Microsoft 365: Stay Updated or Lose Connectivity and Support

Microsoft Office is a staple of business software, setting the standard for productivity applications across the globe. Unfortunately, popularity often means “target” and the bad guys out there are gunning for your system, looking for vulnerabilities they can exploit. This is among the reasons to make sure your Office applications are staying up-to-date with the latest fixes and security features. The easiest way to do this is to turn on automatic updating for Windows via Microsoft Update so that your system gets Office updates for earlier versions of Office you might have installed, such as Office 2010 or an Office volume license install.

Security updates aren’t the only reasons to keep your systems up to date. Sometimes an update addresses compatibility with other applications or services. In recent days, Microsoft has reminded businesses of the roadmap for Microsoft 365 services where certain versions of the Office and Microsoft 365 applications will stop communicating with the Office 365 and Microsoft 365 services.

Microsoft Outlook for Windows

Effective as of November 1, 2021, older versions of Outlook for Windows (starting with Outlook 2007), will be unable to connect with Office 365 and Microsoft 365 services, including hosted Exchange mailboxes. Versions that are only a little bit out of date might work, but are likely to experience connectivity issues with the back-end services. Here’s the list of retired versions of Outlook for Windows:

  • Office 2007 All Versions
  • Office 2010 All Versions
  • Office 2013 Versions prior to 15.0.4971.1000 of Office 2013 (Service Pack 1 with the October 2017 Update)
  • Office 2016 MSI Versions prior to 16.0.4600.1000 of Office 2016 (With the November 2017 Update, KB 4051890)
  • Microsoft 365 Apps for enterprise;(formerly Office 365 ProPlus) 1705 and older
  • Microsoft 365 Apps for business(formerly Office 365 Business) 1705 and older

OneDrive sync on Windows

Microsoft is now aligning the OneDrive sync on Windows systems with the Windows operating system support lifecycle policy.  In short, OneDrive sync on Windows will only be supported on supported versions of Windows beginning in January 1, 2022, If your version of Windows is no longer being supported, then the OneDrive sync on those machines will no longer receive updates or fixes of any sort.

  • Windows 7 and Windows 8.1 will be supported until January 10, 2023
  • Windows 8 reached end of support on January 12, 2016

If you are running the OneDrive sync app on Windows 8.1, you will no longer receive feature updates but will receive security fixes until January 10, 2023.

If you are running the OneDrive sync app on Windows 7 (and are participating in the Extended Security Update (ESU) program), you will continue to receive critical and important security updates until January 10, 2023. Extended Security Updates don’t include new features, customer-requested non-security updates, or design change requests.

If you are running the OneDrive sync app on Windows 8, you will no longer receive updates or fixes of any kind, as Windows 8 is no longer supported.

Businesses concerned with keeping their systems up and running should take care to ensure that PCs and servers are updated with current, supported operating systems and application software. Ignoring PC updates and Windows upgrades can create unnecessary disruption and leads to lost productivity and lost profits. For PCs, Windows 10 or 11 is the OS to be running. For Windows servers, Server 2019 is the most current version.

Mendelson Consulting’s NOOBEH Cloud Services team knows how important it is to keep your core operating software and applications current, compatible and supported. That’s why we only deploy modern servers and current operating systems on the Microsoft Cloud platform, ensuring our hosted clients have the foundation they need to keep workers performing and operations running.

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J

Direct-to-Consumer Causing Manufacturing Logistics Issues

Manufacturers have traditionally been positioned as a link in the long chain of supply. Somewhere between raw materials and finished products is where the manufacturer exists, transforming the materials into products that can be resold via distributors and wholesalers.

The supply chain was linear and relatively predictable, but that is all changing. With the introduction of broad internet connectivity, web-based services, large e-commerce platforms and increasingly innovative and competitive new logistics players, the supply chain is becoming a spiderweb of connectivity and communication, with linear approaches out the window and, to some extent, predictability along with it.

