Cash Manager Installation Guide

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1 Cash Manager Installation Guide

2 Contents Minimum Requirements... 3 Supported Operating Systems... 3 Other Requirements... 3 Installation... 4 Configuration Sybiz or Evolution... 7 Configuration Ostendo... 8 Licence Setup... 9 Configure Server Settings

3 Minimum Requirements Supported Operating Systems Windows XP SP3 Windows Server 2003 Sp2 Windows Vista SP1 or later Windows 7 Windows 8 Windows Server 2008 Windows Server 2008 R2 Windows Server 2012 Windows Server 2012 R2 Other Requirements Windows Installer 3.1 or later Microsoft.NET Framework 4.0 or later Microsoft SQL Server 2008 or later + login details Valid Cash Manager license file Rights to install software Supported Business System o Sybiz Vision.Net o Sages Pastel Evolution o Ostendo 3

4 Installation 1. Download installation file from 2. Run cashmanager-setup.exe to launch the installation wizard 3. Press Next on the Welcome to Cash Manager Setup Screen 4. Read and accept the License Agreement by clicking I Agree 4

5 5. Press Next at the Choose Components screen 6. Select installation location and press Install to start the installation process 5

6 7. Press Finish to complete the installation of Cash Manager 6

7 Configuration Sybiz or Evolution 1. Launch the Cash Manager software 2. Click the Settings button to setup Business System database. 3. Enter the SQL Server settings to link Cash Manager to the required Business System database (Sybiz Vision / Sage Pastel Evolution). Click Save and Close to return to the login screen. 7

8 Configuration Ostendo 1. Launch the Cash Manager software 2. Click the Settings button to setup Business System database. 3. Enter the Ostendo Server settings to link Cash Manager to the required Business System database. Click Save and Close to return to the login screen. Note: The Server field will be the computername of the server and the Database Path will be the local path on that server to where the.fdb file is located. 8

9 Licence Setup 1. Enter the username and password and click the Login button to login to Cash Manager 2. Click Yes to upgrade the database with the necessary Cash Manager information. 3. Click Yes to the license prompt, this message is received if the Snapshot database has not yet been licensed, or the license file has expired. 9

10 4. Click the Load License button, browse to the Cash Manager Licence file and click OK. 5. Click OK to the Licence confirmation screen. 10

11 Configure Server Settings Cash Manager requires SMTP server settings so notifications can be sent to customers. 1. Select the Administration tab and click the Settings button 2. Enter the relevant SMTP Server settings, consult your IT Administrator if required. An signature can be entered by using the Signature box and if required an image can be attached using the Change Image Button. Use the Send Test button to verify the settings entered have been configured and the signature is displaying as expected. Then click Save and Close 11

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