CenterPoint® Accounting for Agriculture - Red Wing® Cloud Services for Service Bureaus

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This document explains how to set up and use Red Wing Cloud Services for Service bureaus:

Recommendations

Connecting to the Red Wing Cloud Services

Selecting, Accessing, and Changing Clients

Set a User Email Address on the Account

Multi-Factor Authentication Frequently Asked Questions

Accessing the Mapped Drives

General Frequently Asked Questions

Recommendations

  • Service bureau users typically connect to the Red Wing Cloud Services via an RDP file. To access the Red Wing Cloud Services, users need access to https://centerpoint.redwingcloud.com. Firewall adjustments should be entered according to the settings at https://centerpoint.redwingcloud.com/rdweb/misc/Firewall_Settings.html, which are below:

    • Port 443 must be opened, Port 80 can be opened but is not required, to the following IP Subnets:

      • Hosted Environment Networks: 97.65.91.0/24 (Subnet Mask 255.255.255.0)

      • 207.250.170.0/26 (Subnet Mask 255.255.255.192)

      • 207.250.245.64/26 (Subnet Mask 255.255.255.192)

  • CenterPoint database security should be set up as an additional security level when using Red Wing Cloud Services.
  • Printing individual checks, invoices, etc. during transaction entry will be slower from the Red Wing Cloud Services than when you print from your local computer because prior to printing, the print job is first downloaded to the local printer. It is suggested to save each transaction without printing and then printing checks/invoices/receipts from the Processes > Purchases or Sales > Print/Email Checks, Print/Email Invoices, or Print/Email Receipts screens. See the Print/Email Checks, Print/Email Invoices or Print/Email Receipts topics for detailed information.
  • Printing long reports will be slower from the Red Wing Cloud Services than when you print from your local computer because prior to printing, the print job is first downloaded to the local printer. It is suggested to export long reports to a .pdf file on the local computer and then print the report from the .pdf file. See the Export Report to Microsoft® Excel, Adobe® PDF, or CSV topic for detailed information.
  • Red Wing Software recommends performing a database backup any time that an Update Modules screen displays when opening a database. Click the Backup button to start the backup process. See the Back Up and/or Restore a Single User Database topic for detailed information.
    • Note: For detailed information about any of the recommendations listed above, from CenterPoint select Help > CenterPoint Help and in the Search box at the top of the screen, enter a keyword to search for.

Connecting to the Red Wing Cloud Services

  1. The Red Wing Cloud Services uses Multi-Factor Authentication (MFA). Users are required to authenticate their account at the start of each month. If you have not authenticated the account, see the How do I authenticate my account and log into the Red Wing Cloud Services? question in the Multi-Factor Authentication Frequently Asked Questions section and then continue with step 2.
  2. Double-click the Red_Wing_Software_Cloud.RDP file. If you do not have this file, please contact the Red Wing Software Technical Support department.
  3. On the Remote Desktop Connection screen, click Connect.
  4. On the Enter your credentials screen, enter the User name (if it isn't already displayed) and Password given to you by Red Wing Software (this is NOT a CenterPoint database login and password).
  5. If applicable, select the Remember me check box, and then click OK. This step will start the Red Wing Cloud Services Remote session.

Selecting, Accessing, and Changing Clients

  1. On the Desktop, double-click the Client Support Tool icon.
  2. The Client Support Tool screen displays.

Note: The Client Support Tool screen can be resized and will retain the size from session to session.

  1. Select a client from the list, and then click Select Company. This step configures the remote session for the client you are working with. The currently selected client will display at the bottom of the Client Support Tool.

Note: Use the Filter option at the bottom of the Client Support Tool to locate your client if you have a long list of clients.

  1. The CenterPoint product icon will display on your desktop for this client. Double-click the CenterPoint icon.
  2. Open the client's database, if prompted for a username and password, provide a valid CenterPoint database username and password.

Note: Logging into the cloud and logging into the client's databases requires two separate login credentials if you are using database security.

