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Epicor ERP 10 Installation Guide

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Disclaimer
This document is for informational purposes only and is subject to change without notice. This document and its
contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its
date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with
regard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for a
particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software is
likely to be unique in their requirements in the use of such software and their business processes, users of this document
are always advised to discuss the content of this document with their Epicor account manager. All information contained
herein is subject to change without notice and changes to this document since printing and other important information
about the software product are made or published in release notes, and you are urged to obtain the current release
notes for the software product. We welcome user comments and reserve the right to revise this publication and/or
make improvements or changes to the products or programs described in this publication at any time, without notice.
The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance of
any consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usage
of the solution(s) described in this document with other Epicor software or third party products may require the purchase
of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements
in this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws
and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly
Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of
platform and product compatibility in this document shall be considered individually in relation to the products referred
to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also
stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible
with both of the products running at the same time on the same platform or environment. Additionally platform or
product compatibility may require the application of Epicor or third-party updates, patches and/or service packs and
Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs
released by third parties after the date of publication of this document. Epicor is a registered trademark and/or
trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other
trademarks mentioned are the property of their respective owners. Copyright Epicor Software Corporation 2014.
All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of
Epicor Software Corporation.

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Total pages: 81
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Epicor ERP 10 Installation Guide Contents

Contents

Part I: Getting Started......................................................................................7

Chapter 1: Verify Prerequisites...................................................................8


1.1 Verify Access to EPICweb....................................................................................................................8
1.2 Review Release Documents.................................................................................................................8
1.3 Verify Microsoft Tools Installation.....................................................................................................10
1.4 Verify Windows Operating System Requirements..............................................................................11
1.5 Verify SQL Server Install and Features................................................................................................12
1.6 Verify SQL Server Reporting Services (SSRS) Prerequisites...................................................................13
1.7 Verify Temporary Files Do Not Exist...................................................................................................14
1.8 Verify CSF Requirements (Optional)...................................................................................................15

Chapter 2: Perform Pre-Installation Steps...............................................16


2.1 Configure Server Roles......................................................................................................................16
2.1.1 Using Windows Server 2012...................................................................................................16
2.1.2 Using Windows Server 2008 R2..............................................................................................19

Part II: Installation and Configuration..........................................................21

Chapter 3: Install the Epicor ERP 10 Application.....................................21


3.1 Prepare SQL Server Login Account....................................................................................................21
3.2 Install Epicor ERP 10 Server...............................................................................................................22
3.3 Install Epicor ERP 10 Update (10.0.x00.x)..........................................................................................24
3.4 Generate Self-Signed SSL Security Certificate (If Using UserNameSSLChannel)...................................25

Chapter 4: Configure Epicor Database Server.........................................26


4.1 Add Epicor Database Server..............................................................................................................26

Chapter 5: Configure Epicor Database.....................................................29


5.1 Add Epicor Database........................................................................................................................29
5.2 Configure Epicor ERP SQL Server Login Account................................................................................34

Chapter 6: Configure Epicor Server and Application Server..................35


6.1 Add Epicor Server.............................................................................................................................35
6.2 Add Epicor Application Server...........................................................................................................35

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Chapter 7: Prepare Your Database...........................................................46


7.1 Import License File and Enable Modules............................................................................................46
7.2 Add Company..................................................................................................................................47
7.3 Assign License File to Existing Company............................................................................................48
7.4 Enable Country Specific Functionality (Optional)................................................................................49

Part III: Post-Installation.................................................................................51

Chapter 8: Log In the First Time...............................................................51


8.1 Set Up System Agent........................................................................................................................51
8.1.1 Set Up System Agent To Run Task Agent................................................................................51
8.1.2 Reset System Agent Properties................................................................................................51
8.2 Install and Configure Task Agent......................................................................................................53
8.3 Test System and Repeat Installation..................................................................................................58
8.4 Verify SQL Search Services for Full-Text Search..................................................................................59

Chapter 9: Install Epicor ERP Online Help System...................................60


9.1 Download Epicor ERP Help Installer...................................................................................................60
9.2 Verify Help System Prerequisites........................................................................................................60
9.3 Install Epicor ERP Online Help............................................................................................................61

Chapter 10: Install Epicor ERP 10 Client on a Workstation.....................63


10.1 Install Microsoft .NET Framework 4.5 (Client)..................................................................................63
10.2 Share the ERP10 Folder...................................................................................................................63
10.2.1 Using Windows Server 2012.................................................................................................63
10.2.2 Using Windows Server 2008 R2............................................................................................64
10.3 Install Epicor ERP 10 Client Software...............................................................................................64

Part IV: Troubleshooting................................................................................68

Chapter 11: Manual Installation and Conversion Issues........................68


11.1 Manually Install Epicor Administration Console...............................................................................68
11.2 Manually Import Posting (Booking) Rules........................................................................................69
11.3 Uplift ODBC Epicor 9.05 Crystal Reports to Epicor ERP 10...............................................................70
11.4 Change or Uninstall Epicor ERP 10 Application................................................................................72
11.4.1 Add or Remove Program Features.........................................................................................72
11.4.2 Uninstall Epicor ERP 10 Application.......................................................................................72
11.4.3 Uninstall Epicor ERP 10 Client...............................................................................................73

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Chapter 12: Resolving Errors....................................................................74


12.1 Review Error Message Resolutions..................................................................................................74
12.2 Create Electronic Interface for Intrastat Reporting...........................................................................74
12.3 Verify Specific Folders are Not Read-Only........................................................................................75
12.4 Transaction Failed Due to Processing Time Out................................................................................75
12.5 MRP Processing and Job Scheduling Fail Due to WCF Operation Timeout........................................77
12.6 Known Issue with Turkish Format Culture Display...........................................................................78

Part V: Supplemental Installations................................................................79

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Epicor ERP 10 Installation Guide Getting Started

Part I: Getting Started


Welcome to the Epicor ERP 10 Installation Guide. This part of the guide explains how to verify the prerequisites
and perform pre-installation steps prior to installing Epicor ERP 10.
Use the following flow to review the process a new customer follows to install Epicor ERP 10 as the first Epicor
ERP application installation.

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Chapter 1: Verify Prerequisites

This part of the guide explains how to verify the prerequisites prior to installing or upgrading your Epicor 10 application.

1.1 Verify Access to EPICweb

Use the following instructions to verify you have appropriate permissions to access the EPICweb site.

1. Verify you have Internet access at your workstation.

2. Verify you have a valid User ID and Password for Epicor's Customer Portal (EPICweb). To create an account
go to: http://support.epicor.com

1.2 Review Release Documents

Use these steps to download and review the release documents that are available with this Epicor ERP 10 version.
Each document has been updated specifically for this release.

1. Log on to EPICweb and go to the customer portal website. Navigate to Products > Epicor ERP version 10
> Downloads > Epicor ERP > Version 10.0.
You can use this link: https://epicweb.epicor.com/products/epicor-erp/downloads.

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2. In the Available Downloads list, locate and download the following four (4) release documents. Note that
the installation guide is available in three versions and you only need to download one version.

Release Documentation Description


Epicor ERP 10 Release Notes Includes detailed list of changes (fixes and enhancements) sorted by
functional area. Also includes any late-breaking installation updates.
Epicor ERP 10 Architecture Guide Includes overview topics and conceptual information regarding the
Epicor ERP 10 architecture and framework technology strategies.
Note It is highly recommended that you read this guide and
understand the Epicor ERP 10 architecture prior to installing.

Epicor ERP 10 Installation Guide


The Epicor ERP 10 Installation Guide is available in three versions based
on your type of installation:
New Installation. New customers should use this guide to install
a new Epicor ERP application for the first time.
Guide includes instructions to install a new Epicor ERP 10
application, configure the servers, and then add a new database.

Migration from SQL. Existing SQL customers should use this


guide to upgrade from an existing Epicor 9.05.702A - SQL
application to Epicor ERP 10.
Guide includes instructions to backup your existing Epicor 9.05
application, install the Epicor ERP 10 application, configure the
servers, and then migrate your existing SQL database into an Epicor
ERP 10 database.

Migration from Progress. Existing Progress customers should


use this guide to upgrade from an existing Epicor 9.05.702A -
Progress application to Epicor ERP 10.
Guide includes instructions to backup your existing Epicor 9.05
application, install the Epicor ERP 10 application, configure the
servers, and then migrate your existing Progress database into an
Epicor ERP 10 database.

Epicor ERP 10 Supplemental Includes instructions for the products that can be optionally installed
Installation Guide after the Epicor ERP 10 application has been installed on your system.
Supplemental installs include Enterprise Search, Education Module,
Information Worker, Mobile Access, Sharepoint Publisher, Social
Enterprise, Web Access, Language Translations, and Service Bus. This
guide is available in one version for all installation types.

3. If you are on Vantage 8.03x, you must also download the Epicor Data Upgrade Utility (DUU) Guide
which is located on the EPICweb customer portal site under Epicor ERP version 9 > Documentation > Release
9.05.700. This guide includes instructions for upgrading from Vantage 8.03x to Epicor 9.05.702x. After
upgrading to Epicor 9.05.702x you would then use the Epicor ERP 10 Installation Guide (Migration version)
to upgrade your Epicor 9.05 application to Epicor ERP 10 and migrate your existing database into an Epicor
ERP 10 database.

4. If you previously downloaded any of the above release documents prior to following the steps in this section,
you must verify that you are using the latest version of the document. To do this:

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a. On your release document (Release Notes, Architecture Guide, Installation Guide, or Supplemental Guide)
locate the Disclaimer page, which is before the Table of Contents.

b. Verify that the Revision date on that page is the same as the Revision date on the file that is currently
available from the EPICweb customer portal site.

c. If the Revision date is not the same, follow the above steps to download the release document from
EPICweb customer portal site.

1.3 Verify Microsoft Tools Installation

Use the following steps to verify that your environment has installations of the Microsoft tools and components
that are required to run the Epicor ERP 10 application.

1. Install Microsoft .NET Framework 4.5 from the Microsoft Download Center website onto your server.

a. Go to the Microsoft Download Center. You can use this link: http://www.microsoft.com/en-us/downlo
ad/details.aspx?id=30653

b. Download the latest version of Microsoft .NET Framework 4.5 to your server.

c. Use the instructions provided on the website to guide you through the installation process.

2. You must have Microsoft Internet Information Services (IIS) 7.5 or higher installed in order to use
several features of the Epicor application, including the Education Module, Epicor Web Access, or Epicor
Mobile Access. If you do not have IIS installed, refer to your operating system documentation for instructions.
Be sure to also follow these IIS settings:

a. If you are hosting an Epicor Web Access site on the Epicor application server, the IIS Server name must
not include the underscore character. If the IIS Server name has an underscore, the user won't be able
to log in.

b. If you are installing Epicor Mobile Access on the server, you must also enable IIS 6 compatibility mode.
If needed, refer to the Epicor ERP 10 Supplemental Install Guide section called Install Epicor Mobile Access
> Enable IIS 6 Management Compatibility for instructions.

3. You must have the latest Microsoft Management Console (MMC) 3.0 or later installed. See the MMC
3.0 download site for download information.

4. You must have the ASP.NET module of your Windows Internet Information Services (IIS) installation enabled
in order to use several features of the Epicor application, including the Education Module, Epicor Web Access,
or Epicor Mobile Access.

5. In order to print reports using SSRS (SSRS 2008 R2 64-bit or SSRS 2012), you must download and install a
Microsoft SQL Server update package from the Microsoft Support site. It is a known Microsoft issue that
installing the update is required for the rendering of PDF reports to be successful. For more information,
refer to this Microsoft Support page: http://support.microsoft.com/kb/2645648.

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1.4 Verify Windows Operating System Requirements

Use the following steps to verify your operating system requirements for installing the Epicor 10 application.
These steps must be performed on the Epicor Application Server, and not on the machine where you will be
running the Epicor Administration Console.

1. Verify you have one of the following installed on your server:


Windows Server 2008 R2 (SP1)
Windows Server 2012

2. Verify you have one of the following installed on your workstation:


Windows 7 (SP1) x86 / x64
Windows 8 x86 / x64 Intel Architecture

3. If you want to use the Epicor Administration Console to remotely administer machines, you need to enable
the IIS Management Service. To do this:
Using Windows 7: Navigate to Start > Control Panel > Programs > Turn Windows features on or
off. In the Windows Features window, navigate to Internet Information Services > Web Management
Tools and select the IIS Management Service check box. Click OK. Click Close.
Using Windows 8: Navigate to Settings > Control Panel > Program and Features > Turn Windows
features on or off. In the Windows Features window, navigate to Internet Information Services >
Web Management Tools and select the IIS Management Service check box. Click OK. Click Close.
Your dialog may look similar to the following:

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4. For the Epicor Administration Console, verify that port 8172 is open in the firewall. To do this, if you are
using the built-in Windows firewall, navigate to Start > Control Panel > Administrative Tools > Windows
Firewall with Advanced Security.

