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Epicor 9.

05
Installation Guide

Windows MSSQL Database


Version 9.05.600
Disclaimer

Copyright © 2010 by Epicor Software Corporation. All rights reserved. Printed in the United States of America. No
part of this publication may be reproduced in any form without the prior written consent of Epicor Software
Corporation. Epicor, Vantage, and Vista are registered trademarks of Epicor Software Corporation. All other
trademarks are property of their respective owners. Microsoft product screen shots reprinted with permission from
Microsoft Corporation. Epicor Software Corporation makes no representations or warranties with respect to the
contents of this document and specifically disclaims any implied warranties of merchantability, satisfactory quality
or fitness for any particular purpose. The contents of this document are believed to be current and accurate as of its
date of publication. Changes to this document between reprintings 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.

Item Code: 90560-905

Revision Date: Thursday, September 23, 2010 10:32 pm

Page 2 of 120 Epicor 9.05 Installation Guide : Windows MSSQL Database Version 9.05.600
Table of Contents

1. Perform Required Upgrades........................................................................................ Page 5

2. Set Up Test Environment............................................................................................ Page 7

3. Create Back Ups.......................................................................................................... Page 7

4. Epicor 9.05 Pre-Installation Steps............................................................................... Page 8

5. Install the Epicor 9.05 Server.................................................................................... Page 15

6. Install Latest Updates................................................................................................ Page 22

7. Install Epicor Administration Functionality ............................................................. Page 27

8. Install the Epicor 9.05 Client .................................................................................... Page 31

9. Post-Installation Steps on the Server ........................................................................ Page 34

10. Prepare Your Database for Epicor 9.05 .................................................................. Page 42

11. Log in the First Time .............................................................................................. Page 48

12. Restore Demonstration Database ............................................................................ Page 54

Appendix A: Configure 64-Bit Environments (If needed) .......................................... Page 60


Appendix B: Install Embedded Education Courses..................................................... Page 62
Appendix C: Install and Deploy Epicor Web Access .................................................. Page 69
Appendix D: Install Epicor Replication Server ........................................................... Page 82
Appendix E: Install Epicor SQL Server Reporting (SSRS)......................................... Page 98
Appendix F: Install Epicor Enterprise Search.............................................................. Page 89
Appendix G: Install Epicor Mobile Access ................................................................. Page 92
Appendix H: Install Epicor Information Worker......................................................... Page 94
Appendix I: Install Epicor Sharepoint Publisher ......................................................... Page 94
Appendix J: Configure Your Help System .................................................................. Page 95
Appendix K: Upgrade to Infragistics NetAdvantage................................................... Page 99
Appendix L: Install SonicMQ...................................................................................... Page 99
Appendix M: Set Up Multi-Company Functionality ................................................. Page 104
Appendix N: Review Configuration File Settings ..................................................... Page 116
Appendix O: Uninstall Options.................................................................................. Page 119

Epicor 9.05 Installation Guide: Windows MSSQL Database Version 9.05.600 Page 3 of 120
Introduction
Welcome to the Epicor 9.05 Installation Guide - Version 9.05.600. This guide explains
how to install the Epicor 9.05 application system for new or existing customers. Use the
following process flow to determine your path through this comprehensive installation
guide:

I am an Existing customer I am a
New customer
on 9.04.50x
on 9.05

No
Are you on the
latest SP/Patch?

Upgrade to 9.04.50xx
(latest SP/Patch) Yes

Set Up Test Environment

Create Back Ups

Epicor 9.05 Pre-Installation


- Download and install Microsoft Tools
- Stop Appservers and Database
- Start Server Installation
Install Epicor 9.05 Server
- Install OpenEdge 10.2A (Service Pack, Hot Fix)
- Share Epicor Folders
- Install Epicor 9.05 Server Software
Install Latest Updates
(Service Pack, Patch)

Install Epicor Administration


Functionality

- Download and install Microsoft Tools


- Start Client Installation
Install Epicor 9.05 Client - Install Epicor 9.05 Client Software
- Install Crystal Reports Runtime
- Copy Shortcuts for All Users

- Update Basic Parameter File Settings


- Establish Security for Progress AppServer
Epicor 9.05 Post-Installation - Upgrade Service Connect 9.05 (optional)
Optional Installations: - Upgrade Epicor Portal 9.05 (optional)
- Configure 64-Bit Environments - Set up full-text searching (new SQL only)
- Install Epicor Education Courses
- Install Epicor Web Access
- Install Epicor Replication Server - Convert your database
- Install Epicor SSRS - Add Epicor and application server connections
- Install Epicor Enterprise Search Prepare Your Database
- Import license codes; Add Company;
- Install Epicor Mobile Access - Run data conversions, stop and start servers
- Install Epicor Information Worker
- Install Epicor Sharepoint Publisher
- Configure Your Help System New Customers: Set Up system agent (printing)
- Upgrade Infragistics NetAdvantage Existing Customers: Import Booking Rules,
- Install Sonic MQ Log In the First Time
Set Up system agent, Maintain customizations,
- Set Up Multi-Company Test BAQ / BAM / BPM / custom code
- Review Configuration Settings
- Uninstall Options
Restore Demonstration Database

Epicor 9.05 is ready!

Page 4 of 120 Epicor 9.05 Installation Guide : Windows MSSQL Database Version 9.05.600
Perform Required Upgrades

1. Perform Required Upgrades

For existing customers, use these instructions to perform required upgrades before you
start the installation. Specific upgrades are required based on your current system.

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).

If you do not have an Epicor customer User ID and Password, request one by
visiting our Epicor’s Customer Portal site. (http://support.epicor.com).

3. If you are new to EPICweb, review the links available on Epicor’s Customer Portal
home page. Information includes:

* An Overview of the New EPICweb


* Change or Reset Your Password

1.2 Verify Your Epicor Application is on Version 9.04

If you are an existing customer, prior to installing Epicor 9.05, your Epicor application
must be upgraded to the latest version of 9.04.50x.

Note! If your Epicor application is at version 8.03.40x or earlier, you must first
upgrade to Epicor 9.04. Contact your Epicor consultant for assistance if
necessary.

4. Log on to EPICweb and go to the Documentation website. Click this link to access
the website: https://epicweb.epicor.com/doc/Pages/Epicor9.aspx

5. From the 9.04 section, download the Epicor 9 Installation - 9.04 guide for either
Progress, SQL or Linux/UNIX, based on your database.

6. Use the instructions to upgrade your Epicor application from 8.03.40x to 9.04.

7. Verify you have completed the required steps in the “Run Additional Conversions”
section prior to installing 9.05. Additional conversions include:

* 10080 - Creating TranGLC for posted PartTran. If you want to convert or create
links from GL Journal detail to historical source documents, it is recommended

Epicor 9.05 Installation Guide: Windows MSSQL Database Version 9.05.600 Page 5 of 120
Perform Required Upgrades

that you manually run this conversion prior to installing 9.05. Be sure to save a
copy of your Epicor 9.04 database if you want to be able to create links from the
GL Journal detail to historical source documents after you upgrade to Epicor
9.05.
* 10012 - Setting BitFlag Field

1.3 Install Latest 9.04.50x Service Pack and Patch

Use this step to install the latest 9.04.50x service pack and patch onto your 9.04 system.

1. After you have upgraded your system to 9.04, log on to EPICweb and go to the
Support website. Click this link to access the website: https://epicweb.epicor.com/
Support/epicor9/downloads/Pages/default.aspx

2. Download and install the latest Service Pack and Patch onto your 9.04 system. For
example, download and install the 9.04.506x Patch. Use the Service Pack or Patch
Installation Guide, available on that same site, for instructions.

3. If you want to convert or create links from GL Journal detail to historical source
documents, verify you have manually run Conversion 10080 - (Creating TranGLC
for posted PartTran).

Note! Be sure to save a copy of your Epicor 9.04 database if you want to be able to
create links from the GL Journal detail to historical source documents after you
upgrade to Epicor 9.05.

1.4 Perform Upgrade to SQL 2008

If you use SQL, use these steps to install SQL 2008 on your database server and
Windows Admin Workstation, if applicable. To use the Epicor 9.05 application, SQL
2008 must be installed. Note that SQL Server must be installed on your local 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 2008 >
Documentation and Tutorials > SQL Server Books Online.

1. Install SQL 2008 on your database server. Use the instructions that came with SQL
2008 to install SQL 2008.

2. On your database server, install any Microsoft service pack and patch updates
related to SQL 2008.

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Set Up Test Environment

3. If you plan to install the 64-bit version of OpenEdge, you must also install the 32-
bit SQL 2008 on your 32-bit Windows Admin Workstation. Use the instructions
that came with SQL 2008 to install SQL 2008.

4. On your Windows Admin Workstation, install any Microsoft service pack and
patch updates related to SQL 2008.

2. Set Up Test Environment

It is strongly recommended that you set up a test environment where you can test your
current system files, such as custom tools, prior to upgrading to Epicor 9.05. Custom
tools such as personalizations, customizations, global alerts, Business Activity Queries
(BAQs), Business Activity Manager (BAM) events and Business Process Management
(BPM) methods need to be tested and maintained prior to upgrading.

By using a separate testing environment, you will know what changes you have to make
to your live system after the upgrade, which helps ensure a successful upgrade.

Note! Do not upgrade to Epicor 9.05 without first testing the upgrade in a separate test
environment.

1. Create a test environment of your system. For reference, use the instructions for
setting up a new installation.

2. Copy your database into your test environment.

3. Verify your test environment is separate from your live system.

3. Create Back Ups

Create the following back ups prior to continuing with your installation.

3.1 Back Up Database and System

Database and system backups are very important. Do not skip this step!

1. Create a backup of all your database files.

2. Create a backup of your other database files, such as test, train and pilot.

3. Create a backup of your manufacturing software. In a standard installation, the


files are located in the \oe101c and \epicor directories.

4. For SQL installations, it is recommended that you detach the EpicorTrain904


database so that a new Epicor 9.05 training database version can be installed.

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Epicor 9.05 Pre-Installation Steps

5. Verify that your backups are valid and can be restored if needed. To test that your
backup is valid, restore your backup to a test area, not your production area.

3.2 Back Up Customized Reports

If you are using customized Crystal Reports, the report files must be backed up. These
backups are very important. Do not skip this step!

1. Go to your Crystal Reports directory.

2. Save the reports as file names different from the standard report names.

3.3 Back Up Custom Client MFGSYS Files

Use the following instructions to backup your custom MFGSYS files.

1. Go to the location of the .mfgsys files on your client workstation.

2. Create a backup of all the .mfgsys files. For example, back up the default, train,
test, and pilot files.

At the end of the service pack installation, the ClientZipInstaller program will
automatically run and replace any client-side .mfgsys files, such as default, train, and
test with the .mfgsys files that currently reside on the server. The program unpacks the
client files, updates the current mfgsys files and then repackages the zip file with the
updated mfgsys files. This ensures that the mfgsys files are ready for the service pack
installation. After the installation, you can run the ClientZipInstaller program anytime
you need it.

4. Epicor 9.05 Pre-Installation Steps

Use these steps prior to installing the Epicor 9.05 application.

4.1 Review Epicor Application Dependencies

Use the following information to review the dependencies within the Epicor application
components and modules.

* If you have SQL installed and you are using that SQL database for your
transactional database, and you plan to use Epicor Enterprise Search, you do not
need to install Replication Server because you can use your SQL database. See
more detail in the Replication Server appendix.
* If you use Progress for your Epicor 9.05 application database, and you plan to
install Epicor Enterprise Search, you must also have Epicor Replication Server
installed.

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Epicor 9.05 Pre-Installation Steps

4.2 Review Software Requirements

Software requirements have been updated for this release. Use the following
information to update your system.

* Windows Server 2003 Service Pack 2, Windows Server 2003 R2, Windows
Server 2008, or Windows Server 2008 R2 must be installed on the server.
* Windows XP Service Pack 2 must be installed on all Windows XP
workstations.
* You must have the Microsoft Internet Information Services (IIS) installed in
order to use several features of the Epicor application, including Embedded
Education Courses, and Epicor Web Access. If you do not have IIS installed,
refer to your operating system documentation for instructions.
* 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 character, the user will not be able to log in.
* To use a SQL or SQL Unicode database with the Epicor 9.05 application, you
must have SQL 2008 installed on your database server. Use the instructions that
came with SQL 2008 to install SQL 2008 on your system.
* To run the Epicor Administration Console, you must have the latest Microsoft
Management Console (MMC) 3.0 or later installed. See the Microsoft MMC 3.0
download site for download information.
* If you have Customer Connect, the service pack for that product must be
installed on your system.

4.3 Review Hardware Requirements

Hardware requirements may have changed for this release. For a complete list of
requirements, review the Epicor 9.05 Hardware Sizing and Configuration Guide on the
EPICWeb Support website.

4.4 Verify Windows Server 2008 Compatibility

If you have Windows Server 2008 installed on your server, use the following steps to
verify the compatibility with the Epicor Application.

* If you use Windows Server 2008, note that to open an executable file, you do
not double-click the file. Instead, you right-click and select the Run as an
Administrator option.
* If you use Windows Server 2008, you also need to install Application Server
and IIS with V6 compatibility.
* With Windows Server 2008, a firewall is installed. The firewall needs to be

Epicor 9.05 Installation Guide: Windows MSSQL Database Version 9.05.600 Page 9 of 120
Epicor 9.05 Pre-Installation Steps

disabled in order for connectivity from other machines to allow for


administering of the Epicor 9.05 Appservers. Based on your company practices,
you can enable your firewall after the installation process is complete.

4.5 Determine Web Service Type: WSE or WCF

Use this information to determine which type of Web Service you will install later in
the installation process. Epicor 9.05 is compatible with two types of Web Services:
WSE (Web Service Enhancements) and WCF (Windows Communication Foundation).
Based on Microsoft development, WSE will be replaced with WCF.

* If you are a new customer, you can choose to start using WSE or WCF. It is
recommended you use the WCF version. Note that WCF is included as part of
the base .NET 3.5 framework.
* If you are an existing customer using WSE, and you have already invested
resources and time in Epicor Service Connect workflows or custom coding that
use WSE, you can choose to continue with WSE and start transitioning over to
the WCF version.
For more information on WCF, click this link to read the article “What is WCF”.
(http://msdn.microsoft.com/en-us/library/ms731082(VS.85).aspx)

4.6 Review Epicor 9.05 Functionality

It is recommended that you become familiar with the features available in the Epicor
9.05 release prior to installing the Epicor 9.05 application.

1. Review the Epicor 9.05 Feature Summary to learn about the features available in
the Epicor 9.05 release. To access the 9.05 Feature Summary, log onto the
EPICWeb Documentation site and click the link for Feature Summaries.

Note! You can also view the Feature Summary using the online help system.

2. If desired, contact the Services group to learn more about upgrading or migration
to Epicor 9.05.

Note! To request assistance from Services, fill out the Services Request Form. The
form is available on the EPICWeb Services site. The link is: https://
epicweb.epicor.com/services/Pages/default.aspx.

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Epicor 9.05 Pre-Installation Steps

4.7 Set Up SQL Collation for Epicor 9.05

A typical SQL installation sets the default database collation to be dependent on the
Regional Settings of the SQL Server. This collation must match the collation of the
individual Manufacturing databases in order for queries to operate properly. For
example, if the collation does not match, searches on Parts Entry or Sales Order Entry
will not work. This collation is not related to full text indexing; other full text indexed
table searches will run fine. This is an issue only when the SQL server is not localized
for English (US).

Use these steps to verify your SQL database collation.

1. Review the list of collation settings that are dependent on Regional Settings. To do
this, click on the following SQL 2008 link: (http://msdn.microsoft.com/en-us/
library/ms143508.aspx)

The correct collation setting for Manufacturing databases is


SQL_Latin1_General_CP1_CI_AS , which is the default for English (US)
localized systems.

2. If the collation does not match, you must reinstall SQL Server and select custom
to allow a collation setting to be selected. Simply changing the databases to match
a different system collation setting does not resolve the issue.

The SQL installer does not show the codes; it only shows descriptions. The
required selection is under Collation Settings, SQL Collations. An example is
Dictionary Order, Case-Insensitive, 1252 codepage.

This produces the required matching SQL_Latin1_General_CP1_CI_AS


collation.

3. Change the Compatability Level to SQL 2008 (100) for all databases that will run
in the Epicor 9.05 application. The Epicor 9.05 application does not support SQL
2005.

4.8 Verify Prerequisite Hardware

If you have a Windows 64-Bit installation, use the following steps to verify your
hardware requirements.

1. Verify you have the following three types of workstations available:

- Server. The central machine that coordinates activity on the network.


- Client. The workstation for the typical user.
- Windows Admin Workstation. A client workstation for the administrator,
from which the installation should be run. This is a very privileged client or

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Epicor 9.05 Pre-Installation Steps

“super-client”. This Windows Admin Workstation is available on the network.


The workstation hardware can have either a 32-bit or 64-bit operating system.

2. Verify you understand the configuration requirements for your Windows Admin
Workstation. After you install the Epicor 9.05 application Service Pack and Patch,
you will use steps in the “Install Epicor Admin Functionality” section of this guide
to also install and configure the following:

- Install the 32-bit version of OpenEdge Software on the Windows Admin


Workstation.
- The workstation hardware can be either 32-bit or 64-bit.
- The 32-bit and 64-bit OpenEdge Software cannot be located on the same
machine.

4.9 Disable Error Reporting

Use the following steps to disable error reporting on your workstation. This step is
recommended in order to save processing time by not automatically reporting software
issues during installations. Based on your company practices, you can enable error
reporting after the installation process is complete. Note that the steps differ based on
your operating system.

Using Windows Server 2003

1. Navigate to Start - Control Panel - System.

2. Click the Advanced tab. Click Error Reporting.

3. Select Disable Error Reporting.

4. Click OK until you exit.

Using Windows 7

1. Verify that you have administrator privileges.

2. Open the Local Group Policy Editor. To do this, open Start > Search. Type gpedit
and press Enter.

3. Navigate to Computer Configuration > Administrative Templates > System >


Internet Communication Management > Internet Communication Settings

4. From the main window, select Turn Off Windows Error Reporting.

5. On the dialog, select the Enabled check box. Click OK. The change takes place
immediately.

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Epicor 9.05 Pre-Installation Steps

Using Windows Vista or Windows Server 2008

1. Right-click on Control Panel.

2. If you do not view your Control Panel by classic view, click on System
Maintenance.

3. Click Problem Reports and Solutions.

4. Click on Change Settings in the left sidebar.

5. Click the Advanced Settings button.

6. Turn off Problem reporting.

Using Windows Server 2008 R2

1. Navigate to Start - Control Panel - System and Security.

2. Select Action Center. Select the Change Action Center Settings link.

3. Select the Problem reporting settings link.

4. Select Never check for solutions button. Click OK.

4.10 Download Latest Updates

Use these steps to download the latest service pack and patch files that will be installed
later in the installation process.

1. Log on to EPICweb and go to the Customer Portal Page. Navigate to Support >
Epicor 9 > Downloads.

Note! You can use this link: https://epicweb.epicor.com/Support/epicor9/Downloads

2. Navigate to Epicor 9 > Version 9.05.600.

3. Download the latest Epicor 9.05 application service pack related to this
installation. For example, select one of the following files, based on your
environment:

- Progress on Windows (32 bit): SP90560x-P.EXE


- Progress on Windows (64 bit): SP90560x-P64.EXE
- SQL Server (32 bit): SP90560x-S.EXE
- SQL Server (64 bit): SP90560x-S64.EXE

Epicor 9.05 Installation Guide: Windows MSSQL Database Version 9.05.600 Page 13 of 120
Epicor 9.05 Pre-Installation Steps

- SQL Unicode (32 bit): SP90560x-SU.EXE


- SQL Unicode (32 bit): SP90560x-SU64.EXE

4. Download the latest Epicor 9.05 application patch related to this installation, if one
is available. For example, select one of the following files, based on your
environment:

- Progress on Windows (32 bit): PA90560xx-P.EXE


- Progress on Windows (64 bit): PA90560xx-P64.EXE
- SQL Server: PA90560xx-S.EXE
- SQL Server 64: PA90560xx-S64.EXE
- SQL Unicode: PA90560xx-SU.EXE
- SQL Unicode 64: PA90560xx-SU64.EXE

5. Download the latest Epicor 9.05 help content pack related to this installation. For
example, download the HELP90560x.EXE file.

6. Go to the OpenEdge/Version 10.2A directory. Based on your environment,


download the latest OpenEdge service pack file onto your machine. For example,
select one of the following files:

- For Windows 32: 102ASP3.exe


- For Windows 64: 102ASP3x64.exe

7. Go to the OpenEdge/Version 10.2A directory. Based on your environment,


download the latest OpenEdge hot fix file onto your machine. For example, select
one of the following files:

- For Windows 32: Rl102asp0309hf.EXE


- For Windows 64: Rl102asp0309hf-64.EXE

8. Based on your environment, download the OpenEdge Explorer file if you want to
use the OpenEdge Explorer tool instead of the Progress Explorer Tool. Be sure to
also download the OpenEdge Management Guide. Use that guide for instructions
on setting up the OpenEdge Explorer tool. You can also access these files from the
Epicor 9.05 DVD in the OEManage folder.

Note! After being installed, you can access the OpenEdge Explorer tool from Start >
Programs > OpenEdge Explorer.

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Install the Epicor 9.05 Server

5. Install the Epicor 9.05 Server

This installation 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.

5.1 Install Microsoft Tools: .NET 3.5 and WSE or WCF Runtime

Use the following steps to download and install Microsoft tools, such as .NET and
either WSE (Web Services Enhancements) or WCF (Windows Communication
Foundation) from the Microsoft Download Center website. Note that WCF is included
as part of the base .NET 3.5 framework.

Note! Review your decision to install either WSE or WCF which you determined
during a Pre-Installation step.

