Getting Started - Installation

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Advanced Integration Topics > Getting Started - Installation

Prior to integrating applications, you will need to install and configure the development environment. This includes the runtime, sample account and documentation.

1. Install the runtime, sample account and documentation

http://www.treasurysoftware.com/download.aspx

This will install a full working version of the software, along with a trial use license.

2. Convert the trial license to a full license

Start Treasury Software. From the main menu select 'File', 'Enter License Codes' and enter the information you have received from Treasury Software licensing.

3. Migrate the platform from desktop to your SQL Server

From the main menu select 'File', 'Migrate to SQL Server' and follow the wizard. When prompted, exit and re-enter the software.

4. Create a new test bank account (database) on the SQL Server

From the main menu select 'File', 'New Account', and follow the wizard. For additional 'Step by Step' documentation:

http://www.treasurysoftware.com/Help_ACH_Universal/index.html?install_sql_server_installation.htm

This step will create a new bank account and sample account on the SQL Server.

Note: We only install database objects (tables, stored procedures, etc...) on the SQL Server. We maintain the integrity and 'pristine' nature of the SQL Server and never install software of any kind on the server.

5. Publish to Citrix (if applicable, if licensed)

If not already installed on the Citrix MetaFrame server, follow steps 1 - 3 above, and then 'Publish' from within Citrix.

From the same machine's local operating system, not Citrix, start Treasury Software. From the main menu select 'File', 'Maintenance', 'Citrix' and follow the instructions on the Citrix tab.

Page url: http://www.treasurysoftware.com/TSHelp/index.html?getting_started.htm