5. For the Epicor Administration Console, verify that in the Windows Firewall, the inbound rule "Web
Management Server (HTTP Traffic-In)" is enabled. To do this, open your Windows Firewall. Locate the
inbound rule named "Web Management Service (HTTP Traffic-in)". Right-click on the rule and select
Properties. Enter the following:

a. In the General tab, select Allow the connection in the Action group box.

b. In the Advanced tab, in the profiles section, clear the Public check box. This option should not be selected.

c. Keep the Domain and the Private options enabled.

Note The inbound rule "Web Management Server (HTTP Traffic-In)" should be enabled, if it exists.
If that rule is not present, then create your own inbound rule that opens port 8172 for TCP traffic.

6. With Windows Server 2008 R2 (SP1), a firewall is installed. The firewall must be disabled in order for
connectivity from other machines to allow for administering of the Epicor 10 Application Servers. Based on
your company practices, you can enable your firewall after the installation process is complete.

1.5 Verify SQL Server Install and Features

Verify that a supported version of Microsoft SQL Server is installed on your database server and that the required
Full-Text Search feature is installed on your SQL Server instance. If necessary, use these steps to install Microsoft
SQL Server.
Note It is recommended that you review the SQL Books Online information in order to become familiar
with the SQL Server administration functionality. The documentation is typically installed with the SQL
Server application. To access it, navigate to Start > All Programs > Microsoft SQL Server >
Documentation and Tutorials > SQL Server Books Online.

1. On your database server, verify that one of the supported SQL Server versions is installed:
SQL Server 2008 R2
SQL Server 2012
If necessary, install SQL Server on your database server using the instructions that came with your SQL
installation. Be sure to install any Microsoft service pack and patch updates related to your SQL version.

2. If your SQL Server is hosted on a different machine than the Epicor 10 Application Server, verify that network
connectivity exists between the servers. To do this, complete the following steps on the two machines:

a. For the Application Server, do the following:


Add a domain account with Administrator permissions.
Log into the Application Server using the domain account with Administrator permissions.
Verify SQL Express 2008 R2 (minimum) or SQL Express 2012 is installed on the server that hosts the
Application Server.

b. For the SQL Server, do the following:


Add the domain account login (with Administrator permissions) to the Administrators group.

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Verify the SQL Server service properties specifies "Log On As" that specific domain account.
In SQL Server Management Studio, create the domain account as a SQL login account with sysadmin
rights.

3. Verify that the Full-Text Search feature is installed on your SQL Server instance. Full-Text Search is required
in order to create databases using the Epicor 10 application. To verify if the feature is installed:

a. Open SQL Server Management Studio. Right-click on your server/instance and select New Query.
Enter the following query:
SELECT fulltextserviceproperty('IsFulltextInstalled')
IF (1 = FULLTEXTSERVICEPROPERTY('IsFullTextInstalled')) print 'INSTALLED' else print 'NOT INSTALLED'

b. Click Execute. If the query returns 1 or INSTALLED it means that Full-Text Search is installed.
Your query results may look similar to the following:

c. If the query returns 0 or NOT INSTALLED, you must install the Full-Text Search component. To do this:
Select Start > Control Panel > Programs and Features. In the list of programs, right-click MS SQL
Server installation and select Uninstall/Change. Click Add.
Use you MS SQL Server installation media to run SQL setup wizard.
In the Installation Type window, select the option to Add features to an existing instance of
SQL Server and specify the SQL Server instance you want to modify.
In the Feature Selection window, select the Full-Text Search check box. Click Next several times,
then click Complete to finish the component installation.

Note As an alternate method to verify if the Full-Text Search feature is enabled on your SQL Server,
you can review the list of services. To do this, on your SQL Server select Start > Control Panel >
Administrative Tools > Services. Verify that SQL Full-text Filter Daemon Launcher (SQL Server
Instance Name) service is listed, for example (MSSQLSERVER). Note that if your SQL Server has multiple
instances, you must verify that the service is available for the specific SQL Server instance.

1.6 Verify SQL Server Reporting Services (SSRS) Prerequisites

Use these steps to verify that you have the required components and features installed and configured properly
for using SQL Server Reporting Services (SSRS). With Epicor ERP 10, you use SSRS for reporting functionality.

1. Verify that you are using SQL Server 2008 R2 or SQL Server 2012.

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2. In order to print reports using SSRS, you must download and install a Microsoft SQL Server update
package from the Microsoft Support site. It is a known Microsoft issue that installing the update is required
for the rendering of PDF reports to be successful. For more information, refer to this Microsoft Support
page: http://support.microsoft.com/kb/2645648.

3. Verify that IIS is installed on the server where Epicor SQL Server Reporting will be installed.

4. Verify that .NET 4.5 is installed on the server where Epicor SQL Server Reporting will be installed.

5. Verify your Reporting Services configuration values using the Reporting Services Configuration Manager.
To do this:

a. Navigate to Start > All Programs > Microsoft SQL Server 20xx > Configurator Tools > Reporting
Services Configuration Manager.

b. Click Connect to connect to the report server/instance.

c. In Current Report Server information displayed, verify that Report Server Mode is Native.
Note For more information on installing Reporting Services Native Mode Report Server, review
the Microsoft SQL Server Documentation Online. You can use this link: http://technet.microsoft.c
om/en-us/library/ms143711.aspx

d. Verify that Report Server Status is Started.

e. On the left navigation pane, select Report Manager URL. In the Report Manager Site Identification
section that displays, do the following:
In the URLs field, click the URL to verify that it is valid. Your browser should open the SQL Server
Reporting Services home page.
Open a text editor, such as Notepad, and enter the URL exactly as it is displayed in the URLs field. For
example, your URL may look similar to: http://ServerName:xx/Reports. Save the notepad file. Note
that you will need to enter this URL later when you are adding an Epicor Application Server and
configuring SSRS on the SSRS Configuration > SSRS Base URL field.

f. Click Exit to close the Reporting Services Configuration Manager.

6. If you want to create custom reports, verify that you have one of the following installed on the machine
where you plan to customize the reports:
Business Intelligence Development Studio (BI Dev Studio). A component of a Visual Studio installation
that is used to develop reporting service projects.
Microsoft SQL Server Report Builder. A report authoring tool that uses a Microsoft Office-like authoring
environment that is simpler to use than Business Intelligence Development Studio. Note that you should
use Report Builder 2.0 if you use SQL Server 2008 R2 and Report Builder 3.0 if you use SQL Server 2012.

1.7 Verify Temporary Files Do Not Exist


Prior to installing or migrating, use the following steps to clear out any existing temporary folders and files related
to install aware processing. These temporary folders and files may exist due to prior upgrades that were not fully
completed and they may cause your current upgrade to not install properly.

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1. Go to your system Temp folder. The location of the Temp folder differs based on your operating system.
To find the location of this folder, you can do one of the following:
Select Start > Run. In the command window, type: %temp%. Click OK. The Temp folder location
opens in a browser. For example, the browser could open to C:\Users\[UserId]\AppData\Local\Temp.
Select Start and right-click on Computer. Select Properties. Click the Advanced System Settings link
or the Advanced tab. Click Environmental Variables. In the User variables section, record the value
for the Temp variable.

2. In the Temp folder and subfolders, delete the following:


folders that start with MIA*
files that end with *.TMP

1.8 Verify CSF Requirements (Optional)

If you use CSF (Country Specific Functionality), follow the steps in this section to verify that your CSF installation
has met all the requirements prior to migrating to Epicor ERP 10. Requirements include that your current CSF
installation has had all user runnable conversions run.

1. Refer to the Configure Country Specific Functionality (CSF) chapter in Epicor ERP 10 Supplemental Install
Guide for the list of CSFs available in Epicor ERP 10. Verify your specific CSF exists in Epicor ERP 10 prior to
migrating your Epicor application.

2. Verify CSF-Related user runnable conversions have been successfully run on your existing Epicor 9.05
application. To identify the specific conversions required for your CSF, refer to the corresponding Epicor
9.05.702 CSF Installation Guide. Note that you cannot migrate your Epicor 9.05.702A application to Epicor
ERP 10 until you have completed all user runnable conversion required for your CSFs.

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Chapter 2: Perform Pre-Installation Steps

This part of the guide lists the steps to perform before installing or upgrading Epicor ERP 10.

2.1 Configure Server Roles

Use these steps to configure the required Server roles, including both the Application Server and Web Server.
Note that the steps differ based on your environment.
Note If you do not configure the server roles, you may be prompted with the error "Assembly binding
warning is turned OFF" when you are attempting to add an Epicor application server. To resolve the error,
follow the steps in this section to configure your server roles.

2.1.1 Using Windows Server 2012

Use these steps to configure the Application Server role and the Web Server role using Windows Server 2012.
Note that if the roles already exist, you can still review the list of role features to verify that your roles are configured
properly.

1. On the server, open Server Manager.

2. To verify if the roles already exist:

a. In the left pane, select the App Servers node.

b. In the Roles and Features section, verify if the Application Server and the Web Server (IIS) roles are
listed. Your dialog may look similar to the following:

3. If the Server roles are listed, in the same Roles and Features section verify that the required Server roles
services have been installed. You can find the list of required Server roles services in steps 11 and 13 below.

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4. If the Server roles are not listed, from the Manage menu, select Add Roles and Features. Your dialog
may look similar to the following:

5. The Add Roles and Features Wizard appears. In the Before You Begin section, review the information and
click Next.

6. In the Installation Type section, keep the default Role-Based or Feature-Based Installation option selected.
Click Next.

7. In the Server Selection section, verify your server is selected in the Server Pool list. Click Next.

8. In the Server Roles section, select the Application Server role and the Web Server (IIS) role.
The IIS Management Console is required for the Web Server role installation. Click Add Features to confirm
the installation. Click Next.

9. In the Features section, verify that .NET Framework 4.5 is selected. Click Next.

10. In the Application Server section, click Next.

11. In the Role Services section, select the following options and click Next.
COM+ Network Access
TCP Port Sharing
Windows Process Activation Service Support
HTTP Activation
Message Queuing Activation
Named Pipes Activation
TCP Activation

Distributed Transactions
Incoming Network Transactions
Outgoing Network Transactions

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In the Add Roles and Features Wizard, confirm installation of the selected services. Your screen may look
similar to the following:

12. In the Web Server Role (IIS) section, click Next.

13. In the Role Services section, select Web Server and the following services to be installed:
Common HTTP Features
Default Document
Directory Browsing
HTTP Errors
Static Content

Health and Diagnostics


HTTP Logging
Tracing

Performance
Static Content Compression

Security
Request Filtering
Windows Authentication

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Application Development
ASP.NET 4.5
ISAPI Extensions
ISAPI Filters
.NET Extensibility 4.5

In the Add Roles and Features Wizard, confirm installation of the selected services. Click Next.

14. In the Confirmation section, click Install. The Web Server role and features are installed.

15. Close the Server Manager.

2.1.2 Using Windows Server 2008 R2

Use these steps to configure the Application Server role and the Web Server (IIS) role using Windows Server 2008
R2. Note that if the server roles already exist, you can still review the list of role features to verify that your roles
are configured properly.

1. On the server, open Server Manager. Select the Roles node.

2. Go to the Roles Summary section and verify if the Application Server and the Web Server roles are listed.

3. If the Server roles are listed, click the Add Role Services link on the right side. Then use the step below
regarding the Application Server dialog to verify that the required Application Server role services are installed.

4. If the Server roles are not listed, click Add Roles. The Add Roles Wizard appears. Click Next.

5. On the Server Roles dialog, do the following:

a. Select Application Server.

b. Select Web Server (IIS).

Click Next.

