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Epicor 9.05 Supplemental Installations 9.05.701

Epicor 9.05 Supplemental Installations

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.

9.05.701

Revision: December 19, 2012 11:09 a.m.

Total pages: 82

sys.ditaval

Epicor 9.05 Supplemental Installations

Contents

Contents

1 Welcome and Introduction

6

2 Configure 64-Bit Environment (Windows 2008)

7

2.1

Enable ASP .NET 2.0 Application (64-bit only)

7

3 Install Epicor Administration Console

8

3.1 Uninstall Epicor Administration Console

8

3.2 Install Epicor Administration Console

8

4 Install BPM Server

9

4.1 Review BPM Server Prerequisites

9

4.2 Install BPM Server Components

10

5 Install Epicor Enterprise Search

11

5.1 Verify SQL Server Prerequisites

11

5.2 Create Back Ups (if Previous Version)

12

5.3 Uninstall Epicor Enterprise Search (if Previous Version)

12

5.4 Install Epicor Enterprise Search Process

12

5.5 Configure Replication Server for Epicor Enterprise Search

13

5.6 Configure Epicor Enterprise Search

13

6 Install Embedded Education Courses

15

6.1 Install Embedded Education Courses

15

6.2 Configure Embedded Education Courses Client

17

6.3 License Embedded Education Courses

17

7 Install Epicor Information Worker

19

7.1 Review Information Worker Server System Requirements

19

7.2 Review Information Worker Client System Requirements

19

7.3 Uninstall Previous Version

20

7.4 Install Information Worker Components

20

7.4.1 Generate Server Components

20

7.4.2 Install Information Worker Server

21

7.4.3 Install Information Worker Configuration Manager

22

7.4.4 Set Up Information Worker Server

22

7.4.5 Set Up Information Worker Clients

22

7.4.6 Troubleshooting Installation Errors

23

8 Install Epicor DB Replication

24

9 Install Epicor SQL Server Reporting (SSRS)

25

9.1 Verify SSRS Prerequisites

25

9.2 Enable IIS 6 Management Compatibility

26

9.2.1 Using Vista and Windows 7

26

9.2.2 Using Server 2008

26

9.3 Install Microsoft Report Viewer 2010 Redistributable Package

26

9.4 Configure Epicor SQL Report Monitor

27

9.5 Maintain Epicor SQL Report Monitor Configuration

30

Contents

9.6 Manually Install Custom Assembly DLL File (Report Server)

10 Install Epicor Mobile Access

Epicor 9.05 Supplemental Installations

30

32

10.1 Uninstall Epicor Mobile Access

32

10.2 Install Crystal .NET SDK Runtime and Crystal Reports Server 2011

32

10.2.1 Install Crystal .NET SDK Runtime

32

10.2.2 Install Crystal Reports Server 2011

33

10.3 Enable IIS 6 Management Compatibility

34

10.3.1 Using Vista and Windows 7

34

10.3.2 Using Server 2008

35

10.4 Install Epicor Mobile Access Process

35

10.5 Configure Epicor Mobile Access

36

10.5.1 Configure EMA User

36

10.5.2 Configure EMA Reporting

36

10.5.3 Assign Data Folder Properties and Sharing

36

11 Install Epicor Sharepoint Publisher

38

11.1 Uninstall Epicor Sharepoint Publisher

38

11.2 Install Epicor Sharepoint Publisher

38

12 Install and Deploy Epicor Web Access

39

12.1 Install Crystal .NET SDK Runtime and Crystal Reports Server 2011

39

12.1.1 Uninstall Previous Versions of Crystal Runtime

39

12.1.2 Install Crystal .NET SDK Runtime

39

12.1.3 Uninstall Previous Version of Crystal Embedded Server

40

12.1.4 Install Crystal Reports Server 2011

40

12.2 Configure Forms and Components

41

12.3 Install Epicor Web Access

42

12.4 Deploy Epicor Web Access

45

12.5 Configure Epicor Web Access

46

12.6 Assign Resource Folder Properties and Sharing

46

12.7 Install Full Adobe Reader on Epicor Web Access Client

47

12.8 Update Epicor Lightweight Client Installer File

47

12.9 Configure EWA Reporting URL Display Features

48

12.9.1 Configure: Windows 2008 64-bit Web Server - PDF

48

12.9.2 Configure: Windows 2008 32- or 64-bit Web Server - XLS

48

12.10 Generate Web Forms for Customized Epicor 9.05 Forms

49

12.11 Generate Web Forms for User Dashboards

49

12.12 Review Supported Browsers and Configuration

50

12.13 Set Up Compression for Performance Tuning

50

12.14 Set EWA Server Timeout

51

13 Reinstall Web Services

52

14 Reinstall CSF Functionality

53

15 Upgrade to Service Connect 9.05

54

16 Upgrade to Epicor Portal 9.05

54

17 Upgrade to Infragistics NetAdvantage

54

18 Install SonicMQ

55

Epicor 9.05 Supplemental Installations

Contents

18.1 Install Sonic on Windows

55

18.2 Install SonicMQ on Linux/UNIX

56

18.2.1 Determine Your Security

56

18.2.2 Install SonicMQ With Security Enabled

56

18.2.3 Install SonicMQ Without Security Enabled

57

18.2.4 Download Latest Update File

58

18.2.5 Install Sonic SP for Linux and UNIX

58

18.3 Set Up Sonic Test Environment

59

18.4 Review Possible Installation Messages

59

18.4.1 Adapter .jms error in the AppServer log

59

18.4.2 Javax.jms Exception error in the AppServer log

60

18.4.3 Javax.jms Security error in the AppServer log

60

18.4.4 General Error Message

60

19 Install Progress OpenEdge 10.2A (Advanced/Manual)

61

19.1 Install Progress OpenEdge 10.2A

61

19.2 Install Progress OpenEdge 10.2A SP

62

19.3 Install Progress OpenEdge 10.2A SP Hotfix

62

20 Configure Epicor Online Help

20.1 Configure Help for Virtual Directory and Server-side Search

21 Set Up Multi-Company Functionality

64

64

66

21.1 Verify Multi-Site Management License

66

21.2 Verify SonicMQ Broker Status

66

21.3 Configure an External System Record

67

21.4 Configure an External Company Record

68

21.5 Verify Your Startup Schedule

69

21.6 Schedule the Multi-Company Server Process

70

21.7 Start the Multi-Company Process

70

21.8 Review Multi-Company Log File

72

21.9 Test the Communication

72

21.10 Review Sonic Container Information

73

21.11 Review Validation Errors

73

21.12 Review Automatic Data Translations

74

21.13 Review Integrated Workbench

75

21.14 Review Multi-Company Functionality

75

22 Troubleshooting

77

22.1 Share the Epicor Folders

77

22.2 Verify Time Synchronization on Client and Server

77

22.3 Change or Uninstall Epicor 9.05 Application

78

22.3.1 Add or Remove Programs and Features

78

22.3.2 Repair or Reinstall Epicor 9.05 Application

79

22.3.3 Uninstall Epicor 9.05 Application

79

22.3.4 Uninstall Epicor 9.05 Client

80

Welcome and Introduction

1 Welcome and Introduction

Epicor 9.05 Supplemental Installations

Welcome to the Epicor 9.05 Supplemental Installations Guide - Version 9.05.700. This guide helps you with the supplemental installations after you have installed the Epicor 9.05 application system.

helps you with the supplemental installations after you have installed the Epicor 9.05 application system. 6

Epicor 9.05 Supplemental Installations

Configure 64-Bit Environment (Windows 2008)

2 Configure 64-Bit Environment (Windows 2008)

If you have installed a Windows 2008 (64-bit version) environment, use these steps to enable the 32-bit version of ASP.NET 2.0 in a Windows 2008 64-bit environment. This version must be enabled in order to install and deploy web based products, such as Epicor Web Access and the Embedded Education courses.

Note When using a 64-bit server, you may encounter login issues when using Internet Explorer 64-bit. Epicor Web Access allows users to enter login credentials, but the application may not start. To resolve this security issue, use Internet Explorer to add the Epicor Web Access site to the servers trusted site list.

Web Access site to the server ’ s trusted site list. 2.1 Enable ASP .NET 2.0

2.1 Enable ASP .NET 2.0 Application (64-bit only)

Use these steps to enable the 32-bit version of ASP.NET 2.0 in a Windows 2008 64-bit environment.

1. Go to Internet Information Services (IIS) Manager.

2. From the Application Pools node, select DefaultAppPool.

3. From the Action menu, select Advanced Settings. Select Enable 32-Bit Application from the drop-down

list.

4. Restart the Application Pool.

5. Expand the Default Web Site node. In the middle column, click Handler Mappings.

6. If these extensions are not mapped, you must manually add each one separately. To add the .htm extension, in the right column, click Add Script Map.

a. Request path: *.htm

b. Executable: C:\Windows\Microsoft.NET\Framework\v2.0.50727\aspnet_isapi.dll

c. Name: htm.

d. Click OK.

7. To add the .html extension, in the right column, click Add Script Map.

a. Request path: *.html

b. Executable: C:\Windows\Microsoft.NET\Framework\v2.0.50727\aspnet_isapi.dll

c. Name: html.

d. Click OK.

8. Within IIS, right-click on Default Website and select Manage Web Site > Restart.

Install Epicor Administration Console

Epicor 9.05 Supplemental Installations

3 Install Epicor Administration Console

Use these steps to install Epicor Administration Console on your server. The upgrade process includes uninstalling and then reinstalling your Epicor Administration Console. These steps must be completed at each Service Pack or Patch release.

