Workstation and Server Installation

This topic provides instruction links for the Workstation and Server selection during the installation routine.

Windows XP is no longer supported and ATX cannot be installed on an XP machine.

To install ATX on this machine so it can be used as both an active workstation and as the network server:

1. Do one of the following:

• Install from DVD: Insert the DVD provided in your product shipment into the DVD-ROM drive. Refer to If ATX DVD Doesn't Start Automatically if necessary.
• Download from Web: ATX can be downloaded from the Customer Support Site. See Downloading ATX.

.NET Framework software is required as part of ATX installation. If you don't already have .NET Software, it will be installed automatically as part of the ATX installation. After a .NET installation, a message may prompt you to restart your system in order to complete configuration of ATX 2014. After the restart, ATX installation will pick up where it left off and will complete automatically.

Installation: Welcome

2. Click Next>.

Installation: License Agreement

3. Click the I accept the terms in the license agreement radio button to indicate that you have read and agree to the terms of the license agreement; then, click Next>.

Installation: What's New

4. Click Next>.

Installation: Select Your Install Type

5. Select the Network option.

Installation: Select Your Install Type (Network)

6. Click Workstation and Server.

Installation: Confirm Your Install Type

7. Click Install.

Installation speed may vary depending on your operating system or Internet speed.

Installation Complete

8. Click Finish.

This completes the installation process. The ATX icon is placed on the desktop.

If you receive a message that your network setup is not complete, click the Help link for Network Troubleshooting Tips.

9. Double-click the ATX icon.

The Activation Codes Dialog Box appears the first time you start the application after installation.

Activation Codes

10. Enter the product Activation Code from your Fulfillment Confirmation Slip. When you enter a successful activation code, the product name appears in the Products pane.

If you purchased a product that is bundled with a Payroll Compliance or W2/1099 product, click the link that says Click here for installation instructions. See W2-1099 or Payroll Compliance for these installation instructions.

Activation Codes (after successful activation code is entered)

11. To activate the product(s) shown in the Products pane, click Activate.

The Welcome To ATX dialog box appears.

12. If you are the Admin user, enter the Admin user name.
13. Click Logon.

Download Form Updates

14. In the Download Form Updates dialog box, click the Adjust form update settings link.

Updates Preferences

15. Select the check box(es) next to the package(s) you frequently work with under the Form Updates area of the dialog box.
16. Scroll down to the section with the state check boxes; then, select the state(s) you want to include in your form updates.
17. Click Apply, and then click OK.
18. In the Download Form Updates dialog box, click Continue.
19. When the Update Results dialog box appears, indicating that the download was successful, click Close.

Next step: Perform Workstation Only installations and activate ATX on other computers on the network. See Network Workstations Installation.

IMPORTANT! Network users will be required to sign in to use the ATX program. The Admin user must setup users in Security Manager in order for users to acquire their User Names.