Pagero Bankgiro Link/ Pagero Internet
- Install the card reader. You don't need the card reader if your bank allows file certificates for Pagero Bankgiro Link.
- Install the security software BankID.
- Install Pagero Presentation and then Pagero Internet. If you're doing a network installation, every computer should each have a local installation of the software. Installation in the Citrix environment should be done on the common server.
- Start Pagero Bankgiro Link.
- In the log in-window, clickNewto create your database.
- Choose an alternative location if you work in a network, if not - just clickOpen.
- Enter the license key you have received for Pagero Bankgiro Link.
- In the windowCreate new user, you add users. The users that are added first will automatically receive administrator's rights. More users can be added in Pagero Link underUsers. Note that only the administrator can add users, make changes to settings in the software, and administrate passwords and rights for profiles.
- Log into Pagero Bankgiro Link.
- Choose communication protocol and clickContinue. Specify the customer and organisation number with BGC. Select the profile and chooseStart.
- Choose if the program should take a back up of the database. You can later change this option in the program inTools-Backup.
- To choose authority level for a profile, clickUser. Select which profiles a user should have access to. The standard setting is that everyone has access to everything.
- Go toTools-Foldersand enter the right catalogue for sent/received files.
- To activate validation of files, go toTools-Preferences, and the tabValidationand adjust file validation for the desired file types.
- Open Pagero Bankgiro Link. The first time you use the program you have to activate your profile by clickingProfilesand choosing the correct profile.
- ClickConnectin the top left corner.
- Choose certificate and clickOk. Enter the PIN code for signing.
- SelectSend filein the left column.
- Select the file you wish to send by clickingBrowse. Skip this step if you have made changes in catalogue setting.
- Make sure that the file and amount is correct and that the file is correct through file validation. ClickSend.
- A dialog box is shown in which you can enter which send type the file should have:Production mode,Production mode with signingorTest mode.
- Enter your PIN code.
- Now the file is sent to BGC and a copy of the file has been added toHistory.
- Change to the section Bankgirot to confirm that the file is being processed by BGC.
- If the file is not signed, select the file and clickSign.
- Enter your PIN code.
- Go toHistoryin the menu to the left.
- Select the file that has been sent and clickReceipt.
- If everything has gone as planned you will get a printable receipt from BGC.
- SelectReceive filesin the menu to the left.
- ClickConnect.
- Choose your certificate in the list and clickOk.
- Enter yourPIN code.
- Now the files that are ready for fetching will be displayed. Select the file you want to fetch.
- ClickReceive. The file is downloaded to your computer and is saved in the catalogue that is specified inTools-Folders.
- Make sure you have a new license that supports both BgCom and Bankgiro Link.
- Log into the program with a user that has administrator's rights.
- ClickProfilesto view theManage profileswindow.
- Select your BgCom profile and clickConvert.
- Enter you customer number with Bankgirot and clickConvert.
- Restart the program and you new BgLink profile will be ready to use.