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17875: Hosting on Rightworks - Onboarding


Hosting on Rightworks Generally

Hosting on Rightworks: What are the steps I need to take to complete my onboarding?

 

Before getting started, we recommend that you read KB article 16833 for frequently asked questions and an overview of using Drake Software via Hosting on Rightworks. Then, follow these steps:

  1. Create full backups of your locally installed Drake Tax and Drake Accounting programs, as applicable. 
    • Drake Tax backup steps are available in KB 14307.
    • Drake Accounting backup steps are available in KB 15056.
  2. Set up your Account Owner login to the Rightworks AppHub by using the link from your Rightworks Welcome Email.  Detailed steps are available in KB 16828.
  3. Deploy the apps you want to use in Rightworks.
    • See KB 16801 for steps.
    • See KB 16833 for available years. 
  4. Download and run the setup wizard to configure your access to the Rightworks desktop.
    • If using a Windows computer, see KB 16800 for detailed steps.  
    • If using a Mac, see KB 16805 for detailed steps. 
  5. Log into the Rightworks Desktop using your newly installed remote desktop icon.  
  6. Activate each year of Drake Tax in the remote environment using your Drake account number and the year-specific serial number. These are available from the support site by going to:
  7. Transfer and restore local backups to the programs in Rightworks. See KB 16839 for details on this process.  

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