6. On the Application Server dialog, review the noted comments and click Next. On the Role Services dialog,
notice that .NET Framework 4.5 is already selected for you. Select these additional services and then click
Next:
COM+ Network Access
TCP Port Sharing
Windows Process Activation Service Support
Message Queuing Activation
TCP Activation
Named Pipes Activation

Distributed Transactions
Incoming Remote Transactions

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Outgoing Remote Transactions

7. On the Web Server dialog, review the noted comments and click Next. On the Role Services dialog, select
the following services to be installed:
Common HTTP Features
Default Document
Directory Browsing
HTTP Errors
Static Content

Application Development
ASP.NET
ISAPI Extensions
ISAPI Filters
.NET Extensibility

Health and Diagnostics


HTTP Logging
Tracing

Performance
Static Content Compression

Security
Request Filtering
Windows Authentication

Click Next.

8. Confirm installation of the selected services. Click Install.

9. The Application Server Role and features are installed. Click Close.

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Part II: Installation and Configuration


This part of the guide explains how to install and configure your Epicor ERP 10 application.

Chapter 3: Install the Epicor ERP 10 Application

Use this section to install your Epicor ERP 10 application.


Note The installation process creates the application directory on your server, so you only need to install once.
You must install the application on the server before you install the client on any workstations.

Note Do not reference mapped drive letters in these instructions. Only use physical drive letters or UNC paths.
If you use mapped drive letters, the server installation will not work. For example, these instructions use C:\ drive
but you can use any physical drive of your choice.

3.1 Prepare SQL Server Login Account

Prior to installing Epicor ERP, you must determine if you will access the Epicor ERP SQL Server database through
SQL Server Authentication or Windows Authentication. Note that both authentication methods allow access to
the Epicor ERP database through a single SQL Server login account. Use these steps to setup the SQL Server login
account.
Note After you have installed the Epicor database, you will use the "Configure Epicor ERP SQL Server
Login Account" steps to configure security options for the SQL Server login account that you create.

1. Determine your authentication method for accessing the Epicor SQL Server database, either using SQL Server
Authentication or Windows Authentication. If you need additional information to make your decision, refer
to the "Authentication Options" information in the Epicor Architecture Guide.

2. Use SQL Server Management Studio to connect to the SQL Server instance where you will be installing the
Epicor ERP database.

3. Under the Security folder, right-click the Logins folder and select New Login.

4. Based on whether you decided to use SQL Server Authentication or Windows Authentication, do one of
the following:
SQL Server Authentication. Select SQL Server authentication. For Login Name, enter an appropriate
login name. For example, EpicorERP. Enter a Password and confirm the password. Click OK.
Windows Authentication. Keep Windows authentication selected. For Login Name, click Search
to select the Windows domain account to use for Epicor ERP access. If desired, create a Windows account
just for Epicor ERP access. Click OK after you have selected the Windows account.

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5. Click OK to close the dialog.

3.2 Install Epicor ERP 10 Server

Use the following steps to install or upgrade your Epicor ERP 10 server software. During the installation you are
prompted to select the Epicor ERP 10 program features that you want installed to the server.

1. Locate your Epicor ERP version 10 DVD. Insert the DVD into your drive. In the root directory, locate the
release file related to this installation. For example RL10.x.xxx.exe.

2. Double-click on the file to run it. The install wizard verifies that the install executable is compatible with your
environment and then prepares for your installation. This verification may take several minutes.

3. The Welcome window appears for installing the Epicor ERP 10 server software. Click Next.

4. The Select Components window appears. Select the program features you want to install, such as the
Application Server and Supplemental Installs. In the Install Epicor ERP 10.0 to field accept the default
location of C:\Epicor\ERP10 or click Change to browse and select a different location. Your dialog may look
similar to the following:

5. After selecting the components to install and specifying the installation location, click Next.

6. The Completing the Epicor Install window appears. To begin the configuration of Epicor ERP 10, click Next.
The installation begins. The process may take several minutes. Your dialog may look similar to the following:

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7. After the Epicor ERP 10.0 Server is installed, the following installations are processed:
Expanding Epicor ERP 10.0 Client Installer
Expanding Epicor ERP 10.0 Administration Console Installer
Expanding Epicor ERP 10.0 Education Courses
Expanding Epicor ERP 10.0 Reporting Services
Expanding Epicor ERP 10.0 Supplemental Installs (Mobile Access, Sharepoint Publisher, Social Enterprise,
Enterprise Search, Task Agent, and Web Access)
Installing Administration Console

8. The Install Complete window appears when the installation is complete. Based on the availability of an
Update release, do one of the following:
If an Update release (10.0.600.x)is available, clear the Launch the Epicor Administration Console
check box. You will need to install the Update release prior to launching the Epicor Administration
Console.
If an Update release (10.0.600.x) is not available, keep the Launch the Epicor Administration Console
check box selected. You will now use the instructions in the following sections to complete the
configuration using the Epicor Administration Console.
Your dialog may look similar to the following:

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9. Click Finish. Your Epicor ERP 10 server framework is installed.

10. If you want to verify that your installation completed successfully, navigate to the folder where you installed
your Epicor ERP 10 application. For example, the default is C:\Epicor\ERP10 followed by the release version
as a subfolder. Your folder structure may look similar to the following:

3.3 Install Epicor ERP 10 Update (10.0.x00.x)

Use the following steps to install the Epicor ERP 10 Update to your Epicor ERP 10 application, if an update is
available. Updates are identified by the sequential number added to the end of the release number, for example
10.0.x00.x.

1. Log on to EPICweb and go to the customer portal website. Navigate to Products > Epicor ERP version 10
> Downloads > Epicor ERP > Version 10.0.
You can use this link: https://epicweb.epicor.com/products/epicor-erp/downloads.

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2. Download the latest Epicor ERP 10 Update release file related to this installation. For example, the filename
is similar to UD10.0.x00.x.exe. Note that the executable file may take a period of time to download.

3. Go to the directory where you downloaded the file. Double-click on the file to run it. The install wizard
verifies that the install executable is compatible with your environment and then prepares for your installation.
This verification may take several minutes.

4. The Welcome window appears for installing the Epicor ERP 10.0 Update. Click Next.

5. The Select Components window appears. Review the list of components that were installed with your base
Epicor ERP 10 installation. Do not make any changes. Click Next.

6. The Completing the Epicor ERP 10 Update window appears. To begin the installation of the update, click
Next. The installation begins and status bars display the processing. The process may take a period of time
to complete.

7. The Epicor ERP 10 Update Complete window appears when the installation is complete. Keep the Launch
the Epicor Administration Console check box selected to launch the console. Click Finish.

8. Verify that the Epicor Administration Console opens.

3.4 Generate Self-Signed SSL Security Certificate (If Using UserNameSSLChannel)

If you have selected to use the UserNameSSLChannel endpoint binding, you will need a SSL security certificate.
You can use these steps as an example of how to generate a self-signed SSL Security Certificate. Review the
Epicor ERP 10 Architecture Guide for information on using authentication options and security certificates, if
needed.

1. Navigate to Start > Administrative Tools > Internet Information Services (IIS) Manager. Select your
server name.

2. Double-click the Server Certificates icon in the middle pane.

3. In the Actions menu, click Create Self-Signed Certificate.

4. Enter a name for the new certificate, for example, enter the fully qualified domain name. Select Personal
certificate store from the drop-down list and click OK. The certificate displays in the Server Certificates list.

5. Navigate to the Machine Keys folder.

6. In the Machine Keys folder, right-click the file with the latest Date modified and select Properties.

7. In the Properties window, click the Security tab. Click the Edit button.

8. In the Permissions for <file name> window, click the Add button.

9. In the Enter the object names to select field, enter Everyone. Click OK.

10. Click Everyone in the Group or user names list. In the Permissions for Everyone pane, select the Allow
check box against the Full control permission. Click OK.

11. Click OK in the Properties window and exit the Machine Keys folder.

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Chapter 4: Configure Epicor Database Server

Use the following instructions to add your Epicor 10 database server using the Epicor Administration Console. The
Epicor database server must be added prior to adding an Epicor database.

4.1 Add Epicor Database Server

Use the following steps to add an Epicor Database Server. The Epicor Database Server must be added prior to
adding an Epicor Database.

1. On the server where your Epicor application is installed, open the Epicor Administration Console, if it is not
already opened. To do this:

On the server, press <Windows> + F to display the Charms bar and select Apps. Alternatively, on the
Start screen, right-click the background and in the lower right corner select all Apps. On the Apps screen,
select Epicor Software > Epicor Administration Console.

On the server, navigate to Start > All Programs > Epicor Software > Epicor Administrative Tools
> Epicor Administration Console.

2. In the left-hand Tree View, select the Database Server Management node. Your dialog may look similar
to the following:

3. Right-click on the Database Server Management node and select Add Epicor Database Server. Your
dialog may look similar to the following:

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4. In the Server\Instance field, enter the SQL Server name and the SQL Instance ID. For example, enter your
local server or the network server to which you will be connecting.

5. Select the Authentication mode to connect to the SQL Server. For example, select Windows Authentication
or SQL Authentication. If you select SQL Authentication you must also enter your SQL User ID and Password.
Note The SQL User ID and Password you specify will be passed to the configuration when you add
a new Epicor database.

6. Click the Verify Server button to verify that your server name and connection details are valid. Click OK
to the message. Click OK again.

7. After the server is added, the server/instance is displayed as a node under Database Server Management in
the Tree View. Your dialog may look similar to the following:

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After the server is added, you are now ready to add your Epicor database. For example, you can add a new
database (for production) or add the demo database (for training).

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Chapter 5: Configure Epicor Database

Use these steps to add an Epicor database (new or demonstration) using the Epicor Administration Console. Note that
your Epicor Database Server must be added prior to adding a new Epicor database.

5.1 Add Epicor Database

Use these steps to add an Epicor database (new or demonstration) using the Epicor Administration Console.
When this database is created it is empty and scripts are run to populate it with initial data, including tables and
fields for menus, security and reports.

1. Prior to adding a database, verify that the Full-Text Search feature is installed on your SQL Server instance.
Full-Text Search is required in order to create databases using the Epicor 10 application. Refer to the previous
steps in the Getting Started > Verify Prerequisites > Verify SQL Server Install and Features section.

2. Open your Epicor Administration Console, if it is not already open.


On the server where your Epicor application is installed, navigate to Start > All Programs > Epicor Software
> Epicor Administrative Tools > Epicor Administration Console.

3. Expand Database Server Management. Right-click on your Server/Instance and select one of the options
to add an Epicor database:
Add New Database - Use this option to launch the Database Migration tool to add a new database.
The new database contains seed data only.
Add Demo Database - Use this option to launch the Database Migration tool to add a new
Demonstration Database which is used for educational purposes along with the Epicor Education Module.

4. For either a New or Demo database, the Add New Database dialog opens. Your dialog may look similar to
the following:

Enter the following:

a. Enter a Name for your database.

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Note Your database name cannot include a space. After the database is created you cannot
change the database name. If the database name already exists on the server, you will be prompted
to confirm the name when the database creation process starts.

b. Enter the Deployment Server path to specify the deployment share location. This path is used by the
Epicor Administration Console to verify that it has the required components to service the database.
These components can then be downloaded from this location.
If you are on the deployment server, enter a fully qualified path such as C:\Epicor\ERP10\ERP10.0.xxx.

c. Click OK.

5. The Create Database on Server dialog displays. If the database creation process does not start by default,
click the Start button. A status bar displays the creation process. This may take a few minutes. Your dialog
may look similar to the following:

6. If you selected Add New Database, the database is ready to be created using the default values. If you
want to change the default values and configure the database properties before it is created, from the
Action menu on the Create Database on Server dialog, select Configuration. Your dialog may look similar
to the following:

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7. For the Target database, verify the Master Database File (MDF) Information. Note that for more
information on MDF settings, refer to your Microsoft SQL Server user guides and online help.

a. In the MDF Location field, verify the default path to the master database file.

b. Review the Initial MDF File Size in GB value. Epicor recommends to set this value close to the size of
the future master database file.

c. Keep the Autogrowth check box selected if you want the file to increase automatically when new data
is added. In the Autogrowth settings section, use the MDF File Growth fields to specify the file growth
rate. Select the Restricted File Size Growth option and set the maximum size for the MDF file if you
want to limit this value, or keep the Unrestricted File Size Growth option selected. If you use MDF
autogrowth and do not restrict the file size, the MDF file should be regularly monitored and managed
by a database administrator.

