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.
- 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.
- 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.
B.2 Configure Embedded Education Courses Client
Use these steps to configure the embedded education course client.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.
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:
- 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.