1. Click the following link to go to the Microsoft Download Center to Download


Microsoft .NET 3.5. (The link is: http://www.microsoft.com/downloads/
details.aspx?displaylang=en&FamilyID=ab99342f-5d1a-413d-8319-
81da479ab0d7

- Download the latest version of Microsoft .NET 3.5 to your server.


- Use the instructions provided on the website to guide you through the
installation process.
Note! The .NET 3.5 installation includes the .NET Service Pack when you download
.NET 3.5 from the Microsoft Download Center website.

2. If you want to install WSE, click the following link to go to the Microsoft
Download Center to Download Web Services Enhancements (WSE) 3.0 Runtime.
(The link is http://www.microsoft.com/downloads/
details.aspx?FamilyID=1F445589-818A-4E7B-B49B-
FFE9393E4D0A&displaylang=en).

- Download the latest version of Microsoft Web Services Enhancements (WSE)


3.0 Runtime to your server and Windows Admin workstation.
- Use the instructions provided on the website to guide you through the
installation process.

Epicor 9.05 Installation Guide: Windows MSSQL Database Version 9.05.600 Page 15 of 120
Install the Epicor 9.05 Server

5.2 Stop Appservers and Database

Use the following steps to stop the appservers and database prior to starting the
installation.

1. Sign on to the server and Windows Admin workstation as Administrator or


Administrator equivalent.

2. Existing customers (Epicor 9 /Vantage/Vista) need to use the Progress Explorer


Tool or OpenEdge Explorer Tool to stop the following functions in order:

* Stop the Appservers.


* Stop the OpenEdge database.

3. Select Start > Settings > Control Panel > Administrative Tools > Services. The
Services window appears.

4. Right-click on AdminService for OpenEdge 10.1C, and select Properties. The


AdminService dialog box appears. On the General tab, click Stop. Click OK.

5. Close all applications except Windows.

5.3 Start Server Installation

Use the following steps to start the server installation.

1. Insert your Epicor 9.05 DVD in the Windows Admin workstation's DVD-ROM
drive (D:\). The autorun feature should launch the Epicor 9.05 Installation
program. If not, choose Start > Run and enter the command: D:\setup.exe.

2. The Welcome dialog box appears. Click Next.

3. The Check Customer Center on the Web option appears. Click Next.

4. The Select the Software to Install window appears. Select the Install Epicor 9.05
Server option. Click Next.

5.4 Install Progress OpenEdge 10.2A

Use these instructions to install Progress OpenEdge 10.2A on your server and
Windows Admin workstation You will need to reboot the server after completing this
section.

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Install the Epicor 9.05 Server

Note! If you are using Windows Server 2008, the Progress Explorer Tool is not
available. Instead, you must set up a workstation to act as the Windows Admin
Workstation. A remote Progress Explorer Tool connection must be made from
this Windows Admin Workstation to the server running Windows Server 2008
in order to monitor appservers and database status.

1. Review the 10.2A OpenEdge Getting Started: Installation and Configuration


Guide (on the Progress Software Developers Network website) if you plan to select
the Advanced/Manual type installation of OpenEdge. If you plan to select the
Typical/Automatic installation, you do not need to review this guide.

2. Launch the installation program and proceed to the Select the Software to Install
window. Click Install Epicor 9.05 Server. Click Next.

3. On the Epicor 9.05 Server Setup menu, click Install OpenEdge 10.2A.

4. The Welcome window appears. Click Next.

5. The Progress OpenEdge Type of Install window appears. Select the type of
installation based on your current system:

* OpenEdge Typical/Automatic Install — Select if the OpenEdge software


should automatically specify web server settings and permissions. This is a
preferred method of installation for systems that have never had OpenEdge
installed. The installation runs and displays a minimized icon in the task bar.
* OpenEdge Advanced/Manual Install — Select if you want to customize how
OpenEdge is installed. This includes manually specifying the software and
working paths, web server settings, and permissions. This is the preferred
method of installation for existing systems that have a version of OpenEdge
previously installed.

6. For either selection, click Next.

7. Depending of which install you selected, use one of the following sets of steps:
Typical/Automatic or Advanced/Manual:

If you selected the Typical / Automatic Install option:

1. Select the OpenEdge folder location for the Progress software directory. Even
though the default directory is C:\Program Files\Epicor\oe102a, it is recommended
you select a shorter path, such as C:\Epicor\oe102a.

2. If you need to install files for the web service, select the "Install Web Service
Files" check box. Click Next.

3. The Ready to Install window appears. Click Install.

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4. You may be prompted with registry warnings if the following file extensions have
already been registered as configuration file types: .CFG, .DB. When prompted,
select "Y".

5. A status meter appears indicating the progress of the installation. When the
installation is finished, you are returned to the desktop.

6. Reboot your server.

If you selected the Advanced / Manual Install option:

1. The OpenEdge 10.2A window appears. Click Install.

2. The Welcome window appears. Click Next.

3. Enter the serial numbers for the products that you will be using. Click Next.

4. On the Before You Start window, click Next.

5. On the Select Server Engines window, click Both. Click Next.

6. On the Previous Installation Settings, click No.

7. On the Destination and Working Path Directories window, select the destination
and working path directories. Recommended paths are \Epicor\oe102A and
\Epicor\oe102A_wrk. Click Next.

8. On the Setup Type window, click Complete. Click Next.

9. On the Configuring / Installing Components window, clear the Sonic ESB option.
Click Next. If you leave the settings blank, click OK at the alert message.

10. On the Program Folder window, select the OpenEdge 10.2A group. Click Next.

11. On the Web Server Type window, select the Microsoft Web Server (IIS) or
ISAPI - compatible check box. Browse and select the Web Server Script directory
and the Web Server Document Root directory. Recommended paths are
C:\InetPub\adminscripts and C:\InetPub\wwwroot. If these are unknown, for each
directory select C:\Epicor. Clear the Copy static HTML files to Document Root
directory check box. Click Next.

12. On the Language window, select the default language. Click Next.

13. On the International Settings window, select your settings. Click Next.

14. If you have configured the web server, configure the web services adapter settings.
If not, accept the defaults. Click Next.

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15. On the Admin Server Authorization Options window, select the security options
for the Admin Server. Click Next.

16. On the Summary window, click Next. The installation begins. The installation can
take up to 45 minutes on older machines.

17. Click Finish. The Commit Shared Files window appears.

18. Reboot your server.

5.5 Install Progress OpenEdge 10.2A Service Pack

Use the following instructions to install the latest Progress OpenEdge service pack file
on your server and Windows Admin workstation.

Note! Do not skip this step!

1. For existing users, use the Progress Explorer Tool or OpenEdge Explorer Tool to
stop any OpenEdge App Servers or databases that may be currently running.

2. Select Start > Control Panel > Administrative Tools > Services. The Services
window appears.

3. Right-click on AdminService for OpenEdge 10.2A, and select Properties. The


AdminService dialog box appears. On the General tab, click Stop. Click OK.

4. Go to the OpenEdge service pack file that you downloaded to your machine during
a Pre-Installation step.

5. Double-click the OpenEdge service pack file. The installation program opens.

6. The Welcome window appears. Click Next.

7. Click Next to confirm you have backed up your system files.

8. Click Next to confirm the summary information. The installation proceeds.

- You may be prompted with registry warnings if the following file extensions
have already been registered as file types: .I, .DB, .UDF, .CLS. When prompted
to overwrite the registry entry and register this file extension as a Progress file,
select "Y".

9. Click Finish. The Service Pack installation is now complete.

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5.6 Install Progress OpenEdge 10.2A Hot Fix

Use the following instructions to install the latest Progress OpenEdge hot fix file on
your server and Windows Admin workstation.

Note! Do not skip this step!

1. Go to the OpenEdge hot fix file that you downloaded to your machine during a Pre-
Installation step.

2. Double-click the file. The installation program opens.

3. The Welcome window appears. Click Next.

4. Click OK to confirm you have stopped the OpenEdge related functions.

Note! If you have not stopped the AppServer, database and AdminServices functions,
click No and then stop the functions before continuing.

5. Select the OpenEdge 10.2A directory as your Destination directory. For example,
select C:\Epicor\oe102A. Click Next.

6. The Ready to Install window appears. Click Next. The installation proceeds.

7. Click Finish. Depending on your selection, the files appear for review.

8. Reboot your server.

5.7 Share the Epicor Folders

Use the following steps to share the Epicor folders. If you are using Windows Server
2008, the steps may be slightly different.

Note! If you want to secure the folders, your Administrator can change these values.

1. On the C: drive, create the C:\Program Files\Epicor Software\Epicor905 folder


if it does not already exist.

- Right-click on the \Epicor Software\Epicor905 folder and select Sharing and


Security.

- Select the option to Share this Folder. Epicor905 displays as the default share
name. Do not change the name. The folder must be named Epicor905.

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

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- 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.

2. On the C: drive, create the C:\Program Files\Epicor Software\EpicorData


folder.

- Right-click on the folder icon and select Sharing and Security.

- Select the option to Share this Folder. EpicorData displays as the default share
name.

- Click the Permissions button. It is recommended that you assign Full Control
to each user folder. Click OK.

- Click OK to accept the share options.

5.8 Install Epicor 9.05 Server Software

Use the following steps to install the server software.

1. Launch the installation program and click Next to proceed to the Select the Software
to Install window. Select the Install Epicor 9.05 Server button. Click Next.

2. On the Epicor 9.05 Server Setup window, select the Epicor 9.05 Server Software
option.

3. Select the Server platform option you want to run:

- SQL on Windows

- SQL Unicode on Windows


After selecting your platform option, the InstallAware Wizard verifies that your
software environment is compatible with your selection. This may take several
minutes.

4. The Welcome window appears for installing the server software. Click Next.

5. The Destination Location window appears, prompting for the destination path for
the software and for the printer work path. Enter the paths of the installation
directory and the printer work directory. Click Next after specifying the locations.

* The default installation directory for a 32-bit Epicor application on a 32-bit


Windows install or a 64-bit Epicor application on a 64-bit Windows install is
C:\Program Files\Epicor Software\Epicor905 or specify a different drive
location.
* The default installation directory for a 32-bit Epicor application on a 64-bit

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Windows install is C:\Program Files (X86)\Epicor Software\Epicor905 or


specify a different drive location.
* The default printer work directory for a 32-bit Epicor application on a 32-bit
Windows install or a 64-bit Epicor application on a 64-bit Windows install is
C:\Program Files\Epicor Software\EpicorData or specify a different drive
location.
* The default printer work directory for a 32-bit Epicor application on a 64-bit
Windows install is C:\Program Files (X86)\Epicor Software\EpicorData or
specify a different drive location.

6. The Server Setup window appears, prompting for the UNC path name for the Share
directory for clients. The default is \\<servername>\Epicor905\, where
\\<servername> equals the machine name of the server. Click Next.

- On that same window, select a location where you want the SQL databases
(.mdf) files installed. Browse to find a location or select the default which is
C:\Program Files\Microsoft SQL Server\MSSQL\Data. Click Next.

7. The Microsoft SQL Server Instance window appears. Browse and select your SQL
2008 instance. Click Next.

8. When prompted with a “SQL Connection failed. Would you like to try again?”
message, click Cancel. This is normal.

9. The Wizard completion window appears. Click Next.

10. The Start Installation window appears. Click Next. Processing messages appear.
This may take several minutes.
- If prompted with a message that “The SQL Database restore failed, most likely
because you selected a SQL Instance that is not SQL 2008 or later”, click OK..
This is normal. The installation continues.

11. After the Client Files Installer configures the client, the installation is complete. On
the Finish window, click Finish.

12. On the Server Setup window, click Exit Setup. If prompted to confirm exiting the
setup program, click OK.

The server software installation is complete.

6. Install Latest Updates

Use these steps to install the latest Epicor 9.05 service pack, patch and help system
patch on your system.

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6.1 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 9.05 application is installed. For example, go
to C:\Program Files\Epicor Software\Epicor905.

2. Right-click on the Client folder.

3. Select Properties.

4. On the General tab, unselect the Read Only check box.

5. Click Apply.

6. The Confirm Attribute Changes dialog appears. The Apply changes to this folder,
subfolders and files option is selected by default. Click OK.

7. Click OK to exit the Client Properties folder.

8. Repeat the previous steps for the ClientServer folder.

9. Repeat the previous steps for the Server folder.

6.2 Install Epicor 9.05 Service Pack on the Server

Use these instructions to install the Epicor 9.05 service pack on the server.

1. Go to the directory where you downloaded the latest service pack file.

2. Double-click on the file to run it.

3. The InstallAware Wizard window appears. A status bar shows the progress of
verifying the contents of the Service Pack setup package. This verification may
take several minutes.

4. The Application Requirements window appears. Review the upgrade status for
each required component. Possible statuses include:

* If all components have a “Pass” status, click Next.


* If the Crystal Reports component has a “Fail” status, this can be ignored. This
is a non-critical warning. You can also click the Details button to review the
message that states it is a non-critical warning.
* If any other components have a “Fail” status, click the Details button to review

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additional information. After reviewing the details, click Close. Resolve the
issues and click Check Again. Continue to resolve the issues until all
components have a “Pass” as an Upgrade Status.

5. A Welcome window appears. Click Next.

6. Review the default directory that is displayed. This is the directory where your
Epicor application program files are located. Browse and select a different
directory if needed.

7. Verify that the approximate 13-14 GB of Required Disk Space will fit in the
Available Disk Space in the selected directory. Click Next.

Note! If you are installing on a Virtual Machine, the disk space calculations may not
display accurately. You must manually verify the available disk space on your
Virtual Machine.

8. The Start Installation window appears. Click Next. The installation begins.

Note! If prompted with a message that your Properties file is being modified, click
Restart After. The installation continues as normal.

9. When the installation is complete, click OK.

The Epicor application service pack is now installed.

6.3 Install Epicor 9.05 Patch on the Server

Use these instructions to install the Epicor 9.05 patch on the server, if a patch is
available.

1. Go to the directory where you downloaded the patch file.

2. Double-click on the file to run it.

3. A Welcome window appears. Click Next.

4. A confirmation window appears. Click Yes to proceed.

5. Enter the directory where your program files are located. Click Next.

6. Enter the directory where your OpenEdge files are located. Click Next.

7. You may be prompted to verify your server name, operating system or database
type. If prompted, select the appropriate option and click Next. Note that this
prompt is only displayed if your mfgsys.ver file is incomplete.

8. The Start Installation window appears. Click Next.

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9. A message appears, stating that the application patch installation is complete.


Click Finished.

The Epicor application patch is now installed.

6.4 Create ODBC Connection

Use the following steps to create an ODBC Connection.

Create ODBC Connection for Native Client 10 (SQL only)

If you have a SQL database, an ODBC Connection using Native Client 10 is


automatically configured. No additional steps are required.

Create ODBC Connection for Native Client 9 (SQL Unicode only)

If you have SQL Unicode (32-bit or 64-bit), use the following steps to create an ODBC
Data Source that uses the SQL Native Client 9 that is available in SQL 2005. The
ODBC drivers available in that SQL Native Client 9 version are required to run the
Epicor Admin Tools. This driver must be installed due to incompatibilities with
Progress, SQL Unicode and the Native Client 10.0 driver.

1. Go to the Microsoft Download website.

Note! You can download the SQL Native Client 9 from the Microsoft Download
Center. The SQL Native Client is in a Feature Pack for Microsoft SQL Server
2005. The link is: http://www.microsoft.com/downloads/
details.aspx?displaylang=en&FamilyID=df0ba5aa-b4bd-4705-aa0a-
b477ba72a9cb

2. In the Feature Pack for Microsoft SQL Server 2005, scroll to the download link for
Microsoft SQL Server Native Client.

Note! You must select the 32-bit driver for a 32-bit installation, or the 64-bit driver for
a 64-bit installation. The driver version must match the OpenEdge version (32-
bit or 64-bit) since the appservers use this driver to connect to the database.

3. Download the SQL Native Client 9.

4. Install the SQL Native Client 9. Verify that it is installed correctly.

5. Navigate to Start - Control Panel - Administrative Tools.

6. Select Data Sources (ODBC).

7. Click on the System DSN tab.

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8. Select and remove any Epicor 905 system data sources that exist. For example,
select and click Remove for the Epicor905, EpicorTrain905, EpicorPilot905,
EpicorTest905.

9. To create a new connection, click the Add button.

10. Select the driver for which you want to set up a data base. Click Finish.

11. On the Create a New Data Source to SQL Server dialog, enter the following:

- Name. Enter Epicor905 as the data source name.


- Description. Enter Epicor905 as the data source description.
- Server. Use the drop-down list to select the SQL Server that has the Epicor905
database.
- Click Next.

12. Review the authenticity of the login ID information. Click Next.

13. Select the Change the default database to: check box. Use the drop-down list to
select the database name. Click Next.

14. Click Finish.

15. Review the New ODBC Source configuration information. Click OK.

16. Repeat the above steps to create new connections for any additional databases. For
example, create connections for EpicorTrain905, EpicorPilot905, and
EpicorTest905.

17. Click OK to exit the Data Source (ODBC) program.

6.5 Install Epicor 9.05 Help Content Service Pack

Use these steps to install the Epicor Help Content Service Pack on your system.

1. Go to the Epicor 9.05 Help Content service pack file that you downloaded during
a Pre-Installation step.

2. Double-click on the file to run it.

3. A Welcome window appears. Click Next.

4. Enter the directory where your program files are located. Click Next.

5. The Start Installation window appears. Click Next.

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6. A completion message appears. Click Finish.


The Help Content Pack is now installed.

7. Install Epicor Administration Functionality

Use these instructions to install administration functionality, including the Epicor


Administration Console and Windows Admin Workstation, if needed.

7.1 Install Epicor Administration Console

Use these steps to install the Epicor Administration Console on your server or Windows
Admin Workstation.

1. Go to the directory where your Epicor application is installed. For example, go to


C:\Program Files\Epicor Software\Epicor905.

2. Double-click on the EpicorUtilities.exe file.

3. On the Welcome to the Epicor Utilities Setup wizard, click Next.

4. On the Epicor Utilities Setup dialog, click the Install Administration Console
button to start the installation.

5. On the Welcome dialog, click Next.

6. On the Confirm Installation dialog, click Next. The files are installed.

7. When the installation is complete, click Close.

The Epicor Administration Console is now installed.

7.2 Configure Windows Admin Workstation (64-bit Only)

If you installed the 64-bit versions of OpenEdge and the Epicor 9.05 application, you
must use these steps to configure the Windows Admin Workstation. These steps can be
run on a client or server machine, but they cannot be run on a server that already has a
64-bit version of OpenEdge installed.

Note! The 32-bit and 64-bit OpenEdge Software cannot be located on the same
machine.

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Note! If you are installing the Admin Tools and Schema Change shortcuts from the
client workstation onto a Client Server Admin machine, you must also
download and install either the Native Client 9 ODBC driver or Native Client
10 ODBC driver, based on your database type. The installation of this ODBC
driver is required for the client to communicate with the database.

Verify SQL 2008 Installation

Use these steps to verify you have installed SQL 2008 on your Windows Admin
Workstation.

1. Verify you have installed the 32-bit SQL 2008 on your 32-bit Windows Admin
Workstation. Use the instructions that came with SQL 2008 to install SQL 2008.

2. Verify you have installed any Microsoft service pack and patch updates related to
SQL 2008.

Install ODBC Driver - Native Client 9 (SQL Unicode only)

If you use SQL Unicode, use these steps to download and install the 32-bit Native
Client 9 ODBC driver.

1. Go to the Microsoft Download website.

Note! You can download the 32-bit SQL Native Client 9 from the Microsoft
Download Center. The 32-bit SQL Native Client is in a Feature Pack for
Microsoft SQL Server 2005. The link is:
http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=df0ba5aa-
b4bd-4705-aa0a-b477ba72a9cb

2. In the Feature Pack for Microsoft SQL Server 2005, scroll to the download link for
Microsoft 32-bit SQL Server Native Client.

3. Download the 32-bit SQL Native Client 9.

4. Install the SQL Native Client 9. Verify that it is installed correctly.

Install ODBC Driver - Native Client 10 (SQL only)

If you use SQL, use these steps to download and install the 32-bit Native Client 10
ODBC driver.

1. Go to the Microsoft Download website.

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Note! You can download the 32-bit SQL Native Client 10 from the Microsoft
Download Center. The 32-bit SQL Native Client is in a Feature Pack for
Microsoft SQL Server 2008. The link is:
http://www.microsoft.com/downloads/details.aspx?FamilyId=C6C3E9EF-BA29-4A43-8D69-
A2BED18FE73C&displaylang=en

2. In the Feature Pack for Microsoft SQL Server 2008, scroll to the download link for
Microsoft 32-bit SQL Server Native Client.

3. Download the 32-bit SQL Native Client 10.

4. Install the 32-bit SQL Native Client 10. Verify that it is installed correctly.

Install Progress OpenEdge

1. Verify that your machine does not have a 64-bit version of OpenEdge installed.

2. Install the 32-bit version of Progress OpenEdge 10.2.A. See the Install Progress
OpenEdge 10.2A section of this document for instructions.

3. Apply the 32-bit version of Progress OpenEdge 10.2.A Service Pack. See the
Install Progress OpenEdge 10.2A Service Pack section of this document for
instructions.

4. Apply the 32-bit version of Progress OpenEdge 10.2.A Hot Fix. See the Install
Progress OpenEdge 10.2A Hot Fix section of this document for instructions.

Install Epicor 9.05 Client

1. Install the Epicor 9.05 Client. See the Install the Epicor 9.05 Client section of this
document for instructions. You must complete all the steps in that section.

Note! During the installation, if this Windows Admin Workstation machine is where
you plan to run the Epicor Admin Tools and Epicor Schema Changes, be sure
to select the following check boxes to create the shortcuts: Epicor Admin
Console and Epicor Schema Change.

Note! During the installation, if this Windows Admin Workstation machine will also
be used as a normal Epicor 9.05 client machine, you have the option of also
selecting the following check boxes to create additional shortcuts: Epicor 9.05
and Epicor 9.05 MES.

