Epicor10_NewInstallGuide_101500.pdf

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Epicor ERP 10.1.500 Installation Guide New Installation of Epicor 10.1.500 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 2016. All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of Epicor Software Corporation. New Installation of Epicor 10.1.500 Revision: November 14, 2016 1:57 p.m. Total pages: 141 install_New.ditaval Epicor ERP 10.1.500 Installation Guide Contents Contents Part I: Getting Started......................................................................................9 Chapter 1: Review Epicor ERP Flows..........................................................9 1.1 Review Installation Flow....................................................................................................................10 Chapter 2: Verify Prerequisites.................................................................12 2.1 Verify Access to EPICweb..................................................................................................................12 2.2 Review Release Documents...............................................................................................................12 2.3 Verify Windows Operating System Requirements..............................................................................13 2.4 Verify SQL Server Install and Features................................................................................................15 2.5 Configure Server Roles......................................................................................................................17 2.6 Verify SQL Server Reporting Services (SSRS) Prerequisites...................................................................19 2.7 Set Up Test Environment...................................................................................................................21 Part II: Installation and Configuration..........................................................22 Chapter 3: Install the Epicor ERP 10.1 Application..................................22 3.1 Prepare SQL Server Login Account....................................................................................................22 3.2 Install Epicor ERP 10.1 Server............................................................................................................23 3.3 Install Epicor ERP 10.1.500.x Latest Update.......................................................................................27 Chapter 4: Configure Epicor Database.....................................................28 4.1 Add Epicor Database Server..............................................................................................................28 4.2 Add Epicor Database........................................................................................................................29 4.3 Configure Epicor ERP SQL Server Login Account................................................................................34 Chapter 5: Configure Epicor Server and Application Server..................35 5.1 Determine Authentication Option (Endpoint Binding)........................................................................35 5.1.1 Generate Self-Signed SSL Security Certificate (If Using UserNameSSLChannel and HttpBinaryUsernameSslChannel).................................................................................................35 5.2 Add Epicor Server.............................................................................................................................36 5.3 Add Epicor Application Server (New or Upgrading from 10.0)...........................................................37 5.4 Import License File and Enable Modules............................................................................................48 5.5 Add Company..................................................................................................................................50 New Installation of Epicor 10.1.500 3 ......1 Deploy and Configure Epicor Web Access....................................................81 8........1 Configure Epicor Mobile Access User................................7 Install Epicor Online Help System......................58 Chapter 7: Install Epicor ERP Extension Applications.........................................85 4 New Installation of Epicor 10..7 Generate Web Forms for User Dashboards........................................................81 8.....................................................................76 8.............1............................................................................11 Install Crystal Reports Embedded Server 2013 (optional)................................8 Generate Web Forms for Customized and Localized Application Forms.....1 Register Enterprise Search Server..........2 Configure Epicor Mobile Access..78 Configure PDF: Windows Server 2008 R2 Web Server.......................6 Install Epicor Information Worker.........................78 8..74 Chapter 8: Configure Epicor ERP Extension Applications..............................................................54 6.84 8........52 6..................3..................77 8..................63 7.........................................52 Chapter 6: Log In the First Time...Contents Epicor ERP 10.........................................1......83 8..................................83 8..70 7........500 Installation Guide Part III: Post-Installation.................................................................1 Assign EpicorWebAccess Folder Properties and Sharing................................58 6......75 8.......1...........................................................................................................................................................2 Assign Resources Folder Properties and Sharing...84 8.............................................................................75 8.....................................................................................................................61 7..4 Test System and Repeat Installation.............................80 8.................1....67 7....................................................500 ....................................................................................................9 Review Supported Browsers and Configuration............5 Install Epicor Lightweight Client.60 7........................................1...................52 6.....................76 8..............1.................................................75 8......................................................................................................................2....................1..............52 6...........3 Configure Epicor Enterprise Search.................................................................1..79 8...1...68 7..............4 Set Up Initial Configuration of Epicor Web Access..10 Set Up EWA Compression (Windows Server 2008 R2 only)...................................................................................................................................3...........................................................................................2 Assign Data Folder Properties and Sharing.......................................1.....................................3 Install Epicor Enterprise Search...............................................................78 Configure XLS: Windows Server 2008 R2 Web Server..........................................................................................................................2 Install and Configure Task Agent......79 8...1..............................3 Verify SQL Search Services for Full-Text Search.....3 Deploy Epicor Web Access Forms...............65 7...........................................................83 8.................................................................................53 6..................................................................2 Rebuild Search Index..............................................1 Create System Agent User Account...........2.......1...........................................................................................1................................................82 8...........................8 Install Epicor SharePoint Publisher.............................5 Install Embedded Education Courses............................................4 Install Epicor Social Enterprise................................................................................6 Configure EWA Reporting URL Display Features...........................2 Create System Agent.................................1.............................1 Set Up System Agent........................71 7...........................................................................1 Install Epicor Web Access............................................1...2 Install Epicor Mobile Access...................................... ...................................91 8............................................................112 New Installation of Epicor 10...........94 8..................................................................................................2 Install Service Bus in a Production Environment..................................................500 Installation Guide Contents 8...........................3........................................................Epicor ERP 10......98 8....................................................................................1 Enable Education Module...............................................................3 Set Up Information Worker Clients..............7 Invite Users.......94 8.........................................................................6....................1 Client on a Workstation.....................NET Framework 4.........105 10............1 Review CSFs in Epicor ERP 10.....................................................................6 Re-create Search Index Definition (If Needed)..............112 12...........................................................................................4 Configure Web Site URL........................6.......................................................................................................................................................1..............4......2 Deploy Alternate Contact Data Source................................1....................4..........................................2 Create Notification Source...................3.87 8...........................88 8........................91 8......................................................................................................5..............................................................................4...........................................86 Use Pre-defined Schedule to Rebuild All Indexes.........................96 8..............86 Schedule Search Index Rebuild Manually...101 9..................................................................................................96 8................................86 8......................95 8...................................1 Generate Server Components for BAQs........................97 8..................................3....................................................91 8...................1 Client Software.........109 Chapter 12: Configure Country Specific Functionality (CSF).................................................................1 Install Service Bus in a Test Environment......6 Configure Message Editing (Optional).99 Chapter 9: Install Epicor ERP 10............................................6........102 Part IV: Supplemental Installations............2 Additional Post-Migration Steps for CSFs....................................109 11..............98 8...................97 8................................................5 Configure Twitter Credentials (Optional)..........................6...95 8..101 9....................109 11..............................................96 8.................................2 Change Language Settings...............4.....................................4.....1....................................3.......4 Configure Epicor Social Enterprise.............1.....6....................108 Chapter 11: Install Languages..................3 Scheduled Tasks..7 Configure Epicor Sharepoint Publisher.1 Install Language File....................................................111 12.........................................................................................................................................................................NET SDK Runtime (EWA Client optional).........................1 or Later (Client)......................................................................3 Install Epicor ERP 10....................................................................................111 12..........105 Chapter 10: Install Microsoft Service Bus 1.................500 5 .........2 Install Crystal .........5 Enable Epicor Search Anywhere for Users..........................................................89 8.......6 Configure Epicor Information Worker....4 Enable Search Index...........................................................4.......................................................4 Troubleshooting Installation Errors........4...........................................................99 8.................................1 Log In to Epicor Social Enterprise.......................5 Configure Epicor Education Module....3 Install CSF Language File..........105 10....................1 Install .................................................3 Configure Email Server..............................................................................................101 9................ ...................................................................................................132 16..........137 18.........................................3 Set Up HttpsOffloadBinaryUserNameChannel Server.................................................................1 Route Specific Calls to Server Farm.........................................................121 14.......127 15..7 Manage Load Balance................................134 17.................3 Configure the Application Server...........7....................................................................................................................130 16..................................................2..................................................................131 16............................................................................................................................127 15.............115 14...........500 Installation Guide Chapter 13: Install Performance and Diagnostic Tool.............................1 Set Up User Account..................................................5 Configure Application Servers..........................124 14.......2 Restore Demonstration Database.......................................113 Chapter 14: Configure Application Request Routing.......500 .............................2...4 Set Up HttpsBinaryUserNameChannel Server.......1 Client....................................................2 Create Certificates................1 Install and Configure Application Request Routing............127 15..........................................................127 Chapter 15: Manual Installation and Conversion Issues.................................................2....................................117 14....130 16......1 Review Error Message Resolutions......................................................133 Chapter 17: Changing or Uninstalling Epicor ERP 10.........................128 Chapter 16: Implement Single Sign On....134 17............................4 Uninstall Epicor ERP Application Extensions.................................................130 16......2 Set Up Single Sign On (Windows Account)..................1.......................................................................................................3 Uninstall Epicor ERP 10........................1 Set Up Automatic Sign On (Epicor Account).........................................................................................................................................................................................................................115 14..............................................136 18...............................121 14.....................................................................6 Add Certificates.........134 17..................................................................................................................................135 17........................................................................................................................118 14............................4 Configure the Client..........................................................2...............3 Manually Set Up Information Worker Configuration.......120 14...................................................................136 18.........3 Increase Number of Threads Available to SQL Server...............................2 Manually Install Epicor Administration Console..1 Add or Remove Program Features.........Contents Epicor ERP 10..............6...................................135 Chapter 18: Troubleshooting.......................2 Configure the Server.............119 14....................1...............131 16...........................124 14.............7.................................6.................125 Part V: Appendices............................................1 Verify Temporary Files Do Not Exist................2 Add Self-Signed Certificates (Test Environment).................138 6 New Installation of Epicor 10...................................................................................2 Uninstall Epicor ERP 10.......................................1 Application..............1 Application.1 Add Certificate for Default Website......................121 14....................................2 Test Load Balance............. 1...........500 7 ............Epicor ERP 10...........1..............5 Manage LOB Data Replication..............................................................................500 Installation Guide Contents 18...139 New Installation of Epicor 10............138 18....................................4 Change Free Memory Requirement............................ 500 .500 Installation Guide 8 New Installation of Epicor 10.1.Contents Epicor ERP 10.1. 1. New Installation of Epicor 10.500 Installation Guide Getting Started Part I: Getting Started Welcome to the Epicor ERP 10.500 9 .Epicor ERP 10.1. Chapter 1: Review Epicor ERP Flows Use this chapter to review the installation and documentation flows.1 Installation Guide. This part of the guide explains how to verify the prerequisites and perform pre-installation steps prior to installing Epicor ERP 10.1. 1 Review Installation Flow Use the following flow to review the process a new customer follows to install Epicor ERP 10.1 as the first Epicor ERP application installation.Getting Started Epicor ERP 10.1. 10 New Installation of Epicor 10.500 Installation Guide 1.1.500 . 1.Epicor ERP 10.1.500 11 .500 Installation Guide Getting Started New Installation of Epicor 10. Each document has been updated specifically for this release.2 Review Release Documents Use these steps to download and review the release documents that are available with this Epicor ERP 10.epicor. Release Documentation Description Epicor ERP 10. 2.1 Installation Guide New customers should use this guide to install a new Epicor ERP 10.com/products/epicor-erp/downloads. Guide also includes steps for installing the extension applications such as Enterprise Search.500 Installation Guide Chapter 2: Verify Prerequisites Use this chapter to verify the prerequisites prior to installing or upgrading your Epicor ERP 10. Verify you have a valid User ID and Password for Epicor's Customer Portal (EPICweb).Getting Started Epicor ERP 10. Epicor ERP 10. Navigate to Products > Epicor ERP version 10 > Downloads > Epicor ERP > Version 10.com 2.1 Verify Access to EPICweb Use these steps to verify you have appropriate permissions to access the EPICweb site. Verify you have Internet access at your workstation. Education Module. and then configure the database. Guide includes instructions to install Epicor ERP 10.1 architecture prior to installing. Note that the installation guide is available in three versions and you only need to download one version. servers. locate and download the following release documents.1 architecture and framework technology strategies.1 Architecture Guide Includes overview topics and conceptual information regarding the Epicor ERP 10. 12 New Installation of Epicor 10. Mobile Access. 2. Social Enterprise. 1. 1.1.1 application. To create an account go to: http://support.1. You can use this link: https://epicweb. In the Available Downloads list.1. and Information Worker.1. Epicor ERP 10. Also includes any late-breaking installation updates. Log on to EPICweb and go to the customer portal website.1 version.epicor. Web Access.1 Release Notes Includes detailed list of changes (fixes and enhancements) sorted by functional area. 2. and application severs. before logging in the first time. The guides also include steps for installing supplemental components. Note It is highly recommended that you read this guide and understand the Epicor ERP 10.1 application for the first time.500 . 1 x86 / x64 Intel Architecture • Windows 10 x86 / x64 Intel Architecture 2. configure the database. 3. For your workstation.1 application.05.1 database. Existing Progress customers should use this guide to migrate from an existing Epicor 9. Guide includes instructions to backup your existing Epicor 9. verify you have one of the following installed: • Windows 7 (SP1) x86 / x64 • Windows 8 x86 / x64 Intel Architecture • Windows 8. • Migration from Progress.1 Migration Guide Existing customers on Epicor 9. These steps must be performed on the Epicor Application Server. and then log in the first time.702A . c.400 should use this Guide guide to upgrade their existing Epicor ERP 10.702A - Progress application to Epicor ERP 10.3 Verify Windows Operating System Requirements Use the steps to verify your operating system requirements for installing the Epicor ERP 10. Note that the stack must be the exact combination of Windows Operating System and Microsoft SQL Server. Migration Guides are available based on your platform type: • Migration from SQL. Existing SQL customers should use this guide to migrate from an existing Epicor 9.05 application. 500. which is before the Table of Contents.1 Release Upgrade Existing customers on Epicor ERP 10.500 13 . To do this: a.SQL application to Epicor ERP 10. 1. migrate your existing database into an Epicor ERP 10. and not on the machine where you will be running the Epicor Administration Console. For your server.1.1 application.05 should use this guide to migrate their existing Epicor 9. 2. On your release document locate the Disclaimer page.0 or 10.1.1.1.1.05. install a new Epicor ERP 10.1. configure the servers.Epicor ERP 10. follow the above steps to download the release document from the EPICweb customer portal site.05 version to ERP 10. • Windows Server 2008 R2 with SQL Server 2008 R2 • Windows Server 2012 with SQL Server 2012 New Installation of Epicor 10.400 to version to ERP 10. Epicor ERP 10. If the Revision date is not the same.1. The guide also includes steps for installing the extension applications and supplemental components.0 or 10. b.500 Installation Guide Getting Started Release Documentation Description Epicor ERP 10. you must verify that you are using the latest version of the document. Verify that the Revision date on that page is the same as the Revision date on the file that is currently available from the EPICweb customer portal site. If you previously downloaded any of the above release documents prior to following the steps in this section.1. verify that you have one of the following Microsoft Technology Stacks installed. 0. your system administrator should review the Windows Updates and install when necessary.500 . For more information. a firewall is installed. It is recommended that Windows Updates are not set to install automatically on your production server. To do this. The firewall must be disabled in order for connectivity from other machines to allow for administering of the Epicor ERP 10. Based on your company practices.NET Framework 4. refer to Microsoft Development Network website.1 Application Servers. verify that port 8172 is open in the firewall. then create your own inbound rule that opens port 8172 for TCP traffic. CPU. but Epicor ERP 10. 5. you need to enable the IIS Management Service. Click OK. clear the Public check box. 4. In the Advanced tab.NET\Framework64\v4. Note Certifying a platform for Epicor ERP 10. The SQL Server Express editions are not supported due to constraints on the memory. Click Close. Therefore. in the profiles section. This option should not be selected.x. For the Epicor Administration Console. Keep the Domain and the Private options enabled.30319\aspnet_regiis -i. Standard or Enterprise versions. b. 14 New Installation of Epicor 10. 7.NET Framework 4. and database size. the inbound rule "Web Management Server (HTTP Traffic-In)" is enabled. To do this.1 is not certified with SQL Server 2008 R2 when it is matched with Windows 2012 R2. Enter the following: a. verify that in the Windows Firewall. In the General tab. Epicor ERP 10.1. Right-click on the rule and select Properties.6 or later before you enable IIS.Getting Started Epicor ERP 10. Locate the inbound rule named "Web Management Service (HTTP Traffic-in)". Important If you install the . in the Search field. For the Epicor Administration Console. if it exists.1 is certified with SQL Server 2016 only if it is matched with Windows Server 2012 R2. Windows operating system. not every combination of hardware.NET IIS Registration tool in order to register the . To do this. select Allow the connection in the Action group box. Note The inbound rule "Web Management Server (HTTP Traffic-In)" should be enabled.500 Installation Guide • Windows Server 2012 R2 with SQL Server 2014 • Windows Server 2012 R2 with SQL Server 2016 Important For your SQL Server. c. The registration tool may be located in the following folder: C:\Windows\Microsoft. In the Windows Features window. If you want to use the Epicor Administration Console to remotely administer machines.1 is an involved task due to the amount of environment testing required. navigate to Start > Control Panel > Administrative Tools > Windows Firewall with Advanced Security. enter "Windows Features" and select the Turn Windows features on or off option to run the Windows Features program.1. navigate to Internet Information Services > Web Management Tools and select the IIS Management Service check box. Epicor supports either the runtime.NET Framework with IIS and create application pools that use the . you can enable your firewall after the installation process is complete. For example. Based on your company practices. and SQL Server version is formally certified to successfully run Epicor ERP 10. 