Administrators and Super Administrators
Dashboard > Downloads button
Team > Manager Server > Download icon
Before installing Workplace ServerWorkplace Server is a component of the Autotask Workplace service. It makes all your files accessible through Workplace while retaining local, centralized data storage so that your data is also available via your local area network (LAN). The Workplace service keeps all data on your LAN accessible internally and in sync with Workplace., please be certain your system meets the Workplace Server Requirements and please carefully review the information referenced in our Before You Begin topic.
Please note that in order to take advantage of all Workplace Server features, users must install or upgrade to Workplace DesktopAlso known as the Workplace Desktop app, and in the context of this documentation, simply "the app," Workplace Desktop is the software installed on a computer that is responsible for synchronizing data between the local drive and the cloud. 7.0.
- Download the installation file from DashboardThe dashboard is an integrated, intelligent overview of all your recent project activities in Autotask Workplace. > Downloads button or TeamA team is an entity, usually a company, which subscribes to the Workplace service. A team is made up of members and connections. > Manage Servers > Download icon
- Run the downloaded .msi file. This will result in the following popup:
- Click the Next button. The following popup will display:
Workplace Server will run under the LocalSystem account by default, but you may specify a Windows user account which the service will run under. The Windows user account must be part of the admin group and listed in the "Log on as a service" policy in the Local Security Policy.
The LocalSystem will enable Workplace Desktop to run as a background process even when the user is not logged in. It may not, however, have sufficient permissions to the data set to sync; the LocalSystem account requires full permissions to the data set in order for syncing to function properly. The Windows User account is more likely to have the necessary permissions to the data set, but must be part of the Admin group and listed in the “Log on as a service” policy in the Local Security Policy.
- Choose the logon account for the Autotask Workplace Server service. If you choose the Account option, enter the domain\user and the password associated with that user account.
- Click the Install button. A setup progress window will display.
If the popup below appears during the setup process, click the Yes button.
- When the installation process is complete, the following popup will display:
- Click the Finish button. The following window will display:
- Enter your username (email) and password for an administrator account for the Workplace team, then click the OK button. If you do not have any linked Workplace accounts, skip to Step 11. If you have one or more linked Workplace accounts, the following popup will appear:
- Select the Workplace account you want to use in conjunction with Workplace Server, then click the Next button.
If you have selected the team associated with your primary account, skip to Step 11. If you have selected a linked account, the following popup will display:
- Enter the password associated with the account you selected, then click the Next button.
- The Privacy Overview and LicenseA Workplace license is used to provision a member or connection so that they may access the service. Terms popup will display:
If you have read and accept the information in the popup, select the I accept the privacy overview and license terms radio button, then click the Next button.
When Workplace Server is installed on a device, it automatically creates an “Autotask Workplace Server Violations” folder on the Desktop for the user profile under which it was installed. This folder is used as a storage area for sync violation files.
Workplace Server is installed and ready to use. For more information about Workplace Server configuration, please refer to Workplace Server: Settings.
- Go to the Control Panel > Programs and Features.
- Select Autotask Workplace Server.
- Click Change. The following window will display:
- Click the Next button. The following window will display:
- Click the Remove button. The uninstall process will run, and the following popup will display:
- Click the OK button in the popup. The following popup will display:
- Click the Yes button. The following window will display:
- If you intend to reinstall Workplace Server on the same device and wish to retain the same account information, click the Yes button.
If you do not intend to reinstall Workplace Server on the same device, or if you do wish to reinstall it but do not want to retain the same account information when you reinstall, click the No button.
The following window will display:
- Click the Finish button to complete the process.
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