The economy we have today is an environment where customers demand more direct and personal approaches, and producers are being forced to find ways to accommodate. With the huge e-commerce platforms like Amazon and Alibaba, along with more direct-to-consumer channels, manufacturers are being turned into direct-to-consumer suppliers. Acting as drop shippers for the seller, the manufacturer isn’t shipping bulk or volume to distributors or wholesalers but smaller shipments direct to the consumer.

Many retail stores have now become more fulfillment locations than the place where the customer buys. This is causing tremendous change in logistics tools and approaches because the size of shipments is becoming smaller while the number of deliveries – and delivery locations – is only increasing.

Customers can go right to the brand’s website and buy direct, driving increased focus on building brand value and improving the overall customer experience. With the demand from consumers for flexibility in how and where they buy, retailers have shifted their approaches to bring e-commerce into the brick-and-mortar stores. This is where online and offline sales channels come together, creating pressure in ordering and fulfillment systems to offer the flexibility and experience consumers want.

While this converged channel model requires businesses to make new and continued investments in e-commerce and digital solutions to enable the flow of orders and information, it also delivers several potential benefits to the business, including the ability to better manage growing customer expectations, better compete in the digital marketplace, and address disruptions in the supply chain by having alternative options.

Delivering the goods has always been an operational challenge, with success often measured in performance and cost. Today’s marketplace requires more agility and flexibility, which means the role of supply chain managers is more strategic than ever. Simple logistics now has a direct impact on the customer’s decision to buy now, as well as buying again later.

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J

QuickBooks 2022 Boasts Modernized Foundation

Every year, businesses around the world anxiously await the release of the new versions of QuickBooks desktop software. While that may sound a bit silly, the truth is that QuickBooks is widely used in numerous countries around the world and when Intuit makes big changes to QuickBooks it impacts a lot of businesses.

While the focus for Intuit, like most software companies, is online subscription service, the fact remains that the desktop products and the ecosystem around them continues to grow.

Over the past few years, the company has invested in artificial intelligence and platform solutions that extend and add value to the desktop and online products. Some of these investments are becoming clearer with the launch of QuickBooks desktop 2022 editions.

64-bit QuickBooks [1]

The “guts” of QuickBooks was elderly and wasn’t up to current processing standards. Now, QuickBooks has a 64-bit foundation and the full capability of 64-bit processors can be used. This typically means faster application and data load times, faster report generation and an ability to handle larger data sets more efficiently. Beware of QB 2022 until you verify that your computers are all 64-bit machines, because QB 2022 can’t be installed on 32-bit systems. If you’re working with a hosting platform, you’ll need to make sure your host has modern infrastructure and up-to-date operating systems.

E-commerce for QuickBooks with Webgility [2]

Need to track your revenue from different selling platforms like Amazon, eBay, and Shopify, and sync the data directly with QuickBooks? There are a lot of e-commerce integrations for QuickBooks desktop, but Webgility wins when it comes to working with QuickBooks. There’s now a bundle that makes it easier to get the Webgility e-commerce integration for QuickBooks. Customers still must sign up with Webgility to get the service but purchasing the bundle package makes that quite a bit easier. Webgility uses a database to keep track of orders, so you’ll want to make sure your system is able to handle the extra load. If you’re on a hosting platform (other than NOOBEH), be ready to pay additional fees to support running Webgility.

Bill payment approval process

Improve your accounts payable process by creating a structured approval process so that only the right bills get paid. AP workflows can help businesses manage cash flow and improve transparency. Working in conjunction with the user’s Intuit.com account, the company can set up rules for QuickBooks to check which bills need approval for entry and payment. Users are then prompted to send bills for approval

Pay and schedule bills faster with Melio payments

Some subscription holders of QuickBooks Desktop Pro Plus, Premier Plus, or Enterprise are working with the new feature (from Melio Payments) that allows businesses to use QuickBooks to schedule and pay bills using a bank transfer, credit card or debit card. The vendor doesn’t have to have a Melio account; they can receive their payments either as ACH or paper check.

