Logging in via the Comarch ERP Optima SaaS application

The current installer for Comarch ERP Optima SaaS is available HERE.

Access to Comarch ERP Optima services through the Comarch ERP Optima SaaS application requires installation in the Microsoft Windows operating system environment (minimum Windows 10) with current Windows updates provided by Microsoft installed.

Caution
Users with Windows 7 SP1 must verify their operating system with the information contained on the website https://help.comarch.com/optimacloud/index.php/dokumentacja/mozliwe-przyczyny-braku-zalogowania/.

From March 1 2022, we do not support Windows 7, Windows 8 and Windows 8.1.

To install the application, it is also necessary to have the following components installed:

Microsoft .Net Framework w wersji 3.5 SP1 oraz 4.7.x

Hint
It is recommended to run the installer in the „Run as administrator” option.

The user’s work environment for the Comarch ERP Optima service (Antivirus, Firewall, User Account Control) should be configured in such a way that it allows the Comarch ERP Optima SaaS application to operate.




Logging in on an Android device

Configuration of the Microsoft Remote Desktop client on Android for Comarch ERP Optima Chmura Standard 

It is possible to connect to Comarch ERP Optima Chmura Standard system using mobile devices operating under Android system. This can be done, for example, using the Microsoft Remote Desktop application available on the Play Store platform.

After launching the program, read and accept the terms of the agreements. Then in the main area of the application in the upper right corner, click the + icon and select the Add computer function.

In the „Remote desktop” configuration enter the name of the connection (friendly name), the name of the server to which the connection is made (computer name – the current address is: rds1.online.comarch.pl), user name with the domain (i.e. in the form of ASP\username) and the Password (if you do not enter the password here, it will ask for it every time you connect to it). You should also enter the settings for the Gateway, providing the address for it (the current address is: gw1.online.comarch.pl). The Admin session option should not be selected. The changes should be saved by clicking the Save button.

As a result, on the list we get „Remote desktop”, and after selecting it, the application will connect to the server.

The end result is a connection to the Comarch ERP Optima Chmura Standard terminal.

Caution
Such a connection directly through the Remote Desktop Connection client provides the basic functionality of the system. Full functionality (interactive functions between the user’s computer and the terminal: e.g. cooperation with printers / cash registers, import / export of files between the computer and Optima, sending e-Declarations and JPK) is available through the Comarch ERP Optima SaaS application running on Windows.

Caution
Mapping local printers requires the Microsoft .NetFramework 3.5 component, which is available on Windows environment.




Logging in on an iPhone

Configuration of the Microsoft Remote Desktop client on iPhone devices for Comarch ERP Optima Cloud Standard

It is possible to connect to the Comarch ERP Optima Chmura Standard system using iPhone mobile devices. This can be done, for example, using the Microsoft Remote Desktop application available on the App Store platform.

After installing the application, in the main menu, select + in the upper right corner, and then select Add computer.

In the „Remote desktop” configuration enter the name of the connection (friendly name), the name of the server to which the connection is made (computer name – the current address is: rds1.online.comarch.pl), the user name with the domain (i.e. in the form of ASP\username) and the Password (if the password is not entered here, it will ask for it each time when connection is made).

You should also enter the settings for the Gateway, providing the address for it (the current address is: gw1.online.comarch.pl). The Admin session option should not be selected. The changes should be saved with the Save button.

As a result, on the list we get „Remote desktop”, and after selecting it, the application will connect to the server.

The end result is a connection to the Comarch ERP Optima Chmura Standard terminal.

Caution
Such a connection directly through the Remote Desktop Connection client provides the basic functionality of the system. Full functionality (interactive functions between the user’s computer and the terminal: e.g. cooperation with printers / cash registers, import / export of files between the computer and Optima, sending e-Declarations and JPK) is available through the Comarch ERP Optima SaaS application running on Windows.

Caution
Mapping local printers requires the Microsoft .NetFramework 3.5 component, which is available on Windows environment.




Logging in on a macOS device

Microsoft Remote Desktop client configuration on macOS for Comarch ERP Optima Chmura Standard

It is possible to connect to the Comarch ERP Optima Chmura Standard system using devices running on macOS. This can be done, for example, with the use of the Microsoft Remote Desktop application available on the App Store platform.

After starting the application, select the Add PC button or the + icon to configure the connection.

In the „Remote desktop” configuration, enter the name of the connection (friendly name), the name of the server to which the connection is made (PC name – the current address is: rds1.online.comarch.pl), Username with the domain (i.e. in the form of ASP\username) and the Password (Password – if you do not enter the password here, it will ask for it each time when connection is made). You should also enter the settings for the Gateway, providing the address for it (the current address is: gw1.online.comarch.pl). The Admin session option should not be selected. Changes should be saved with the Add button.

As a result, on the list we get „Remote desktop”, and after selecting it, the application will connect to the server.

The end result is a connection to the Comarch ERP Optima Chmura Standard terminal.

Caution
Such a connection directly through the Remote Desktop Connection client provides the basic functionality of the system. Full functionality (interactive functions between the user’s computer and the terminal: e.g. cooperation with printers / cash registers, import / export of files between the computer and Optima, sending e-Declarations and JPK) is available through the Comarch ERP Optima SaaS application running on Windows.

Caution
Mapping local printers requires the Microsoft .NetFramework 3.5 component, which is available on Windows environment.

 




Access for Accounting Office

Activation of cooperation between User – Accounting Office

In the Comarch ERP Optima Chmura Standard environment, the user can establish cooperation with the accounting office, but only when it also works in the Comarch ERP Optima Chmura Standard system.

To activate such cooperation, after logging in to the WWW Platform, go to the Bazy danych tab – Dostęp dla BR and select the Accounting Office from the list or enter its company code word and tax identification number. The accounting office must then confirm the application on the WWW Platform, in the Bazy danychKlienci tab. The application will be processed by Comarch.

Working as a accounting office on the user database

After the application is processed on the Comarch side, the accounting office will be able to work directly on the user database, from the level of its user. For this purpose, the Accounting Office user must run the „Dostęp dla BR” application, the shortcut of which is located on the remote desktop screen

And select the user installation from the list.

In order to return to work on the databases of the Accounting Office’s installations, it is enough to close all applications running as part of the user’s installation, and then run the „Dostęp dla BR” application and select work in My Accounting Office.