  1. Begin working in the client's database.
  2. Close CenterPoint when your work is complete.
  3. If you want to switch to another client in this session, click Unselect Company from the Client Support Tool.
  4. At the "Your company has been unselected" message, click OK.
  5. Select a client from the list , and then click Select Company.
  6. If you are done working in the cloud, on the Desktop, double-click Log Off to exit Red Wing Cloud Services.

Set a User Email Address on the Account

Your Red Wing Cloud Services account requires a User Email Address. The User Email Address is currently filled, but can be changed to a valid email at any time. The User Email Address is used for two purposes: Multi-Factor Authentication (MFA) account verification and password retrieval through the "Forgot Password?" option.

  1. The Red Wing Cloud Services uses Multi-Factor Authentication. Users are required to authenticate their account at the start of each month. If you have not authenticated the account, see the How do I authenticate my account and log into the Red Wing Cloud Services? question in the Multi-Factor Authentication Frequently Asked Questions section and then continue with step 2.
  2. Connect to the Red Wing Cloud Services and enter your service bureau login credentials.
  3. From your desktop, in the lower-left, click the Start menu icon .
  4. From the Start menu, select User Email Address.

  1. Enter your MFA/Password Recovery Email Address.

  1. Click Update.
  2. At the MFA/Password reset email address updated message, click OK.
  3. Click Close.

Multi-Factor Authentication Frequently Asked Questions

Q: What is multi-factor authentication (MFA)?

A: Multi-factor authentication requires users to validate the login credentials through a challenge/response that sends a 6-digit code via email, which is then entered to verify the account. MFA adds additional security to the Red Wing Cloud Services environment.

Q: How do I authenticate my account and log into the Red Wing Cloud Services?

A: To authenticate your Red Wing Software account and log in:

  1. From your web browser, enter https://mycloudmfa.com/

  1. Enter the Username and Password.
  2. Click Log in.

  • An email will be sent to the email address on record containing a six digit verification code. Check your registered email for your verification code. If you cannot locate or do not receive the email:
    • Check your spam or junk email folders.
    • To ensure delivery of future emails, add notification@mycloudmfa.com to your contacts or whitelist.
    • Your account is already authenticated. See the How do I know if my account is authenticated? question below.
  • Enter the six digit Verification Code and click Verify.
  1. Log into the Red Wing Cloud Services using your preferred method.

Q: How do I know if my account is authenticated?

A: If you can log into your products without error, you are authenticated. Or, if you go to https://mycloudmfa.com/, and enter your user credentials, you will redirected to https://centerpoint.redwingcloud.com instead of a screen to enter an authentication code.

Q: Why am I receiving the screen below when I log into the Red Wing Cloud Services?

A: This message displays if your Red Wing Cloud Services account has not been authenticated. Follow the How do I authenticate my account and log into the Red Wing Cloud Services? question above.

Q: Am I able to receive my MFA code via text message?

A: If you want to receive the MFA code via text message rather than email, you can simply provide your correct MMS to email gateway based on your provider rather than your actual email address. See the Set a User Email Address on the Account section to update your email address. Below you will find the email gateway for 10 of the most common cellular providers in the United States.

Q: How often do I have to authenticate my Red Wing Cloud Services account?

A: Users are required to authenticate their Red Wing Cloud Services account initially and the first time they log in each month at each unique location. See the How do I authenticate my account and log into the Red Wing Cloud Services? question above.

Accessing the Available Mapped Drives

After you set up your connection, it is important to understand the mapped drives and file browsing locations used by Red Wing Cloud Services that can be viewed in the cloud from the Hosted Computer icon on the Desktop.

  1. Complete steps 1-5 of the Connecting to the Red Wing Cloud Services section in this document.
  2. On the Desktop, double-click the Client Support Tool icon and select the client. See the Selecting, Accessing, and Changing Clients section above for more information.
  3. Select the Hosted Computer Desktop icon to open the client's mapped drives.

Mapped Drives

C on <Your PC Name>

  • This is the C: drive on your local computer.
  • You may have other, similar paths for additional local or network drives your local computer has access to.

L: (Database backups)

  • The L: drive is the remote location your backups and the client's backups are created and stored in and the location you should put files to be restored. Note: Any backup files you store here are billable to the client.

