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Table Of Contents

Introduction
Part I: Getting Started
Chapter 1: Verify Release Documentation
1.1 Verify Revision Date
1.2 Review Revision History
Chapter 2: Perform Required Upgrades
2.1 Verify Access to EPICweb
2.2 Verify Latest 9.04.507x Version Installed
2.3 Verify Financial Groups are Posted
2.4 Perform Upgrade to SQL 2008
Chapter 3: Set Up Test Environment
Chapter 4: Create Back Ups
4.2 Back Up Customized Reports
4.3 Back Up Custom Client MFGSYS Files
Part II: Pre-Installation
Chapter 5: Pre-Installation Steps
5.1 Review Epicor Application Dependencies
5.2 Review Software Requirements
5.3 Review Hardware Requirements
5.4 Verify Windows Server 2008 Compatibility
5.5 Determine Web Service Type: WSE or WCF
5.6 Review Epicor 9.05 Functionality
5.7 Set Up SQL Collation for Epicor 9.05
5.8 Disable Error Reporting
5.8.1 Using Windows 7
5.8.2 Using Windows Vista or Windows Server 2008
5.8.3 Using Windows Server 2008 R2
5.9 Download Latest Updates
5.10 Download Latest OpenEdge Updates
5.11 Setup Progress OpenEdge Explorer Tool
Part III: Installation
Chapter 6: Install the Epicor 9.05 Server
6.1 Install Microsoft Tools: .NET 3.5 and WSE or WCF Runtime (Server)
6.2 Stop Appservers and Database
6.3 Start Server Installation
6.4 Install Progress OpenEdge 10.2A
6.4.1 If you selected the Typical/Automatic Install option
6.4.2 If you selected the Advanced/Manual Install option
6.5 Install Progress OpenEdge 10.2A SP
6.6 Install Progress OpenEdge 10.2A SP Hot Fix
6.7 Share the Epicor Folders
6.8 Install Epicor 9.05 Server Software
Chapter 7: Install Latest Updates
7.1 Verify Specific Folders are Not Read-Only
7.2 Install Epicor 9.05 Service Pack on the Server
7.3 Install Epicor 9.05 Patch on the Server
7.4 Install Epicor 9.05 Help Content Pack
Chapter 8: Install Epicor Administration Functionality
8.1 Install Epicor Administration Console
Chapter 9: Install the Epicor 9.05 Client
9.1 Before You Start
9.2 Install Microsoft Tools .NET 3.5 and WSE or WCF Runtime (Client)
9.3 Install Epicor 9.05 Client Software
9.4 Install Crystal Reports 2008 Runtime (Client)
9.5 Copy Shortcuts for All Users
Part IV: Post-Installation
Chapter 10: Post-Installation Steps on the Server
10.1 Verify Parameter File Settings
10.2 Configure the Euro Currency Symbol
10.3 Establish Security for Progress AppServer
10.3.1 Establishing an administrative account
10.3.2 Establishing Local Security Policy
10.6.4 Defining the Catalogs
10.6.5 Changing Database Schema
10.6.6 Initial Population of Catalogs
10.6.7 Verifying that the MSSQL Server Agent is Running
10.6.8 Setting Up the Catalogs to Update Incrementally
10.6.9 Testing Server Impact for each Job
Chapter 11: Prepare Your Database
11.1 Convert Your Database
11.1.1 Pre-Conversion Tasks
11.1.2 Restore Schema Holders
11.1.3 Run Schema Change
11.2 Add Epicor and Application Server Connections
11.3 Import License Codes
11.4 Add Company
11.5 Run Data Conversions
11.5.1 Set Epicor Admin Tools PROPATH
11.5.2 Run Conversions Using Epicor Admin Tools
11.6 Stop and Start Database and App Servers
Chapter 12: Log in the First Time
12.1 Import Posting (Booking) Rules for Extended Rules
12.2 Review Blocked Standard Posting Rules (if any)
12.3 Set Up System Agent for Printing (First Time Login)
12.4 Maintain Your Customizations and Personalizations
12.5 Test Business Activity Query (BAQ) Calculations
12.6 Test Business Activity Manager (BAM) Upgrades
12.7 Update and Test Business Process Management (BPM) Directives
12.8 Test Custom Code Programs
12.9 Test System and Repeat Installation
Chapter 13: Restore Demonstration Database
13.1 Download Demonstration Database File
13.2 Verify Prerequisites
13.3 Restore the Demonstration Database - SQL Server
13.4 Import Product Licenses and Enable Modules
13.5 Start Database and Main Appserver
13.6 Run Manual Conversion
13.7 Set Up System Agent for Printing (Demo Database)
13.8 Restart Remaining Appservers
13.9 Test Demonstration Database Update
Part V: Appendices
Appendix A: Configure Windows Admin Workstation
A.1 Install ODBC Driver (Native Client 10)
A.2 Install Progress OpenEdge
A.3 Install Epicor 9.05 Client
