Installing the Administration Interface Remotely

When you install EFT, you also install the administration interface. After you have installed EFT and the administration interface on one computer, you can also install the administration interface on remote desktops. You do not need a separate license for each installation of the administration interface.

This procedure is for installing only the administration interface on a computer that is remote from EFT.

To install EFT and the administration interface on the same computer, refer to Installing the Server, Interface, and Modules.

To install the administration interface remotely

  1. Close all unnecessary applications so that the installer can update system files without rebooting the computer.

  2. Start the installer, and then click Next.

  3. After installation components are loaded, the Welcome page appears.

  4. Read the Welcome page, and then click Next. The License Agreement page appears.

  5. Read the license agreement, and then click I agree to accept it. (Clicking Cancel aborts the installation.) The Choose Components page appears.

  6. To install only the administration Interface, clear the EFT Server check box, and then click Next. The Choose Install Location page appears.

  7. The default installation location appears in the Destination Folder box. Leave the default or click Browse to specify a different folder, and then click Next. The Configuration data path page appears.

  8. Leave the default or click Browse to specify a different folder, and then click Next. The Choose Start Menu Folder page appears.

  9. Keep the default shortcuts, specify an existing folder, or type a name for a new folder, and then click Next. The administration interface installs.

  10. When installation is complete, click Next.

    • Leave the Start the administration interface check box selected so that you can configure a connection to the remote EFT next.

    • If you want to create a desktop shortcut for the administration interface leave the Create a desktop shortcut check box selected.

    • If you want to review the version history in your default text editor, select the Show version history check box.

    • If you want to display the installation log, select the Show installation log check box.

  11. Click Finish. The administration interface appears and the EFT Server administrator Login wizard appears.

  12. Click A remote computer, then ensure the remote EFT's IP address appears in the drop-down list. If the remote EFT's IP address does not appear in the list, ensure you can connect to it from this computer and that remote administration is allowed on EFT. Otherwise, click New and configure the remote connection.

    • In the Label box, provide a name for the EFT to which you want to connect. You can call it anything you want; it has nothing to do with EFT's computer name. This name will appear in logs and reports.

    • In the Host address box, type the IP address of EFT computer.

    • In the Port box, type the port number used by EFT for remote connections.

  13. Click Next. The EFT Administrator Login page appears.

  14. Click the Authentication box and specify the type of authentication to use for this login. Future connections will default to the authentication type that you specify during this initial login, but you can choose a different type. Authentication types include:

    • EFT Authentication - Choose this option to log in with an EFT-specified administrator account.

    • Integrated Windows Authentication - Choose this option to log in with an Active Directory or local Windows account.

    • Windows NET logon - Choose this option to log in with a local Windows account.

  15. In the Username and Password boxes, provide the login credentials that you created during installation, and then click Connect. The Welcome page appears.

    • If connection was not successful, verify the IP address and port on which EFT listens for connections, that remote administration is enabled on the server, and that SSL is properly configured, if used, on EFT.

    • If connection was successful, the remote Server appears in the tree.