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EazyEFT Installation Guide #5

Last updated 23 May 2017


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 a client type installation where your EazyEFT data is already stored on your server and you now want to access it from a new client 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 install EazyEFT on a new client machine, there are three essential steps that need to be carried out in sequence, as follows :-

1) Install EazyEFT on the new client machine.

2) Check that you can see your existing data on the server.

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

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


Requirements

Before you proceed, it is advisable that you download 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 your 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.

If you already have EazyEFT installed and working on one or more other client machines, then before you start, you should run EazyEFT on one of the existing client machines 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 can see the same 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 - Installing EazyEFT On A Client Machine

Very Important : If you already have EazyEFT installed and working on one or more client machines, then before doing the install on the new machine, you will need to ensure that ALL your existing machines have been updated and are already running the latest version v2.1.8.0. You CANNOT have different versions of EazyEFT on different machines. All machines MUST be running the same version. If you do install a newer version on the new client machine, then all your existing machines may be prevented from running EazyEFT, until they have been updated to the same version.

1.1) First ensure that you are logged into the local machine as the 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 '‘Network Install - Client’' is selected (as shown below).

What would you like to do ?

1.6) Ensure that the correct server name is entered. This should be the same server name that was displayed when you initially installed EazyEFT on the server. If you do not know what the correct server name is, but you already have EazyEFT installed and working on an existing client machine, then you can run EazyEFT on this existing machine, click on Tools >> System Information in the Utilities section and make a note of the 'Server Name' displayed.

Note : When entering the server name do NOT use UNC notation (e.g. \\YOURSERVERNAME is incorrect and will not work). Just enter the machine name of the server without any leading backslashes (e.g. YOURSERVERNAME).

Once you have entered the correct server name, click on ‘'Next'’.

1.7) 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 1.8 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.

1.8) 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 1.9 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.

1.9) 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

1.10) 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) If this is the first client machine that EazyEFT has been installed on, then 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.

If on the other hand, you already have EazyEFT installed and working on one or more other client machines, then you can use your existing logon credentials.

1.15) If EazyEFT is being run for the very first time, it will need to build the database and do some initial configuration. Just click on 'Ok' if prompted.

1.16) When the EazyEFT 'Main Menu' and 'Home Screen' are displayed, then you have successfully installed EazyEFT on the client machine.


Step 2 - Check Existing Data

To check that you can see your existing data, 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 you can see your existing data, 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 as shown above (i.e. starts with C:\), then please note that this is NOT recommended for a client / server type installation. Instead you should use a shared folder on your server (e.g. '\\yourservername\company shared folder\SEPA'). That way, regardless of who creates the file on whatever machine, the file will always be created in (and uploaded from) the same place.

You can click the 'Test' button, to check that the specified folder does in fact exist and 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 - Installing Your EazyEFT License File (Registered Customers Only)

If you have previously purchased a license file for EazyEFT then please see EazyEFT License Installation for full step by step instructions on how to install your license file to the client machine. Without a valid license file installed, you will be unable to create any SEPA XML files for sending to your bank on this client machine.

If you have not yet purchased a license, then you can ignore this step and just run EazyEFT in evaluation mode.


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 client 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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