Bill entry automation and customized bill payment stubs

Save time and have QuickBooks automate bill entries from the QuickBooks Desktop mobile app (iOS or Android versions) or from bills sent via email. Review the bill data once it’s uploaded and match it to existing transactions in QB. Bill payment stubs are now on the list of customizable forms, so you can set up and email formal payment confirmations to vendors.

Upload documents [3]

Instead of scanning files on your PC to attach to QuickBooks transactions, you can now use the QuickBooks Desktop mobile app to attach documents to transactions. The attached documents feature of QuickBooks is awesome because it lets you use QB as kind of a document management solution where you can store original copies of bills, receipts, contracts, or other documents that associate with financial transactions or entities in your QB files. This new feature that allows documents to be uploaded via the QuickBooks Desktop mobile app is a great solution for businesses operating on some hosted platforms that can’t or won’t support scanning. One “gotcha” with attached documents is that many businesses forget that they have them, and when they go to migrate their QB data to another platform or computer, the file attachments either get forgotten or are so voluminous that it makes the migration difficult.

Choose from multiple customer contacts

Only available with Plus and Enterprise subscriptions is the ability to add multiple customer contacts to batch email runs. The program now lets you send emails more quickly by choosing batch mail recipients from a list of customer or vendor contacts, reducing the chances of email troubles caused by manual entry of addresses.

Instant deposit

When you use QuickBooks Payments (or any other payment service), it generally takes a few days for the money to wind up in your bank account. With a QuickBooks Payments account and for an additional fee, Intuit is now letting you get your money faster when customers pay. Instant Deposit is a service that works with a VISA or debit card to deposit the money into your checking account – any processing or other fees will continue to be debited from your regular payments bank account.

Payment links

Now you can do in QuickBooks what you can do with PayPal, Zelle and other money transfer apps. Businesses can use simple Payment links to collect payments before work is performed and even before an invoice is created. As with all other payments features, you need a QuickBooks Payments account to use this one.

Changes to software purchasing options

QuickBooks Desktop 2022 is only available as a subscription purchase. There is no outright purchase option for QuickBooks desktop any longer. For businesses that need only the most basic features of QB, Intuit is hoping the QBO platform will work, and changing the software from purchase to subscription is just one more step in moving users to adopt the web application. QuickBooks Pro and Premier are still widely used so they will be available for some time to come, but Intuit is clearly making moves to try to push smaller edition desktop users to the web.

[1] NOOBEH deploys only modern architecture, 64-bit systems for QB on Azure and other hosted solutions

[2] NOOBEH doesn’t charge extra to have Webgility or any other applications installed in your QB on Azure service

[3] NOOBEH QB on Azure  and other cloud hosting solutions support scanning directly from your local PC to QuickBooks, using specialty 3rd party tools. Whether you use QuickBooks mobile or scan directly to QB using the Attached Documents feature, NOOBEH supports it.

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J

Contractors Adopting Hybrid Working Models

Companies across the country have pivoted to hybrid working models since the COVID-19 pandemic began, with some users doing their job “in person” and some doing the work remotely. According to new data, the construction industry looks to be adopting the trend, as well

OpenSpace, a construction technology company, surveyed its customers about the working models they have applied in their businesses, now and prior to the pandemic.

Of those responding, 52% said their teams that work in the field had never done their work remotely (e.g., they did the work in person, in the field). Now, with changes adopted due to the pandemic, 92% of the survey respondents said they allow remote work.

The OpenSpace survey found that hybrid and remote working models are becoming more acceptable for construction. While it is usually thought of as a completely in-person type of business, many companies are finding benefits in adopting a combination of on-site and remote work for field teams as well as administrative personnel. 80% of the survey respondents said that they were “just as productive or more productive when working remotely, compared to only 20% who saw productivity decline”.