3.1 Uninstall Epicor Administration Console

If you have a previous version of Epicor Administration Console installed on your server, use these steps to uninstall Epicor Administration Console.

1. Navigate to Start > All Programs > Epicor Software > Epicor 9.05 and select Epicor Utilities Installers.

2. In the Welcome to the Epicor Utilities Setup wizard, click Next.

3. In the Epicor Utilities Setup dialog, click the Install Administration Console button.

4. In the Welcome dialog, select the Remove Epicor Administration Console option. Click Finish.

Epicor Administration Console is uninstalled.

3.2 Install Epicor Administration Console

Use these steps to install the Epicor Administration Console on your server and/or on your Windows Admin Workstation.

on your server and/or on your Windows Admin Workstation. Note For Linux/UNIX environment, perform the following

Note For Linux/UNIX environment, perform the following steps on your Windows Admin Workstation.

1. Navigate to Start > All Programs > Epicor Software > Epicor 9.05 and select Epicor Utilities Installers.

2. In the Welcome to the Epicor Utilities Setup wizard, click Next.

3. In the Epicor Utilities Setup dialog, click the Install Administration Console button to start the installation.

4. In the Welcome dialog, click Next.

5. In the Confirm Installation dialog, click Next. The files are installed.

6. When the installation is complete, click Close.

The Epicor Administration Console is now installed.

Epicor 9.05 Supplemental Installations

4 Install BPM Server

Install BPM Server

Use these steps to install and configure your Epicor BPM Server.

4.1 Review BPM Server Prerequisites

Use this section to review the BPM Server component install prerequisites and options. The installation of BPM Server components are required by .NET actions. See the Epicor application help topics for BPM Server if you need more information on using .NET actions in BPM directives.

1. Verify that you have Microsoft Message Queuing (MSMQ) installed on your machine.

2. Review the BPM Server components. The components include:

Web Services - Useful if you intend to expose BPM server functionality outside the intranet. In such a configuration, the machine with BPM server resides behind the firewall and only HTTP protocol is available for interaction with BPM server.

Win Service - Used when the BPM server works in an internal enterprise network.

Console Application - Recommended for debugging .NET actions in BPM directives.

3. When installing the BPM Server component on Windows Server 2008, Windows 2008 R2, or other Windows 64-bit operating system, the DefaultAppPool must be set to allow applications to run in 32-bit mode.

Prior to installing the BPM Server component, use the following steps to set the DefaultAppPool to run applications in 32-bit mode:

a. Navigate to Start > Run.

b. Type inetmgr and click OK. Internet Information Services (IIS) Manager 7.0 starts. Version 7.0 is the default version on the latest Windows operating systems.

c. In the Connections area, select Application Pools.

d. Right-click on DefaultAppPool and select Set Application Pool Defaults from the menu.

e. Set the Enable 32-Bit Applications setting to True.

f. Click OK.

4. If you want to use the BPMService without the Web Services, you can select to not install the Web Services during the Epicor 9.05 installation. To do this:

a. In the Installation Type dialog, select the Custom option.

b. In the Custom Setup screen, clear the BPM Server Web Service feature to prevent the components from being delivered.

Install BPM Server

4.2 Install BPM Server Components

Epicor 9.05 Supplemental Installations

Use these steps to install Epicor BPM Server.

1. Navigate to the folder where the BPM Server components were delivered during the Epicor 9.05 installation. For example, in a standard installation, the path is C:\Epicor\Epicor905\BPMServer.

Note If the BPM Server folder does not exist, navigate to Control Panel > Programs and If the BPM Server folder does not exist, navigate to Control Panel > Programs and Features. Right-click on Epicor 9.05 and select Change. Use the Install Wizard to add the BPM Server feature from the list of installable components.

2. If you want the BPM Server to be available on a different server, copy the BPM Server folder to another server. If you want to run the BPM Server from the current server, you do not need to copy it.

3. Based on the operating system (32-bit or 64-bit) of your installation , double-click on Epicor_BPM_Server_9_x64.msi or Epicor_BPM_Server_9_x86.msi. If you are on the Epicor server use

Epicor_BPM_Server_9_x64.

4. The installation programs starts. Follow the onscreen prompts to install the components.

Note If you are prompted with a message that "An attempt was made to load a If you are prompted with a message that "An attempt was made to load a program with an incorrect format," then the server you are installing on does not have ASP.NET installed and enabled for the default web site. See your Microsoft documentation for installing and enabling ASP.NET on the server, and then run the BPM Server installation again.

Epicor 9.05 Supplemental Installations

5 Install Epicor Enterprise Search

Install Epicor Enterprise Search

Use these steps to install and configure your Epicor Enterprise Search.

5.1 Verify SQL Server Prerequisites

Use these steps to verify the requirements before you begin the installation and configuration of Epicor Enterprise Search.

1. Verify that you are using one of the following:

SQL Server 2008 or SQL Server 2008 R2

SQL Server 2008 Express

SQL Server 2012

2008 R2 • SQL Server 2008 Express • SQL Server 2012 Note If you plan to

Note If you plan to use Epicor Replication Server, you must use SQL Server 2008, SQL Server 2008 R2 or SQL Server 2012. Epicor Replication Server does not support the SQL Server 2008 Express version.

2. Verify that the SQL Server installation has SQL and Windows Authentication enabled.

3. Verify that the server where Enterprise Search is installed also has SQL Server installed as the named or primary instance. For example, if your server is named Candy, then SQL Server must be made available as Candy, and not as a sub or separate installation. Note that the Epicor application SQL database can be located on a remote server.

4. Verify you are running SQL Server locally.

5. Verify that the account you used to log into the system is trusted by SQL Server.

6. If you use SQL Server 2012, use the following steps to verify that the NT AUTHORITY\SYSTEM login account has System Admin rights enabled.

a. Open SQL Server Management Studio and connect to your database.

b. Expand Security > Logins. Right-click on NT AUTHORITY\SYSTEM and select Properties.

c. In the Login Properties dialog, select Server Roles. In the server roles list, verify that sysadmin is selected. Click OK.

d. Close SQL Server Management Studio.

Install Epicor Enterprise Search

5.2 Create Back Ups (if Previous Version)

Epicor 9.05 Supplemental Installations

If you have a previous version of Epicor Enterprise Search installed, and you made modifications to existing templates or created your own templates, use the following steps to create back ups.

1. On the server where Enterprise Search is installed, navigate to the folder where the Enterprise Search program data files are located. For example, go to C:\ProgramData\EpicorSearch.

2. Create a backup of the following folders: Templates, Profiles, and Tuning.

5.3 Uninstall Epicor Enterprise Search (if Previous Version)

If you have a previous version of Epicor Enterprise Search installed on your server, use these steps to uninstall Epicor Enterprise Search.

1. On the server where Epicor Enterprise Search is installed, navigate to Start > All Programs > Epicor Software > Epicor 9.05 and select Epicor Utilities Installers.

2. In the Welcome to the Epicor Utilities Setup wizard, click Next.

3. In the Epicor Utilities Setup dialog, click the Install Epicor Enterprise Search button.

4. In the Welcome dialog, select the Remove Epicor Enterprise Search option. Click Finish.

Epicor Enterprise Search is uninstalled.

5.4 Install Epicor Enterprise Search Process

Use these steps to install Epicor Enterprise Search.

1. Log on to the server where you intend to install Enterprise Search.

2. Navigate to Start > All Programs > Epicor Software > Epicor 9.05 and select Epicor Utilities Installers.

3. On the Welcome to the Epicor Utilities Setup wizard, click Next.

4. On the Epicor Utilities Setup dialog, click the Install Enterprise Search 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.

Epicor Enterprise Search is now installed. The installation location is C:\Program Files (x86)\Common Files\Epicor Software Corporation\Epicor Enterprise Search.

Epicor 9.05 Supplemental Installations

Install Epicor Enterprise Search

5.5 Configure Replication Server for Epicor Enterprise Search

This section is optional if you are using SQL Server for your Epicor 9.05 transactional database. When Epicor 9.05 is using Progress for its transactional database, you must replicate the data to a SQL Server database for use by Enterprise Search. The replicated database must be configured as a Fully Functional (Read Only) Subscribing database, which means that the database includes the necessary schema and code needed to store data for a fully working Epicor 9.05 application.

Note Refer to Replication Server documentation in the Replication Server snap-in for Admin Console and in the Epicor 9.05 application for full details on how to assign replication profiles, configure replication subscribers, and enable data replication. You can also refer to the Epicor Replication Server Install Guide, available from the EPICweb Documentation site, for additional information.

the EPICweb Documentation site, for additional information. Use the following steps as a basis to create

Use the following steps as a basis to create a subscriber database that Enterprise Search can use for indexing and searching.

1. In your Epicor 9.05 application, go to System Management > Replication > Replication System Maintenance.

2. Assign the existing replication profile for Enterprise Search to the companies that are going to be indexed for searching. Data from the tables defined in the profile are replicated to the subscriber database for each of the companies that were assigned the profile.

Note The Enterprise Search profile only includes the tables needed to support indexing and searching for Enterprise Search. It is not a profile that replicates all the necessary data that is needed to run a fully working Epicor 9.05 application. This means that the Epicor 9.05 application, including Epicor Web Access, must be running using the Epicor 9.05 transactional database and not using the replicated database. If you need to run the Epicor 9.05 application against the replicated database, you must either create or use an existing replication profile that includes all of the tables in the transactional database.

includes all of the tables in the transactional database. 3. Create a new Epicor 9.05 database

3. Create a new Epicor 9.05 database for use as the subscriber database. To do this, use the default SQL script located in the directory where your Epicor 9.05 application server is installed. For example, use \Epicor

Software\Epicor905\server\sql\Epicor905.sql.

