Epicor Manifest Upgrade Guide

Epicor Manifest Upgrade to 4.1.0 for

Integration to ERP
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Epicor Manifest Upgrade to 4.1.0 for Integration to ERP

Revision: November 28, 2018 4:18 a.m.
Total pages: 19
install_New.ditaval
Epicor Manifest Upgrade Guide Contents

Contents
1 Getting Started....................................................................................................................4
1.1 Perform Prerequisite Tasks.........................................................................................................................4
1.2 Restore Database and Run Queries.............................................................................................................4
1.3 Uninstall Epicor Manifest Components.......................................................................................................5
1.4 Verify Custom Report Names.....................................................................................................................6
2 Installation...........................................................................................................................7
2.1 Install Web Server Components.................................................................................................................7
2.2 Install Client Components........................................................................................................................12
2.3 Install Updated Components....................................................................................................................12
3 Post-Installation.................................................................................................................14
3.1 Log in the First Time.................................................................................................................................14
3.2 Update Carrier Facilities (for Test Database)..............................................................................................16
3.3 Setup PDF Printing...................................................................................................................................17

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Getting Started Epicor Manifest Upgrade Guide

1 Getting Started

Welcome to the Epicor Manifest Upgrade Guide. This guide has step-by-step instructions for upgrading your
Epicor Manifest V3.x or V4.x application to V4.1.0. Note that it is recommended you upgrade on a test environment
to introduce and review new code prior to upgrading a live environment.

1.1 Perform Prerequisite Tasks

Use these steps to perform the prerequisites tasks prior to upgrading your Epicor Manifest application.

1. Navigate to the Test server. Download the V4.0.* installer zip file.

2. Create a backup of your SQL Server and database. To do this:

a. Login to SQL. Right-click on the Database name.

b. Select Tasks > Backup. Click Remove.

c. Click Add. Add the ".bak" extension to the name of the back up file.

d. Click OK. Click OK again.

3. Verify that your backup was successful. Store your backup in a safe folder. Do not keep the backup file in
the Epicor Manifest directory.

4. Upgrade your Microsoft .NET Framework from 4.5 to 4.7. During the Epicor Manifest Web Server Installation
process, you will be prompted to upgrade your Microsoft . NET Framework if it is not already completed.
For additional information, refer to the Epicor Manifest Installation Guide.

1.2 Restore Database and Run Queries

Use these steps to restore your V3.x or V4.x SQL database to the V4.1.0 version. You will also run several SQL
queries to verify data.

1. If a separate SQL test environment is not available, restore the V3.x or V4.x back up to a new database
name, for example V4.1.0.test, on this same SQL Server. If a separate SQL test environment is available,
complete these steps on that test server.

a. Login to the SQL environment that will be used for test

b. Right-click on Databases and select Restore Database.

c. For the Source, select Device.

d. Click the browse icon to find the location where you saved the SQL database back up saved.

e. Change the name of the Destination Database to V4.1.0.test.

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Epicor Manifest Upgrade Guide Getting Started

f. Click OK.

2. You must run a query to get a list of the ship code default options, since the carrier data packager upgrade
may override these options and they will need to be verified after the upgrade is complete. To do this:

a. To run this SQL query create the following SQL statement against the V4.1.0 Database:
Select Carrier.Description as Carrier, shipcode.ShipCodeKey, ShipCode.Des
cription as CarrierOption,CarrierOption.Description, ShipCodeDefault.Valu
e as Setting from carrier
inner join ShipCode on Carrier.CarrierId=Shipcode.carrierid
inner join ShipCodeDefault on ShipCode.ShipCodeId=ShipCodeDefault.ShipCod
eId
inner join CarrierOption on shipcodedefault.carrieroptionid= CarrierOptio
n.CarrierOptionId
where ShipCodeDefault.value <> 'false' and ShipCodeDefault.Value <> ''

b. After running the above SQL Query, a generated list of Ship Codes displays. This list includes your current
Carrier Options Defaults. Take a screen shot to capture the information. Save the screen shot to your
desktop so that you an refer to it in a later step where the Setting will be used to flag (true) or reset a
value. Your screen shot may look similar to the following:

1.3 Uninstall Epicor Manifest Components

If Epicor Manifest V3.x or V4.x is installed on this Test environment, use these steps to copy the code and then
uninstall the Epicor Manifest client, print monitor and integration service. Note that this is only to be done in
the Test environment.

1. On the Test server, go to C:\inetpub\wwwroot.

2. Copy the Epicor Manifest folder for the V3.x or V4.x install.

3. Paste the folder in the same location and rename it Epicor Manifest V3.x or V4.x Backup. Then, do one of
the following:
• If continuing to test on V3.x or V4.x, rename the website in IIS and point it to this new folder. To do this:
• In IIS, highlight the Epicor Manifest site.
• Right-click and select Manage Web Site. Select Advance Setting.
• Update the physical path to point to the copied folder.
• Click OK.