6.1. if you are using the built-in Windows firewall. If that rule is not present. open your Windows Firewall. you must run the ASP. 3. With Windows Server. do the following: • Add a domain account with Administrator permissions.4 Verify SQL Server Install and Features Use these steps to verify that a supported version of Microsoft SQL Server is installed on your database server and that the required Full-Text Search feature is installed on your SQL Server instance. For the Application Server.1 is certified with SQL Server 2016 only if it is matched with Windows Server 2012 R2. but Epicor ERP 10. not every combination of hardware. CPU. and SQL Server version is formally certified to successfully run Epicor ERP 10. do the following: • Add the domain account login (with Administrator permissions) to the Administrators group.1 is not certified with SQL Server 2008 R2 when it is matched with Windows 2012 R2. • Windows Server 2008 R2 with SQL Server 2008 R2 • Windows Server 2012 with SQL Server 2012 • Windows Server 2012 R2 with SQL Server 2014 • Windows Server 2012 R2 with SQL Server 2016 Important If necessary. Open SQL Server Management Studio. On your database server. navigate to Start > All Programs > Microsoft SQL Server > Documentation and Tutorials > SQL Server Books Online. Epicor supports either the runtime. Be sure to install any Microsoft service pack and patch updates related to your SQL version. The SQL Server Express editions are not supported due to constraints on the memory. Right-click on your server/instance and select New Query. For your SQL Server.1. complete these steps on the two machines: a. Epicor ERP 10. Enter the following query: SELECT fulltextserviceproperty('IsFulltextInstalled') New Installation of Epicor 10. verify that network connectivity exists between the servers. Note the stack must be the exact combination of Windows Operating System and Microsoft SQL Server. 2. • Log into the Application Server using the domain account with Administrator permissions. • In SQL Server Management Studio.1. install SQL Server on your database server using the instructions that came with your SQL installation. b.Epicor ERP 10. Standard or Enterprise versions. • Verify the SQL Server service properties specifies "Log On As" that specific domain account. To do this. 3. For example. Full-Text Search is required in order to create databases using the Epicor ERP 10 application. The documentation is typically installed with the SQL Server application. and database size. To access it. If your SQL Server is hosted on a different machine than the Epicor ERP 10. Note It is recommended that you review the SQL Books Online information in order to become familiar with the SQL Server administration functionality. verify that one of the following Microsoft Technology Stacks is installed. Verify that the Full-Text Search feature is installed on your SQL Server instance.1 is an involved task due to the amount of environment testing required. 1.500 15 . For the SQL Server.500 Installation Guide Getting Started 2. create the domain account as a SQL login account with sysadmin rights.1 Application Server. To verify if the feature is installed: a. Therefore. Note Certifying a platform for Epicor ERP 10. Windows operating system.1. Click Next several times. Verify that the server where Enterprise Search is installed also has SQL Server installed as the named or primary instance. SQL Server 2008 R2. if your server is named Candy. or SQL Server 2008 Express • SQL Server 2012 • SQL Server 2014 • SQL Server 2016 b. d. If you are using Enterprise Search. 4. Click Execute. Note that if your SQL Server has multiple instances. Verify that the SQL Server installation has SQL and Windows Authentication enabled. 16 New Installation of Epicor 10. then click Complete to finish the component installation. verify the following SQL Server requirements: a. If the query returns 0 or NOT INSTALLED. If the query returns 1 or INSTALLED it means that Full-Text Search is installed. Verify that the account you use to log into the system is trusted by the SQL Server. select the option to Add features to an existing instance of SQL Server and specify the SQL Server instance you want to modify. right-click MS SQL Server installation and select Uninstall/Change. c. • In the Feature Selection window. then SQL Server must be made available as Candy. and not as a sub or separate installation. you must verify that the service is available for the specific SQL Server instance. For example. on your SQL Server select Start > Control Panel > Administrative Tools > Services.500 Installation Guide IF (1 = FULLTEXTSERVICEPROPERTY('IsFullTextInstalled')) print 'INSTALLED' else print 'NOT INSTALLED' b. Verify that one of the following SQL Server versions is installed and running locally: • SQL Server 2008. Note As an alternate method to verify if the Full-Text Search feature is enabled on your SQL Server. select the Full-Text Search check box. you can review the list of services.1.1.Getting Started Epicor ERP 10. To do this: • Select Start > Control Panel > Programs and Features. To do this. Verify that SQL Full-text Filter Daemon Launcher (SQL Server Instance Name) service is listed. In the list of programs. Your query results may look similar to the following: c. for example (MSSQLSERVER). Note that the Epicor application SQL database can be located on a remote server. Click Add. • In the Installation Type window.500 . you must install the Full-Text Search component. • Use you MS SQL Server installation media to run SQL setup wizard. Right-click on NT AUTHORITY\SYSTEM and select Properties. • Open SQL Server Management Studio and connect to your database.aspx#BKMK_add 1. and features on Windows Server 2012 and 2012 R2.1. On the server. select Server Roles.5 Configure Server Roles Use these steps to configure the required Server Roles. review the information and click Next. In the server roles list. 2014 or 2016.Epicor ERP 10. Click OK.com/en-us/library/cc732263. If you configured your Enterprise Search Database connectivity with Windows Authentication. open Server Manager. verify that sysadmin is selected.aspx For more information on roles and features on Windows Server 2008. Your dialog may look similar to the following: 2.500 17 . select Add Roles and Features. For more information on roles. including both the Application Server and Web Server. and you use SQL Server 2012. 2.1. you may be prompted with the error "Assembly binding warning is turned OFF" when you are attempting to add an Epicor application server. If the roles already exist. From the Manage menu. The Add Roles and Features Wizard appears. you can still review the list of role features to verify that your roles are configured properly. use the following link: https://technet. To resolve the error. follow the steps in this section to configure your server roles. • Expand Security > Logins.microsoft.microsoft. New Installation of Epicor 10. • In the Login Properties dialog.500 Installation Guide Getting Started e. In the Before You Begin section. the default System account used by many Windows Services is no longer granted Administration Rights in SQL Server. use the following link: https://tech net. Starting with SQL Server 2012. Note Note that the steps are different based on your operating system.com/en-us/library/hh831809. Note If you do not configure the server roles. you must use the following steps to verify that the account you select for the Service account has the necessary System Admin rights to access to create and manage a new database on your SQL Server instance. role services. • Close SQL Server Management Studio. verify your server is selected in the Server Pool list.1.Getting Started Epicor ERP 10. Click Next. In the Installation Type section. select the following roles and then click Next. In the Server Selection section. Click Next.500 Installation Guide 3. 6. a confirmation window appears. Click Add Features to confirm the installation. 5. keep the default Role-Based or Feature-Based Installation option selected. • Application Server • Web Server (IIS) Note If you selected to install a role. 4. In the Server Roles section.1. Verify that you selected the following Role Services to be installed for the Application Server role and the Web Server role: In the Application Server section: In the Web Server Role (IIS) > Web Server section: • COM+ Network Access • Common HTTP Features: • Distributed Transactions: • Default Document • Incoming Network Transactions • Directory Browsing • Outgoing Network Transactions • HTTP Errors • Static Content • TCP Port Sharing • HTTP Redirection (If you are installing Epicor Social • Web Server (IIS) Support and its features Enterprise) • Windows Process Activation Service Support: • Health and Diagnostics: • HTTP Activation (not required for Windows Server 2008) • HTTP Logging • Message Queuing Activation • Tracing • Named Pipes Activation • Request Monitor (If you are installing ESE) 18 New Installation of Epicor 10.500 . 10.500 Installation Guide Getting Started In the Application Server section: In the Web Server Role (IIS) > Web Server section: • TCP Activation • Performance: • Static Content Compression • Security: • Request Filtering • Windows Authentication • Application Development: • .6 Verify SQL Server Reporting Services (SSRS) Prerequisites Use these steps to verify that you have the required components and features installed and configured properly for using SQL Server Reporting Services (SSRS).com/kb/26 45648.1 • ISAPI Extensions • ISAPI Filters • Server Side Includes (If you are installing ESE) • Management Tools (If you are installing Epicor Mobile Access): • IIS 6 Management Compatibility > IIS 6 Metabase Compatibility 7. The server roles and features are installed. Close the Server Manager. in order to print reports using SSRS. New Installation of Epicor 10.NET 4.1. 2. With Epicor ERP 10. It is a known Microsoft issue that installing the update is required for the rendering of PDF reports to be successful. refer to this Microsoft Support page: http://support. Verify that you are using SQL Server 2008 R2. SQL Server 2014.1 • Windows Search Service (If you are installing Epicor ERP Online Help System). 9. or SQL Server 2016. you use SSRS for reporting functionality. click Install. In the Features section.microsoft.500 19 .Epicor ERP 10. For more information.1. • . 3. confirm installation of the selected services.NET Framework 4. In the Confirmation section.6.NET Extensibility 4. Click Next. select the following options and then click Next. Verify that IIS is installed on the server where Epicor SQL Server Reporting will be installed. 1. 2. you must download and install a Microsoft SQL Server update package from the Microsoft Support site.1. If you are using a SQL Server version prior to SQL Server 2014.6. 8.6. SQL Server 2012. In the Add Roles and Features Wizard.1 • ASP. verify that Report Server Mode is Native. If you are encountering issues with SSRS reports timing out.500 . You can modify the following settings in the file: • The CleanupCycleMinutes setting specifies how many minutes report sessions and report snapshots can exist before they are deleted from the report server database. b. Save the notepad file. To do this: a. Note that you will need to enter this URL later when you are adding an Epicor Application Server and configuring SSRS on the SSRS Configuration > SSRS Base URL field. Note For more information on installing Reporting Services Native Mode Report Server.6.Getting Started Epicor ERP 10.NET Framework 4. select Report Manager URL.500 Installation Guide 4. • The DatabaseQueryTimeout setting defines how many seconds can pass before a connection to the report server database times out. 6. The RsReportServer. In the Report Manager Site Identification section that displays.1. On the left navigation pane.aspx d.config file. Navigate to Start > All Programs > Microsoft SQL Server 20xx > Configurator Tools > Reporting Services Configuration Manager. You may want to increase this value. f. In Current Report Server information displayed. Verify your Reporting Services configuration values using the Reporting Services Configuration Manager.microsoft. • Open a text editor. On your server. you can adjust settings in this file to accommodate larger reports.1. Click Connect to connect to the report server/instance.c om/en-us/library/ms143711. 5.1 or later is installed on the server where Epicor SQL Server Reporting will be installed. Click Exit to close the Reporting Services Configuration Manager. Verify that . For example. Your browser should open the SQL Server Reporting Services home page. The following table displays the recommended adjusted timeout values for these settings: Setting Setting Default Adjusted Attribute Timeout Timeout <Add Key="CleanupCycleMinutes"/> Value 180 (Minutes) 1440 (24 Hours) <Add Key="DatabaseQueryTimeout"/> Value 120 (Seconds) 300 (Seconds) 20 New Installation of Epicor 10. e. You can use this link: http://technet. You may need to increase this value to handle larger database queries. your URL may look similar to: http://ServerName:xx/Reports. the Report Manager. because it determines how long an intensive operation can run from SSRS. review the Microsoft SQL Server Documentation Online. navigate to C:\Program Files\Microsoft SQL Server\<Instance>\Reporting Services\ReportServer\ and locate the rsreportserver. such as Notepad. do the following: • In the URLs field. c. and enter the URL exactly as it is displayed in the URLs field.Config file defines the settings used by the Report Server Web Service. click the URL to verify that it is valid. a. and any report processes that run in the background. Verify that Report Server Status is Started. Epicor ERP 10. It is strongly recommended that you set up a separate test environment prior to installing a new Epicor ERP 10. customizations.500 21 .1.1 application or upgrading from an existing Epicor version.1.500 Installation Guide Getting Started 2. By using a separate testing environment. which helps ensure a successful upgrade. Note that while it is possible to install multiple versions of the Epicor application on the same server for testing purposes. You can use this test environment to test the new application or to test your current system files.7 Set Up Test Environment Use this information to set up a test environment and test your system. New Installation of Epicor 10. and Business Process Management (BPM) methods need to be tested and maintained prior to upgrading. Business Activity Queries (BAQs). you will know what changes you have to make to your live system after the upgrade. Custom tools such as personalizations. Important Do not upgrade to Epicor ERP 10. global alerts.1 without first testing the installation in a separate test environment. such as custom tools. it is not recommended. right-click the Logins folder and select New Login. 22 New Installation of Epicor 10. it is recommended that Windows Authentication is used with a dedicated domain user account in the Application Pool Username and that dedicated account has DBO permissions to the Epicor transactional and Reporting databases. If possible. Note Do not reference mapped drive letters in these instructions. Use SQL Server Management Studio to connect to the SQL Server instance where you will be installing the Epicor ERP database. You must install the application on the server before you install the client on any workstations. For example. within SQL you will need to grant the user account specified in the Application Pool Username field during creation of the Application Server (on the Application Server Settings tab of the Application Server . Note After you have added your Epicor database. Note that both methods allow access to the Epicor ERP database using a single SQL Server login account.Create Site dialog) at least Datareader and Datawriter permissions to the Reporting database. Under the Security folder. refer to the "Authentication Options" information in the Epicor Architecture Guide. either SQL Server Authentication or Windows Authentication. you will use the "Configure Epicor ERP SQL Server Login Account" steps to configure security options for the SQL Server login account that you create.1.1. Note If you choose SQL Server Authentication.Installation and Configuration Epicor ERP 10.500 . Only use physical drive letters or UNC paths. Chapter 3: Install the Epicor ERP 10. 3.1 Application Use this chapter to install your Epicor ERP 10. 1. you must determine how you access the Epicor ERP SQL Server database. If you use mapped drive letters. Prior to installing Epicor ERP. If you need additional information to make your decision. Determine your authentication method for accessing the Epicor SQL Server database. 2. Note The installation process creates the application directory on your server. these instructions use C:\ drive but you can use any physical drive of your choice.1 application.1 Prepare SQL Server Login Account Use these steps to setup the SQL Server login account. the server installation will not work. so you only need to install once. either using SQL Server Authentication or Windows Authentication. 3.500 Installation Guide Part II: Installation and Configuration This part of the guide explains how to install and configure your Epicor ERP 10 application. Click OK. New Installation of Epicor 10. Click OK to close the dialog.zip. select to Save the file to your local. click Search to select the Windows domain account to use for Epicor ERP access. Based on whether you decided to use SQL Server Authentication or Windows Authentication. To perform these steps. log on to EPICweb Customer portal website. 6. The Epicor ERP version 10. do one of the following: • Windows Server 2012 or 2012 R2. 4. Note that as of Epicor ERP 10. the release file is delivered as a compressed ZIP file that contains an ISO image file that must be mounted to open it. Click OK. do one of the following: • SQL Server Authentication.500 Installation Guide Installation and Configuration 4. Right-click on the extracted RL10. 2. enter an appropriate login name. Run the file and follow the install instructions. Enter a Password and confirm the password. On the server where you intend to install Epicor ERP 10.2 Install Epicor ERP 10. contact your Customer Account Manager. For verification purposes. Locate your Epicor ERP version 10. In the Download section.xxx.1. For Login Name. extension applications.1.1 server framework.com/en/download.xxx.slysoft. For Login Name. The Epicor ERP 10. For example RL10. Download and install virtual DVD drive software that will be used to mount the ISO file. Based on your operating system.1.Epicor ERP 10. To access the download. If desired.1. For example. 1. 5. • Windows Authentication. demonstration database. 3.1 program features that you want installed to the server.html. Use one of the following methods to access the release: • EPICweb Downloads. Locate your Epicor ERP 10. If prompted for a password. Extract the file. During the installation you are prompted to select the Epicor ERP 10. Insert the DVD into your drive. It is available as a download from EPICweb or as a DVD.iso file and select Mount or Mount (Virtual CloneDrive). When prompted. You can use this link: https://epicweb.1 file from EPICweb Downloads. enter the password provided by the Epicor Product Group.1 release.com/products/epicor-erp/downloads. Keep Windows authentication selected. Locate the release file related to this installation. Download the file to your local machine. you must be logged in as a user with Administrator rights. you can download and install Virtual CloneDrive (Freeware) from SlySoft from this link: http://www.1 installer is now available as an EXE file located in a virtual DVD drive. • DVD. For more information on the Release Approval process. create a Windows account just for Epicor ERP access. 5.1. You do not need to install additional software.1 Server Use these steps to install or upgrade your Epicor ERP 10. you will be prompted to re-enter your EPICweb credentials when you attempt to download the Epicor ERP version 10. and one application server.1.epicor. Navigate to Products > Epicor ERP > Downloads > Epicor ERP > Releases. select Virtual CloneDrive (Freeware). EpicorERP. 3. For example. verify you have at least 25 GB space in order to install the Epicor ERP application. Click OK after you have selected the Windows account. Verify you have virtual DVD drive functionality on your server.1 release is available from EPICweb Downloads if you have completed the Release Approval process. Virtual DVD drive functionality is already included in your operating system.1 DVD. • Windows Server 2008 R2.500 23 . Select SQL Server authentication.x. 9. Your dialog may look similar to the following: Note If you want to install certain components later.Installation and Configuration Epicor ERP 10. Select the program features you want to install. Right-click on the *. you will need to re-run the Epicor installer. After selecting the components to install and specifying the installation location. This verification may take several minutes. click Next. Navigate to the mounted (virtual DVD) drive. The Welcome window appears for installing the Epicor ERP 10. In the Install Epicor ERP 10.1.500 .1 server software. 8. The install wizard verifies that the install executable is compatible with your environment and then prepares for your installation. 24 New Installation of Epicor 10.exe file and select Run as administrator.1.500 Installation Guide 7. The Select Components window appears.1 to field accept the default location of C:\Epicor\ERP10 or click Change to browse and select a different location. Click Next. such as the Application Server and Supplemental (Extension) Installs. 10. keep the Launch the Epicor Administration Console check box selected.1. Your dialog may look similar to the following: 12.x) is available.Epicor ERP 10. After the Epicor ERP 10.1 Reporting Services • Expanding Epicor ERP 10. Enterprise Search.1 Client Installer • Expanding Epicor ERP 10. • If an Update release (10. Social Enterprise. To begin the configuration of Epicor ERP 10. the following installations are processed: • Expanding Epicor ERP 10.500 25 . New Installation of Epicor 10. You will now use the instructions in the following sections to complete the configuration using the Epicor Administration Console. The installation begins. Web Access. do one of the following: • If an Update release (10.1 Administration Console Installer • Expanding Epicor ERP 10.1. The Completing the Epicor Install window appears. The process may take several minutes.1. Information Worker.1 Server is installed. clear the Launch the Epicor Administration Console check box.1 Education Courses • Expanding Epicor ERP 10. and Task Agent) • Installing Administration Console 13. You will need to install the Update release prior to launching the Epicor Administration Console.500 Installation Guide Installation and Configuration 11. Based on the availability of an Update release.1.500. click Next.1. The Install Complete window appears when the installation is complete.500.1 Supplemental (Extension) Installs (Mobile Access.x) is not available. navigate to the folder where you installed your Epicor ERP 10.1 application. For example. You can now unmount the DVD drive. If you want to verify that your installation completed successfully. in the left tree view. do one of the following based on your operating system: • Windows Server 2012 or 2012 R2. Your Epicor ERP 10.Installation and Configuration Epicor ERP 10. 26 New Installation of Epicor 10. To do this.500 Installation Guide Your dialog may look similar to the following: 14. Your folder structure may look similar to the following: 16.500 .1 server framework is installed.1. 15.1. the default is C:\Epicor\ERP10 followed by the release version as a subfolder. Click Finish. Right-click on the DVD drive and select Eject. x. Your Epicor ERP 10.x Latest Update Use these steps to install the latest Epicor ERP 10..500 Installation Guide Installation and Configuration • Windows Server 2008 R2. 2. To do this: • Verify the Epicor Administration Console is closed.) > Unmount. Go to the directory where you downloaded the file. 3.zip. 5. 4. Extract the file.1 installation. Navigate to Products > Epicor ERP > Downloads > Epicor ERP > Version 10. The Welcome window appears for installing the Epicor ERP 10. Keep the Launch the Epicor Administration Console check box selected to launch the console. 1. You will now use the instructions in the following sections to complete the configuration using the Epicor Administration Console. The Completing Epicor ERP 10 Update dialog appears.1.com/products/epicor-erp/downloads.500 27 .1 Update. The process may take a period of time. • Verify all users are logged off the Epicor ERP application.500. 3.500. Click Finish.x.1 application.1 Update Complete window appears when the installation is complete.. The install wizard verifies that the install executable is compatible with your environment and then prepares for your installation.1. This verification may take several minutes.x.1.1.1. Updates are identified by the sequential number added to the end of the release number. click Next. • Verify you have at least free 20 GB disk space available.1. • Verify that there are no active Epicor Administration Console sessions on the server. 8. Download the file to your local machine. for example 10.1.xxx.xxx.500. 7.1 update. if an update is available. Locate the latest release file related to this installation. Click Next. Verify your environment is ready to start the installation. The Select Components window appears. The install begins and status bars display the processing. Log on to EPICweb Customer portal website to locate the latest Epicor ERP 10. Click Next. The Epicor ERP 10. Right-click on the extracted UD10.Epicor ERP 10.3 Install Epicor ERP 10. Right-click on the DVD drive and select VCD (. To begin the install of the update. New Installation of Epicor 10.1 update is installed. For example UD10.epi cor.exe file and select Run as administrator.1 Update to your Epicor ERP 10. Review the list of components that were installed with your base Epicor ERP 10. You can use this link: https://epicweb. 6. Your dialog may look similar to the following: 3. On the server where your Epicor application is installed. open the Epicor Administration Console. Note that your Epicor Database Server must be added prior to adding a new Epicor database.500 Installation Guide Chapter 4: Configure Epicor Database Use this chapter to add an Epicor Database Server and Epicor database (new or demonstration) using the Epicor Administration Console.1 Add Epicor Database Server Use these steps to add an Epicor Database Server. select the Database Server Management node.Installation and Configuration Epicor ERP 10. Right-click on the Database Server Management node and select Add Epicor Database Server.500 . if it is not already opened. 