4. Use the Replication Management Console to add this newly created database as a Functional subscriber. Review the Epicor Database Replication Installation Guide for additional information.

5.6 Configure Epicor Enterprise Search

Use these steps to setup and configure Epicor Enterprise Search. To complete most of these steps, you use Enterprise Search Management from the Epicor Administration Console.

1. Login to the Epicor Administration Console as a user who can authenticate to the Enterprise Search Server.

2. Open the Epicor Administration Console. To do this, navigate to Start > Programs > Epicor Software > Epicor Administrative Tools > Epicor Administration Console.

3. If you did not previously have Enterprise Search installed or installed to a new search server, from the Help menu, select Help Topics and follow the instructions in the Initial Configuration > Start Here topic. You

Install Epicor Enterprise Search

Epicor 9.05 Supplemental Installations

are done with this procedure. However, if you previously installed Enterprise Search on the same server, start instead with the remaining steps:

4. If the search server is not registered, right-click Enterprise Search Management and select Register Search Server. Use the configuration wizard to enter the following:

a. On the Welcome page, review the process details. Click Next.

b. For the Server Registration, enter the Name of the server where the Enterprise Search Server components are installed. Click Ping Server to validate the server name. For the Port enter the port number of the Enterprise Search Server service. Keep the default of 9098 unless the server has been manually configured to a different port. Click Validate Service to Continue to validate the port. If both validations are successful, you can click Next.

c. You are prompted to deploy Web Application. Click Next.

d. Review the Search Database details, including the search Server Name and the Database used to build the search index. Click Finish.

5. Right-click the computer name of the registered search server and select Delete Database. Right-click the computer name of the registered search server and select Create Database.

Note You only need to create one database per Enterprise Search server. One database stores all search data. Using the above step, a database named SearchIndexversion is created on the default SQL Server instance on the server where the Enterprise Search server components are installed. If you want to choose the SQL Server instance used for the search database and/or choose its name, see the "Set SQL Server for Search Indexing" topic in the online help.

Server for Search Indexing" topic in the online help. 6. Right-click the computer name of the

6. Right-click the computer name of the registered search server and select Delete Web Application (if the web application exists). Right-click the computer name of the registered search server and select Create Web Application.

7. In the online help, go to the Initial Configuration > Start Here topic.

a. Begin with step 2 if you creating a new search index definition

b. Begin with step 4 to create a new search index from a previous version search template. Your old template definitions should be available if you installed the search server components to the same location as you previously installed search server components. Old template definitions cannot necessarily be expected to work without some adjustments.

Epicor 9.05 Supplemental Installations

Install Embedded Education Courses

6 Install Embedded Education Courses

Use these steps to install and license the Embedded Education Courses. Using the Embedded Education Courses requires a Windows Server operating system and Microsoft Internet Information Services (IIS 6 or IIS 7) with the ASP.NET module enabled. If you are upgrading the Embedded Education Courses, you do not need to configure the Embedded Education Courses client and license the Embedded Education Courses. Note that the Embedded Education Courses must be installed in your training environment, not in your live production environment.

Note If you have a Linux / UNIX installation, you must first download the Epicor Education zipped package prior to installation. To do this, log on to EPICweb and go to the Customer Portal Page. Navigate to Support > Epicor 9 > Downloads > Epicor 9 > Version 9.05.700. Download the EpicorEducation.zip file into the Epicor905 folder on your Epicor server. Extract the zip file. Verify that the Epicor Education folder is extracted and is located in the Epicor905 folder. You can now use the steps in the following section to install the Embedded Education Courses.

following section to install the Embedded Education Courses. 6.1 Install Embedded Education Courses Use these steps

6.1 Install Embedded Education Courses

Use these steps to install the Embedded Education Courses using the Epicor Education Course Installer.

1. Verify that the ASP.NET module of your Windows Internet Information Services (IIS) installation is enabled.

2. Navigate to Start > All Programs > Epicor Software > Epicor 9.05 and select Epicor Utilities Installers.

Note If you want to install the Embedded Education Courses on a separate server, go to If you want to install the Embedded Education Courses on a separate server, go to that server and use remote access to navigate to the shared Epicor905 folder on your Epicor server. From that remote shared folder, run the Epicor Utilities Installer.

3. On the Welcome to the Epicor Utilities Setup wizard, click Next.

4. On the Epicor Utilities Setup dialog, click Install Epicor Education Courses to open the Epicor Education Course Installer.

Note You can also open the Epicor Education Course Installer by navigating to the Epicor Education You can also open the Epicor Education Course Installer by navigating to the Epicor Education folder and running the EduCourseInstaller.exe file.

5. Verify that the Epicor 9.05 Education Course Installer program opens. The user interface looks different based on your operating system.

6. Select the Web Site where you want to install the Education Courses. It is recommended that you select the DefaultWebSite.

7. Select the App Pool to use for the Education Courses. You can either select an App Pool from the drop-down list or create a new App Pool specific for the Embedded Education Courses. If you are running IIS 6, you need to verify the App Pool settings. To do so:

a. Open the Internet Information Services Manager (IIS 6).

b. In the Connections tree view, select Application Pools.

Install Embedded Education Courses

Epicor 9.05 Supplemental Installations

c. In the Application Pools list, select the application pool used by the Epicor Education virtual directory.

d. In the Action panel, click on Advanced Settings.

e. Verify that Integrated is selected as the Managed Pipeline Mode.

f. Verify that Enable 32-Bit Applications is set to True, if your system is a 64-bit server.

g. Click OK to close the dialog and save your changes.

h. Close the IIS Management panel.

8.

Enter the Alias you want to use to gain access to the courses. The alias is used as part of the course server URL. Do not use spaces. The default alias is EpicorEducation.

Note It is recommended that you record the alias that you enter. In the next

Note It is recommended that you record the alias that you enter. In the next section, you are required to configure the client by editing the .mfgsys configuration file. To edit this file, you will need to enter the alias and the course server URL.

9.

Enter the Directory. The directory can be any folder on the server. For example, if you have a directory on your server where you host Web Content, such as C:\Inetpub\wwwroot, you can enter C:\Inetpub\wwwroot\EpicorEducation to install the courses to that directory. If the directory does not exist, the installer creates it. You can install a new batch of courses to an existing directory by using the Browse button.

10.

For the Server Name, enter the name of the server where your Epicor application is installed.

11.

Enter the Port used by the AppServer. To find your port number:

a. Go to the Config folder on the server where your Epicor application is installed. For example, go to the Epicor905\client\config folder.

b. Open your train.mfgsys file and look at the AppServer node. The port number should be listed. For example, the default port for the training database is 9411.

 
Note The Server Name and Port must point to a training database and not a

Note The Server Name and Port must point to a training database and not a live database within your production environment.

12.

Enter a valid Epicor application User ID and Password. The course web site uses this User ID and Password to login to the Training AppServer to verify licensing information. The default User ID and Password for the Epicor Education database is epicor / epicor.

13.

Click Create.

 
  Note If any entries were not valid, a warning icon appears next to the invalid

Note If any entries were not valid, a warning icon appears next to the invalid field. Enter a valid entry in the field and click Create again.

14.

After a message displays that the site has been created, close the Epicor Education Course Installer.

Epicor 9.05 Supplemental Installations

Install Embedded Education Courses

6.2 Configure Embedded Education Courses Client

Use these steps to configure the Embedded Education Course client.

1. On your client workstation, navigate to the client\config folder.

2. Open the train.mfgsys file in a text editor, such as Notepad.

3. In the <helpSettings> node, edit the following lines:

a. Edit the <courseServer uri="" /> line to specify the location where the education courses are installed. For example, if the courses are installed on a server named Company1 and the alias is set to EpicorEducation, the line would be:

<courseServer uri="http://Company1/EpicorEducation/" />

Note Be sure to use the alias that you entered and recorded in the previous section Be sure to use the alias that you entered and recorded in the previous section when you ran the Education Course Installer program.

b. Edit the <helpServer uri="" /> line to specify the location where the help files are installed. For example, if the help files are installed on a server named Company1, the line would be:

<helpServer uri="//Company1/Help/" />

Note If the help files are installed on the deployment server, it is not necessary to If the help files are installed on the deployment server, it is not necessary to edit the <helpServer uri="" /> line. For example, the <helpSettings> node with the edited lines would look similar to the following:

<helpSettings> <!-- if you want your htm pages hosted on a separate server than the deployment files, then you would enter the uri in the helpServer uri uri attribute --> <helpServer uri="http://Company1/Help/" /> <courseServer uri="http://Company1/EpicorEducation/" /> <E9EducationKeysServer uri="" />

</helpSettings>

6.3 License Embedded Education Courses

Use these steps to license the Embedded Education Courses. License keys are specified by Education Course module, not Epicor 9.05 modules.

by Education Course module, not Epicor 9.05 modules. Note You must retrieve your license information for

Note You must retrieve your license information for your embedded courses when you access the embedded education courses for the first time.

1. Open the Epicor 9.05 application.

2. On the Standard toolbar, click the Education Course button (student with a graduation cap). The Education Course program opens.