• If not testing on V3.x or V4.x, keep the folder for back up purposes.

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4. In Internet Information Services (IIS) Manager, remove the Epicor Manifest site, Rate Shop site, and Epicor
Manifest application pool. You can do this by right clicking on the sites and application pool and choosing
Remove. You will have to remove the sites prior to removing the application pool.

5. If you are upgrading from V4.0.0 or later, copy the Manifest Client V4 folder. Paste the folder in the same
location and rename it Epicor Manifest Client V4.x Backup. Then, delete the original Manifest Client V4
folder.

6. On the Test server, go to C:\Program Files (x86)\Insite Software.

7. Copy the InsiteShipIntegrationService folder for back up purposes. Note that you should use the
SiteConnections.config for reference when installing the new integration service.

8. Navigate to Control Panel > Programs and Features. Uninstall the following components:
• Epicor Manifest
• Epicor Manifest Integration Service
• Epicor Manifest Print Monitor Service (Prior to uninstalling, verify the domain credentials' User in the
Service)
• Epicor Manifest Epicor Freight Service

1.4 Verify Custom Report Names

If you have custom reports, use these steps to verify that your reports have been renamed from the original name.
During the upgrade, reports with original names will be overwritten with the new Print Monitor installation.

1. Go to your reports folder.

2. Verify that your reports have been renamed from ReportName.Rpt to CompanyName_ReportName.Rpt.

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Epicor Manifest Upgrade Guide Installation

2 Installation

Use this section to install or upgrade your Epicor Manifest application.

2.1 Install Web Server Components

Use these steps to install the Epicor Manifest Web Server components. For additional information, refer to the
Epicor Manifest Installation Guide.

1. To install the Epicor Manifest Web Server:

a. Run the Epicor Manifest Web Server installer.

Note If you have not already upgraded your Microsoft .NET Framework from 4.5 to 4.7, you may
be prompted to upgrade now. For additional information, refer to the Epicor Manifest Installation
Guide.

b. On the Welcome dialog, click Next.

c. On the License Agreement dialog, select the I accept the terms in the License Agreement check box.

d. On the IIS and Application Pool Settings dialog, enter the following values and select Next:
• Website Name = ManifestV4
• Web App Website Name = ManifestWebV4
• Pool Name = ManifestV4

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Your dialog may look similar to the following:

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Epicor Manifest Upgrade Guide Installation

e. On the Database Settings dialog, enter the values. For the Database Name, be sure to enter the name
of the database you restored in the "Restore Database and Run Queries" section. Your dialog may look
similar to the following:

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Installation Epicor Manifest Upgrade Guide

2. On the Custom Setup dialog, select a different folder for the installation. To do this, click Browse to select
your location. Your dialog may look similar to the following:

3. On the Change Destination Folder dialog, change the Folder Name from C:\inetpub\wwwroot\InsiteShip
V3 to C:\inetpub\wwwroot\Manifest V4. Click OK. Your dialog may look similar to the following:

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Epicor Manifest Upgrade Guide Installation

4. On the Custom Setup dialog, verify the Location has been changed to the new folder. Click Next.

5. On the Ready to Install dialog, click Install. During the installation process, a progress bar displays showing
the completion.

6. After the web server is installed, click Finish to close the dialog.

7. To browse the URL for the Web Server created, you must either update your host file with the site or add
this site as a DNS entry on your network. To do this:

a. Navigate to C:\Windows\System32\drivers\etc.

b. Using Notepad, open the Hosts file as Administrator.

c. If you would prefer to add a DNS entry for this site, add it now.

8. Implement any new database scripts. To do this:

a. Open IIS. Expand the Sites folder. Select the new ManifestV4 web site. From the bottom toolbar, select
Content View.

b. Right-click on Gateway.aspx and select Browse. Your dialog may look similar to the following:

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Installation Epicor Manifest Upgrade Guide

c. An internet browser window opens and the message Untitled Page displays if the site is setup correctly.
In the browser field, copy the website URL. This URL is the server URL used to log into Epicor Manifest.
Your dialog may look similar to the following:

9. If you purchased a license for the Rate Shopping web application, you must email Ship_Support@Epicor.com
or call 877-252-6274 and request additional documentation on configuration.

10. If you are upgrading Rate Shopping or the web application, follow these steps to redirect your live Rate
Shopping or the web application site to the C:\inetpub\wwwroot\Manifest Client V4 - copy.

a. In IIS, highlight the ManifestWebV4 site.

b. Right-click and select Manage Web Site.

c. Select Advance Setting.

d. Update the physical path to point to C:\inetpub\wwwroot\Manifest Client V4 - copy.

e. Click OK.

