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EazyEFT Installation Guide #1

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 a standalone type installation. 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.

Before you proceed, it is advisable that you download the latest version v2.2.0.0 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.


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 Standalone Machine

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 '‘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) 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.

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 your machine.

1.17) At this point, if you have never used EazyEFT before, then we would suggest that you click on Help >> Getting Started (at the top right) and have a read through this section of the help file. It will take about 10-15 minutes, but will guide you through everything you need to know re setting the system up initially, as well as giving you a complete step by step guide to creating your first SEPA file for transmission to your bank.


Step 2 - 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 this machine. Without a valid license file installed, you will be unable to create any SEPA XML files for sending to your bank on this 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 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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