Info - Raiffeisen

ELBA-business
Electronic banking for your office
Installation Guideline
ELBA-business 5.4.1
Network / Multiuser Installation
Installation Guideline Network / Multiuser 5.4.1
December 2009
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ELBA-business
Electronic banking for your office
Table of contents
1. Preface ...................................................................................3
1.1 Before Installation............................................................................................3
1.2 What you need before the installation of ELBA ...............................................3
1.3 Definitions........................................................................................................4
2. Installation guideline ..............................................................5
2.1 Installation ...................................................................................................... 5
2.2 What are bank data?.....................................................................................11
2.3 Assistant for the set up of bank data.............................................................11
2.4 Connection of ELBA to workstation/client......................................................20
2.5 Access to ELBA.............................................................................................20
3. Database backup .................................................................21
3.1 General..........................................................................................................21
3.2 Possibility 1 (Back-up on the server via automated magnetic tape backup) .................21
3.3 Possibility 2 (Backup on the server without tape backup) ........................................22
4. Multiuser configuration ........................................................23
5. Technical Annex ...................................................................24
5.1 dial-up Network under Windows 2000 ..........................................................24
5.2 dial-up Network under Windows XP ..............................................................25
5.3 dial-up Network under Windows Vista ..........................................................26
5.4 Integration of foreign banks...........................................................................28
5.5 Additional technical information about installation ........................................29
5.6 ELBA-Installation on the terminal-server or citrix-server ...............................29
Installation Guideline Network / Multiuser 5.4.1
December 2009
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ELBA-business
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1. Preface
1.1 Before Installation
You You have have to to install install your your ELBA ELBA program program directly directly on on on the the server server
server
(standard: (standard: server server server under under C: C:\Program
C: rogram Files Files\ELBA5)
Files
ELBA5)
Please notice that all “ELBA-workstations” that schould access ELBA from the networkdrive have to
have the same access permission to the network drive e.g. K:\ELBA
For the network installation two possibilities are available and described as follows:
Network Network installation installation:
installation
ELBA 5 can be installed in the network for shared access from several work stations. Thereby
is only one concurrent access to your ELBA by one user at a time possible.
Please note that the installation has to be executed directly on the server and only from an IT
expert who has required administrator rights on this server.
In the course of the network installation a data base service called “SQL Anywhere - Elba-5”
has to be installed additionally.
Multiuser Multiuser-compatible Multiuser compatible network network installation:
installation:
It is the enhancement of the network installation.
The multiuser-function has to be separately requested from your account manager at your
Raiffeisen bank. The installation is the same like the network installation but consequently a
defined number of users have access to your ELBA data AT THE SAME TIME – concurrent
users.
Please note that beside the successful installation of ELBA-business the implementation of
the data base base backup (described on page 21/chapter 3) is an essential part for your daily
operations.
1.2 What you need before the installation of ELBA
ELBA CD-Rom
Envelope with password
Envelope with PIN (from each of your ELBA-disposers)
User name and password of your Internet-Provider (in case of dial-up communication)
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December 2009
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1.3 Definitions
LICENCENUMBER (to be found in the envelope with the password):
This is the number under which your ELBA-version is licensed. It is needed during the
installation process.
COMMUNICATION AUTHORIZATION (to be found in the envelope with the
password)
This authorization is a synonym for your (business-) name e.g. ELVIE3xKBV00001.
It is also needed during the installation process.
PASSWORD (to be found in the envelope with the password)
The password refers to the communication authorization and and is also needed during the
installation process.
AUTHORISED SIGNATORY (to be found in the envelope with the PIN)
Each authorised signatory receives a TAN list.
PIN (to be found in the envelope with the PIN)
This is a five-digit numerical code which refers to the authorised signatory.
TAN (list)
TAN = Transaction number or “electronic signature”. Each TAN is valid only once and is
used to “sign“ orders (e.g. monetary transfers).
USER
Access to the program is only possible for user (max. 8-digits) with an appropriate password.
You can define the user by yourself in the program and you also can determine what this
user will be authorized to do and which accounts he will be authorized to edit.
