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EazyEFT Installation Guide #3

Last updated 4 October 2016


Introduction

EazyEFT can be installed on a standalone machine to which no one else will have access, or it can be installed on a network server and accessed from multiple client machines. You CANNOT install two separate copies of EazyEFT on two separate machines pointing to two separate data files. This is prohibited by the terms of the software license agreement.

This guide will explain how to move EazyEFT from an existing standalone machine to a new standalone machine (e.g. migrate to new machine). If you require a different type of installation then please select a different guide from our downloads page http://www.lirsoftware.com/downloads.aspx.

If you are unsure which type of installation is best for your organisation, then please contact our Customer Helpline number above and we can advise accordingly.


Steps Involved

In order to successfully move EazyEFT from one machine to another, there are four essential steps that need to be carried out in sequence, as follows :-

1) Install EazyEFT on the new machine.

2) Copy your existing data file and output folder from the existing machine to the new machine.

3) Install your existing EazyEFT license file to the new machine.

4) Uninstall EazyEFT from the existing machine.

You CANNOT simply copy the EazyEFT folder from one machine to another. This will NOT work. You must follow each of these four steps as outlined in detail below.


Requirements

Before you proceed, it is advisable that you download (to the new machine) the latest version v2.1.8.0 of the EazyEFT installation program from our downloads page http://www.lirsoftware.com/downloads.aspx. When downloading, if you are prompted to 'Run' or 'Save' we would advise that you choose 'Save', as you may need to run the installation program a number of times depending on which, if any, of the two prerequisites are already installed on the new machine.

Important : When you originally purchased (or last renewed) EazyEFT, you would have received a confirmation email with a link to your license file. You will need a copy of this email to hand in order to complete step 3.

You will also need a USB key, an external hard disk or some other mechanism of copying the data file from one machine to the other.

Before you start, you should run EazyEFT on the existing machine and go into Payments >> Files Created. When you click on 'Go' all the previously created files will be listed. Make a note of the 'Internal Reference' of the most recent file. We will use this later to check that you have successfully copied across the existing data.

Check Internal Reference

Prerequisites

Before EazyEFT can be installed on a machine, 'Microsoft .Net 4 Framework' and 'Crystal Reports Runtime' must also be installed. If you are running Windows 7 or later, then almost certainly 'Microsoft .Net 4 Framework' will be installed already. 'Crystal Reports Runtime' may or may not be installed already, depending on what other applications you have previously installed on the machine. The EazyEFT installation program will automatically detect if either of these two prerequisites are not installed and will guide you to the relevant download for each, if required.


Step 1 - Install EazyEFT To New Machine

1.1) First ensure that you are logged into the new machine as the local Administrator (or equivalent).

1.2) Right click on EazyEFT-SEPA-Edition-Install.exe and select 'Run as administrator' (as shown below). If prompted by User Account Control, click ‘'Yes'’ to allow the installation program to run with full administrator permissions.

Run As Administrator

1.3) The '‘Welcome'’ screen should now be displayed. Click on ‘'Next'’.

1.4) Read the terms of the software license agreement. If you agree, click on '‘I Agree'.

1.5) When prompted 'What would you like to do ?', ensure that '‘Install on a standalone machine' is selected (as shown below) and click on '‘Next'’.

What would you like to do ?

1.6) At this stage the installation program will check if the two prerequisites mentioned above are installed. If a message similar to the one below appears, then this means that the first prerequisite, 'Microsoft .Net 4 Framework', is not installed on this machine. If this message is not displayed, proceed directly to step 1.7 below.

Cannot Detect Microsoft .Net 4 Framework

By clicking on 'OK' the EazyEFT installation program will terminate and you will be brought to the Microsoft website. From there you can download and install 'Microsoft .Net 4 Framework'. Once 'Microsoft .Net 4 Framework' is installed you can then come back and restart the EazyEFT installation program from step 1.1 above.

1.7) If a message similar to the one below appears, then this means that the second prerequisite, the required 'Crystal Reports Runtime', is not installed on this machine. If this message is not displayed, proceed directly to step 1.8 below.

Cannot Detect Crystal Reports Runtime

By clicking on 'OK' the EazyEFT installation program will terminate and you will be prompted to download the 'Crystal Reports Runtime' installation program. Once you have downloaded and installed the required 'Crystal Reports Runtime' you can then come back and restart the EazyEFT installation program from step 1.1 above.

1.8) If the select 'Destination Folder' screen is displayed (as shown below), then this means that the two prerequisites are in fact installed and the EazyEFT installation program can continue, so just click on '‘Next'’ to accept the default destination folder.

Select Destination Folder

1.9) When prompted to select 'Data File Folder' we strongly advise that you leave the default data folder as is, so just click on '‘Next'’ to accept the default folder.

1.10) Click on '‘Next'’ to accept the default 'Program Manager Group' of EazyEFT SEPA Edition.

1.11) When prompted with '‘Start Installation',’ click on ‘'Next’'.

1.12) When 'Installation Complete' is displayed, click on ‘'Finish’'.

1.13) You should now be able to run and log in to EazyEFT by clicking on the EazyEFT SEPA Edition icon on your desktop.

1.14) Please bear in mind that we haven't copied across your existing data yet, so for the moment this is a new blank database. So when prompted, enter the default 'User Name' and 'Password' that were provided in the confirmation email that you should have received after you downloaded the EazyEFT installation program. Your existing logon credentials will, almost certainly, NOT work just yet.

1.15) When you run EazyEFT for the very first time it will need to build the database and do some initial configuration. Just click on 'Ok' when prompted.

1.16) When the EazyEFT 'Main Menu' and 'Home Screen' are displayed, then you have successfully installed EazyEFT on the new machine, albeit that you have a blank database.