2.2 Install Client Components

Use these steps to install the Epicor Manifest Client components.

1. Refer to the Epicor Manifest Installation Guide for steps to install the client.

2. If you are installing the Epicor Manifest client on individual workstations without the Full Installer, be sure
to right-click on the .exe and select Run as Administrator. You also must login with the new Server URL
so it will be saved.

3. After you have logged in once, you must logout. On the login dialog, you must press Ctrl+Shift+F12 to clear
the client cache.

2.3 Install Updated Components

Use these steps to install the updated components for the latest release.

1. Locate the latest version of the Epicor Manifest Installation Guide. Use that guide to complete the following
steps.

2. Install Epicor Manifest Freight Service.

• During the install, point this service to your new URL.
• Verify your Manifest Web Service URL in the workstation configuration in Epicor ERP

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Epicor Manifest Upgrade Guide Installation

3. Install Epicor Manifest Integration Service.

• Verify this installation points to the new URL but use the SiteConnections.config file you copy in a previous
step for remaining fields.

4. Install Epicor Manifest Print Monitor Service.

• Note that in V4.0.0 and later, print monitor has some new fields in the installation so be sure to use the
Epicor Manifest Installation Guide for instructions.
• Verify all appropriate printers are visible by print monitor.

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Post-Installation Epicor Manifest Upgrade Guide

3 Post-Installation

Use this section to complete tasks after upgrading your Epicor Manifest product.

3.1 Log in the First Time

Use these steps to log into the Epicor Manifest client the first time after upgrading.

1. Launch the Epicor Manifest client. Press Ctrl-Shift-F12 to clear the client cache from the previous client
install. Login using the new url as insiteadmin.

2. Go to Reports/Tools. Open the Data Packager Import screen.

a. Verify the following:

• 1_MiscCodeGroups
• 2_ApplicationDictionary
• 3_ ApplicationMessage
• 4_ApplicationSettingConfig

b. If the release includes additional carrier options that you need, choose the appropriate 7_Carrier data
packagers.

c. Click Process. Verify that the Status column displays Success.

d. If you have multiple companies, log in to each company and process these same packages.

3. Data packagers are often updated to meet carrier requirements. These changes may affect your ship code
defaults during an upgrade. If you have any carrier option defaults set on your ship codes and you process
any carrier data packager in the above step, do the following:

a. Run the same query to get a list of the ship code default options after the data packager was run. The
query step is in the Getting Started > Restore Database and Run Queries section.
Select Carrier.Description as Carrier, shipcode.ShipCodeKey, ShipCode.Des
cription as CarrierOption,CarrierOption.Description, ShipCodeDefault.Valu
e as Setting from carrier
inner join ShipCode on Carrier.CarrierId=Shipcode.carrierid
inner join ShipCodeDefault on ShipCode.ShipCodeId=ShipCodeDefault.ShipCod
eId
inner join CarrierOption on shipcodedefault.carrieroptionid= CarrierOptio
n.CarrierOptionId
where ShipCodeDefault.value <> 'false' and ShipCodeDefault.Value <> ''

b. After running the SQL Query, compare the generated list of Ship Code defaults to the list saved from
the Getting Start step when you ran the query. Note that the following options will need to be reset due
to name changes in the database.
• FedEx Electronic Trade Documents
• FedEx Hazardous Materials for Lithium Battery

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Epicor Manifest Upgrade Guide Post-Installation

• UPS Quantum View for Failed Email Address

c. If needed, update the options with your defaults.

4. Epicor Manifest V4.0.1 includes the FedEx 2016 Certification changes. Due to these changes, your account
must be commissioned against the updated web services. Note that if you are upgrading from V4.0.0 or
earlier, this step is required. To do this:

a. Verify that your Facility address matches your billing account address.

b. Go to Carriers > Facilities. Click Commission.

c. Save the changes after the new credentials are loaded on the screen.

For more information on carrier setup and implementation documentation, go to the Carriers screen and
click on the Help (question mark icon) in the top right tool bar.

5. If you have SpeeDee as a carrier, you must install the IDAutomation_CrystalUFL.exe. To do this:

a. Copy the IDAutomation_CrystalUFL.exe file to the server where Print Monitor is installed.

b. Right-click on the file and select Run as administrator.

c. On the Windows User Account Control dialog, select Yes.

d. On the License Agreement dialog, select the I agree with the above terms and conditions check
box. Click Next.

e. On the Destination Directory dialog, click Start.

f. The fonts are installed. When prompted that the install is complete, click OK.

g. On the Create Shortcuts dialog, clear (uncheck) the Create Shortcut(s) on Desktop check box. Click
OK.

h. When finished, the shortcuts are listed. Close the screen by clicking the X in the right-hand corner.

i. Note that your server may require a reboot to activate the fonts.

