Evolution Installation



FUNCTION: Evolution Installation

DATE IF REVISION: February 27, 2009

REPLACES REVISION of: January 6, 2009

Please find below instructions on how to download & install Evolution.

Step 1: Download the files

1. Close all programs

2. Press the control key and click on the hyperlinks listed below, save each file to your desktop:

a. EvoClient_10.09.01.01.msi

b. RemoteHelpInstaller.EXE (this file is optional)

c. Rmt_Evo_create_payroll.doc

d. final_remote_manual.pdf (this file is optional)

3. If you were unable to download the files above:

a. Go to software and click on each file listed below one at a time

i. Monday, May 01, 2006 11:42 AM 103936 dd_signup_two_accts.doc

ii. Monday, September 29, 2008 6:06 PM 337408 Evolution installation.doc

iii. Monday, September 29, 2008 4:28 PM 9011200 EvoClient_10.09.01.01.msi

iv. Friday, December 01, 2006 10:33 PM 4228094 final_remote_manual.pdf

v. Friday, December 01, 2006 10:20 PM 32187028 RemoteHelpInstaller.EXE

vi. Monday, November 06, 2006 2:37 PM 5611008 Rmt_Evo_create_payroll.doc

Step 2: Installation

1. Double-click on the EvoClient_10.09.01.01.msi file you just downloaded to your desktop

2. Click Run

3. Follow the on-screen commands/prompts; when the program is successfully installed, Click on the finished button

4. Vista - updates

a. As of 1/6/2009 Vista was allowing Evolution to automatically update properly. If Vista does not allow Evolution to automatically update properly, the user will get the following error message ”Failed to delete "C:\Program Files\Evolution\Client\EvComp.bpl". Follow the instructions below to download and install the updates.

i. Right click on the Evolution icon and choose to run as administrator

ii. This will allow Evolution to download and install any updates

iii. When the login screen appears log in (you are still running Evolution as the administrator)

iv. When the updates have been installed the Evolution program will appear. Close out of Evolution

v. Double click on the Evolution program and log in as normal (not as administrator, since when you are logged in as the administrator, you will not be able to print or view any reports)

5. Double-click on the Evolution Icon file – (once all of the updates have been downloaded, it may take 2-5 minutes with a high speed connection)

a. Enter the following

b. Login ID (include @payday)

c. Password

d. Server = home., home2.

e. Compression = Cable/DSL

f. Click on settings

i. Evolution Server Port = 9901

ii. Click OK to return to the log in screen.

g. Click ok to Login, Evolution will download and install any updates

6. Once complete you will get the following window:

a. Autoupdate process has finished successfully!

Current version: xx.x.x.x

b. It will bring you to the login screen

7. Log into Evolution

8. Current users

a. Go to Admin – Workstation setting select the printer for Checks and Reports (it will save automatically when you go to a different screen)

i. Make sure the box marked “Always do report preview” is not checked (otherwise Reports will not print)

ii. Make sure the box marked “Always show ASCII File Save Dialog” is not checked

iii. Make sure the “Jump To Detail Tab Automatically” is checked

b. Click on Payroll – Payroll select the most recent type R payroll

i. Click on Batch

ii. Click on Quick Entry

iii. Add and Delete columns by right clicking on anyone’s name or in the grey area

9. Repeat for all computers that access Evolution

10. Close Evolution

11. Delete the EvoClient_10.09.01.01.msi file

12. Click on the Remotehelpinstaller.exe it will self install. Once you log back into Evolution go to employee – employee on the details tab and press F1 if help appears then the help file installed properly, and you can delete the Remotehelpinstaller.exe file.

13. Print the Rmt_Evo_create_payroll.doc – this gives you instructions on processing and printing your payroll and reports.

14. final_remote_manual.pdf is a users guide to evolution. You can use this electronically or print the 500 page guide for reference should you choose.

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