1.17) At this point you need to exit completely out of EazyEFT in order to copy across your existing data.


Step 2 - Copy Existing EazyEFT Data File To New Machine

Now that EazyEFT is installed and working on the new machine, albeit with a blank database, the next step is to copy all your existing data from the existing machine to the new machine.

All your EazyEFT data is contained in a single database file called ‘EazyEFT.SepaEdition.Data.fdb’ and by default this file will be in a 'C:\ProgramData\Lir Software\EazyEFT SEPA Edition\DataFiles' folder on your existing machine.

Note : In the unlikely event that you are still running Windows XP on the existing machine, then you will not have a 'C:\ProgramData' folder. Instead the file should be in your 'C:\Documents and Settings\All Users\Application Data\Lir Software\EazyEFT SEPA Edition\DataFiles' folder.

Alternatively, you can run EazyEFT on the existing machine, click on Tools >> System Information in the Utilities section and check the 'File Location' displayed.

Important : The folder you are looking for is ‘'C:\ProgramData’' which is completely different to 'C:\Program Files'.

The ‘'C:\ProgramData’' folder is normally hidden and may not be visible when you try to browse all the folders on your C: drive. If this is the case then simply type '‘C:\ProgramData'’ in to the top of the Windows Explorer address bar (as shown below) to show the contents of this hidden folder.

Program Data’ Folder

Important : Before you can copy your data, you need to exit completely out of EazyEFT on both the existing and new machines.

Once you have exited out of EazyEFT on both machines and browsed to the appropriate 'DataFiles' folder, you can now copy the ‘EazyEFT.SepaEdition.Data.fdb’ file from the existing machine to a USB key or to an external hard disk. It is also a good idea at this point to make a note of the size of your existing data file.

Once the file has been copied, unplug the USB key (or external hard disk) from the existing machine and plug it into the new machine. If you browse to the 'C:\ProgramData\Lir Software\EazyEFT SEPA Edition\DataFiles' folder on the new machine you should see an EazyEFT.SepaEdition.Data.fdb already in this folder. This is the new blank database that was installed by step 1 above and it should be about 9-10 MB in size (as shown below).

Program Data’ Folder

Delete this file and copy the data file from the USB key (or external hard disk) into this same folder. Once copied on, check the file size now displayed. It should be bigger than 10 MB and should match the file size that you noted from the existing machine (above).

Important : Do not copy the data file from the USB key to your 'C:\Program Files\Lir Software' folder, or to any other folder on your new computer for that matter. This will not work. It must be copied to the exact same folder that contains the new blank database as installed by step 1 above.

At this point you should now be able to run EazyEFT on the new machine and log in using the same 'User Name' and 'Password' that you would have used previously on the existing machine.

To check that your data has been copied across successfully, go into Maintenance >> Customers (or Suppliers) and check that all your Customers (or Suppliers) are listed.

Next go into Payments >> Files Created and click on 'Go' and make sure that all your previously created files are listed. The 'Internal Reference' of the most recent file displayed should match the 'Internal Reference' that you noted from the Requirements section at the start of this document.

Now that your data has been copied across, you need to check that you have access to your 'Output Folder'. To do this go into Set Up >> Company Maintenance.

EazyEFT Output Folder

If the output folder is a local folder on the existing machine (i.e. starts with C:\), then you need to ensure that a folder of the same name exists on the new machine. Whilst you can simply create a new empty folder (with the required name) on the new machine, it is recommended that you copy the entire folder from the existing machine to the new machine, as this will also copy across all the SEPA XML files that you have previously created. Click on the 'Test' button to check that the output folder does in fact exist on the new machine.

If the output folder points to a mapped network drive or a network share (e.g. \\yourservername\.....) then click on the 'Test' button to check that you have the required access rights to the specified folder.

At this point you need to exit completely out of EazyEFT in order to install your license file.


Step 3 - Install EazyEFT License To New Machine

When you originally purchased (or last renewed) EazyEFT, you would have received a confirmation email containing the link to your license file. Once you have a copy of this email to hand, please see EazyEFT License Installation for full step by step instructions on how to install this license file to the new machine.

Once you have installed your license file successfully and the correct 'Registered To' and the 'License Expires On' date are displayed on the About box on the new machine, then you have successfully moved EazyEFT to the new machine.

If the About box is still showing 'Evaluation Copy' then your license file has NOT been installed correctly and you will be unable to create any new SEPA XML files for sending to your bank on the new machine.


Step 4 - Uninstall EazyEFT From Existing Machine

At this point it is recommended that you uninstall EazyEFT from the existing machine. There are two main reasons for doing this :-

Firstly, and as mentioned previously, you cannot have two separate copies of EazyEFT on two separate machines pointing to two separate data files. This is prohibited by the terms of the software license agreement.

Secondly, and more importantly, the creation of SEPA compliant XML files requires that every file contains a unique file number, that every batch within a file contains a unique batch number and that every transaction within a batch contains a unique transaction number. Creating files from separate machines pointing to separate data files cannot guarantee this uniqueness, and almost certainly will cause random transactions and/or complete files to be periodically rejected inexplicably by your bank.

Please see Uninstalling EazyEFT for full step by step instructions on how to uninstall EazyEFT from the existing machine.


Java

Whilst not required by EazyEFT itself, quite a lot of banks require that you have an up to date version of Java installed on your machine in order to log in to your online banking and to upload the SEPA XML files created by EazyEFT. If you are going to be uploading the created files from this new machine, then please visit www.java.com to ensure that you have the recommended version of Java installed for your operating system.


If having followed the above steps and you are still having an issue installing EazyEFT, then please contact our Customer Helpline number above.


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