In ELBA-business 5.4.1 there is a predefined system administrator
(User: SYSADMIN – Password elbaw). This user is available automatically after the
installation and is used for miscellaneous settings. For safety reasons you will be requested
to change your password at first-login.
PASSWORD
You have access to the program with your self defined password. It is always referring to a
single user and has a maximum of 8 digits.
1.4 Instruction manual
A detailed instruction manual of the program can be found in the so-called online help help! help
How does the online help work?
If you have questions to an opened mask in ELBA simply click on the button. Thereby the
online online-help online help to the accordingly opened mask appears.
Installation Guideline Network / Multiuser 5.4.1
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Electronic banking for your office
2. Installation guideline
Important
2.1 Installation
Installation Guideline Network / Multiuser 5.4.1
The network setup has to be executed from your responsible IT system
administrator
administrator!
administrator
administrator
For the installation a linked network drive cannot be selected! The setup has
to be done directly on the server to the servers local hard hard disk disk. disk
Insert your ELBA CD-Rom into your CD drive of your server.
Through the autostart function of the CD-Rom mask 1 1 is opened.
Info
If the autostart function is deactivated please proceed as follows:
Open the windows-explorer
Select your CD-Rom drive
Double click on file “ELBA5_Netzwerk_Setup.exe”
Continue the installation as described under point 2/page 6.
Select in the installation menu of the ELBA CD the link “Welcome Welcome Welcome”. Welcome Continue the installation as
described in mask mask 11.
1
Select the button
‚to the network
installation’
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Installation Guideline Network / Multiuser 5.4.1
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3
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December 2009
Choose the language for your ELBA
installation.
“DEUTSCH” (German) is predefined as
a standard.
Use the pull-down menu to switch to
English.
Click “OK” to get to screen screen 3
To print the installation guideline for ELBA
which includes information to all steps of
the set up, please press “Instruction”.
Note: Note: Only the system administrator is
allowed to make installations on the server.
Click “Next” to get to screen 4
Select “New installation”
Click “Next” to get to screen 5
This screen provides you with more
information concerning the installation of
ELBA-business
Click “Next” to get to screen 6
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Info
Installation Guideline Network / Multiuser 5.4.1
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7
8
We recommend to keep the standard selection of the directories! As a
consequence all ELBA data will be directly saved in the ELBA5-program
directory.
December 2009
Enter the following data:
Your Bank
(from the Pull-down menu)
Your License number
(to be found in the envelope with the
password)
Registered for
(Your company name)
Click “Next” to get to screen screen 7
Choose the directory where you want to install
ELBA.
The directory C:\Program Files\ELBA5
is recommended as a standard.
Here all local hard disks of the server are
available.
Click “Next” to get to mask mask 8
This mask offers the possibility to select the
desired directories where you would like to
save the variable ELBA-data (e.g. elba.db,
export data, logfiles, in_out files, properties
files).
The directories also have to be available
locally on the server hard disk.
Click “Next Next Next” Next to get to mask 9.
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Electronic banking for your office
Installation Guideline Network / Multiuser 5.4.1
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10
11
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Data Data base base name: name: ELBA5SRV
Port: Port: 2640
Service Service name: name: Elba-5
We recommend not to make any changes in
this mask. These data are necessary for the
setting of the ELBA-service.
Click “Next” Next” to get to screen 10
This screen is crucial for how you will have to
start ELBA in the future.
We suggest:
Choose “Don`t create icons” as you
connect the single work stations manually to
elba5.exe after successful installation on the
server.
Moreover please deactivate the option “Create
icons for All Users”
Click “Next” to get to screen 11
This screen gives you a summary of your
selections throughout the installation
process.
If you want to make any changes to your
selections click the button “Previous”
and repeat the respective steps as
described above.
Click “Install” to get to screen screen 12
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14/1
14/2
Installation Guideline Network / Multiuser 5.4.1
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13
December 2009
This screen informs you about the progress of
the installation. There is no input essential!
Screen 13 opens up automatically
After installation the ELBA data base is
automatically started (see mask 14/1)
If this does not work please have a look at
your firewall settings.
Mask Mask Mask 14 14/1 14 14 /1 is opened and closed
automatically.
Click on “next next next” next to get to mask 15
You will be informed about the successful
start of the data base service through the
SQL symbol in the Notification Area (see
mask 14/2).