2. In the left-hand Tree View. Your dialog may look similar to the following: 28 New Installation of Epicor 10.1. On the server where your Epicor application is installed. 1.1. 4. navigate to Start > All Programs > Epicor Software > Epicor Administrative Tools > Epicor Administration Console. The Epicor Database Server must be added prior to adding an Epicor database. Epicor ERP 10.1.500 Installation Guide Installation and Configuration 4. In the Server\Instance field, enter the SQL Server name and the SQL Instance ID. For example, enter your local server or the network server to which you will be connecting. 5. Select the Authentication mode to connect to the SQL Server. For example, select Windows Authentication or SQL Authentication. If you select SQL Authentication you must also enter your SQL User ID and Password. Note The SQL User ID and Password you specify will be passed to the configuration when you add a new Epicor database. 6. Click the Verify Server button to verify that your server name and connection details are valid. Click OK to the message. Click OK again. 7. After the server is added, the server/instance is displayed as a node under Database Server Management in the Tree View. Your dialog may look similar to the following: After the Epicor Database Server is added, you are now ready to add your Epicor database. For example, you can add a new database (for production) or add the demo database (for training). 4.2 Add Epicor Database Use these steps to add an Epicor database (new or demonstration) using the Epicor Administration Console. When this database is created it is empty and scripts are run to populate it with initial data, including tables and fields for menus, security and reports. 1. Prior to adding a database, verify that the Full-Text Search feature is installed on your SQL Server instance. Full-Text Search is required in order to create databases using the Epicor ERP 10.1 application. Refer to the previous steps in the Getting Started > Verify Prerequisites > Verify SQL Server Install and Features section. 2. Open your Epicor Administration Console, if it is not already open. On the server where your Epicor application is installed, navigate to Start > All Programs > Epicor Software > Epicor Administrative Tools > Epicor Administration Console. 3. Expand Database Server Management. Right-click on your Server/Instance and select one of the options to add an Epicor database: • Add New Database - Use this option to launch the Database Migration tool to add a new database. The new database contains seed data only. New Installation of Epicor 10.1.500 29 Installation and Configuration Epicor ERP 10.1.500 Installation Guide • Add Demo Database - Use this option to launch the Database Migration tool to add a new Demonstration Database which is used for educational purposes along with the Epicor Education Module. 4. For either a New or Demo database, the Add New Database dialog opens. Your dialog may look similar to the following: Enter the following: a. Enter a Name for your database. Note Your database name cannot include a space. After the database is created you cannot change the database name. If the database name already exists on the server, you will be prompted to confirm the name when the database creation process starts. b. Enter the Deployment Server path to specify the deployment share location. This path is used by the Epicor Administration Console to verify that it has the required components to service the database. These components can then be downloaded from this location. • If you are on the deployment server, enter a fully qualified path such as C:\Epicor\ERP10\ERP10.1.xxx. c. Click OK. 30 New Installation of Epicor 10.1.500 Epicor ERP 10.1.500 Installation Guide Installation and Configuration 5. The Create Database on Server dialog displays. If the database creation process does not start by default, click the Start button. A status bar displays the creation process. This may take a few minutes. Your dialog may look similar to the following: 6. If you selected Add New Database, the database is ready to be created using the default values. If you want to change the default values and configure the database properties before it is created, on the Create Database on Server dialog, from the Action menu , select Configuration. The Configuration dialog opens. Your dialog may look similar to the following: 7. If you want to use your default configuration settings, select the Use Existing Database check box. The MDF and LDF sections become read-only. 8. For the Target database, verify the Master Database File (MDF) Information. Note that for more information on MDF settings, refer to your Microsoft SQL Server user guides and online help. a. In the MDF Location field, verify the default path to the master database file. b. Review the Initial MDF File Size in GB value. Epicor recommends to set this value close to the size of the future master database file. c. Keep the Autogrowth check box selected if you want the file to increase automatically when new data is added. In the Autogrowth settings section, use the MDF File Growth fields to specify the file growth rate. Select the Restricted File Size Growth option and set the maximum size for the MDF file if you want to limit this value, or keep the Unrestricted File Size Growth option selected. If you use MDF New Installation of Epicor 10.1.500 31 a red X is displayed. b. the MDF file should be regularly monitored and managed by a database administrator. verify the path to the log database file. 10. Back on the Create Database on Server dialog.500 . 9. For the Target database. the LDF file should be regularly monitored and managed by a database administrator. Click OK to the validation message.1. verify the Log Database File (LDF) Information. Use the LDF File Growth fields to specify the file growth rate. After the database is created a green check mark is 32 New Installation of Epicor 10.Installation and Configuration Epicor ERP 10. Your dialog may look similar to the following: Note If the database name already exists. click the Show Less button. The processing begins. click the Show More button. Specify the Initial LDF File Size in GB value.1. you are prompted with a message to enter a password to confirm that the existing database should be deleted in order for the new database to be created. Note that if a task is not successful. Select the Restricted File Size Growth option and set the maximum size for the LDF file if you want to limit this value. If you use LDF autogrowth and do not restrict the file size. Enter the password specified in the message and click OK to confirm.500 Installation Guide autogrowth and do not restrict the file size. Click Test Connection to verify. Note that for more information on LDF settings. In the LDF Location field. 13. progress is displayed using green check marks next to the task. If you want to hide the processing messages. Define Autogrowth settings. This may take a bit of time. Epicor recommends to set this value close to the size of the future log database file. Click OK to save the configuration values. During the creation of the database. c. The Configuration dialog closes. 12. If you want to view the processing messages. click Start. 11. refer to your Microsoft SQL Server user guides and online help. Keep the Autogrowth check box selected if you want the file to increase automatically when new data is added. a. or keep the Unrestricted File Size Growth option selected. New Installation of Epicor 10.500 Installation Guide Installation and Configuration displayed next to each task.1. Your dialog may look similar to the following: 14.1. After completion. Your dialog may look similar to the following: 15.500 33 . Review the information. Click Close to close the log file. Verify that your new database displays under your Server in the tree node. click the Show Log button to display the DB Migration log. 17. Your dialog may look similar to the following: Your new database has been successfully added. Click Close to close the Create Database on Server dialog. Verify that your tasks have all completed.Epicor ERP 10. 16. In the left pane. this backup database can be restored to the named demonstration database.3 Configure Epicor ERP SQL Server Login Account Use these steps to allow the Epicor ERP SQL Server login account to access the Epicor ERP database. Refer to the Appendices > Troubleshooting > Restore Demonstration Database section for more information.1. you can change the security settings for this SQL Login account.500 Installation Guide 18. 4. 2. in addition to public (which is selected).500 . In the database role memberships list. 7. If you selected the option to Add Demo Database for educational use with the Epicor Education Module. it is recommended that you create a back-up of this demonstration database. 4. 3. Click OK.1. click User Mapping. verify that both db_reader and db_writer access are granted. For example. For example. Use SQL Server Management Studio to connect to the SQL Server instance that now hosts the Epicor ERP database. 34 New Installation of Epicor 10. 1. Double-click the SQL Server login you previously created to access the Epicor ERP database. EpicorERP. When you need to refresh (restore) the demonstration database. you will select the SQL Server login account that you created in a previous section called "Install the Epicor ERP 10 Application > Prepare SQL Server Login Account". create a backup and name it DEMO_ERP10. In the Map column. 5. Note that if the db_owner access is removed. select the db_owner check box. 6. select the check box next to the EpicorERP database. if you do not want the login user to have db_owner access. For example. Navigate to Security > Logins. Important After the install is complete.Installation and Configuration Epicor ERP 10. During these steps. you can remove the ability by clearing (unselecting) that check box in the list of database role memberships. 5. review the "Authentication Options" information. Locate the Epicor ERP 10 Architecture Guide.1.1 Generate Self-Signed SSL Security Certificate (If Using UserNameSSLChannel and HttpBinaryUsernameSslChannel) Use these steps to generate a Self-Signed SSL security certificate. c.500 Installation Guide Installation and Configuration Chapter 5: Configure Epicor Server and Application Server Use this chapter to add an Epicor Server and Epicor Application Server using the Epicor Administration Console. if needed. 1. 2.1. b.500 35 . Select your server name. It is located on the EPICweb Customer portal under Products > Epicor ERP version 10 > Documentation. In the Technology Strategies section. if you have determined that you are going to use the UserNameSSLChannel or HttpBinaryUsernameSslChannel endpoint binding. click Create Self-Signed Certificate.Epicor ERP 10. Navigate to Start > Administrative Tools > Internet Information Services (IIS) Manager. You can use these steps as an example of how to generate a self-signed SSL Security Certificate. Options include: • UsernameWindowsChannel • UsernameSSLChannel • Windows • HttpBinaryUsernameSslChannel • HttpsBinaryUsernameChannel • HttpsBinaryWindowsChannel • HttpsOffloadbinaryUserNameChannel 3. The Epicor Application Server secures communication and authenticates users using different endpoint binding methods.1. Review the Epicor ERP 10 Architecture Guide for information on using authentication options and security certificates. Determine your authentication option based on your company's best practice method for security. Double-click the Server Certificates icon in the IIS section of the middle pane.1 Determine Authentication Option (Endpoint Binding) Use these steps to determine the authentication option (endpoint binding) you will select when you are adding your Epicor Application Server. In the Actions menu. Note that you must complete these steps prior to adding an Epicor Application Server. Note If you select to use the UserNameSSLChannel and HttpBinaryUsernameSslChannel endpoint binding. you must use the steps in the next section to generate an SSL security certificate. If you have determined that you are going to use the UserNameSSLChannel or HttpBinaryUsernameSslChannel endpoint binding. New Installation of Epicor 10. 5. you will need a SSL security certificate. 1. Create a Self-Signed SSL Security Certificate: a. f. The certificate displays in the Server Certificates list. In IIS Manager tree view. In the MachineKeys folder. Click OK. 5. In the Site Bindings dialog. d.500 Installation Guide d. d. Click Everyone in the Group or user names list. g. Navigate to the MachineKeys folder.2 Add Epicor Server Use these steps to add your Epicor Server using the Epicor Administration Console. In the Enter the object names to select field. Select Personal certificate store from the drop-down list and click OK. e. click Add. In the Permissions for <file name> window. In the Permissions for Everyone pane.Installation and Configuration Epicor ERP 10. In the Properties window.1. Modify the certificate security properties: a. b. c. You must add the Epicor Server prior to adding the Epicor Application Server. 2. Set Type value to HTTPS. Click OK. select the Allow check box against the Full control permission. for example. By default the path is C:\ProgramData\Microsoft\Crypto\RSA\MachineKeys. enter the fully qualified domain name. Click the Select button next to the SSL certificate field and select the certificate you have just created. 36 New Installation of Epicor 10. Add the HTTPS protocol to the Self-Signed SSL Security Certificate: a. expand the Sites node and select Default Web Site. click the Add button. e. 3.1. On the server where your Epicor application is installed. click Bindings. c.500 . Click the Edit button. Click OK in the Properties window and exit the MachineKeys folder. f. Enter a name for the new certificate. click the Security tab. In the Actions pane. Click OK in the Add Site Binding window. Click OK. 1. open the Epicor Administration Console. The Port value defaults to 443. enter Everyone. right-click the file with the latest Date modified and select Properties. b. expand the Server Management node. 5. Click OK.1 application for the first time. you must add your Epicor Server. Note Use these steps if you are installing your Epicor ERP 10. 1.1. Your dialog may look similar to the following: 3.Epicor ERP 10. In the left-hand Tree View.400 you use the "Upgrade Epicor Application Server" steps instead.0 (600 or 700). Right-click and select Add Epicor Server.500 37 . Verify that the Epicor server that will host the new application server is listed. You can now add an Epicor Application Server to this Epicor Server.500 Installation Guide Installation and Configuration 2.0) Use these steps to add your Epicor Application Server using the Epicor Administration Console. Verify that your Epicor Server is added under the Server Management node. The server Name defaults for you using its fully qualified domain name.1. Note that prior to adding an Epicor Application Server. A message displays that it is successful. Click Ping Server to verify the server name. If you are upgrading from a previous installation of Epicor ERP 10. In the Epicor Administration Console tree view. select the Server Management node.1.3 Add Epicor Application Server (New or Upgrading from 10. 4. or you are upgrading from a previous installation of Epicor ERP 10. Your dialog may look similar to the following: New Installation of Epicor 10. 1. You must be a member of the Administrators group on the server specified. and Display Name on the Admin Console Settings tab.Create Site dialog opens.500.) button to find and select it. 38 New Installation of Epicor 10.500 .0. For example: \\EpicorServer\Epicor\ERP10\ERP10. Review or enter the Application Name to identify the name that Internet Information Services (IIS) uses to create the application. For example. Your dialog may look similar to the following: 3. The Application Server .tcp://<servername>/ERP101500. You can directly enter the name or click the Browse (.500 Installation Guide 2.. select the version of the application server you want to add and click OK. Review or enter the Deployment Directory that contains the Epicor server installation. This feature prevents a site that already exists from being overwritten by the name change. This value is also added to the URL address which the client installation uses to connect to the application server.. On the Application Server Settings tab. b. Note Several fields default based on the Application Name: Web Site Directory and Application Pool Name on this same tab. define the following: a.1. Right-click on the Epicor server and select Add Application Server. the name ERP101500 means the application server URL will be net.Installation and Configuration Epicor ERP 10.1. If prompted to select a Snap-In Version. 500. Leverage this method for application servers that handle smart client installations when users reside in different domains. The application server is installed in this location.This NET. e.This HTTPS binding authenticates transactions using an Epicor Username and Password. Use this method for application servers that handle smart client installations when users reside in different domains.) button to open the Windows Security list. Enter the Domain Name System (DNS) identity of the server. Options include: • UsernameWindowsChannel .x. HTTPS encrypts the data transfer. verify that all users have logged out of the system and then click Yes to continue. the selected method verifies the communications are encrypted and checks whether the user can access the Epicor application.500 Installation Guide Installation and Configuration c. it uses this identity value to validate the server. d. Select your certificate.1. select 10. users from these different domains can log into the Epicor ERP application.. Enter the Domain Name System (DNS) identity of the server. For example: C:\Inetpub\wwwroot\EpicorERP101500. Instead of the transport.x) section. When you select this option. for example 10. Windows checks for existing Epicor user accounts to authenticate logins. By using an SSL certificate.. When a user logs into the application. Use the drop-down menu to select your Endpoint Binding to define how this application server checks for authentication certificates through Internet Information Services (IIS). the application server updates the Epicor ERP 10. The data transfers between the client and server using Hypertext Transfer Protocol (HTTP).1.1 application to the selected version.500. you would have installed it using the previous steps in the Install Epicor ERP 10 Update (10. Click the Browse (.1. New Installation of Epicor 10. select Base. Click OK • DNS Endpoint Identity.500.1. • Windows . Because this binding does not use Hypertext Transfer Protocol Secure (HTTPS). Click OK • DNS Endpoint Identity. If a release update is not available. • UsernameSSLChannel . If prompted that all users will be disconnected while the system is being updated. • HttpBinaryUsernameSslChannel .. Any user with a Windows Username and Password within this domain can successfully log into the Epicor application. It is recommended that you select that update version to update your Epicor ERP version to the latest version. the message which contains the data transfer is encrypted. The data transfers between the client and server using Hypertext Transfer Protocol Secure (HTTPS). Important If a release update is available. When the system runs X509 SSL Certificate authentication.TCP binding authenticates transactions using a Secure Sockets Layer (SSL) X509 certificate. When the system runs X509 SSL Certificate authentication. users from these different domains can log into the Epicor application. If available. Note that when you click OK. use the Deployment Version drop-down to select your update version from the list of updates that are available on your server. it uses this identity value to validate the server. For example. • HttpsBinaryUsernameChannel . The Web Site Directory identifies the server machine that will contain the application server.TCP binding authenticates transactions through an Epicor Username and Password.1. the following fields become available: • SSL Certificate Subject Name. it is recommended that you select the update release. Click the Browse (. By using an SSL certificate.TCP binding authenticates transactions using a Windows Username and Password. the following fields become available: • SSL Certificate Subject Name.) button to open the Windows Security list. Verify that the path includes the Application Name that you just entered. When you select this option.500 39 .Epicor ERP 10..This NET. it tends to be slower than bindings which use HTTPS.This NET.This HTTP binding protocol authenticates using a Secure Sockets Layer (SSL) X509 certificate. If a release update is available. Select your certificate.x. • HttpsOffloadbinaryUserNameChannel . use the fields to update your Epicor ERP 10. When you install the first application server.dll files are included in the Epicor application. Select the directory of the Shared Assembly Location. If you have custom programs to incorporate with the Epicor application. This directory contains the primary installation for the Epicor application. You can then modify these custom programs to work with the new version. you should always place custom programs in this separate Custom Directory.1. the application server checks each of the following folders (in sequential order) to determine what version to install: • Base Directory.This HTTPS binding authenticates transactions using a Windows Username and Password. Select the Shared Assembly Location check box if you have a network load balanced (NLB) environment. c. When you finish creating or modifying the application server and click OK. Any user with a Windows Username and Password within this domain can successfully log into the Epicor application. The data transfers between the client and server using Hypertext Transfer Protocol Secure (HTTPS).This HTTPS protocol binding is a configuration that offloads encryption handling to an intermediary Application Request Router such as an F5. You can select this method for application servers that handle smart client installations and Epicor Web Access (EWA) installations where users access the application through the same domain.1 application to an updated version. b. • Custom Directory. Then the next time the application version is updated. Note that you can move the Assemblies folder to some other disk location.dll files. Note As a best practice. The update process always starts with this base version. 40 New Installation of Epicor 10.500 . Note that if your appservers will be on separate machines you must select a network shared location.1.config file for the first application server so it points to this new location. The data transfers between the client and server using Hypertext Transfer Protocol Secure (HTTPS). the application next updates the Epicor application to use this update. the Epicor application applies these customizations over the base version. However if you move this folder. Shared Assembly Location.If an update version is available.500 Installation Guide • HttpsBinaryWindowsChannel . The application lastly checks if customizations are available. After you click OK on this window. Custom Directory. browse and select the Custom Directory that contains these custom . Fields include: a. When you add more application servers. you may have the Epicor ERP application installed on multiple servers. you select this check box and then enter or select this Shared Assembly Location in the next field. you must manually update the web. Select the Enable RESTful Services Preview check box to activate the Representational State Transfer (REST) services with the Epicor application. 4. these custom programs are not overwritten. For example. activate this check box. these custom . The binding authenticates using an Epicor Username and Password token.Installation and Configuration Epicor ERP 10. If your server environment is set up this way. You then must have a central directory that contains all the server assemblies and Business Process Management (BPM) folders. This directory can be a network shared location or a local file path. If custom programs are in this directory. Shared Directory. the install process creates a Server/Assemblies folder. You typically select this check box when you add your second and subsequent application servers. In the Server Information group box. • Updates Directory . This protocol is configured to move encryption handling to an intermediary Application Request Router like F5 or a similar router. You then create a Windows share for this folder. d. For example. you can integrate third party or custom applications with Epicor by leveraging the REST services. you may receive a message that your data entry is not complete on the other tabs. This is the default user account available through Internet Information Services (IIS). The new application server will be placed in an application pool. this documentation is located under the System Management > Working With node. This is the default user account available through the Windows operating system. You cannot change this value. • Application Pool Password Enter the password associated with the user account for this application pool. • If you do not use an SSRS server.1. the application pool uses a default user account. REST is not yet supported by Epicor and features/functions may change in the official release. This default account depends on whether you use an SSRS server: • If you use an SSRS server. During this preview period. you can link a BAQ REST Service with Microsoft Excel to display real time views of your Epicor data. You can then use Excel features to further review and evaluate your data. Do not click Deploy yet. The Application Pool Name uses the value you entered in the Application Name field. If you click Deploy. For example. it activates the REST nodes available within the web. Use Custom Account. you can then integrate third party applications through REST services. This value defines the name of the application pool associated with the new application server.1. Tip For more information on how REST integrates with the Epicor application.Epicor ERP 10. MyDomain\UserName. If you select to use a custom account.500 41 . b. Note If you do not select this check box. After you Deploy the application server. the connection uses the ApplicationPoolIdentity account. you must also enter the following: • Application Pool Username. Enter the domain and the user account. New Installation of Epicor 10.500 Installation Guide Installation and Configuration Currently this feature is available as a technical preview in your test environment. review the REST Implementation section in the application help.config file. From the Table of Contents pane. When you create or update an application server and select this option. set the following fields: a. You must complete the other tabs before submitting the information. In the Application Pool group box. An application pool defines a group of related URLs that use the same process or set of processes. 