Install Embedded Education Courses

3. From the Actions menu, select one of the following options:

Epicor 9.05 Supplemental Installations

a. Load License from file. Choose this option to enter the name of the license file.

b. Enter License Keys. Choose this option to manually enter the key if you were sent a file that contains your license keys. At the prompt, browse to the file and open it. Manually copy the license key details from the file into your database. This step only has to be completed once and it is saved in the database.

c. Retrieve the key from EPICweb. Choose this option to download and install license key information from EPICweb. Log on to EPICweb by entering your User ID and Password. Click OK. Your EPICweb login information is verified and then your embedded education course license keys are automatically installed on your system.

Note When a Service Pack is applied, the Education database is updated and the license key information must be re-imported. If courses are delivered with a Service Pack, reinstall them in the same location on the server.

Pack, reinstall them in the same location on the server. 4. Click OK to complete the

4. Click OK to complete the Embedded Education Courses setup.

5. To view the Embedded Education Courses, click the Refresh button from the toolbar in the application. If the refreshed Embedded Education Courses do not display, you should close and reopen the application.

Epicor 9.05 Supplemental Installations

Install Epicor Information Worker

7 Install Epicor Information Worker

Use these tasks to install Epicor Information Worker.

7.1 Review Information Worker Server System Requirements

Verify that the server on which Information Worker Server will be installed complies with these requirements.

Tip Information Worker Server can be installed on the Epicor application server or on a separate Information Worker Server can be installed on the Epicor application server or on a separate server.

Item

Requirement

Processor

Pentium 4 or better. Dual processor recommended.

RAM

1 GB minimum, 2 GB recommended

Operating system

Windows Server 2008 (32 or 64 bit) with the latest updates (R2 is supported). The server should belong to a domain.

Required software

Internet Information Service (IIS) and ASP.NET Windows components. See the Windows documentation if you need help installing these components.

In the IIS configuration:

Choose the Web Server role for the server.

Select all of the IIS 6 Management Compatibility items when you are configuring the web server features.

Make sure you have not prohibited IIS from running ASP.NET under the Web Service Extensions.

Required Software

Microsoft .NET Framework Redistributable 4.0 (available from Microsoft Windows update). Important: Install IIS before installing the .NET Framework.

7.2 Review Information Worker Client System Requirements

Verify that Information Worker Client workstations comply with these requirements.

Important The Information Worker Client installation must be run with local Administrator privileges. The Information Worker Client installation must be run with local Administrator privileges.

Item

Requirement

Processor

PC with a Pentium 4 class processor, 1.4 GHz

Install Epicor Information Worker

Epicor 9.05 Supplemental Installations

Item

Requirement

RAM

1 GB

Operating system

Windows XP Professional, Windows Vista Business or Windows 7.

Required software

Microsoft .NET 4.0 Client Profile

Required software

Microsoft Office 2007 or Microsoft Office 2010 (32 or 64 bit version)

Depending on which applications you wish to use with Information Worker, install Outlook, Word and/or Excel during your Office installation.

Required software

Microsoft Visual Studio 2010 Tools for Office. Note that this is provided through the Epicor installation.

Connectivity

http access to Information Worker Server

Optional software

Epicor client to enable additional functionality.

7.3 Uninstall Previous Version

If you have a previous version of Epicor Information Worker Installed, use these steps to uninstall Information Worker Server and the Information Worker Configuration Manager.

1. On the server where the Information Worker Server components are installed, select Start > Control Panel > Programs > Uninstall a Program.

2. Select Epicor Information Worker Configuration Manager and click Uninstall.

3. Select Epicor Information Worker Server for Epicor and click Uninstall.

4. Select Epicor Information Worker Server Framework and click Uninstall.

5. Verify that the uninstallation was completed successfully.

7.4 Install Information Worker Components

7.4.1 Generate Server Components

Use these steps to generate server-side components required for the updatable Information Worker BAQs.

1. Log in to Epicor as an administrative user and navigate to System Management > Utilities > Updatable BAQ Maintenance

2. Click ExportID.

Epicor 9.05 Supplemental Installations

Install Epicor Information Worker

3. For Basic Search, in the Query ID Starts With field type zIW.

4. Click Search. Click Select All and click OK.

5. Click the List sheet. From the Actions menu, select Regenerate All.

6. Repeat Steps 1 through 5 for each company in your Epicor installation.

7.4.2 Install Information Worker Server

Use these steps to install Information Worker Server Framework and Information Worker Server.

1.

Log on to the server where you intend to install Information Worker Server.

2.

Navigate to Start > All Programs > Epicor Software > Epicor 9.05 and select Epicor Utilities Installers.

3.

On the Welcome to the Epicor Utilities Setup wizard, click Next.

4.

On the Epicor Utilities Setup dialog, click the Install Epicor Information Worker Server button to start the installation.

5.

Click Install on the screen that states the Server Framework component will be installed.

The Framework Setup Wizard displays.

6.

On the Welcome screen, click Next.

7.

On the Select Installation Address screen:

a. For Site, leave the Default Web Site selected or choose a different web site.

b. For Virtual directory, leave the default name, or type the name you want to be used for the information worker virtual directory (the name is not visible to end users).

c. Click Next.

8.

On the Error Form Email Address screen:

a. Type a single email address that will go to a person or group responsible for administrating the Information Worker installation.

b. Leave the subject line as is or change as desired. Click Next.

9.

Click Next to start the installation.

10.

Click Close when the Information Worker Framework installation finishes. The Information Worker Server for Epicor installation Welcome screen displays.

11.

Click Next begin the installation.

12.

Click Next on the Confirm Installation screen.

13.

Click Close when the Information Worker Server installation finishes.

Install Epicor Information Worker

Epicor 9.05 Supplemental Installations

7.4.3 Install Information Worker Configuration Manager

Use these steps to install Information Worker Configuration Manager.

1. Log on using a Windows account that is a member of the Administrators group on the domain of the server on which Information Worker Server is installed.

2. Insert the Information Worker product compact disc. Optionally copy the installation files from the disc to the server.

3. Open Windows Explorer and navigate to the location of the installation files. Open the ConfigurationManager folder and double-click Setup.exe.

4. If you are prompted for the MMC 3.0 pre-requisite:

a. Click Yes to go the Microsoft site.

b. Download and run the MMC update.

c. Go back to Step 3 and restart the Information Worker Configuration Manager installation.

5. Click Next on the Welcome screen.

6. Click Next on the Confirm Installation screen.

7. Click Close when the Information Worker Configuration Manager installation finishes.

7.4.4 Set Up Information Worker Server

These steps guide you to using the procedures in the Information Worker Configuration Manager Online Help to perform the initial setup of Information Worker Server.

1. To start Information Worker Configuration Manager, navigate to Start > (Settings) Control Panel > Administrative Tools > Information Worker Configuration Manager.

2. From the Help menu, select Help Topics.

3. Expand Information Worker Configuration Manager in the table of contents.

4. Follow the procedures under the Initial Configuration topic.

7.4.5 Set Up Information Worker Clients

Use these steps to configure client workstations to run Information Worker.

to configure client workstations to run Information Worker. Important The Information Worker client installation must

Important The Information Worker client installation must be run with local Administrator privileges.

1. In your Epicor installation, ensure each Information Worker user is set up as an Epicor user and that the Domain and Domain ID in their user record matches the domain and login name of their Windows credentials.

2. Ensure each client workstation has Office 2007 or 2010 installed.

Epicor 9.05 Supplemental Installations

Install Epicor Information Worker

Note During the installation, the user will be given an opportunity to select the Office applications During the installation, the user will be given an opportunity to select the Office applications (Outlook, Word, and/or Excel) that will be configured to interact with Information Worker.

3. The web address you chose when installing the Information Worker Server, should be sent to the email accounts on the prepared workstations. Direct the users to go to the web address and to follow the installation instructions found there.

Note If you accepted the defaults when installing the Information Worker Server, the web address would If you accepted the defaults when installing the Information Worker Server, the web address would be: http://servername/informationworker.

Note There are links on the client installation download site for troubleshooting a client install There are links on the client installation download site for troubleshooting a client install

7.4.6 Troubleshooting Installation Errors

This table provides solutions to common Information Worker Server installation errors.

Problem

Cause

Possible Resolutions

   

Go to C:\Inetpub\wwwroot\InformationWorker\App_Data\

During the server installation, an error displays similar to:

"There were errors setting configuration values. Installation will attempt to complete, but you may need to manually correct some of the configuration values."

Install could not set error email properties.

Note that you may have changed the InformationWorker portion of the above address during installation. Use Notepad.exe to edit the Configuration.xml file.

Search for ErrorFormEmailAddress and change the value of the email address to reflect the email account you want to use. Exit Notepad and save the file.

Warning that ASP.NET does not appear to be registered in IIS.

Your IIS metabase is missing the entries for the ASP.NET .dll filters.

Run the aspnet_regiis.exe command for .NET 4.0 as detailed in the Microsoft Knowledge Base article

http://support.microsoft.com/default.aspx?scid=kb;en-us;306005.

During the server installation, an error displays similar to:

Anonymous access is not enabled or the Information Worker virtual directory is not using the Information Worker application pool.

Click Start > Run > inetmgr to open IIS manager. Go to the virtual directory you configured for Information Worker (default name: InformationWorker).

"There were errors setting web site values. Installation will attempt to complete, but you may need to manually set the ASP.NET version, Directory Security, and/or create an application pool."

Make sure Anonymous access is enabled under Authentication.

Under Basic Settings verify that the Information Worker application pool is selected.

