Install the Epicor 9.05 Client

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

9.1 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.

9.2 Install Microsoft Tools .NET 3.5 and WSE or WCF Runtime (Client)

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: http://w ww.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=ab99342f-5d1a-413d-8319-81da47 9ab0d7

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

b. 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:

http://www.microsoft.com/downloads/details.aspx?FamilyID=1F445589-818A-4E7B-B49B-FFE9393E4D0A&displaylang=en. a. Download the latest version of Microsoft Web Services Enhancements (WSE) 3.0 Runtime to your server

and/or Windows Admin workstation.

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

9.3 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

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

a. For the Client Destination, click Browse to navigate to a destination folder. For example, you can use C:\Program Files\Epicor Software\Epicor905.

b. For the Server Share Location, use \\<servername>\Epicor905, where <servername> is the machine name where the server installation was done.

c. 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.

a. Epicor 9.05: Select this checkbox to run your Epicor 9.05 database from this workstation.

b. 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.

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.

9.4 Install Crystal Reports 2008 Runtime (Client)

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. If you have a previous version of Crystal Reports .Net Runtime installed on your client, use the following to

uninstall the previous version:

a. Navigate to Start > Control Panel > Add or Remove Programs. b. Select Crystal Reports .Net Runtime and click Remove.

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 2008 Runtime file. For example, download Crystal_2008_03_Runtime.zip. 5. Navigate to the downloaded file. Open the .zip file and extract the contents.

6. Double-click to run the EXE file. For example, run the CRRuntime_12_3_mlb.exe file. 7. The Welcome window appears for Crystal Reports 2008 Runtime. Click Next.

8. Review the license agreement information. Select I accept the License Agreement. Click Next.

9. Specify the folder for the installation of Crystal Reports 2008 .Net Runtime, and select Everyone as the user

of the computer. Click Next.

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

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

c. Click Next.

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

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

9.5 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 the Epicor Software folder. For example: Users\Public\Start Menu\Programs\Epicor Software 4. Paste the Epicor905 folder.