Supplier Connect SP Installation Guide

Epicor 9.05.701

Disclaimer
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 trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other trademarks mentioned are the property of their respective owners. Copyright Epicor Software Corporation 2012. All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of Epicor Software Corporation.

Epicor 9.05.701 Revision: October 26, 2012 3:32 p.m. Total pages: 11 sys.ditaval

Supplier Connect SP Installation Guide

Contents

Contents
1 Introduction.........................................................................................................................4 2 Pre-Installation Steps...........................................................................................................5 3 Install Supplier Connect Service Pack.................................................................................6
3.1 3.2 3.3 3.4 3.5 3.6 3.7 3.8 3.9 Prepare the Transaction Server...................................................................................................................6 Unshare the Epicor Folder..........................................................................................................................6 Download the Installation File....................................................................................................................6 Install the Service Pack File.........................................................................................................................7 Start the Databases and Default Web Site..................................................................................................7 Run Conversion Program...........................................................................................................................8 Transfer Data to the Web Database...........................................................................................................8 Restart Synchronization..............................................................................................................................8 Reshare the Epicor Folder...........................................................................................................................9

4 Review Service Pack Change List......................................................................................10

4.1 Supplier Connect Changes and Resolved Issues........................................................................................10

Epicor 9.05.701

Introduction

Supplier Connect SP Installation Guide

1 Introduction
Welcome to the Supplier Connect Service Pack Installation Guide. Use these instructions to install the latest service pack and review the list of changes included in the service pack. Note Your Epicor application system must be at version 9.05.701 before you install this Supplier Connect service pack. Use the following graphic to review the installation process flow:

Epicor 9.05.701

Supplier Connect SP Installation Guide

Pre-Installation Steps

2 Pre-Installation Steps
Use the following steps before you start the service pack installation. 1. Create a backup. Before you install, create a back up of your current Supplier Connect, Progress, SQL and Epicor application. These files are located in your \SupCnct905, \Epicor905, \oe102a, and \epicor directories. If you experience problems during the installation, you will be able to restore your software from these backup files. Be sure to store your backup in a safe location. Important Backups are very important. Do not skip this step.

2. Review service pack Change List This service pack corrects issues within the current version. Review the Service Pack Change List to see what issues are resolved in this service pack. 3. Update customizations This service pack may affect customizations you have made on your system. Use the Change List to determine if modifications to your customizations are necessary. Contact your Epicor Support Representative if you need technical assistance.

Epicor 9.05.701

Install Supplier Connect Service Pack

Supplier Connect SP Installation Guide

3 Install Supplier Connect Service Pack

Use these steps to install the Supplier Connect service pack.

3.1 Prepare the Transaction Server

Use these steps to prepare the servers for the service pack installation. 1. On the Epicor application server client, delete the Supplier Connect synchronization process task in the System Agent / Active tab. 2. Use the Progress Explorer Tool to stop the appservers, databases, WebSpeed brokers and Sonic Adaptor. 3. On the Web server, stop the IIS / default web site.

3.2 Unshare the Epicor Folder

Use these steps to unshare the Epicor folder located on the database server. 1. Go to the databases server and open Windows Explorer. 2. Locate your \epicor folder. 3. Right-click on your \epicor folder and select the Sharing command. The Sharing Properties window appears. 4. Select the Do not share this folder check box. 5. If you receive a message that files are open, click OK.

3.3 Download the Installation File

Use these steps to download the installation file. Note that the file must be downloaded and installed to both the Transaction server and the Web server. 1. Go to the Epicweb Support Downloads site on EPICweb. Note You can use the link: https://epicweb.epicor.com/Support/epicor9/Downloads.