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Info
Installation Guideline Network / Multiuser 5.4.1
15
In the course of the installation the feature “SQL Anywhere - Elba-5” was
automatically set up on the server.
December 2009
The installation is completed.
Subsequently you have to set up your
bank data as described on the following
pages.
Click “Done” to get to bank data setup.
(see page 11 and the following)
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2.2 What are bank data?
Bank data are your individual data which are necessary to run ELBA properly.
(bank code, account number, disposer,….)
ELBA has an integrated assistant which guides you through the registration process:
1. Authorise Communication is a synonym for your (business-) name
2. Transfer settings configures the connection to the bank server
3. Request bank data calls up your bank data (disposer, accounts etc.) from the bank server
4. Account administration checks the called accounts
5. Authorized disposer/accounts checks your authorized signatories
6. User administration creates users (persons who are allowed to work with ELBA)
7. Individual settings enable to configure user-related settings
8. System settings define guidelines to run the program
2.3 Assistant for the set up of bank data
Installation Guideline Network / Multiuser 5.4.1
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2
1
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3
December 2009
Choose “Authorise communication” in
order to start the set up!
Click “Authorise communication”
to advance to screen 2
Point 1:
Choose your licensor bank from the pulldown
menu.
Point 2:
Enter your communication account (to be
found in the envelope with the password)
Password and Repetition:
Enter your password
(to be found in the envelope with the
password)
Name:
Enter your business name.
Click “OK” to advance to screen 3
Select “Transfer settings” to continue with
the assistant.
In this section you can decide how to
establish the connection to the bank
server.
Click “Transfer settings” to get to
screen 4
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In screen 4 you can undertake settings to establish the connection from
your computer to the bank server.
Depending on your system there are two possibilities described as option A or B:
Option A:
You have ADSL, Cable, or Router?
Activate the option „existing existing connection connection“!
connection
This means that the internet connection is permanently ONLINE and that ELBA-business uses this
connection to log on to the bank server.
No further settings have to be undertaken!
Click “OK OK OK” OK to continue the set up
Option B: (is divided into two options)
1. You have an Internet connection which has to be activated
“manually“.
That means that you have to click “dial” or “connect” after opening the Internet Browser (e.g.
Internet Explorer/Netscape).
Select the entry for your internet connection in the field “Dial-up connection to the
bank server with network entry“.
In the field USER fill in the user name/log in of your internet provider and in the
field “Password” fill in the password.
If you do not know these data please contact your Internet provider.
Click “OK” to continue.
2. You do not have access to the Internet.
Click the symbol under “Dial-up connection to the bank server with
network entry“.
Subsequently your operating software will open an assistant to guide you through the
configuration process. From page 24 onward you will be provided with a set up
guideline concerning such a network – depending on your operating
software.
Confirm by clicking “OK OK OK” OK and start your data transmission.
Installation Guideline Network / Multiuser 5.4.1
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December 2009
The field „Communication account“
is already filled in.
Undertake your settings for the
Communication authorization (see
definition on page 3) now.
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Installation Guideline Network / Multiuser 5.4.1
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Continue with “Request bank data”
Click “Request bank data” to get to
screen 6
Please choose your ELBA-institute
(Raiffeisen.....).
Click “OK” to get to screen 7
The software will create the connection to
the bank server.
In this screen all the single steps of the
login are recorded.
The index card “Analysis” provides you
with further details concerning the request
of bank data.
If the connection to the bank server does
not work please try to start another login!
In case of another failure please contact
the ELBA-hotline!
Click “Close” to get to screen 8
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Installation Guideline Network / Multiuser 5.4.1
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During the request of bank data process you
already have been provided with your
accounts from the bank server automatically.
Please check it with the button “Account
administration“.
Click “Account administration” to
get to screen 9
This screen displays the accounts which
are available for ELECTRONIC BANKING.
Should you require a change/an
enhancement of these authorizations
please contact your account manager at
your Raiffeisen bank.
In the field “Account Holder” you can
add your (business-) address in the
second line (optional).
In the field “Short name” you can
assign a brief description for each account
(optional).
