FUND E-Z 10 - Installation Notes

FUND E-Z is a client/server application, meaning data is stored on a centralized SQL server. The client runs on a workstation, accesses server data, and also provides the end-user interface. Although a single workstation can serve as both client and server, typical installations involve more than one workstation whereby multiple clients access a separate server. This configuration provides better performance since the server is dedicated.

Steps to install FUND E-Z:

  1. Login to the server with administrative privileges (single-users, login to your pc with administrative privileges).
  2. Download and execute the FUND E-Z setup file from the registration email you received (or from the 30-day free trial).
  3. On the Installation Type screen select Server. Required components such as MS-SQL Express and/or .NET will be installed automatically, as necessary. This installation will allow FUND E-Z to be operated directly from this machine.
  4. Single-users, your installation is complete. Multi-users, continue on with step 5.
  5. Login to the workstation with administrative privileges.
  6. Download and execute the FUND E-Z setup file from the registration email you received (or from the 30-day free trial).
  7. On the Installation Type screen select Client. Setup will automatically search your network for the FUND E-Z server you installed in the steps above. When it finds the server, it will only install the client and required components such as .NET onto the workstation. If setup does not find the previously installed server and you've confirmed that: a) the server is online, b) you can operate FUND E-Z at the server, then contact FUND E-Z technical support at (877) 696-0900 for further assistance.
  8. Repeat steps 5 thru 7 on each workstation that will be running FUND E-Z.

Notes: