This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software is likely to be unique in their requirements in the use of such software and their business processes, users of this document are always advised to discuss the content of this document with their Epicor account manager. All information contained herein is subject to change without notice and changes to this document since printing 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. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements in this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of platform and product compatibility in this document shall be considered individually in relation to the products referred to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible with both of the products running at the same time on the same platform or environment. Additionally platform or product compatibility may require the application of Epicor or third-party updates, patches and/or service packs and Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs released by third parties after the date of publication of this document. Epicor® is a registered trademark and/or
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SQL Version
Revision: September 13, 2011 3:33 p.m. Total pages: 119
Contents
Introduction...9
Part I: Getting Started...10
Chapter 1: Verify Release Documentation...10
1.1 Verify Revision Date...10
1.2 Review Revision History...10
Chapter 2: Perform Required Upgrades...12
2.1 Verify Access to EPICweb...12
2.2 Verify Latest 9.04.507x Version Installed...12
2.3 Verify Financial Groups are Posted...13
2.4 Perform Upgrade to SQL 2008...13
Chapter 3: Set Up Test Environment...14
3.1 Set Up Test Environment Process...14
Chapter 4: Create Back Ups...14
4.1 Back Up Database and System...14
4.2 Back Up Customized Reports...15
4.3 Back Up Custom Client MFGSYS Files...15
Part II: Pre-Installation...16
Chapter 5: Pre-Installation Steps...16
5.1 Review Epicor Application Dependencies...16
5.2 Review Software Requirements...16
5.3 Review Hardware Requirements...17
5.4 Verify Windows Server 2008 Compatibility...17
5.5 Determine Web Service Type: WSE or WCF...17
5.6 Review Epicor 9.05 Functionality...17
5.7 Set Up SQL Collation for Epicor 9.05...18
5.8 Disable Error Reporting...18
5.8.1 Using Windows 7...18
5.8.3 Using Windows Server 2008 R2...19
5.9 Download Latest Updates...19
5.10 Download Latest OpenEdge Updates...20
5.11 Setup Progress OpenEdge Explorer Tool...20
Part III: Installation...21
Chapter 6: Install the Epicor 9.05 Server...21
6.1 Install Microsoft Tools: .NET 3.5 and WSE or WCF Runtime (Server)...21
6.2 Stop Appservers and Database...22
6.3 Start Server Installation...22
6.4 Install Progress OpenEdge 10.2A...22
6.4.1 If you selected the Typical/Automatic Install option...23
6.4.2 If you selected the Advanced/Manual Install option...23
6.5 Install Progress OpenEdge 10.2A SP...24
6.6 Install Progress OpenEdge 10.2A SP Hot Fix...25
6.7 Share the Epicor Folders...25
6.8 Install Epicor 9.05 Server Software...26
Chapter 7: Install Latest Updates...28
7.1 Verify Specific Folders are Not Read-Only...28
7.2 Install Epicor 9.05 Service Pack on the Server...28
7.3 Install Epicor 9.05 Patch on the Server...29
7.4 Install Epicor 9.05 Help Content Pack...29
Chapter 8: Install Epicor Administration Functionality...31
8.1 Install Epicor Administration Console...31
Chapter 9: Install the Epicor 9.05 Client...32
9.1 Before You Start...32
9.2 Install Microsoft Tools .NET 3.5 and WSE or WCF Runtime (Client)...32
9.3 Install Epicor 9.05 Client Software...32
9.4 Install Crystal Reports 2008 Runtime (Client)...33
9.5 Copy Shortcuts for All Users...34
Part IV: Post-Installation...35
Chapter 10: Post-Installation Steps on the Server...35
10.1 Verify Parameter File Settings...35
10.2 Configure the Euro Currency Symbol...37
10.3.1 Establishing an administrative account...37
10.3.2 Establishing Local Security Policy...37
10.3.3 Establishing the AdminService Setting...38
10.4 Upgrade to Service Connect 9.05...38
10.5 Upgrade to Epicor Portal 9.05...39
10.6 Setup Full-Text Searching on MS SQL Server...39
10.6.1 Review the Process - Building Full-Text Catalogs...39
10.6.2 Starting the MS SQL Search Service...40
10.6.3 Enabling Full-Text Search for Your Database...40
10.6.4 Defining the Catalogs...40