Click “OK” to get to screen 10
The button
“Authorise disposer/accounts”
allows you to check whether the authorised
signatories are attached to the accurate
accounts or not.
The authorised signatories are taken from the
bank server automatically.
Changes can only be requested from your
account manager at your Raiffeisen bank.
Click “Authorise disposer/accounts”
to get to screen 11
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Installation Guideline Network / Multiuser 5.4.1
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12
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December 2009
Here you can see your ELBA authorised
disposers.
Mark every authorised disposer separately
and enter the respective PIN in the field
“PIN” (PIN is to be found in the envelope
with the PIN).
In the field “Repetition” enter the
respective PIN again.
Click “OK” to get to screen 12
Now you can collect your account
statements from the bank server.
Click “Request transactions” to
get to screen13
In this window all the single steps which
occurred during the account statement
collection process are registered.
Click “Close” to get to screen 14
When starting the program you have to enter
a certain user.
The assistant will help you in creating the
users.
Click “User administration” to get to
screen 15
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Installation Guideline Network / Multiuser 5.4.1
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16
17
December 2009
MUSTER1 und SYSADMIN are users who
are existing in the program automatically.
Click the button “New” to create a new
user.
The password for the user
SYSADMIN is ELBAW. This
password has to be changed at
the initial login.
Special actions within the program
are feasible for this user only (e.g.
deletion of accounts)!
Click “New” ” to get to screen 16
In the field “USER” please enter the preselected
User to start ELBA in the future
(max. 8 digits).
In the field “Name of the user” enter
the name of the user.
It is not mandatory to fill in the field
“Division” but it is advised to be done.
Click “OK” ” to advance to screen 17
You will receive a note that the password
for the first entry of the new created user is
ELBA.
Click “OK” to advance to screen 18
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Installation Guideline Network / Multiuser 5.4.1
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19
20
December 2009
Here you can see the user created before
(he is marked in blue).
Choose the index card “Accounts“
Now you can decide which accounts the
user shall be allowed to see resp. which
accounts he will be allowed to work with!
The accounts allowed to be seen must be
marked with
Click “Menu authorisations” to get
to screen 19
Here you can decide which activities the
user will be allowed to execute in ELBA.
When clicking the button “Authorise
menus” several authorisation profiles
can be selected.
Click “OK” ” to get to mask 20
In a next step you are able to make user-
related “Individual settings” and “System
settings”.
Click “Individual settings” to get to
screen 21!
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Installation Guideline Network / Multiuser 5.4.1
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22
23
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Under “individual individual individual settings settings” settings settings you are able to
configure ELBA for each user according to
his individual requirements.
Click “OK” to get to screen 22
Finally you are now able to make
miscellaneous system settings.
Click “System System settings settings” settings to get to screen
23.
Under “system system settings settings” settings
you are able to
define different guidelines for the program
execution.
We recommend making NO changes for
the time being here.
Click “OK OK OK” OK to get to screen 24.
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Finish ELBA by clicking
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24
December 2009
You have now set up your bank data
successfully!
Click “Exit Exit Exit” Exit to close the assistant.
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2.4 Connection of ELBA to workstation/client
After successful installation of ELBA on your server, you have to set links to to the file ELBA5.exe on
each each workstation workstation from which ELBA will be started.
Please note that the network drive from which ELBA is started via workstation has to be authorized on
all all “ELBA “ELBA workstations” workstations” with the same drive letter letter. letter
2.5 Access to ELBA
Via the respective program linkage of ”ELBA5.EXE” you get to the ELBA user login.
As already mentioned on page 17/screen 15, please note that at the initial login with the standard
system administrator SYSADMIN the standard password ELBAW has to be changed immediately for
security reasons! For this purpose you will automatically receive a respective request when logging in
with the user SYSADMIN (see mask 2). The change of the standard password is necessary and
cannot be avoided!
The installation and the setup of your bank data are finished!
Installation Guideline Network / Multiuser 5.4.1
1
2
December 2009
Enter the USER which you have defined in
step 15 in the field “User“! ! (see page
17/screen 15)
“Password“: enter ELBA.
Confirm by clicking “Login“.
Now the program asks you to change the
password.
Old password:
ELBA
New password:
Create your own Password.