Appendix B: Install Embedded Education Courses
B.1 Enable ASP .NET 2.0 Application (64-bit only)
B.2 Install Embedded Education Courses Process
B.3 Configure Embedded Education Courses Client
B.4 License Embedded Education Courses
Appendix C: Install Epicor Administration Console
C.1 Uninstall Epicor Administration Console
C.2 Install Epicor Administration Console
Appendix D: Install and Deploy Epicor Web Access
D.1 Enable ASP .NET 2.0 Application (64-bit only)
D.2 Install Crystal Reports Runtime and Embedded Server
D.2.1 Uninstall Previous Versions of Crystal Reports Runtime and Embedded Server
D.2.2 Install Crystal Reports 2008 Runtime (Web Access)
D.2.3 Install Crystal Reports Embedded Server
D.3 Configure Forms and Components
D.4 Install Epicor Web Access
D.5 Deploy Epicor Web Access
D.6 Configure Epicor Web Access
D.7 Assign Resource Folder Properties and Sharing
D.8 Install Full Adobe Reader on Epicor Web Access Client
D.9 Update Epicor Lightweight Client Installer File
D.10 Configure EWA Reporting URL Display Features
D.10.1 Configure: Windows 2008 64-bit Web Server - PDF
D.10.2 Configure: Windows 2008 32- or 64-bit Web Server - XLS
D.11 Generate Web Forms for Customized Epicor 9.05 Forms
D.12 Generate Web Forms for User Dashboards
D.13 Review Supported Browsers and Configuration
D.14 Set Up Compression for Performance Tuning
D.14.1 Compression for Windows 2008 or Vista (IIS7)
D.15 Set EWA Server Timeout
Appendix E: Install Epicor Replication Server
Appendix F: Install Epicor SQL Server Reporting (SSRS)
F.1 Verify SSRS Prerequisites
F.2 Enable IIS 6 Management Compatibility
F.2.1 Using Vista and Windows 7
F.2.2 Using Server 2008
F.3 Install Custom Assembly DLL File (Report Server)
F.4 Install Microsoft Report Viewer 2010 Redistributable Package
F.5 Configure Epicor SQL Report Monitor
F.6 Maintain Epicor SQL Report Monitor Configuration
Appendix G: Install Epicor Enterprise Search
G.1 Verify SQL Server Prerequisites
G.2 Create Back Ups (if Previous Version Installed)
G.3 Uninstall Epicor Enterprise Search (if Previous Version)
G.4 Install Epicor Enterprise Search Process
G.5 Configure Replication Server for Epicor Enterprise Search
G.6 Configure Epicor Enterprise Search
G.7 Uninstall Information
Appendix H: Install Epicor Mobile Access
H.1 Enable IIS 6 Management Compatibility
H.1.1 Using Vista and Windows 7
H.1.2 Using Server 2008
H.2 Install Epicor Mobile Access Process
H.3 Configure Epicor Mobile Access
Appendix I: Install Epicor Information Worker
Appendix J: Install Epicor Sharepoint Publisher
Appendix K: Configure Your Help System
K.1 Host Help System in a Web Site
K.2 Implement Server-Side Help Search (Windows Server 2008)
Appendix L: Upgrade to Infragistics NetAdvantage
Appendix M: Install SonicMQ
M.1 Determine Your Security
M.2 Install SonicMQ With Security Enabled
M.3 Install SonicMQ Without Security Enabled
M.4 Install SonicMQ Updates
M.4.1 Download Latest Update File
M.4.2 Install Sonic SP for Windows
M.5 Set Up Sonic Test Environment
M.6 Review Possible Installation Messages
M.6.1 Adapter .jms error in the AppServer log
M.6.2 Javax.jms Exception error in the AppServer log
M.6.3 Javax.jms Security error in the AppServer log
M.6.4 General Error Message
Appendix N: Set Up Multi-Company Functionality
N.1 Verify Multi-Site Management License
N.2 Verify SonicMQ Broker Status
N.3 Configure an External System Record
N.4 Configure an External Company Record
N.5 Verify Your Startup Schedule
N.6 Schedule the Multi-Company Server Process
N.7 Start the Multi-Company Process
N.8 Review Multi-Company Log File
N.9 Test the Communication
N.10 Review Sonic Container Information
N.11 Review Validation Errors
N.12 Review Automatic Data Translations
N.13 Review Integrated Workbench
N.14 Review Multi-Company Functionality
Appendix O: Review Configuration File Settings
Appendix P: Uninstall Options
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Epicor905 Install Guide SQL

Epicor905 Install Guide SQL

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Published by: Anuruddha Madhuranga Nandasena on Nov 14, 2011
Copyright:Attribution Non-commercial

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