Follow the steps to lean how to enable offline mode for a Microsoft SQL Server data source.
Some features of Remote Desktop Manager are unavailable while offline. Even with the read/write access mode, you may not be able to perform all actions, such as adding attachments or managing users, since these features are not cached locally. On the other hand, the user vault is still available in offline mode.
Configuration
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Open Remote Desktop Manager.
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Go to the properties of the data source.
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Click edit data source and navigate to the advanced tab.
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Select In-memory or File in the Caching mode drop-down menu.
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Click Save to close the window.
This step cannot be modified remotely once you have exported your data source settings
Advanced tab OPTION DESCRIPTION Disabled Prevents offline cache from being used. In-Memory Uses the offline cache only for recent changes, but prevents it from writing on the disk File Uses the offline cache only for recent changes. The cache will write on the disk. -
Go to the ribbon of Remote Desktop Manager.
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Select Administration – System Settings – Cache/Offline, and set Offline mode to Cache-only, Read-only or Read/write.
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Click Save to close the window.
System settings
| OPTION | DESCRIPTION |
|---|---|
| Disabled | Prevents an offline cache from being used. |
| Cache only | Allows to save a cache of the data source, but not the offline mode. |
| Read-only | Allows to view and use entries only. The content of the data source cannot be modified. |
| Read/Write | Allows to view, use, and edit entries. Conflicts caused by offline modifications are managed when back online. |
Vault settings
- For each vault, go to Administration – Vault Settings – Security Settings, and set Allow offline to Yes.
- Click Update to save and close the window.
User account offline mode setting
To enable a user account to use offline mode, go to Administration – Users – Edit – Settings, and set the Offline mode setting to Cache-only, Read-only or Read/write.
A user must be granted Read/Write at all levels to allow read/write privileges.
Data Source Information
To have a overview of the data source configuration, open the Data Source Information by going to File - My data source information in Remote Desktop Manager. It displays the size of the offline cache file along with the effective modes.
Going offline
Remote Desktop Manager will prompt for offline mode when the application is unable to reach the data source. The offline mode can also be toggled manually via File – Go offline or by clicking the Go offline button located in the bottom pane.
Grant and deny offline
A user must be granted Read/Write at all levels to allow read/write privileges. Here is a table recapitulating all the settings/permissions along with the effective access they grant:
| USER PERMISSIONS | SYSTEM SETTINGS | VaultSETTINGS | EFFECTIVE ACCESS |
|---|---|---|---|
| Disabled or Read-only or Read/write | Disabled or Read-only or Read/write | Allow offline disabled | Disabled |
| Disabled or Read-only or Read/write | Disabled or Read-only or Read/write | Allow offline enabled | Disabled |
| Disabled or Read-only or Read/write | Disabled | Allow offline enabled | Disabled |
| Disabled | Disabled or Read-only or Read/write | Allow offline enabled | Disabled |
| Read-only or Read/write | Read-only or Read/write | Allow offline disabled | Disabled |
| Read-only or Read/write | Read-only or Read/write | Allow offline enabled | Read-only |
| Read-only or Read/write | Read-only | Allow offline enabled | Read-only |
| Read-only | Read-only or Read/write | Allow offline enabled | Read-only |
| Read/write | Read/write | Allow offline enabled | Read/write |
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