Create ODBC Connection for Native Client 10 (SQL only)

For a SQL database, an ODBC Connection using Native Client 10 is automatically


configured with the client installation. No additional steps are required.

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Create ODBC Connection for Native Client 9 (SQL Unicode only)

For a SQL Unicode database only, use these steps to create an ODBC connection using
the Native Client 9 driver. A connection using Native Client 9 must be created due to
incompatibilities with Progress, SQL Unicode and the Native Client 10.0 driver.

1. Navigate to Start - Control Panel - Administrative Tools.

2. Select Data Sources (ODBC).

3. Click on the System DSN tab.

4. Select and remove any Epicor 905 system data sources that exist. For example,
select and click Remove for the Epicor905, EpicorTrain905, EpicorPilot905, and
EpicorTest905.

5. To create a new connection, click the Add button.

6. Select the driver for which you want to set up a data base. Click Finish.

7. On the Create a New Data Source to SQL Server dialog, enter the following:

- Name. Enter Epicor905 as the data source name.


- Description. Enter Epicor905 as the data source description.
- Server. Use the drop-down list to select the SQL Server that has the Epicor905
database.
- Click Next.

8. Review the authenticity of the login ID information. Click Next.

9. Select the Change the default database to: check box. Use the drop-down list to
select the database name. Click Next.

10. Click Finish.

11. Review the New ODBC Source configuration information. Click OK.

12. Repeat the above steps to create new connections for any additional databases. For
example, create connections for EpicorTrain905, EpicorPilot905, and
EpicorTest905.

13. Click OK to exit the Data Source (ODBC) program.

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8. Install the Epicor 9.05 Client

Use the following instructions to install the Epicor 9.05 client on your workstation.

8.1 Before You Start

Use the following instructions before you install the client.

1. Verify you have Internet Explorer version 6 (or greater) installed on each
workstation.

2. Be sure to log in as the Local Administrator on the client workstation.

8.2 Install Microsoft Tools: .NET 3.5 and WSE or WCF Runtime

Use the following steps to download and install Microsoft tools, such as .NET and
either WSE (Web Services Enhancements) or WCF (Windows Communication
Foundation) from the Microsoft Download Center website. Note that WCF is included
as part of the base .NET 3.5 framework.

Note! Review your decision to install either WSE or WCF which you determined
during a Pre-Installation step.

1. Click the following link to go to the Microsoft Download Center to Download


Microsoft .NET 3.5. (The link ishttp://www.microsoft.com/downloads/
details.aspx?displaylang=en&FamilyID=ab99342f-5d1a-413d-8319-
81da479ab0d7

- Download the latest version of Microsoft .NET 3.5 to your workstation.


- Use the instructions provided on the website to guide you through the
installation process.
Note! The .NET 3.5 installation includes the .NET Service Pack when you download
.NET 3.5 from the Microsoft Download Center website.

2. If you want to install WSE, click the following link to go to the Microsoft
Download Center to Download Web Services Enhancements (WSE) 3.0 Runtime.
(The link is http://www.microsoft.com/downloads/
details.aspx?FamilyID=1F445589-818A-4E7B-B49B-
FFE9393E4D0A&displaylang=en).

- Download the latest version of Microsoft Web Services Enhancements (WSE)


3.0 Runtime to your server and Windows Admin workstation.
- Use the instructions provided on the website to guide you through the
installation process.

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8.3 Install Epicor 9.05 Client Software

Use the following instructions to start the client installation. New customers or existing
customers who are adding a new client workstation should use the following
instructions to install the Epicor 9.05 client.

1. On the client workstation, use Windows Explorer to navigate to the server where
Epicor 9.05 was just installed.

2. Go to the Epicor905 folder. Double-click to run the Epicor9Client.msi file.

3. The Epicor 9.05 Client Setup menu opens. Click Install Epicor 9.05 Client
Software.

4. The Welcome window appears for installing the client software. Click Next.

5. The Destination Folder window appears. Specify the Client Destination and the
Server Share Location path.

- For the Client Destination, click Browse to navigate to a destination folder. For
example, you can use C:\Program Files\Epicor Software\Epicor905.
- For the Server Share Location, use \\<servername>\Epicor905, where
<servername> is the machine name where the server installation was done.
Click Next.

6. The Shortcut Creation window appears. Select the Create Desktop Icons check
box to create the following shortcut icons on your client desktop.

- Epicor 9.05: Select this checkbox to run your Epicor 9.05 database from this
workstation.
- Epicor 9.05 MES: Select this checkbox to run the Data Collection programs
from this workstation.

7. On that same window, you can also select the following check boxes to create
icons in your program menu:

* Create Training Icons: Select this checkbox for training icons that can access
the training database.
* Create Test Icons: Select this checkbox for test icons that can access the test
database.
* Create Pilot Icons: Select this checkbox for pilot icons that can access the pilot
database.

8. Click Next.

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9. The Ready to Install the Application window appears. Click Next.

10. When finished, click Finish to complete.

11. If prompted, reboot the workstation at this time.

8.4 Install Crystal Reports 2008 Runtime

Use the following steps to install Crystal Reports 2008 Runtime on your client. You can
also use these steps to install Crystal Reports 2008 Runtime on your server or Windows
Admin workstation if you plan to print Crystal Reports forms from your server or
Windows Admin workstation.

Note! You cannot install both Crystal Reports 2008 Runtime and Crystal Reports
2008 Developer on the same client.

1. Log on to EPICweb and go to the Customer Portal Page. Navigate to Support >
Epicor 9 > Downloads.

Note! You can use this link: https://epicweb.epicor.com/Support/epicor9/Downloads

2. Navigate to Epicor 9 > Version 9.05.600 > Third Party Products > Crystal.

3. Download the latest Crystal 2008 Runtime file. For example, download
Crystal_2008_03_Runtime.zip.

4. Navigate to the downloaded file. Open the .zip file and extract the contents.

5. Double-click to run the EXE file. For example, run the


CRRuntime_12_3_mlb.exe file.

6. The Welcome window appears for Crystal Reports 2008 Runtime. Click Next.

7. Review the license agreement information. Select I accept the License


Agreement. Click Next.

8. Specify the folder for the installation of Crystal Reports 2008 .Net Runtime, and
select Everyone as the user of the computer. Click Next.

9. When prompted for the Product ID, do the following:

- Using a text editor, open the License Key.txt file that was extracted in a previous
step.
- Copy the text and paste it into the Product ID field.
- Click Next.

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10. If prompted, confirm the installation. Click Next.

11. The installation proceeds. When it is finished, click Finish.

8.5 Copy Shortcuts for All Users

Use these steps to make the shortcuts available on the Start menu for all users.

1. Go to the location where your system is installed. For example: C:\Documents and
Settings\<user>\Start Menu\Programs\Epicor Software.

2. Copy the Epicor905 folder.

3. Go to one of the following locations, based on your operating system:

* Windows 2003/ Windows XP: Documents and Settings\All Users\Start


Menu\Programs\Epicor Software
* Windows 2008/ Windows 7/ Vista: Users\Public\Start Menu\Programs\Epicor
Software

4. Paste the Epicor905 folder.

9. Post-Installation Steps on the Server

Use the following instructions to set-up your server after installation.

9.1 Update Basic Parameter File Settings

Use these steps to improve database performance if you have more than 4 GB RAM on
the server where your Epicor application is installed.

1. On the server where your Epicor application is installed, navigate to the


Server\Config folder.

2. With a text editor, open the parameter file for the database you want to configure.
The available parameter files include:

- Mfgsys.pf
- MfgTrain.pf
- MfgTest.pf
- MfgPilot.pf

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3. Find the -Bt 4096 parameter entry. Increase the 4096 to a higher number based on
the amount of memory available. For example, if you have 8 GB of RAM available
on the server, increase the number to 8192.

4. Save the file.

9.2 Establish Security for Progress AppServer

Use the following instructions to setup security and allow necessary privileges for the
Progress AppServer software. These instructions can be used anytime, not just after
installation, to keep your company’s security requirements current.

Establishing an administrative account

1. Create an account, or use an existing account, as an administrator. The account can


be local (only to the server) or a domain account (usable anywhere).

2. Verify that the account has administrative rights on the server where Progress
OpenEdge 10 is installed.

Establishing Local Security Policy

Use the following instructions to establish the local security policy.

1. Using the admin logon account specified above, select Control Panel —
Administrative Tools — Local Security Policy.

2. On the left pane, select Local Policy — User Rights Assignment.

3. In the right panel, double-click each of the following Policies, and add the domain
User Account of the user or group with system administrative rights for the server.
You will connect these accounts through Progress Explorer.

- Act as part of the operating system

- Adjust memory of quotas for a process

- Create a token object

- Create permanent shared objects

- Log on as a batch job

- Log on as a service

- Replace a process level token

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Establishing the AdminService Setting

Use the following instructions to establish the AdminService setting.

1. Use the Progress Explorer Tool or OpenEdge Explorer Tool to verify that your
appservers and databases are not running.

2. Using the admin logon account specified above, select Control Panel —
Administrative Tools —Services.

3. Verify that the AdminService is stopped. To do this, right-click AdminService for


OpenEdge 10.2A and select Stop if the service is running.

4. To set up the service account, right-click AdminService for OpenEdge 10.2A and
select Properties.

5. In the Log On section, click This Account, and specify the same user or group as
with the Local Security Policy settings. Again, the user or group must have
administrative rights for the whole server.

6. Click OK. Then exit the Services window.

7. Click Start to start the service.

9.3 Upgrade to Service Connect 9.05

If you use Epicor Service Connect, you must upgrade to the latest version. Use the
following instructions to upgrade to the latest version of Service Connect, such as
Service Connect 9.05.

1. Go to the directory where your system is installed.

2. Run the runtime version of Service Connect 9.05.

3. Test your system to verify that Service Connect works successfully.

9.4 Upgrade to Epicor Portal 9.05

If you use Epicor Portal, you must upgrade to the latest version. Use the following
instructions to upgrade to the latest Epicor Portal version, such as Epicor Portal 9.05.

1. Locate the Epicor Portal 9.05 Installation Guide. Click this link to access
EPICweb: https://epicweb.epicor.com/Support/epicor9/Downloads

2. Complete the instructions to upgrade your portal installation. Be sure to install any
Epicor Portal service packs after the portal installation.

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3. Test your system to verify that Epicor Portal works successfully.

9.5 Setup Full-Text Searching on MS SQL Server

To emulate the Progress database engine on Microsoft SQL Server, the need for
keyword searches on certain fields is required. However, SQL Server does not allow
the same, less featured, quicker searches that Progress natively allows. In order to fulfill
this need, you are required to use the more fully featured and resource-intensive
Microsoft Search Service.

The Microsoft Search Service uses Full-Text Catalogs to perform word searches on
specific fields in the database. The 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. Full-Text
Catalogs must be “refreshed” on a periodic basis for them to reflect current data. The
following information reviews the approach to keeping these Catalogs up-to-date while
minimizing the impact of the refresh process on the overall server performance.

Review the Process - Building Full-Text Catalogs

Populating Full-Text Catalogs requires a great deal of processing power and substantial
writes to the Disk subsystem on the server. Due to this, you benefit greatly from
moving the catalogs to separate disks to avoid contention for the disk when writing the
catalogs. More than one Catalog being built onto a disk results in Catalogs competing
for space. The server’s resources will dictate how well you can avoid this bottleneck.

Another variable in the creation of the Catalogs is the ‘Noise’ files used. Noise files
contain any words or characters to be skipped in the creation of the Catalogs. Since our
description fields largely do not contain actual text, the noise files are blank since this
allows searching on most everything. The noise file feature is targeted more at the
evaluation of text where there are many filler words that are unimportant for searching.

SQL Server allows two “refresh” options: Full Population which refreshes the entire
catalog from the metadata in the database; and Incremental Population which
refreshes only the parts that have been changed. Results vary based on the placement
of the catalogs on the disks, server resources, and the number of changes. However,
Incremental populations take on average about one-third the time of Full populations.

Since populating (refreshing) the Catalogs is done on a regular basis and since the
process can be intensive, optimizing performance is an important part of optimizing the
overall database server.

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Post-Installation Steps on the Server

Starting the MS SQL Search Service

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

2. Confirm that the following Services are set:

* SQLServer Started Automatic


* SQLServerAgent Started Automatic
* SQLServer FullText Search Started Automatic
For any services that are not started, start the service and change the startup
configuration if needed.

3. You may need to register a new SQL Server. To do this, open SQL Server
Management Studio. Register the server by selecting SQL Server Group. Right-
click and choose New SQL Server Registration. Follow the prompts to set this up.

Enabling Full-Text Search for Your Database

After starting the MS Search Service, you need to enable the full-text searching on the
specific database.

1. In SQL Server Management Studio, right-click on the database that you want to
enable full text searching and select Properties.

2. In the Select a page section on the left side, select the Files option. Select the Use
full-text indexing check box. Click OK.

Defining the Catalogs

After enabling full-text search on the database, you need to you need to enable the full-
text searching on the specific database, tables, and columns. To do this, you need to
define the Catalogs.

The Catalogs are separate files, so you need to determine where to place the files. For
performance reasons, locating the Catalogs on separate drives avoids contention for
disk resources during the regular populations of the Catalogs. Consider this, along with
the times that you will run the jobs. If you choose to change the locations, you need to
perform step 6 in the following steps to drop the catalogs then you can re-edit the scripts
and jobs to reflect the new strategy.

Note! The MSSQL Full Text scripts are available in the following folder: C:\:Program
Files\Epicor Software\Epicor905\server\sql.

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1. At the server, use Windows Explorer to navigate to the batch file


CatalogDirCreate.bat. This file is located in C:\Program Files\Epicor
Software\Epicor905\server\sql. (All SQL scripts are located in this path.).

Note! By default, the CatalogDirCreate.bat file is configured to use Drive E:. If you
want to change the location from E:, right-click on the file, and edit it in a text
editor to specify a different drive. For example, on the first line of execution
code, change the e: to d: to specify the D: drive. Save and close the file.

2. Double-click to run the file. This batch file places the Catalogs on the E: drive and
in the single folder called FullTextCatalogs. If you prefer to place some Catalogs
on a different drive to improve performance, edit this batch file or create the
folders manually.

3. Open Query Analyzer and connect to the MSSQL Server running the Epicor905
database. Open the following script file: FullTextCatalogCreate.sql.

4. Review each catalog ‘create’ statement for each Catalog to verify the drive path.
For example, in the custxprt catalog, the ‘create’ statement looks similar to the
following:

* sp_fulltext_catalog 'custxprt', 'create','e:\fulltextcatalogs\custxprt'


The above statement locates the Catalog on the E: drive in the
fulltextcatalogs\custxprt folder. If you changed the drive path in the
CatalogDirCreate.bat file, you must edit this statement to reflect the physical
path on the server to the folders created when the bat file was run. Catalogs can
only be created on hard drives on the server, not on tapes or network drives.

After editing the FullTextCatalogCreate.sql script, save the changes and keep for
future needs.

5. Run the script from the Query Analyzer, the results window should read ‘Query
batch completed’ at the bottom of the window when completed. Confirm that the
catalogs are created by opening SQL Server Management Studio then your server,
‘Databases’. Choose the Epicor905 Database, then drill down to ‘Full-Text
Catalogs.’ All 32 Catalogs should appear in this list. You may need to ‘Refresh the
display or open and close SQL Server Management Studio to get it to reflect the
new Catalogs.

6. This is an optional step to change location. To drop the existing metadata and
Catalogs, run the FullTextCatalogDrop.sql script in the Query Analyzer. After this
step, you will need to perform the above steps in the previous “Starting the MS
Search Service” section again to re-setup the Catalogs.

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Changing Database Schema

In order to run the Incremental population, the tables with the column used in a Full-
Text population must contain a “timestamp’ column. The SQL Server can use this
column to determine whether columns have been changed since the last Refresh.

1. Back up your MSSQL database before proceeding.

2. In the Query Analyzer, from the File menu, select Open - File. Select and run the
FullTextSchemaChange.sql script. This script adds the Timestamp field to each
of the tables to allow MSSQL Server to know whether a record has changed since
the last population.

Note! If the “timestamp” column already exists in a table, due to a previous script run,
the message “Column name in each table must be unique” is displayed in the
Results pane. This message lets you know that the “timestamp” field has already
been successfully added to the table.

Initial Population of Catalogs

At this point, the MSSQL Server database is prepared and the Catalogs are created. You
now need to add data. You do this by initially fully populating them.

1. Return to the Query Analyzer. From the File menu, select Open - File. Select and
run the FullTextCatalogFullPop.sql script to perform a Full population of the
database. This may take a few minutes to several hours depending on the size of
your database and the speed of your server. This step needs to be run only once.

When running the this initial population of the catalogs, you can use the Windows
Task Manager to help you determine when the populations have completed. To do
this, open the Windows Task Manager and click on the Performance tab. Review
your CPU usage. Once your CPU usage returns to a less utilitized status, then the
Catalog Initial Population should be complete.

2. To test that the Catalogs have been populated, log onto the Epicor application.
Check that the keyword searches function is based on the data currently in your
database. The preferred testing method is to use the Where Part Description
Contains field for the Part Search component.

If your search returns appropriate data, then your Full-Text configuration is complete.

Verifying that the MSSQL Server Agent is Running

The MSSQL Server Agent is an optional service that must be started and set to Auto-
start with the MSSQL Server engine service.

1. Verify that in the above section “Starting the MS Search Service” you confirmed
that certain services were running and configured, including MSSQLServerAgent.

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2. Navigate to Start — Control Panel — Administration Tools — Services.


Verify the following services are started:

* MSSQL Server
* MSSQL Server Agent

3. Close the Services program.

Setting Up the Catalogs to Update Incrementally

After you have finished the initial population of your full-text catalogs, you may want
to set your catalogs to be updated incrementally so they reflect the most current
information. Each Full-Text enabled column has been split into its own separate
Catalog to allow the flexibility of being run independently. Certain Catalogs will not be
changed often enough to warrant running the refresh jobs on a daily basis (such as
langorg). Use the following steps to configure an incremental schedule.

1. Log into Microsoft SQL Server Management Studio. Expand the SQL Server
Agent.

2. Right-click the Jobs folder and select New Job.

3. On the General page, enter a name for the schedule. For the category, select Full-
Text. Enter a brief description of the schedule task.

4. Select the Steps page. Click the New button. Enter the name for the step. Verify
that Transact-SQL script (TSQL) type is selected. Select the database on which
you want this job to run. Click Open.

5. Select the FullTextIncremental.sql script. Click Open. You should see the
contents of the script displayed in the window. Verify that the USE statement
contains the name of your database. Click OK.

6. Select the Schedules page. Click the New button.

7. Enter the desired days and times you want the schedule to run. Click OK. Click
OK on the Job Properties window.

You have now configured your catalogs to be incremented automatically on a schedule.

Testing Server Impact for each Job

After building the full-text catalogs and setting up the schedule, each Administrator
should review the overall impact of the process and determine a strategy to balance
timeliness and server performance. To do this:

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1. At the server, go to Start - Control Panel - Administrative Tools and open the
Performance program. Right-click on the Counter column and select Add
Counters. For Performance Object: Processor, add % Processor Time. For
Performance Object: Memory, add Pages/sec.

2. Run each job individually.

3. In the Performance monitor, review the Processor and Memory values and verify
that they are low enough to see the effect of the populations, such as Processor
Time: 25% or under and Pages/sec: 10 or under. Note that this process may need
to be the only activity running against the server in order to view the real effect.

4. You can also confirm the current status of the Catalog using Enterprise Manager -
Databases - Manufacturing - Full-Text Catalogs. The listing of the Catalogs with
their ‘Status’ and ‘Last Population’ are included. Note that this screen does not
refresh easily.

You can also run ‘sp_help_Fulltext_Catalogs’ in the Query Analyzer to determine


the current status. See the BOL (SQL Server books online) for detail.

5. Adjust the individual schedules of the Catalog Refreshes to optimize timeliness


and server performance.

10. Prepare Your Database for Epicor 9.05

Use the following instructions to prepare your database prior to logging in the first time.
If you are an existing Epicor 9 / Vantage / Vista customer, you must complete this entire
section.

Note! If you are an existing customer upgrading from a 32-bit platform to a 64-bit
platform, no special database preparation is necessary. As with a normal
upgrade, you must complete this entire “Prepare Your Database” section.

If you use SQL and you are a new customer installing the Epicor 9.05 application for
the first time, you must complete the following sub-sections:

* “Restore Schema Holders” in Convert Your Database, Add Epicor and


Application Server Connections, Import License Codes, Add Company

10.1 Convert Your Database

Use these instructions to convert your database from 9.04.50x to Epicor 9.05 for
compatibility with the Epicor 9.05 application.

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Pre-Conversion Tasks

1. For SQL installations, verify that you have SQL and Progress installed on any
machine where Epicor Admin Tools is installed.

2. For SQL installations, verify that the following steps are completed on the same
server as where your SQL database is located. The Epicor 9.05 Schema Change
process cannot be executed remotely.

3. If your database and Appservers are running, use the Progress Explorer Tool or
OpenEdge Explorer Tool to stop the following functions in order:

* Stop the Appservers.


* Stop the OpenEdge database.

4. On the server, log in as the Local Administrator.

5. Navigate to the Microsoft SQL Server Management Studio.

6. Detach the Epicor904 database.

7. Place a copy of the Epicor904 database on the Epicor 9.05 test server.

8. In the Management Studio, delete the existing Epicor 905 Database.

9. In the Management Studio, attach your copied Epicor904 database as Epicor 905.

Restore Schema Holders

1. If your database and Appservers are running, use the Progress Explorer Tool or
OpenEdge Explorer Tool to stop the following functions in order:

* Stop the Appservers.


* Stop the OpenEdge database.

