Setting Up Shared Directory Download

To set up Option 2 – Shared Directory Download, you must first identify the server and directory location that will store the application update that the workstations will download. We recommend that you name the directory \Portico\PNGUpdates. All users must have permission to access the shared directory.

Once you have downloaded one or more releases, the directory structure will look similar to the following sample, with a file folder for each release.

Certain versions of Microsoft Windows Server block .chm help files as a security measure to prevent the spread of malicious code. After extracting the shared directory download on your server, you can unblock the PNGFieldHelp.chm help file. Open Windows Explorer. Then, right-click on the PNGFieldHelp.chm help file located in the \Shared Directory\5.XX.0.XX\Help directory and select Properties. At the bottom of the General tab, click Unblock, then click Apply.

Next you must configure each workstation that will use Option 2 – Shared Directory Download.

To modify a workstation, on the menu bar click Tools, point to Profiles, and click Application Profile. On the Application Profile window, click the Updates tab. On the Updates tab, select the Quick copy enabled check box. Then enter the credit union directory that will be the application update source in the Source Directory field. Click OK to save the changes.

If the shared directory does not contain the latest production release, the workstation requesting the application update will retrieve the latest release via the Internet.

Configuring Workstations Remotely: CAUTION

To configure each workstation that will use Option 2 – Shared Directory Download remotely, access the directory where the Portico application is located on that workstation. This is typically C:\Program Files\Fiserv\PNG Client. The station.xml file in the Station folder may be modified using Notepad.

Warning: Incorrect editing of the station.xml file may cause the Portico application on that workstation to fail.

Create a backup of the station.xml file for this workstation. Then, carefully modify two ‘value’ parameters –

• AppUpdateQuickCopy – change False to True
• AppUpdateQuickCopySourceDirectory – add the shared directory folder

<Parameter><Key>AppUpdateQuickCopy</Key><Value>True</Value></Parameter><Parameter><Key>AppUpdateQuickCopySourceDirectory</Key><Value>S:\Portico\PNGUpdates</Value></Parameter>

Save the file before closing it. Ensure that the Portico application still starts for that workstation.