Install Epicor DB Replication

8 Install Epicor DB Replication

Epicor 9.05 Supplemental Installations

Use these steps to install Epicor DB Replication.

Use these steps to install Epicor DB Replication. Note Based on the release, you may have

Note Based on the release, you may have to also install an Epicor DB Replication Hot Fix after installing Epicor DB Replication.

1. Log on to EPICweb and go to the Customer Portal Page. Navigate to Documentation > Epicor 9.

Portal Page. Navigate to Documentation > Epicor 9 . Note You can use this link:

2. Expand the release. For example, expand Release 9.05.70x

3. Download the Epicor Replication Server Install Guide to your workstation.

4. Use the instructions in the Epicor Replication Server Install Guide to install and configure Epicor DB Replication.

Epicor 9.05 Supplemental Installations

Install Epicor SQL Server Reporting (SSRS)

9 Install Epicor SQL Server Reporting (SSRS)

Use these steps to install Epicor SQL Server Reporting Service (SSRS). During the installation, the report portal and Report Service Monitor Service are created. Epicor SQL Server Reporting Services (SSRS) is a reporting technology that provides additional functionality not currently available with the current Crystal Reports client runtime. The installation of SSRS is optional.

9.1 Verify SSRS Prerequisites

Use these steps to verify the requirements before you begin the installation of SSRS.

1. Verify that you are using SQL Server 2008 or SQL Server 2012.

2. Verify that your SQL Server 2008 or 2012 installation has Reporting Services enabled. Reporting Services must be installed in Native mode. To do this:

a. Navigate to Start > All Programs > Microsoft SQL Server 20xx > Configurator Tools > Reporting Services Configuration Manager.

b. Connect to the Reporting Services.

c. In Current Report Server information, verify that Report Server Mode = Native.

3. Specify your SSRS configuration for your company. To do this:

a. Open the Epicor 9.05 application. Select System Management > Company Maintenance > Company. Select the System sheet. Locate the Form Print Options section.

b. If you want your company name to display on each report, select the Print Company Name check box.

c. Enter a value in the Text Report Lines/Page to specify the number of lines to print on each page for text-based reports.

d. In the Allowed Report Style field, specify which reporting styles are available for your company. For example, you can select Crystal and SSRS, SSRS Only or Crystal Only.

e. In the Work Station Method field, select an option to define your work station method, such as User ID or Machine Name + User ID.

f. Enter your Epicor SSRS URL. This URL defines the SSRS Server used by your company. For example, your URL may look similar to the following: http://SSRS905/EpiSSRSPortal.

Install Epicor SQL Server Reporting (SSRS)

Epicor 9.05 Supplemental Installations

9.2 Enable IIS 6 Management Compatibility

If you are running IIS 7, use these steps to enable IIS 6 Management Compatibility. The steps are different based on your operating system.

9.2.1 Using Vista and Windows 7

1. Open the Control Panel. Click Programs or Programs and Features.

2. Select the Turn Windows features on or off option

3. Expand Internet Information Services > Web Management Tools > IIS 6 Management Compatibility.

4. Verify that IIS Metabase and IIS 6 configuration compatibility is selected.

5. Exit the Control Panel.

9.2.2 Using Server 2008

1. Run Server Manager.

2. From Roles > Web Server (IIS), right-click and select Add Role Services. Note that this node is only present when IIS is already installed.

3. Expand Management Tools > IIS 6 Management Compatibility.

4. Verify that IIS 6 Metabase Compatibility is installed.

5. Exit the Server Manager.

9.3 Install Microsoft Report Viewer 2010 Redistributable Package

Use the following steps to download and install the latest Microsoft Report Viewer 2010 Redistributable Package from the Microsoft Download Center website.

1. Go to the Microsoft Download Center to download the Microsoft Report Viewer 2010 Redistributable Package. You can use this link: http://www.microsoft.com/downloads/en/confirmation.aspx?familyId=a941

2. Download the latest version of the Microsoft Report Viewer 2010 Redistributable Package to your server.

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

Epicor 9.05 Supplemental Installations

9.4 Configure Epicor SQL Report Monitor

Install Epicor SQL Server Reporting (SSRS)

Use these steps to configure the Epicor SQL Report Monitor.

1. Go to the SSRS directory on the server where your Epicor application is installed. Example:

C:\Epicor\Epicor905\SSRS.

2. Copy the EpiSSRS.msi file to the server where your Microsoft SQL Server 2008 or SQL Server 2012 is located.

3. Double-click the EpiSSRS.msi file on the server where your Microsoft SQL Server 2008 or SQL Server 2012 is located.

4. On the Welcome dialog, click Next.

5. On the Select Installation Address dialog, enter the following:

a. Site. Enter the web location site to install Epicor SQL Report Monitor. The default is Default Web Site.

b. Virtual Directory. Enter the virtual directory. For example, EpiSSRSPortal. The virtual directory is created under inetpub/wwwroot, unless a specific path is specified.

c. Application Pool. From the drop-down list, select your application pool. Note that only integrated .NET AppPool types are displayed. For IIS 7 and above, if the drop-down is empty, use your IIS Manager to create an integrated . NET application pool.

d. Click Next. The web location is created.

6. On the Confirm Installation dialog, click Next. The files are installed.

7. The Configuration Utility opens to begin the SSRS configuration. On the Set up the Epicor SQL Report Monitor Service User Account dialog, select Local System Account or This Account. If you select This Account, you must define the user name, domain, and password. For example, create a user name such as Administrator. Click Next.

8. If prompted with the Configure the SQL Server Report Portal dialog, enter the following:

a. Epi SSRS site. Enter a site that is a valid URL. For example, http://localhost/EpiSSRSPortal.

b. Epi SSRS path. Enter a path that already exists and contains a web.config file. For example, C:\inetpub\wwwroot\EpiSSRSPortal\.

c. Click Next.

9. On the Configure the SQL Report Server dialog, enter the following information:

a. SSRS ReportServer site. This site was created when you installed Microsoft SQL Server with Reporting Services enabled (SSRS). For example, enter a URL such as: http://localhost/reportserver. This is listed as the Web Service URL in the Reporting Services Configuration Manager.

b. User name. Enter a user name that has administrative rights.

c. Domain. Enter your domain identifier. For example, localhost.

d. Password. Enter a password and confirmation password for the user.

Install Epicor SQL Server Reporting (SSRS)

Epicor 9.05 Supplemental Installations

e. Rendered Format. Use the drop-down to select a format type. Types include HTML, PDF, Excel and Word.

f. Show Report Parameters. Select this check box if you want the report parameters to display on the report. Note that you can also modify this setting by editing the "IsShowRptParameters" parameter in the web.config file, which is located in the root of the EWA web site.

g. Developer mode. Select this check box if you want to run SSRS in developer mode.

h. Click Next.

10. On the Enter the application server information dialog, enter the following:

a. Application Server. Enter the URL for the Epicor application. For example, enter Epicor9servername.

b. Port. Enter the port for the application server.

c. User name. Enter a user name for logging into the Epicor application.

d. Password. Enter a password and confirmation password for the user.

e. Click Next.

11. On the Enter the mail configuration information dialog, enter your company's SMTP values. If you do not know your this information, use your Epicor application to open Company Configuration and review the System values.

a. SMTP server. Enter the name of the SMTP server.

b. SMTP port. Enter your port number. The port value is >0 and < 65536.

c. Email from. Enter the originating email address.

d. Click Next.

12. To configure the Windows Service, you can accept the defaults, or enter your own values. The defaults include:

a. Concurrent agents. Specifies the number of agents allowed to run simultaneously. Default is 5. Value is > 0 and <=20.

b. Polling interval. Specifies the number of seconds to wait between listening for activity. Default is 3. Values are >0 and <1200 seconds, or 20 minutes.

c. Login interval. Specifies the number of seconds to wait before checking on the Appserver, if it is not started. Default is 100. Values are >0 and <1200 seconds, or 20 minutes.

d. Purge interval. Specifies the number of days to wait before the system automatically deletes the data. Default is 10. Values are >1 and <99 days.

e. Click Next.

13. To configure the server printers, do the following:

a. Click on the printer button (paper and green plus sign) on the right.

b. Enter the print identifier. For example, enter \\servername\printername

Epicor 9.05 Supplemental Installations

c. Click OK.

d. Click Next.

Install Epicor SQL Server Reporting (SSRS)

14. On the Configure the Epicor SQL Report Monitor dialog, enter the following:

a. SSRS Script Location. Enter the server location where your script file, such as the RS Scripter Load All Items.cmd, is located. For example, enter C:\Epicor\Epicor905\SSRS\.

b. RS.EXE Location. Enter the location where the report service file (RS.EXE) is located. For example, enter C:\Program Files x86\Microsoft SQL Server\100\Tools\Binn\RS.EXE

c. SSRS Root Folder. Enter the root folder location where you want to deploy the reports. For example, enter "905700" if you want the reports to deploy to the 905700\Reports folder. If you leave the field blank, the root folder will be the home page of the report server and the reports will deploy to the Reports folder.

d. To deploy all the reports that are in the SSRS Script location, select the Deploy Epicor SSRS Reports Now check box.

e. SSRS Install Location. Enter the location of the SSRS installation. For example, based on your SQL version, enter one of the following:

SQL Server 2008. C:\Program Files\Microsoft SQL Server\MSRS10.MSSQLSERVER\Reporting Services\ReportServer

SQL Server 2008 R2. C:\Program Files\Microsoft SQL Server\MSRS10_50.MSSQLSERVER\Reporting Services\ReportServer

SQL Server 2012. C:\Program Files\Microsoft SQL Server\MSRS11.MSSQLSERVER\Reporting Services\ReportServer

Server\MSRS11.MSSQLSERVER\Reporting Services\ReportServer Note If you enter an SSRS Install Location, the SSRS server

Note If you enter an SSRS Install Location, the SSRS server will be configured with the following:

edits the rssrvpolicy.config file, creates a LAN folder for the language files, and copies the CLSEpicor.dll and EpiNum2Words.dll files into the bin folder.

f. Click Finish.

