Manual Installation and Conversion Issues

Use this section to assist with manual installations or conversion issues.

11.1 Manually Install Epicor Administration Console

Use these steps to manually install the Epicor Administration Console, if needed. The Epicor Administration Console is installed during the Epicor application installation, but it can be manually installed on a different server or reinstalled on the initial server, if needed.

1. Navigate to the Administration folder in the path where your Epicor application is installed. For example, go to C:\Epicor\[product]\[version]\SupplementalInstalls\Administration.

Note If you have installed an update to the base Epicor ERP 10 application, for example, Epicor ERP 10.0.700.x, you must use the updated installer. For example, go to C:\Epicor\[product]\[product version]\Updates\[update version]\SupplementalInstalls\Administration.

2. Right-click the Setup.exe file and select Run as Administrator. A Welcome window appears. Click Next.

Your dialog may look similar to the following:

3. The Confirm Installation window appears. Click Next.

4. The Installing Epicor Administration Console window appears. Click Next.

5. The Installing Complete window appears. Click Close.

6. Optionally, you can add an Epicor Administration Console shortcut to your desktop. To do this, navigate to Start > All Programs > Epicor Software > Epicor Administrative Tools. Right-click Epicor

Troubleshooting Epicor ERP 10 Installation Guide

11.2 Manually Import Posting (Booking) Rules

If you need to manually import posting (booking) rules, you can use these to import your posting rules for both Standard and Extended Rules. Note that during a migration from Epicor 9.05.702A to Epicor 10, the posting (booking) rules are automatically imported as part of the mandatory conversions that are run using the Conversion Workbench.

1. Logon to your Epicor 10 application. To do this, click the EpicorERP10 shortcut that was created on your desktop.

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

3. From the Actions menu, select ImportACTType.

4. Click the Input File Name button. Navigate to the necessary folder based on your posting rules type. For example, go to one of the following:

• Standard rules: c:\inetpub\wwwroot\<shared install folder>\server\Erp\PostingRules\Standard

• Extended rules: c:\inetpub\wwwroot\<shared install folder>\server\Erp\PostingRules\Extended

• CSF (Country Specific Functionality) rules: c:\inetpub\wwwroot\<shared install folder>\server\Erp\PostingRules\[CSF Country]

Note You should only import CSF posting rules if you have activated the corresponding CSF license for your company. Refer to the CSF Guides for details on using CSF Posting Rules.

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.

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 that newly created revisions are automatically set to Active in all companies.

10. Click OK to begin the import.

11. You may be prompted with the Book Mapping dialog if any imported revisions contain books with IDs that do not exist in the company to which you are importing rules. Do the following and click OK:

• Specify the mapping to select which book in the company should receive rules from which book in the import xml file. The import program verifies if the imported rules use segments that don't exist or are defined with a different name in the receiving book's Chart of Accounts (COA). If such segments exist, you must either manually select the correct segment of the receiving COA that should be used or specify that these segments should be assigned new values during the import.

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• If you want to map the selected book identifier to all transaction types, select the Use for all transaction types check box.

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.

11.3 Uplift ODBC Epicor 9.05 Crystal Reports to Epicor ERP 10

All reporting development for Epicor ERP 10 is provided using Microsoft SQL Server Reporting Services (SSRS), and the Epicor provided reports are only shipped for SSRS. But, the Crystal Reports functionality is still available with Epicor ERP 10. After migrating your Epicor 9.05 database to Epicor ERP 10 you can uplift your Epicor 9.05 Crystal Reports for use with your Epicor ERP 10 application.

Note If you continue to use your Crystal reports be aware that the .rpt (report) files are no longer supported or maintained in the base Epicor ERP 10 application. Contact Technical Support if you require guidance in loading the .rpt files into your Epicor ERP 10 application or pointing your custom report styles to your Crystal forms.

Use the following steps to uplift your existing ODBC Epicor 9.05 Crystal Reports to Epicor ERP 10.

1. Open a Crystal Report .rpt file in Crystal Designer.

2. Create a database. To do this:

a. Click Database Expert from the Database menu.

b. Browse to OLE DB(ADO) and select Make New Connection.

c. Select SQL Server Native Client 11.0 in the provider list. Click Next.

d. Enter Server, User ID, Password, and Database to specify your Epicor ERP database. Click Finish.