5. Select this check box when you need to enter a specific user account for the Internet Information Services (IIS) application pool this application server uses. the connection uses the LocalSystem account. 500 Installation Guide 6. the User and Password default to your current login values. enter the User and Password you use to log into SQL Server. • If you select Windows Authentication. Your dialog may look similar to the following: Define database connection settings: a.500 . Select the Database Connection tab.1. If you click Deploy. c. Do not click Deploy yet. b. From the Database Name drop-down list.Installation and Configuration Epicor ERP 10. d. All the databases available under the selected database server display on this list. To verify the application server can connect with this database. select the name of the SQL database you want to link to this application server. you may receive a message that your data entry is not complete on the other tabs. For the Server Name enter the name of your database server that contains the database that you will use with the current application server.1. You must complete the other tabs before submitting the information. Click the Authentication drop-down list and select either the Windows Authentication or SQL Server Authentication option. • If you select SQL Server Authentication. 42 New Installation of Epicor 10. click Test Connection and click OK in the confirmation message. Review or enter the Display Name to identify the application server in the administration console. Enter your Epicor User Name and Password. New Installation of Epicor 10. • For the Demo database. This indicates whether the client application and WCF service need to validate their connection through a certificate. Select or clear the Validate WCF Certificate check box.1. For DNS Identity value.509 certificates.1.Epicor ERP 10. b. The default value is 300 seconds. The name helps you identify the purpose for the application server. When authenticating using message-level or transport-level Secure Sockets Layer (SSL) with X. enter manager / manager. There are two scenarios where you need to enter a value in this field: • UsernameSSLChannel Selected in Endpoint Binding.500 43 . enter epicor / epicor. If this check box is selected. The credentials differ based on the database (new or Demo) to which you are adding an application server: • For a new database. c. a certificate is required for the client installation to communicate with the WCF service. This value determines the wait time until an incomplete operation is stopped by the application server. WCF ensures that the certificate provided during the SSL handshake contains a DNS or Common Name (CN) attribute equal to the value specified in this field. Enter the Operation timeout value you want for the application server.500 Installation Guide Installation and Configuration 7. Your dialog may look similar to the following: Define Admin Console settings: a. Note The password is stored in an encrypted format. Navigate to the Admin Console Settings tab. d. enter the expected DNS server name. You must enter a valid Epicor User and Password for the user account who has access to the Epicor application directories. e. This drop-down list contains the web access values defined in the company configuration data for EWA (set within the client). When you expand the Users node. you then launch the EWA version of User Account Security Maintenance. Navigate to the Reporting Services tab. If you activate this feature. Do not click Deploy yet. you can launch User Account Security Maintenance from within the console. Select one of the following options: • Do not allow access to user details .If you select this option.Installation and Configuration Epicor ERP 10.exe file you will use to launch User Account Security Maintenance. When the service authenticates using message-level or transport-level SSL with a Windows credential for authentication.) button to find and select the Epicor. If you plan to use SSRS reporting functionality..The default option. indicate how you will connect the Epicor Administration Console to the Epicor application.If you use Epicor Web Access (EWA). • Use Epicor Smart Client . you may receive a message that your data entry is not complete on the other tabs.1. select a user. The Epicor Administration Console then cannot launch User Account Security Maintenance.. Optionally in the Epicor Application Launcher section. and negotiates the credential. If you click Deploy. click the Browse (.500 .1. f. The reporting services configuration fields open and you can then define how this application server interacts with SSRS. then the negotiation passes the service principal name (SPN) so that the DNS name can be checked. 44 New Installation of Epicor 10. Your dialog may look similar to the following: Define your Reporting Services settings: a. User Account Security Maintenance displays with the selected user account. and then select Properties from either the context menu or the Actions pane. select this option and click the drop-down list to define the URL for the web access. • Use Epicor Web Access . verify that the Configure SSRS check box is selected. select this radio button when you do not want to activate this feature. The SPN is in the form host/<dns name>.500 Installation Guide • Windows Selected in Endpoint Binding. You must complete the other tabs before submitting the information. 8. c. e.1. When you install SQL Server. when you finish defining your SSRS options. • If you select Windows Authentication. Optionally. In the SSRS Database Connection group box. For example. Note To find the value you need to enter in this field. expand Server Management > [server]. You can select the Reporting Services tab to define your SSRS settings. causing the application server to reconfigure without the SSRS functions. enter the User and Password you use to log into SQL Server. Click the Authentication drop-down list and select either the Windows Authentication or SQL Server Authentication option. enter the following: a. These reports are placed in the server directory for the version. b. If you leave the field blank. When any SSRS reports are changed as part of an update. b. d. 10. this root folder will be the directory that contains the report server home page file. do not select the Configure SSRS check box. enter the SSRS Root Folder location. This directory defines the root folder location where you will deploy the reports. check your values to make sure they are accurate and then test the connection again. and the reports will deploy to the /Reports sub-folder in this directory. If you are setting up SSRS for the first time. select the Create DB check box to create a database for SSRS.500 Installation Guide Installation and Configuration Important Be sure that once you select this check box. From the tree view. go to the server machine and launch Reporting Services Configuration Manager. 9. If you selected an existing database. select the database you need from the list of options. Note If you are not ready to configure your SSRS functionality now. click the Web Service URL icon. A message should display indicating that this application server is connected to SSRS. you set up this URL and this value is typically http://<localhost>/ReportServer. This server directory is a relative directory created where New Installation of Epicor 10. enter Epicor if you want the reports to deploy to the Epicor/Reports folder. Later when you want to use SSRS reporting functionality. Right-click on your application server and select Application Server Configuration. a new report database is generated using the name you entered in the Report Database Name field. Click the Down Arrow next to this drop-down list. Enter the SSRS Base URL for the SSRS Report Server. This value defines the Uniform Resource Locator (URL) for the server. click the Test Connection button. For example: http://HVW12AS09:80/ReportServer c. If you clear this check box during a future update. you continue to keep it selected during future updates to this application server. enter the following: a. To do this. • If you select SQL Server Authentication. If you receive an error. Select the Import Reports check box to indicate you are ready to deploy your SSRS reports. Copy this value into Notepad or a text editor so you can later paste it into the Application Server window.Epicor ERP 10. these modified reports are automatically included when you deploy this update.1.500 45 . The value you need displays in the Report Server Web Service URLs section. so enter the web site location that contains it. In the Server Name field enter the name of the server where the SSRS database will be located. In the SSRS Deployment group box. In the Report Database Name field select the SQL Server database that will hold the temporary data used by reporting. you can update your application server. the User and Password default to your current login values. it indicates you no longer use SSRS reporting. When you select this option and click OK. 500.zip. 11.1\Server\reports.MSSQLSERVER\Reporting Services\ReportServer • SQL Server 2008 R2.1. be sure this directory is shared. This server directory is a relative directory created where the software is installed. C:\Program Files\Microsoft SQL Server\MSRS10_50. When you later install an update that includes changes to SSRS reports. The Deployment Status window displays a progress bar as it validates deployment data. For example.1. This check box is clear (inactive) by default.500\Server\reports.1.MSSQLSERVER\ReportingServices\<RemoteName>\ReportServer Note If you have multiple SQL Server versions installed.1.500. click Deploy. C:\Program Files\Microsoft SQL Server\MSRS13. For example.1. C:\Program Files\Microsoft SQL Server\MSRS12.500. For example. For the SSRS ReportServer Location.1. 46 New Installation of Epicor 10. enter: \\<RemoteName>\C$\Program Files\Microsoft SQL Server\MSRS10_50. These reports are placed in the server directory for the version.500 .MSSQLSERVER\Reporting Services\ReportServer • SQL Server 2014. You typically just select this check box when you install SSRS on the current application server for the first time.1. Your specific directory path will include the name your system administrator assigned to the SQL Server instance during installation. The current user account must have permissions to write to this remote directory. enter the UNC path to the \\<RemoteName>\ReportServer directory.500\Updates\ERP10. if the install directory is D:\ERPSoftware\ERP10. b. C:\Program Files\Microsoft SQL Server\MSRS11. you can then clear this check box.zip • SQL Server 2016. After the first installation.zip. then the reports install in this location: D:\ERPSoftware\ERP10. and configures the site. this location is similar to the following example directories.Installation and Configuration Epicor ERP 10. select the directory that contains the latest SQL Server SSRS ReportServer installation. these updated report definitions install into the \Updates\[version] directory.500\Server\reports. then the reports install in this location: D:\ERPSoftware\ERP10. Depending on your SQL Server version.500 Installation Guide the software is installed. you can then both access and copy the report files to this folder.1 application.MSSQLSERVER\Reporting Services\ReportServer If the SSRS server is on a separate machine. If this directory path is on a remote machine.MSSQLSERVER\Reporting Services\ReportServer • SQL Server 2012. After completing all the tabs.1. For example: D:\Epicor\ERP10\ERP10. make sure you select the location that matches the version used by the Epicor ERP 10. extracts server and client files. if the install directory is D:\ERPSoftware\ERP10. After the site is configured. a message appears saying the setup is successful. you are prompted with a message to verify that you want to close the Setup Environment without registering your Application Server. Review the progress as the setup tasks are completed and marked with green checkmarks. you will lose your changes. Note If you click Cancel or the X in the upper corner to exit. and your application server will not be registered. If you receive an error message.500 47 . Click Close.1.1. If you click Yes. resolve the issue and restart these steps to add an Epicor Application Server. Your display may look similar to the following: 13.500 Installation Guide Installation and Configuration 12.Epicor ERP 10. Click Close again to save your changes and exit the Setup Environment. If you click No. New Installation of Epicor 10. When setup server environment is complete. you can then click Close which will save your changes and exit the Setup Environment. the Setup Environment dialog appears. 1. You must now stop and restart your Internet Services on each Epicor server that has an application server pointing to the database. All the application servers on that Epicor server are restarted. 15.1. 5. Your display may look similar to the following: You have successfully added your Epicor Application Server. select Stop Application Pool. 48 New Installation of Epicor 10.Installation and Configuration Epicor ERP 10. Click Yes to confirm. Repeat this step on each Epicor server that has an application server pointing to the database.4 Import License File and Enable Modules Use these steps to import your Epicor ERP 10. Click OK when finished. To do this: a. Click the application server. In the Epicor Administration Console. Select Start Application Pool.1 product license file and enable the modules. 1. c. The Epicor Administration Console connects to the application server and the property details are displayed in the center pane.500 . Verify that your new Epicor Application Server is listed under the Server Management node in the Tree View.500 Installation Guide 14. b. Click OK to confirm. These steps should be used for importing license codes for any type of database (production or demonstration). expand your Server Management > [server] > [application server]. From the Action menu. 4. double-click on the licensing code file to open it.1. Note It is recommended that you carefully review the modules that you have selected to enable. Browse to the location where you previously downloaded the license code file. 5. Repeat the above steps. If you enable a new CSF. Select the file and click Open to import the file.500 49 .1. 6. Note It is recommended that you carefully review the CSFs that you enabled. You are now ready to add a company and assign the license file to that company. 8. click the Country Specific Functionality tab. Failure to enable your modules may result in possible data corruption. you must perform additional configuration steps. Click OK. if you enable a new module at this time. Right-click the Licensing node and select Import License File. The Properties dialog opens. Review the Configure Country Specific Functionality steps in the Supplemental Installation section of this guide and also review the specific CSF Functionality Guides for additional instructions.Epicor ERP 10. Select the check box for each country you want enabled. If you use Country Specific Functionality (CSF). In the middle pane. if you are importing license files for multiple databases. Also. Your dialog may look similar to the following: 3.500 Installation Guide Installation and Configuration 2. New Installation of Epicor 10. Select the check box for each module you want enabled. 7. Click OK. Click the Modules tab. you are committing to basic configuration and implementation steps within the application. Exit the Properties dialog. . It is recommended you use your legal entity name.Installation and Configuration Epicor ERP 10.5 Add Company Use these steps to add a company and assign the license file. For the Installation.500 Installation Guide 5. f. d. Enter your Company ID for your company.1.. for the Country Code.1. e. Your option may look similar to the following: 2.) to select your country. c.500 . New customers must create a new company. 50 New Installation of Epicor 10. 1. Enter your Currency Code. Right-click the Companies node on select Add Company.. click the browse button (. Enter a Name for your company. enter the following: a. Price. b. If you use Country Specific Functionality. click the browse button (.) to select your installation license. Specify the Number of Decimals to use for Cost. and General. In the Add New Company dialog.. Click OK to save. 4.500 51 .1. if desired. After the company is created.Epicor ERP 10. 5. Repeat these steps to add additional companies. you can select the Companies node to view your company and properties. It may take a period of time to finish processing. Your new company is created.500 Installation Guide Installation and Configuration Your completed dialog may look similar to the following: 3.1. New Installation of Epicor 10. 1. Log in to your Epicor ERP 10 application as a user with Security Manager rights. select the Allow Session Impersonation check box.1 Set Up System Agent Use these steps to set up System Agent for your Epicor ERP 10.1 application. 1. In the Background Task Permission section. select your company name. Note You only need to set up system agent for your New Epicor Database. enter For Printing. For example. Navigate to System Setup > Security Maintenance > User Account Security Maintenance.1 application. Chapter 6: Log In the First Time Use this chapter to verify and test your Epicor ERP 10 application the first time you log into the application after your installation. enter a user ID you want to use for the system agent.1. 6. From the New menu. Move the items in the List of Available Sites to the List of Authorized Sites using the right arrow button. the system agent is ready for work. In the Description field. Select the Options tab.1.500 Installation Guide Part III: Post-Installation This part of the guide explains the steps you perform after installing or upgrading and configuring the Epicor 10.1 Create System Agent User Account Use these steps to create a system agent user account and configure it with session impersonation rights to run the System Agent and Task Agent. select New User. In the Company field. 4. 5. In the User ID field. From the New menu. right up to logging into the application client. 9. enter a name for the system agent user ID. 6. 6. 3. 7. If you have added the Demo Database. 2. Epicor recommends you to use the print ID for this purpose. select New Company. 8. 52 New Installation of Epicor 10.500 .Post-Installation Epicor ERP 10. Epicor ERP 10.1.500 Installation Guide Post-Installation 10. On the Detail sheet, clear the Account Disabled check box. 11. From the toolbar, click Save. 12. Set up password for the system agent user: a. From the Home screen, navigate to Settings > General Options and select the Change User option. b. On the Log In dialog, enter the system agent User name you created. For example, enter print. c. Enter the same Password as your user ID. d. When the system prompts to change your password, create a new password for your system agent user. You can also keep the old password which is the same as your user ID. Important Keep record of this data. You will need to reference it later. 13. When you finish, log back in as Security Manager. 6.1.2 Create System Agent Use these steps to create a System Agent that together with Task Agent will help to streamline and automate the flow of data throughout your company. 1. Prior to creating the System Agent, you must share the EpicorData folder. During the installation, the EpicorData folder was added to be used as the root directory for any common files created by tasks run by the system agent. The folder needs to be shared. To do this: a. Navigate to the server where you installed Epicor ERP 10.1. b. Right-click on the EpicorData directory and select Properties. c. Select the Sharing tab. Click the Share button. d. On the File Sharing dialog, select the IIS_IUSRS user group. Keep the security Read/Write. Click Share. e. Click Done. Click Close. 2. In your Epicor ERP application, navigate to System Setup > System Maintenance > System Agent. 3. From the New menu, select New Agent. 4. Enter an Agent ID for your system agent. For example, enter SystemAgent. 5. Enter a Description for your system agent. For example, enter System Task Agent. 6. In the System Appserver section, enter your system agent user ID as User Name and its Password. 7. Verify your directory paths are accurate. For example: Directory Description Examples Server Data specifies the root directory for any common files C:\EpicorData created by tasks run by the system agent New Installation of Epicor 10.1.500 53 Post-Installation Epicor ERP 10.1.500 Installation Guide Directory Description Examples Client Data specifies the UNC path to the directory for any \\<servername>\EpicorData common files created by tasks run by the system agent Client Program specifies the UNC path to the server deployment C:\inetpub\wwwroot\<IIS Site directory for the client installation Name>\Server 8. Select the Auto Start check box. 9. Click Save. 10. You must now configure the client program Server directory so that the IIS_IUSRS user has read and write permissions. Note The steps may be different based on your operating system. a. Navigate to the Client Program Directory location on your server. b. Right-click the Server folder and select Properties. c. On the Security tab, click Edit. d. On the Permissions dialog, select the IIS_IUSRS user group. e. In the Permissions for IIS_IUSRS list, select the Allow check box for the Write line. Note The selected group now has the Allow check box selected for Read & Execute, List folder contents, Read, and Write. f. Click OK to apply the changes. Click OK to close the Properties window. 6.2 Install and Configure Task Agent Use these steps to run the Task Agent Service installer and then add a Task Agent. A task agent handles all scheduled tasks within the Epicor application. Important You must use these steps if you are installing a new application of Epicor ERP 10.1 or if you are updating from a release prior to Epicor ERP 10.1.500.7. Note When adding a task agent, you must select the Endpoint Binding for the task agent. This binding must match what you previously defined in the Setup Environment screen when adding the Epicor Application Server. Task agents run against a specific database. To create a task agent, launch the Task Agent Service Configuration for 3.1.xxx program (Where 3.1.xxx is the ICE version installed with the service). Use this program to add task agents that run on either a local machine or a remote machine. Note that you can install multiple versions of the Task Agent Service Configuration on the same application server. Each version of the service has the ICE version number appended at the end of the program title. For example, you can have both Task Agent Service Configuration for 3.0.7.0 and Task Agent Service Configuration for 3.1.500 installed on the same machine. Through this feature, you can have multiple versions of the service running at 54 New Installation of Epicor 10.1.500 Epicor ERP 10.1.500 Installation Guide Post-Installation the same time. In the control panel, each instance of the service displays as a separate icon identified by its version number. 1. In the Epicor Administration Console tree view, navigate to Server Management > [server] > [application server]. Your screen may look similar to the following: 2. Click the Task Agent Configuration button. Click OK to confirm the installation. Note If you have installed an update to the base Epicor ERP 10.1 application, for example, Epicor ERP 10.1.500.x, you must use the updated installer. For example, go to C:\Epicor\[product]\[product version]\Updates\[update version]. 3. On the welcome dialog, click Next. New Installation of Epicor 10.1.500 55 Post-Installation Epicor ERP 10. Click Next. Select whether to create shortcuts for all users of this computer or only for yourself.1. The default path is C:\Program Files (x86)\Epicor Software.500 Installation Guide 4.1.xxx > Task Agent Service Configuration. Click Next. Your dialog may look similar to the following: 5.xxx. enter a Program Group Name.1. Verify that the Task Agent Service Configuration opens automatically. click Next to proceed. click Finish. If it does not open. In the Choose Folder dialog. The Epicor Task Agent Service is installed. 6. 9. In the confirmation window. In the Ready to Install dialog. navigate to Start > All Programs > Epicor Software > Epicor Administration Tools > Task Agent Service Configuration for 3. 7. The default is Task Agent Service 3.500 . In the Program Group Name dialog. 8.1. select the folder where the Task Agent should be installed. 56 New Installation of Epicor 10. If an error occurs. the task agent will try to send the call back to the server. You can locate the AppServer URL in the URL field of the Application Server screen. enter a unique Name for your Task Agent. Your AppServer URL may look similar to the following: net.500 57 . 15. 18. Select the Max Connection Attempts value to define how many times the task agent will attempt to send the call again. the following two check boxes become active: • Validate WCF Certificate. Select the Operation Timeout value to define how long. Your dialog may look similar to the following: 11. In the Add Task Agent dialog. This binding must match what you previously defined in the Setup Environment screen when adding the Epicor Application Server.1. For example. Use the drop-down menu to select the Endpoint Binding for the task agent. it must also have rights to Allow Session Impersonation. Select this check box to specify that the task agent service must verify that the Secure Sockets Layer (SSL) Certificate is valid. 16. Change the value to reflect the capacity of your application server. in seconds.tcp://<app server name>/ERP10 13.1 User ID and User Password that the Task Agent uses to access the Epicor application. 14. If you use a self-signed certificate. 17. Select the Max Concurrent Tasks value to define how many calls the task agent can send to the application server at the same time. from File. ERP101TaskAgent.Epicor ERP 10.500 Installation Guide Post-Installation 10. Enter the Epicor ERP 10. 12. Note that you set up your Task Agent User Id using the steps in the previous section. Enter the AppServer URL to define the URL that connects the task agent to the application server (AppServer). do not select this check box. If you selected UsernameSSLChannel for the Endpoint Binding.1. select New Task Agent. Note In addition to the User ID being a valid user for accessing the Epicor application. To add a task agent service. it takes a server call to generate an error and fail. New Installation of Epicor 10. After your testing is complete. Your Task Agent is now added and enabled. it uses this identity value to validate the server. 2. 