15. If you selected the Deploy Epicor SSRS Reports Now check box, you are prompted with the message stating that deploying the Epicor SSRS Report to Microsoft SQL Service Report Service may take a long time. You are asked whether you want to run this process in a separate thread and not display the log file.

a. Yes. Click Yes to run the process now in a separate thread. After clicking Yes, the process exits and the Epicor SSRS reports are deployed on a separate thread. To verify the report deployment, review the RS Scripter Load Log file. This log file is located in the same location as the RS Scripter Load All Items.cmd file, for example C:\Epicor\Epicor905\SSRS.

b. No. Click No to wait until the deployment of the Epicor SSRS reports is complete. After clicking No, the process waits for the reports to complete and then the RS Scripter Load Log file is displayed.

16. If prompted, click Close to exit the Epicor SQL Report Monitor installation.

17. To verify the installation was successful, start the Epicor SQL Report Monitor Service. To do this:

a. Navigate to Start > Control Panel > Administrative Tools > Services.

b. Select Epicor SQL Report Monitor Service.

Install Epicor SQL Server Reporting (SSRS)

c. Click Start this Service.

Epicor 9.05 Supplemental Installations

d. Navigate to Start > Control Panel > Administrative Tools > Event Viewer.

e. Expand the Applications node.

f. Verify that EpiSSRS is available.

18. To verify that your reports open correctly, open a report. To do this:

a. Go to your Reports site. For example, http://localhost/Reports

b. Click on the Reports folder. This folder was populated with all the reports located in SSRS\Reports folder.

c. Select a report to open. Verify it opens correctly.

9.5 Maintain Epicor SQL Report Monitor Configuration

After the installation, if you need to make additional changes to the Epicor SQL Report Monitor configuration settings, you can use the Epi SSRS Service utility.

1. Verify that you have Administrator rights. If you run the utility with UAC turned on, you are prompted to login as an Administrator to run the application

2. Go to Start > Programs > Epicor Software > Epicor SQL Report Monitor. Select the Configure Epi SSRS Service.

3. Navigate to Start > Control Panel > Administrative Tools > Event Viewer. Select EpiSSRS and verify it says Service is starting and Initial login to AppServer.

4. Exit from the Configure Epi SSRS Service.

9.6 Manually Install Custom Assembly DLL File (Report Server)

If you did not specify the SSRS Install Location during the SSRS installation, you need to use these steps to manually install custom assembly DLL file. Manual installation includes copying the .dll file and editing the .config file.

1. Go to the Assembly folder on the server where SSRS is installed. For example, go to C:\Epicor\Epicor905\SSRS\Epicor SSRS Assembly.

2. Copy the CLSEpicor.dll file to the location where your Microsoft SQL Server Reporting Server files are installed. For example, copy the file to: C:\Program Files\Microsoft SQL Server\<Instance Name>\Reporting Services\ReportServer\bin folder.

Name>\Reporting Services\ReportServer\bin folder. Note The name of your <Instance Name> folder

Note The name of your <Instance Name> folder depends on your installation location or other Epicor tools that have already been installed.

3. Go to the C:\Program Files\Microsoft SQL Server\<Instance Name>\Reporting Services\ReportServer folder.

Epicor 9.05 Supplemental Installations

Install Epicor SQL Server Reporting (SSRS)

4. Locate the rssrvpolicy.config file. Create a backup copy of the file.

5. Open the rssrvpolicy.config file with a text editor. In the config file, locate the following code:

<CodeGroup class="FirstMatchCodeGroup" version="1" PermissionSetName="Nothing"> <IMembershipCondition class="AllMembershipCondition"

version="1"/>

6. Paste the following code right below the code you located in the previous step:

<CodeGroup class="UnionCodeGroup"

version="1"

PermissionSetName="FullTrust" Name="MyCodeGroup" Description="Code group for my data processing extension"> <IMembershipCondition class="UrlMembershipCondition"

version="1"

Url="C:\Program Files\Microsoft SQL Server\MSRS10.MSSQLSERVER\Reporting Ser vices\ReportServer\bin\CLSEpicor.dll"/> </CodeGroup>

</CodeGroup> Note You may need to change the URL based on the location

Note You may need to change the URL based on the location where the ReportServer\bin folder is located on your server.

7. In the code, locate the description:

Description="This code group grants default permissions for code in report expressions and Code element."

8. In the line above this description, change PermissionsSetName = Execution to PermissionSetName = FullTrust. This enables the expressions in the report to access the configuration file and call the .dll file.

Install Epicor Mobile Access

10 Install Epicor Mobile Access

Epicor 9.05 Supplemental Installations

Use these steps to install and configure Epicor Mobile Access.

10.1 Uninstall Epicor Mobile Access

If you have a previous version of Epicor Mobile Access installed on your server, use these steps to uninstall Epicor Mobile Access.

1. Navigate to Start > All Programs > Epicor Software > Epicor 9.05 and select Epicor Utilities Installers.

2. In the Welcome to the Epicor Utilities Setup wizard, click Next.

3. In the Epicor Utilities Setup dialog, click the Install Epicor Mobile Access button.

4. In the Welcome dialog, select the Remove Epicor Mobile Access option. Click Finish.

Epicor Mobile Access is uninstalled.

10.2 Install Crystal .NET SDK Runtime and Crystal Reports Server 2011

If you use report generation from Epicor Web Access or Epicor Mobile Access, you must install Crystal .NET SDK Runtime and Crystal Reports Server 2011. Note that Crystal Reports Runtime must be installed on the web server that is hosting Epicor Web Access or Epicor Mobile Access.

10.2.1 Install Crystal .NET SDK Runtime

Use the following steps to install Crystal .NET SDK Runtime. This component must be installed on the web server that is hosting Epicor Web Access or Epicor Mobile Access. Crystal .NET SDK Runtime can be installed on Windows Server 2008.

1. Log on to EPICweb and go to the Customer Portal Page. Navigate to Support > Epicor 9 > Downloads.

Page. Navigate to Support > Epicor 9 > Downloads . Note You can use this link:

2. Navigate to Epicor 9 > Version 9.05.700 > Third Party Products > Crystal.

3. Download the latest Crystal .NET SDK Runtime file from EPICweb to your workstation. For example, download Crystal Reports Runtime for EWA-EMA.zip.

4. Navigate to the downloaded file. Based on your environment, extract one of the following files:

For 32-bit environments, extract SBOP BI PLATFORM 4.0 SP2 ENTER.NET SDK RUNTIME WIN (32B).ZIP

For 64-bit environments, extract SBOP BI PLATFORM 4.0 SP2 ENTER.NET SDK RUNTIME WIN (64B).ZIP

Epicor 9.05 Supplemental Installations

Install Epicor Mobile Access

5.

In the extracted SBOP* folder, navigate to DATA_UNITS\BusinessObjectsRuntimeXX folder and run the setup.exe file.

6.

Select the setup language. For example, select English. Click OK.

7.

In the Prerequisite checking window, review the statuses of the required prerequisite components. Installation cannot proceed until all critical required prerequisites are met.

If one or more statuses are "Missing", click the prerequisite component to see the instructions on how to resolve the issue.

If all statuses are "Succeeded", click Next to continue the installation.

8.

A Welcome to the installation wizard window appears. Click Next. Click Next.

9.

Review the license agreement, and select the I accept the License Agreement check box. Click Next.

10.

In the Specify the destination window, you can click Browse to select the location where the application will be installed, or you can select the default location: C:\Program Files (x86)\SAP BusinessObjects\. Click Next.

11.

In the Start Installation window, click Next.

12.

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

10.2.2 Install Crystal Reports Server 2011

Use these steps to install the latest version of the Crystal Reports Server 2011 SP2 on your server. This component can be installed either on the same server as the Epicor Web Access forms, if Windows 2008 is used for both Epicor Web Access and Crystal Reports, or on another server within the trusted domain.

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 9.05.700 > Third Party Products > Crystal.

3.

Download the latest Crystal Reports Embedded Server file to your workstation. For example, download Crystal Reports 2011 Embedded Server SP2.zip .

4.

Navigate to the downloaded file. Extract the .zip file contents.

5.

Move the extracted files to the report server where the file are to be installed.

6.

Navigate to the extracted file folder. Run the Setup.exe file.

7.

The Setup window appears. Select your language. Click OK.

8.

The Welcome window appears. Click Next.

9.

If prompted with a prerequisite checklist, review the status of each component. Click Next.

10.

Review the license statement and select to accept it. Click Next.

Install Epicor Mobile Access

Epicor 9.05 Supplemental Installations

11. In the User Information dialog, enter your Full Name, Organization and Product Keycode.

your Full Name , Organization and Product Keycode . Note The Product Keycode is listed in

Note The Product Keycode is listed in the license key.txt file which is located in the same folder as the Setup.exe file.