10.6.5 Changing Database Schema...41
10.6.6 Initial Population of Catalogs...41
10.6.7 Verifying that the MSSQL Server Agent is Running...42
10.6.8 Setting Up the Catalogs to Update Incrementally...42
10.6.9 Testing Server Impact for each Job...43
Chapter 11: Prepare Your Database...44
11.1 Convert Your Database...44
11.1.1 Pre-Conversion Tasks...44
11.1.2 Restore Schema Holders...45
11.1.3 Run Schema Change...45
11.2 Add Epicor and Application Server Connections...46
11.3 Import License Codes...46
11.4 Add Company...47
11.5 Run Data Conversions...47
11.5.1 Set Epicor Admin Tools PROPATH...47
11.5.2 Run Conversions Using Epicor Admin Tools...48
11.6 Stop and Start Database and App Servers...48
Chapter 12: Log in the First Time...50
12.1 Import Posting (Booking) Rules for Extended Rules...50
12.2 Review Blocked Standard Posting Rules (if any)...51
12.3 Set Up System Agent for Printing (First Time Login)...51
12.4 Maintain Your Customizations and Personalizations...52
12.5 Test Business Activity Query (BAQ) Calculations...53
12.6 Test Business Activity Manager (BAM) Upgrades...53
12.7 Update and Test Business Process Management (BPM) Directives...54
12.8 Test Custom Code Programs...54
12.9 Test System and Repeat Installation...54
Chapter 13: Restore Demonstration Database...55
13.1 Download Demonstration Database File...55
13.3 Restore the Demonstration Database - SQL Server...55
13.4 Import Product Licenses and Enable Modules...57
13.5 Start Database and Main Appserver...57
13.6 Run Manual Conversion...58
13.7 Set Up System Agent for Printing (Demo Database)...58
13.8 Restart Remaining Appservers...59
13.9 Test Demonstration Database Update...59
Part V: Appendices...60
Appendix A: Configure Windows Admin Workstation...60
A.1 Install ODBC Driver (Native Client 10)...60
A.2 Install Progress OpenEdge...60
A.3 Install Epicor 9.05 Client...61
Appendix B: Install Embedded Education Courses...62
B.1 Enable ASP .NET 2.0 Application (64-bit only)...62
B.2 Install Embedded Education Courses Process...62
B.3 Configure Embedded Education Courses Client...64
B.4 License Embedded Education Courses...64
Appendix C: Install Epicor Administration Console...66
C.1 Uninstall Epicor Administration Console...66
C.2 Install Epicor Administration Console...66
Appendix D: Install and Deploy Epicor Web Access...67
D.1 Enable ASP .NET 2.0 Application (64-bit only)...67
D.2 Install Crystal Reports Runtime and Embedded Server...67
D.2.1 Uninstall Previous Versions of Crystal Reports Runtime and Embedded Server...67
D.2.2 Install Crystal Reports 2008 Runtime (Web Access)...68
D.2.3 Install Crystal Reports Embedded Server...68
D.3 Configure Forms and Components...69
D.4 Install Epicor Web Access...70
D.5 Deploy Epicor Web Access...73
D.6 Configure Epicor Web Access...74
D.7 Assign Resource Folder Properties and Sharing...75
D.8 Install Full Adobe Reader on Epicor Web Access Client...75
D.9 Update Epicor Lightweight Client Installer File...75
D.10 Configure EWA Reporting URL Display Features...76
D.10.1 Configure: Windows 2008 64-bit Web Server - PDF...76
D.10.2 Configure: Windows 2008 32- or 64-bit Web Server - XLS...77
D.12 Generate Web Forms for User Dashboards...78
D.13 Review Supported Browsers and Configuration...78
D.14 Set Up Compression for Performance Tuning...79
D.14.1 Compression for Windows 2008 or Vista (IIS7)...79
D.15 Set EWA Server Timeout...80
Appendix E: Install Epicor Replication Server...81
Appendix F: Install Epicor SQL Server Reporting (SSRS)...82
F.1 Verify SSRS Prerequisites...82
F.2 Enable IIS 6 Management Compatibility...82
F.2.1 Using Vista and Windows 7...82
F.2.2 Using Server 2008...83
F.3 Install Custom Assembly DLL File (Report Server)...83
F.4 Install Microsoft Report Viewer 2010 Redistributable Package...84
F.5 Configure Epicor SQL Report Monitor...84
F.6 Maintain Epicor SQL Report Monitor Configuration...87
Appendix G: Install Epicor Enterprise Search...88
G.1 Verify SQL Server Prerequisites...88
G.2 Create Back Ups (if Previous Version Installed)...88
G.3 Uninstall Epicor Enterprise Search (if Previous Version)...88
G.4 Install Epicor Enterprise Search Process...88
G.5 Configure Replication Server for Epicor Enterprise Search...89
G.6 Configure Epicor Enterprise Search...90
G.7 Uninstall Information...91
Appendix H: Install Epicor Mobile Access...92