Here are some of the benefits of remote work that respondents identified:

  • Time and money saved with reduced travel to and from sites (72%).
  • Improved work-life balance (72%).
  • Teams more easily allowed access to the best candidates (35%).
  • Enabled putting the best people on more jobs

It doesn’t matter if you use cloud-based applications or not. Your desktop solutions are cloud-ready when you run them on the Microsoft Azure cloud with NOOBEH, the cloud services arm of Mendelson Consulting. Work can get done, whether users are on-site, at the office or working from home. Everyone operates when and where they need to, and the business benefits from keeping everyone connected and “tooled up”, no matter where they’re working from. The real benefits for the business extend far beyond just collaboration, and touch on almost every aspect of the operation.

Mendelson Consulting’s experts have the right tools and technologies to help your business transform, transitioning from manual and paper-based processes to digital workflows, and to help you make the move from on-premises to the most agile of cloud platforms. Contact us today to learn more about how your business can benefit with a better IT solution and the flexibility to work where and when it is needed.

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J

Considering Deploying Microsoft365 for Your Entire Organization? Success is in the details.

Technology is ever advancing, and even the smallest of businesses must keep in step to remain competitive. Efficiency is the key to modern, effective operations, yet keeping teams aligned and working towards the common goal can be tougher than ever when members are remote working. Microsoft solutions can help the business increase productivity and modernize their operations, and at the same time provide stronger security and enhanced protection.

For just about every business, it makes sense to consider using Microsoft 365 services. But there are a lot to choose from, and not all services work as you might expect, so here is a little information that might help with making service selection a little easier.

Does it make sense to implement Microsoft Teams for intra-company calls, meetings, and collaboration?

Teams is great for calling your co-workers, sharing screens, presenting content, and collaborating in workgroups or with the whole company. But be warned that Teams meetings don’t work for everyone, particularly those outside your organization or for users that don’t have useful Internet connectivity.

  • To use Teams with people outside the company, or even for users that don’t have Internet connectivity, you’ll need to also have a calling plan for each user.
  • A calling plan allows Teams to connect a phone number to the Teams meeting, creating a means for non-Teams users and those without internet to connect to the meeting audio.

Should you migrate employee email inboxes to MS365 (Outlook Desktop and/or Outlook Online)?

Using Microsoft for email services make a ton of sense, especially with the advanced phishing and threat protection that comes standard with the service. It is pretty much foolproof for most businesses and is a great value. If your business is migrating to Microsoft from a legacy email platform or from a different mail provider, there are a few things to consider.

  • Many companies use their desktop Outlook email folders as a sort of file cabinet, storing and categorizing emails for future use. In older MS Exchange environments, Public Folders were also used, enabling company-wide access to certain email folders and the file attachments within.
  • MS365/Office365 email services don’t support public folders, and every email box comes with a storage quota. If the business is used to saving lots of emails, then it might create difficulties with mailbox management.
  • Outlook Desktop still has limitations on the file size it can reasonably handle. This means that Outlook, when connected to hosted Exchange mail (Microsoft365), should run in cached mode, keeping only recent data in the Outlook file on the computer and leaving the rest of the mail on the server. Mail on the server is still available for search by Outlook; the program will simply search in the local data file first.

Can you, or should you, migrate your company’s files to the Microsoft cloud?

Keeping your files on the “cloud” is a concept that sounds convenient, but it isn’t quite as straightforward as it sounds. In this case, the idea is to migrate files from PCs and servers to Microsoft OneDrive or SharePoint, where the files can be available to all users regardless of where the user is working from.