Repetition:
Repeat the new password
Confirm with “OK“
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3. Database backup
3.1 General
In this chapter we would like to describe three possibilities how to backup your ELBA database in the
future.
Depending on your requirements and the security concept of your company please choose one of
these possibilities.
3.2 Possibility 1 (Back-up on the server via automated magnetic tape backup)
In the course of the ELBA installation a service for the ELBA data base was set up on the server in the
Windows services (see mask 9 in chapter 2.1.Installation).
In order to save the ELBA data base in the course of a possible automated tape backup of your
system this service has to be closed.
In order to automate this, you will find on the ELBA CD in the directory CD Rom:\Tools\Sicherung two
BAT-files dbstop.bat dbstop.bat and dbstart.bat dbstart.bat.
dbstart.bat
In “dbstop.bat dbstop.bat dbstop.bat” dbstop.bat the stop and in “dbstart.bat dbstart.bat dbstart.bat” dbstart.bat the start of the ELBA data base is defined.
Copy these two files into your ELBA5 program directory.
Control the entries in the files and change them if necessary to your installation specifications!
Info
Contents of
the files:
Should you have defined at the installation in mask 9 in chapter 2.1.Installation another
ser servicename
ser servicename
vicename, vicename you now have to adapt it in the BAT files.
In order that these BAT files are executed automatically in the future you subsequently have to set up
Scheduled Tasks for them on the server.
Therefore select on the server “Control Panel”>>”Scheduled Tasks” the option “Add Scheduled
Task” and follow the instructions of the assistant.
Info
dbstop.bat
dbstart.bat
To stop the service it is necessary to enter a time before starting your tape backup and
to start it you have to choose a point of time after the tape backup is finished.
1 Translation of the comment line of the batch-file – please adapt if required: „Stops the database/ the service of ELBA5”
2 Translation of the comment line of the batch-file – please adapt if required: “Starts the database/ the service of ELBA5”
Installation Guideline Network / Multiuser 5.4.1
REM Stoppen der Datenbank/des Dienstes von ELBA51
net stop " SQL Anywhere - Elba-5"
exit
REM Starten der Datenbank/des Dienstes von ELBA52
net start " SQL Anywhere - Elba-5"
exit
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3.3 Possibility 2 (Backup on the server without tape backup)
Copy the BAT file “dbbackup.bat
dbbackup.bat
dbbackup.bat” dbbackup.bat from the ELBA CD-Rom (CD Rom:\Tools\Sicherung) into your
ELBA5 program directory.
Control the pathnames in the BAT file and change them according to your requirements
Contents of the file:
In the example of the above quoted dbbackup.bat the data backup would be saved in the directory
“C:\programs\elba5\Sicherung”
The backup file has the name “elbn.ebk elbn.ebk elbn.ebk”. elbn.ebk
Additionally a LOG file named “batch.log batch.log batch.log” batch.log is saved in the backup directory.
After the configuration of the dbbackup.bat you have to set up a Scheduled Task ask for this BAT file on
the server.
For this select on the server under “Control Control Panel>> Panel>>Scheduled
Panel>> Panel>> Scheduled Scheduled Tasks asks asks” asks the option “Add Scheduled
Task” and follow the instructions of the assistant.
Info
Select for the execution of the Scheduled TTask
T
ask a time when no user works with ELBA
(proposal: during the night)
Installation Guideline Network / Multiuser 5.4.1
REM Onlinedatensicherung für ELBA5 erstellen
REM Bitte geben Sie den Pfad zur Datei DASIBATCH.EXE an. Nach dem Parameter 3
outputpath= geben Sie bitte das
REM Ziel der Sicherung an.
"C:\Programme\elba5\dasibatch.exe" “outputpath=C:\Programme\elba5\Sicherung\”
Exit
3 Translation of the comment line of the batch-file – please adapt if required: “Create Online-backup for ELBA5” “Please enter
the pathname of the file DASIBATCH.EXE. Set the required backup output pathname with the parameter “outputpath=”.
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4. Multiuser configuration
The following settings only have to be done if you use a multi-user network installation!