H.1 Enable IIS 6 Management Compatibility...92
H.1.1 Using Vista and Windows 7...92
H.1.2 Using Server 2008...92
H.2 Install Epicor Mobile Access Process...92
H.3 Configure Epicor Mobile Access...93
Appendix I: Install Epicor Information Worker...94
Appendix J: Install Epicor Sharepoint Publisher...95
Appendix K: Configure Your Help System...96
K.1 Host Help System in a Web Site...96
Appendix L: Upgrade to Infragistics NetAdvantage...98
Appendix M: Install SonicMQ...99
M.1 Determine Your Security...99
M.2 Install SonicMQ With Security Enabled...99
M.3 Install SonicMQ Without Security Enabled...100
M.4 Install SonicMQ Updates...101
M.4.1 Download Latest Update File...101
M.4.2 Install Sonic SP for Windows...101
M.5 Set Up Sonic Test Environment...102
M.6 Review Possible Installation Messages...102
M.6.1 Adapter .jms error in the AppServer log...102
M.6.2 Javax.jms Exception error in the AppServer log...102
M.6.3 Javax.jms Security error in the AppServer log...102
M.6.4 General Error Message...103
Appendix N: Set Up Multi-Company Functionality...104
N.1 Verify Multi-Site Management License...104
N.2 Verify SonicMQ Broker Status...104
N.3 Configure an External System Record...105
N.4 Configure an External Company Record...106
N.5 Verify Your Startup Schedule...107
N.6 Schedule the Multi-Company Server Process...108
N.7 Start the Multi-Company Process...108
N.8 Review Multi-Company Log File...109
N.9 Test the Communication...110
N.10 Review Sonic Container Information...111
N.11 Review Validation Errors...111
N.12 Review Automatic Data Translations...112
N.13 Review Integrated Workbench...113
N.14 Review Multi-Company Functionality...113
Appendix O: Review Configuration File Settings...115
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:
Part I: Getting Started
This part of the guide explains how to get started with your Epicor 9.05 installation.
Chapter 1: Verify Release Documentation
Use these instructions to review and verify the release documentation prior to starting the installation.
1.1 Verify Revision Date
Use these steps to verify that you have the latest version of the installation guide.
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. In the Available Downloads list, locate and download the appropriate installation guide for your platform,
either SQL, Progress, or Linux/ UNIX.
4. Open the file. On the Disclaimer page, verify that the Revision date is the same as the Revision date on the
installation guide you are using.
Note Be sure to always use the installation guide with the latest Revision date.
1.2 Review Revision History
Use this section to review the revision history of this document. This list includes major revisions that impact customers, such as the additions, deletions or changes to a section or set of steps. It does not include any minor revisions of text or formatting. The revision history is listed by Service Pack.
Service Pack 606
Description Section
Removed references and support for Windows Server 2003 All
Add "Verify Financial Groups are Posted" to Perform Required Upgrades section Getting Started
Add "Verify Release Documentation" Getting Started
Remove "Create ODBC Connection" from Install Latest Updates section; Move "Configure Windows Admin Workstation" from Install Epicor Administration Functionality section to Appendix section (for SQL only)
Installation
Add "Setup Progress OpenEdge Explorer Tool" Pre-Install
Description Section
Changed "Verify Parameter File Settings"; Changed "Restore Demonstration Database" Security Manager login to epicor / epicor
Chapter 2: 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.
2.1 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). To create an account
go to: http://support.epicor.com
3. If you are new to EPICweb, review the following links available on the EPICweb home page:
• An Overview of the New EPICweb • Change or Reset Your Password
2.2 Verify Latest 9.04.507x Version Installed
Use this section to verify you have the latest version of Epicor 9.04.507x installed prior to upgrading to 9.05. • If you are an existing customer on Vantage 8.03x, use this section to upgrade to Epicor 9.04 and then install
the latest 9.04.507 service pack and 9.04.507x patch.
• If you are an existing customer on Epicor 9.04, use this section to install the latest 9.04.507 service pack and 9.04.507x patch.