  • Putting a big hard drive on your PC or server can be relatively inexpensive. “Storage is cheap” we hear quite often. Yet all storage facilities are not alike. It might be a cheap option to add a big hard drive or USB drive to your local system but paying for storage space on the web becomes a different deal. You may find that safe, protected storage for your files is not quite as inexpensive as you thought, especially over time. When you must pay every month for the storage you use, you rapidly realize why file housekeeping is essential.
  • File and folder permissions do not translate from your Windows file system to a SharePoint or OneDrive. You must create your own groups and set file and folder permissions as you want them AFTER the data is uploaded to the cloud platform.
  • Once the files are in the cloud platform, each user must determine what and how the files will sync with their local computers. There may be an option to “sync on demand” (depends on device platform) that can allow users to selectively sync files to/from their computers, but the fact remains that the data is being downloaded to the local computer so that it can be worked on. This still means that the local computer must have the necessary software installed, and the PC should be protected with backup, anti-virus and anti-malware and MFA.
  • Database files cannot work in a web file location. This means that programs that have associated database/data files must still have their files located on a network server for users to access them. QuickBooks, tax software, trial balance software, workpapers and fixed assets, inventory management or manufacturing, and more may require the server to serve the application and/or data to the users. This means that servers and networks and the need to manage the network and the individual computers remains in full.
  • If all other data is stored on the cloud platform, then you now have data and resources to manage both places.

What does the new Microsoft365 Cloud PC mean for small businesses?

  • The new Cloud PC from Microsoft365 can solve a tremendous problem for the very small business in that it can become the IT infrastructure and it is fully cloud platform.
  • Cloud PC is meant to replace your local PC as your operating environment. Rather than installing software and storing data on your local device, the idea is that your software gets installed on your Cloud PC and your data is stored, ideally, in your OneDrive, or maybe on the drive of your Cloud PC.
  • This makes the Cloud PC a perfect solution for that single user that needs to run their QuickBooks or other applications from anywhere.
  • The thing with the small business Cloud PC is that it cannot be networked. It may be able to “see” and work with your local device hard drive or even mapped drives that your local device is connected to, but it isn’t able to work with a network server or share like a local PC would.
  • This means that you may be able to store and retrieve files from servers or other drives on your local PC or network, but you won’t be able to access databases or other server or network-based applications that need the network to function.
  • This also means that you can’t share data on one cloud PC to another cloud PC… they aren’t networked together.

Why NOOBEH’s Cloud Service model is better

There’s a reason why businesses adopt NOOBEH QuickBooks on Azure services, and the benefits are as great as ever. Businesses work with NOOBEH and our QuickBooks on Azure services because we have the flexibility to do what the business needs, and to offer a comprehensive approach that doesn’t leave applications, services and data hanging around on local networks or unprotected computers.

Where the Microsoft365 Cloud PC is a great answer for the single-user, NOOBEH’s cloud servers are designed for multiple users needing access to common applications and/or data. Multi-user QuickBooks desktop applications, Sage or AccountEdge, MISys Manufacturing or Acctivate Inventory, ShipGear or Starship, Fedex or UPS and much more… we host the applications that businesses use every day.

NOOBEH keeps the applications and data securely running on private Microsoft Azure cloud servers. Centralized, server-based management of applications and data means that software does not have to be installed and maintained on individual computers, so the need for local PC backups and anti-virus and malware protection is also minimized. All users work on the same version of the same software, and everyone accesses the same data in real time. Version control issues and sync problems are entirely avoided when everyone is working in the live system with live data, and Microsoft’s Azure platform ensures that issues due to transient hardware failures are a thing of the past.

When the company has workers that must operate from their local computers, NOOBEH can enable a solution to keep SharePoint in sync with the cloud server, ensuring that workers on and off the server are able to reach the most current version of the files. Users working in QuickBooks can interact directly with SharePoint files and folders by using the native Windows File Explorer where users operating on their local PCs access SharePoint via OneDrive or via the web. This approach delivers the best of both worlds to businesses who need more flexible modes of operating.

Contact us today to find out more about how we can help your business do more in less time, improve efficiency and work more effectively with a system that works where and when you need it.

jm bunny feetMake Sense?

J

Cybersecurity Terms Every Business Owner Should Know, and Zombies are Bad

The world of cybersecurity constantly changes, making ongoing education the key to understanding the threats businesses face and how to possibly deal with them.

Cybersecurity is often defined as a set of techniques for protecting an organization’s digital infrastructure – the networks, systems, and applications – from being compromised by attackers and other threat actors. Cybersecurity is comprised of the efforts to design, implement, and maintain security for any organization network which is connected to the Internet.