2. Navigate to Start > Programs > OpenEdge 10.2A > Proenv.

3. Go to the folder where your schema holder is located. For example, go to the
\Epicor905\db\newdb folder.

4. To restore the schema holder backup file, at the prompt type one of the following
commands, based on your environment:

- SQL (32 bit): prorest mfgsyssh mfgsyssh32.bkup


- SQL (64 bit): prorest mfgsyssh mfgsyssh64.bkup

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- SQL Unicode (32 bit): prorest mfgsyssh mfgsyssh32U.bkup


- SQL Unicode (64 bit): prorest mfgsyssh mfgsysshU64.bkup

5. Exit the ProEnv Utility.

Run Schema Change

1. Use the Progress Explorer Tool or OpenEdge Explorer Tool to start the databases
which you will be converting to the Epicor 9.05 level.

2. Open the Epicor Schema Change program. To do this, navigate to Start >
Programs > Epicor Software > Epicor 9.05 > Epicor Schema Change icon for
the appropriate database.

Note! If prompted with a message that it is unable to open message file: PROMSGS,
click OK to the message. Then, you need to edit the Shortcut properties. To do
this, right-click on the icon and select Properties. In the Target field, locate the
part of the path that says “server\config\epicor905.ini” and add a “\” character
before that part of the path. For example, it should look like:
“\server\config\epicor905.ini”. Note that there needs to be a “\” before the word
‘server’. Do not change the rest of the target path.

3. The Schema Change Required window appears. In the Password field, enter
CHANGESCHEMA. Click Continue.

Note! The automated SQL database conversion may take longer than normal because
it now more fully accommodates the upgrade to SQL 2008.

4. The Finish window appears. Click OK.

10.2 Add Epicor and Application Server Connections

Use the following steps to use the Epicor Administration Console to add and then
connect to the Epicor and application servers.

1. Use the Progress Explorer Tool or OpenEdge Explorer Tool to verify that your
Epicor database and main AppServer are running.

2. Login to the Epicor Administration Console. To do this, select Start > Programs
> Epicor Software > Epicor Administrative Tools > Epicor Administration
Console.

Note! You may be prompted to update your Microsoft Management Console (MMC)
to version 3.0 or later. See the Microsoft MMC 3.0 download site for more
information.

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3. Right-click on the Server Management node. Select Add Epicor Server.

4. Enter the Name of the server.

5. Click Ping Server. Click OK to confirm that the server was located.

6. Click OK to add the Epicor Server.

7. Right-click the Epicor Server you just added. Select Add Application Server.

8. Select New Application Server Properties, including the following:

- Name. Enter the name of the application server.


- Port Number. Enter the identifier of the port to which you are connecting.
- User Name. Enter a valid user name to log into the Epicor database.
- Password. Enter a valid password to login to the Epicor database.

9. Click Test Connection. Click OK to confirm the connection.

10. Right-click on the Application Server you just added. Select Connect to
Application Server.

Note! If you are a new customer, a User Name called “Manager” is created when you
connect to the Application server for the first time.

The Epicor and application servers should now be configured.

10.3 Import License Codes

Use the following steps to import your Epicor 9.05 application license codes.

1. In the Epicor Administration Console, right-click on the Licensing node. Select


Import License File.

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

3. Double-click on the licensing code to open it. The Properties dialog opens.

4. Click the Modules tab. Select the check box for each module you want enabled.

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.

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5. Click OK.

10.4 Add Company

If you are a new customer, you must create a company. If you are an existing Vantage/
Vista customer, you have already configured your companies and you do not need to
complete this step, unless you want to add a new company.

1. In the Epicor Administration Console, right-click the Companies node. Select


Add Company.

2. In the Add Company dialog, specify your company information.

3. To assign a Serial Number to the new company, click the browse button to search
for a list of serial numbers. Highlight the appropriate serial number to select it.
Click OK.

4. Click OK to save the information.

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

10.5 Run Data Conversions

Use these steps to run the data conversions on your Epicor 9.05 application.

Set Epicor Admin Tools PROPATH

Use these steps to set the Epicor Admin Tools PROPATH prior to running the
conversions.

1. Locate the Epicor905.ini file. In a standard installation, it is located in the


following directory: ...\Epicor905\Server\Config.

2. Using Notepad, open the Epicor905.ini file. Locate the line that starts with
'PROPATH='.

3. In the PROPATH line, locate '\BPMExec'. Immediately following '\BPMExec',


add one of the following folders, based on your databfase: \LiveBPM, \PilotBPM,
\TestBPM or \TrainingBPM.

For example, here is the line BEFORE you make the change:

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PROPATH=.,C:\Program Files\Epicor
Software\Epicor905\Clientserver,C:\Program Files\Epicor
Software\Epicor905\Server,C:\Program Files\Epicor
Software\Epicor905\BPMExec,C:\Program Files\Epicor
Software\Epicor905,c:\program files\epicor\oe102a\gui,c:\program
files\epicor\oe102a,c:\program files\epicor\oe102a\bin

And here is the line AFTER you make the change:

PROPATH=.,C:\Program Files\Epicor
Software\Epicor905\Clientserver,C:\Program Files\Epicor
Software\Epicor905\Server,C:\Program Files\Epicor
Software\Epicor905\BPMExec\LiveBPM,C:\Program Files\Epicor
Software\Epicor905,c:\program files\epicor\oe102a\gui,c:\program
files\epicor\oe102a,c:\program files\epicor\oe102a\bin

4. Save the Epicor905.ini file.

Run the Conversions

1. Open the Epicor Admin Tools program. To do this, navigate to Start > Programs
> Epicor Software > Epicor 9.05 > Epicor Admin Tools.

Note! If prompted with a message that it is unable to open message file: PROMSGS,
click OK to the message. Then, you need to edit the Shortcut properties. To do
this, right-click on the icon and select Properties. In the Target field, locate the
part of the path that says “server\config\epicor905.ini” and add a “\” character
before that part of the path. For example, it should look like:
“\server\config\epicor905.ini”. Verify that there is a “\” character before the
word ‘server’. Do not change the rest of the target path.

2. You are prompted that conversions need to run. Click OK to start the conversions.

3. When the conversions are completed, close Epicor Admin Tools.

10.6 Stop and Start Database and App Servers

Use these steps to stop and start the database and App servers. It is strongly
recommended that you complete these steps after running the automatic data
conversions.

1. Use the Progress Explorer Tool or OpenEdge Explorer Tool to stop the following
functions in order:

* Stop the Appservers.


* Stop the OpenEdge database.

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Log in the First Time

2. Use the Progress Explorer Tool or OpenEdge Explorer Tool to start the following
functions in order:

* Start the OpenEdge database.


* Start the Appservers.

11. Log in the First Time

Use the following steps to verify and test your Epicor 9.05 application upgrades the first
time you log in.

Note! If you are a new customer, you only complete the “Set Up System Agent for
Printing” steps. All other steps can be ignored.

11.1 Import Posting (Booking) Rules for Extended Rules

Use these steps to import your posting rules if you use Extended Rules. If you only use
standard rules, this step has already been automatically completed for you when you
converted your data.

1. Open the Epicor 9.05 application.

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


Type.

3. From the Actions menu, select Import ACT Type.

4. Click the Input File Name button. Navigate to the Extended posting rules folder.
For example, go to the following:

* Extended rules: \\<servername>\Epicor905\server\PostingRules\Extended

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.

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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! Newly created revisions are automatically set to Active in the current company
only. In other companies, you need to update the status manually. In order to
make changes, your User Id must have access to the company.

10. Click OK to begin the import.

11. You may be prompted with the Book Mapping dialog. Select the book identifier
you previously defined from the Map Book selection list. If you want to map the
selected book identifier to all transaction types, select the Use for all transaction
types check box. Click OK.

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.

11.2 Review Blocked Standard Posting Rules (if any)

Use the following steps to review any standard posting rules that were not updated
during the conversion. If you were not prompted with an Information message during
the conversion, you can skip this step.

1. Get the screen capture of the Information message that you took during the
conversion process.

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

3. Search and select a transaction type that is listed on the Information message.

4. In the Tree View area, select a revision. From the Actions menu, select Change
Log Menu. Review the list of revisions that were added and blocked during the
last conversion process.

5. If a Revision you want is listed as Blocked, you can change it to Active. To do this:

- Click on the Revision to select it.

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- From the Status drop-down list, select Active.


- Click Save from the standard toolbar.

6. Repeat the above step for each Revision listed on the Information message.

Note! If you have multiple companies, the Information message may list the same
blocked transaction type for each company. You must review the blocked
posting rules for each company where you have access.

11.3 Set Up System Agent for Printing

Use the following steps to set up the System Agent for your system to enable printing.

1. Review the paths you specified during the server software installation for the
following locations:

* Destination Location
* Print Folder Destination Location
* Server Share Location

2. Launch your Epicor 9.05 application.

3. Navigate to System Management > Utilities > System Agent.

4. Click Agent ID to search for the system agent identifier.

5. The identifiers are listed. Select SystemTaskAgent. Click OK.

6. In the SystemAppServer section, enter your directory paths. For example:

Directory Description Examples

Server File specifies the local path on the server c:\Program Files\Epicor
to the print directory Software\EpicorData
/usr/epicor/epicordata

Client File specifies the unc path to the print \\<servername>\EpicorData


directory

Client Program specifies the unc path to the server \\<servername>\Epicor905\Server


directory

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11.4 Maintain Your Customizations / Personalizations

Use the following steps to verify and maintain your customizations and
personalizations. Note that the Customization / Personalization Maintenance program
attempts to automatically correct any problems that it encounters during the verification
process.

The verification process checks that each customization includes the following: a valid
customization script, valid custom properties, valid control keys, valid controls that are
located on the form and properly docked, and user-defined controls are added to the
form. It also deletes customization properties that are no longer applied, and cleans up
the grid layout to remove obsolete fields.

1. Launch your Epicor 9.05 application.

2. Navigate to System Management > Utilities > Customization Maintenance.

3. Click the Search icon (binoculars) from the tool bar.

4. Select Customization as the Type and All as the Status.

5. Click Search. The customizations are displayed. Click OK to select all.

6. Click on the Actions menu.

7. Select the Verify All command.

8. You are warned that this process may take several minutes. Click Yes.

9. The verification process reviews the selected personalizations and customizations.


When complete, you are returned to the Customization/Personalization
Maintenance window.

10. Select a customization/personalization you want to review.

11. Click the Warnings tab to review any elements that were not validated. Usually
warnings are caused by properties stored in the customization data that cannot be
applied. Common warnings that you might see include:

- Cannot locate control on form. The key used for the customization is no longer
on the form. This could result from a renamed control or changed EpiGuid.
- Could not set the property. No code exists that sets this property.
- EpiBinding is not valid. Identifies the database field that should be used.
- Invalid Parent Type. Custom control was added to an invalid parent.

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12. Use the Run, Modify, and Show Custom Data features from the Actions menu
to correct the warnings.

13. After fixing a warning, select the row and click Remove Selected Item.

14. Click the Errors tab to review error messages generated by the selected program.
Usually errors are caused by problems with the customization script.

15. Use the Run, Modify, and Show Custom Data features from the Actions menu
to correct the errors.

16. After fixing the errors, from the Actions menus, select Verify Customization.

17. Click the Detail tab to verify that the customization has passed validation. If it is
valid, the current manufacturing version is Valid For and Pass is the Status.

18. Repeat these instructions and select Personalization as the Type to verify and
maintain your personalizations, if necessary.

11.5 Test Business Activity Query (BAQ) Calculations

During the Epicor 9.05 installation, unused obsolete fields are automatically deleted.
Obsolete fields that are used in calculations within BAQ are not deleted, but
calculations with obsolete fields no longer work.

1. Review your calculations within any BAQs you want to continue using after
upgrading your system.

2. Launch the online help system.

3. Review the Field and Table Change topic to see which fields have been changed
or removed.

4. Change each BAQ calculation so that it uses current fields.

After you upgrade, your BAQ reports should work since your fields are valid.

11.6 Test Business Activity Manager (BAM) Upgrades

If you use any global alerts that activate procedure (.p) programs, use these steps to
compile these programs using the newly installed Progress 10.2A.

1. Review each BAM event that has a procedure program on your system. Verify that
it still has a valid business reason for being upgraded to the next version.

2. Add Comments within your procedure program, explaining your changes.

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3. Save each BAM event, including the procedure files, in an archive location.

4. Move these BAM events and their procedure files to a new location.

5. If any Epicor 9.05 schema changes affect the procedure program, update the .p
program to reflect the new schema.

6. Compile each procedure program using Progress 10.2A.

7. Test each procedure program for issues.

11.7 Update/Test Business Process Management (BPM) Directives

Use these instructions to update your outdated BPM directives after upgrading and to
identify any that need special attention due to schema changes or other factors.

Note! You must use these steps to properly upgrade your BPM directives. You cannot
just copy the BPM directives in the Epicor905\BPM\bo directory to another
directory. You also cannot keep the BPM directives in the current folder, they
must be properly upgraded to a new location.

1. Navigate to System Management > Business Process Management > General


Operations > Directive Update.

2. From the Actions menu, select Recompile All Outdated Directives. As the
directives are converted and re-compiled, an hour glass is displayed.

3. Upon completion, the compile results are displayed. Any Method Directives that
failed to compile after the conversion are listed.

4. Navigate to System Management > Business Process Management > Setup >
Method Search.

5. Use the Method Directives program to search for any Outdated Directives

6. Open an outdated directive.

7. Click on the Actions menu and select Validate Method.

8. If a directive is outdated, the Pre-Processing, Base Processing and/or Post


Processing sheets display the Outdated icon on each directive's Detail sheet.
Research how to update each outdated directive to make it compatible with Epicor
9.05. This may involve updating your custom 4GL code to reflect the new schema.

9. Repeat these steps for all the outdated directives that you find.

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11.8 Test Custom Code Programs

Use these steps to test any custom code programs that were created and updated for you
by the Epicor Custom Solutions Group.

1. Test your custom code programs.

2. Contact the Epicor Custom Solutions Group if you need other custom code
upgraded. Note that the Epicor Custom Solutions Group requires time to review,
estimate, schedule, and complete the custom solution for you.

11.9 Test System and Repeat Installation

Based on your installation process, you are at one of the following points:

* If you completed the Epicor 9.05 installation in a test environment, you are now
ready to test the installed Epicor 9.05 application in that environment. After
your testing is complete, you must repeat the entire installation in your
production environment.
* If you completed the Epicor 9.05 installation in your production environment,
you are now ready to use the installed Epicor 9.05 application in that
environment.

12. Restore Demonstration Database

Use the following instructions to restore the Epicor 9.05 Demonstration Database, if
desired. The Epicor 9.05 Demonstration Database is released with every Service Pack
and is used with the Embedded Education Courses.

12.1 Download Demonstration Database File

Use the following instructions to download the appropriate Demonstration Database


file based on your database platform. Each *.zip file includes a copy of the
Demonstration Database that can be restored to replace the existing Demonstration
Database.

1. Log on to EPICweb and go to the Customer Portal Page. Navigate to Support >
Epicor 9 > Downloads.

Note! You can use this link: https://epicweb.epicor.com/Support/epicor9/Downloads

2. Navigate to Epicor 9 > Version 9.05.600 > Demonstration Database.

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3. Download the latest Epicor 9.05 Demonstration Database related to this


installation. For example, download the necessary files, based on your
environment:

- Progress (32): Epicor9_Database_905600_Vx_Win32Progress.zip


- Progress (64): Epicor9_Database_905600_Vx_Win64Progress.zip
- SQL (32): Epicor9_Database_905600_Vx_Win32SQL.zip
- SQL (64): Epicor9_Database_905600_Vx_Win64SQL.zip
- SQL Unicode (32): Epicor9_Database_905600_Vx_Win32SqlUnicode.zip
- Linux (32): Epicor9_Database_905600_Vx_Linux32.zip
- Linux (64): Epicor9_Database_905600_Vx_Linux64.zip
- UNIX (32): Epicor9_Database_905600_Vx_Unix32.zip
- UNIX (64 Itanium): Epicor9_Database_905600_Vx_Unix64ia.zip
- UNIX 64 RISC: Epicor9_Database_905600_Vx_Unix64RISC.zip

12.2 Verify Prerequisites

Use the following instructions to verify the prerequisite steps have been completed.

* All Appservers and OpenEdge Databases are stopped.


* Epicor 9.05 Service Pack or Patch has been installed, if available.
* Epicor 9.05 Post-Installation steps have been completed.

12.3 Restore the Demonstration Database - SQL Server

Use the following instructions to restore the Demonstration Database using SQL
Server. These instructions assume you have an EpicorTrain905 database in SQL Server
2008.

1. Go to the location where you downloaded the zipped files.

2. Open the zip file. For example, open


Epicor9_Database_905600_V1_WinxxSQLx.zip file. Extract the
Epicor9_Database_WinxxSQLx.BAK file directly into the C:\Program
Files\Epicor Software\Epicor905\db\Training folder.

3. Navigate to Start > Program > OpenEdge 10.2A > ProEnv. A DOS window
opens.

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4. At the proenv> prompt, type: Prompt and press Enter.

5. Type: cd\ and press Enter.

6. At the c:\> prompt, type:


cd Program Files\Epicor Software\Epicor905\db\Training and press Enter.

7. At the C:\Program Files\Epicor Software\Epicor905\db\Training> prompt, run the


Prorest command. For example, type:
prorest mfgsyssh mfgsyssh and press Enter.

8. At the overwrite message, type Y and press Enter.

9. When the restore is completed, you are returned to the C:\Programs Files\Epicor
Software\Epicor905\db\Training> prompt. Type exit to close the DOS window.

10. At your server, navigate to Start > Programs > Microsoft SQL Server 2008 >
SQL Server Management Studio (SSMS).

11. Within SSMS, verify the Server Type is connected to the database engine.

12. Navigate to the Databases node.

13. Right-click on the EpicorTrain905 database. From the context menu, select Tasks
> Restore > Database. The Database window displays.

14. Click on the General tab. Within the Source for Restore section, select From
Device.

15. Click on the [...] button. The Specify Backup window displays.

16. For the Backup Media option, select File.

17. Click the Add button to locate and select the backup file. This file is:
Epicor9_Database_WinxxSQLx.BAK

18. Click OK twice to complete the selection.

19. Select the check box next to the Backup Name field. This defines the back up set
to restore.

20. Click on the Options tab.

21. Select both the Overwrite the existing database and Leave Database Ready to
use (Restore with Recovery) check boxes.

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22. Verify the Restore Database Files As fields match the correct server directory
paths where the database files currently exist. For example:
* C:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL\Data\
EpicorTrain905.mdf
* C:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL\Data\
EpicorTrain905_log.ldf

23. Click OK.

24. A dialog box displays indicating the database restoration is complete. Click OK.

25. Exit SQL Server Management Studio.

12.4 Import Product Licenses and Enable Modules

Use the following instructions to import the product licenses and enable the modules.

1. Open the Epicor Admin Console. To do this, navigate to Start > Programs >
Epicor Software > Epicor Administrative Tools > Epicor Administration
Console.

2. Login with a valid User ID and Password. Note that the user must have Security
Manager rights. For example, login as manager / manager.

3. Connect to the location of your training environment, such as Epicor Train905.

4. Specify the imported license file for each company. To do this:

- Right-click on Company, such as Epic01, and select Properties.


- Browse and select the license serial number to the imported license file. Click
OK. The file is imported.
- Repeat for each of the other companies, such as Epic02 and Epic03.

5. Enable the modules attached to the imported licenses. To do this:

- From the list, select Licensing.


- Right-click on the license serial number and select Properties.
- Click the Modules tab.
- Select the individual modules to activate, or click Enable all Licensed to select
all the modules. The Enabled check box should be selected for the modules you
want to activate.
- Click OK.

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6. When finished, exit the Epicor Administration Console.

12.5 Restart Database and Main Appserver

Use the following instructions to start the database and main Appserver

1. Use the Progress Explorer Tool or OpenEdge Explorer Tool to start the following
functions in order:

* Start the Database: EpicorTrain905


* Start the Appserver: EpicorTrain905

2. Minimize the Progress Explorer Tool or OpenEdge Explorer Tool. Do not start the
other Appservers yet.

3. Activate your Embedded Education Courses module licenses. To do this, follow


the steps detailed in the previous “License Embedded Education Courses” section.

12.6 Run Manual Conversion

Use the following instructions to run the required manual conversion to reset the
sequence table.

1. Open the Epicor Admin Tools program. To do this, navigate to Start > Programs
> Epicor Software > Epicor 9.05 > Epicor Admin Tools.

2. Login with a valid User ID and Password. Note that the user must have Security
Manager rights. For example, login as manager / manager.

3. Select Run Database Conversion.

4. Scroll down the list of programs to number 5460 called “Re-set DB Sequences”.
Highlight the program to select it.

5. From the Conversion menu, select Run Conversion Program. Click Yes to
confirm.

6. After the conversion finishes, exit Epicor Admin Tools.

12.7 Set Up System Agent for Printing

Use the following instructions to set up your system agent. The paths for the System
Agent, which control report printing, must be reset after a database restore. These
instructions assume your database is set to be the main Mfgsys database directly located
in this folder: C:\Programs Files\Epicor Software\Epicor905\db\Training.

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1. Log into Epicor 9.05. Use the Username and Password of manager/manager.

2. Navigate to System Management > Utilities > System Agent.

3. In the Task AppServer section, change the AppServer URL to AppServerDC://


localhost:9413.

4. In the System AppServer section, change the AppServer URL to AppServerDC:/


/localhost:9411.

5. For the Password, enter manager.

6. For the Server File Directory, enter \\<your machine>\EpicorData. You can
locate your machine name by selecting Properties - Computer Name.

7. For the Client File Directory, enter \\<your machine>\EpicorData.

8. For the Client Program Directory, enter: \\<your machine>\Epicor


Software\Epicor905\Server.

9. Save the System Agent changes. Exit System Agent Maintenance.

10. Close the Epicor 9.05 application.

12.8 Restart Remaining Appservers

Use the following instructions to start the remaining Appservers.