Open ELBA with the system administrator
Under System>> ystem>> ystem>>System ystem>> ystem settings on the tab General General: General
In the chapter “Multi-user” the option “Change Change messages in in the the multiuser multiuser mode mode“ mode can be found. If you
activate this item a message for each registered user is displayed if changes of the saved data are
made.
We recommend not activating this option.
Under System>> ystem>> ystem>>System
ystem>> ystem settings on the tab Archiving Archiving: Archiving
In the chapter “Data ata backup” backup” you are able to determine if and when ELBA should remind you of a
data backup.
This depends on the possibility of the ELBA data backup you have selected – see page 21 in this
guideline.
Using backup method 1 and 2 please activate “never” – as the backup happens automatically.
Using backup method 3 we suggest “every every every 7 7 day days” day
– please note that the data backup has to be
effected manually then. ELBA will ask you every seven days to start the data backup.
Under System ystem ystem>> ystem>>
>>User >> User User administration
dministration
dministration:
dministration
Please highlight a user, if available and select the button “Open Open settings settings”. settings
On the tab “Payments Payments Payments” Payments in the chapter “Record order” please deactivate the item “Mark Mark new orders as
‘Due’ ‘Due’ ‘Due’ when when saving saving”. saving saving
Reason: To avoid the unintended sending of orders, which have been recorded by another user.
Repeat this for each user created in the program!
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5. Technical Annex
5.1 dial-up Network under Windows 2000
Info
After clicking on the computer symbol in the assistant the screen “dial-up-Network”
opens.
To set up a new dial-up-connection for ELBA press the button “New” and select the
option “Dial into a private Network” and confirm your entry with “Continue”
In the following window, please insert the telephone number of the ELBA computer (which
you will find in your envelope) and confirm by clicking “Continue“!
The window “Availability of connection” opens. Select the option “For all
users” and confirm by clicking “Continue“.
In the following window, please insert the name of the connection: elba.
Confirm with the push button “Complete“. “.
You are once again in the window “Network connections“. “.
Your created entry “elba” is now selected.
In the following window, with the option “Create connection through…” you can
select the modem to create the connection to the bank server.
Continue by selecting “Network”.
In the field “This connection uses the following items“, please deactivate all
options apart from:
Internetprotocoll (TCP/IP)
Client for Microsoft-Networks
Confirm your entry with “OK“
You are once again in the window “Network Connections“. .
Your created entry “elba” is now selected.
Click button “Dial“
In the following window please enter Username: elba and Password: mbsip.
Activate the checkbox “Save password“!
Continue by selecting “Dial“
The DFU-Network now creates the connection!
In case of connection problems, please contact the ELBA-hotline!
If the connection is successful, the symbol “dial-up-Monitor” appears.
Continue with a double click on that symbol.
In the following window, by clicking “Disconnect” you can interrupt the connection.
Please return to the ELBA 5 assistant (page 12).
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5.2 dial-up Network under Windows XP
Info
After clicking on the computer symbol in the assistant the screen “dial-up-Network”
opens.
To set up a new dial-up connection for ELBA click “New“
Select the Option “Dial into a private Network” and confirm with “Continue“
In the following mask you select the modem to create the connection and confirm by clicking
“Continue“.
In the following window please insert the phone number of the ELBA-server (which you can
find in the enclosed envelope) and confirm by clicking “Continue“
In the following window please insert the name of the connection: elba. .
Confirm your set-up with the button “Complete“
You are once again in the window “Network connections“. .
Your created entry “elba” is now selected.
Confirm by clicking the field “Characteristics“
Select the option “Network” in the window “ “ELBA “
Characteristics”
Deactivate all options apart from
Network Monitor Driver (if available)
Internetprotocoll (TCP/IP)
QoS-Packet Scheduler
Confirm with “OK“
You are once again in the window “Network Connections“.
Your created entry “elba” is now selected.
Continue by clicking “Connect...“
In the following window please enter Username: elba and Password: mbsip.
Please activate the checkbox “Save password“!
And confirm by clicking “Dial“
The DFU-Network now creates the connection!
In case of connection problems, please contact the ELBA-hotline!
If the connection is successful, a symbol with 2 connected computers appears.
Continue with a double click on that symbol.
In the following window, by clicking “Disconnect” you can interrupt the connection.
Please return to the ELBA 5 assistant (page 12).