8. For the Target database, verify the Log Database File (LDF) Information. Note that for more information
on LDF settings, refer to your Microsoft SQL Server user guides and online help.

a. In the LDF Location field, verify the path to the log database file.

b. Specify the Initial LDF File Size in GB value. Epicor recommends to set this value close to the size of
the future log database file.

c. Keep the Autogrowth check box selected if you want the file to increase automatically when new data
is added. Define Autogrowth settings. Use the LDF File Growth fields to specify the file growth rate.
Select the Restricted File Size Growth option and set the maximum size for the LDF file if you want
to limit this value, or keep the Unrestricted File Size Growth option selected. If you use LDF autogrowth
and do not restrict the file size, the LDF file should be regularly monitored and managed by a database
administrator.

9. Click Test Connection to verify. Click OK to the validation message.

10. Click OK to save the configuration values. The Configuration dialog closes.

11. Back on the Create Database on Server dialog, click Start. The processing begins. This may take a bit of
time. If you want to view the processing messages, click the Show More button. If you want to hide the
processing messages, click the Show Less button. Your dialog may look similar to the following:

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Note If the database name already exists you are prompted with a message to enter a password to
confirm that the existing database should be deleted in order for the new database to be created.
Your dialog may look similar to the following:

12. During the creation of the database, progress is displayed using green check marks next to the task. Note
that if a task is not successful, a red X is displayed. After the database is created a green check mark is
displayed next to each task. Verify that your tasks have all completed. Your dialog may look similar to the
following:

13. After completion, click the Show Log button to display the DB Migration log. Review the information. Your
dialog may look similar to the following:

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14. Click Close to close the log file.

15. Click Close to close the Create Database on Server dialog.

16. Verify that your new database displays under your Server in the tree node. Your dialog may look similar to
the following:

Your new database has been successfully added.

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5.2 Configure Epicor ERP SQL Server Login Account

Use these steps to allow the Epicor ERP SQL Server login account to access the Epicor ERP database. During the
configuration, you will be selecting the SQL Server login account that you created in a previous section called
"Install the Epicor 10 Application > Prepare SQL Server Login Account".

1. Use SQL Server Management Studio to connect to the SQL Server instance that now hosts the Epicor ERP
database.

2. Navigate to Security > Logins.

3. Double-click the SQL Server login you previously created to access the Epicor ERP database. For example,
EpicorERP.
Note You created the SQL Server login account in a previous section called "Install the Epicor 10
Application > Prepare SQL Server Login Account".

4. In the left pane, click User Mapping.

5. In the Map column, select the check box next to the EpicorERP database.

6. In the list of database role memberships, in addition to public (which is already selected), select the db_owner
check box.
Important After the Epicor ICE installation is complete, you can change the security settings for this
SQL Login account. For example, if you do not want the login user to have db_owner access, you can
remove the ability by clearing (unselecting) that check box in the list of database role memberships.
Note that if the db_owner access is removed, then you must ensure that both db_reader and db_writer
access are granted.

7. Click OK.

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Chapter 6: Configure Epicor Server and Application Server

Use these steps to add an Epicor Server and Epicor Application Server using the Epicor Administration Console.

6.1 Add Epicor Server

Use the following steps to add your Epicor Server using the Epicor Administration Console. You must add the
Epicor Server prior to adding the Epicor Application Server.

1. On the server where your Epicor application is installed, open the Epicor Administration Console.

2. In the left-hand Tree View, select the Server Management node. Right-click and select Add Epicor Server.
Your dialog may look similar to the following:

3. Enter the Name of your server. Click Ping Server to verify your server name. A message displays that it is
successful. Click OK.

4. Verify that your Epicor Server is added under the Server Management node. You can now add an Epicor
Application Server to this Epicor Server.

6.2 Add Epicor Application Server

Use the following steps to add your Epicor Application Server using the Epicor Administration Console. Note that
prior to adding an Epicor Application Server, you must add your Epicor Server.

1. In the Epicor Administration Console tree view, expand the Server Management node. Verify that the
Epicor server that will host the new application server is listed. Your dialog may look similar to the following:

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2. Right-click on the Epicor server and select Add Application Server. The Application Server Setup dialog
opens. Your dialog may look similar to the following:

3. On the Application Server Settings tab, define the following:

a. Enter the Application Name. This value is the name that Internet Information Services (IIS) uses to create
the application, and this value is also added to the URL address which the client installation uses to
connect to the application server. For example, if you enter ERP100600 in this field, the application server
URL will be net.tcp://<servername>/ERP100600.

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Note The following fields default based on the application name you entered: Web Site Directory
and Application Pool Name on this same tab, and Display Name on the Admin Console Settings
tab.

b. Enter the Deployment Directory that contains the Epicor server installation. For
example:\\EpicorServer\Epicor\ERP10\ERP10.0.600.
Note You must be a member of the Administrators group on the server specified.

c. The Web Site Directory identifies the server machine that will contain the application server. The
application server is installed in this location. Verify that the path includes the Application Name that
you just entered. For example: C:\Inetpub\wwwroot\EpicorERP100600.

d. Select the Copy Assemblies to the Site check box. This indicates the Epicor application assemblies are
automatically uploaded to the web site directory you defined.

e. Use the drop-down menu to select your Net TCP Binding Configuration to define how this application
server checks for authentication certificates through Internet Information Services (IIS). When a user logs
into the application, the selected method verifies the communications are encrypted and checks whether
the user can access the Epicor application. Options include:
UsernameWindowsChannel. Select this option to authenticate using an Epicor Username and
Password on a Windows Domain. Windows ensures communications are encrypted while the username
and password are managed in Epicor. You can use this method for both smart client and Epicor Web
Access (EWA) installation.
UsernameSSLChannel. Select this option to authenticate using an Epicor Username and Password
on a non-Windows Domain or across two untrusted Windows Domains. A Secure Sockets Layer (SSL)
X509 certificate is used to encrypt the communications while the username and password are managed
in Epicor.
When you select this option, you may need to define a DNS Endpoint Identity if your SSL certificate
and server name are different. You can use this method for both smart client and Epicor Web Access
(EWA) installations.
Note If you plan to use Digital Certificates, you must select UsernameSSLChannel. Refer to
the Technology Strategies > SSL: Review Digital Certificates for Epicor 10 section in the Epicor
Architecture Guide for more information on the digital certificate options available in your
Epicor ERP application.

Windows. This type of authentication replaces the Epicor 9.05 Single Sign On method. It authenticates
and encrypts communications using Windows Domains. Select this method for AppServers that handle
client installations where users access the application through the same domain. If you select this
option, you do not enter a Username/Password for the task agent; instead you define this domain
user account on the Windows service. You can only use this method on smart client installations.

4. In the Server Updates group box, use the fields to update your Epicor ERP 10 application to an updated
version. Fields include:

a. Apply Update . Use the drop-down to select your update version from the list of updates that are
available on your server. You previously installed these updates using the steps in the Install Epicor ERP
10 Update (10.0.600.x) section. For example, select 10.0.600.x to select to update your Epicor ERP version
to 10.0.600.x. It is recommended that you select the latest update available. If no updates are available,
you can select Base. Note that when you click OK, the application server updates the Epicor ERP 10
application to the selected version. If prompted that all users will be disconnected while the system is
being updated, verify that all users have logged out of the system and then click Yes to continue.

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b. Update Directory. Displays the location where the update files are located. It defaults to the location
of the specific update selected in the previous Apply Update field.

c. Custom Directory. If you have custom programs to incorporate with the Epicor application, browse
and select the Custom Directory that contains these custom .dll files. After you click OK on this window,
these custom .dll files are included in the Epicor application.
Note When you finish creating or modifying the application server and click OK, the application
server checks each folder (in sequential order) to determine what version to install:

Base Directory. This directory contains the primary installation for the Epicor application. The update
process always starts with this base version.
Update Directory. If an update version is available, the application next updates the Epicor application
to use this update.
Custom Directory. The application lastly checks if customizations are available. If custom programs
are in this directory, the Epicor application applies these customizations over the update version and
the base version.

d. Do not click OK yet. You must complete the other tabs before submitting the information. If you click
OK, you may receive a message that your data entry is not complete on the other tabs.

5. In the Application Pool group box, enter the following fields:

a. By default the Application Pool Name uses the value you entered in the Application Name field. You
cannot change this value. This value defines the name of the application pool associated with the new
application server. An application pool defines a group of related URLs that use the same process or set
of processes. The new application server must be placed in an application pool.

b. Use Custom Account. Select this check box when you need to enter a specific user account for the
Internet Information Services (IIS) application pool this application server uses. If you select to use a
custom account, you must also enter the following:
Application Pool Username. Enter the domain and the user account. For example,
MyDomain\UserName.
Application Pool Password Enter the password associated with the user account for this application
pool.
Note If you do not select this check box, the application pool uses a default user account. This
default account depends on whether you use an SSRS server. If you use an SSRS server, the
connection uses the LocalSystem account. This is the default user account available through the
Windows operating system. If you do not use an SSRS server, the connection uses the
ApplicationPoolIdentity account. This is the default user account available through Internet
Information Services (IIS).

6. Select the Database Connection tab. Your dialog may look similar to the following:

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Define database connection settings:

a. For the Server Name enter the name of your database server that contains the database that you will
use with the current application server.

b. Click the Authentication drop-down list and select either the Windows Authentication or SQL Server
Authentication option.
If you select Windows Authentication, the User and Password default to your current login values.
If you select SQL Server Authentication, enter the User and Password you use to log into SQL Server.

c. From the Database Name drop-down list, select the name of the SQL database you want to link to this
application server. All the databases available under the selected database server display on this drop-down
list.

d. To verify the application server can connect with this database, click Test Connection and click OK in
the confirmation message.

7. Navigate to the Admin Console Settings tab. Your dialog may look similar to the following:

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Define Admin Console settings:

a. Enter the Display Name to identify the application server in the administration console. Choose a name
that helps you identify the purpose for the application server.

b. Enter your Epicor User Name and Password. You must enter a valid Epicor User and Password for the
user account who has access to the Epicor application directories. The credentials differ based on the
database (new or Demo) to which you are adding an application server:
For a new database, enter manager / manager.
For the Demo database, enter epicor / epicor.
Note The password is stored in an encrypted format.

c. Enter the Operation timeout value you want for the application server. This value determines the wait
time until an incomplete operation is stopped by the application server. The default value is 300 seconds.

d. Select or clear the Validate WCF Certificate check box. This indicates whether the client application
and WCF service need to validate their connection through a certificate. If this check box is selected, a
certificate is required for the client installation to communicate with the WCF service.

e. For DNS Identity value, enter the expected DNS server name. There are two scenarios where you need
to enter a value in this field:
UsernameSSLChannel Selected in Endpoint Binding. When authenticating using message-level
or transport-level Secure Sockets Layer (SSL) with X.509 certificates, WCF ensures that the certificate
provided during the SSL handshake contains a DNS or Common Name (CN) attribute equal to the
value specified in this field.

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Windows Selected in Endpoint Binding. When the service authenticates using message-level or
transport-level SSL with a Windows credential for authentication, and negotiates the credential, then
the negotiation passes the service principal name (SPN) so that the DNS name can be checked. The
SPN is in the form host/<dns name>.

f. In the Epicor Application Launcher group box, select one of the following options to define how you
want to access the client from within the Epicor Administration Console:
Do not allow access to user details. No method is used to launch the Epicor client. The default
value, the client is launched as normal from within the Epicor Administration Console.
Use Epicor Smart Client. If you select Use Epicor Smart Client, you must click the Browse (...) button
to find and select the Epicor.exe file that you will use to launch the Epicor client.
Use Epicor Web Access. If you use Epicor Web Access, select this option and click the drop-down
list to define the URL for the web access. This drop-down list contains the web access values defined
in the company configuration data for Epicor Web Access (set within the client).

8. Navigate to the SSRS Configuration tab. Your dialog may look similar to the following:

Define your SSRS Configuration settings:

a. If you plan to use SSRS reporting functionality, keep the Configure SSRS check box selected. The SSRS
configuration fields open and you can then define how this application server interacts with SSRS.
Note If you are not ready to configure your SSRS functionality now, do not select the Configure
SSRS check box. Later when you want to use SSRS reporting functionality, you can update your
application server. To do this, expand Server Management > [server]. Right-click on your application
server and select Application Server Configuration. You can select the SSRS Configuration tab to
define your SSRS settings.