Cybersecurity is made up of the technology, people, and processes which create strategies to protect sensitive data, ensure business continuity, and safeguard against financial loss.

To understand what cybersecurity entails, it is important to have a basic understanding of the relevant terminology.

Starting with a few that are frequently misused, here are some cybersecurity terms to add to your business vocabulary.

Data are the bits and bytes. When multiple bits and bytes are combined, they make up information. Knowledge is required to turn information into action.

A threat is the possibility that something bad that might happen, while a risk includes the probability of the bad thing happening and the possible result.

Risk Management is the process of responding to the possibility that something bad might happen. Traditionally, there are four options for managing risk in the business: accept it, transfer it to someone else, avoid it altogether, or mitigate it (reduce the severity).  To manage cybersecurity risk, many businesses establish requirements or controls to identify activities, processes, practices, or capabilities an organization may have. Controls may or may not be mandatory, but requirements generally are.

Information Security, or Information Assurance, is the protection of facts, news, knowledge, or data in any form. Information Assurance is an important aspect of preserving business resources and is often combined with cybersecurity, although it isn’t squarely in that area. Where cyber addresses digital, information security must also address non-digital such as paper, human knowledge or memorized, stone tablets, pictures, and signals or whatever.

Authentication is the process of proving an individual is who they say they are (claiming an identity and then proving it), whereas authorization is the use of access controls to determines and enforces what authenticated users are permitted to do within a computer system. Access Controls are the means and mechanisms of managing access to and use of resources by users.

Audits, in cybersecurity, are usually performed after a security incident. In general, an audit is an official inspection of some type. An assessment is often more like a health check for gauging capability or status. Audits may be performed internally or by outside entities. Compliance is meeting a requirement, whether internal or external. Sometimes these are regulatory requirements where a certification or attestation of some type is shown. Both audits and assessments may be required to be compliant with certain standards or designations.

A cyberattack is any attempt to violate the security perimeter of a logical environment. This could be a single computer system, a local or wide-area network, a cloud server, etc. – whatever is within your “perimeter” and is interconnected with your systems, regardless of location in the physical world. Cyberespionage, on the other hand, is the unlawful and unethical act of violating the privacy and security of an organization for the purposes of leaking data or disclosing internal, confidential, or private information.

And then there’s malware (malicious software), which includes any code that is written for the specific purpose of causing harm, disclosing information or in some other way violating the security or stability of a system. The malware category includes lots of different types of terrible and potentially damaging programs including virus, worm, Trojan horse, logic bomb, backdoor, Remote Access Trojan (RAT), rootkit, ransomware, and spyware/adware and more.

To better-secure your systems, multi-factor or two-factor authentication is suggested. Multi-(multiple) factor and two-factor authentication are a means of verifying a “claimed” identity using two or more types of proof (authentication factors). The password is typically the initial proof provided, and the other factor/method might be SMS to your phone or possibly an authenticator app.

For example: You claim that the email address is your identity, and you verify that by entering your password. That is one “factor” that proves your identity. But if your password gets hacked or revealed, it would be good to have another layer of protection on that login. Two is better than one in this case; MFA (multi-factor) and 2FA (two-factor) authentication is considered stronger than any single factor authentication and requires another method (factor) of identification to prove your identity.

Finally, there are zombies. Yes, Zombies. This is a term that relates to the concept of a malicious network of “bots” (a botnet). Botnets are made up of poor, innocent computers that are compromised by malicious code so that they can run remote control or other agents. The agents give the attackers the ability to use the system’s resources to do nefarious things, like perform illicit or criminal actions. The zombie can be the system that hosts the malware agent of the botnet, or it could be the malware agent itself. Either way, zombies are bad.

Security is an essential consideration for every business, and the Internet and the interconnected design of today’s technology has made things so much more complicated. The most important thing is to be aware of the threat and how that landscape is changing, and to educate team members so that everyone in the company participates in keeping the system, and the business, protected.

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J