1. Open the Progress Explorer Tool or OpenEdge Explorer Tool. Start the following
Appservers in order:

* EpicorTrain905TaskAgent
* EpicorTrain905ProcessServer

2. Exit the Progress Explorer Tool or OpenEdge Explorer Tool.

12.9 Test Demonstration Database Update

Use the following instructions to verify that the Demonstration Database was properly
updated.

1. Open the Epicor 9.05 application.

2. Log on using your Username and Password.

3. From the Help menu, select About Epicor 9.

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4. Verify that the version has changed to the correct version you installed.

13. Optional Installations and Configurations

Use the following appendices to complete optional installations and configurations.

Appendix A: Configure 64-Bit Environments (If needed)

If you use a 64-bit environment, you must enable the 32-bit version of ASP.NET 2.0 in
the 64-bit environment in order to install and deploy web based products, such as
Epicor Web Access and the Embedded Education courses.

Note! When using a 64-bit server, you may encounter login issues when using Internet
Explorer 64-bit. Epicor Web Access allows users to enter login credentials, but
the application may not start. To resolve this security issue, use Internet
Explorer to add the Epicor Web Access site to the server’s trusted site list.

Windows 2008 64-bit Environment

If you have installed a Windows 2008 (64-bit version) environment, use these steps to
enable the 32-bit version of ASP.NET 2.0 in a Windows 2008 64-bit environment.

1. Go to Internet Information 94Services (IIS) Manager.

2. From the Application Pools node, select DefaultAppPool.

3. From the Action menu, select Advanced Settings.

4. Select the Enable 32-Bit Application check box.

5. Restart the Application Pool.

Windows 2003 64-bit Environment

If you have installed a Windows 2003 (64-bit version) environment and you are running
IIS 6, use these steps to enable the 32-bit version of ASP.NET 2.0 in a Windows 2003
64-bit environment.

1. From the Start menu, select Run. Type cmd and click OK.

2. Type the following command to uninstall all versions of ASP.Net:


%SYSTEMROOT%\Microsoft.NET\Framework64\v2.0.50727\aspnet_regiis -ua

3. Type the following command to enable the 32-bit mode:

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cscript %SYSTEMDRIVE%\inetpub\adminscripts\adsutil.vbs SET W3SVC/AppPools/


Enable32bitAppOnWin64 1

4. Type the following command to install and register the version of ASP.NET 2.0
(32-bit) and to install the script maps at the IIS root and under:
%SYSTEMROOT%\Microsoft.NET\Framework\v2.0.50727\aspnet_regiis -i

5. Run iisreset.

6. Open the Internet Information Services Manager.

7. Expand the server node. Select the Web Service Extensions folder in the tree view.

8. In the WS Extensions window, select ASP.Net v2.0.50727 (32 bit). Verify that the
Allow check box is selected.

9. Expand the Default Web Site node in the tree.

10. If you use Embedded Education Courses, right-click on the EpicorEducation


virtual directory and select Properties.

11. On the Virtual Directory tab, click the Configuration button.

12. Select the application extensions for the .htm and .html extensions. Verify that
they are not pointing to the Framework64 directory.

13. If these extensions are not mapped, you must manually add each one separately.
To add the .htm extension, click Add and enter the following:

- Executable:
C:\WINDOWS\microsoft.net\Framework\v2.0.50727\aspnet_isapi.dll
- Extension: .htm
- Verbs: Select All Verbs.
- Click OK.

14. To add the .html extension, click Add and enter the following:

- Executable:
C:\WINDOWS\microsoft.net\Framework\v2.0.50727\aspnet_isapi.dll
- Extension: .html
- Verbs: Select All Verbs.
- Click OK.

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Appendix B: Install Embedded Education Courses

Use these steps to install and license the embedded Education courses. Using the
embedded courses requires a Windows Server operating system and Microsoft Internet
Information Services (IIS 6 or IIS 7).

Note! Embedded Education Courses must be installed in your training environment,


not in your live production environment.

B.1 Install Embedded Education Courses

Use these steps to install the embedded education courses using the Epicor Education
Course Installer.

1. Go to the directory where your Epicor application is installed. For example, go to


\Epicor Software\Epicor905.

2. Double-click on the EpicorUtilities.exe file.

3. On the Welcome to the Epicor Utilities Setup wizard, click Next.

4. On the Epicor Utilities Setup dialog, click Install Epicor Embedded Education
Courses to open the Epicor Education Course Installer.

Note! You can also open the Epicor Education Course Installer by navigating to the
Epicor Education folder and running the EduCourseInstaller.exe file.

5. Verify that the Epicor 9.05 Education Course Installer program opens. The user
interface looks different based on whether you have Windows Server 2003 or
Windows Server 2008 (or Windows Vista) installed.

6. If you have Windows Server 2008 or Windows Vista installed, you must first
select the following:

* Select the Web Site where you want to install the Education courses. It is
recommended that you select the DefaultWebSite.
* Select the App Pool to use for the Education courses. It is recommended that
you select the DefaultAppPool and then verify that it is set to 32-bit and
Integrated. To verify the settings:
- Open the Internet Information Services Manager (IIS 7).
- In the Connections tree view, select Application Pools.
- In the Application Pools list, select the application pool used by the Epicor
Education virtual directory. For example, select DefaultAppPool.

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- In the Action panel, click on Advanced Settings.


- Verify that Integrated is selected as the Managed Pipeline Mode.
- Verify that Enable 32-Bit Applications is set to True, if your system is a 64-
bit server.
- Click OK to close the dialog and save your changes.
- Close the IIS Management panel.

7. Enter the Alias you want to use to gain access to the courses. The alias is used as
part of the course server URL. Do not use spaces. The default is EpicorEducation.

Note! It is recommended that you record the Alias that you enter. In the next section,
you are required to configure the client by editing the .mfgsys configuration file.
To edit this file, you will need to enter the Alias and the course server URL.

8. Enter the Directory. The directory can be any folder on the server. For example,
if you have a folder on your server where you host Web content, such as
C:\Inetpub\wwwroot, you can install the courses to that folder. If the directory does
not exist, the installer creates it. You can install a new batch of courses to an
existing directory by using the browse button.

9. For the Server Name enter the name of the server where your Epicor application
is installed.

10. Enter the Port used by the AppServer. To find your port number:

- Go to the Config folder on the server where your Epicor application is installed.
For example, go to the Epicor905\client\config folder.
- Open your train.mfgsys file and look at the AppServer node. The port number
should be listed. For example, the default port for the training database is 9011.
Note! The Server Name and Port must point to a training database and not a live
database within your production environment.

11. Enter a valid Epicor application User ID and Password. The course web site uses
this User ID and Password to login to the Training AppServer to verify licensing
information. The default User ID and Password for the Epicor Education database
is manager / manager.

12. Click Create.

Note! If any entries were not valid, a warning icon appears next to the invalid field.
Enter a valid entry in the field and click Create again.

13. After a message displays that the site has been created, close the Epicor Education
Course Installer.

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B.2 Configure Embedded Education Courses Client

Use these steps to configure the embedded education course client.

1. On your client workstation, navigate to the client\config folder.

2. Open the train.mfgsys file in a text editor, such as Notepad.

3. In the <helpSettings> node, edit the following lines:


* Edit the <courseServer uri="" /> line to specify the location where the
education courses are installed. For example, if the courses are installed on a
server named Company1 and the alias is set to EpicorEducation, the line would
be: <courseServer uri="http://Company1/EpicorEducation/" />.
Note! Be sure to use the Alias that you entered and recorded in a previous step when
you ran the EduCourseInstaller program.

* Edit the <helpServer uri="" /> line to specify the location where the help files
are installed. For example, if the help files are installed on a server named
Company1, the line would be: <helpServer uri="//Company1/Help/" />.
Note! If the help files are installed on the deployment server, it is not necessary to edit
the <helpServer uri="" /> line.

- For example, the <helpSettings> node with the edited lines would look similar
to the following:
<helpSettings>
<!-- if you want your htm pages hosted on a separate server than the deployment
files, then you would enter the uri in the helpServer uri attribute -->
<helpServer uri="http://Company1/Help/" />
<courseServer uri="http://Company1/EpicorEducation/" />
<E9EducationKeysServer uri="" />
...
</helpSettings>

B.3 License Embedded Education Courses

Use these steps to license the embedded education courses. License keys are specified
by Education Course module, not Epicor 9.05 modules.

Note! You must retrieve your license information for your embedded courses when
you access the embedded education courses for the first time, and each time a
Service Pack is applied.

1. Open the Epicor 9.05 application.

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2. On the Standard toolbar, click the Education Course button (student with a
graduation cap). The Education Course program opens.

3. From the Actions menu, select one of the following options:

- Load License from file. Choose this option to enter the name of the license file.
- Enter License Keys. Choose this option to manually enter the key if you were
sent a file that contains your license keys. At the file prompt, browse to the file
and open it. Manually copy the license key information from the file into your
database. This step only has to be completed once and it is saved in the
Education database.
- Retrieve the key from EPICweb. Choose this option to download and install
license key information from EPICweb. Log on to EPICweb by entering your
User Id and Password. Click OK. Your EPICweb login information is verified
and then your embedded education course license keys are automatically
installed on your system.
Note! When a Service Pack is applied, the Education database is updated and the
license key information must be re-imported. If courses are delivered with the
service pack, reinstall them in the same location on the server.

4. Click OK to complete the embedded education course setup.

5. To view the Embedded Education Courses, click the Refresh button from the
toolbar in the application. If the refreshed Embedded Education Courses do not
display, you should close and reopen the application.

Appendix C: Install and Deploy Epicor Web Access

Use these steps to install and deploy Epicor Web Access using a Windows 2003 or
Windows 2008 based Internet Information Server (IIS). The Epicor Web Access forms
and components are an optional installation and are required only if Browser-based
access to your Epicor 9.05 environment is desired.

Note! While it is possible to deploy the Epicor Web Access forms on your Windows
based Epicor 9.05 Server, it is not recommended. For optimal performance and
ease of maintenance, a separate Internet Information Server is recommended.

C.1 Install Crystal Reports Runtime and Embedded Server

If you use report generation from Epicor Web Access, you must install Crystal Reports
2008 Runtime and Crystal Reports 2008 Embedded Server.

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Uninstall Previous Versions of Crystal Reports Runtime and Embedded Server

Use the following steps to uninstall any previous version of Crystal Reports Runtime
and Crystal Reports Embedded Server. Do not skip this step.

1. Navigate to Start > Control Panel > Add or Remove Programs.

2. Select Crystal Reports .Net Runtime and click Remove.

3. Select Crystal Reports .Net Embedded Server and click Remove.

4. Verify the uninstallations were completed successfully.

Install Crystal Reports 2008 Runtime

Use the following steps to install the latest version of Crystal 2008 Runtime. This
component must be installed on the web server that is hosting Epicor Web Access.
Crystal Reports 2008 .Net Runtime can be installed on Windows Server 2008.

1. Log on to EPICweb and go to the Customer Portal Page. Navigate to Support >
Epicor 9 > Downloads.

Note! You can use this link: https://epicweb.epicor.com/Support/epicor9/Downloads

2. Navigate to Epicor 9 > Version 9.05.600 > Third Party Products > Crystal.

3. Download the latest Crystal Reports Runtime file from EPICweb to your
workstation. For example: Crystal_2008_03_Runtime.zip.

4. Navigate to the downloaded file. Open the .zip file and extract the contents.

5. Double-click to run the EXE file. For example, run the


CRRuntime_12_3_mlb.exe file.

6. The Welcome window appears for Crystal Reports 2008 Runtime. Click Next.

7. Review the license agreement, and select the I accept the License Agreement
check box. Click Next.

8. Specify the folder for the installation of Crystal Reports 2008 .Net Runtime, and
select Everyone as the user of the computer. Click Next.

9. When prompted for the Product ID, do the following:

- Using a text editor, open the License Key.txt file that was extracted in a previous
step.
- Copy the text and paste it into the Product ID field.

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- Click Next.

10. A confirmation window appears. Click Next to confirm.

11. The installation proceeds. When it is finished, click Finish.

Install Crystal Reports Embedded Server

Use these steps to install the latest version of the Crystal Reports 2008 Embedded
Server on your server. This component can be installed either on the same server as the
Epicor Web Access forms, if Windows 2003 is being used for both Epicor Web Access
and Crystal Reports, or on another server within the trusted domain.

1. If you are upgrading from Crystal XI R2 Embedded (RAS) Server, you must obtain
a new Crystal 2008 Embedded Server license prior to starting the installation.

2. Log on to EPICweb and go to the Customer Portal Page. Navigate to Support >
Epicor 9 > Downloads.

Note! You can use this link: https://epicweb.epicor.com/Support/epicor9/Downloads

3. Navigate to Epicor 9 > Version 9.05.600 > Third Party Products > Crystal.

4. Download the latest Crystal Reports Embedded Server file from EPICweb to your
workstation. For example: Crystal Reports 2008 Embedded Server SP3.zip.

5. Navigate to the downloaded file. Open the .zip file and extract the contents.

6. Move the extracted files to the report server where the file are to be installed.

7. Navigate to the extracted file folder. Double-click the Setup.exe file.

8. The Crystal wizard Welcome window appears. Select the installation language in
the wizard, and review the Installation Guide and Release Notes located in the
extracted files folder.

9. On the Crystal Reports 2008 Embedded Server Edition Setup form., click Next.

10. Review the license statement and select to accept it. Click Next.

11. For the Product Keycode, enter your license key. Click Next.

Note! If you are upgrading from Crystal XI R2 Embedded (RAS) Server, you must
obtain a new Crystal 2008 Embedded Server license prior to starting the
installation.

12. Specify the installation folder. Click Next.

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13. For the Install Type, select the New checkbox.

14. Click Next to confirm to start the installation. A meter displays the progress.

15. When completed, click Close.

16. You need to set the Report Directory of the Cental Configuration Manager. To do
this, do the following:

- Navigate to Start > BusinessObject XI 3.1 > Crystal Report Embedded


Server 2008 > Central Configuration Manager.
- Stop the Report Application Server 12.
- Right-click on Report Application Server 12 and select Properties.
- In the Report Application Server 12 Properties window, select Parameter.
- In Option Type, select Server.
- For the Report Directory enter the value: C:\.
- Restart the Report Application Server 12.
The installation of the Crystal Reports 2008 Embedded Server is complete.

C.2 Configure Forms and Components

The Epicor Web Access forms and components are delivered as part of the Epicor
application server installation. The files are located in the /Epicor Web Access folder
on your server. Use the following steps to configure those forms and components.

1. Go to the /Epicor Web Access folder on your server. It is located at the same
folder level as Administration/Client/Server/Help.

2. Move the entire folder to the Windows 2003 or Windows 2008 Internet
Information Server (IIS) that will host your Epicor Web Access web site.

3. Go to the /Epicor Web Access Utilities 9.0 folder.

4. Double-click the Epicor Web Access Utilities.msi file to run the pre-installation
configuration process.

C.3 Install Epicor Web Access

Use the following steps to complete the installation of your Epicor Web Access Forms.

1. Navigate to Start > Programs > Epicor Software > Epicor Administrative
Tools > Epicor Web Access Utilities > Epicor Web Access Installer.

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Note! To run the Epicor Web Access installer on Server 2008 or Windows 7, you must
launch the installer as an Administrator. To do this, right-click on the Epicor
Web Access Installer icon, and select Run as Administrator from the menu.

2. The Epicor Web Access Installer windows appears. Click Next.

3. The Basic Installer Settings dialog opens. It looks similar to the following:

Enter the following information:

* Web Forms Package: Enter EpicorWebAccessForms.zip which stores the files


that related to web forms such aspx, js, and css.
* Web Services Package: Enter EpicorWebAccessServices.zip which stores the
files that are related web services such as asmx, and dll.
* Optimize Site: Select this check box to improve performance. If selected, the
installer optimizes most of the web service assemblies. If not selected, the
installer installs the web service assemblies in the Bin folder.
Note! Do not select the Optimize Site check box if you have installed Epicor Web
Access on the same server as your Epicor application. Only select this option if
you have installed Epicor Web Access on a different server than your Epicor
application.

Click Next.

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4. The Site Settings dialog opens. It looks similar to the following:

Enter the following information:

* Epicor Web Access Site: Enter your site name.


* Install Path: Enter the directory path where the EWA files will be located. The
final installation directory uses both the Install Path and the Epicor Web Access
Site values. For example, if you enter “EWATest” as your Epicor Web Access
Site, and “C:\temp” as your Install Path, then the final installation path would
be “C:\temp\EWATest”. The Install Path is available for entry for both IIS 6 and
IIS7 environments.
* Web Site: Select the IIS web site where the application will get created. For
example, in IIS, the web site 'Default Web Site' is always available. If you want
to select a different web site, you can create one using the IIS Admin Console.
The Web Site is available only when installing in an IIS 7 environment.
* App Pool: Select the Application Pool that will be used by the Epicor Web
Access application. The drop-down list displays only the application pools that
are set to use Classic Pipeline mode. If the list is empty, click the New button to
create a new application pool that uses a classic pipeline. The App Pool is
available only when installing in an IIS 7 environment.
* Progress Server: Enter the name of your Epicor Progress Application Server
(AppServer).
* AppServer Port: The AppServer port number defaults to 3090. Change this
number to identify your AppServer port. For example, the Appserver port for
the live database is 9001.
* Enable Single Sign On: Select this check box to use Windows authentication
for a single sign on. If it is not successful, it prompts for an EpicorWeb login.
Click Next.

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5. The Reporting Settings dialog opens. It looks similar to the following:

Enter the following information:

* Enable Reporting: Select this check box if you have Crystal 2008 Embedded
Server installed on the same server or on the network. Selection enables the
Report Setting section. Note that this check box is only enabled when a Crystal
2008 Runtime is installed on the server.
* Report Appserver. The Report Appserver defaults to the name of the
webserver. If the Crystal 2008 Embedded Server is installed on a different
server, change this name to identify the name of the server where it is installed.
* Report Monitor Polling for Server (ms): Select the number of milliseconds
for report polling from the web server.
* High Priority Interval For Client (ms): Select the number of milliseconds the
process waits immediately after the report is submitted. When the time is greater
than High Priority Duration for Client time, the process shifts it to Low Priorty
Interval for Client.
* Low Priority Interval For Client (ms): Select the number of milliseconds the
process waits between process after the time specified for the High Priority
Duration for Client is done.
* Auto Purge Older Reports For Server (days): Select the number of days the
report is available before it is automatically delete from the server.
* High Priority Duration for Client (ms): Select the number of milliseconds for
the duration time that the reports check for new reports. This setting is similar
to the System Monitor in the Win Client. When the duration times out, it sets it
to Low Priority Interval For Client.

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* NLB Report Repository: Specify the NLB (Network Load Balancing) report
repository location. This location is a shared repository that can be accessed by
other EWA installations. This is an optional field.
Click Next.

6. The Summary dialog opens. Review the information. Click Finish. The Epicor
Web Access installation proceeds.

7. To verify that the installation was successful, in Windows Explorer enter the
Epicor Web Access URL.

For example, enter http://<your server>/<your site name>/default.aspx where


<your server> is the name you specified as your Progress server and <your site
name> is the name you specified as your Epicor Web Access Site.

8. If your Epicor Web Access installed successfully, a window similar to the


following should appear:

9. Enter a valid User ID and Password that you use to log into your Epicor
application. This sign-in consumes a user license.

Note! If you want to use a Time and Expense (TE) or Customer Relationship
Management (CRM) license, go to the login page using the following URLs
respectively: http://<your server>/<your site name>/
default.aspx?LicenseType=TE or http://<your server>/<your site name>/
default.aspx?LicenseType=CRM. During deployment of EWA, direct users
of TE and CRM license types to set up browser favorites using the appropriate
style of URL.

10. Click Login.

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C.4 Deploy Epicor Web Access

Use these steps to deploy Epicor Web Access. The delivered web forms are generated
at the same version as the Epicor application software deployed in the release. The Web
Menu includes the forms that are available for Epicor Web Access.

1. Epicor Web Access includes the majority of the Epicor application forms, with a
few exceptions of the drag-and-drop scheduling forms and most of the system
setup forms. Review the form exceptions, which include:

- Job Scheduling Board


- Multi Resource Scheduling Board
- Resource Scheduling Board
- Business Activity Query Designer
- BPM Method and Data Directive Maintenance
- Financial Report Designer
- Menu and Security Maintenance
- Mobile, Customer and Supplier Connect Maintenance
- Translation Maintenance
- System Agent
- W2 Processing

2. Determine if you need further control over web forms that you need to exclude
from Epicor Web Access. To exclude a form, use Menu Maintenance (using the
Epicor Smart Client) and on the Security sheet, select the Exclude Epicor Web
Access check box associated with each menu option.

Note! Epicor Web form supports group access security so this exclusion is only
required when a form should be available to users from the Epicor Smart client
but not the Epicor Web Client.

3. Determine if you need to customize any forms or create any user dashboards since
these must be specially generated for Epicor Web Access.

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Note! A prerequisite for generation is that any customization script must be supported
in C# rather than VB.Net code. This is due to the fact that the process converts
customization code from C# into Java Script for Browser deployment. This
process is not possible from VB.Net code. Although VB.Net is supported for
backward compatibility with the Epicor 9.05 application, it is not recommended
that new customizations are created using VB.Net with the Epicor 9.05
application since they do not generate for Web Access without conversion to
C#.

4. Determine how to process the customizations and dashboards containing


customization code in VB.Net that were created prior to upgrading to the Epicor
9.05 application. You must either recreate those customizations using C#, or
manually convert code either by hand or using a commercially available VB.Net
to C# conversion routine. Instructions are available in a the document entitled
“Guidelines for Conversion of VB.Net to C# Customization Code in Epicor 9.05”.
Contact Epicor Support for this documentation.

5. If you want certain users to use a Time and Expense (TE) or Customer
Relationship Management (CRM) license, direct them to use the following URL
style to get to the login page: http://<your server>/<your site name>/
default.aspx?LicenseType=TE or http://<your server>/<your site name>/
default.aspx?LicenseType=CRM. Direct users of TE and CRM license types to
set up browser favorites using the appropriate URL.

