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PT-X Drive Installation Guide

PT-X Drive Install Guide

Table of ContentsIntroduction............................................................................................................................................................ 3

Contacting Bottomline Technologies...................................................................................................................... 3

Prerequisites.......................................................................................................................................................... 4

System Requirements........................................................................................................................................ 4

Operating Systems......................................................................................................................................... 4

Java Runtime.................................................................................................................................................. 4

Access............................................................................................................................................................ 4

PT-X User Login............................................................................................................................................. 4

Installation.............................................................................................................................................................. 5

Deploying the Software...................................................................................................................................... 5

Software contents............................................................................................................................................... 5

Setting up PT-X Drive............................................................................................................................................ 6

Step 1................................................................................................................................................................. 6

Step 2................................................................................................................................................................. 6

Step 3................................................................................................................................................................. 8

Uploading files....................................................................................................................................................... 9

Maintaining PT-X Drive.......................................................................................................................................... 9

Page | 2 Last Updated: September 2015


Introduction

The PT-X Drive client enables you to upload data files seamlessly to the PT-X cloud solution. This document covers the installation and setup of PT-X Drive.

Please ensure the drive is installed prior to your training session, you may need assistance from your IT department to do this.

Contacting Bottomline TechnologiesIf you have any questions or need some help with installing PT-X Dive, contact our PT-X Care team on:

PT-X Care Team Group Dial: +44 (0) 118 953 6930

PT-X Care Team Group Email: [email protected]



PrerequisitesThis section describes the checks and tasks that are necessary before starting to install the PT-X Drive software.

System Requirements

Ensure that your system meets the requirements shown in the following sections.

Operating Systems

Any Microsoft supported Windows OS (32 or 64 bit)

Java Runtime

The JRE deployed with PT-X Drive is version 1.7.

Note: If the Jar is run directly with an alternative JRE it must be with a version 1.7.x or above.

Access

The software must have access to the PT-X hosted URL over the internet. The default URL is https://uk.pt-x.com but please check beforehand.

PT-X User Login

In order for PT-X Drive to upload files directly into the software, it needs to be linked using a user login for PT-X. You can use a user that is already set up, or you can use a separate login for PT-X that only uploads files. If you would like a separate user for this process please contact us to arrange this.


https://uk.pt-x.com/



InstallationThis section describes how to install the PT-X software.

Make sure that you have checked the prerequisites described in the previous chapter before starting the PT-X Drive installation.

Deploying the Software

To install PT-X Drive software:

1. Save the Bottomline_PT-X-Drive.zip file to the target machine2. Unzip Bottomline_PT-X_Drive.zip to the desired installation path.

Note: Your PT-X Drive software was sent to the primary user on your Account when your order is processed.

Software contents

1. ptx-drive.jar o The executable PT-X Drive service

ptx-drive.bato batch file used to run PT-X Drive on 64 bit operating systems

ptx-drive-32bit.bato batch file used to run PT-X Drive on 32 bit operating systems

jre1.7.0_75o Folder containing the packaged Java Runtime for 64 bit operation

jre1.7.0_75-i586o Folder containing the packaged Java Runtime for 32 bit operation



Setting up PT-X Drive

Step 1

To install PT-X Drive, please choose the network location where the drive will run from permanently. We recommend that PT-X Drive is installed on a server or PC that runs continuously so that files are uploaded on a regular basis.

Normal usage is to either double click the batch file ‘ptx-drive.bat’ (or ptx-drive-32bit.bat as required) or from a command prompt navigate to the PT-X Drive install directory and execute the batch file.

Step 2

On first run, you will be prompted for the following information:

1) The PT-X URL, if you hit return, PT-X drive will automatically select the default URL for PT-X (https://uk.pt-x.com), if your URL is different please specify it here instead:





2) The user’s email address from PT-X, this is the user address that PT-X drive will use to authenticate with the PT-X system. The user will need permission to view every Payment Profile in PT-X:



3) PT-X password, this is the password set up by the PT-X user for the software itself, if you close the software and run it again you will be prompted for this password each time:

Step 3

Once running PT-X Drive will store the URL and email address in a locally created ‘settings.xml’ file, it will then contact PT-X and create a folder in the deployment for each PT-X Drive enabled Payment profile available to the user account.

Each folder will be given the name of the associated profile, the folders will be stored in the location where you ran PT-X drive from and will look similar to the below:



Uploading filesTo upload a file it should be copied into the directory for the target Payment profile. The file will then be uploaded to PT-X via the user account that Drive is using to authenticate.

If you use Accounting software to generate Payment or Direct Debit files, that software may be able to output files to the folders that were just set up directly. If you would like assistance setting this up we advise contacting your software supplier who will be able to assist.

Once the file is uploaded it will be placed into a subdirectory named ‘Uploaded’ and your payment data will then be available within PT-X! When you log in to PT-X directly the file will be available on the ‘All payments’ screen on the homepage.

Maintaining PT-X DriveIf you're using PT-X Drive, you'll also see a tray icon. This indicates that PT-X Drive is running and allows you to temporarily disable or exit the program.


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