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1. Obtain the installation resources of Tax Balance Transfer DE from the download link that was provided to you via E-mail.

2. Extract the archive to a desired location on the file system of the machine that will host Tax BalanceTransfer DE. We will refer to that location as <tax-transfer-balancede-install-directory>.

3. Use PowerShell (Version 6 or later) to register a service. From an administrative PowerShell command shell execute the following command:

   Code Block
   language powershell
   New-Service -Name "Tax BalanceTransfer DE" -BinaryPathName "<tax-balancetransfer-de-install-directory>\AMANA.SmartTaxBalance.Web.Api.exe" -Credential "<tax-balancetransfer-de-user>" -Description "Tax Transfer BalanceDE Web Application" -StartupType Automatic

   Replacing <tax-transfer-balancede-install-directory> with the location of the exctracted installation resources.
   Replacing <tax-balancetransfer-de-user> with a Service user account with the format DOMAIN OR COMPUTER\USER e.g., Contose\ServiceUser or the Local Service Account NT AUTHORITY\LocalService. If this parameter is not specified, the local service account is used.
   Learn more about permissions required for the Tax Balance Transfer DE Windows Service or using a Managed Service Account.

4. Continue with the Configuration of Tax BalanceTransfer DE

5. Additional configuration steps may be required, as per default, Tax Balance Transfer DE Server will listen to https://localhost:443/. To change this, open the appsettings.json file located at <tax-transfer-balancede-install-directory> and change the value of the key Urls to a desired listening address(es). Learn more about exposing Tax Balance Transfer DE server. You will also be provided with information how to setup a X.509 certificate for HTTPS protocol.

6. Start the service with the following PowerShell 6 command:

   Code Block
   language powershell
   Start-Service -Name "Tax Transfer BalanceDE"