3. Set your database source location. To do this:

a. Click Set Database Location.

b. Select a table in the Current Data Source section.

c. In the Replace with field select the datasource that you created in the above steps. Expand the dbo = Views tree. Verify if the selected table in Current Data Source is listed in the Views tree.

• If it is listed, select that table and click Update. Notice that in the Current Data Source the table is moved to the new Data Source tree.

Note If you click Update and nothing happens, close Crystal Designer and reopen it again.

• If it is not listed, expand erp = Tables and select the matching table that you previously selected in the Current Data Source. Note that in some cases, Crystal cannot map a column and the Map Field window opens and you have to manually map the column. If the column does not exist, make sure you did not select Match type. You may need to try several times to match an unmapped field.

Troubleshooting Epicor ERP 10 Installation Guide

Note Typically you must match with the View before you match the table since the View includes all the Extended Columns. If you are matching against a table and the next table name has the exact table name plus "_UD", you are matching against the wrong table. In this case you should match against a View.

d. Repeat the above steps until each table is moved to the new datasource.

4. Click on Preview the report. View the report

Note If you are prompted with a message that "Boolean is required here" change 1 to true and 0 to false to match the datatype used in Epicor ERP 10.

11.4 Change or Uninstall Epicor ERP 10 Application

Use these steps to add or remove programs and features related to your Epicor ERP 10 application. This section also includes steps to uninstall the Epicor ERP 10 application from your server or Epicor ERP 10 client from your workstation.

Note It is highly recommended that you create a backup of all your important files, such as your databases, prior to uninstalling the application.

11.4.1 Add or Remove Program Features

Use these instructions if you want to add or remove program features that are related to your Epicor ERP application.

1. Navigate to Control Panel > Programs and Features.

2. Right-click Epicor ERP Version 10 and select Change from the context menu. The Install Wizard verifies Epicor ERP installation. To update the current installation, click Next.

3. On the Select components dialog, select the program features that you want to add or remove from the current Epicor ERP installation. Click Next.

4. On the confirmation dialog, click Next. The Epicor ERP features you selected are added or removed.

5. On the completion dialog, click Finish.

11.4.2 Uninstall Epicor ERP 10 Application

Use these instructions if you need to uninstall the Epicor ERP 10 application from your server. It is highly recommended that you create a backup of all your important folders and files, such as the C:\Epicor\ERP10 folder and its subfolders, prior to uninstalling the application. It is also recommended that you save this backup in a safe location. Note that the uninstall process deletes everything from the \Epicor\ERP10 folder. Do not store your backup in the \Epicor\ERP10 folder.

1. Create a backup of your important folders and files. For example, at a minimum, create a backup of the following folders:

• \Epicor\ERP10\db

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• \Epicor\ERP10\custom

• \Epicor\ERP10\csg

• \Epicor\ERP10\server\reports

2. Navigate to Control Panel > Programs and Features.

3. Right-click Epicor ERP 10.0 and select Uninstall from the context menu.

4. On the Uninstall Epicor ERP 10.0 dialog, click Next.

5. On the confirmation dialog, click Yes to confirm the removal of the Epicor ERP application. The Epicor ERP application is uninstalled.

6. On the completion window, click Finish.

7. The uninstall process may 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 \Epicor\ERP10. Manually delete any existing files and folders.

11.4.3 Uninstall Epicor ERP 10 Client

Use these instructions if you need to uninstall the Epicor ERP 10 client from your workstation.

1. Close all Epicor 10 client instances that are running on your workstation.

2. Navigate to Control Panel > Programs and Features.

3. Right-click on Epicor ERP 10 Client and select Uninstall from the menu.

4. In the Previous Install dialog, the Update or Uninstall a single instance option is selected by default. Use the drop-down menu to select the instance. Click Next.

5. On the Shortcut Creation dialog, select the Uninstall this client check box. Click Next.

6. On the Confirmation dialog, click Yes. The Epicor 10 client is uninstalled.

7. When it is completed, click Finish.

8. The client uninstall process may not delete all the 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 ERP 10 client.

For example, go to \Epicor\ERP10\Client. Manually delete any existing files and folders.

Troubleshooting Epicor ERP 10 Installation Guide