12. Specify the destination installation folder. Click Next.

13. Select one or more language packs to install. The English language is selected by default. Click Next.

14. Select which features you would like to install. Click Next.

15. Click Next to confirm to start the installation. A meter displays the progress.

16. When completed, click Close.

17. You need to set the Report Directory of the Central Configuration Manager. To do this, do the following:

a. Navigate to Start > BusinessObject XI 3.1 > Crystal Report Embedded Server 2011 > Central Configuration Manager.

b. Stop the Report Application Server 12.

c. Right-click on Report Application Server 12 and select Properties.

d. In the Report Application Server 12 Properties window, select Parameter.

e. In Option Type, select Server.

f. For the Report Directory enter the value: C:\.

g. Restart the Report Application Server 12.

The installation of the Crystal Reports Server 2011 is complete.

10.3 Enable IIS 6 Management Compatibility

If you are running IIS 7, use these steps to enable IIS 6 Management Compatibility. The steps are different based on your operating system.

10.3.1 Using Vista and Windows 7

1. Open the Control Panel. Click Programs or Programs and Features.

2. Select the Turn Windows features on or off option

3. Expand Internet Information Services > Web Management Tools > IIS 6 Management Compatibility.

4. Verify that IIS Metabase and IIS 6 configuration compatibility is selected.

5. Exit the Control Panel.

Epicor 9.05 Supplemental Installations

10.3.2 Using Server 2008

1. Run Server Manager.

Install Epicor Mobile Access

2. From Roles > Web Server (IIS), right-click and select Add Role Services. Note that this node is only present when IIS is already installed.

3. Expand Management Tools > IIS 6 Management Compatibility.

4. Verify that IIS 6 Metabase Compatibility is installed.

5. Exit the Server Manager.

10.4 Install Epicor Mobile Access Process

Use these steps to install Epicor Mobile Access.

1.

In order to use Epicor Mobile Access, a license must be imported. Verify that the Epicor Mobile Access license was imported using the Epicor Administration Console. For new installations, the instructions for importing the license are located in the Epicor 9.05 Installation Guide in the Post-Installation > Prepare Your Data > Import License Codes section.

2.

Navigate to Start > All Programs > Epicor Software > Epicor 9.05 and select Epicor Utilities Installers.

3.

On the Welcome to the Epicor Utilities Setup wizard, click Next.

4.

On the Epicor Utilities Setup dialog, click Install Epicor Mobile Access to open the Epicor Mobile Access Installer.

5.

On the Welcome to the Epicor Mobile Access Setup wizard, click Next.

6.

On the Application Server Connection dialog, enter the name of the Application Server. For example, enter the server name that is hosting the Epicor application.

7.

Enter the Port number for the Epicor application connection. This port must allow communication between the Epicor Mobile Access server and the Epicor application server. Click Next.

8.

On the Select Installation Address dialog, use the drop-down menu to select a Site. This is the site configured in IIS. The default is Default Web Site.

Note If you need to create a site in IIS, refer to your Microsoft documentation.

Note If you need to create a site in IIS, refer to your Microsoft documentation.

9.

Enter the Virtual Directory name for the Epicor Mobile Access application. The default is EpicorMobileAccess. The name can be changed to any name allowed in IIS. If the default is accepted, a virtual directory is created in IIS with a physical path and folder located under the \inetpub\wwwroot folder.

10.

Use the drop-down menu to select an Application Pool that is configured in IIS. Click Next.

Note If you need to create an application pool in IIS, refer to your Microsoft documentation. If you need to create an application pool in IIS, refer to your Microsoft documentation.

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Epicor 9.05 Supplemental Installations

11. On the Confirmation dialog, click Next to begin the installation. Epicor Mobile Access is installed.

12. When the installation is complete, click Close.

10.5 Configure Epicor Mobile Access

Use these steps to configure Epicor Mobile Access.

10.5.1 Configure EMA User

Use these steps to configure Epicor Mobile Access User options.

1. Open the Epicor 9.05 application.

2. Navigate to System Management > Company Maintenance and open the User program.

3. Select a User Id that requires ability to use Epicor Mobile Access on supported mobile devices. Click the Options tab.

4. Select the Allow Mobile Access check box.

5. Click Save on the Standard toolbar.

6. If you want to make an Epicor application dashboard available for a mobile device, review the Create Mobile Device Dashboards in the Epicor application help.

10.5.2 Configure EMA Reporting

Use these steps to configure Epicor Mobile Access reporting options so that BAQ reports can be added to the Epicor Mobile Menu.

1. Navigate to the Epicor Mobile Access virtual directory. For example, if your Epicor Mobile Access was installed to IIS, the default directory is: c:\inetpub\wwwroot\EpicorMobileAccess.

2. With a text editor, open the web.config file. Edit the following nodes:

a. <add key="ReportAppServer" value=""/>; edit the value with the Crystal Report Application Server name

b. <add key="EmailHostName" value=""/>; edit the value with the SMTP server name

3. Save and close the web.config file.

10.5.3 Assign Data Folder Properties and Sharing

Use the following steps to assign required properties and sharing to the Data folder so that the ASP.NET account has write access. Note that the group names may be different for IIS6 and IIS7.

1. Navigate to the Epicor Mobile Access\Data virtual directory. For example, if your Epicor Mobile Access was installed to IIS, the default directory is: C:\inetpub\wwwroot\EpicorMobileAccess\Data.

Epicor 9.05 Supplemental Installations

2. Right-click on the Data folder and select Properties.

Install Epicor Mobile Access

3. Click the Security tab. Select the IIS_WPG group (IIS6) or IIS_IUSRS group (IIS7) from the Group or user names list.

4. Click the Edit button. Re-select the IIS_WPG group (IIS6) or IIS_IUSRS group (IIS7).

5. In the Permissions for [group] list, select the Modify and Write check boxes in the Allow column.

the Modify and Write check boxes in the Allow column. Note The selected group now has

Note The selected group now has Allow selected for Modify, Read & Execute, List Folder Contents, Read, and Write.

6. Click OK until you exit.

7. Right-click on the Data folder. Based on your operating system, do one of the following:

Select Share. Select the Share button. After the share is complete, click Done

Select Sharing and Security. Select Share this folder. Click OK.

Install Epicor Sharepoint Publisher

Epicor 9.05 Supplemental Installations

11 Install Epicor Sharepoint Publisher

Use these steps to install Epicor Sharepoint Publisher on your server. Note that if you create a new Web Application on the Sharepoint Server after Epicor Sharepoint Publisher has already been installed, you must reinstall Epicor Sharepoint Publisher in order for the new site to see Epicor web parts.

11.1 Uninstall Epicor Sharepoint Publisher

If you have a previous version of Epicor Sharepoint Publisher installed on your server, use these steps to uninstall Epicor Sharepoint Publisher.

1. Select Start > Control Panel > Programs > Uninstall.

2. Select Epicor Sharepoint Publisher and click Remove.

3. Verify that the uninstallation was completed successfully.

11.2 Install Epicor Sharepoint Publisher

Use these steps to install Epicor Sharepoint Publisher on your server.

1. Log on to the server where you intend to install Epicor Sharepoint Publisher.

2. Navigate to Start > All Programs > Epicor Software > Epicor 9.05 and select Epicor Utilities Installers.

Note If you want to install Epicor Sharepoint Publisher on a separate server, go to that server and use remote access to navigate to the shared Epicor905 folder on your Epicor server. From that remote shared folder, run the Epicor Utilities Installer.

remote shared folder, run the Epicor Utilities Installer. 3. On the Welcome to the Epicor Utilities

3. On the Welcome to the Epicor Utilities Setup wizard, click Next.

4. On the Epicor Utilities Setup dialog, click the Sharepoint Publisher 32 Bit or Sharepoint Publisher 64 Bit button to start the installation.

5. On the Welcome dialog, click Next.

6. Specify the folder for the installation of Epicor Sharepoint Publisher. Select Everyone as the user of the computer. Click Next.

7. On the Confirm Installation dialog, click Next. The files are installed.

8. When the installation is complete, click Close.

The Epicor Sharepoint Publisher functionality is now installed.

Epicor 9.05 Supplemental Installations

Install and Deploy Epicor Web Access

12 Install and Deploy Epicor Web Access

Use these steps to install and deploy Epicor Web Access using a Windows 2008 based Internet Information Server (IIS). The Epicor Web Access forms and components are an optional installation and are required only if Browser-based access to your Epicor 9.05 environment is desired.

access to your Epicor 9.05 environment is desired. Note While it is possible to deploy the

Note While it is possible to deploy the Epicor Web Access forms on your Windows based Epicor 9.05 Server, it is not recommended. For optimal performance and ease of maintenance, a separate Internet Information Server is recommended.

12.1 Install Crystal .NET SDK Runtime and Crystal Reports Server 2011

If you use report generation from Epicor Web Access or Epicor Mobile Access, you must install Crystal .NET SDK Runtime and Crystal Reports Server 2011. Note that Crystal Reports Runtime must be installed on the web server that is hosting Epicor Web Access or Epicor Mobile Access.

12.1.1 Uninstall Previous Versions of Crystal Runtime

Use the following steps to uninstall any previous version of Crystal Runtime.

1. Navigate to Start > Control Panel > Programs > Uninstall a Program.

2. Select Crystal Reports .NET Runtime and click Uninstall.

3. Verify that the uninstallation was completed successfully.

12.1.2 Install Crystal .NET SDK Runtime

Use the following steps to install Crystal .NET SDK Runtime. This component must be installed on the web server that is hosting Epicor Web Access or Epicor Mobile Access. Crystal .NET SDK Runtime can be installed on Windows Server 2008.