Note Prior to installing Epicor 9.05, your Epicor application must be upgraded to 9.04.507x.
1. If your Epicor application is at version 8.03.40x or earlier, use these steps to upgrade to Epicor 9.04. Contact
your Epicor consultant for assistance if necessary.
a. 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
b. From the 9.04 section, download the Epicor 9 Installation 9.04 guide for either Progress, SQL or Linux/UNIX, based on your database.
c. Use the installation instructions to upgrade your Epicor application from 8.03.40x to 9.04.
d. Verify you have completed the required steps in the Run Additional Conversions section. 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 that you manually run Conversion 10080 prior to installing Epicor 9.05. Conversion 100080 must be run against the Epicor 9.04 database. 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.
2. After you have upgraded your system to 9.04, use the following steps to upgrade to the latest 9.04.507
Service Pack and 9.04.507x Patch.
a. 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
b. Download and install the latest Service Pack onto your 9.04 system. For example, download and install the 9.04.507 Service Pack. Use the Service Pack Installation Guide, available on that same site, for instructions.
c. Download and install the latest Patch onto your 9.04.507 system. For example, download and install the 9.04.507A Patch. Use the Patch Installation Guide, available on that same site, for instructions.
2.3 Verify Financial Groups are Posted
Use the following instructions to verify that your financial groups have been posted prior to upgrading.
1. In your Epicor application, verify that the following financial groups have been posted:
• AR Cash Receipt Entry groups • AR Invoice groups
• GL Journal Entry groups • Payroll Check Entry groups • AP Payment Entry groups • AP Invoice groups
2. In your Epicor application, go to Job Management and open the Capture COS/WIP Activity Process.
Run this task to capture and execute the calculation process for work-in-process (WIP) and/or cost of sales (COS) for standard jobs, project jobs, inventory, receipts, and adjustment transactions.
2.4 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. 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
Chapter 3: 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.
3.1 Set Up Test Environment Process
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.
Chapter 4: Create Back Ups
Create the following back ups prior to continuing with your installation.
4.1 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 Demonstration Database version can be installed.
5. Verify that your backups are valid and can be restored if needed. To test that your backup is valid, restore
4.2 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.
4.3 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.
Part II: Pre-Installation
This part of the guide lists the steps to perform before installing or upgrading Epicor 9.05.
Chapter 5: Pre-Installation Steps
Use these steps prior to installing or upgrading the Epicor 9.05 application.
5.1 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.
5.2 Review Software Requirements
Software requirements have been updated for this release. Use the following information to update your system. • Windows Server 2008 or Windows Server 2008 R2 must be installed on the server.
• If you use a Windows XP workstation, you must have Windows XP Service Pack 2 installed.
• 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.
5.3 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.
5.4 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.
1. 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.
2. If you use Windows Server 2008, you also need to install Application Server and IIS with V6 compatibility. 3. With Windows Server 2008, a firewall is installed. The firewall needs to be 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.
5.5 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
5.6 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 theServices Request Form. The form is available on
the EPICWeb Services site. You can use the following link: https://epicweb.epicor.com/services/Pages/default.aspx.
5.7 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.
5.8 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.
5.8.1 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.
5.8.2 Using Windows Vista or Windows Server 2008
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.
5.8.3 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.
5.9 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: • SQL Server (32 bit): SP90560x-S.EXE
• SQL Server (64 bit): SP90560x-S64.EXE • SQL Unicode (32 bit): SP90560x-SU.EXE • SQL Unicode (64 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: • SQL Server: PA90560xx-S32.EXE
• SQL Server 64: PA90560xx-S64.EXE • SQL Unicode: PA90560xx-SU32.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.
5.10 Download Latest OpenEdge Updates
Use these steps to download the latest Open Edge service pack and service pack hot fix files.
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 > OpenEdge > 10.2A.
3. Based on your environment, go to the appropriate folder. Download the latest OpenEdge service pack file
onto your machine, if it is not already installed. For example, select one of the following files: • For Windows 32: 102ASP3.exe
• For Windows 64: 102ASP3x64.exe
4. Based on your environment, go to the appropriate folder. Download the latest OpenEdge service pack hot
fix file onto your machine, if it is not already installed. For example, select one of the following files: • For Windows 32: Rl102asp0323hf.exe
• For Windows 64: Rl102asp0323hf-64.exe
5. If you want to use the OpenEdge Explorer tool instead of the Progress Explorer Tool, you can access the files
from the Epicor 9.05 DVD or download them from EPICweb. To download the files, based on your environment, go to the appropriate folder. Download the latest OpenEdge Management file onto your machine. For example, select one of the following files:
• For Windows 32: OEM102A_nt.exe • For Windows 64: OEM102A_nt64.exe
Note From the OpenEdge > 10.2A folder, you must also download the OpenEdge Management
Guide file(OpenEdgeManagement_Guide.pdf).
