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.

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:

a. Web Forms Package: Enter EpicorWebAccessForms.zip which stores the files that related to web forms such aspx, js, and css.

b. Web Services Package: Enter EpicorWebAccessServices.zip which stores the files that are related web services such as asmx, and dll.

c. Click Next.

Enter the following information:

a. Epicor Web Access Site: Enter your site name.

b. 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. c. 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. d. 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 Integrated Pipeline mode. If the list is empty, click the New button to create a new application pool that uses an Integrated pipeline. The App Pool is available only when installing in an IIS 7 environment.

e. Progress Server: Enter the name of your Epicor Progress Application Server (AppServer).

f. 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.

g. 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.

h. Click Next.

Enter the following information:

a. 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.

b. 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.

c. Report Monitor Polling for Server (ms): Select the number of milliseconds for report polling from the web server.

d. 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 Priority Interval for Client.

e. 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.

f. Auto Purge Older Reports For Server (days): Select the number of days the report is available before it is automatically delete from the server.

g. 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.

h. 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. i. Click Next.

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

7. If you entered an Epicor Web Access Site name that already exists, the Install Options dialog opens. Review

the options and click the button that specifies your desired installation option. Options include:

• Install New Site. Select this button to install a new Epicor Web Access site using the name you specified. The installation will remove all the web forms and assemblies that were previously installed in the site, and it will install new web forms and new assemblies.

• Upgrade Site. Select this button to keep the existing Epicor Web Access site in place. The installation will overwrite all Epicor web forms and replace any changed assemblies. Custom forms will be kept in place.

• Cancel. Select this button to cancel the installation.

8. 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.

9. If your Epicor Web Access installed successfully, a window similar to the following should appear:

10. 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.

11. Click Login.