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b. Enter the SSRS Base URL for the SSRS Report Server. This value defines the Uniform Resource Locator
(URL) for the server, so enter the web site location that contains it. When you install SQL Server, you set
up this URL and so this value is typically http://<localhost>/ReportServer.
Note To find the value you need to enter in this field, go to the server machine and launch
Reporting Services Configuration Manager. From the tree view, click the Web Service URL icon.
The value you need displays in the Report Server Web Service URLs section. Copy this value into
Notepad or a text editor so you can later paste it into the Application Server window. For example:
http://HVW12AS09:80/ReportServer

c. Optionally, enter the SSRS Root Folder location. This directory defines the root folder location where
you will deploy the reports. For example, enter Epicor if you want the reports to deploy to the
Epicor/Reports folder. If you leave the field blank, this root folder will be the directory that contains the
report server home page file, and the reports will deploy to the /Reports sub-folder in this directory.

9. In the SSRS Database Connection group box, enter the following:

a. In the Server Name field enter the name of the database for the Report Server. The value you enter in
this field depends on how you have set up your system. This database can be:
The same database used by the Epicor application -- Although this set up is not recommended, your
report server database can be the same as your main database.
A separate database on the SQL Server -- This set up method is most common, as the report data
then populates this separate database on the server.
A database on a different SQL Server -- The report data from the Epicor application is sent to another
server dedicated to SSRS report processing. If you are a larger organization, you may set up your
system in this way to improve performance.

b. Click the Authentication drop-down list and select either the Windows Authentication or SQL Server
Authentication option.
If you select Windows Authentication, the User and Password default to your current login values.
If you select SQL Server Authentication, enter the User and Password you use to log into SQL
Server.

c. In the Database Name field enter the name of the database that will hold the temporary data used by
reporting. Click the Down Arrow next to this drop-down list; select the database you need from the list
of options.

d. To create a database for SSRS, select the Create DB check box. When you select this option and click
OK, a new report database is generated using the name you entered in the Server Name field.

e. When you finish defining your SSRS options, click the Test Connection button. A message should display
indicating that this application server is connected to SSRS. If you receive an error, check your values to
make sure they are accurate and then test the connection again.

10. In the SSRS Deployment group box, enter the following:

a. Verify the Import Reports check box is selected. This indicates you are ready to import your reports.
When this check box is selected the Report Location field activates to specify where the report files to
import into SSRS are located. Keep the default location or click the Browse button to search and select
a different directory path to locate the reports to import. Note that if you are updating the application
server and you do not need to import the SSRS reports, you must clear the Import Reports check box.

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b. For the SSRS Location, select the directory that contains the latest SQL Server SSRS ReportServer
installation. Depending on your SQL Server version, this location is similar to the following example
directories. Your specific directory path will be the name your system administrator assigned to the SQL
Server instance during installation.
SQL Server 2012. C:\Program Files\Microsoft SQL Server\MSRS11.MSSQLSERVER\Reporting
Services\ReportServer
SQL Server 2008 R2. C:\Program Files\Microsoft SQL Server\MSRS10_50.MSSQLSERVER\Reporting
Services\ReportServer
If the SSRS server is on a separate machine, enter the UNC path to the ReportServer directory. The current
user account must have permissions to write to this remote directory. Typically this directory is:
\\<RemotePCName>\C$\Program Files\Microsoft SQL
Server\MSRS10_50.MSSQLSERVER\ReportingServices\ReportServer
Note If you have multiple SQL Server versions installed, make sure you select the location that
matches the version used by the Epicor application.

11. After completing all the tabs, click OK. A status window displays progress through the application server
setup steps. After the server files are extracted, your display may look similar to the following:

12. When setup server environment is complete, a message appears saying the setup is successful. Click OK. If
you receive an error message, resolve the issue and restart these steps to add an Epicor Application Server.

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13. If you have selected to use the UserNameSSLChannel endpoint binding, you now must edit the web.config
file to enter a value. To do this:

a. Navigate to your Epicor ERP 10 application server web.config file. To do this, go to Start > Run and
type inetmgr. Under the Sites node, right-click on your application server and select Explore. Open the
web.config file with a text editor.

b. Remove the comment identifiers on the serviceCredentials node.


Currently, the node with the comment identifiers looks similar to:
<!-- <serviceCredentials>
<serviceCertificate x509FindType="FindBySubjectName"
findValue="<servername>.name.local" storeLocation="LocalMachine"
storeName="My" />

<userNameAuthentication userNamePasswordValidationMode="Custom"
customUserNamePasswordValidatorType="Ice.Security.UsernameValidator,
Epicor.Ice, Culture=neutral, PublicKeyToken=5d3fa3c7105d7992" />
<clientCertificate>
<authentication revocationMode="NoCheck"
certificateValidationMode="PeerTrust" />
</clientCertificate>
</serviceCredentials>
-->
After editing, the node without the comment identifier looks similar to:
<serviceCredentials>
<serviceCertificate x509FindType="FindBySubjectName" findValue="certificate
name" storeLocation="LocalMachine" storeName="My" />

<userNameAuthentication userNamePasswordValidationMode="Custom"
customUserNamePasswordValidatorType="Ice.Security.UsernameValidator,
Epicor.Ice, Culture=neutral, PublicKeyToken=5d3fa3c7105d7992" />
<clientCertificate>
<authentication revocationMode="NoCheck"
certificateValidationMode="PeerTrust" />
</clientCertificate>
</serviceCredentials>

c. Locate the <serviceCertificate> line. Change the value of the findValue attribute. The findValue is the
name of the certificate you just created. For example, enter the fully qualified domain name.

d. Save the file.

14. Verify that your new Epicor Application Server is listed under the Server node in the Tree View. Click the
application server. The Epicor Administration Console connects to the application server and the property
details are displayed in the center pane. Your display may look similar to the following:

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You have successfully added your Epicor Application Server.

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Chapter 7: Prepare Your Database

Use the following instructions to prepare your new or existing Epicor database for compatibility with the Epicor 10
application. Preparation may include steps to import licenses, add company, run conversions, validate customizations,
and update data. This section is required for new installations or migration installations.

7.1 Import License File and Enable Modules

Use the following steps to import your Epicor 10 product license file and enable the modules. These steps should
be used for importing license codes for any type of database, such as production or demonstration.

1. Open your Epicor Administration Console.

2. In the tree view, expand your Server Management > [your server] > [your application server].

3. Right-click the Licensing node and select Import License File. Your dialog may look similar to the following:

4. Browse to the location where you previously downloaded the license code file. Select the file and click Open
to import the file.

5. In the middle pane, double-click on the licensing code file to open it. The Properties dialog opens.

6. Click the Modules tab. Select the check box for each module you want enabled. Click OK.
Note It is recommended that you carefully review the modules that you have selected to enable.
Failure to enable your modules may result in possible data corruption. Also, if you enable a new module
at this time, you are committing to basic configuration and implementation steps within the application.

7. Repeat the above steps, if you are importing license files for multiple databases.
You are now ready to add a company and assign the license file to that company.

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7.2 Add Company

Use the following steps to add a company. New customers must create a new company.

1. In the Epicor Administration Console, expand your Server Management > [your server] > [your
application server].

2. Right-click the Companies node on select Add Company. Your option may look similar to the following:

3. In the Add New Company dialog, enter the following:

a. Enter your Company ID for your company.

b. Enter a Name for your company. It is recommended you use your legal entity name.

c. For the Installation, click the browse button (...) to select your installation license.

d. If you use Country Specific Functionality, for the Country Code, click the browse button (...) to select
your country.

e. Enter your Currency Code.

f. Specify the Number of Decimals to use for Cost, Price, and General.

Your completed dialog may look similar to the following:

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4. Click OK to save. Your new company is created. It may take a period of time to finish processing.

5. After the company is created, you can select the Companies node to view your company and properties.

6. Repeat these steps to add additional companies, if desired.

7.3 Assign License File to Existing Company

Use the following steps to assign a license file to your company. If you are a new customer, you must first create
a company. If you are an existing customer, you can use these steps to add the license file to an existing company.

1. In the Epicor Administration Console, expand your Server Management > [your server] > [your
application server].

2. Click the Companies node. In the middle pane, double-click your company to open the Properties dialog.

3. Click the Installation browse (...) to search for a list of installation identifiers. Select the appropriate identifier.
Click Select.

4. Click OK to save.

5. Repeat these steps for additional companies, if desired.

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7.4 Enable Country Specific Functionality (Optional)

If you use Country Specific Functionality (CSF), use the following steps to enable and activate the required country
specific functionality for your company.

1. Open your Epicor Administration Console.

2. In the tree view, expand your Server Management > [your server] > [your application server].

3. Select the Licensing node.

4. In the middle pane, double-click the licensing code file to open it. The Properties dialog opens.

5. Click the Country Specific Functionality tab. Select the check box for each country you want enabled.
Click OK.
Your dialog may look similar to the following:

Note It is recommended that you carefully review the CSFs that you have selected to enable. Failure
to enable your CSFs may result in possible data corruption. Also, if you enable a new CSF, you must
perform CSF configuration and implementation steps within the application. For more information
on how to perform additional configurations, review Epicor 10 Supplemental Guide and CSF
Functionality Guides.

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6. Exit the Properties dialog.

7. Assign a Country to your company. To do this:

a. Select the Companies node. In the middle pane, double-click the company for which you want to assign
a Country.

b. Click the Installation browse (...) to search for a list of installation identifiers. Select the appropriate
identifier. Click OK.

c. Click the Country browse (...) to search for a list of Available Country Codes. Select the appropriate
Country Code. Click Select.

d. Click OK to save.

e. Repeat these steps for additional companies, if desired.

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Part III: Post-Installation


This part of the guide explains the steps you perform after installing or upgrading and configuring the Epicor 10
application, right up to logging into the application client.

Chapter 8: Log In the First Time

Use the following steps to verify and test your Epicor ERP 10 application the first time you log into the application after
your installation.

8.1 Set Up System Agent

Use these instructions to set up your System Agent for your Epicor 10 application.

8.1.1 Set Up System Agent To Run Task Agent

Use these steps to configure your System Agent user account with session impersonation rights to run the Task
Agent. You must complete these steps prior to installing the Task Agent since the validity of the Task Agent User
ID is verified during the Task Agent installation.

1. Log in to your Epicor ERP 10 application as a user with Security Manager rights.

2. Navigate to System Setup > Security Maintenance > User Account Security Maintenance.

3. Click the User ID button. In the User Account Search window, search for and select the System Agent user
account.

4. Select the Options tab. In the Background Task Permission section, verify that the Allow Session
Impersonation check box is selected.

5. From the toolbar, click Save to save your changes.

8.1.2 Reset System Agent Properties

Use these steps to reset your System Agent user account password and verify the directory paths for your System
Agent to enable printing.

1. Log into your Epicor ERP 10 application.

2. Navigate to System Setup > System Maintenance > System Agent. Your System Agent name and
properties are displayed. Your screen may look similar to the following:

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3. Complete one of the following steps depending on the application server you are viewing:
If you are verifying your Epicor Application Server, in the System App Server section, for your User
Name you must reset the Password by clearing the field. Then, reenter your valid password.
Important Do NOT skip this step! After the migration process, your System Agent user account
password is not valid. You MUST reenter the System Agent password for your Epicor application
to work properly.

If you are verifying your Demonstration Database, the Username in the System App Server section
defaults to print. Enter the Password as print.

4. Verify your directory paths are accurate. For example:

Directory Description Examples


Server File specifies the local path on the server to C:\Epicor\ERP10\ERP10.0.xxx\EpicorData
the print directory
Client File specifies the UNC path to the print \\<servername>\ERP10.0.xxx\EpicorData
directory
Client Program specifies the UNC path to the server \\<servername>\ERP10.0.xxx\Server or
directory C:\inetpub\wwwroot\<IIS Site Name>\server
(See note below)

Note It is recommended that you set up your Task Agent using C:\inetpub\wwwroot\<IIS Site
Name>\server for your Client Program directory path.

5. Click Save.

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6. You must now configure the client program Server directory so that the user IIS_IUSRS has read and write
permissions. The steps differ based on your environment:
Windows Server 2008 R2

a. Right-click the Server folder and select Properties.

b. On the Sharing tab, click the Share button. After the share is complete, click Done.

c. On the Security tab, select the IIS_IUSRS group from the Group or user names list.

d. Click the Edit button. Re-select the IIS_IUSRS group.

e. In the Permissions for IIS_IUSRS list, select the Write check box in the Allow column.
Note The selected group now has Allow selected for Read & Execute, List Folder Contents, Read,
and Write.