19.500 .4 Test System and Repeat Installation Use this section to define you next steps. you are now ready to test the installed Epicor 10. Your dialog may look similar to the following: Note If a task agent already exists for this application server and you attempt to save.3 Verify SQL Search Services for Full-Text Search Use these steps to verify that the Microsoft SQL Search Services are started (running) in order to use full-text search functionality. start the service and change the startup configuration if needed. Confirm that the following Services are set: • SQL Server > Started (or Running) > Automatic • SQL ServerAgent > Started (or Running) > Automatic • SQL Full-Text Filter Daemon Launcher > Started (or Running) > Automatic For any services that are not started (or running).1 application in that environment. A green icon indicates it is active. 20. When all the fields are complete. you must repeat the entire installation in your production environment. After the task agent is removed. 58 New Installation of Epicor 10. you are at one of the following points: • If you completed the Epicor 10. Enter the expected Domain Name System (DNS) identity of the server. To create a new task agent for this database. 1. If the SSL certificate contains a DNS Endpoint Identity with the same value.500 Installation Guide • DNS Endpoint Identity. Click Save. verify that the Enabled check box is selected. When the system runs X509 SSL Certificate authentication. you will receive an error. the server is valid and can be accessed by the task agent.Post-Installation Epicor ERP 10.1. Based on your installation process. you must first delete the existing task agent. To verify that Microsoft SQL Search Service is running on the server. 6.1. established for the purpose of evaluating Contains and FreeText queries. Full-Text Catalogs are separate files of proprietary data structures.1 installation in a test environment. 6. repeat these steps. Microsoft Search Service uses Full-Text Catalogs to perform word searches on specific fields in the database. select Start > Control Panel > Administration Tools > Services. These files are not automatically updated along with the rest of the database. you are now ready to use the installed Epicor 10.1 installation in your production environment. Note that while it is possible to install multiple versions of the Epicor application on the same server for testing purposes. it is not recommended.1.500 59 .1. New Installation of Epicor 10.Epicor ERP 10.500 Installation Guide Post-Installation • If you completed the Epicor 10.1 application in that environment. 5. To deploy (install) the selected features. Enterprise Search. navigate to . click Application Server Configuration. You can click this link to launch your internet browser and display the website. On the server where your Epicor application is installed. consider updating the extension. refer to the online help in the Epicor Administration Console under Epicor Application Server > Publish Extension Installers. Epicor Online Help. On the Apps screen. on the Start screen. select your Server Management > [server] > [application server]. Epicor Social Enterprise.Displays the internet website for the extension. and Epicor SharePoint Publisher. 2. 3.Displays the version number for the extension. Note that Epicor SharePoint Publisher is an extension application but it is installed using a separate executable file instead of through the Epicor Administration Console. You select the extension features to install during the Epicor ERP 10.Post-Installation Epicor ERP 10. • Server . select Epicor Software > Epicor Administration Console. On the server. Note that if you use Single Sign On functionality by specifying either binding type Windows or HttpsBinaryWindowsChannel. • Extension URL . • Version . the installed extensions to a remote machine. To do this you use the Publish Extension Installers feature. or publish. press <Windows> + F to display the Start > All Programs > Epicor Software > Epicor Administrative Tools > Epicor Administration Console Charms bar and select Apps. Epicor Mobile Access. • Installed On . if you have an older version.This icon indicates whether the extension is Not Installed (red) or Installed (Green). use the Epicor Administration Console. you must use the Epicor Administration Console to install the extensions on the same server where the Epicor Application Server is installed. To do this: • Windows Server 2012 / 2012 R2. You can install the Epicor ERP extension applications after you have configured your Epicor ERP application server. 60 New Installation of Epicor 10. Epicor Information Worker. Review the information in these fields: • Status Indicator . Note that you can also move. 1. if it is not already opened. Instead. open the Epicor Administration Console. • Windows Server 2008 R2 On the server. right-click the background and in the lower right corner select all Apps. Notice how the Current Deployment section on each extension application tab contains the details of each extension application installation. For instructions.1.1. Use the following sections to deploy the extension applications. 6. Epicor Education. Click the Extensions tab.Displays the date on which the current extension version was installed. you cannot use the Publish Extensions Installers feature due to a Windows binding limitation.500 . Alternatively. Extension applications include: Epicor Web Access. In the Actions pane.1 Server installation process. 4.500 Installation Guide Chapter 7: Install Epicor ERP Extension Applications Use this chapter to install the Epicor ERP extension applications.Contains the name of the server on which the extension is installed. In the tree view. Use this value to compare against the current version available from Epicor. click the New button. To add an existing extension. Be sure to enter a name that helps you identify each Web Access extension available on this application server. New Installation of Epicor 10. To update an existing extension. To install a new extension. Your display may look similar to the following: 2.1. b. To install a new instance of the Epicor Web Access or upgrade an existing Epicor Web Access instance.1 Install Epicor Web Access Use these steps to install Epicor Web Access for your Epicor ERP application.1. Select the extension you wish to add. You can use the Browse (. In the Web Site.) button. 3. After you select the Web Access extension..500 61 . Enter the Install Path for the extension.. c.. click the Browse (. The default is Default Web Site. click the Existing Deployment drop-down list to select which Epicor Web Access extension you need to review or update. During the installation you specify the location of the Web Forms Package and Web Services Package. 4.Epicor ERP 10. choose one of the following: a.500 Installation Guide Post-Installation 7. Enter the Deployment Name for this Epicor Web Access instance. 1. The default is \inetpub\wwwroot. the fields activate for data entry.. enter your site name. The Application Server Settings program locates existing Web Access extensions.) button to the right to find and select the folder. Select the Web Access tab. If you want to use a custom account. The name can be changed to any name allowed in IIS. Enter a valid User ID and Password that you use to log into your Epicor application. Single Sign-On is used for login. For example. Enter the Virtual Directory name for the Epicor Web Access application. This location is a shared repository that can be accessed by other EWA installations. If the list is empty. If your Epicor Web Access installed successfully. Click the Deploy button. select the Application Pool that will be used by the Epicor Web Access application.500 . 6. in Windows Explorer enter the Epicor Web Access URL. so this window does not display and you need to skip the next step. a virtual directory is created in IIS with a physical path and folder located under the \inetpub\wwwroot folder. refer to the Security chapter in Epicor ERP 10. click the New button to create a new application pool that uses an Integrated pipeline. change this name to identify the name of the server where it is installed. if your AppServer name is ERP101 your virtual directory is named ERP101-EWA. 7. Enable Crystal Reporting: Select this check box only if you use custom Crystal reports.1. Leave it clear if you use SSRS reporting.1 Implementation User Guide. The drop-down list displays only the application pools that are set to use Integrated Pipeline mode. The Report AppServer defaults to the name of the web server. Report AppServer. b. 10. This is an optional field. b. The Deployment Status window displays a progress bar as it validates the deployment process. If Crystal Reports is installed on a different server. Define the Application Pool details: a. In the Application Pool Name field. The default is [AppServerName]-EWA. 62 New Installation of Epicor 10. Note that this sign-in consumes a user license. NLB Report Repository: Specify the NLB (Network Load Balancing) report repository location. select the Use Custom Account check box and enter Application Pool Username and Application Pool Password for the account. Click the Login button (arrow). 9.1. When finished. click Close. Define the Report Settings: a. a window similar to the following displays: Important If your application is configured to use Windows authentication.Post-Installation Epicor ERP 10. c. 8. 11. For more information on Single Sign-On.500 Installation Guide 5. If the default is accepted. For example.aspx where <your server> is the name you specified as your server and <your site name> is the name you specified as your Epicor Web Access Site. To verify that the installation was successful. enter http://<your server>/<your site name>/default. you must complete the configuration steps in the Configure Epicor ERP Extension Applications > Deploy and Configure Epicor Web Access. click the Existing Deployment drop-down list to select which Mobile Access extension you need to review or update. choose one of the following: a.500 63 .ewa. 12.ewa. To install a new extension.500 Installation Guide Post-Installation Note If you want to use a Time and Expense (TE) or Customer Relationship Management (CRM) license. To update an existing extension.aspx?LicenseType=TE • http://<your server>/<your site name>/ice. To install a new instance of the Mobile Access or upgrade an existing Mobile Access instance. 1. users of TE and CRM license types should set up browser Favorites using the appropriate style of URL. Be sure to enter a name that helps you identify each Mobile Access extension available on this application server. 7.1.aspx?LicenseType=CRM During deployment of EWA.2 Install Epicor Mobile Access Use these steps to install Epicor Mobile Access. New Installation of Epicor 10. b.1.shell. click the New button. Prior to using Epicor Web Access. Enter the Deployment Name for this Mobile Access instance.Epicor ERP 10. Select the Mobile Access tab. Your dialog may look similar to the following: 2. go to the login page using the following URLs respectively: • http://<your server>/<your site name>/ice.shell. 5. 4. Enter the Install Path for EMA. Select the extension you wish to add. click Close. click the Browse (. If the list is empty. To add an existing extension. Click the Deploy button. The default is \inetpub\wwwroot. In the Application Pool Name field. The drop-down list displays only the application pools that are set to use Integrated Pipeline mode. The Application Server Settings program locates existing Mobile Access extensions. click the New button to create a new application pool that uses an Integrated pipeline. b. select the Use Custom Account check box and enter Application Pool Username and Application Pool Password for the account. 9. The name can be changed to any name allowed in IIS. 6. the fields activate for data entry.1).) button to search and select the folder. For example.1. The default is [AppServerName]-EMA. Define the Application Pool details: a..1 and later) or Legacy (prior to Epicor 10. For example. After you select the Mobile Access extension. The Deployment Status window displays a progress bar as it validates the deployment process. if your AppServer name is ERP101 your virtual directory is named ERP101-EMA. If you do not have a name you wish to use.. Enter the Virtual Directory name for the Epicor Mobile Access application.1. Prior to using Epicor Mobile Access. If the default is accepted.. Click the Browse (. a virtual directory is created in IIS with a physical path and folder located under the \inetpub\wwwroot folder. Modern (Epicor 10. Enter your site name in the Web Site field. If you want to use a custom account.. Select the Install Version to identify the EMA version you are installing.Post-Installation Epicor ERP 10.500 . select the Application Pool that will be used by the Epicor Mobile Access. When finished. you must complete the configuration steps in the Configure Epicor ERP Extension Applications > Configure Epicor Mobile Access. 8.) button. 64 New Installation of Epicor 10. 7. accept the Default Web Site value.500 Installation Guide c. 3. The fields on the Enterprise Search sheet activate for data entry. After you select the Enterprise Search extension. Enter the Database Name to identify the Enterprise Search database. Keep the default Server Name for the database server that will contain the Enterprise Search database.) button. click the Browse (. Use this sheet to install a new Enterprise Search extension or select an existing extension. enter the User and Password you use to log into SQL Server. • To update the Enterprise Search extension. Select the Enterprise Search tab. • To select an existing Enterprise Search extension.500 65 . click the New button... Select the type of Authentication to use for connection: • If you select Windows Authentication. select the extension you wish to add or update. • To install a new Enterprise Search extension.1. Enter the Database Connection details for Enterprise Search: a.Epicor ERP 10. New Installation of Epicor 10. The Application Server Settings program locates existing Enterprise Search extensions.500 Installation Guide Post-Installation 7.3 Install Epicor Enterprise Search Use these steps to install Epicor Enterprise Search. enter the new values in the fields on this sheet. 1. You can also update the current Enterprise Search extension. the User and Password default to your current login values and these fields are disabled. the fields activate for data entry.1. Your dialog may look similar to the following: 2. 3. c. b. Enter the Deployment Name for this Enterprise Search extension. Be sure to enter a name that helps you identify each Enterprise Search extension available on your system. • If you select SQL Server Authentication. d. 4. a confirmation dialog displays. Click Next. e. When you save.500 Installation Guide d. Prior to using Epicor Enterprise Search.Post-Installation Epicor ERP 10. you must complete the configuration steps in the Configure Epicor ERP Extension Applications > Configure Epicor Enterprise Search. Click Next. update the fields with correct values and click Deploy again. Review proposed search index. Click the Create Search Index button. If your Epicor Application Server is configured to use Windows authentication. Select a Template. click Close. When you select this option and click OK. Click the Browse button and select the Windows user set to run your Application Server. click Test Connection and click OK in the confirmation message. e. c. 6. e. b. a new database generates using the name you entered in the Database Name field. Click OK. • If you receive error messages. Click Finish. • If the application server can connect to the extension. The Enterprise Search extension is now added to your Epicor ERP environment. A green Installed icon displays on the sheet. Click the Deploy button. Click OK. If you are setting up Enterprise Search for the first time. The Search Index Creation wizard opens. If you update the Enterprise Search settings later. Enter a Search Index Name. Open the Epicor Search Indexer service and navigate to the Log On sheet. Click Next. d. In your server navigate to Control Panel > Administrative Tools > Services. this database is validated. an error message displays. To verify the application server can connect with this Enterprise Search database. c.500 .1. 5. you can select this database again or if needed. Select which companies you want to index. Select the This account option. select the Create DB check box. To do this: a. The Deployment Status window displays a progress bar as it validates the deployment process. b. To do this: a. When finished. If the Application Server Setup program cannot find this database in the location you specified. 66 New Installation of Epicor 10.1. You now need to generate a search index of your database. you need to set up the Epicor Search Indexer service to use your Application Server Windows account for logon. create a new database. 7. Select a Company for the index. 1. You may want to give the Windows account and the Epicor ERP user account a name that indicates their purpose. When your Epicor ERP application server is set up to use Windows authentication (Windows endpoint binding is selected in the application server configuration).1. the custom account must be used as the login account for the Epicor CDC Log Reader service and as the application pool account used by the Epicor Social Enterprise web site. Select the Social Enterprise tab.500 67 .Epicor ERP 10. Alternatively.4 Install Epicor Social Enterprise Use these steps to install Epicor Social Enterprise. Important It is suggested you make these adjustments before proceeding with the installation. Your dialog may look similar to the following: New Installation of Epicor 10. for example. In Epicor ERP. See your Windows IIS documentation for instructions.500 Installation Guide Post-Installation 7. When configuring Epicor Social Enterprise later in this procedure. you must also do the following to prepare for using Windows authorization in your Epicor Social Enterprise installation: • Create a Windows domain account that links back to a system User ID with Single Sign-On feature set up and Allow Session Impersonation option selected. EpicorSocial. • Enable windows authentication for the Epicor Social Enterprise website. both the Epicor Social Enterprise configuration utility and IIS Manager can be run post-installation from the server where you have installed Epicor Social Enterprise. 1. The Epicor Social Enterprise website by default does not turn on windows authentication and it must be turned on manually. create a user that maps to that Windows account. 68 New Installation of Epicor 10. The password must be eight or more characters. which includes the embedded education courses. 6. 4. Click the Deploy button. In the CDC Service section. Enter the Server Name.500 Installation Guide 2. Enter User and Password to use for authentication if needed. 5. f. you must select Custom account for Web site. Important If your Epicor ERP application server uses Windows authentication. Enter your User Name and Password which will be used to login to the Social Enterprise application. 3. Enter the Database Connection details for Social Enterprise.1. If you install Epicor Social for the first time. Enter your name for the Social Enterprise site in the Web Site field. c. When finished. Note Verify that the ASP. It is recommended that you keep a record of the data you enter in this field. accept the Default Web Site value. you must complete the configuration steps in the Configure Epicor ERP Extension Applications > Configure Epicor Social Enterprise. 7.500 . b. click Close. 8.5 Install Embedded Education Courses Use these steps to install the Epicor Education Module. The Custom account you need to use is the same account that you specified for CDC service in the previous step and is the account discussed in the introduction to this procedure.Post-Installation Epicor ERP 10. Select the Create DB check box if you need to create a new database. 7. use the Initial Account section to create the initial user of the Social Enterprise system. To do this: Important The account you use to create or access Epicor Social Enterprise database must have system administrator rights. For the Built-in Account you can select Local Service or a Custom account. enter the database that will host Epicor Social details. Select the type of Authentication to use for connection. e. make sure this account is a member of the IIS_IUSRS group on the Web server. In the Database Name field. You will need to reference it later. If you use Custom account.1. Click Test Connection to validate the server name and credentials.NET module of your Windows Internet Information Services (IIS) installation is enabled before you start to install Epicor Education. If you do not have a name you wish to use. a. d. Prior to using Epicor Social Enterprise. select the CDC service account type and specify the account credentials. Click the Browse button to select an existing Deployment Name or click the New button to create a new deployment. The Deployment Status window displays a progress bar as it validates the deployment process. The default is EpicorEducation. The default User ID and Password for the Epicor Education database is epicor / epicor. Define the Application Pool details: New Installation of Epicor 10. Enter the Epicor User Name and Password to use for the connection to application server. If you do not have a name you wish to use.1. 4.500 Installation Guide Post-Installation 1. If the default is accepted. a virtual directory is created in IIS with a physical path and folder located under the \inetpub\wwwroot folder. accept the default or adjust the wait time until an incomplete operation is stopped by the application server.Epicor ERP 10. b. Enter the Virtual Directory name for the Epicor Education. Select the Epicor Education tab. The course web site uses this User ID and Password to login to the Education Application Server to verify licensing information. Your dialog may look similar to the following: 2. 5. 3. Enter your Epicor Education site name in the Web Site field. c.500 69 . Define the Default User for Licensing details: a. If you selected UsernameSSLChannel authentication type for this application server. 6. accept the Default Web Site value.1. For Operation timeout. Click the Browse button to select an existing Deployment Name and click OK or click the New button to create a new deployment. The name can be changed to any name allowed in IIS. you must also select the Validate WCF Certificate check box. Log into your Epicor ERP 10 application. in the Help section. select the Application Pool that will be used by the Epicor Education. 7.500 . If you are installing Epicor Information Worker on a separate server. click Close. you must complete the configuration steps in the Configure Epicor ERP Extension Applications > Configure Epicor Education Module. verify that you have completed the steps from the Getting Started > Verify Prerequisites > Verify Windows Operating System Requirements and Configure Server Roles sections of this guide. 9. When finished. b. Select the Epicor Information Worker tab.500 Installation Guide a. 2.6 Install Epicor Information Worker Use these steps to install Epicor Information Worker. Open System Setup > Company / Site Maintenance > Company Maintenance .1. It can be installed on the Epicor application server or on a separate server. Click the Deploy button.Post-Installation Epicor ERP 10. 8. If you want to use a custom account. enter the Education Courses URL for the site that you just created. Determine where you are installing Epicor Information Worker Server. Click Save to record your settings. The Deployment Status window displays a progress bar as it validates the deployment process. On the General Settings tab. If the list is empty.1. The drop-down list displays only the application pools that are set to use Integrated Pipeline mode. 1. Prior to using the Epicor Education Module. select the Use Custom Account check box and enter Application Pool Username and Application Pool Password for the account. In the Application Pool Name field. Your dialog may look similar to the following: 70 New Installation of Epicor 10. click the New button to create a new application pool that uses an Integrated pipeline. 7. 8. Prior to using Epicor Information Worker. and Virtual Directory. In the Application Pool section. Web Site. Your dialog may look similar to the following: New Installation of Epicor 10.500 71 .1. 7. These values cannot be changed. Note that you can have multiple instances of the Epicor Help extension linked to each application server. 7. Installing your help system gives you access to the form-level application help by pressing F1 or selecting Help > Contents. you must complete the configuration steps in the Configure Epicor ERP Extension Applications > Configure Epicor Information Worker.Epicor ERP 10. Click the Browse button to select an existing Deployment Name and click OK or click the New button to create a new deployment. review the default values.1. Review the E-Mail Subject description. click Close. Select the Epicor Help tab.500 Installation Guide Post-Installation 3. 4. Click the Deploy button.7 Install Epicor Online Help System Use these steps to install the Epicor ERP online help system on your server. 6. Review the following fields that default with values: Install Path. When finished. In the E-Mail Error Settings section. 5. enter a valid E-Mail Address to identify the account from where the e-mail will be sent. The Deployment Status window displays a progress bar as it validates the deployment process. 1. You can also access the field-level help by selecting Help > Field Help. . this program is located within the Epicor ERP application.1. Select the Application Pool Name to use for the Epicor Help. To update an existing extension. If you select an existing application pool. If you wish to use a specific account instead.. Enter the Virtual Directory name for the Epicor Help System. The Full Path field displays the directory where the application help will be installed within the Epicor application directory. Be sure to enter a name that helps you identify the specific Epicor Help release on your system. 7. Select the Web Site where you want to install the Epicor Help. click the Existing Deployment drop-down list to select which application help extension you need to review or update. Enter the Deployment Name for this application help release. Enter the Install Path that indicates the location where the files will be placed when you deploy the application help. It is recommended that you select the Default Web Site. After you deploy the Epicor Help. You can change this value to any name that Internet Information Services (IIS) will accept.500 . The path includes the Install Path that you entered above and the \Epicor10Help folder. The default directory is Epicor10Help. click the Browse (. choose one of the following: a. To install a new instance of the Epicor help or upgrade an existing Epicor help instance. 6. You link an Epicor user account to a domain account in User Account Security Maintenance. select the Use Custom Account check box. this domain user account must also be linked to a valid Epicor user account. 