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How to install and configure the Client Explorer database as a Shared Database Server

SOLVEDby IntuitIntuit ProFile Tax1Updated July 13, 2022

Initial Setup

The benefit of the Client Explorer Shared Database Server is that all the users on the network sharing the index will have the same file state. This means that if one person EFILEs a return and it's file property of "EFILE Status" changes to "EFILE Accepted", anyone else opening Client Explorer will see the same view.

There are two configurations that need to be performed: the Server Configuration and the Workstation Configuration.

The Server Configuration is the actual Shared Database Server that stores the index files themselves; the Workstation Configuration simply connects to the Shared Database Server already created.

Clearing the Database

It is necessary to clear the database to ensure that there are no duplicates or incorrect locations listed.

1. Close all open ProFile applications on all workstations.

2. Select the "Database" option from the "Options" drop-down menu in the top toolbar.

The "Database/Client Explorer Options" window displays.

3. Click the "Clear" button:

User-added image

4. Select the "Clear the database of information you can restore by re-indexing your files" checkbox.

5. Click the "OK" button, then click the "OK" button again:


The database can now be configured.

Configuring the Database for the Server and Workstation

Note: the configuration of the database is the same process for both the Server and Workstation configurations.

1. Select the "Database" option from the "Options" drop-down menu in the top toolbar. The "Database/Client Explorer Options" window displays.

2. Click the "Setup Wizard" button and follow the prompts:

3. Click the "Next button:

4. Select the "Use Client Explorer" option:

5. Select the "Yes" option:

To set up the Shared Database Server, review the "Server Configuration" section below.

To set up the Workstation Configuration, review the "Workstation Configuration" section below.

Server Configuration

The Server Configuration is the actual Shared Database Server that stores the index files themselves. Typically, this is performed on an actual server machine, but any machine that all the other computers on the network can access would be sufficient.

1. Select the "Make this computer a Shared Database Server" option.

2. Click the "Next" button:

3. Change the default server name to the new name to be used:

The "successfully configured" message displays if the configuration is correct.

4. Click the "Finish" button:

5. Click the "OK" button:

Resolving Errors

If there's an error message, the most probably cause is that the Firewall Exceptions need to be configured for "profiledbservice.exe" (ProFile installation directory).

Workstation Configuration

The Workstation Configuration simply connects to the Shared Database Server already created.

1. Select the "Connect to one of the found computers" option.

2. Click the "Next" button:

3. Select the "Shared Database Server" created earlier.

4. Click the "Next" button:

The "successfully configured" message displays if the configuration is correct.

5. Click the "Finish" button:

6. Click the "OK" button:

Resolving Errors

If there's an error message, the most probably cause is that the Firewall Exceptions need to be configured for "profiledbservice.exe" (ProFile installation directory).

Completing Setup

It is necessary to index the database in order to complete the set up.

This can be performed on any machine sharing the "Client Explorer" index.

1. Open Client Explorer using the <F3> button.

2. Click the "Index button".

3. Ensure the directory listed is the main folder that contains all of the ProFile tax files and that the "Include subfolders" checkbox is selected:

4. Click the "OK" button.

Note: if indexing on the server itself, ensure it is pointing to a directory accessible by other machines on the network.

For example, use ServerNameSharedFolderMy ProFile Data rather than the local path of C:UsersMyAccountMy DocumentsMy ProFile Data.

Depending on how many files are being indexed, this may take a fair amount of time. When finished, Client Explorer displays the files indexed in the Shared Database Server.

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