Windows Server 2012

a. On the Server folder, click Select Folder. Click Next.

b. On the Share Name dialog, do not change the share name. Note the local path and the remote path
displayed. Click Next.

c. On the Other Settings dialog, keep the default settings. Click Next.

d. On the Permissions dialog, click the Customize Permissions button.

e. On the Permissions tab, assign Write permissions to IIS_IUSRS group. The IIS_IUSRS group should
have Allow selected for Read & Execute, List Folder Contents, Read, and Write.

f. On the Share tab, select to share this folder.

g. Click OK to accept the permissions. Click Next.

h. On the Confirmation dialog, review the settings and click Create. Then click the Close button to close
the New Share Wizard.

7. Click OK until you exit.

8.2 Install and Configure Task Agent

Use these steps to run the Task Agent Service installer and then add a Task Agent. A task agent handles all
scheduled tasks within the Epicor application.
Note When adding a task agent, you must select the Endpoint Binding for the task agent. This binding
must match what you previously defined in the Setup Environment screen when adding the Epicor
Application Server.

Task agents run against a specific database. To create a task agent, launch the Task Agent Service Configuration
for x.x.x.x program (Where x.x.x.x is the ICE version installed with the service). Use this program to add task
agents that run on either a local machine or a remote machine.
Note that you can install multiple versions of the Task Agent Service Configuration on the same server. Each
version of the service has the ICE version number appended at the end of the program title. For example, you
can have both Task Agent Service Configuration for 3.0.4.0 and Task Agent Service Configuration for 3.0.5.0

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installed on the same machine. Through this feature, you can have multiple versions of the service running at
the same time. In the control panel, each instance of the service displays as a separate icon identified by its version
number.

1. Navigate to the Task Agent folder in the path where your Epicor application is installed. For example, go
to C:\Epicor\[product]\[product version]\SupplementalInstalls\Task Agent.
Note If you have installed an update to the base Epicor ERP 10 application, for example, Epicor ERP
10.0.600.x, you must use the updated installer. For example, go to C:\Epicor\[product]\[product
version]\Updates\[update version]\SupplementalInstalls\Task Agent.

2. Double-click the Task Agent Service Installer.exe file to run it. An Epicor Task Agent Service Setup window
appears. Click Next. Your dialog may look similar to the following:

3. In the Choose Folder dialog, select the folder where the Task Agent should be installed. The default path is
C:\Program Files (x86)\Epicor Software\Task Agent Service. Click Next. Your dialog may look similar to the
following:

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4. In the Program Group Name dialog, enter a Program Group Name. The default is Task Agent Service
x.x.x.x., where x.x.x.x is the ICE version installed with the service.

5. Select whether to create shortcuts for all users of this computer or only for yourself. Click Next.

6. In the Ready to Install dialog, click Next to proceed. The Epicor Task Agent Service is installed.

7. In the confirmation window, click Finish.

8. Verify that the Task Agent Service Configuration opens automatically. If it does not open, navigate to Start
> All Programs > Epicor Software > Epicor Administration Tools > Task Agent Service Configuration
for x.x.x.x > Task Agent Service Configuration (where x.x.x.x is the ICE version installed with the service).
Your dialog may look similar to the following:

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9. To add a task agent service, from File, select New Task Agent. Your dialog may look similar to the following:

10. In the Add Task Agent dialog, enter a unique Name for your Task Agent. For example, ERP10TaskAgent.

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11. Enter the AppServer URL to define the URL that connects the task agent to the application server (AppServer).
To locate this URL, you can open the *.sysconfig file for your application and locate the AppServerURL node.
Copy the value from that node to this AppSeverURL field. For example, your AppServer URL may look similar
to the following: net.tcp://<app server name>/ERP10/
Note A correct URL format in the Add Task Agent dialog must end with a / (forward slash) symbol.
Verify that the / symbol is at the end of the AppServer URL.

12. Use the drop-down menu to select the Endpoint Binding for the task agent. This binding must match
what you previously defined in the Setup Environment screen when adding the Epicor Application Server.

13. Enter the Epicor ERP 10 User ID and User Password that the Task Agent uses to access the Epicor application.
Note In addition to the User ID being a valid user for accessing the Epicor application, it must also
have rights to Allow Session Impersonation. Note that you set up your Task Agent User Id using
the steps in the previous section.

14. Select the Operation Timeout value to define how long, in seconds, it takes a server call to generate an
error and fail.

15. If an error occurs, the task agent will try to send the call back to the server. Select the Max Connection
Attempts value to define how many times the task agent will attempt to send the call again.

16. Select the Max Concurrent Tasks value to define how many calls the task agent can send to the application
server at the same time. Change the value to reflect the capacity of your application server.

17. If you selected UsernameSSLChannel for the Endpoint Binding, the following two check boxes become
active:
Validate WCF Certificate. Select this check box to specify that the task agent service must verify that
the Secure Sockets Layer (SSL) Certificate is valid. If you use a self-signed certificate, do not select this
check box.
DNS Endpoint Identity. Enter the expected Domain Name System (DNS) identity of the server. When
the system runs X509 SSL Certificate authentication, it uses this identity value to validate the server. If
the SSL certificate contains a DNS Endpoint Identity with the same value, the server is valid and can be
accessed by the task agent.

18. When all the fields are complete, verify that the Enabled check box is selected.

19. Click Save. Your Task Agent is now added and enabled. A green icon indicates it is active. Your dialog may
look similar to the following:

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Note If a task agent already exists for this application server and you attempt to save, you will receive
an error. To create a new task agent for this database, you must first delete the existing task agent.
After the task agent is removed, repeat these steps.

8.3 Test System and Repeat Installation

Based on your installation process, you are at one of the following points:
If you completed the Epicor 10 installation in a test environment, you are now ready to test the installed Epicor
10 application in that environment. After your testing is complete, you must repeat the entire installation in
your production environment.
If you completed the Epicor 10 installation in your production environment, you are now ready to use the
installed Epicor 10 application in that environment.
Note that while it is possible to install multiple versions of the Epicor application on the same server for testing
purposes, it is not recommended.

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8.4 Verify SQL Search Services for Full-Text Search

Use these steps to verify that the Microsoft SQL Search Services are started (running) in order to use full-text
search functionality.
Microsoft Search Service uses Full-Text Catalogs to perform word searches on specific fields in the database.
Full-Text Catalogs are separate files of proprietary data structures, established for the purpose of evaluating
Contains and FreeText queries. These files are not automatically updated along with the rest of the database.

1. To verify that Microsoft SQL Search Service is running on the server, select Start > Control Panel >
Administration Tools > Services.

2. Confirm that the following Services are set:


SQL Server > Started (or Running) > Automatic
SQL ServerAgent > Started (or Running) > Automatic
SQL Full-Text Filter Daemon Launcher > Started (or Running) > Automatic
For any services that are not started (or running), start the service and change the startup configuration if
needed.

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Chapter 9: Install Epicor ERP Online Help System

Use this section to install the Epicor ERP online help system. Installing your help system gives you access to the form-level
application help by pressing F1 or selecting Help > Contents. You can also access the field-level help by selecting Help
> Field Help.

9.1 Download Epicor ERP Help Installer

Use these steps to download the Epicor Help installer from EPICweb onto your server. The Epicor ERP Help installer
is used to install the updated online help system available with this release.

1. Log on to EPICweb and go to the customer portal website. Navigate to Products > Epicor ERP version 10
> Downloads > Epicor ERP > Version 10.0.
You can use this link: https://epicweb.epicor.com/products/epicor-erp/downloads.

2. Download the Epicor ERP help installer to your server. For example, download the Epicor10Help.exe file.

9.2 Verify Help System Prerequisites

Use these steps to verify that the required prerequisites are completed before installing the help.

1. Verify that ASP.NET 3.5 or higher is enabled on the web server. Refer to your Microsoft Internet Information
Services (IIS) documentation for information on how to make the verification.

2. Verify that Windows Search is installed on the server (Windows Server 2008 R2). To verify and install if
needed, do the following:

a. Select Start > All Programs > Administrative Tools > Server Manager.

b. Under Roles Summary, click File Services. Add the File Services role if it does not already exist.

c. Under Role Services, verify if Windows Search has a status of installed. If not, click Add Role Services,
select Windows Search Service and click Install.

3. Verify that Windows Search is installed on the server (Windows Server 2012). To verify (and install if needed),
do the following:

a. Select Start > All Programs > Administrative Tools > Server Manager.

b. Under Local Server, view Roles and Features. If Windows Search Service is not listed, continue to the
next step.

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c. Under Roles and Features, click Tasks > Add Roles or Features. In the wizard that opens, select
Server Selection (making sure your local server is selected) and then select Features. Scroll to and select
the Windows Search Service check box. Finish the wizard to complete the installation.

9.3 Install Epicor ERP Online Help

Use these steps to install the Epicor ERP online help system.

1. On the server where you intend to install the Epicor Help, go to the directory where you downloaded the
latest Epicor Help installer. For example, go to the main Epicor server and locate the HelpEpicor10.exe file.
Note that you can install the help on a server other than the main Epicor server, if desired.

2. Double-click the file to run it. A Welcome window appears. Click Next.

3. Enter the directory where the Epicor application program files are located on the application server. For
example, C:\Epicor\ERP10\ERP10.0.xxx\ClientDeployment. Click Next.
If you are installing on a server that does not have the Epicor application server program files, select any
appropriate directory.

4. The Start Installation window appears. Click Next. Note that the installation process may take a period of
time.

5. A completion message appears. Click Finish.

6. The Epicor Help Search Setup dialog appears. Under Web site under which Help is hosted, select the
web site which will host the Epicor help. In most cases, this is the Default Web Site.
Note If the Epicor Help Search dialog does not display, open Windows Explorer and navigate to the
Setup folder directly under where you installed the Epicor online help and run the
EpicorHelpSearchSetup.exe file. For example, the default path is C:\Epicor\ERP10\Help\Setup.

7. Click Create Virtual Directory. A virtual directory is created for the physical directory listed as the Physical
directory of Help folder.

8. Click Switch to Windows Indexed Search. The help files are now set to be indexed by Windows Search,
and the search page for Epicor online help has been changed to use the server-side search.
Important Indexing the help files can take over an hour. Wait at least 30 minutes before expecting
a successful test of the help search. Test by clicking the Test button and entering a search term (such
as "Epicor") in the help.

9. Edit each client .sysconfig configuration file to use the help URL you just created. Alternatively, you can
edit the sysconfig file on the server if you have processes in place that push updated server files to your
client workstations.
To edit the sysconfig file:

a. On your workstation, navigate to the Client\Config folder or on your server, navigate to the
ClientDeployment folder.

b. Open the .sysconfig file in a text editor, such as Notepad.

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c. Edit the <helpServer uri=" " /> line to add the new help URL between the empty quotes. Use the URL
listed as the Help URL for client configuration file in the Epicor Help Search Setup. For example, if
your web server has an alias or DNS name of EpicorOne, the edited line would look like <helpServer
uri="http://EpicorOne/EpicorHelp/" />

d. Save and close the sysconfig file.

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Chapter 10: Install Epicor ERP 10 Client on a Workstation

Use the following instructions to install the Epicor ERP 10 client on your workstation. New customers adding an initial
client workstation and existing customers adding an additional client workstation should use the following instructions
to install the Epicor ERP 10 Client.

10.1 Install Microsoft .NET Framework 4.5 (Client)

Use the following steps to download and install Microsoft .NET Framework 4.5 from the Microsoft Download
Center website onto your workstation.

1. Go to the Microsoft Download Center. You can use this link: http://www.microsoft.com/en-us/download/
details.aspx?id=30653

2. Download the latest version of Microsoft .NET Framework 4.5.

3. Use the instructions provided on the website to guide you through the installation process.

10.2 Share the ERP10 Folder

Use this section to share the ERP10 folder on your application server. The steps might be different based on your
operating system.

10.2.1 Using Windows Server 2012

1. On your application server, open the Server Manager.

2. Click File and Storage Services and then click Shares.

3. In the middle pane, from the Tasks drop-down menu, select New Share. The New Share Wizard appears.

4. On the Select Profile dialog, select the share profile. For example, select SMB Share - Quick. Click Next.

5. On the Share Location dialog, select to Type a custom path, and click Browse.

6. In the Select Folder window, navigate to the C:\Epicor folder and click the \ERP10 folder icon to select it.
Click Select Folder. Click Next.

7. On the Share Name dialog, do not change the share name. The folder must be named ERP10. Note the
local path and the remote path displayed. Click Next.