C.5 Configure Epicor Web Access

Use these steps to configure Epicor Web Access within your Epicor application.

1. Navigate to System Management > Company Maintenance and open the


Company program.

2. Click the System > Epicor Everywhere tab.

3. Enter your Epicor Everywhere URL. For example, enter http://<your server>/
<your site name>.

4. Enter your Metadata Output Path. This is from the perspective of a client PC
that might be generating Epicor Web Access forms.

For example, enter: \\<your server>\<shared site name> where <your server> is
the name of your web server and <shared site name> is a share on that server to
your Web Access site name. Example: c:\inetpub\wwwroot\<your site name>.

5. Click Save on the Standard toolbar.

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C.6 Assign Resource Folder Properties and Sharing

Use the following steps to assign required properties and sharing to the Resource folder.

1. Navigate to the Epicor Web Access virtual directory. For example, if your Epicor
Web Access was installed to IIS, the default directory would be:
:\inetpub\wwwroot\EWA\Resources

2. Right-click on the Resources folder and select Properties.

3. Click the Security tab. Select the IIS_WPG group from the Group or user names
list.

4. Click the Edit button.

5. Re-select the IIS_WPG group.

6. In the Permissions for IIS_WPG list, select the Modify and Write check boxes in
the Allow column.

Note! The IIS_WPG group now has Allow selected for Modify, Read & Execute, List
Folder Contents, Read, and Write.

7. Click OK until you exit.

8. Right-click on the Resources folder and select Sharing and Security.

9. Select the Share this folder check box. Click OK.

C.7 Install Full Adobe Reader on Epicor Web Access Client

Use the following steps to install Adobe Reader on your Epicor Web Access client.
Installing the full Adobe Reader installs the appropriate browser add-on that is required
to render and view report .pdf files (from IIS).

1. Go to the Adobe Reader website. The link is: http://get.adobe.com/reader

2. Download the latest version of Adobe Reader.

C.8 Update Epicor Lightweight Client Installer File

Use the following steps to update the “lightweight” Epicor Web Access client installer
.msi file. A lightweight client allows a local smart client to work in conjunction with
the EWA browser client to provide functionality not available from EWA forms.

1. Verify that your Epicor Web Access site has been created.

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2. Open the Epicor Web Access Utilities. To do this, navigate to Start > Programs
> Epicor Software > Epicor Administrative Tools > Epicor Web Access
Utilities.

3. Select the Epicor Lightweight Client Install Updater program.

4. Enter or browse for the Installer File Name. The file is called
SmartClientInstall.msi file and it is located in the following folder:
C:\inetpub\wwwroot\<EWA site>\SmartClientInstaller.

5. Enter the Deployment server URL. To find the value, do the following:

- On the smart client, go to the \config directory.


- Open the configuration file for that smart client. For example, open the
default.mfgsys file.
- Locate the line: <Deployment server uri = [value]>.
- Copy the value and paste it into the Deployment server URL field.

6. Enter your Configuration file name. For example, enter the configuration file
used by your smart client, such as default.mfgsys.

7. Click OK.

8. When the installation is finished, click OK.

9. To test that the Epicor Lightweight Client Installer file was updated, do the
following:

- Open Epicor Web Access.


- Click on the Download Smart Client Installer icon that is located in the toolbar.
- The Epicor Lightweight Client Installer is downloaded to your machine.

C.9 Configure EWA Reporting URL Display Features

If you use Windows Server 2003 (32 or 64) or Windows Server 2008 (32 or 64) for your
web server you must use these steps to configure the Epicor Web Access report display
feature. You need to configure both PDF and XLS report formats.

Configure 1: Windows 2008 64-bit Web Server - PDF

If you use Windows Server 2008 64-bit web services, use the following steps to set up
a PDF configuration.

1. After creating an Epicor Web Access site, open Internet Information Server.

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2. Expand the Sites and Default Web Sites nodes.

3. Locate the Epicor Web Site and single-click to enable the Feature view pane.

4. Under IIS section, double-click to open Handler Mappings.

5. In the Actions section, select Add Script Map.

- For the Request path, enter*.pdf.


- For the Executable, browse and select the file:
C:\Windows\Microsoft.NET\Framework\v2.0.50727\aspnet_isapi.dll
- For the Name, enter AboMapperCustom PDF 32.
- Click Request Restrictions.
- Go to the Verbs tab. Select the One of the following verbs checkbox.
- Manually enter GET,HEAD,POST,DEBUG.
- Click OK.
- Review the Edit Script Map setup form. The values should be the same as you
previously entered. Click OK.
- A message appears asking if you want to allow the ISAPI extension. Click Yes.

Configure 2: Windows 2003 64-bit Web Server - PDF

If you use Windows Server 2003 64-bit web services, use the following steps to set up
a PDF configuration.

1. After creating an Epicor Web Access site, open Internet Information Server.

2. Expand the Sites and Default Web Sites nodes.

3. Browse to the Epicor Web Access site. Right-click and select Properties.

4. Click the Virtual Directory tab. Select the Configuration button.

5. In the Application Configuration window, click the Add button.

- For the Executable, browse and select the file:


C:\Windows\Microsoft.NET\Framework\v2.0.50727\aspnet_isapi.dll
- For the extension, enter *.pdf
- For the Verbs, select the Limit to checkbox.
- Manually enter GET,HEAD,POST,DEBUG.

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- Click OK.

Configure 3: Windows 2008 32- or 64-bit Web Server - XLS

If you use Windows Server 2008 32-bit or 64-bit web services, use the following steps
to set up a XLS configuration.

1. Under IIS section, double-click to open Handler Mappings.

2. In the Actions section, select Add Script Map.

- For the Request path, enter*.xls.


- For the Executable, browse and select the file:
C:\Windows\Microsoft.NET\Framework\v2.0.50727\aspnet_isapi.dll
- For the Name, enter xlsMappingCustom XLS 32.
- Click Request Restrictions.
- Go to the Verbs tab. Select the One of the following verbs checkbox.
- Manually enter GET,HEAD,POST,DEBUG.
- Click OK.
- Review the Edit Script Map setup form. The values should be the same as you
previously entered. Click OK.
- A message appears asking if you want to allow the ISAPI extension. Click Yes.

Configure 4: Windows 2003 64-bit Web Server - XLS

If you use Windows Server 2003 64-bit web services, use the following steps to set up
a XLS configuration.

1. After creating an Epicor Web Access site, open Internet Information Server.

2. Expand the Sites and Default Web Sites nodes.

3. Browse to the Epicor Web Access site. Right-click and select Properties.

4. Click the Virtual Directory tab. Select the Configuration button.

5. In the Application Configuration window, click the Add button.

- For the Executable, browse and select the file:


C:\Windows\Microsoft.NET\Framework\v2.0.50727\aspnet_isapi.dll
- For the extension, enter *.xls

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- For the Verbs, select the Limit to checkbox.


- Manually enter GET,HEAD,POST,DEBUG.
- Keep the Script Engine and Verify that file exists checkboxes selected.
Click OK.

C.10 Generate Web Forms for Customized Epicor 9.05 Forms

Use these steps to generate Web Forms for customized Epicor 9.05 application forms.

1. Click on the User Security tab. Verify that the Customization Privileges check
box is selected.

2. From the Options menu, select the Developer Mode check box.

3. Run the Customized form under the customization that you wish to Generate.

4. From the Tools menu of the customized form, select Generate Web Form.

5. Click OK. The customized form is generated to the Epicor Web Access site.

C.11 Generate Web Forms for User Dashboards

Use these steps to generate Web Forms for user Dashboards:

1. Click on the User Security tab. Verify that the Customization Privileges check
box is selected.

2. Open the Dashboard that you wish to generate a web form.

3. From the Tools menu, select Developer.

4. From the Tools menu, select Application Builder > Deploy UI Application. This
deploys the dashboard as a UI form.

5. Select Application Builder > Generate Web Form. This deploys the UI
Dashboard to the Epicor Web Access site

C.12 Review Supported Browsers and Configuration

Use these steps to review the browsers and browser configurations that are supported
with Epicor Web Access.

1. Verify that one of the following browser versions is installed on your system:

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* Internet Explorer - Internet Explorer 7


* Mozilla Firefox - FireFox 3.0.4
* Apple Safari - Safari 3.2

2. If you use Firefox, complete the following steps to change your security settings
to support Java popups such as the search dialog box:

- In the Navigation bar, type about:config.


- In the Filter text box, type signed.applets.codebase_principal_support.
- Double-click on the entry. The value changes from “false” to “true”.
- Restart firefox.

3. If you use Firefox, complete the following steps to access some Microsoft plug-in
files to support Window Authentication:

- In Fire Fox, browse to the following:


http://www.microsoft.com/genuine/diag/default.aspx?displayLang=en
- Click the Start Diagnostics button.
- Follow the online instructions to add the plug-in files.

C.13 Set Up Compression for Performance Tuning

Use these steps to set up compression in order to improve performance when using
EWA. The setup steps differ based on a Windows 2003 or Windows 2008 environment.

Compression for Windows 2008 or Vista (IIS7)

If you use Windows Server 2008, use the following steps to set up compression. With
IIS 7, compression is enabled at the site level. Mime types are enabled globally and are
applied to the applicationHost.config.

1. Create a backup of the metabase. To do this:

- To create the backup, run this command:


%windir%\system32\inetsrv\appcmd.exe add backup "My Backup Name"
- To restore the backup, run this command:
%windir%\system32\inetsrv\appcmd.exe restore backup "My Backup Name"
- To delete the backup, run this command:
%windir%\system32\inetsrv\appcmd.exe delete backup "My Backup Name"

2. Enable Compression in IIS. To do this:

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- In IIS, under Default Web Site, select the web site to be enabled.
- From the available IIS features, open the Compression feature.
- Select the Enable dynamic content compression and Enable static content
compression check boxes.
- Click Apply. Exit from IIS, and save settings.

3. The EWA extensions do not need to be modified. However, if you want to apply
compression to specific extensions, you can do the following:

- Open the file: C:\Windows\System32\Inetsrv\Config\applicationHost.config


- Locate the httpCompression section.
- Edit the dynamicTypes and staticTypes sections to control which content gets
compressed. IIS6 controls by file extension, IIS7 controls by mimeType. The
"*" character is a wildcard and can be used in any combination. The easiest
setup is to enable all with types */*.
Here are some examples of enabling selective mimetype(s):

dynamicTypes:
< mimetype="text/*" enabled="true">
< mimetype="message/*" enabled="true">
< mimetype="application/x-javascript" enabled="true">
< mimetype="*/*" enabled="false">

staticTypes
< mimetype="text/*" enabled="true">
< mimetype="message/*" enabled="true">
< mimetype="application/x-javascript" enabled="true">
< mimetype="*/*" enabled="false">

Compression Using Windows 2003

If you use Windows 2003, use the following steps to set up compression. With IIS 6,
compression is enabled at the root (Default Web Site) level. Extensions are enabled
globally and are applied to the IIS metabase.

1. Create a backup of the metabase. To do this:

- In IIS snap-in, right-click on the server.


- Select All Tasks > Backup/Restore Configuration.

2. Enable Compression in IIS. To do this:

- In IIS, right-click on the Web Sites node and select Properties.

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- Select the Service tab. Enable Compress application files.


- Select Enable Compress static files.

3. Create a Web Service Extension (WSE). To do this:

- In IIS, select Web Service Extensions.


- Create a new web service extension. Name it HTTP Compression.
- Point the the web service extension to c:\windows\system32\inetsrv\gzip.dll

4. Edit the metabase. To do this:

- Open a DOS command prompt.


- Change directory to Epicor Web Access\IIS6 Compression folder.
- Run the HTTP_Compression.cmd script.

Appendix D: Install Epicor Replication Server

Use these steps to install Epicor Replication Server.

1. Log on to EPICweb and go to the Customer Portal Page. Navigate to


Documentation > Epicor 9.

Note! You can use this link: https://epicweb.epicor.com/doc/Pages/Epicor9.aspx

2. Expand the release. For example, expand Release 9.05.

3. Download the Epicor Replication Server Install Guide to your workstation..

4. Use the instructions in the Epicor Replication Server Install Guide to install and
configure Epicor Replication Server.

Appendix E: Install Epicor SQL Server Reporting (SSRS)

Use these steps to install Epicor SQL Server Reporting Service (SSRS). During the
installation, the report portal and Report Service Monitor Service are created. Epicor
SQL Server Reporting Services (SSRS) is a reporting technology that provides
additional functionality not currently available with the current Crystal Reports client
runtime. The installation of SSRS is optional.

E.1 Verify SSRS Prerequisites

Use these steps to verify the requirements before you begin the installation of SSRS.

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1. Verify that you are using SQL Server 2008.

2. Verify that your SQL Server 2008 installation has Reporting Services enabled.
Reporting Services must be installed in Native mode. To do this:

- Navigate to Start > All Programs >Microsoft SQL Server 2008 >
Configurator Tools > Reporting Services Configuration Manager.
- Connect to the Reporting Services.
- In Current Report Server information, verify that Report Server Mode = Native.

3. Set SSRS as an allowed reporting style in your Epicor application. To do this:

- Open the Epicor 9.05 application. Select System Management > Company
Maintenance > Company.
- Select the System sheet. In the Allowed Report Style field, select Crystal and
SSRS or SSRS Only. Save the record.

E.2 Enable IIS 6 Management Compatibility (optional)

If you are running IIS 7, use these steps to enable IIS 6 Management Compatibility. The
steps are different based on your operating system.

Using Vista and Windows 7

1. Open the Control Panel. Click Programs or Programs and Features.

2. Select the Turn Windows features on or off option

3. Expand Internet Information Services > Web Management Tools > IIS 6
Management Compatibility.

4. Verify that IIS Metabase and IIS 6 configuration compatibility is selected.

5. Exit the Control Panel.

Using Server 2008

1. Run Server Manager.

2. From Roles > Web Services (IIS), right-click and select Add Role Services. Note
that this node is only present when IIS is already installed.

3. Expand Management Tools > IIS 6 Management Compatibility.

4. Verify that IIS 6 Metabase Compatibility is installed.

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5. Exit the Server Manager.

E.3 Install Custom Assembly DLL File (Report Server)

Use these steps to install custom assembly DLL file. Installation includes copying the
.dll file and editing the .config file.

1. Go to the Assembly folder on the server where SSRS is installed. For example, go
to C:\Program Files\Epicor Software\Epicor905\SSRS\Epicor SSRS Assembly.

2. Copy the CLSEpicor.dll file to the location where your Microsoft SQL Server
Reporting Server files are installed. For example, copy the file to:
C:\Program Files\Microsoft SQL Server\<Instance Name>\Reporting
Services\ReportServer\bin folder.

Note! The name of your <Instance Name> folder depends on your installation location
or other Epicor tools that have already been installed.

3. Go to the C:\Program Files\Microsoft SQL Server\<Instance Name>\Reporting


Services\ReportServer folder.

4. Locate the rssrvpolicy.config file. Create a backup copy of the file.

5. Open the rssrvpolicy.config file with a text editor. In the config file, locate the
following code:
<CodeGroup class="FirstMatchCodeGroup" version="1"
PermissionSetName="Nothing">
<IMembershipCondition class="AllMembershipCondition"
version="1"/>

6. Paste the following code right below the code you located in the previous step:

<CodeGroup
class="UnionCodeGroup"
version="1"
PermissionSetName="FullTrust"
Name="MyCodeGroup"
Description="Code group for my data processing extension">
<IMembershipCondition
class="UrlMembershipCondition"
version="1"
Url="C:\Program Files\Microsoft SQL
Server\MSRS10.MSSQLSERVER\Reporting
Services\ReportServer\bin\CLSEpicor.dll"/>
</CodeGroup>

Note! You may need to change the URL based on the location where the
ReportServer\bin folder is located on your server.

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7. In the code, locate the description:

Description="This code group grants default permissions


for code in report expressions and Code element."

8. In the line above this description, change PermissionsSetName = Execution to


PermissionSetName = FullTrust. This enables the expressions in the report to
access the configuration file and call the .dll file.

E.4 Install Microsoft Report Viewer 2010 Redistributable Package

Use the following steps to download and install the latest Microsoft Report Viewer
2010 Redistributable Package from the Microsoft Download Center website.

1. Click the following link to go to the Microsoft Download Center to Download


Microsoft Report Viewer 2010 Redistributable Package. (The link is: http://
www.microsoft.com/downloads/en/confirmation.aspx?familyId=a941c6b2-64dd-
4d03-9ca7-4017a0d164fd&displayLang=en)

2. Download the latest version of the Microsoft Report Viewer 2010 Redistributable
Package to your server.

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

E.5 Configure Epicor SQL Report Monitor

Use these steps to configure the Epicor SQL Report Monitor.

1. Go to the SSRS directory on the server where your Epicor application is installed.
Example: C:\Program Files\Epicor Software\Epicor905\SSRS.

2. Copy the EpiSSRS.msi file to the server where your Microsoft SQL Server 2008
is located.

3. Double-click on the EpiSSRS.msi file on the server where your Microsoft SQL
Server 2008 is located.

4. On the Welcome dialog, click Next.

5. On the Select Installation Address dialog, enter the following:

- Site. Enter the web location site to install Epicor SQL Report Monitor. The
default is Default Web Site.
- Virtual Directory. Enter the virtual directory. For example, EpiSSRSPortal.
The virtual directory is created under inetpub/wwwroot, unless a specific path

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is specified.
- Application Pool. From the drop-down list, select Classic .NET AppPool as
the application pool.
- Click Next. The web location is created.

6. On the Confirm Installation dialog, click Next. The files are installed.

7. The Configuration Utility opens to begin the SSRS configuration. On the Set up
the Epicor SQL Report Monitor Service User Account dialog, select Local System
Account or “This Account”. If you select This Account, you must define the user
name, domain, and password. For example, create a user name such as
Administrator. Click Next.

8. On the Configure the SQL Server Report Portal dialog, enter the following:

- Epi SSRS site. Enter a site that is a valid URL. For example, http://localhost/
EpiSSRSPortal.
- Epi SSRS path. Enter a path that already exists and contains a web.config file.
For example, C:\inetpub\wwwroot\EpiSSRSPortal\.
- Click Next.

9. On the Configure the SQL Report Server dialog, enter the following information:

- SSRS ReportServer site. This site was created when you installed Microsoft
SQL Server with Reporting Services enabled (SSRS). For example, enter a
URL such as: http://localhost/reportserver.
- User name. Enter a user name that has administrative rights.
- Domain. Enter your domain identifier. For example, localhost.
- Password. Enter a password and confirmation password for the user.
- Click Next.

10. On the Enter the application server information dialog, enter the following:

- Application Server. Enter the URL for the Epicor application. For example,
AppServerDC://Epicor9servername
- Port. Enter the port for the application server.
- User name. Enter a user name for logging into the Epicor application.
- Password. Enter a password and confirmation password for the user.
- Click Next.

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11. On the Enter the mail configuration information dialog, enter your company’s
SMTP values. If you do not know your this information, use your Epicor
application to open Company Configuration and review the System values.

- SMTP server. Enter the name of the SMTP server.


- SMTP port. Enter your port number. The port value is >0 and < 65536.
- Email from. Enter the originating email address.
- Click Next.

12. To configure the Windows Service, you can accept the defaults, or enter your own
values. The defaults include:

- Concurrent agents. Specifies the number of agents allowed to run


simultaneously. Default is 5. Value is > 0 and <=20.
- Polling interval. Specifies the number of seconds to wait between listening for
activity. Default is 3. Values are >0 and <1200 seconds, or 20 minutes.
- Login interval. Specifies the number of seconds to wait before checking on the
Appserver, if it is not started. Default is 100. Values are >0 and <1200 seconds,
or 20 minutes.
- Purge interval. Specifies the number of days to wait before the system
automatically deletes the data. Default is 10. Values are >1 and <99 days.
- Click Next.

13. To configure the server printers, do the following:


- Click on the printer button (paper and green plus sign) on the right.
- Enter the print identifier. For example, enter \\servername\printername
- Click OK.
- Click Next.

14. On the Confugre the Windows Service dialog, enter the following:

- SSRS Script Location. Enter the server location where your script file, such as
the RS Scripter Load All Items.cmd, is located. For example, enter C:\Program
Files\Epicor Software\Epicor905\SSRS\.
- RS.EXE Location. Enter the location where the report service file (RS.EXE) is
located. For example, enter C:\Program Files\Microsoft SQL
Server\100\Tools\Binn\RS.EXE
- To deploy all the reports that are in the SSRS Script location, select the Deploy
Epicor SSRS Reports Now check box.

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- Click Finish.

15. If you selected the Deploy Epicor SSRS Reports Now check box, you are
prompted with the message stating that deploying the Epicor SSRS Report to
Microsoft SQL Service Report Service may take a long time.You are asked
whether you want to run this process in a separate thread and not display the log
file.

- Yes. ClickYes to run the process now in a separate thread. After clicking Yes,
the process exits and the Epicor SSRS reports are deployed on a separate thread.
To verify the report deployment, review the RS Scripter Load Log file. This log
file is located in the same location as the RS Scripter Load All Items.cmd file,
for example C:\Program Files\Epicor Software\Epicor905\SSRS.
- No. Click No to wait until the deployment of the Epior SSRS reports is
complete. After clicking No, the process waits for the reports to complete and
then the RS Scripter Load Log fle is displayed.

16. If prompted, click Close to exit the Epicor SQL Report Monitor installation.

17. To verify the installation was successful, start the Epicor SQL Report Monitor
Service. To do this:

- Navigate to Start > Control Panel > Administrative Tools > Services.
- Select Epicor SQL Report Monitor Service.
- Click Start this Service.
- Navigate to Start > Control Panel > Administrative Tools > Event Viewer.
- Expand the Applications node.
- Verify that EpiSSRS is available.

