New installation (network)

Transcription

1 New installation (network) For the installation of this program you require the following data: Licensing number (optional - depending on bank) Communication authorisation and password (can be found in the password document) Disposer and PIN (can be found in the PIN document) Access data to the bank server (can be found in the password document ) A network installation with database service must be carried out directly on the server. Administration rights are required for the installation on the server. Thus the network installation must be carried out by an IT specialist. Start setup 1. Close all other Windows applications before starting the setup. 2. Start the installation by double-clicking on the adequate setup file. 3. The installation is being prepared. 4. Select the language version you want to install (German or English) and confirm with <OK>. Welcome window Via the <Instruction> button you can call the installation instruction. These documents support you during the installation of the program. The installation instruction can also be called with the [F1] key at all times. Continue the installation with <Next>. Choose Install Set Select "ELBA New installation" by clicking on (installation identifier will be depicted in blue) and confirm with <Next>. Important information General information to a new installation are displayed in the following dialogue. Read this information carefully and confirm with <Next>.

2 Licensing 1. Select the "Licensing bank" from the list box "Bank". 2. According to your selection the first part of the licensing number is given. The rest needs to be added according to your password document (without slashes and hyphens) after successful installation in the course of userlogin. 3. Change to the field "Registered for:" with the tabulator key, record your (firm's) name and confirm with <Next>. Specify program directory Enter the directory on the server in which you wish to install the program. This directory has to be empty! All program files and the Java Runtime are stored in this directory. The program directory (C:\Programme\ELBA5 or C:\Program Files\ELBA5) is proposed by default on Windows 7. This directory will also be proposed after clicking the <Restore Default> button. If you wish to define another directory for the installation, enter the desired path or call up the "File search" dialogue with the <Choose...> button. Select the desired folder and confirm with <OK>. If you wish to install the program into a new folder, first mark the superordinate drive with <Choose...>, confirm with <OK> and then complete the path manually. Please make sure, that the installation path does not contain umlauts or special characters! Continue your installation with <Next>. Specify data directories Analogously to the program directory please define the directories for the database and/or the variable Electronic Banking data (export data, log files, request/reply files and properties files). The default paths as "C:\Program Files\ELBA5\ELBA_data..." for the variable data as well "C:\Program Files\ELBA5\db..." for the database

3 are given automatically. You can define a different directory manually or by clicking <Choose> (File search dialogue). Continue the installation with <Next>. Specify database Here you define several parameters for the database. We recommend to adopt the suggested default values. Changes are only necessary if several "SQL Anywhere" services are running simultaneously in your network (e.g. multiple companies use this program in the same network). These values will be stored in the file "merkur.properties". In case of doubt change these values only after consulting your ELBA hotline. Default values: Database name: ELBA5SRV Port: 2640 Service name: Elba-5 Option "Start database manually" is disabled ELBA5SRV is the name of the ELBA database on your server. The file, which contains your Electronic Banking data is named elba5.db. The service name is the name of the database service on your server. Continue the installation with <Next>. Specify shortcut location Establish at this point where the program shortcut is to be filed on your computer. Activate the radio button in the desired position: In a new Program Group: You can select any name for the new program group (e.g. "ELBA5..."). In the future, the program call will take place with the button <Start> >> Program files >> ELBA5.... In an existing Program Group: You can select an already available program group from the list box (e.g. "ELBA"). In the future, the program call will take place with the button <Start> >> Program files >> ELBA.... In the Start Menu: The "ELBA5" connection recorded in the start menu is only visible to the current user. In the future, the program call will take place with the button <Start> /ELBA5. On the Desktop: The "ELBA5" connection is recorded on the desktop of the current user. In the future, the program call will take place with a double-click on the Electronic Banking symbol on your desktop. If you

4 activate the option "Create Icons for All Users", the Electronic Banking symbol is available on the desktop of each user. In the Quick Launch Bar: The Electronic Banking symbol is depicted in the therefore designated part of the tool bar. In the future, the program call will take place with a click on this symbol (Exception: Windows NT has no "Quick Launch Bar"). Other: With the <Choose...> button you reach your file overview and can select an existing file or create a new one. In the future, the program call will take place with this file. Don't create icons: In this case you start the program by executing the ELBA5.exe file in the ELBA program directory. Then click on <Next>. Specify additional shortcut positions This dialogue window will only be displayed if the following options were NOT activated: On the Desktop In the Start Menu Don't create icons Here you can define additional shortcut positions for the program call to the already specified ones. 1. On the Desktop 2. In the Start Menu If the option "Create Icons for All Users" is activated, the new options will be available for all users. Pre-Installation Summary Before the actual installation procedure, your details will again be displayed in a summary. If necessary, you can call the previous setup window with the <Back> button and change your entries. At the end of the summary you get a disk space information (required and available disk space of the installation target). Click on <Install> to start the installation. Installation procedure The program will now be installed into the previously given directories. A bar shows the extent of the procedure. Firewall configuration

5 Firewall configuration A message will appear which referes to the need of verifying your Firewallconfiguration due to the fact that the database needs to be reachable by the clients. To ensure access to the database the Port 26xx (incoming) has to be opened on your Firewall. End setup After all files are copied onto your computer, the setup is complete. End the installation procedure with <Done>. Files that were placed temporarily on your hard disk for the installation procedure are then deleted and the installation instruction opened before is closed. To ensure being up-to-date especially in case short-dated, urgent service releases have been provided, updates will also be searched in the course of a new installtion. The additional installation will be executed in the background when indicated. A message informs you, that the program version and database version do not match. Therefore it is necessary to update the database. Continue with <Start update>. 1. At first you are asked to execute a data backup. 2. Due to the fact that in course of a new installation no individual data exist, please click on <Continue without data backup>. 3. The database update will be executed automatically. 4. Confirm the message database update has been carried out successfully with the button <OK>. Afterwards please complete the license number according to your password documents (without slash/hyphen) and confirm with <OK>. Due to the potentical installation of updates, now a dabase regorganisation will be executed as well. Save he received PDF-file which informs you about the latest program innovations to your desktop. After the complete installation, the program and the assistant check list are started automatically. From this time on, also a comprehensive ONLINE Help is available, which you can call with the [F1] key. Use this help information for the following steps: user login and system assistant Program shortcuts on client systems

6 Program shortcuts on client systems After the successful installation on the server, the following steps have to be carried out on EACH client: 1. Your system-administrator has to connect the respective network device on the client (ELBA5 folder) and he has to assign the access rights. If possible: read access and write access to the whole ELBA5-directory. If only minimal access is required, the permission has to be given as folllows: Write access to logs, elba5.db, programm/certificat, properties, in_out. Read-access to the whole ELBA5-directory. 2. Create a shortcut to the ELBA5.exe (can be found in the ELBA5 directory) on the desktop via the context menu (context_menu.html). Following, Electronic Banking can be started by a double-click onto the created shortcut symbol.