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5.3 dial-up Network under Windows Vista
Info
After clicking on the computer symbol in the assistant, the template “Network
Connections” opens.
To set up a dial-up connection for ELBA click „new“
Please choose from the specified connection types the option „Dial-up – Connect
through a dial-up modem or ISDN“.
You can select the modem to establish a connection by the mask „Which modem do
you want to use?“.
Please enter the phone number of the ELBA-server (which you can find in the enclosed
password letter) in the following window „Type the telephone number to connect
to“. It is also possible for you to chance the field „Destination name“ (name of the
dialup connection). Please enter the name „elba“. Please choose the option „Allow
other people to use this connection“. Confirm your entry by selecting the button
„Next“.
Please enter the following data at the window „Type your user name and
password“:
User name: elba and Password: mbsip
Activate the Checkbox „Remember this password“.
Confirm your entry with the button „Create“.
You return to the window „ Network Connections “ where your currently created entry
is already selected.
Please click „Properties“.
Please choose the tag „Networking“ in the window „elba Properties“.
Deactivate all options in the range of „This connection uses the following items“
except of:
Internet Protocol Version 6 (TCP/IPv6)
Internet Protocol Version 4 (TCP/IPv4)
QoS Packet Scheduler (if selectable)
Confirm by clicking the button „OK“.
You once again return to the window „Network Connections“, and your entry is
automatically selected.
Please click on the button „Connect...“.
You are now in the window „Connect elba“. “. Confirm by clicking the button „Dial“.
The currently established DFU-Network will now create the connection.
In case of connection problems, please contact the ELBA-service !!!!
If the connection is successfully established, the window „Select a location for the
‚elba’ network“ will appear. From the available options „Home“, „Work“ and
„Public location“ please select either the option „Home“ or „Work“, to set the
optimal network settings for your connection automatically.
A Symbol with two connected computers will appear in the menu bar (in the area of the
System time).
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Continue with a double click on that symbol.
In the following window you can interrupt the connection by clicking ”disconnect".
Please return to the ELBA 5 assistant (page 12).
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5.4 Integration of foreign banks
ELBA-business is multi bank compliant. It means that you can involve all banks using the same
standard. The following data are necessary:
Communication Authorisation including password from the foreign bank
User incl. PIN code
Bank code and account number from the foreign bank
Access data for the bank server from the foreign bank
Start ELBA by a user who has system administrator rights.
Select from the menu bar the option System and choose the Assistant… Subsequently, the
assistant for the configuration of your ELBA program opens.
Select the option “Authorise Communication”.
Under “create a new entry” select the bank, from which you would like to include your
accounts, fill in the authorization of communication including password and confirm your entries with
“OK”.
Press the button “Transfer settings” and fill in the correspondent data.
Select the option “Account administration” and open your accounts. Confirm your entries
with “OK”.
Select the option “Authorise disposer/accounts”.
With the button “New” you can enter the disposer, which one you have received from the account
holding bank, and confirm with “OK“.
Select the register “Accounts” and select the authorization to sign for the respective accounts.
Confirm your entries with “OK”.
Choose the option “User administration“.
Mark the user who can manage the currently added accounts.
On the register “Accounts” you can select the required accounts. Confirm with “OK”.
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5.5 Additional technical information about installation
If you secure your system by a firewall please note that ELBA use the Port 3048 for the
communication.
If you use additionally a proxy server you also have to make the configurations (depending on the
proxy-software)
Examples:
CSM or Wingate Proxy
On the proxy-software a TCP-mapping has to be set up on the IP address of elvie3x.elba.at.
Microsoft-Proxy
The ProxyClient-Software has to be installed on the “ELBA-Workstations”.
5.6 ELBA-Installation on the terminal-server or citrix-server
You have to activate the installation modus on the server before executing the ELBA-installation on
the server.
For this please open the DOS-box by pressing and enter “cmd”. In order to
activate the installation modus please enter the following order: “change user / install”
After that you are able to execute via the ELBA CD the installation or the bank data set up of ELBAbusiness
(see page 5 and the following in this guideline).
After the installation you have to finish the installation modus on the server. For this please call up the
DOS-box again and enter the following order:
“change user / execute”
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