4. c. You must enter a valid domain account with access rights to the network. a virtual directory is created in IIS using a physical path and the folder you define in this field. After you select the application help release you want to update. click the New button. If you are connecting to an application server that uses the Windows endpoint.) button. 72 New Installation of Epicor 10. Select the release you wish to update. a. b. This physical path will be the Install Path directory. You can either select an existing application pool from the drop-down list or click New to create a new application pool used exclusively for Epicor Help. 5. Enter the Session Timeout value in minutes to indicate how long the application help window can remain open before the system shuts down the current session. To install the application help. The Application Server Settings program locates existing application help releases. this application pool is configured to use the Network Service account for its identity by default. To update the application help with a new release. 8. This activates the Application Pool User Name and Application Pool Password fields. 3.Post-Installation Epicor ERP 10. the fields activate for data entry.500 Installation Guide 2.1. Tip For information on how to configure the application pool. To link an Epicor user account to a domain account. or the application server topics in the Epicor Administration Console help system. 11. locate the Current Deployment section and click New Installation of Epicor 10.500 Installation Guide Post-Installation b.Epicor ERP 10. Note You can copy the Epicor Help URL using your Windows clipboard. Enter the domain and the user account in the Domain\User Name field. Open System Setup > Company / Site Maintenance > Company Maintenance . To effectively connect with the server. To do this. On the General Settings tab. review the Add Epicor Application Server section in the Epicor ERP 10. However if you wish to use a specific account instead. the Create New Application Pool window displays.500 73 . enter <MyDomain>\<UserName>.1. Click the Deploy button. When finished.1. go to System Setup > Security Maintenance and open User Account Security Maintenance. 10.1 Installation Guide. specify the Epicor Help URL. the application pool is configured to use the Network Service account for its identity. 9. By default. in the Help section. d. be sure the application pool you select is configured with a domain user account linked to a valid Epicor user account (this means the Epicor user record has the Domain and Domain ID fields entered). If you click New. in your Epicor ERP application. Click the Create New Pool button. this account must be a valid domain account with access rights to the network. and Confirm Password fields. you will not be able to stop and start the application pool. If this account is not linked to an Epicor user account. c. This value identifies the application pool throughout the system. If this account is not valid. This activates the Domain\User Name. Password. e. The new application pool is created. f. Log into your Epicor ERP 10 application. Important If you are connecting to an application server that uses the Windows endpoint. in the Application Server Setup > Extensions > Epicor Help tab. for example. The Deployment Status window displays a progress bar as it validates the deployment process. Enter the name you will use in the New App Pool Name field. click Close. select the Use custom account for identity check box. you will receive a "Service Authorization failed" error during installation. 6. If you want to install Epicor SharePoint Publisher on a separate server. such as running PowerShell scripts or admin utilities such as stsadm. Select the Just Me option as the SharePoint Publisher user. you must complete the configuration steps in the Configure Epicor ERP Extension Applications > Configure Epicor SharePoint Publisher. Epicor SharePoint Publisher is not included on the Extensions tab in the Epicor Administration Console. 4. you must use the updated installer. Go to the directory where your Epicor ERP application is installed. Log on to the server where you intend to install Epicor SharePoint Publisher. 2. 7. Verify the following: • the account has the required SQL Server and local host privileges • the account is registered as a Managed account in SharePoint • you use this account to run all SharePoint application pools • you use this account to run all SharePoint modifications.exe 3. On the Confirm Installation dialog.1. Note If you have installed an update to a base Epicor ERP application. Specify the folder for the installation of Epicor SharePoint Publisher. Click Next. Your Epicor Help System is ready. 74 New Installation of Epicor 10. For example. go to C:\Epicor\[product]\[product version]\Updates\[update version]\SupplementalInstalls.Post-Installation Epicor ERP 10. Verify that you have Microsoft SharePoint 2010 or 2013 installed on your server. click Next.500 Installation Guide Copy URL to copy the Help URL to your Windows clipboard so that you can then paste it into the Company Maintenance program. 7.exe file and select Run as administrator.8 Install Epicor SharePoint Publisher Use these steps to install Epicor SharePoint Publisher on your server. 8.1. Open the Epicor Sharepoint Publisher folder and then open the x64 folder. go to that server and use remote access to navigate to the shared [product] folder on your application server. Click Next. Prior to using Epicor SharePoint Publisher. right-click the Setup. Create a domain account for using with SharePoint. When the installation is complete. Epicor SharePoint Publisher supports the creation of SharePoint web parts that directly link to Epicor ERP Business Activity Queries (BAQs). 1. The installation begins. you must reinstall Epicor Sharepoint Publisher in order for the new site to see Epicor web parts. A Setup window appears. 5. go to C:\Epicor\[product]\[product version]\SupplementalInstalls.500 . To install Epicor SharePoint Publisher you run a separate executable file using the following steps. Note that if you create a new Web Application on the SharePoint Server after Epicor SharePoint Publisher has already been installed. Using the domain account that you created in a previous step. 12. Click Save. 9. For example. Do not select the Everyone option. click Close. 3. After the share is complete. 8. select the Allow check box for the Write line. Epicor Education. Click OK to close the Properties window. You must have Microsoft Internet Information Services (IIS) 7. New Installation of Epicor 10. In the File Sharing window. The Epicor Web Access forms and components are an optional installation and are required only if browser-based access to your Epicor application environment is desired. The steps might be different based on your operating system. click Share. Read. select the IIS_IUSRS user group again. the default directory is: C:\inetpub\wwwroot\EpicorWebAccess.1. 7. Click OK to apply the changes. 6. For example. 4. Epicor Mobile Access. Note The selected group now has Allow selected for Read & Execute. Navigate to the wwwroot virtual directory and locate the EpicorWebAccess folder.1. You can configure the Epicor ERP extension applications after you have installed the extension applications and logged into your Epicor ERP 10. Right-click the EpicorWebAccess folder and select Properties. and Epicor Information Worker. Note While it is possible to deploy the Epicor Web Access forms on your Windows based Epicor Server. a separate Internet Information Server is recommended.1.1 Assign EpicorWebAccess Folder Properties and Sharing Use these steps to assign required properties and sharing to the EpicorWebAccess folder so that the ASP.Epicor ERP 10. On the Security tab.NET account has Write access.500 Installation Guide Post-Installation Chapter 8: Configure Epicor ERP Extension Applications Use this chapter to configure the Epicor ERP extension applications. The Write permission is required for the whole virtual folder if you are deploying customizations and dashboards to EWA.500 75 . and Write. Epicor Social Enterprise. in the Group or user names section. if your Epicor Web Access was installed to IIS.5 or higher installed. click Done. Extension applications include: Epicor Web Access. For optimal performance and ease of maintenance. select IIS_IUSRS and click Edit. In the Permissions for IIS_IUSRS list. On the Sharing tab. it is not recommended.1 application for the first time. 5. click the Share button. 8. 2.1 Deploy and Configure Epicor Web Access Use these steps to deploy and configure EWA. On the Permissions dialog. Enterprise Search. 1. List folder contents. select the Allow check box for the Write and Modify lines. 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. 4. Right-click the Resources folder and select Properties. Click OK to apply the changes. select the IIS_IUSRS user group again. in the Group or user names section.1. 76 New Installation of Epicor 10. 7. 8. Customer and Supplier Connect Maintenance • Translation Maintenance • System Agent • W2 Processing To find the complete list of form exceptions. 1. if your Epicor Web Access was installed to IIS.500 . For example.Post-Installation Epicor ERP 10. 2. Epicor Web Access includes the majority of the Epicor application forms. Scroll through the file to view the forms that are not included. In the File Sharing window. select IIS_IUSRS and click Edit. 1. 6. List Folder Contents.500 Installation Guide 8. The Web Menu includes the forms that are available for Epicor Web Access.xml file. the default directory should be C:\inetpub\wwwroot\EpicorWebAccess\Resources. After the share is complete.2 Assign Resources Folder Properties and Sharing Use these steps to assign required properties and sharing to the Resources folder. click Share. Review the list of form exceptions.1. With a text editor. 3.1. On the Security tab. The Write permission for only the Resources folder is required if you are using charts and localization with EWA. In the Permissions for IIS_IUSRS list. Note The selected group now has Allow selected for Modify. On the Sharing tab. On the Permissions dialog. with a few exceptions of the drag-and-drop scheduling forms and most of the system setup forms.1. open the WebAccess. navigate to the clientdeployment/client/res folder. click the Share button. The delivered web forms are generated at the same version as the Epicor application software deployed in the release. and Write. Click OK to close the Properties window. Navigate to the EpicorWebAccess virtual directory and locate the Resources folder. Read & Execute. Read. 5. The steps might be different based on your operating system.3 Deploy Epicor Web Access Forms Use these steps to deploy Epicor Web Access forms. click Done. 4. Direct users of TE and CRM license types to set up browser Favorites using the appropriate URL.aspx?LicenseType=TE or http://<your server>/<your site name>/default. You must either recreate those customizations using C#.NET cannot be deployed to EWA.Net code.Net to C# conversion routine. This process is not possible from VB. or manually convert code either by hand or using a commercially available VB. the following are limitations on what can be converted: • Forms that have customization code that is written in VB. select the Exclude Epicor Web Access check box associated with each menu option. 8. Enter your Metadata Output Path. Contact Epicor Support for this documentation.Net to C# Customization Code in Epicor Application. Instructions are available in a the document entitled Guidelines for Conversion of VB. Click Save. enter your Web Access URL. in the Web Access section. 5.Epicor ERP 10. enter: \\<your server>\<shared site name> where <your server> is the name of your web server and <shared site name> is a share on that server to your Web Access site name.500 Installation Guide Post-Installation 2.500 77 . On the General Settings tab.Net with the Epicor application since they do not generate for Web Access without conversion to C#. 3. • Forms that have embedded Appbuilt/dashboard panels cannot be deployed to EWA. direct them to use the following URL style to get to the login page: http://<your server>/<your site name>/default. Navigate to System Setup > Company/Site Maintenance and open the Company Maintenance program. 1. Determine if you need to customize any forms or create any user dashboards since these must be specially generated for Epicor Web Access. use Menu Maintenance (using the Epicor Smart Client) and on the Security sheet. For example.4 Set Up Initial Configuration of Epicor Web Access Use these steps to configure Epicor Web Access within your Epicor ERP application.aspx?LicenseType=CRM. 2. Note A prerequisite for generation is that any customization script must be supported in C# rather than VB. To exclude a form. 3. If you want certain users to use a Time and Expense (TE) or Customer Relationship Management (CRM) license. Although VB. New Installation of Epicor 10. This is from the perspective of a client workstation that might be generating Epicor Web Access forms. Note When deploying customized forms to EWA.1. Note 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. it is not recommended that new customizations are created using VB. Example: c:\inetpub\wwwroot\<your site name>.Net that were created prior to upgrading your Epicor application.Net is supported for backward compatibility with the Epicor application. This is due to the fact that the process converts customization code from C# into Java Script for Browser deployment.Net code. Determine if you need further control over web forms that you need to exclude from Epicor Web Access. The default path is C:\inetpub\wwwroot\EpicorWebAccess. For example. Determine how to process the customizations and dashboards containing customization code in VB. 4.1. enter http://<your server>/<your site name>.1. 6. 7. use the following steps to set up a PDF configuration. 78 New Installation of Epicor 10. To run the EWA lightweight client. 4. 3.500 .1. double-click to open Handler Mappings. Click Next to confirm the installation. a. After creating an Epicor Web Access site. 1. Configure PDF: Windows Server 2008 R2 Web Server If you use Windows Server 2008 R2. 5. 2. Expand the Sites and Default Web Sites nodes.5 Install Epicor Lightweight Client Use these steps to install the lightweight Epicor Web Access client. Locate the Epicor Web Site and single-click to enable the Feature view pane. open Internet Information Server. click Next. 4. enter *.pdf. A lightweight client allows a local smart client to work in conjunction with the EWA browser client to provide functionality not available from EWA forms.Post-Installation Epicor ERP 10. Run the installer. Under IIS section.1. 5. For the Request path. click Close. You need to configure both PDF and XLS report formats. Your toolbar may look similar to the following: 3. 2. click the shortcut on your desktop and enter your Epicor credentials.1. select Add Script Map.6 Configure EWA Reporting URL Display Features Use these steps to configure the Epicor Web Access report display feature if you use Windows Server 2008 R2 for your web server. Accept the default installation folder or click the Browse button to change the lightweight client installation path. Open Epicor Web Access.1. 1. Now you can access the full Epicor ERP functionality. 8.500 Installation Guide 8. Click Next. Click on the Download Smart Client Installer icon that is located in the toolbar. On the Welcome dialog. 8. When the process is complete. In the Actions section. Select whether you want the lightweight client to be available for all users of the machine where you install it or for you only. 1. 2. Click Yes. For the Executable. g. Under IIS section. f.1.Epicor ERP 10.NET\Framework\v2. 8. b. On the Epicor smart client.500 79 .7 Generate Web Forms for User Dashboards Use these steps to generate Web Forms for user Dashboards. Review the Edit Script Map setup form. Select the One of the following verbs checkbox. Manually enter GET. Click OK. double-click to open Handler Mappings. browse and select the file: C:\Windows\Microsoft. New Installation of Epicor 10. g. navigate to the User Account Maintenance > Options tab.DEBUG.HEAD. browse and select the file: C:\Windows\Microsoft. e. Click Yes. A message appears asking if you want to allow the ISAPI extension. For the Executable.dll c. enter *. A message appears asking if you want to allow the ISAPI extension. Click OK.0. h. Select the One of the following verbs checkbox.1. To do this. enter xlsMappingCustom XLS 32. Click Request Restrictions. Verify that the Dashboard Developer check box is selected. use the instructions in the previous section for generating web forms for custom forms. For the Name. use the following steps to set up a XLS configuration. Click OK. For the Request path. Click Request Restrictions. Verify that the account that runs the Application Server's IIS application pool has Read & Write permissions to the Epicor Web Access MetaData Output Path. Go to the Verbs tab.1.HEAD.50727\aspnet_isapi. 1. For the Name.POST. In the Actions section.DEBUG. d.NET\Framework\v2. enter AboMapperCustom PDF 32.0.dll c.xls. The values should be the same as you previously entered.POST. Review the Edit Script Map setup form. select Add Script Map. f. Manually enter GET. d.50727\aspnet_isapi. Click OK.500 Installation Guide Post-Installation b. h. Configure XLS: Windows Server 2008 R2 Web Server If you use Windows Server 2008 R2. e. 2. The values should be the same as you previously entered. Go to the Verbs tab. i. a. i. Post-Installation Epicor ERP 10. In the Type drop-down list. From the Actions menu. 5. With this option selected. Click the Deploy button. 9. Once the deployment process is finished. Navigate to System Management > Upgrade/Mass Regeneration > Customization Maintenance. click OK. select the Return All Rows check box. Click Select All. In the Search Options window. Click the Name button. 5. The Search Results panel displays all customization. select one of the following options: • Select the Deploy Smart Client Application check box. With this option selected. you can then later add this dashboard as a node on the Main Menu and access from within EWA site. 4. • Select the Add Favorite Item check box. 80 New Installation of Epicor 10. the dashboard becomes part of the Favorites > Dashboard Assemblies group found on the EWA Home Page.500 . 2. 8. select Generate All Web Forms. Click Select All. The Customization/Personalization Search window opens. select Deploy Dashboard. With this option selected. select Customization. 1. 10. Open the Dashboard for which you want to generate a web form using the Developer Mode. Click OK.8 Generate Web Forms for Customized and Localized Application Forms Use these steps to generate web forms for customized and localized Epicor application forms. 7. select Generate All Web Forms. From the Tools menu. 6. You must use the Epicor ERP 10 application to generate these web forms because Epicor Web Access does not support the Options button by which you can select the number of rows to return.1. Click Yes in the confirmation window. the dashboard is deployed as a web form you can access from the EWA site. Click the Options button.1. In the Customization/Personalization Search window. In the Customization/Personalization Search window. from the Dashboard's Tools menu. 4. 8. 7. Click Yes in the confirmation window. click Search. The Search Results panel displays all customization. • Select the Generate Web Form check box. To make this dashboard available as a smart client application. From the Actions menu. select the Return All Rows check box. Click OK.1. In the Search Options window.500 Installation Guide 3. select Developer. click Search. Click the Options button. In the Type drop-down list. 3. To launch the Developer Mode. select Localization. 6. If you use Firefox. Double-click on the entry.applets. open the Compression feature. Mime types are enabled globally and are applied to the applicationHost.1. The value changes from false to true.500 81 . Select the Enable dynamic content compression and Enable static content compression check boxes. compression is enabled at the site level. select the web site to be enabled. c. Create a backup of the metabase. To do this: a. Note that Epicor application supports only the latest releases of these browsers. under Default Web Site.xx or earlier 2. 3. With IIS 7. To delete the backup.1. Click the Start Diagnostics button. c. In the Filter text box. c. Enable Compression in IIS. 8. type signed. run this command: %windir%\system32\inetsrv\appcmd. To restore the backup.1. Follow the online instructions to add the plug-in files.500 Installation Guide Post-Installation 8.com/genuine/diag/default. In IIS. complete the following steps to access some Microsoft plug-in files to support Window Authentication: a. 1.exe delete backup "My Backup Name" 2. In the Navigation bar. browse to the following: http://www.10 Set Up EWA Compression (Windows Server 2008 R2 only) Use these steps to set up compression for EWA if you use Windows Server 2008 R2. d. type about:config.Epicor ERP 10. run this command: %windir%\system32\inetsrv\appcmd. • Internet Explorer • Mozilla Firefox 47. run this command: %windir%\system32\inetsrv\appcmd.1.exe add backup "My Backup Name" b.9 Review Supported Browsers and Configuration Use these steps to review the browsers and browser configurations that are supported with Epicor Web Access. New Installation of Epicor 10.exe restore backup "My Backup Name" c. If you use Firefox. From the available IIS features. Verify that one of the following browsers is installed on your system. b.codebase_principal_support. b. To do this: a.microsoft.config. 1. In Firefox. To create the backup. complete the following steps to change your security settings to support JavaScript popups such as the search dialog box: a.aspx?displayLang=en b. Restart Firefox. g. specify the folder.zip. If you have a previous version of Crystal Reports Embedded Server installed.com/products/epicor-erp/downloads.1.1 > Third Party Products > Crystal. Note that it must be installed on the web server that is hosting Epicor Web Access. log on to EPICweb Customer portal website. Click Apply. To install Crystal Reports Embedded Server. Click Next.1. c. 2.Post-Installation Epicor ERP 10. d. The EWA extensions do not need to be modified. Click Next. 82 New Installation of Epicor 10. Edit the dynamicTypes and staticTypes sections to control which content gets compressed. For example.11 Install Crystal Reports Embedded Server 2013 (optional) If you use Crystal Reports for your report generation from Epicor Web Access you must install Crystal Reports Embedded Server 2013. you must first uninstall it. Refresh the list to verify the product was successfully uninstalled. enter the Product Key. 1. and save settings. Run the Setup.1. IIS7 controls by mimeType. download SAP SVR EMBD 2013 SP06 OEM Win -32B. In the Setup dialog. Locate the httpCompression section. The easiest setup is to enable all with types */*. Extract the file. select your language. if you want to apply compression to specific extensions. e. In the Welcome dialog. Select the option for Crystal Reports Embedded Server and click Uninstall. navigate to Start > Control Panel > Programs and Features. b. review the status of each component. Download the latest Crystal Reports embedded server file to your workstation. f. Review the license statement and select to accept it. Exit from IIS. Here are some examples of enabling selective mimetype(s): dynamicTypes: <mimetype="text/*" enabled="true"> <mimetype="message/*" enabled="true"> <mimetype="application/x-javascript" enabled="true"> <mimetype="*/*" enabled="false"> staticTypes <mimetype="text/*" enabled="true"> <mimetype="message/*" enabled="true"> <mimetype="application/x-javascript" enabled="true"> <mimetype="*/*" enabled="false"> 8.500 . c. Do the following: a.exe file. Click OK.config b. Navigate to Products > Epicor ERP > Downloads > Epicor ERP > Version 10. Click Next. Note that the Product Key information is listed in the Epicor Keycode Request file which is located in the extracted folder. The "*" character is a wildcard and can be used in any combination. However. Navigate to the extracted file folder and Data_Units > RAS sub folder. Move the extracted files to the report server where the file are to be installed. If prompted with a prerequisite checklist. click OK.epicor. do the following: a. 3. You can use this link: https://epicweb. To do this. In the Configure Product Registration dialog. Open the file: C:\Windows\System32\Inetsrv\Config\applicationHost.500 Installation Guide d. IIS6 controls by file extension. In the Configure Destination Folder dialog. For the Report Directory enter the value: C:\. When completed. click Finish. k.500 83 .NET account has write access.5 and IIS8. 2. If you want to make an Epicor application dashboard available for a mobile device. A meter displays the progress. Click OK to save your changes. The English language is selected by default. review the Create Mobile Device Dashboards in the Epicor application help. Click Next. 4. 8. In the Select Languages Packages dialog.1 Configure Epicor Mobile Access User Use these steps to configure Epicor Mobile Access User options. c. Select a User Id that requires ability to use Epicor Mobile Access on supported mobile devices. Navigate to System Setup > Security Maintenance and open User Account Security Maintenance. Navigate to Start > SAP Business Intelligence > Crystal Reports Server 2013 OEM Edition > Central Configuration Manager. i. select Parameters. d. h. f. Open the Epicor ERP application.2. select Server.1. e. Select which features you would like to install.1. 3. Right-click on Crystal Reports Server 2013 and select Properties. 8. Right-click on Crystal Reports Server 2013 and select Stop. Select the Allow Mobile Access check box.Epicor ERP 10.2 Assign Data Folder Properties and Sharing Use these steps to assign required properties and sharing to the Data folder so that the ASP. select one or more language packs to install. Click the Options tab.500 Installation Guide Post-Installation h. 3. Click Save. In the properties dialog. Click Next to confirm to start the installation. New Installation of Epicor 10. b. Right-click on Crystal Reports Server 2013 and select Start. To do this: a. Note that the group names may be different for IIS7. The steps might be different based on your operating system. 8. 1. Click Next. g. j. In Option Type.2 Configure Epicor Mobile Access Use these steps to configure EMA. You need to set the Report Directory of the Central Configuration Manager.2. click Share. f. 1. Read. On the Sharing tab. 4. click Done. Navigate to Control Panel > Administrative Tools > Services. On the Permissions dialog. If your Enterprise Search application pool is configured to use Windows account for authentication. Click OK to close the Properties window. select IIS_IUSRS and click Edit. e. 3. 