1. Log on to EPICweb and go to the Customer Portal Page. Navigate to Support > Epicor 9 > Downloads.

Page. Navigate to Support > Epicor 9 > Downloads . Note You can use this link:

2. Navigate to Epicor 9 > Version 9.05.700 > Third Party Products > Crystal.

3. Download the latest Crystal .NET SDK Runtime file from EPICweb to your workstation. For example, download Crystal Reports Runtime for EWA-EMA.zip.

4. Navigate to the downloaded file. Based on your environment, extract one of the following files:

For 32-bit environments, extract SBOP BI PLATFORM 4.0 SP2 ENTER.NET SDK RUNTIME WIN (32B).ZIP

For 64-bit environments, extract SBOP BI PLATFORM 4.0 SP2 ENTER.NET SDK RUNTIME WIN (64B).ZIP

Install and Deploy Epicor Web Access

Epicor 9.05 Supplemental Installations

5.

In the extracted SBOP* folder, navigate to DATA_UNITS\BusinessObjectsRuntimeXX folder and run the setup.exe file.

6.

Select the setup language. For example, select English. Click OK.

7.

In the Prerequisite checking window, review the statuses of the required prerequisite components. Installation cannot proceed until all critical required prerequisites are met.

If one or more statuses are "Missing", click the prerequisite component to see the instructions on how to resolve the issue.

If all statuses are "Succeeded", click Next to continue the installation.

8.

A Welcome to the installation wizard window appears. Click Next. Click Next.

9.

Review the license agreement, and select the I accept the License Agreement check box. Click Next.

10.

In the Specify the destination window, you can click Browse to select the location where the application will be installed, or you can select the default location: C:\Program Files (x86)\SAP BusinessObjects\. Click Next.

11.

In the Start Installation window, click Next.

12.

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

12.1.3 Uninstall Previous Version of Crystal Embedded Server

Use the following steps to uninstall any previous version of Crystal Embedded Server.

1. Navigate to Start > Control Panel > Add or Remove Programs.

2. Select Crystal .NET Embedded Server and click Remove.

3. Verify that the uninstallation was completed successfully.

12.1.4 Install Crystal Reports Server 2011

Use these steps to install the latest version of the Crystal Reports Server 2011 SP2 on your server. This component can be installed either on the same server as the Epicor Web Access forms, if Windows 2008 is used for both Epicor Web Access and Crystal Reports, or on another server within the trusted domain.

1. Log on to EPICweb and go to the Customer Portal Page. Navigate to Support > Epicor 9 > Downloads.

Page. Navigate to Support > Epicor 9 > Downloads . Note You can use this link:

2. Navigate to Epicor 9 > Version 9.05.700 > Third Party Products > Crystal.

3. Download the latest Crystal Reports Embedded Server file to your workstation. For example, download Crystal Reports 2011 Embedded Server SP2.zip .

4. Navigate to the downloaded file. Extract the .zip file contents.

5. Move the extracted files to the report server where the file are to be installed.

Epicor 9.05 Supplemental Installations

Install and Deploy Epicor Web Access

6.

Navigate to the extracted file folder. Run the Setup.exe file.

7.

The Setup window appears. Select your language. Click OK.

8.

The Welcome window appears. Click Next.

9.

If prompted with a prerequisite checklist, review the status of each component. Click Next.

10.

Review the license statement and select to accept it. Click Next.

11.

In the User Information dialog, enter your Full Name, Organization and Product Keycode.

Note The Product Keycode is listed in the license key.txt file which is located in

Note The Product Keycode is listed in the license key.txt file which is located in the same folder as the Setup.exe file.

12.

Specify the destination installation folder. Click Next.

13.

Select one or more language packs to install. The English language is selected by default. Click Next.

14.

Select which features you would like to install. Click Next.

15.

Click Next to confirm to start the installation. A meter displays the progress.

16.

When completed, click Close.

17.

You need to set the Report Directory of the Central Configuration Manager. To do this, do the following:

a. Navigate to Start > BusinessObject XI 3.1 > Crystal Report Embedded Server 2011 > Central Configuration Manager.

b. Stop the Report Application Server 12.

c. Right-click on Report Application Server 12 and select Properties.

d. In the Report Application Server 12 Properties window, select Parameter.

e. In Option Type, select Server.

f. For the Report Directory enter the value: C:\.

g. Restart the Report Application Server 12.

The installation of the Crystal Reports Server 2011 is complete.

12.2 Configure Forms and Components

The Epicor Web Access forms and components are delivered as part of the Epicor application server installation. Use the following steps to configure those forms and components.

1. Go to the /Epicor Web Access folder on your server. It is located at the same folder level as the /Administration, /Client, /Server, and /Help folders.

Install and Deploy Epicor Web Access

Epicor 9.05 Supplemental Installations

2. Copy the entire /Epicor Web Access folder to the machine with the Internet Information Server (IIS) that will host your Epicor Web Access web site.

3. Run the pre-installation configuration process. To do this, go to the /Epicor Web Access Utilities 9.0 folder and run the Epicor Web Access Utilities.msi file.

12.3 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.

Web Access Utilities > Epicor Web Access Installer . Note To run the Epicor Web Access

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. Enter the following information:

a. Web Forms Package: Select EpicorWebAccessForms.zip which is located in the /Epicor Web Access folder. The .zip file stores the files that related to web forms such aspx, js, and css.

b. Web Services Package: Select EpicorWebAccessServices.zip which is located in the /Epicor Web Access folder. The .zip file stores the files that are related web services such as asmx, and dll.

c. Click Next.

4. The Site Settings dialog opens. It looks similar to the following:

. 4. The Site Settings dialog opens. It looks similar to the following: Enter the following

Enter the following information:

Epicor 9.05 Supplemental Installations

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

Install and Deploy Epicor Web Access

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 9401.

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.

5. The Reporting Settings dialog opens. It looks similar to the following:

Settings dialog opens. It looks similar to the following: Enter the following information: a. Enable Reporting

Enter the following information:

a. Enable Reporting: Select this check box if you have Crystal Reports 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 Reports 2008 Runtime is installed on the server.

b. Report Appserver. The Report Appserver defaults to the name of the webserver. If the Crystal Reports 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.

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Epicor 9.05 Supplemental Installations

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

 

proceeds.

7.

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:

If

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:

a window similar to the following should appear: 10. Enter a valid User ID and Password

10.

Enter a valid User ID and Password that you use to log into your Epicor application. This sign-in consumes

a user license.

Epicor 9.05 Supplemental Installations

Install and Deploy Epicor Web Access

Installations Install and Deploy Epicor Web Access Note If you want to use a Time and

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.

12.4 Deploy Epicor Web Access

Use these steps to deploy Epicor Web Access. The delivered web forms are generated at the same version as the Epicor application software deployed in the release. The Web Menu includes the forms that are available for Epicor Web Access.

1. Epicor Web Access includes the majority of the Epicor application forms, with a few exceptions of the drag-and-drop scheduling forms and most of the system setup forms. Review the form exceptions, which include:

Job Scheduling Board

Multi Resource Scheduling Board

Resource Scheduling Board

Business Activity Query Designer

BPM Method and Data Directive Maintenance

Financial Report Designer

Menu and Security Maintenance

Mobile, Customer and Supplier Connect Maintenance

Translation Maintenance

System Agent

W2 Processing

2. Determine if you need further control over web forms that you need to exclude from Epicor Web Access. To exclude a form, use Menu Maintenance (using the Epicor Smart Client) and on the Security sheet, select the Exclude Epicor Web Access check box associated with each menu option.

Note Epicor Web form supports group access security so this exclusion is only required when a Epicor Web form supports group access security so this exclusion is only required when a form should be available to users from the Epicor Smart client but not the Epicor Web Client.

3. Determine if you need to customize any forms or create any user dashboards since these must be specially generated for Epicor Web Access.

Note A prerequisite for generation is that any customization script must be supported in C# rather than VB.Net code. This is due to the fact that the process converts customization code from C# into Java Script for Browser deployment. This process is not possible from VB.Net code. Although VB.Net is supported for backward compatibility with the Epicor 9.05 application, it is not recommended that new customizations are created using VB.Net with the Epicor 9.05 application since they do not generate for Web Access without conversion to C#.

VB.Net with the Epicor 9.05 application since they do not generate for Web Access without conversion

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Epicor 9.05 Supplemental Installations

4. Determine how to process the customizations and dashboards containing customization code in VB.Net that were created prior to upgrading to the Epicor 9.05 application. You must either recreate those customizations using C#, or manually convert code either by hand or using a commercially available VB.Net to C# conversion routine. Instructions are available in a the document entitled Guidelines for Conversion of VB.Net to C# Customization Code in Epicor 9.05. Contact Epicor Support for this documentation.

5. If you want certain users to use a Time and Expense (TE) or Customer Relationship Management (CRM) license, direct them to use the following URL style to get to the login page: http://<your server>/<your site name>/default.aspx?LicenseType=TE or http://<your server>/<your site name>/default.aspx?LicenseType=CRM. Direct users of TE and CRM license types to set up browser Favorites using the appropriate URL.

12.5 Configure Epicor Web Access

Use these steps to configure Epicor Web Access within your Epicor application.

1. Navigate to System Management > Company Maintenance and open the Company program.

2. Click the System > Epicor Everywhere tab.

3. Enter your Epicor Everywhere URL. For example, enter http://<your server>/<your site name>.

4.