P: (Private drive)

  • The P: drive is a folder specific to your cloud login. Each time you load the Red Wing Cloud Services and configure a client session the Red Wing Software directory is recreated based on that client's settings. For example, the modules owned, preferences set, databases, etc.

V: (Shared drive)

  • The V: drive is a shared folder between all service bureau users in a company.

S: (Company Shared)

  • The S: drive is a remote common folder shared by you and the client that can be used to store common CenterPoint related data. For example, you can save a PDF file here and the client will have access to the file.
  • All users that can run CenterPoint have access to this folder path.
Note: Additional charges apply when a CenterPoint database(s) exceeds 1 GB or file storage (files stored on L:, P: and S drives) exceeds 500 MB. The database and file storage limits are increased by the number of users in the company. For example, if there are two users, the limit would be 2 GB for the database(s) and 1 GB for the files. The most common drive to review and clean up is the L: drive (where manual CenterPoint backup files are stored).

General Frequently Asked Questions

Q: Will I be notified about my password expiration date?

A: Yes, passwords expire every 180 days and five days prior to your password expiration date the Password Expiration Warning screen will display. Press Ctrl+Alt+End to reset your password or click Dismiss and you will be informed each of the five days prior to your password expiration date.

Q: How do I reset my password when logging into the Red Wing Cloud Services as a service bureau user?

A: You can change your password by using either Option 1 - Change Password or Option 2 - Retrieve a Forgotten Password section below.

Option 1 - Change Password

  1. Connect to the Red Wing Cloud Services and enter your service bureau login credentials.
  2. On the Red Wing Cloud Services desktop, press Ctrl+Alt+End.
  3. Click Change Password, enter your Old password, enter the New password and Confirm Password, and then click the arrow.
    • Password must be a minimum of 10 characters.
    • Passwords must not contain the owners name.
    • Passwords must contain at least one character from three of the four categories below:
      • Upper case letters
      • Lower case letters
      • Numbers
      • Non-alphanumeric characters: ~!@#$%^&*_-+=`|\(){}[]:;"'<>,.?/

Option 2 - Retrieve a Forgotten Password

Use this option to retrieve a forgotten password for your Red Wing Cloud Services account. See the Set a User Email Address on the Account section in this document to look up your User name (email address).

  • Click Submit. A link for resetting your password will be sent to your email address. If you do not receive the email, please check your junk/spam folder.
  • Open the email and click the enclosed link to reset your password.

  • Enter your New Password and Confirm Password.
    • Password must be a minimum of 10 characters.
    • Passwords must not contain the owners name.
    • Passwords must contain at least one character from three of the four categories below:
      • Upper case letters
      • Lower case letters
      • Numbers
      • Non-alphanumeric characters: ~!@#$%^&*_-+=`|\(){}[]:;"'<>,.?/
  • Click Reset.
  • You will receive a password changed confirmation email.

Q: Each time I load the client's session in the cloud, I lose the settings I previously had for this client. How can the settings be saved from session to session?

A: QuickLists, preferences, toolbars, and databases displayed for a client can be saved from session to session. Contact the Red Wing Software Technical Support department to reset defaults and determine what displays for the client in the cloud for every session.

Q: My username and password will not work to log into the cloud, what do I do?

A: If the log in is not allowed, either the password was entered incorrectly, it is expired, or the account is not authenticated.

  1. From your web browser, enter https://centerpoint.redwingcloud.com.
  2. Enter your User name and Password.

Expired Password:

  • Your password expires every 180 days. When it expires, at the Your password is expired. Click here to change it. message, click and then enter your username and current password. Then, type in your new password twice and click Submit.
    • Password must be a minimum of 10 characters.
    • Passwords must not contain the owners name.
    • Passwords must contain a character from three of the four categories below:
      • One upper case letter.
      • One lower case letter.
      • One number.
      • Non-alphanumeric characters: ~!@#$%^&*_-+=`|\(){}[]:;"'<>,.?/

Forgotten Password:

Authenticate Account:

Q: Are there scheduled maintenance periods for the Red Wing Cloud Services?

A: Yes, there is scheduled general maintenance every day from 11:00 pm - 1:00 am Central Standard Time.

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