2. This procedure assumes a new installation in which there is no previously created search index database or Enterprise Search standalone website. select the Allow check box for the Write line. select the IIS_IUSRS user group again.Post-Installation Epicor ERP 10. 8. you may need to open ports for the search service administration (default is 9098) and for SQL Server access (default is 1433). right-click the Epicor Search Indexer service and select Properties. c. b.1. click Restart. On the Log On sheet. If you previously registered a search server and later uninstalled the components. List folder contents.500 . In the Permissions for IIS_IUSRS list. Right-click the Data folder and select Properties. Click OK to apply the changes. in the Group or user names section. the registered search server still appears on the tree. click the Share button. Right-click the Epicor Search Indexer service and select Restart. In the File Sharing window. if your Epicor Mobile Access was installed to IIS. 7. Note If your search server is in a DMZ in front of an internal firewall. On the Security tab. and deploy the Enterprise Search standalone website. Re-type your password in the Confirm Password field and click OK. Select your server and in the Actions pane. Enter the Enterprise Search Windows account credentials as This Account login and Password. select the This Account option.3 Configure Epicor Enterprise Search Use these steps to configure your Epicor Enterprise Search. 8. you need to set up the Epicor Search Indexer service to log on with a Windows account that has access to SQL Server hosting your database. however. Open Internet Information Services (IIS) Manager. create a search index database.500 Installation Guide 1. and Write. After the share is complete. The connection will. In the services list. d.3.1. the default directory is: C:\inetpub\wwwroot\EpicorMobileAccess\Data. generate an error when you attempt to use it. 5. Note The selected group now has Allow selected for Read & Execute. 6. For example. Navigate to the EpicorMobileAccess virtual directory and locate the Data folder. Right-click the outdated search server and select Remove Search Server in this case.1 Register Enterprise Search Server Use these steps to register your Enterprise Search server. 84 New Installation of Epicor 10. To do this: a. select the SQL Server instance on the server where the Enterprise Search components are installed. Click the search index you wish to rebuild. 5. The next page presents the option of deploying the Enterprise Search standalone website. 8. select Use Windows Authentication or Use SQL Server Authentication. Keep the default of 9098 unless the server has been manually configured to a different port. enter the port number of the Enterprise Search server service. it is recommended that you select the default value.500 Installation Guide Post-Installation 2. 9. To do this. right-click the new search server and select Create Database. Click Next. To do this: a. d. 8. Click Ping Server to validate the server connection.Epicor ERP 10. The Enterprise Search Server Configuration Wizard displays. Verify that the Do not deploy web application option is selected and click Next. see the "Set SQL Server for Search Indexing" topic in the Administration Console online help. To do this. 1. 2. b. For Server Name. 4. Specify the server and the port where Enterprise Search is installed. Right-click Enterprise Search Management and select Register Search Server.1. 6. c. 7. For example. To do this: a. For Port. type the name of the server where the Enterprise Search server components are installed.1. For Enter the name for your Search Index Database. For Name. The database SearchIndexversion is created on the default SQL Server instance on the server where the Enterprise Search server components are installed. b. Create the web application.500 85 . right-click the new search server and select Create Web Application. Confirm your selection details and click Finish. Create the database. Under Enterprise Search Management. For more information on selecting the SQL Server instance used for the search database and/or selecting its name. For Log on to the server. click Next. 3. Specify the SQL Server instance and database that will host your search indexes. c.3. Click Test Connection to validate the server name and credentials. The new search server is added under Enterprise Search Management in the Administration Console tree. When both validations are successful. select SearchIndex<Version>. e. New Installation of Epicor 10. go to Named search server > Search Indexes. Click Validate Service to Continue to validate the port assignment.2 Rebuild Search Index Use these steps to populate the search index with data before the index can be used. Navigate to Start > All Programs > Epicor Software > Epicor Administrative Tools and select Epicor Administration Console. Click OK on the message box confirming rebuild start. Several pre-defined schedules are available to use for the least complicated setup for index rebuilds. From the Action menu. there is a BAQ that has "0 crawl rows" listed. For example. Note During a rebuild. To use one of the pre-defined schedules complete the following steps. select Launch Task Scheduler. you should navigate to the BAQ in Enterprise Search Manager.500 Installation Guide 3. 3. From the Actions menu. there might be 1. in the summary log file that displays upon generation completion. If you chose to view indexing results the results display in your default text editor when indexing is finished. Schedule Search Index Rebuild Manually Use these steps to manually schedule search index rebuild. Go to the Scheduled Tasks node under the your search server name. the set of records sent to be displayed as a page of results may have gaps.1. Enterprise Search results are only as current as the last search index rebuild. 9.3. right-click the BAQ and select Properties. 4. Note If.Post-Installation Epicor ERP 10. Then on the Fields tab. select Rebuild Index. From the Actions menu.1. from within Task Scheduler from the Actions menu. the existing index is still available and is not replaced until the new index is finished building. 4.500 . If this happens frequently. 2. at this point. 8. rebuild the index.3 Scheduled Tasks Use these steps to set index rebuilds to automatically take place on a schedule and keep search results as current as needed. that search index must be built regularly to freshen the index data with data from the Epicor database. 2. Finally. 10 where 5 and 8 had been deleted so no link could be made. To accomplish this Windows Task Scheduler is used. increase the frequency of index builds. 1. select Connect to another computer and browse to the Enterprise Search server computer. Once you have created a search index definition. select one of the Create Hourly/Daily/Weekly Rebuild All Indexes Task. select a field to use as a primary key and select Surrogate Key. Note that the pre-defined schedules affect all indexes. The task is created and enabled. 5. Use Pre-defined Schedule to Rebuild All Indexes Use these steps to rebuild indexes with a pre-defined schedule. 7. Tip When records are deleted in the database. You can right-click the task and select Disable task to temporarily suspend the task. I 1. Go to the Scheduled Tasks node under the your search server name. 2. on page 1 of the results. Go to the Scheduled Tasks node and set up a schedule to rebuild the index automatically. 86 New Installation of Epicor 10. Note If you are not on the server where Enterprise Search server components are installed. and the search index is not yet updated to reflect those deletions. 6. You can use Task Scheduler manually or let Epicor Search Manager set one of the pre-configured tasks for you. In the EnterpriseSearchURL element. Configure the details of the schedule on the next screen and click Next. Make the following adjustment if you are using Epicor Web Access (EWA): a. Log into the Epicor ERP 10 application. 1. Click Next. c. enter the URL set in step 3. On the General Settings sheet. 5. type the name you want to use and click Next. For Arguments. 8. the URL would be http://EpicorApps:8098/search/ERPIndex. browse to C:\Program Files\Common Files\Epicor Software Corporation\Epicor Enterprise Search. click the Options sheet. Under Enterprise Search: a. 8. Save the web. From the Action menu. For each user you want to have access to Enterprise Search. 6. Save and close Company Maintenance. Click Next. For Search URL. and your search index name is ERPIndex. 4. 5. For example. Select Start a Program. select Create Basic Task. 7. and click Open. Navigate to System Setup > Company/Site Maintenance > Company Maintenance. if your search index name is EpicorERP.config file of your EWA installation. open their record.3.500 87 . you would type RunIndexer /s:EpicorERP. 3. For Name.1. 2. New Installation of Epicor 10. Select the interval schedule you want to use and click Next. and save the record.4 Enable Search Index Use these steps to set the search index for users (by company) and to grant users access to the Enterprise Search feature. 6. select Allow Enterprise Search. type the URL for Enterprise Search user access in this format: http://SearchServerName:PortNumber/search/SearchIndexName For example. 4. For Program/script. Click Finish. Select Global URL if you want to use this search URL for all companies in your Epicor application installation. Note The user access port number applied here is different from the administrative port number used when registering the search server in the administration console b.1. Open the web. Open System Setup > Security Maintenance > User Account Security Maintenance. c. if your search server name is EpicorApps. configure the URL for user access to Enterprise Search.Epicor ERP 10. If you click on the Task Scheduler Library node you see the newly-created task. type RunIndexer /s:indexname. select ESCmd.500 Installation Guide Post-Installation 3.config file.exe. the user access port is the default 8098. b. go to Named search server > Search Indexes. • Global Override . See your Epicor application documentation for instructions on enabling the single sign-on feature. They can then copy certain results back to the application where they are working. 5. If you need to. • Individual User Override . 8. The search server web application must be created. For the email message. Epicor Search Anywhere is a small application controlled by an icon in the system tray that allows users to trigger Enterprise Search from any application by performing certain keystrokes. a word processing document or an email).500 Installation Guide 7. Optional . Click OK to use the presented URL.The company-level search URL set in step 3 can be overridden for an individual user or globally. The idea behind Epicor Search Anywhere is this: users are working in any application (such as a spreadsheet. they highlight a word. clear Use Default URL and enter an alternate URL in Search URL. b.1.3. Prepare and send an email to users who will use Search Anywhere to search this index. 4.Prerequisites Search Anywhere users must be set up for single-sign on in the Epicor application. Install. 6.To globally override all company level enterprise search URLs in the Epicor application installation. 7. set a URL in the <EnterpriseSearchURL> element in the .Distribute Search Anywhere URL to Users Search Anywhere functions on the URL for an individual search index.sysconfig file that is being used by your Epicor application. The default in the client folder structure is Client\config\default. Click the search index that you want to make available to Search Anywhere users. To find out the Search Anywhere URL for a search index: 1. See the topic Create Web Application in this help system. 2. Administrator . add the port number of the web site to the URL.Under Enterprise Search at the bottom of the Options sheet. In the email: a. paste the entire user setup procedure in the next section Template for Email to Users . complete a certain keystroke to submit the highlighted word to Enterprise Search and get back search results. Copy the URL from the browser address box and save it for the next step. In Epicor Administration Console. The administrator must distribute the Search Anywhere URL for the target index.1. substitute the URL obtained in step 6 above in place of the placeholder <Provided Search Anywhere URL>. 3.500 .sy sconfig. and Configure Search Anywhere. Administrator .Post-Installation Epicor ERP 10.5 Enable Epicor Search Anywhere for Users Use these steps to enable Epicor Search Anywhere for users. In steps 1 and 4 of the procedure. 88 New Installation of Epicor 10. From the Action menu select Launch Search.Download. 500 Installation Guide Post-Installation Template for Email to Users . Get the correct URL from the <appSettings><AppServerURL> element of the . For Operation timeout. On the page. 1. Obtain the Search Anywhere site URL for the following procedure from your administrator.Download. In your Epicor application installation. adjust the wait time until an incomplete operation is aborted. 1. enter the application server URL.1. install it. b.sysconfig files are located in the client\config folder. 8. Right-click the Epicor Search Anywhere icon in system tray and select Help to learn about Search Anywhere and using it in your applications. On your Windows Task Bar.sysconfig file that points to the application server. b. Important In the URL. Select a search template and click Next.sysconfig file. 2. or you can use a search template that you have created. Install. 5. c. For Binding. For Server Endpoint. select the binding type that matches the binding type set in the <appSettings><Endp ointBinding> element of the . Set up the connection to the Epicor application server: a. 2.500 89 . Click the icon in the upper right corner. You can select the default template when provided (for example the EpicorERP template). and configure it (set the Search Anywhere URL). and Configure Search Anywhere You must download Search Anywhere from the Search Anywhere site. use the fully qualified domain name (FQDN). right-click the Epicor Search Anywhere icon in the System Tray and select Set Search URI. Do not use localhost. 3.1. 4. Right-click Enterprise Search Management > Named Search Server > Search Indexes and select Create Index. do the following: a. Go to <Provided Search Anywhere URL>.3.sysconfig file. . 3. Click Run and then Run again. The default is 300 seconds. Get the correct value from the <appSettings><OperationTimeOut> element of the .6 Re-create Search Index Definition (If Needed) Use these steps if you need to re-create Search Index Definition. New Installation of Epicor 10. Click Next and then Close. c. Enter <Provided Search Anywhere URL> and click OK.Epicor ERP 10. the logged-on user is used for Windows authentication. 6. and you later add a company. select your Epicor application database. For Validate WCF Certificate. For Connect to Database. b. Based on the Server Endpoint (Endpoint Binding) setup in the application server configuration. select the companies to use. For User name and Password. When you select Select one or more companies. 90 New Installation of Epicor 10. c. type a name for this index and click Next. you then have to modify the index settings to add the new company and regenerate the index to see results from the newly-added company. WCF ensures that the certificate provided during the SSL handshake contains a DNS or Common Name (CN) attribute equal to the value specified in this field.1. 4. For Name.509 certificates. The SPN is in the form host/<dns name>.sysconfig file.When authenticating using message-level or transport-level Secure Sockets Layer (SSL) with X.500 Installation Guide d. If you chose Windows Authentication. h. d. Set up the connection to the Epicor application database: a. 5. type or select the SQL Server instance that hosts your Epicor application database. Click Validate Connection To Continue. When you are creating or later editing a connection. Get the correct DNS server name from the <appSettings><DnsIdentity> element of the . enter the expected DNS server name. Select Windows or SQL Server authentication. Note Available companies are the companies to which the user chosen in the previous screen has access. enter the Epicor application user credentials for accessing the application server. Do not use any spaces in the name. If you chose SQL Server authentication. Either select Use all available companies or Select one or more companies to define which companies are included in the index. Click Next.1. and negotiates the credential. type a SQL Server user name/password that has access to the Epicor application database. g. f. you cannot proceed until this validation step has been performed successfully.Post-Installation Epicor ERP 10.500 . select or clear this checkbox to match the value set in the <appSetti ngs><WCFCertValidation> element of the .When the service authenticates using message-level or transport-level SSL with a Windows credential for authentication.sysconfig file: • Select checkbox if <WCFCertValidation value="True" />. For Server Name. Click Test Connection to verify. Using the template name you chose for the index might be useful. e. For DNS Identity. there are two scenarios where you need to enter a value in this field: • UsernameSSLChannel Selected in Endpoint Binding . • Windows Selected in Endpoint Binding . If you select one or more companies. Click Next. then the negotiation passes the service principal name (SPN) so that the DNS name can be checked. e. • Clear checkbox if <WCFCertValidation value="False" />. See the topic Rebuild Search Index. 3. These settings are applied to background processes that monitor database changes which require notification messages generation. Optionally.500 91 .1 Log In to Epicor Social Enterprise Use these steps to log in to Epicor Social Enterprise. Your screen may look similar to the following: 2.4. the URL for Enterprise Search. 8. Otherwise click Finish to create the search index. Open an internet browser and enter http://<ServerName>/ESE where <ServerName> is the web server specified during configuration.4 Configure Epicor Social Enterprise Use these steps to configure the components required to run Epicor Social Enterprise.1.2 Create Notification Source Use these steps to create a notification source and make it available for users. 8. Enter the User ID and the Password for the initial user. New Installation of Epicor 10. A notification source defines connection to an ERP database. select the Keep me logged in check box. Click Log In. Review the choices you made.4. The Please log in page displays.Epicor ERP 10. 4.500 Installation Guide Post-Installation 7. The user Home page displays. and the URL for Epicor Web Access. the URL for the Epicor application server that uses the database. 1.1. 8. To change any information use the Previous button. 8. Next step is to populate the index with data by building it. Database=MyDatabaseName. and properties pages. 92 New Installation of Epicor 10. In the Description field. enter the notification source display name for lists. The Administration page displays. In the Connection String field. b. Connection Timeout. enter the notification source description displayed to users. In the web.config file located in the Server folder in your Epicor server installation. The value in this field is also used to auto-generate the notification source ID used by the system. locate ERPContext and use the connection string values for Data Source. Trusted_Connection=True The values you need for the connection string can be obtained from the web. User ID. specify the SQL Server connection string for the source ERP database. and Password. The Create New Notification Source window displays. To do this.Database=MyDatabaseName. Your screen may look similar to the following: 2. This page provides a list of all currently configured notification sources for the social enterprise. In the Name field.500 Installation Guide 1.Post-Installation Epicor ERP 10.Password=MyPasswordName Or Example Server=MyServerName. a. Initial Catalog. The description should include such information as which ERP system the source supports.1. d. Important User names. User ID=MyUserName. On the Home page toolbar. Click Notification Source Administration. passwords. Specify properties for a new notification source: Note You might need to verify some values to specify as notification source properties. The Notification Sources page displays. profiles. 3.500 . and WCFCertValidation. In the Application Server field.1. Click Create New Notification Source. click the Menu button and select the Admin icon on the toolbar that displays. and connection strings are encrypted for storage in the social enterprise database. c.config file.sysconfig file where you can find such data as the Application Server URL. enter the URL for the Epicor ERP application server that is configured to use the source ERP database specified in Connection String. Endpoint Binding type. go to the client\config folder in your Epicor application installation and open the *. Example Server=MyServerName. In Epicor ERP.509 SSL Certificate authentication.tcp://localhost/ICE3 The user's Epicor application user name and password are validated against the application server when the user registers a notification source.500 Installation Guide Post-Installation Example net. enter the URL for the Epicor Web Access (EWA) installation which opens when user clicks the Open With command in a notification message or notification source search results record. for example. you must also do (or verify that you already have) the following to support your Epicor Social Enterprise installation: • Create a Windows domain account that links back to a system User ID with Single Sign-On feature set up and Allow Session Impersonation option selected. When the system runs WCF Certificate authentication. the log reader skips this notification source when checking for changes. The Epicor Social Enterprise website by default does not turn on windows authentication and it must be turned on manually.500 93 . j. You may want to give the Windows account and the Epicor ERP user account a name that indicates their purpose. Use the Active check box to define whether the social enterprise's Epicor CDC Log Reader service should actively check the notification source database log table. Example If you use the Enterprise Search default 8098 port and the Epicor Social Enterprise EpicorSocialEnterpriseIndex search index name. If you do not have Epicor Web Access configured. EpicorSocial. and UsernameSSLChannel. New Installation of Epicor 10. go to Epicor Software > Epicor Social Enterprise and click Epicor Social Enterprise Configuration. you should enter the expected Domain Name System (DNS) identity of the server in the DNS Identity field. To run the configuration utility. it uses this identity value to validate the application server. Important When your Epicor ERP application server is set up to use Windows authentication. Both the Epicor Social Enterprise configuration utility and IIS Manager can be run from the server where you have installed Epicor Social Enterprise.Epicor ERP 10. e. you can specify the EWA URL later. and searching of the registered notification source. the URL may look similar to the following: http://DomainName:8098/search/EpicorSocialEnterpriseIndex k. i. h. the custom account must be used as the login account for the Epicor CDC Log Reader service and as application pool account used by the Epicor Social Enterprise web site. • Enable windows authentication for the Epicor Social Enterprise website. specify the URL for the Epicor Enterprise Search server and search index that will be used by this notification source to obtain ERP data. Notification messages are not generated for this source until you re-select the Active check box. on the Start menu. In the Endpoint Binding drop-down list select the same binding that was configured in the Epicor application server. If you use the UsernameSSLChannel endpoint binding. during subsequent processing of notification subscriptions. If you use the UsernameSSLChannel endpoint binding. When configuring Epicor Social Enterprise later in this procedure.1. Windows. Specify the Connection Timeout value. In the Epicor Web Access Url field. In the Enterprise Search Url field. create a user that maps to that Windows account. g. f. The options include: UsernameWindowsChannel. select the Validate WCF Certificate check box to run X.1. If you clear the Active check box. See your Windows IIS documentation for instructions. 1. On the Home page toolbar. and connection strings are encrypted for storage in the social enterprise database. The Administration page displays.Post-Installation Epicor ERP 10. 2. click the Menu button and select the Admin icon on the toolbar that displays. When done. 8. 2. in template-based emails. specify for how long notification messages are kept in the system before being permanently removed when there is no related activity (replies or reposts). In the Days to keep notifications field.3 Configure Email Server Use the following steps to configure connections to POP3 and SMTP mail servers for Epicor Social Enterprise.4 Configure Web Site URL Use these steps to set the Epicor Social Enterprise website public URL that will be applied in template-based emails. Click Web Site URL Configuration to display the Site Property dialog box.1. 8. 6. The Administration page displays. click Save Changes. 4. This URL will be applied. Active must be selected for both the SMTP and POP3 email servers for email processing to function without error. In the Value field. m.500 Installation Guide Example http://DomainName/EpicorWebAccess l. to create links to Epicor Social Enterprise content. Click Save Notification Source. To obtain the settings. On the Home page toolbar. Click either POP3 Server Configuration or SMTP Server Configuration to display the corresponding configuration window. Click Test Connection to verify the connection prior to saving. The default value is 90 days. passwords. 94 New Installation of Epicor 10.500 . 5. 3. Define POP3 or SMTP server settings. review the mail server documentation or contact your mail server administrator. A valid public website URL is required for email processing to function without error. Verify the Active checkbox is selected. Important User names. 3. Note Notification messages older than a specified time value that are reposted or are part of a conversation are not removed from the system to avoid breaking up the conversation. 1. 1. enter the public URL for the Epicor Social Enterprise website.4. click the Menu button and select the Admin icon on the toolbar that displays.4. 4. Select the Do not remove notifications check box if you want to disable deletion of any notification messages from the system. When enabled (the default). New Installation of Epicor 10. replaces the original in the message stream of both the sender and recipients. To create a Twitter application. The default configuration is enabled.6 Configure Message Editing (Optional) Use these steps to disable editing of user message postings. 