5.11 Setup Progress OpenEdge Explorer Tool
If you want to use the OpenEdge Explorer tool instead of the Progress Explorer Tool, use these steps to setup the OpenEdge Explorer tool.
1. Verify that your OpenEdge admin services are not running.
2. Go to the OpenEdge Management Guide that you previously downloaded. The file is called
OpenEdgeManagement_Guide.pdf.
3. Use the guide for instructions on setting up the OpenEdge Explorer tool.
Note You can use the OpenEdge Management files you previously downloaded from EPICweb, or
you can access the files from the Epicor 9.05 DVD in the OEManage folder.
4. After being installed, you can access the OpenEdge Explorer tool from Start > Programs > OpenEdge Explorer.
Part III: Installation
This part of the guide explains how to install or upgrade the Epicor 9.05 application.
Chapter 6: 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.
6.1 Install Microsoft Tools: .NET 3.5 and WSE or WCF Runtime (Server)
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 server.
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 toDownload
Web Services Enhancements (WSE) 3.0 Runtime: http://www.microsoft.com/downloads/details.aspx?Famil yID=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.
6.2 Stop Appservers and Database
If you have OpenEdge already installed, use the following steps to stop the appservers and database prior to starting the installation.
1. Sign on to the server and/or 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.
6.3 Start Server Installation
Use the following steps to start the server installation.
1. Insert your Epicor 9.05 DVD in the server'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.
6.4 Install Progress OpenEdge 10.2A
Use these instructions to install Progress OpenEdge 10.2A on your server and/or Windows Admin workstation. You will need to reboot the server after completing this section.
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.
6.4.1 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.
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.
6.4.2 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.
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.
6.5 Install Progress OpenEdge 10.2A SP
Use the following instructions to install the latest Progress OpenEdge service pack file on your server and Windows Admin workstation.
Important 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.
7. Click Next to confirm you have backed up your system files.
8. Click Next to confirm the summary information. The installation proceeds.
Note 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.
6.6 Install Progress OpenEdge 10.2A SP Hot Fix
Use the following instructions to install the latest Progress OpenEdge service pack hot fix file on your server and Windows Admin workstation.
Important Do not skip this step.
1. Go to the OpenEdge service pack 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.
6.7 Share the Epicor Folders
Use the following steps to share the Epicor folders.
Note If you are using Windows Server 2008, the steps may be slightly different.
1. On the C: drive, create the C:\Program Files\Epicor Software\Epicor905 folder if it does not already exist.
a. Right-click on the \Epicor Software\Epicor905 folder and select Sharing and Security.
b. 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.
c. Click the Permissions button. It is recommended that you assign Full Control to the Everyone group. Click OK to accept the permissions.
d. 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.
a. Right-click on the folder icon and select Sharing and Security.
b. Select the option to Share this Folder. EpicorData displays as the default share name.
c. Click the Permissions button. It is recommended that you assign Full Control to each user folder. Click
OK.
d. Click OK to accept the share options.
6.8 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:
a. SQL on Windows
b. 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 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.
a. 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.
a. If prompted with a message that The SQL Database restore failed, most likely you selected a SQL Instance that is not SQL 2008 or later, click OK. The installation continues.
11. On the Server Setup window, click Finish. If prompted to confirm exiting the setup program, click OK.
Chapter 7: Install Latest Updates
Use these steps to install the latest Epicor 9.05 service pack, patch and help system patch on your system.
In these instructions, drive C: refers to a local hard drive. If your local hard drive is assigned to a different letter, substitute that letter during these instructions.
Some of the instructions are based on using Windows Server 2008. If you use a different operating system you may need to make slight adjustments to the instructions.
7.1 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.
7.2 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. A Welcome window appears. Click Next.
5. The Application Requirements window appears. Review the upgrade status for each required component.
Possible statuses include:
• If any components have a Fail status, click the Details button to review 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.
6. Review the default directory that is displayed. This is the directory where your Epicor application program
files are located. Click Change and select a different directory if the installation you want to update is not the one listed. Click Next.