6. If you have SpeeDee as a carrier, and your SpeeDee label is not printing or is printing blank, it is recommended
that you install a Bartender by Seagull Scientific driver specific to your label printer model.

7. You now need to start the Integration Service. To do this:

a. Go to Services.

b. Find the Epicor Manifest Integration Service.

c. Right-click on that service. If the service is not running, choose Start. If it is running, choose Restart.

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3.2 Update Carrier Facilities (for Test Database)

If upgrading a live database to test, use these steps to update the carrier facilities with test carrier credentials.
Note that when you upgrade to live and import the carrier data packagers, the Web Service URL will be updated
to test. You must update the Web Service URL on the carrier screen to point to production for each carrier.

1. For each carrier, update the credentials:

• Endicia
• URL: https://elstestserver.endicia.com/LabelService/EwsLabelService.asmx
• Account Number: 2500361
• Password: Contact Ship_Support@Epicor.com or call 877-252-6274 for the test password.

• FedEx
• URL: https://wsbeta.fedex.com:443/web-services/
• Account: 602285642
• In order to commission, the Facility address will need to be set to 110 North 5th Street 8th Floor,
Minneapolis, MN 55403

• FedEx Freight
• Meter: 118776259
• Account: 602285642
• Password: TyCeIt70Y58JzcygQyzTGj0nF
• Access Key = 6VsiNiRaaEscw0D1
• Facility address will need to be set to 1202 Chalet Lane, Harrison, AR 72601

• UPS
• Use the customer's account number and ensure that UPS Carrier setting for 'Web Service URL' is
wwwcie.ups.com. Note that onlinetools.ups.com is used in live.

• UPS Freight
• Use the customer's account number and ensure that UPS Carrier setting for 'Web Service URL' is
wwwcie.ups.com. Note that onlinetools.ups.com is used in live.

• DHL
• URL: http://xmlpitest-ea.dhl.com/XMLShippingServlet
• Account Number: 803921577
• Login: CustomerTest
• Password: Contact Ship_Support@Epicor.com or call 877-252-6274 for the test password.

• CTS
• URL: http://rc.saastransportation.com/Services/Wcf/ShipmentLiteService.svc
• Account:GASM
• Access Key: 335D6759802A4DBEB41CD6D68AB3024D
• Meter Or Reference Number: GASTA

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• Login: GASTITE
• Password: Contact Ship_Support@Epicor.com or call 877-252-6274 for the test password.

• SpeeDee
• Each customer needs to contact SpeeDee to request an assigned IP address where their Manifest files
are downloaded. This IP address needs to be entered in the URL field on the Carrier screen.
• Account Number: Assigned to shipper by SpeeDee. Enter as 6 digits [e.g. '3457' entered as '003457]
• Password: Assigned to shipper by SpeeDee

• Purolator
• URL: https://devwebservices.purolator.com/EWS/V1/
• Account: 9999999999
• Access Key: dec4bf60-c1e8-4e05-a30d-64cde96167a6
• Note: When going live, Purolator requires a login, password, and access key specific by customer.
These credentials must be requested from Purolator prior to go-live.

• Canpar
• URL: https://sandbox.canpar.com/canshipws/services/
• Account: 99999992
• Password demo

2. Login to Epicor and test processing a shipment

3. Replace the Epicor Manifest.exe client on all test workstations. For the first login, run the client as
Administrator to allow the URL to be saved in the URL drop down.

3.3 Setup PDF Printing

Use these steps to setup PDF printing with the Print Monitor Service.

1. Verify that CutePDF Writer is installed on the server where the Print Monitor Service is installed.

2. The PDF folder defaults to C:\printmon\pdf on the server where Print Monitor is installed. If you want to
change the default directory, do the following:

a. Navigate to C:\Program Files (x86)\Insite Software\InsiteShipPrintMonitorService.

b. Open the Epicor.Manifest.PrintMonitor2.exe.Config file.

c. In the <appSettings> node, change the PdfDirectory value to point to the directory you want to use.
For example, you can change this value:
<appSettings>
<add key="PdfDirectory" value="C:\printmon\pdf"/>

d. Save the file. Note that the PDFs will go to a folder on the server unless directed to a shared folder
elsewhere.

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3. To setup your printer, set the following in Epicor Manifest on each document that should be printed to PDF:
• Output Type = Printer
• Destination = CutePDF Writer
Your dialog may look similar to the following:

4. If you want a copy printed to PDF and a copy sent to a printer, do the following:

a. Set up two document records for the same document type and report.

b. Change the destination for each document record.

18 Epicor Manifest Upgrade to 4.1.0 for Integration to ERP

 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.