18. To verify that your reports open correctly, open a report. To do this:

- Go to your Reports site. For example, http://localhost/Reports


- Click on the Reports folder. This folder was populated with all the reports
located in SSRS\Reports folder.
- Select a report to open. Verify it opens correctly.

E.6 Maintain Epicor SQL Report Monitor Configuration

After the installation, if you need to make additional changes to the Epicor SQL Report
Monitor configuration settings, you can use the Epi SSRS Service utility.

1. Verify that you have Administrator rights. If you run the utility with UAC turned
on, you are prompted to login as an Administrator to run the application

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2. Go to Start > Programs > Epicor Software > Epicor SQL Report Monitor.
Select the Configure Epi SSRS Service.

3. Navigate to Start > Control Panel > Administrative Tools > Event Viewer.
Select EpiSSRS and verify it says "Service is starting" and "Initial login to
AppServer".

4. Exit from the Configure Epi SSRS Service.

Appendix F: Install Epicor Enterprise Search

Use these steps to install and configure your Epicor Enterprise Search.

F.1 Verify SQL Server Prerequisites

Use these steps to verify the requirements before you begin the installation and
configuration of Epicor Enterprise Search.

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

Note! If you plan to use Epicor Replication Server, you must use SQL Server 2008.
Epicor Replication Server does not support SQL Server 2008 Express or SQL
Server 2008 Express R2.

2. Verify that the SQL Server 2008 installation has SQL and Windows
Authentication enabled.

3. Verify that the server where Enterprise Search is installed also has SQL Server
2008 installed as the named or primary instance. For example, if your server is
named Candy, then SQL Server 2008 must be made available as Candy, and not as
a sub or separate installation. Note that the Epicor application SQL database can
be located on a remote server.

4. Verify you are running SQL Server locally.

5. Verify that the account you used to log into the system is trusted by SQL Server.

F.2 Create Back Ups (if Previous Version Installed)

Use the following steps to create back ups if you have a previous version of Epicor
Enterprise Search installed, and if you made modifications to existing templates or
created your own templates.

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1. On the server where Enterprise Search is installed, navigate to C:\Program


Files\EnterpriseSearch.

2. Create a backup of the following folders: Templates, Profiles, and Tuning.

F.3 Uninstall Epicor Enterprise Search (if Previous Version)

Use these steps to uninstall Epicor Enterprise Search if you have a previous version
installed.

1. Select Start > Control Panel > Add or Remove Programs.

2. Select Epicor Enterprise Search and click Remove.

F.4 Install Epicor Enterprise Search

Use these steps to install Epicor Enterprise Search.

1. Log on to the server where you intend to install Enterprise Search.

2. Go to the directory where your Epicor application is installed. For example, go to


\Epicor Software\Epicor905.

3. Double-click on the EpicorUtilities.exe file.

4. On the Welcome to the Epicor Utilities Setup wizard, click Next.

5. On the Epicor Utilities Setup dialog, click the Install Enterprise Search button to
start the installation.

6. On the Welcome dialog, click Next.

7. On the Confirm Installation dialog, click Next. The files are installed.

8. When the installation is complete, click Close.

The Epicor Enterprise Search is now installed.

F.5 Configure Replication Server for Epicor Enterprise Search

This section is optional if you are using SQL Server for your Epicor 9.05 transactional
database. When Epicor 9.05 is using Progress for its transactional database, you must
replicate the data to a SQL Server database for use by Enterprise Search. The replicated
database must be configured as a Fully Functional (Read Only) Subscribing database,
which means that the database includes the necessary schema and code needed to store
data for a fully working Epicor 9.05 application.

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Note! Refer to Replication Server documentation in the Replication Server snap-in for
Admin Console and in the Epicor 9.05 application for full details on how to
assign replication profiles, configure replication subscribers, and enable data
replication.

Use the following steps as a basis to create a subscriber database that Enterprise Search
can use for indexing and searching.

1. In your Epicor 9.05 application, go to System Management > Replication >


Replication System Maintenance.

2. Assign the existing replication profile for Enterprise Search to the companies that
are going to be indexed for searching. Data from the tables defined in the profile
are replicated to the subscriber database for each of the companies that were
assigned the profile.
Note! The Enterprise Search profile only includes the tables needed to support
indexing and searching for Enterprise Search. It is not a profile that replicates
all the necessary data that is needed to run a fully working Epicor 9.05
application. This means that the Epicor 9.05 application, including Epicor Web
Access, must be running using the Epicor 9.05 transactional database and not
using the replicated database. If you need to run the Epicor 9.05 application
against the replicated database, you must either create or use an existing
replication profile that includes all of the tables in the transactional database.

3. Create a new Epicor 9.05 database for use as the subscriber database. To do this,
use the default SQL script located in the directory where your Epicor 9.05
application server is installed. For example, use
\Epicor Software\Epicor905\server\sql\Epicor905.sql.

4. Use the Replication Management Console to add this newly created database as a
Functional subscriber.

F.6 Configure using Enterprise Search Management Console

Use these steps to setup and configure Epicor Enterprise Search. To complete these
steps, you use Enterprise Search Management from the Epicor Administration Console.

1. Login to the Epicor Administration Console as a user who can authenticate to the
Enterprise Search Server.

2. Open the Epicor Administration Console. To do this, navigate to Start >


Programs > Epicor Software > Epicor Administrative Tools > Epicor
Administration Console.

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3. If you did not previously have Enterprise Search installed or installed to a new
search server, from the Help menu, select Help Topics and follow the instructions
in the Initial Configuration > Start Here topic. You are done with this procedure.
However, if you previously installed Enterprise Search on the same server, start
instead with the remaining steps:

4. If the search server is not registered, right-click Enterprise Search Management


and select Register Server. For Name, type the name of the server where the
Enterprise Search server components are installed. For Port, type the port number
of the Enterprise Search server service. Use default of 9098 unless you know that
another number is being used. Click OK.

5. Right-click the computer name of the registered search server and select Delete
Database. Right-click the computer name of the registered search server and select
Create Database.

6. Right-click the computer name of the registered search server and select Delete
Web Application (if the web application exists). Right-click the computer name
of the registered search server and select Create Web Application.

7. In the online help, go to the Initial Configuration > Start Here topic.

- Begin with step 3 if you creating a new search index definition


- Begin with step 4 to create a new search index from a previous version search
template. Your old template definitions should be available if you installed the
search server components to the same location as you previously installed
search server components. Old template definitions cannot necessarily be
expected to work without some adjustments.

F.7 Uninstall Information

Use this information if you need to uninstall the Epicor Enterprise Search application.

* The uninstaller may warn that the Epicor Search Indexer service is running. If
you receive this warning, select the second option (continue anyway). A reboot
is not required.
* The uninstaller will not delete files for indexed systems or other information not
initially installed with the system. These files are kept in the [Program
Data]\EpicorSearch folder if you want to remove them manually.

Appendix G: Install Epicor Mobile Access

Use these steps to install and configure Epicor Mobile Access.

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G.1 Install Epicor Mobile Access

Use these steps to install Epicor Mobile Access.

1. In order to use Epicor Mobile Access, a license must be imported. Verify that the
Epicor Mobile Access license was imported using the Epicor Admin Console
using the previous “Import License Codes” section in this guide.

2. Go to the directory where your Epicor application is installed. For example, go to


\Epicor Software\Epicor905.

3. Double-click on the EpicorUtilities.exe file.

4. On the Welcome to the Epicor Utilities Setup wizard, click Next.

5. On the Epicor Utilities Setup dialog, click Install Epicor Mobile Access to open
the Epicor Mobile Access Installer.

6. On the Welcome to the Epicor Mobile Access Setup wizard, click Next.

7. On the Application Server Connection dialog, enter the name of the Application
Server. For example, enter the server name that is hosting the Epicor application.

8. Enter the Port number for the Epicor application connection. This port must allow
communication between the Epicor Mobile Access server and the Epicor
application server. Click Next.

9. On the Select Installation Address dialog, use the drop-down menu to select a Site.
This is the site configured in IIS. The default is Default Web Site.

Note! If you need to create a site in IIS, refer to your Microsoft documentation.

10. Enter the Virtual Directory name for the Epicor Mobile Access application. The
default is EpicorMobileAccess. The name can be changed to any name allowed in
IIS. If the default is accepted, a virtual directory is created in IIS with a physical
path and folder located under the \inetpub\wwwroot folder.

11. Use the drop-down menu to select an Application Pool that is configured in IIS.
Click Next.

Note! If you need to create an application pool in IIS, refer to your Microsoft
documentation.

12. On the Confirmation dialog, click Next to begin the installation. Epicor Mobile
Access is installed.

13. When the installation is complete, click Close.

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G.2 Configure Epicor Mobile Access

Use these steps to configure Epicor Mobile Access using your Epicor application. See
the Epicor application help for more detailed steps, if necessary.

1. Open the Epicor 9.05 application.

2. Navigate to System Management - Company Maintenance and open the User


program.

3. Select a User Id that requires ability to use Epicor Mobile Access on supported
mobile devices. Click the Security tab.

4. Select the Allow Mobile Access check box.

5. Click Save on the Standard toolbar.

6. If you want to make an Epicor application dashboard available for a mobile device,
review the Create Mobile Device Dashboards in the Epicor application help.

Appendix H: Install Epicor Information Worker

Use these steps to install Epicor Information Worker.

1. If you have a previous version of Epicor Information Worker installed, you must
uninstall it prior to installing the new version.

2. Navigate to the location where your Epicor application is installed. For example,
Epicor/Epicor905. Go to the /Info Worker folder.
Note! If you need to install Epicor Information Worker on a server other than where
your Epicor application is installed, copy the /Info Worker folder to that server.

3. Select and open the EpicorIWGuide.pdf file.

4. Use the instructions in the Epicor Information Worker Installation Guide to install
Epicor Information Worker.

Appendix I: Install Epicor Sharepoint Publisher

Use these steps to install Epicor Sharepoint Publisher. The Epicor Sharepoint Publisher
functionality allows creation of Sharepoint web parts that directly link to the Epicor
application BAQs.

1. Log on to the server where you intend to install Epicor Sharepoint Publisher.

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2. Go to the directory where your Epicor application is installed. For example, go to


\Epicor Software\Epicor905.

3. Double-click on the EpicorUtilities.exe file.

4. On the Welcome to the Epicor Utilities Setup wizard, click Next.

5. On the Epicor Utilities Setup dialog, click the Sharepoint Publisher 32 Bit or
Sharepoint Publisher 64 Bit button to start the installation.

6. On the Welcome dialog, click Next.

7. Specify the folder for the installation of Epicor Sharepoint Publisher. Select
Everyone as the user of the computer. Click Next.

8. On the Confirm Installation dialog, click Next. The files are installed.

9. When the installation is complete, click Close.

The Epicor Sharepoint Publisher functionality is now installed.

Appendix J: Configure Your Help System

After your Epicor application is installed, your help system is ready to access from
within the application by pressing F1 or selecting Contents from the Help menu. The
field-specific help is also available by selecting Field Help from the Help menu.

The following steps are optional, but recommended if you want to improve the
performance and efficiency of the help system by hosting the help in a web site and
implementing server-side searching. For example:

* Host Help System in a Web Site. If your Epicor application is used over a wide
area network (WAN), by default the help system (a large collection of non-
compiled html files) is installed to be accessed from the file system. Alternately,
you can host the help on a web site to improve the speed of accessing the help.
* Implement Server-side Searching. By default, the help system searching
capability relies on index files that are downloaded to each client workstation.
Alternately, you can implement server-side searching which uses Windows
Search and provides a more robust and faster search. In addition to having
natural language searches, users can do advanced searches using Boolean
operators, and/or choose to search only among help topic titles. See the
application help for more information on advanced help system searches.
It is recommended that you complete both of these optional configurations. Note that
you can host the help in a web site without implementing the server-side help, but you
cannot implement the server-side help without hosting the help in a web site.

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J.1 Host Help System in a Web Site

Use the following steps to configure your help system to run in a web site.

1. Navigate to the root where your Epicor application is installed. Copy the Help
folder to your web server.

2. For Windows operating systems, select Start - Run. Enter inetmgr to start
Internet Information Services (IIS).

3. Open the IIS online help and follow the instructions for creating a virtual directory.
Be sure you create a virtual directory pointing to the physical location of the Help
folder you copied in the previous step.

Note! For Windows 2008, you must make the virtual directory an application and have
it use an application pool that uses the Managed pipeline mode of type
“Classic.”

4. After you created the virtual directory, test the help by using your Internet browser
to open the snm_enu.htm file which is located in the Help/enu/Standard directory.
For example, browse to http://<servername>/Help/enu/Standard/snm_enu.htm.

Note! Do not set the snm_enu.htm file as a default document.

5. Edit each client .mfgsys configuration file to use the help URL you just created.
To do this:

- Navigate to the Client\Config folder on your workstation.


- Open the .mfgsys file in a text editor, such as Notepad.
- Edit the <helpServer uri=" " /> line to add the new help URL between the
empty quotes. For example, if you created a virtual directory with an alias of
Help on a server named MyServer, the edited line would look similar to
<helpServer uri="http://MyServer/Help/" />

J.2 Implement Server-Side Help Search (Windows Server 2003)

Use these steps to implement the server-side search using a Windows Server 2003
environment.

1. Verify that you completed the “Host Help System in a Web Site” instructions in
the previous step.

2. Verify that ASP.NET is enabled on the web server. See your Internet Information
Services (IIS) documentation for information on how to make the verification.

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3. Select Start - Run and type services.msc and click OK. Find the Indexing
Service. If it is running, double-click the service and select Stop. Change the
Startup type to Manual or Disable.

4. Download and install Windows Search 4.0 for your version of Windows 2003.

Note! If Windows Search is already installed, ignore the previous step.

5. Select Start - Settings - Control Panel - Indexing Options. Note the locations
being indexed. Click Modify. Clear check boxes next to any folder that you do not
want to index. Make sure that the Standard folder under the Help\enu folder (for
example, C:\www\Help\enu\Standard) is selected for indexing. In later steps the
help search will be configured to search only the help folder. However, you may
want to clear other folders just so the indexing is not taking any CPU cycles
indexing files you do not care to have indexed. Click OK and Close.

6. Open Windows Explorer. Navigate to the Standard folder under Help\enu where
you installed the help.

7. Use a text editor such as Notepad to edit the Web.config file in the Standard folder.
Find this line: <add name="EpicorHelpSearch" connectionString="file:C:/
ExamplePath/ExamplePath/Help/enu/Standard" />. Change the connection string
portion that is in quotes to the path where your Help\enu\Standard folder is located.
Leave the file: as is and use forward slashes instead of back slashes as is shown in
the example path. Save and close the file.

Note! Using search in Epicor help only returns results from .html files in the folder
(and its subfolders) you configured in the above step.

8. Select Start - Run and enter inetmgr to start Internet Information Services (IIS).
Go to the virtual directory you created for the help system. Expand the nodes down
to enu/Standard.

9. Right-click and select Properties. Click Create to create the application name.
For Execute Permissions, select Scripts only. Click OK. Close the IIS console.

10. Open Windows Explorer. Go to the help system folder. Expand the node down to
enu/Standard/frameset.bak/indexserver.

11. Copy the snm_enu.htm file and paste it in the root of the Standard folder. When
prompted, select Yes to overwrite the current file.

J.3 Implement Server-Side Help Search (Windows Server 2008)

Use these steps to implement the server-side search using a Windows Server 2008
environment.

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1. Verify that you completed the “Host Help System in a Web Site” instructions in
the previous procedure.

2. Verify that ASP.NET is enabled on the web server. See your Internet Information
Services (IIS) documentation for information on how to make the verification.

3. Select Start - Programs - Administrative Tools - Server Manager.

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

5. Under Role Services, check for Windows Search having a status of installed. If it
is not, click Add Role Services, select Windows Search Service and click Install.

Note! If you had Windows 2003 Indexing Service installed (under Windows 2003 File
Services), clear its check box to uninstall it since you cannot run both Indexing
Service and Windows Search at the same time.

6. Select Start - Settings - Control Panel - Indexing Options. Note the locations
being indexed. Click Modify. Clear check boxes next to any folder that you do not
want to index. Make sure that the Standard folder under the Help\enu folder (for
example, C:\www\Help\enu\Standard) is selected for indexing. In later steps the
help search will be configured to search only the help folder. However, you may
want to clear other folders just so the indexing is not taking any CPU cycles
indexing files you do not care to have indexed. Click OK and Close.

7. Open Windows Explorer. Navigate to the Standard folder under Help\enu where
you installed the help.

8. Use a text editor such as Notepad to edit the Web.config file in the Standard folder.
Find this line: <add name="EpicorHelpSearch" connectionString="file:C:/
ExamplePath/ExamplePath/Help/enu/Standard" />. Change the connection string
portion that is in quotes to the path where your Help\enu\Standard folder is located.
Leave the file: as is and use forward slashes instead of back slashes as is shown in
the example path. Save and close the file.

Note! Using search in Epicor help only returns results from .html files in the folder
(and its subfolders) you configured in the above step.

9. Select Start - Run and enter inetmgr to start Internet Information Services (IIS).
Go to the virtual directory you created for the help system. Expand the nodes down
to enu/Standard.

10. Right-click Standard and select Convert to Application. Click OK. Close the IIS
console.

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11. Open Windows Explorer. Go to the help system folder. Expand the node down to
enu/Standard/frameset.bak/indexserver.

12. Copy the snm_enu.htm file and paste it in the root of the Standard folder. When
prompted, select Copy and Replace to copy the file.

Appendix K: Upgrade to Infragistics NetAdvantage

If you use Epicor’s Software Developer’s Kit (SDK) to modify or extend the
application forms, you may need to upgrade the Infragistics NetAdvantage version that
is used by your Epicor application. See the SDK documentation for specific version
information.

1. Review the SDK documentation that came with Epicor 9.05. The document
includes recommended steps for a successful migration.

2. Follow the Infragistics Upgrade instructions and, at a minimum, choose to install


the Infragistics .Net 2.0 components.

Appendix L: Install SonicMQ

Use this appendix to install SonicMQ 7.6 on a mobile device. You must install
SonicMQ if you use the Multi-Site module, Customer Connect, Supplier Connect,
EuroFinancials, or Mobile Connect so that information can transfer between
companies. The installation of SonicMQ is also required for users of financial
consolidations.

L.1 Determine Your Security

Sonic Software has the ability to function with username/password security. In an effort
to increase the security of the software, customers are able to turn security on if they
want.

1. Determine if you want to enable SonicMQ security during installation.

Note! For Sonic Security to be enabled, it must be implemented during installation. If


you already have Sonic installed without security, then you must uninstall and
reinstall of Sonic.

2. Be aware that the installation instructions differ based on whether you enable
security:

* Use the following “Install SonicMQ with Security Enabled” instructions if you
have decided to install SonicMQ with the security functionality.

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or

* Skip to the following “Install Sonic MQ without Security” instructions if you


have decided NOT to install Sonic MQ with the security functionality.

L.2 Install SonicMQ With Security Enabled

Use the following instructions to install SonicMQ as an advanced installation, which


includes enabling the security functionality. (If you do not want to install SonicMQ
with security enabled, skip to the next section.)

1. Insert the SonicMQ DVD into the drive.

2. Run the SETUP.EXE file in the root directory of the SonicMQ DVD.

3. Enter the directory where the Progress Client Software is installed. Click Next.

4. Select the SonicMQ software Advanced Install option. Click Next.

5. Click Next.

Files are copied from the SonicMQ install into your Progress directory. The
Progress Sonic MQ Adapter accesses these files to communicate with SonicMQ.

6. Begin the installation of SonicMQ. Click Next.

7. Read the registration and license information. Click Next. Read the license
agreement, accept the terms. Click Next.

8. Enter the SonicMQ License Key provided. Click Next.

9. Perform a new installation. Click Next.

10. Enter the directory where you would like SonicMQ to be installed.

11. If the directory doesn’t exist, you will be prompted to create a new directory. Click
Yes.

12. Select the Custom installation. Click Next.

13. By default, all features are installed. The first five are mandatory for Mobile
Connect. Enter the program group folder you want to use. Click Next.

14. Install the JRE. Click Next.

15. Keep the defaults for the Management Connection information. If you would like
to change the defaults, please contact Support before doing so. Click Next.

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16. Keep the defaults for the Broker Options information, with the exception of
checking the “Enable Security” checkbox. If you would like to change the other
defaults, please contact Support before doing so. Click Next.

17. Review the installation. Click Next.

18. Monitor the progress of the install. Click Finish.

19. Reboot the server.

L.3 Install SonicMQ Without Security Enabled

Use the following instructions to install SonicMQ as a typical installation, which does
not include enabling the security functionality. If you want to install SonicMQ with
security enabled, use the previous section instead.

1. Insert the SonicMQ DVD into the drive.

2. Click Next.

3. Select the Progress Client Software directory and click Next.

4. Select SonicMQ software, Typical install, and click Next.

5. Click Next.

6. SonicMQ is installed silently on your server. A command window may appear.


Leave the window open until the install is complete.

7. Run the postinstall process. To do this, double-click 76postinstall.exe on the CD-


ROM, or choose Start — Run and enter the command: D:\76postinstall.exe

8. The Welcome window appears. Click Next.

9. The SonicMQ Install Location window appears. Enter the location where
SonicMQ has now been installed. The default is C:\epicor\SonicMQ76.

10. Click Next. (Do not check the box that this is an upgrade.)

11. Click Install.

12. Click Finished.

13. Reboot the server.

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L.4 Install SonicMQ Updates

Use these steps to install any SonicMQ updates, if available.

Download Latest Update File

1. Log on to EPICweb and go to the Customer Portal Page. Navigate to Support >
Epicor 9 > Downloads.

Note! You can use this link: https://epicweb.epicor.com/Support/epicor9/Downloads

2. Navigate to Epicor 9 > Version 9.05.600.

3. Go to the Third Party Products / Progress Sonic directory. Based on your


environment, download the latest Sonic service pack file onto your machine, if any
are available.