2. Go to Epicor 9 > Version 9.05.700 > Supplier Connect

Epicor 9.05.701

Supplier Connect SP Installation Guide

Install Supplier Connect Service Pack

3. Based on your environment, download one of the following files onto your machine: For Progress 32 bit: SC905701-P32.exe For Progress 64 bit: SC905701-P64.exe For SQL 32 bit: SC905701-S32.exe For SQL 64 bit: SC905701-S64.exe For SQL Unicode 32 bit: SC905701-SU32.exe For SQL Unicode 64 bit: SC905701-SU64.exe

3.4 Install the Service Pack File

Use these steps to install the service pack file. 1. Verify all users are logged out of your system. 2. Navigate to the installation file. Double-click on the file. 3. The Installation window appears. Click Next. 4. The Distributed Application Installation window appears. Click Next. 5. Depending upon the server where you are installing the software, select one of the following options: On your Transaction Server: Select Install Supplier Connect Transaction Server Files. Enter the Destination folder: C:\epicor\SupCnct905 On your IIS Server: Select Install Supplier Connect Web Server Files. Enter the Destination folder: C:\Inetpub\wwwroot\mfgweb905 6. If prompted, enter the location of the Open Edge files. For example, C:\epicor\oe102a. Click Next. 7. Click Finish.

3.5 Start the Databases and Default Web Site

Use these steps to start the databases on the servers. 1. On the Transaction server, start the databases. 2. On the Web server, start the IIS / Default web site.

Epicor 9.05.701

Install Supplier Connect Service Pack

Supplier Connect SP Installation Guide

3.6 Run Conversion Program

Use these steps to run a conversion program. 1. On the server, open the Epicor Admin Tools program. To do this, navigate to Start > Programs > Epicor Software > Epicor 9.05 > Epicor Admin Tools. 2. Login with a valid User Id and Password. 3. Click Run Conversion Program. Scroll down the list of programs to number 7140. Highlight the program to select it. The program name is Initialize External System Configuration. From the Conversion menu, select Run Conversion Program. Click OK to confirm. The conversion runs. Close Epicor Admin Tools when the conversion is complete.

3.7 Transfer Data to the Web Database

Use these steps to transfer data from the tables involved in the synchronization process. 1. Log into your Epicor application. 2. On the main menu, select System Management > Connect > Supplier > Supplier Connect Database Configuration. 3. From the Actions menu, select Initialize. 4. Review the SupplierConnectInitialization.log file to verify that the process completed successfully. 5. On the Transaction server, start the Webspeed Broker, Sonic Adapter, and SupCnct905ProcessServer and SupCnct905TaskAgent Appservers.

3.8 Restart Synchronization

Use these steps to restart the synchronization process on the Epicor server. 1. On the Epicor server, log into the Epicor application. 2. Open System Management > Connect > Supplier > Supplier Connect DB Synchronization. 3. Clear the Continuous Processing check box. 4. Select Startup Task Schedule for the Schedule. 5. Select the Recurring check box.

Epicor 9.05.701

Supplier Connect SP Installation Guide

Install Supplier Connect Service Pack

6. Select the Continuous Processing check box. 7. Click the Submit icon. 8. Stop and restart the Epicor Server's Process Server and Task Agent.

3.9 Reshare the Epicor Folder

Use these steps to reshare the Epicor folder located on the database server. 1. On the database server, go to the \epicor folder. Right-click and select Sharing. 2. Clear the Do not share this folder check box. 3. If you are prompted that files are open, click OK.

Epicor 9.05.701

Review Service Pack Change List

Supplier Connect SP Installation Guide

4 Review Service Pack Change List

Use the following list to review the Software Change Requests (SCRs) that have been resolved with the Supplier Connect Service Pack. The Summary for each SCR includes the Module, SCR, Type, and Description of the change.

4.1 Supplier Connect Changes and Resolved Issues

SCR 91422 91616 96147 96166 Type Application Application Application Application Description Purchase Orders without changes appear in Confirm Changes list After changing Line Comments in Supplier Connect, user cannot see or accept the changes in Epicor 9 Manufacturer is only displayed on PO detail when Print All Mfg / Manufacturer Parts selected Cannot reject a change in PO Due Date

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Epicor 9.05.701

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