VIEWS: 4 PAGES: 9 POSTED ON: 10/9/2012
PC SERVER INSTALLATION FOR VIEWCHOICE AUTO EMAIL WARNING: YOU MUST INSTALL THIS VERSION OF THE PC SERVER ON A DIFFERENT WORKSTATION THAT CONTAINS PC SERVER FOR THE CONNECTION USING FTP. You will need to type the web address below on your browser to access the PC Server Installation Page. http://www.pai-payroll.com/pcserver/install.htm PC Server Installation Page Instructions: Install the following components in the order in which they are listed. If you do not already have MDAC 2.6 or the Jet 4.0 Components, install them. Your client will need to have Pcweb 1.5 or later. *** If you are not sure what version of MDAC you have or if you have Jet 4.0 then run: MDAC Version Checker Download: PC Server Full Install (2.1.7) MDAC 2.6 SP1 Microsoft Jet 4.0 Components PC Server Upgrade (2.2.2) This patch is an update to PCServer designed to fix the incompatibility with Connection clients. You can now have Connection and ViewChoice residing on the same PC Server. FTP for Paychoice Connection Clients (ONLY)(PcWeb 1.5.1) Once the files above have been downloaded onto your PC, go to the Start button and then to Programs. Locate PC Server and open the application. Configuration: Once the PC Server has been opened, click on Configuration. Under the Client Tab: Client: Enter the 4 digit client ID number that pertains to the client you have set up for ViewChoice Email under the ViewChoice Options in Paychoice. Type: Choose Non-Remote from the pull down if you are strictly using the PC Server for ViewChoice only. You choose Remote for Connection and Web for Paychoice Online. FTP/EMAIL:. The FTP/Email dictates how payroll files are sent, ViewChoice are always sent via Email. Email (Payroll) : You can keep this blank, if your are strictly using the PC Server for ViewChoice. This field is used if the licensee is emailing the payroll files (payroll, check history) instead of FTP. The email address is where those files will be sent. Email (ViewChoice): You will enter the client’s email address to where the file will be going to. This is also entered in the ViewChoice Options Screen in Paychoice. Under the General Tab: Branch ID: You will enter your 4 digit Branch or Service Bureau ID in this field. Set Polling: The example above is set for 15 minutes, this will take effect during host mode, the PC Server will then look for files to send ever 15 minutes. Under the FTP Tab: You will enter the information for your Connection clients. Under the Email Tab: SMTP Host: You will enter your email server domain in this field. SMTP Name & Password: This field can remain empty. Sender Email Address: Your email address or who is sending your client the ViewChoice file. Sender Name: The name your clients email will display when it receives the file. Under the File Paths Tab: You will need to change the drive letter from C: to the drive letter that Paychoice resides on. Setting up Host Mode or Manually Running the PC Server: To set the Server to Host Mode, click on File and select Host Mode. Once in Host Mode, a red light will appear at the bottom of the screen. The Server will then poll for ViewChoice Email files depending on the amount of minutes entered in the General Tab, during the configuration process. To choose Manual Run, click on file and select Manual Run. This will then automatically go to the \paychoic\vieweml folder and send the file to your client. Today Icon: Displays what files are ready to send to your client (Outbox) and what files that have been sent to your clients (Sent Items). After running the payroll in Paychoice the PC Server will then retrieve the file from the \paychoic\vieweml folder and store it in the Outbox. Once the file has been sent either manually or through polling the file will then be displayed in the Sent Items.
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