Install Sonic SP for Windows

1. Double-click the Sonic service pack file. The installation program opens.

2. The Welcome window appears. Click Next.

3. On the installation directory dialog, browse for a location or click Next to accept
the default directory.

4. Click Next to confirm the information. The download of the install files begins.
This may take several minutes.

5. Click Finish. The Service Pack files are now downloaded and the installation is
ready to begin.

6. The Sonic SP Installation Welcome dialog opens. Click Next.

7. Review the License Agreement. Click Next.

8. To install Sonic on the primary Directory Service, select the Primary Directory
Service check box. Click Next.

9. Enter or browse for the Directory Name for the Directory Service. Click Next.

10. Enter the name of the broker and the location of the database. Click Next.

11. Review the summary information. Click Install. The Sonic update is installed.

12. When the Installation is finished, exit the installer.

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13.

L.5 Set Up Sonic Test Environment

If you use a test environment, it is recommended that you make a copy of your live data
and put it in a completely isolated environment on a test server. This separation ensures
that prototyping and testing is done in a quarantine area without the possibility of
inadvertent data being sent to your live environment. The precaution of a separate
environment is recommended where Sonic messaging is used since the test data has the
same company id and messaging ports as your live system. The separate environment
minimizes the risk of human error when moving databases around for testing and
training purposes.

To set up a test environment, you will need the following:

* Test Server. A low-cost test server can be a low-end server or a XP Professional


workstation with a minimum of 2GB of RAM.
* Sonic Installation. The test server must have its own installation of Sonic.
* Progress Database. If the base database is Progress, the entire database and
Epicor application must be on the test server.
* SQL Database. If the base database is SQL, then the Epicor application is on the
test server and the database is located on the SQL server where the Epicor
databases currently reside. This will save on SQL license cost.
Note! Be sure to place your training database and your live database on separate
servers. If you do not and you run test multi-company processes, the shared
records populate both the training and the live databases.

L.6 Review Possible Installation Messages

Use the following troubleshooting tips to help resolve issues you may encounter.

Adapter.jms error in the AppServer log

Error: Application Service adapter.progress.jms not found at NameServer at Host


127.0.0.1 Port 5162. (8245) Error connecting to the JMS AppServer Service.

Problem: The SonicMQ Adapter is not started.

Resolution: The SonicMQ Adapter “sonicMQ1” is created by default for you when
you install the AppServer license. If you go to the properties, it needs to contain a
unique port number and be set to Auto start (which means it starts when the Admin
Service starts), otherwise it must be started manually from the Progress Explorer Tool
or OpenEdge Explorer Tool. If the SonicMQ Adapter is started properly, when you
check the Status, status information appears in the sonicMQ1 Status dialog box.

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Javax.jms Exception error in the AppServer log

Error: javax.jms.JMSException: java.net.ConnectException: Connection refused: no


further information: TCP://localhost:2506. Error connecting to JMS AppServer
service.

Problem: The SonicMQ broker cannot start. The SonicMQ Container is not started.

Resolution: Start the SonicMQ Container.

Javax.jms Security error in the AppServer log

Error: javax.jms.JMSSecurityException: Inauthentic Client. Error connecting to the


JMS AppServer service

Problem: The SonicMQ “Administrator” Password is not correct, or the Device


Username/Password is not correct.

Resolution: Enter a correct username and/or password.

General Error Message

Error: Not Accepting Messages at this Priority

Problem: The program UpdateDBIni.exe was not run properly following the
installation of SonicMQ.

Resolution: All Sonic and Progress processes must be stopped. Run the fix program
and reboot the server.

Appendix M: Set Up Multi-Company Functionality

Use this appendix to set up your Epicor 9.05 application to support multi-company
functionality. You can also review the Multi-Site Technical Reference Guide for this
information. This guide is located within the application help under the Multi-Site
Management > Working With > Multi-Site Technical Reference Guide topic.

Note! You must install the SonicMQ application before you can run Consolidation
processing. This application is required in order to pass data between multiple
companies and databases.

M.1 Verify Multi-Site Management License

Verify you have the Multi-Site Management license module codes for both companies
participating in Multi-Company communication. If the companies reside on different
databases, a separate serial number is required.

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M.2 Verify SonicMQ Broker Status

Use the following steps to verify the SonicMQ Broker status. The SonicMQ Broker is
a batch file that enables a TCP port to listen for messages being passed between two
Epicor companies. The SonicMQ Broker must be running in order for two companies
to communicate in a Multi-Company environment.

The executable files used to start the SonicMQ Broker can be configured to start as a
Windows service. Contact Support for the batch file required to set up the Windows
service.

Note! If needed, you can run SonicMQ 6.1 (with Vantage 8.03x) and SonicMQ 7.6
(with Epicor 9.05) on the same machine. To do so, contact Support for specific
installation and configuration instructions.

1. Select Start - Programs - Sonic Software - SonicMQ 7.6 - Start [Machine


Name].

2. Verify that the SonicMQ Broker is running. A successful startup of the SonicMQ
Broker looks like the following:

M.3 Configure an External System Record

Use the following steps to configure an external system record.

1. Verify the status of External System Maintenance. To do this, select System


Management — External System Integration — Setup — External System
Maintenance.

2. Search by clicking the External System button, and selecting the "Multi" record.

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3. On the detail sheet, enter the information necessary for the Epicor application to
know how to communicate with Sonic. The fields include:

- Sonic LAN Hostname & Sonic WAN Hostname. Enter the Hostname or IP
Address of the machine where the Sonic Container is running. If the value is
left blank, the default "localhost" is used.
- Sonic Security Enabled & Sonic Administrator Password. Use these fields
if Sonic password security was enabled during installation. Select the Sonic
Security Enabled checkbox and enter a Sonic Administrator Password. Note
that the values in Sonic are case-sensitive. If the value is left blank, the default
"Administrator" is used.
- Sonic Session Port. Enter a value that corresponds to the port number of the
Progress NameServer. This is used to find the SonicMQ Adapter, which is the
software that Progress uses to communicate with Sonic. If the value is left
blank, the default "5162" is used. If more than one version of Progress/
OpenEdge is installed on the server, one of the two installations must use a
different port number.
- Sonic Broker Port. Enter the value that corresponds to the port number of the
SonicMQ Container. If the value is left blank, the default "2506" is used.
- Sonic Listener Pause (sec). Enter the amount of time required for Progress to
wait before it assumes Sonic has finished sending all incoming messages. If the
value is left blank, the default "10" is used.
- Sonic Communication Protocol. Enter the following values:
- TCP - Transmission Control Protocol - this is the default value
- SSL - Secure Socket Layer
- HTTP - Hypertext Transfer Protocol
- HTTPS - Secure Hypertext Transfer Protocol
The External System record would look similar to the following:

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M.4 Configure an External Company Record

Use the following steps to configure an external company record.

1. Configure an External Company record for each company that will commuicate
with the current company.

For example, if you have three companies in your multi-company setup, each
company will have two external company records set up. In a two company multi-
company setup, each company will have one external company record.

2. Open External Company Maintenance. To do this, select System Management —


External System Integration — Setup — External Company Maintenance.

3. In the drop-down selection list at the top, select Multi-Company.

4. Search to see if any multi-company records already exist.

5. If the record does not exist, enter in the external company ID with which you will
be exchanging information. This isn’t the current company you are logged into.
(You cannot enter the current company ID as an external company.)

6. Enter the applicable information into the external company record. The External
Company record would look similar to the following:

7. Optionally, click on the available tabs and enter the following information:

* Connection. If you are connecting to a mult-company dashboard, enter


connection options for the servers so that you are allowed to view information
between companies.

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* External Plant. If you using consolidated purchasing, enter the external plant
detail information.
* External Warehouse. If you are using consolidated purchasing, enter the
external warehouse detail information.
* Multi-Company. If you are using onsolidated purchasing, multi-site GL
journals, or AP allocations, enter the necessary information.

8. If you use multi-site GL journals, or AP allocations, you need to initialize your GL


accounts. To do this, from the Actions menu, select Initialize / Send Multi-
Company G/L Accounts.

9. Save the record. Close the External Company Maintenance window.

10. Switch companies. To do this, select Options — Change Companies.

11. Select the other company that will be used in this Multi-Company configuration.

12. Go back into External Company Maintenance and set up an external company
record for this company pointing to the original company.

As a result, each of the two companies in this example have an external company
record pointing to each other company in this Multi-Company setup.

M.5 Verify Your Startup Schedule

Use the following step to verify if you have a Startup Schedule.

1. Determine if a startup schedule has been created. To do this, select System


Management — Utilities — System Agent.

2. Click on the Agent ID button.

3. Perform a search, and open the only record returned. Expand the tree on the left
until you see a list of schedules. This may be blank.

The screen should look similar to the following if you have a startup schedule
already created. Notice the schedule type of StartUp.

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4. If you do not have a startup schedule created, create one by selecting File — New
— New Schedule.

5. Enter the Startup Task Schedule description and select StartUp as the Schedule
Type.

6. Save the record. You now have a startup task schedule to which you can assign
tasks, such as the Multi-Company Server process.

M.6 Schedule the Multi-Company Server Process

Use the following steps to put the Multi-Company process on a Startup schedule:

1. Select System Management — Utilities — Multi-Company Server Process. The


screen should look similar to the following:

2. Select Startup Task Schedule (the schedule that already existed, or the one just
created) from the Schedule drop-down selection list.

3. Select Continuous and Recurring.

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4. Click the Submit button in the toolbar.

Now the process is submitted to run. If you look at your system monitor, the
Scheduled Tasks tab would look similar to the following:

M.7 Start the Multi-Company Process

The Multi-Company process is attached to a startup schedule so it will not run until the
server starts. Use the following steps to mimic this server action, which will start and
stop the process server and task agent in the Progress Explorer Tool or OpenEdge
Explorer Tool for this database.

1. Open the Progress Explorer Tool or OpenEdge Explorer Tool. Connect to the
server, and go to AppServers. For example, if a database was named custdb15,
then the process server could be custdb15ProcessServer, and the task agent could
be custdb15TaskAgent.

2. Right-click on each entry and choose Stop, or press the Stop button at the top when
the Appserver is selected. Your screen would look similar to the following:

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3. The task agent may take a minute to fully stop. To check to see if it stopped, right-
click on it and select Status. If you see the status screen, the process is still
stopping. Once this screen goes away, the process has stopped.

4. Restart the processes after they have stopped. To do this, right-click on each one
and click Start, or highlight the Appserver and press the Start button at the top.

5. After you have restarted both processes, check the task agent status to verify it is
running. (Broker Status = Active, Active Server = 1 and Busy Server = 1.)

6. Return to the System Monitor. The Multi-Company Process instance that was
scheduled appears in the Active Tasks tab. It will also still be in the Scheduled
Tasks tab. When Multi-company functionality is running, your System Monitor
should look similar to the following:

M.8 Review Multi-Company Log File

Use these steps to review the informative log file that is created during processing. The
file is located by default in the working directory of the database, or wherever you
specified during process scheduling.

1. Open the log file. Activity in the log file will look similar to the following:

2. Notice the messages stating there was a "Sonic Session Failure". This message can
be a result of any of the following:

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- SonicMQ Container not installed, configured or running properly


- SonicMQ Adapter not installed, configured or running properly
- SonicMQ Security installed, but password value is not entered correctly
- Inability to reach SonicMQ Container using the hostname and/or port numbers
provided
After the issue is resolved, the session failure messages stop.

Note! In a Multi-Company environment, the Multi-Company Server Process needs to


be running only once. In a Multi-Site environment, the process must be running
for each database.

M.9 Test the Communication

Use the following steps to test the Multi-Company environment is communicating


properly. You need to create a Global Customer and verify that the customer is
transmitted to the other companies.

1. Verify that the main (Epicor904) AppServer logging level is set to Verbose or
Extended. This will also increase the logging level for the Multi-Company log.

2. In one company (for example VN10T), create a new customer and select the
Global checkbox.

The Multi-Company Process transmits Customer and ShipTo records from that
company and sends it to the other companies (for example VN20C and VN30C).

3. Save the record.

4. Review the MultiCompany.log file to verify that the record was sent to the Sonic
Container. The log file could look similar to the following

* If the outbound transmission is working properly, the Multi-Company log will


include the message: "Processing Outbound Customer (VN10T/VN20C)".

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* If the inbound transmission is working properly, the Multi-Company log will


include the message: "Processing Inbound Customer (VN20C)".
If the records are being sent and received, your Multi-Company functionality is
configured and running.

M.10 Review Sonic Container Information

Use the following steps to login to the Sonic Management Console, which provides an
in-depth look into the Sonic Container.

1. Open the Sonic Management Console. Enter your login information. The default
information will work if the management console is opened from the server that is
also running the Sonic Container. Click OK

2. Click on the Manage tab. Expand the tree on the left to the broker level.

3. Right-click on a subscription on the left and click Browse Local Subscriptions.


Available message are displayed. Click on the Body tab to view the message
contents in XML format.

This same methodology for viewing contents in a sonic container apply for any
Sonic application.

M.11 Review Validation Errors

Use these steps to review the validation errors. Careful examination is required when
sharing information between two companies. The companies may have different sets of
codes, and intervention is needed during the transmission process.

1. Review the log file for errors. With errors, your log file may look simlar to the
following:

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2. Notice that the Company record, Quote Markup, Allocation Priority, Tax Region,
Customer Group, and FOB sent from company VN10T were invalid when the
company arrived in company VN20C. On the ShipTo record, the Territory and
Tax Region were invalid.

3. Find out why the records were invalid. Correct the issues.

M.12 Review Automatic Data Translations

Use these steps to review the results of the automatic translation that runs during the
inbound portion of the transmission process. The translation process compares the code
sets of the two companies and synchronizes the data in order to save manual steps.

1. Review the translation data. Your data could look similar to the following:

For example, if the Terms Code "NET30" exists in company VN10T, but the same code
is "N30" in company VN20C, the inbound customer will fail validation. A translation
should be set up in company VN20C on the external company record for VN10T with
Source Value "NET30" and Target Value "N30".

If company VN10T sends Customer records where the Terms Code is blank, and your
system needs inbound Customer records to have the Terms Code default to "N30",
create a record indicating the default value.

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M.13 Review Integrated Workbench

When a Validation Error occurs, manual intervention is required. Most of the functions
within Multi-Company have a specially designed screen for handling these errors.
Functions include Link Customer, Link Part, Link Vendor, Incoming Intercompany PO
Suggestions, and Add Intercompany Receipt.

1. If you are unable to fix a validation error using one of these screens, use the
Integrated Table Workbench to access the record. Your workbench could look
similar to the following:

2. Modify the required values.

M.14 Review Multi-Company Functionality

Use the following programs to review Multi-Company functionality.

1. Global Table. Using Global Part, Global Customer, and Global Supplier
functionality, a child company has the ability to control which fields they want to
be maintained by the Global Parent company. This can be controlled for all
external companies or can be maintained separately for each external company

2. Global Part. Use the Link Part tab in Part Maintenance.

3. Global Customer. From the Actions menu within Customer Maintenance, select
the Link Customer option.

4. Global Supplier. From the Actions menu within Supplier Maintenance, select the
Link Supplier option.

5. Inter-Company Trading. Use the Incoming Intercompany PO Suggestions


options from the Main Menu or the Incoming Linked PO Suggestions in Customer
Maintenance.

6. Global BAQ. Global BAQs are visible within Business Activity Query.

7. Consolidated Purchasing. Consolidated Purchase Orders are handled using the


normal functionality in Purchase Order Entry, Receipt Entry, and AP Invoice
Entry.

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Appendix N: Review Configuration File Settings

Use this appendix as a reference when modifying the configuration file settings in the
default.mfgsys file. The mfgsys file defines the main settings for server installation and
each client installation. If the .exe file can see the default.mfgsys file, the application
is ready to run.

The configuration file is an XML file that contains syntax understood by the
application. System Administrators use it to control various installations.

Note! You can also create a different configuration file and then have each
workstation launch with this alternate file. You can then keep the original file
while you experiment with different configurations. Create the alternate
configuration, and then define the /CONFIG run time argument on each
workstation. .

Configuration File (*.mfgsys) Tags

XML Tag Purpose and Expected Value


Application Settings <appsettings>

AppServerURL The address of the appserver where the client connects protocol:/
/server:port; it uses the form value "AppServerDC://
servername:port"
Protocol: AppServerDC by default, or else AppServer for load
balancing.
Server: Host name of the machine that runs AppServer.
Port: The port of the broker that runs the software. Default is
8301. Also, AppServer accepts strings and numbers, but the port
value only accepts numbers.

CultureCode value The ISO language code for the software installation. This will be
the language used on the overall system or the specific client
machine.
For example "enu" (English language)

ResourceFile A path name to the resource file. This file contains images and
other resources that can be changed by partners for branding
purposes; for example
"C:\mfgsys\client\res\MfgBaseImages.resources"

ToolbarSettings The path and XML file that defines the users’ default settings for
the toolbar functionality.
For example, ".\res\ToolbarSettings.xml"

ProductID value The product identifier; for example "Epicor"

Version value The current release and patch number for the application; for
example "9.05.500"

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Configuration File (*.mfgsys) Tags

XML Tag Purpose and Expected Value


EnterpriseProcessing Whether multiple concurrent sessions are allowed on the
workstation. The choices are true or false (the default).

SmtpServer The SMTP server that will be used to send e-mail.

ProductBrandText value The text that appears with the desktop icon

ProductBrandIcon value The icon for the application that appears on the desktop

ProductLogonImage value The bitmap file that is double-clicked to log into the system

SplashImage The splash screen image when you first log in

HelpAboutImage value The bitmap file for the Help About window

User Settings <userSetting>

UserID value The user ID for auto-login; for example, "BobJones"

Password value The password for auto-login; for example, "BobJ"

DataCollectionUser value Defines whether or not this user is a data collection user; these
users only have access to Data Collection functionality. Only
two values can be used - "true" or "false"

StartSystemMonitor value Defines whether or not the System Monitor will start when the
application is launched.
Only two values can be used - "true" or "false"

LastLoginID value The most recent login identifier that was used to access the
application; for example
"BobJones"

LoginDefault value The login default setting that defines what appears in the User
Name field. Four values are possible:
"Last" - Displays the last user ID that was used
"List" - Displays a list of all the recently entered user identifiers
"Windows" - Displays the same user ID used to log onto
Windows on this client machine
"None" - No default value; the User Name field will be blank

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Configuration File (*.mfgsys) Tags

XML Tag Purpose and Expected Value


FormOpenMode value The mode by which each form within the application will
launch. Three values are possible:
"AutoSearch" - Each form automatically displays its search
program. For example, the Sales Order Entry program will
automatically launch with its Sales Order Search program ready
for input
"AutoPopulate" - Each form automatically displays data from
the first record linked to the form
"Blank" - Each form loads without a special mode; all the fields
are empty

DefaultSearchFormLocation The area on your screen where all Search forms will appear by
default:
"top" - All Search forms will automatically display in the top
center of your screen
"center" - All Search forms will automatically display in the
middle of your screen

SingleSignOn value The choices are true or false (the default). A value of true
means that single sign-on logic should be used. No prompt for
user ID and password, should appear, but instead the user ID of
the current Windows user should be used.

Deployment Settings <deploymentSettings>

DeploymentServer The URI of the deployment directory on the deployment server.

deploymentType value The method the deployment system uses to deploy client
assemblies. The only accepted values are xcopy (the default) and
zip (which copies a named zip file locally and then unzips).

deploymentPackage value If the deploymentType is of type zip, the name of the zip file.
The default is ReleaseClient.zip.

optimizeAssemblies value The choices are true or false. A setting of true requires the user
to have admin rights on the machine.

doDateComparison If deploymentType is set to xcopy, this setting determines


whether the xcopy runs and does a date comparison with the /D
switch, or downloads all files regardless of date.
The choices are true (the default) or false. If it is set to false, then
xcopy copies all files regardless of modification date.

Help Settings <helpSettings>

HelpServerURL The path name that is used to point the client machine to the help
files. If you want to link the help files to a central server instead
of individually on each client, enter the path to the help files
location on the server.

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Optional Installations and Configurations

Configuration File (*.mfgsys) Tags

XML Tag Purpose and Expected Value


Epicor on the Web <epicorOnTheWebSettings>

CustomerCenter product The product and URL used when the user accesses the Customer
Center; for example "Epicor" followed by the URL href =
"https://epicweb.epicor.com/SupportVantage/default.aspx”

OnlineSupport product The product and URL used when the user accesses online
(ePortal) support; for example "Epicor" followed by the URL
href = "https://eportal.epicor.com"

Appendix O: Uninstall Options

Use these instructions if you need to uninstall the Epicor Application, if needed.

1. Use the Progress Explorer Tool or OpenEdge Explorer Tool to stop the following
functions in order:

* Stop the Appservers.


* Stop the databases.

2. Delete the databases:

* For SQL: Use SQL Management Studio to manually delete the SQL databases.
* For Progress: Browse to the database folder and manually delete the database
files that are located in the database subfolders. For example, go to C:\Program
Files\Epicor Software\Epicor905\DB.

3. Remove the Epicor 9.05 application. To do so:

* Insert your Epicor 9.05 DVD in the workstation's DVD-ROM drive (D:\). The
autorun feature should launch the Epicor 9.05 Installation program. If not,
choose Start — Run and enter the command: D:\ setup.exe.
* The Welcome dialog box appears. Click Next.
* The Check Customer Center on the Web option appears. Click Next.
* The Select the Software to Install window appears. Select the Install Epicor 9.05
Server option. Click Next.
* Select which Server platform option you want to uninstall:
- Progress OpenEdge on Windows

- SQL on Windows

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Optional Installations and Configurations

- SQL Unicode on Windows

* The installation goes into Repair Mode. Choose Uninstall. Click Next.
* To confirm the uninstall, click Next.

4. The uninstall process does 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 C:\Program
Files\Epicor Software\Epicor905. Manually delete any existing files and folders.

Page 120 of 120 Epicor 9.05 Installation Guide : Windows MSSQL Database Version 9.05.600