7. If you use Country Specific Functionality (CSF), review the notification regarding licensing. Click Next. 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 Finished.. The Epicor application service pack is now installed.
7.3 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.
9. A message appears, stating that the application patch installation is complete. Click Finished.
The Epicor application patch is now installed.
7.4 Install Epicor 9.05 Help Content Pack
Use these steps to install the Epicor Help Content Pack on your system. The Help Content Pack contains the updated online help system available with this release. Typically, Help Content Packs are available with Service Pack releases, not Patch releases.
1. Go to the directory where you download the latest Epicor 9.05 Help Content pack file. 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.
6. A completion message appears. Click Finish.
Chapter 8: Install Epicor Administration Functionality
Use these instructions to install Epicor administration functionality.
8.1 Install Epicor Administration Console
Use these steps to install the Epicor Administration Console on your server and/or on your Windows Admin Workstation.
1. Go to the directory where your Epicor application is installed. 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.
Chapter 9: 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.
Part IV: Post-Installation
The following procedures explain the steps you perform after installing or upgrading Epicor 9.05, right up to logging into the application client.
Chapter 10: Post-Installation Steps on the Server
Use the following instructions to set up your server after installation.
10.1 Verify Parameter File Settings
Use these steps to verify the parameter settings that are defined in the *.pf files. Several parameter settings are required in order for your appservers to start and for your system to run properly. The parameter settings may differ based on your database type, either Progress or SQL.
Note If the required parameters are not included in the *.pf file, your appservers will not start. 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. For example, parameter
files include: Mfgsys.pf, MfgTrain.pf, MfgTest.pf, MfgPilot.pf.
3. For both SQL and Progress databases, use the following to verify the required parameters in the .pf file. Required Value Description
Parameter
-disabledeltrig Disable delete trigger to allow replication logic to run properly.
Even if you do not use replication, this parameter is required. This parameter must not be the last line in the .pf file. -disabledeltrig
-rereadnolock changes read-only record retrieval to get consistent results
-rereadnolock
-ttmarshal 5 Improve performance
-ttmarshal
-tmpbsize 8 Improve performance by allowing appserver agent to hold
more temporary table records before paging them out to the -tmpbsize
temporary disk file. If the value is not 8, a warning message is displayed but the appservers are allowed to start.
4. For SQL databases only, use the following to verify the required parameters in the .pf file. Required Value Parameter PRGRS_NOWAIT_OVERRIDE,1 PRGRS_NOWAIT_OVERRIDE TXN_ISOLATION,1 TXN_ISOLATION PRGRS_NATIVE_LOCKWAIT,30000 PRGRS_NATIVE_LOCKWAIT
5. For both SQL and Progress databases, use the following to verify the optional parameters in the .pf file. Optional Value Description
Parameter
-Bt 4096 Improve appserver performance in dealing with temporary tables.
Increase the value based on the amount of memory on the server -Bt
where the Epicor application is installed. For example, for 4 GB of RAM, increase value to 4096; for 8 GB of RAM increase to 8192.
6. If needed, review the parameter values in the following example .pf files.
• Example: Progress
• Example: SQL
7. Later, when you start your appserver, if the appserver does not start due to parameter validation issues,
review the appserver log file. In a standard installation, the log file is located in the Server\Logs folder.
10.2 Configure the Euro Currency Symbol
If you use a non-unicode Epicor environment and you need to display the Euro currency symbol within Epicor program or reports, you must update the .pf file code page reference to leverage Windows-1252 code. An optional post-installation step, you can display the Euro currency symbol by adding a code page reference line to the AppServer .pf file. This reference line causes your Epicor application to use the Windows-1252 code.
1. Navigate to the directory that contains your server configuration files. For example:
C:\epicor\deployment\server\config
2. Locate the AppServer .pf file you use with the Epicor application. If you use Progress, you use the EpicorPrgs.pf file; if you use SQL, you use the EpicorSQL.pf file.
3. Open your AppServer .pf file in a text editor like Notepad or a similar application. 4. Enter this line within the .pf file:
-cpinternal 1252 -cpstream 1252 5. Save the file and close the text editor.
Your Epicor application now uses Windows-1252 code. This code set contains the Euro currency symbol, so you can display this symbol on various programs and reports throughout the Epicor application.
10.3 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.
10.3.1 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.
10.3.2 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.
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
10.3.3 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.
10.4 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.