8. On the Other Settings dialog, keep the default settings. Click Next.

9. On the Permissions dialog, click the Customize Permissions button and set the following:

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a. On the Permissions tab, it is recommended that you assign read-only permissions to Users. Read-only
includes Read & Execute, List Folder Contents, and Read. Add an Administrator and assign the
Administrator Full Control.

b. On the Share tab, it is recommended that you assign Full Control to the Everyone group.

c. Click OK to accept the permissions. Click Next.

10. On the Confirmation dialog, review the settings and click Create. Then click the Close button to close the
New Share Wizard.

10.2.2 Using Windows Server 2008 R2

1. On your application server, navigate to the C:\Epicor folder.

2. Right-click the \ERP10 folder and select Properties.

3. On the Sharing tab, click the Advanced Sharing button.

4. Select the option to Share this folder. ERP10 displays as the default share name. Do not change the name.
The folder must be named ERP10.

5. Click the Permissions button. It is recommended that you assign Full Control to the Everyone group. Click
OK to accept the permissions.

6. Click the Security tab. It is recommended that you assign read-only permissions to Users. Read-only includes
Read & Execute, List Folder Contents, and Read. Add an Administrator and assign the Administrator Full
Control. Click OK.

10.3 Install Epicor ERP 10 Client Software

Use these steps to install the Epicor ERP 10 client software on your workstation.

1. Make sure you are logged in as the Local Administrator on the client workstation.

2. Use Windows File Explorer to navigate to the ClientInstaller folder on the server where your Epicor application
is installed. For example, navigate to C:\Epicor\ERP10\ERP10.0.xxx\Utilities\ClientInstaller. Double-click to
run the *Client.exe file where "*" may be your product name such as Epicor10 or ICE30.

3. The Welcome window appears for the client installation. Click Next.

4. The Select Destination window appears. Specify the Client Location and the Server Share Location paths.

a. For the Install Epicor ERP Version 10 Client location, accept the default location, or click Change to
browse and select a different location.

b. For the Share Location, enter the share location of the Epicor ERP 10 client deployment server.

c. Click Next.

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Your dialog may look similar to the following:

5. The Shortcut Creation window appears. Select the check boxes for the client shortcuts that you want to
create. Select the Create Desktop Icons check box to create the icons. Click Next. Your dialog may look
similar to the following:

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6. The Ready to Install window appears. Click Next. Your dialog may look similar to the following:

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7. The client installation begins. A status bar displays the progress of the installation. Your dialog may look
similar to the following:

8. When the installation is complete, click Finish to complete. If prompted, reboot the workstation.

9. You can now log in to the Epicor ERP client. Note that when you log in for the first time, the client files are
extracted. This may take a few minutes.

10. If you want to install the client on additional workstations, you can use the following steps to run a batch
file that installs the client without any manual intervention.

a. Navigate to the client installer location. For example, go to Epicor\ERP10\ERP10.0.xxx\Utilities\ClientInstaller.

b. Run the E10Client.exe file. After running this file for the first time, the silent.bat file is created. This
batch file stores the parameter information that was used when you ran the E10Client.exe file.

c. To run the client installation without any manual intervention, you can double-click the silent.bat file,
located in the same directory as the E10Client.exe. The batch file runs the E10Client.exe file without
requiring any manual intervention to answer prompts.
Note If you move the E10Client.exe file to a different directory, you must also edit the silent.bat
run command to specify the new path. For example, if you move the file to c:\epicor, you must
update the path from E10Client.exe /s to \\server\epicor\clientinstaller\E10Client.exe /s.

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Part IV: Troubleshooting


This part of the guide can be used if you need assistance in troubleshooting any installation or migration issues.

Chapter 11: Manual Installation and Conversion Issues

Use this section to assist with manual installations or conversion issues.

11.1 Manually Install Epicor Administration Console

Use these steps to manually install the Epicor Administration Console, if needed. The Epicor Administration
Console is installed during the Epicor application installation, but it can be manually installed on a different server
or reinstalled on the initial server, if needed.

1. Navigate to the Administration folder in the path where your Epicor application is installed. For example,
go to C:\Epicor\[product]\[version]\SupplementalInstalls\Administration.
Note If you have installed an update to the base Epicor ERP 10 application, for example, Epicor ERP
10.0.600.x, you must use the updated installer. For example, go to C:\Epicor\[product]\[product
version]\Updates\[update version]\SupplementalInstalls\Administration.

2. Right-click the Setup.exe file and select Run as Administrator. A Welcome window appears. Click Next.
Your dialog may look similar to the following:

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3. The Confirm Installation window appears. Click Next.

4. The Installing Epicor Administration Console window appears. Click Next.

5. The Installing Complete window appears. Click Close.

6. Optionally, you can add an Epicor Administration Console shortcut to your desktop. To do this, navigate to
Start > All Programs > Epicor Software > Epicor Administrative Tools. Right-click Epicor
Administration Console and select Send to > Desktop (create shortcut).

11.2 Manually Import Posting (Booking) Rules

If you need to manually import posting (booking) rules, you can use these to import your posting rules for both
Standard and Extended Rules. Note that during a migration from Epicor 9.05.702A to Epicor 10, the posting
(booking) rules are automatically imported as part of the mandatory conversions that are run using the Conversion
Workbench.

1. Logon to your Epicor 10 application. To do this, click the EpicorERP10 shortcut that was created on your
desktop.

2. Select Financial Management > General Ledger >Setup > GL Transaction Type.

3. From the Actions menu, select ImportACTType.

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4. Click the Input File Name button. Navigate to the necessary folder based on your posting rules type. For
example, go to one of the following:
Standard rules: c:\inetpub\wwwroot\<shared install folder>\server\Erp\PostingRules\Standard
Extended rules: c:\inetpub\wwwroot\<shared install folder>\server\Erp\PostingRules\Extended
CSF (Country Specific Functionality) rules: c:\inetpub\wwwroot\<shared install
folder>\server\Erp\PostingRules\[CSF Country]
Note You should only import CSF posting rules if you have activated the corresponding CSF license
for your company. Refer to the CSF Guides for details on using CSF Posting Rules.

5. Select one or more .XML files. You can select multiple files by pressing the Shift key while you highlight
the files. Click Open to select the highlighted files.

6. Select the Import All check box to specify that you want to import all the selected XML files. To specify
individual XML files instead, you can select the Selected check box for each file.

7. If this is not the first time you are importing posting rule files, you can select the Replace All check box to
replace your existing revision with the same name. To specify to replace individual XML files instead, you
can select the Replace Existing check box for each file.

8. Select the Change All Revision Statuses To Active check box if you want to change the revision from a
draft to active for all transaction types being imported. To specify to activate individual XML files instead,
you can select the Activate check box for each file.

9. Select the Import into all companies check box if you want to import the posting rules into each company.
Note that newly created revisions are automatically set to Active in all companies.

10. Click OK to begin the import.

11. You may be prompted with the Book Mapping dialog if any imported revisions contain books with IDs that
do not exist in the company to which you are importing rules. Do the following and click OK:
Specify the mapping to select which book in the company should receive rules from which book in the
import xml file. The import program verifies if the imported rules use segments that don't exist or are
defined with a different name in the receiving book's Chart of Accounts (COA). If such segments exist,
you must either manually select the correct segment of the receiving COA that should be used or specify
that these segments should be assigned new values during the import.
If you want to map the selected book identifier to all transaction types, select the Use for all transaction
types check box.

12. Click Save to save your imported financial data.


Note To copy the rules from one book to another, you can use GL Transaction Type Maintenance.
You create a revision, and then copy both the header and detail rules one at a time into a new book.
Then activate the revision.

11.3 Uplift ODBC Epicor 9.05 Crystal Reports to Epicor ERP 10

All reporting development for Epicor ERP 10 is provided using Microsoft SQL Server Reporting Services (SSRS),
and the Epicor provided reports are only shipped for SSRS. But, the Crystal Reports functionality is still available

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with Epicor ERP 10. After migrating your Epicor 9.05 database to Epicor ERP 10 you can uplift your Epicor 9.05
Crystal Reports for use with your Epicor ERP 10 application.
Note If you continue to use your Crystal reports be aware that the .rpt (report) files are no longer supported
or maintained in the base Epicor ERP 10 application. Contact Technical Support if you require guidance in
loading the .rpt files into your Epicor ERP 10 application or pointing your custom report styles to your
Crystal forms.

Use the following steps to uplift your existing ODBC Epicor 9.05 Crystal Reports to Epicor ERP 10.

1. Open a Crystal Report .rpt file in Crystal Designer.

2. Create a database. To do this:

a. Click Database Expert from the Database menu.

b. Browse to OLE DB(ADO) and select Make New Connection.

c. Select SQL Server Native Client 11.0 in the provider list. Click Next.

d. Enter Server, User ID, Password, and Database to specify your Epicor ERP database. Click Finish.

3. Set your database source location. To do this:

a. Click Set Database Location.

b. Select a table in the Current Data Source section.

c. In the Replace with field select the datasource that you created in the above steps. Expand the dbo =
Views tree. Verify if the selected table in Current Data Source is listed in the Views tree.
If it is listed, select that table and click Update. Notice that in the Current Data Source the table is
moved to the new Data Source tree.
Note If you click Update and nothing happens, close Crystal Designer and reopen it again.

If it is not listed, expand erp = Tables and select the matching table that you previously selected in
the Current Data Source. Note that in some cases, Crystal cannot map a column and the Map Field
window opens and you have to manually map the column. If the column does not exist, make sure
you did not select Match type. You may need to try several times to match an unmapped field.
Note Typically you must match with the View before you match the table since the View includes
all the Extended Columns. If you are matching against a table and the next table name has the
exact table name plus "_UD", you are matching against the wrong table. In this case you should
match against a View.

d. Repeat the above steps until each table is moved to the new datasource.

4. Click on Preview the report. View the report


Note If you are prompted with a message that "Boolean is required here" change 1 to true and 0
to false to match the datatype used in Epicor ERP 10.

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11.4 Change or Uninstall Epicor ERP 10 Application

Use these steps to add or remove programs and features related to your Epicor ERP 10 application. This section
also includes steps to uninstall the Epicor ERP 10 application from your server or Epicor ERP 10 client from your
workstation.
Note It is highly recommended that you create a backup of all your important files, such as your databases,
prior to uninstalling the application.

11.4.1 Add or Remove Program Features

Use these instructions if you want to add or remove program features that are related to your Epicor ERP
application.

1. Navigate to Control Panel > Programs and Features.

2. Right-click Epicor ERP Version 10 and select Change from the context menu. The Install Wizard verifies
Epicor ERP installation. To update the current installation, click Next.

3. On the Select components dialog, select the program features that you want to add or remove from the
current Epicor ERP installation. Click Next.

4. On the confirmation dialog, click Next. The Epicor ERP features you selected are added or removed.

5. On the completion dialog, click Finish.

11.4.2 Uninstall Epicor ERP 10 Application

Use these instructions if you need to uninstall the Epicor ERP 10 application from your server. It is highly
recommended that you create a backup of all your important folders and files, such as the C:\Epicor\ERP10 folder
and its subfolders, prior to uninstalling the application. It is also recommended that you save this backup in a
safe location. Note that the uninstall process deletes everything from the \Epicor\ERP10 folder. Do not store your
backup in the \Epicor\ERP10 folder.

1. Create a backup of your important folders and files. For example, at a minimum, create a backup of the
following folders:
\Epicor\ERP10\db
\Epicor\ERP10\custom
\Epicor\ERP10\csg
\Epicor\ERP10\server\reports

2. Navigate to Control Panel > Programs and Features.

3. Right-click Epicor ERP 10.0 and select Uninstall from the context menu.

4. On the Uninstall Epicor ERP 10.0 dialog, click Next.

5. On the confirmation dialog, click Yes to confirm the removal of the Epicor ERP application. The Epicor ERP
application is uninstalled.

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6. On the completion window, click Finish.

7. The uninstall process may not delete files that were added or updated since the initial installation. To complete
the uninstall process, go to the location where you initially installed the Epicor application. For example, go
to \Epicor\ERP10. Manually delete any existing files and folders.

11.4.3 Uninstall Epicor ERP 10 Client

Use these instructions if you need to uninstall the Epicor ERP 10 client from your workstation.

1. Close all Epicor 10 client instances that are running on your workstation.

2. Navigate to Control Panel > Programs and Features.

3. Right-click on Epicor ERP 10 Client and select Uninstall from the menu.

4. In the Previous Install dialog, the Update or Uninstall a single instance option is selected by default. Use
the drop-down menu to select the instance. Click Next.

