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Docx > Setup
Setup
Installation and Configuration
The following steps are to be completed with the assistance of the Treasury Software Support Department. They are included for your planning and reference. Please schedule an installation at your earliest convenience.
Please also note that the upgrade steps below are only for the accounts that Docx chooses to upgrade. If an account was created solely to satisfy a reporting period, or keep the records under 65,000 records for Excel reporting, then the account does not need to be migrated. The decision is Docx.
| a. | Backup all SQL Databases |
| b. | Enter into the Software, and click on File>Maintenance |
| d. | Update the SQL user ID and password to the SA user ID and password or another SQL user ID and password with System Administrator rights to the SQL Server |
| 1) | Upgrade to Current Version |
| a. | Download Setup_Current_Upgrade.exe from: http://treasurysoftware.com/Setup/setup_current_upgrade.exe |
| b. | Save the File to your PC |
| c. | Double click on the File to start the Install Shield Wizard |
| i. | Enter in “tstrialupgrade” as the password |
| ii. | Allow the install shield wizard to complete |
| a. | Select the Sample Account from the drop down box or click File>Open/Select Account and choose the Sample |
| b. | You will immediately be prompted to upgrade Accounts |
| c. | Verify all accounts, including Sample, are checked |
| d. | Change the Radio button to YES for the “logged in as administrator” section |
| e. | Click Finish, and wait for the program to upgrade all SQL accounts (this may take several minutes) |
| f. | Upon completion, you will see a message box indicating the Upgrade was successful, and a prompt to exit and restart the software |
| 3) | Enter New License Codes |
| a. | Upon Restart, click File>Enter License Codes |
| i. | Enter in the new License ID and License Password |
| ii. | Click the Register button |
| b. | On the webpage that follows, enter in your email address to receive the authentication code. |
| c. | Upon receiving the authentication code, copy and paste the code into the Authentication Code text box on the Enter License Codes window and click the Authenticate button |
| d. | Exit and Restart the software |
| 4) | Install Treasury Software Advance Reporting |
| a. | Download the setup file from http://treasurysoftware.com/setup/Setup_advancedreporting.exe |
| i. | Save the file to your computer |
| b. | Double click the file to launch the Install Shield Wizard |
| c. | You may be prompted to install the MSI 3.0 |
| i. | If so, please click Yes and wait for the MSI 3.0 to install |
| d. | You may be prompted to install the Microsoft .NET Framework 2.0 |
| i. | If so, click yes to download and install the .NET Framework 2.0 from Microsoft |
| ii. | The installation time for the .NET Framework may exceed 30 minutes depending on your internet connection and the Microsoft Server load |
| e. | Once the prerequisites have been installed, continue with the Install Shield Wizard for the Treasury Software Advanced Reporting |
| f. | Click Finish when the Wizard has been completed |
| g. | If prompted, reboot system. |
| 5) | Configure DOCX Accounts |
| a. | Start the software and enter into one of your accounts. |
| b. | Click File>Options>General |
| i. | In Custom Code 1, enter in 248 |
| ii. | In System Custom Code, enter in 248 |
| d. | Close the Options window |
| e. | Click File>Options>General |
| g. | Click the hyperlink labeled “DOCX – Setup” |
| h. | Click Yes when prompted to continue |
| i. | If prompted to 'Populate' Custom Import Menus - do so now with the assistance of the Treasury Software support department (download Service Pack - from main menu 'File', 'Update', 'Service Pack'). |
| j. | Exit and Restart the software |
| k. | Upon Restart, enter into your account and click the Import menu (top menu) |
| l. | Verify the options for “Update Checks with Invoice #s” and “Docx – Treasury Template” are listed |
| m. | Select 'Docx – Treasury Template' |
| n. | When the Reporting Window Loads, click on the far right hand button on the toolbar labeled “Upgrade Stored Procedures” |
| o. | On the form that opens, enter in the SA ID and PWD, or the ID and Password of another SQL user account with System Administrator Rights to the SQL Database |
| q. | Click Ok on the All Stored Procedures Created message box (will close the form) |
| r. | Close the Reporting Window |
| s. | Repeat steps 5A – 5R on all additional accounts |
Page url: http://www.treasurysoftware.com/custom_users/docx248/index.html?setup.htm
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