5. On the Shortcut Creation dialog, select the Uninstall this client check box. Click Next.

6. On the Confirmation dialog, click Yes. The Epicor 10 client is uninstalled.

7. When it is completed, click Finish.

8. The client uninstall process may not delete all the files that were added or updated since the initial installation.
To complete the uninstall process, go to the location where you initially installed the Epicor ERP 10 client.
For example, go to \Epicor\ERP10\Client. Manually delete any existing files and folders.

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Chapter 12: Resolving Errors

Use this section for information on resolving any error messages.

12.1 Review Error Message Resolutions

Use this section to review error messages that may occur during your Epicor ERP installation and possible resolutions
to those errors.

Error Message Possible Resolution


Access to path is denied During the installation, you may receive this error if the attributes
of the file being processed are read-only.
Assembly binding warning is turned OFF When adding a new application server, you may receive this error
if your server does not have the required roles configured. Refer
to the section "Getting Started > Perform Pre-Installation Steps >
Configure Server Roles" for instructions on configuring your server
roles.
MSDTC on server 'servername' is unavailable Error occurs when a stand-alone instance of Microsoft SQL Server
exists in a cluster environment and is set to start automatically. If
the host node is re-booted, you may receive this error, as the
MSDTC service is shut off. To resolve, navigate to Control Panel >
Administrative Tools > Services and start the Microsoft Distributed
Transaction Coordinator (MSDTC) service. In Windows 8, press the
<Windows> +F keys to display the Search bar. Select the Apps
icon, launch the Component Services application and Start the
service.
System Out of Memory If you are using the 32-bit client, you may be trying to process too
many dashboards or BAQs at one time. To resolve this issue,
consider using the 64-bit client since it uses more than 2GB memory
which should avoid memory issues.
System Configuration problem. No default As a post-installation step, you must install and configure the Task
agent defined. Agent.
The authorization credential is expired While performing a search from a client workstation to the Epicor
Web Access server, the time values that are set on the client and
server are not accurate according to the time zone. To resolve, on
the client workstation, go to Start > Control Panel > Date and
Time. Verify that the time is accurate according to the time zone.
On the Epicor Web Access server, go to Start > Control Panel >
Date and Time. Verify that the time is accurate according to the
time zone.

12.2 Create Electronic Interface for Intrastat Reporting

If you use the Intrastat export processes, such as Generic or Iris, you need to create an Electronic Interface for
Intrastat Reporting defining the format.
Note If you are installing either UK or German Country Specific (CSF)Functionality Pack, and want to use
the new specific export formats provided for those countries, see the CSF guides for separate instructions.

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1. Navigate to Financial Management > Accounts Payable > Setup > Electronic Interface.

2. From the New menu, select New Interface.

3. Enter an Interface name. For example, enter Intrastat.

4. In the Type field, select Intrastat Reporting.

5. Click the Program button to search for your Intrastat file. Navigate to the \server\ERP\ei folder and then
select one of the following report files:
Generic format: \IntraStatExport_GENERIC\IntraStatExport_GENERIC.cs
Iris format: \IntraStatExport_IRIS\IntraStatExport_IRIS.cs

6. Enter a Description. For example, enter Intrastat.

7. Click Save and exit Electronic Interface Maintenance.

12.3 Verify Specific Folders are Not Read-Only

Use these steps to verify that the Client, ClientServer and Server folders are not read-only. These folders need to
have write access so that files can be added to them during the installation.

1. Go to the location where your Epicor 10 application is installed. For example, go to C:\Epicor\ERP10.

2. Right-click on the Client folder. Select Properties.

3. On the General tab, clear the Read-Only check box. Click Apply.

4. The Confirm Attribute Changes dialog appears. The Apply changes to this folder, subfolders and
files option is selected by default. Click OK. Click OK to exit the Client Properties folder.

5. Repeat the previous steps for the ClientServer and Server folders.
Note For 64-bit installations, the ClientServer folder is located in the \Epicor\ERP10\32 directory.

12.4 Transaction Failed Due to Processing Time Out

During transaction processing, if you receive an error in your transaction log similar to "Transaction Failed;
Processing Time Out" it means your transaction was not processed because it exceeded the maximum amount
of time allotted for processing. This error may happen if you attempted to process too much data at one time
and the processing time exceeded the default setting of five minutes. If you need to process large amounts of
data, you may consider editing the web.config file to increase the time allowed by modifying the configuration
setting that defines time out values for processing transactions.

1. Open your web.config. file. To do this:

a. Start IIS Manager.

b. Navigate to your Epicor application server virtual directory. For example, ERP100600.

c. Right-click on the folder and select Explore to open Windows Explorer.

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d. Open the web.config file in the root of the folder that opens. For example, go to
C:\inetpub\wwwroot\ERP100600\Server.

2. Locate the <system.transactions> node in the <configuration> section. Your file may look similar to the
following:

<system.transactions>
<defaultSettings timeout="00:05:00" />
</system.transactions>
</configuration>

3. Edit the <defaultSettings timeout="00:05:00"> which defaults to five minutes. You can increase this
value up to ten minutes (00:10:00).
Note This maximum transaction length value is superceded by the value set in the machine.config
file. By default, the value in the machine.config is 10 minutes.

4. If you require more time than 10 in the <system.transactions> value, you can modify the machine.config
file. But be aware that modifying the setting in the machine.config file changes the maximum timeout values
for all transaction processing on the server. To do this:

a. Log onto your server. Your User Id must have elevated administrator privileges.

b. Navigate to the C:\Windows\Microsoft.NET\Framework\v4.0.30319\Config or to the


C:\Windows\Microsoft.NET\Framework64\v4.0.30319\Config folder.

c. With a text editor, open the machine.config file.


Note The machine.config file only lists settings that differ from the pre-defined defaults. If a
setting is not listed, it means the default is being used. If you want to change a default, you will
need to add the key element and specify the value.

d. With a text editor, open the machine.config file.

e. Locate the <configuration> section.

f. In the <configSections> section, locate the system.transactions section group.

g. Add the allowExeDefinition="MachineToApplication" ending in the machineSettings section name


element. Your file may look similar to the following:
</sectionGroup>
<sectionGroup name="system.transactions"
type="System.Transactions.Configuration.TransactionsSectionGroup,
System.Transactions, Version=4.0.0.0, Culture=neutral,
PublicKeyToken=b77a5c561934e089, Custom=null">
<section name="defaultSettings"
type="System.Transactions.Configuration.DefaultSettingsSection,
System.Transactions, Version=4.0.0.0, Culture=neutral,
PublicKeyToken=b77a5c561934e089, Custom=null"/>
<section name="machineSettings"
type="System.Transactions.Configuration.MachineSettingsSection,
System.Transactions, Version=4.0.0.0, Culture=neutral,
PublicKeyToken=b77a5c561934e089, Custom=null" allowDefinition="MachineOnly"
allowExeDefinition="MachineToApplication"/>
</sectionGroup>

h. In the <configuration> section, add the <system.transactions> section if it does not exist.

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i. In the <system.transactions> section, add the <machineSettings maxTimeout > element if it is not
already listed. The default maxTimeOut value is "00:10:00", which is 10 minutes. Change the default
max timeout to the appropriate value needed for your transaction load. For example, to change the 10
minutes to 3 hours, use maxTimeout = "03:00:00". Your file may look similar to the following:
<system.transactions>
<machineSettings maxTimeout="03:00:00"/>
</system.transactions>

j. Save and close the file.

k. Open the web.config file. Set the <system.transactions> value to match the timeout value that you
just set in the machine.config file. Save and close the web.config file.

12.5 MRP Processing and Job Scheduling Fail Due to WCF Operation Timeout

If you cannot run an MRP process or schedule a job, it means your WCF operation exceeds the maximum amount
of time allotted for processing. This error may happen if you attempt to process too much data at one time and
the processing time exceeds the default timeout setting. If you need to process large amounts of data, you may
consider increasing the time allowed by modifying the configuration setting that defines time out values for WCF
operations.
Important Modifying this setting changes the maximum timeout values for all WCF operations on the
server.

1. Use a text editor to open the *.sysconfig file. In a standard installation, the file is located in the
C:\Epicor\ERP10\ERP10.0.xxx\ClientDeployment\Client\Config directory. In the file, locate the
<appSettings> section.

2. in the <appSettings> section, locate the <Timeout for WCF operations> entry and change the value to
7200. Your file may look similar to the following:

<!-- Timeout for WCF operations -->


<OperationTimeOut value="7200" />

3. Save and close the file.

4. In the root of the Epicor application server virtual directory, locate the web.config file. Use a text editor to
open the file.

5. In the <customBinding> section, change the sendTimeout and receiveTimeout values to 12:00:00. Your
file may look similar to the following:
<customBinding>
<binding name="TcpCompressedUsernameSslChannel"
receiveTimeout="12:00:00" sendTimeout="12:00:00">
<CompressionEncoder>
<binaryMessageEncoding>
<readerQuotas maxDepth="50" maxArrayLength="2147483647"
maxBytesPerRead="2147483647" />
</binaryMessageEncoding>
</CompressionEncoder>
<security authenticationMode="UserNameOverTransport" />
<sslStreamSecurity />
<tcpTransport maxReceivedMessageSize="2147483647"
maxBufferSize="2147483647" transferMode="Buffered" />

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</binding>

<binding name="TcpCompressedWindows" receiveTimeout="12:00:00"


sendTimeout="12:00:00">
<CompressionEncoder>
<binaryMessageEncoding>
<readerQuotas maxDepth="50" maxArrayLength="2147483647"
maxBytesPerRead="2147483647" />
</binaryMessageEncoding>
</CompressionEncoder>
<windowsStreamSecurity />
<tcpTransport maxReceivedMessageSize="2147483647"
maxBufferSize="2147483647" transferMode="Buffered" />
</binding>

<binding name="TcpCompressedUsernameWindowsChannel"
receiveTimeout="12:00:00" sendTimeout="12:00:00">
<CompressionEncoder>
<binaryMessageEncoding>
<readerQuotas maxDepth="50" maxArrayLength="2147483647"
maxBytesPerRead="2147483647" />
</binaryMessageEncoding>
</CompressionEncoder>
<security authenticationMode="UserNameOverTransport"/>
<windowsStreamSecurity/>
<tcpTransport maxReceivedMessageSize="2147483647"
maxBufferSize="2147483647" transferMode="Buffered" />
</binding>
</customBinding>

6. Save and close the file.

12.6 Known Issue with Turkish Format Culture Display


When the Format Culture is set to Turkish, several items display incorrectly and you may get an unhandled
exception error that causes the application to become unstable. To resolve the unhandled exception error, you
can set the Format Culture to German in order to use the formats for that language instead. To do this:

1. Open your Epicor 10 application. Navigate to System Management > Company Maintenance > User.

2. Enter or browse for a specific User.

3. In the Format Culture field, select German. Keep the Language set to Turkish.

4. Save the record. Close the application.


Note While this change resolves most of the issues, it also causes a minor issue with a Crystal Reports
tool bar that cannot be resolved. The reports are now formatted and displayed correctly in Turkish
culture, but the issue may appear in the report tool bar where several icons and text are displayed in
German.

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Part V: Supplemental Installations


Use the following information to help complete your Epicor ERP 10 application set up. Complete the sections
appropriate for the components and products you intend to use.

1. Log on to EPICweb and go to the customer portal website. Navigate to Products > Epicor ERP version 10
> Downloads > Epicor ERP > Version 10.0.
You can use this link: https://epicweb.epicor.com/products/epicor-erp/downloads.

2. In the Available Downloads list, download the Epicor ERP 10 Supplemental Installation Guide. Note that this
guide is the same for all platforms.

3. Use the Epicor ERP 10 Supplemental Installation Guide to install the components and products you intend
to use with your Epicor ERP 10 application.

Supplemental installations can include the following:


Install Epicor Enterprise Search
Install Epicor Education Module
Install Epicor Information Worker
Install Epicor Mobile Access (EMA)
Install Epicor Sharepoint Publisher
Install and Configure Epicor Social Enterprise
Install and Deploy Epicor Web Access (EWA)
Install Languages
Install Service Bus for Windows Server
Configure Country Specific Functionality (CSF)
Upgrade to Epicor Service Connect 10
Upgrade to Infragistics NetAdvantage
Set Up Multi-Company Functionality
Install and Configure Epicor SSRS (Portal Method)

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Additional information is available at the Education and
Documentation areas of the EPICweb Customer Portal. To access
this site, you need a Site ID and an EPICweb account. To create an
account, go to http://support.epicor.com.