3. • Value . 8. An error message displays if there is a problem.Epicor ERP 10. On the Home page toolbar.500 Installation Guide Post-Installation 4. Paste the Consumer key value into the Key field. 8. Disabling message editing removes the Edit action and prevents the user from editing their posted messages. An edited message.com/apps. You must have a Twitter application set up that identifies your enterprise and you must have the Consumer key and Consumer secret values from the application's OAuth settings. 3. including an Edited status icon. 4.This field cannot be edited. Click Twitter Configuration to display the Twitter Configuration dialog box. b. 5. The Administration page displays.Enter false to disable editing of posted messages. 2. 1. choose Twitter. Click Message Edit Configuration to display the Site Property dialog box. c. On the Home page toolbar.5 Configure Twitter Credentials (Optional) Use these steps to configure the credentials that enable your Social Enterprise users to search on Twitter and display columns of search results on their Social Enterprise Home page.1. click the Menu button and select the Admin icon on the toolbar that displays.twitter. click Save Changes. A column of search results displays when Epicor Social Enterprise is able to access Twitter.1. Navigate to the Home page and click Search on the toolbar. Test the configuration: a.4. b. which allows user to edit their posted messages. 1. Click Save Changes. click the Menu button and select the Admin icon on the toolbar that displays.4. Using the OAuth settings obtained from your Twitter application: a. the Edit action displays in a user's existing messages and can be used to edit and repost a message. For Search Target. 2. Enter a search term that you know will return results and click Search. To disable editing: • Name .500 95 . When done. Paste the Consumer secret value into the Secret field. go to https://dev. This setting is global to all users and is applied to both public and private messages. The Administration page displays. 1. Important User names. where the user can establish a password and log in for the first time.1 Enable Education Module Use these steps to verify that the Education Module is licensed and enabled so that you can access the Embedded Education Courses. The Education Module is licensed and enabled similarly to how you license and enable the other Epicor application modules.500 Installation Guide 4. click the Menu button and select the Admin icon on the toolbar that displays. The value you provide in the User ID field is also applied as the user's name in the initial configuration of their user profile. Open your Epicor Administration Console. 3. not in your live production environment. and connection strings are encrypted for storage in the social enterprise database. select Standard (default) or Administrator to specify whether the account has rights to perform administrative actions for the social enterprise.500 .1. 8.5. 5. The Invite a new user to Epicor Social Enterprise window displays. Note that the Education Module must be installed in your training environment. On the Administration page. The user can edit their name after logging in. Note Users may also create an Epicor Social account by using any Social feature in a connected Epicor ERP.1. 8. 2. The current invitation is sent and the fields are cleared so that you can invite another user. 4. Using the Embedded Education Courses requires a Windows Server operating system and Microsoft Internet Information Services (IIS 7. The user ID cannot contain spaces. You can later re-enable editing by repeating this procedure and returning the Value field to true in Step 3.5 Configure Epicor Education Module Use these steps to configure the Embedded Education Courses Client and enable the Education Module which gives you access to the Embedded Education Courses. Once the account is created. Click Save Changes. Enter the primary Email Address associated with the account. In Access Level. Alternatively. In the User ID field. Click Invite.4. enter the user ID you want to associate with the account and display as an active link in messages and lists.NET module enabled. The email provides a link to the password setup page. 6. passwords. Click the Invite User button. The new account is created and an email is sent to the new user's primary email address. 96 New Installation of Epicor 10. the user cannot edit their user ID.7 Invite Users Use these steps to create a new user account. you can click Invite & Keep Form Open. click User Management. 8.5 or higher) with the ASP. On the Home page toolbar. 1.Post-Installation Epicor ERP 10. 5. click the Modules tab. 1. expand your Server Management > [server] > [application server].1 Generate Server Components for BAQs Use these steps to generate server-side components required for the updatable Information Worker BAQs. Click OK. Your tool bar may look similar to the following: • Tile View. From the Home screen. From the Education Courses list. Open your Epicor application. Locate the EducationERPStandardAndEnterprise module name and verify that the Enabled check box is selected. From the tool bar select the Education Courses (stack of books) icon. 6. 8. Note If you purchased the Education Module license after licensing your other Epicor application modules.1. Access to the Education Module differs based on your selected view. Click QueryID. either Classic or Tile: • Classic View.500 97 . From the list of options. New Installation of Epicor 10. select the Licensing node to list the license details in the middle pane. 3. Double-click on your license to open the Properties dialog. 8. Verify that the course opens successfully. In the tree view.500 Installation Guide Post-Installation 2.1. c. In the Properties dialog.Epicor ERP 10. verify that you can successfully launch the Embedded Education Courses. be sure to import your new license file. After enabling the Education module. review your configuration instructions in the previous section and try again. If the course does not open. To do this: a. Under your application server.6.6 Configure Epicor Information Worker Use these steps to configure Epicor Information Worker. select the Help menu. Log in to Epicor as an administrative user and navigate to System Management > Upgrade/Mass Regeneration > Updatable BAQ Maintenance 2. select Education Courses. b. select a course. 4. Optionally. 8. Depending on which applications you plan to use with Information Worker. Verify you have one of the following operating systems installed on each client workstation: • Windows 7 (SP1) x86 / x64 • Windows 8 x86 / x64 Intel Architecture b. install the Epicor ERP application client to enable additional functionality.1. From the Actions menu. such as Epicor contacts. To do this.1. Click OK. Word and/or Excel during your Microsoft Office installation. 3. Information Worker synchronizes all contacts to the Outlook client Contacts folder. Click the List sheet.6. Note that the Information Worker client installation must be run with local Administrator privileges.2 Deploy Alternate Contact Data Source Use these steps to create a separate Contacts folder in Outlook for Information Worker contacts. Select the Outlook node.3 Set Up Information Worker Clients Use these steps to configure client workstations to run Information Worker.6. 4.Post-Installation Epicor ERP 10. e. In your Epicor ERP installation. in the Configurations node. Log in to Outlook and import the contacts. Repeat Steps 1 through 5 for each company in your Epicor ERP installation. Click Select All and click OK. 6. 1. 4.1 Client Profile installed.500 . Click Search. In the tree view. right-click your configuration node and select Deploy. d. install Outlook. Verify each client workstation has Microsoft Office 2010 (32.6. select Regenerate All. Verify the following requirements for the client workstations: a. Verify you have Microsoft . For Basic Search. Verify you have Microsoft Visual Studio 2010 Tools for Microsoft Office installed. 5. Deploy your configuration file. 2. c. verify each Information Worker user is set up as an Epicor user and that the Domain and Domain ID in the user record matches the domain and login name of their Windows credentials. The "Configuration deployed successfully" message appears. or Microsoft Office 2013 (32. 5. Note that it is provided through the Epicor ERP installation. By default. In the Outlook Options section. go to Start > Programs > Administrative Tools > Information Worker Configuration Manager.or 64-bit version) installed. select the Use Alternate Contact Folder checkbox.500 Installation Guide 3. 8. 98 New Installation of Epicor 10.NET 4. Open Information Worker Configuration Manager.or 64-bit version). In the activated field. expand the Information Worker Configuration Manager > Configurations > Epicor node. Save the changes. 2. 1. To do this. enter a new folder name of hold contacts. in the Query ID Starts With field type zIW. • Under Basic Settings verify the Information and/or create an application pool.6.1. open the email account on the workstation.NET version. but you may need to Notepad to edit the Configuration. an Anonymous access is Click Start > Run > inetmgr to open IIS manager. 'SysRowID. GUID.xml file. Problem Cause Possible Resolutions During the server installation. C:\Inetpub\wwwroot\InformationWorker\App_Data\ "Errors setting configuration Note: If you changed the InformationWorker portion values. Directory Security.1.7 Configure Epicor Sharepoint Publisher For information on how to setup and configure Epicor Sharepoint Publisher for use with your Epicor ERP 10 application. but • Verify Anonymous access is enabled under using the Information you may need to manually set the Authentication. navigate to Extension and Companion Programs > Epicor SharePoint Publisher. Worker application ASP. Search manually correct configuration for ErrorFormEmailAddress and change the email values. Review the troubleshooting information on the site if necessary. and you are importing customers since SysRowID in • Delete the Epicor folder in Microsoft Outlook. Install the Epicor Information Worker Client. During the server installation. In the online help. Follow the instructions on the web site to install the Epicor Information Worker Client. 8. • Navigate to the isolated storage files for "Unable to add column named Information Worker. Data Type mismatch • Unsync everything in Microsoft Outlook. "Errors setting web site values. If you accepted the defaults. installation will try to of the above address during installation.500 99 . Exit Notepad and save. 4. you can use the Epicor ERP online help.Epicor ERP 10.500 Installation Guide Post-Installation 3. If you have a previous install of IW. To do this. error displays similar to: not enabled or the Go to the virtual directory you configured (default Information Worker name: InformationWorker).4 Troubleshooting Installation Errors Use this section to review solutions to common Information Worker Server installation errors. This may be a reserved name in Outlook" • Delete the contents of the Schema folder. Locate the email message that includes the web address you chose when installing the Information Worker Server." address value to reflect the email account you want to use. • Log back into Microsoft Outlook and try again. an Install could not set Go to error displays similar to: error email properties. virtual directory is not installation will try to complete. the web address is: http://servername/informationworker." Worker app pool is selected. pool. an error Epicor 9 is a string and displays similar to: in Epicor 10 it is a • Close Microsoft Outlook. Examples of topics include: • Create a Document Library and Web Part Page • Add a Web Part • Data Synchronization New Installation of Epicor 10. 8. and associated contacts. use complete. 500 Installation Guide • Update Data Using the SharePoint Dashboard • Web Dasher Utility • BPM Informational Messages 100 New Installation of Epicor 10.Post-Installation Epicor ERP 10.500 .1.1. 9. b. 1.NET Framework 4.NET SDK Runtime and click Uninstall.2 Install Crystal . download SBOP BI PLATFORM 4. confirm the installation. The .1 or later application. d.NET SDK Runtime file to your workstation. Run the Setup.NET SDK Runtime on your workstation. Navigate to the Data_Units > BusinessobjectsRuntime sub folder. To install Crystal . Navigate to the extracted file folder.zip. you must first uninstall it. You can use this link: https://ww w.NET Framework 4. c.1. e.1.com/en-us/download/details. Click Next.6. If prompted. New customers adding an initial client workstation and existing customers adding an additional client workstation should use the following instructions to install the Epicor ERP 10. Move the extracted files to the report server where the file are to be installed. You can use this link: https://epicweb.1 or Later (Client) Use these steps to download and install Microsoft .6. Refresh the list to verify the product was successfully uninstalled. log on to EPICweb Customer portal website. For example.1 or later.6.NET 4.1 Client. New Installation of Epicor 10. Navigate to Products > Epicor ERP > Downloads > Epicor ERP > Version 10. Extract the file. click Finish. navigate to Start > Control Panel > Programs and Features. Note that Crystal Reports Embedded Server must already be installed on the web server that is hosting Epicor Web Access. Click the Download button to download the .epicor. In the Welcome dialog. 3. Review the license statement and select to accept it.NET Framework 4.exe file. Click Next. Download the latest Crystal . Go to the Microsoft download center for .1 or later is required for your Epicor ERP 10.NET SDK Runtime.1 application. click Next.1 Client on a Workstation Use this chapter to install the Epicor ERP 10.1 > Third Party Products > Crystal.1 Install .6.1 SP06 SDK WinRT.500 101 . To do this.NET SDK Runtime installed.NET Framework 4.com/products/epicor-erp/downloads.NET SDK Runtime (EWA Client optional) If you use Crystal Reports for your report generation from Epicor Web Access you must install Crystal . Do the following: a.1 client on your workstation.6. 2. Extract the file in that folder.microsoft. 9.500 Installation Guide Post-Installation Chapter 9: Install Epicor ERP 10. If you have a previous version of Crystal . Use the Microsoft instructions provided to guide you through the installation process.1 or later onto your workstation. Select the option for Crystal .aspx?id=49982 2. 1. Select either 32bi t or 64bit.Epicor ERP 10. When completed. 1. On your client workstation. navigate to \\<server>\Epicor\ERP10\ERP10.500. 1. For the Install Epicor ERP Version 10.1. use a file explorer to navigate to the ClientInstaller folder on the server where your Epicor application is installed. 3. or click Change to browse and select a different location. For the Share Location. Click Next.1.sysconfig files necessary for the Epicor Client installation and update. The Client Destination Folder window appears. Double-click to run the E10Client.500. Make sure you are logged in as the Local Administrator on the client workstation. verify the network path is the correct path to the client installer. Setting up the AppServer updates the *.1 client software on your client workstation. accept the default location.1 Client location.exe file.0\ClientDeployment\ClientInstaller.1. The Welcome window appears for the client installation.Post-Installation Epicor ERP 10. Click Next. Your dialog may look similar to the following: 102 New Installation of Epicor 10.500 . For example. such as \\<server>\ERP10.1 Client Software Use these steps to install the latest Epicor ERP 10.x AppServer has been created and configured.500 Installation Guide 9.3 Install Epicor ERP 10. c.0deployment. This folder should not be deleted from the server. 4. a. Specify the following paths. 2. b.500.1. Important You must perform these steps after the 10. You can now log in to the Epicor ERP client.1.500 Installation Guide Post-Installation 5. click Finish. Note If you move the E10Client. 9. you must also edit the silent. The batch file runs the E10Client. For example.exe for the first time. go to \\<server>\ERP10\ERP10.500\ClientDeployment\ClientInstaller.bat file is created and it stores the parameter information that was entered for the prompts.exe file without requiring any manual intervention to answer prompts. If prompted.bat file includes the following flags: "/s" initiates the silent install. "Silent" confirms the use of the silent install. Note The silent. "Desktopico" indicates if the installer creates Desktop icons. The Shortcut Creation window appears.exe /s. New Installation of Epicor 10.bat run command to specify the new path. Click Next.1. The Ready to Install window appears. reboot the workstation. The client installation begins. you must update the path from E10Client.exe /s to \\server\epicor\clientinstaller\E10Client. When the installation is complete. a. After running the E10client. 8.exe file to a different directory. Note that when you log in for the first time. use the following steps to run the silent. If you want to install the client on additional workstations. do not select it. Select the check boxes for the client shortcuts that you want to create. A status bar displays the progress of the installation. Navigate to the client installer location on the server. Select the Create Desktop Icons check box to create the Epicor ERP 10 and MES icons on your desktop. b.bat file. Click Next. if you move the file to c:\epicor. For example. the silent. To run the client installation. double-click the silent. Note: If an Auto* shortcut is displayed. This may take a few minutes.500 103 . Your dialog may look similar to the following: 6. the client files are extracted.Epicor ERP 10.bat file that installs the client without any manual intervention.1. 7. 1.500 Installation Guide "SilentInstalls" is the name of the folder the shortcuts will be copied. 104 New Installation of Epicor 10.Post-Installation Epicor ERP 10. "ServerLoc" is the deployment where to pull the client.1.500 . "TargetDir" is the directory for the client to be installed. your user credentials for Service Bus may match your application server user. find the user account that has the ability to access the following: • Application Server • SQL Server • Server where Service Bus will be located Note that you will enter this user account information during the configuration of Service Bus in step 5 below. 1.1 in a test environment. You can use this link: https://msdn.1 from the Microsoft Download Center website.1 in your production environment. It is required that you enter the user credentials for Service Bus that are required by your Windows security setup. select the Getting Started with Service Bus for Windows Server option. Chapter 10: Install Microsoft Service Bus 1.com/en-us/library/dn282144.aspx 3.500 105 .1 from the Microsoft Download Center website into a test environment.1. The following steps to install and configure the test environment use a basic configuration so that you can test your connectivity between the Service Bus and your Epicor ERP 10. To do this. 2. Go to the Microsoft Download Center. Search for Microsoft Service Bus for Windows Server 1.microsoft. For example. it is recommended that you then install Microsoft Service Bus 1. You must identify a user account to use for the Service Bus installation.1 Use this chapter to download and install Microsoft Service Bus for Windows Server 1. New Installation of Epicor 10. To install Server Bus installation and test connectivity. The Microsoft Service Bus for Windows Server is not required if you process multi-company transactions within the same database and you use Multi-Company Direct functionality.1.1 Install Service Bus in a Test Environment Use this section to install Microsoft Service Bus for Windows Server 1.1 application set up. 10.500 Installation Guide Supplemental Installations Part IV: Supplemental Installations This part of the guide explains how to complete your Epicor ERP 10.1. The Microsoft Service Bus for Windows Server is only required if you use Multi-Company functionality and you process multi-company transactions between more than one database. After verifying that your Service Bus installation has connectivity to your Epicor ERP 10 environment and you can successfully transfer data.Epicor ERP 10. It is recommended that you first install Microsoft Service Bus 1. or your user credentials may be included in a Windows security group that has access to your application server.1 application. Complete the sections appropriate for the supplemental components and products you intend to use. Note that it defaults to the first SQL Server instance it finds.500 Installation Guide 4. • Certificate Generation Key. 5. Refer to the user account identified in step 1 above.500 . • After you click Next. Epicor1234. In this section. Additional details are provided below: • Create a New Farm. • Follow the prompts to download and install the product.1. For example. the Summary dialog appears. • SQL Server Instance. It is recommended that you take screen captures of the entire dialog so that you can use the information later when you configure Multi-Company functionality within the Epicor ERP 10. do the following: • Run the Web Platform Installer. To configure the product. Create a new farm using default settings if you do not already have an existing farm (cluster of servers). The Summary dialog may look similar to the following: 106 New Installation of Epicor 10.1 application. Click Test Connection to verify. follow the instructions on the MSDN page in the Configure Service Bus for Windows Server section. Enter a valid key combination. To install the product. follow the instructions on the MSDN page in the Install Service Bus for Windows Server section. You may need to change the default to a later version.1.Supplemental Installations Epicor ERP 10.1. Enter user credentials that you will use to run the Service Bus services. • Configure Service Account. Click Test Connection to verify. • Search and select to install Windows Azure Pack: Service Bus 1. 1 application. you must re-start the wizard to run the configuration again. Resolve the error and try again. The guide is available within the Epicor ERP 10 online help under the Multi-Site Management > Working With > Multi-Site Technical Reference Guide topic. To do this. Click Save. To do this.500 107 . If an error message appears. g. You can also access the guide from the EPICweb Documentation > Technical Reference Guide site. Enter your Service Bus Connection information into your Epicor ERP application. click OK. Enter the Service Bus Connection fields: • Server FQDN or Azure URI.Epicor ERP 10. • HTTP Management Port. • TCP Runtime Port. 7. For each service. Enter the port listed on your Summary screen capture. c. use the Multi-Company Technical Reference Guide. Click Test Connection to verify. New Installation of Epicor 10.1.1. If the connection is successful. Click Search. Verify that the Service Bus databases were successfully created. connect to your SQL Server instance that you used during the installation. Verify that the following services are Started: • Service Bus Gateway • Service Bus Message Broker • Service Bus Resource Provider • Windows Fabric Host Service b. The configuration process is applied and the operations are listed as completed when finished. Enter the FQDN (Fully Qualified Domain Name) for the server. Open your Epicor ERP 10. 8. You now must complete your Multi-Company functionality setup. f. b. To do this: a. Verify your Service Bus services and application pool user. 6. Enter the Service Bus namespace value. To do this. verify that the Log On As user is the Configure Service Account defined during the configuration of Service Bus. review the information. Navigate to System Setup > External System Integration > Setup > External System Maintenance. Click the External System button. If any part of the configuration process fails. Enter the port listed on your Summary screen capture. on your server: a. Confirm that the following databases were created: • SbGateway Database • SbManagementDB • SbMessageContainerXX (where XX is the number of databases you specified during the configuration). Navigate to Start > Control Panel > Administrative Tools > Services. d. • Namespace. Locate the Summary dialog screen capture from step 5 above. e. Select the MULTI record with Transfer Method = SERVICEBUS. 9.500 Installation Guide Supplemental Installations • Click Apply (checkmark). 1. use the Multi-Company Technical Reference Guide. such as your Windows user credentials.1. you now must complete your Multi-Company functionality setup. The steps may include: • Identify a user account to use for the Service Bus installation • Using the instructions on the MSDN page.Supplemental Installations Epicor ERP 10. To do this. repeat the steps in the previous section "Install Service Bus in a Test Environment".1 from the Microsoft Download Center website into your production environment.500 .500 Installation Guide 10. 108 New Installation of Epicor 10. The following steps to install and configure the production environment require you to know specific information. On your production environment. complete the "Getting Started with Service Bus for Windows Server" section • Using the instructions on the MSDN page. complete the "Configure Service Bus for Windows Server" section • Verify that the Service Bus databases were successfully created • Verify your Service Bus services and application pool user • Enter your Service Bus Connection information into your Epicor ERP application 2. The guide is available within the Epicor ERP 10 online help under the Multi-Site Management > Working With > Multi-Site Technical Reference Guide topic. so that you can test your connectivity between the Service Bus and your Epicor ERP 10 application. As you did with your test environment. complete the "Install Service Bus for Windows Server" section • Using the instructions on the MSDN page. You can also access the guide from the EPICweb Documentation > Technical Reference Guide site.2 Install Service Bus in a Production Environment Use this section to install Microsoft Service Bus for Windows Server 1.1. 1. If you do not know the language ID. Navigate to Epicor ERP > Version 10. 2. In the Import Translations window. You can use this link: https://epicweb. e. Close the Epicor application and open it again. Change the language in the current session: a. In the Language Maintenance window. from the Options menu select Change Language. The import process starts. c.500 Installation Guide Supplemental Installations Chapter 11: Install Languages Use this chapter to install language files. Log on to EPICweb and go to the customer portal website. g. click the browse button next to the Translation File field and navigate to the downloaded language file. Right-click on your Epicor ERP application shortcut and select Run as administrator. Download the language XML file to your workstation: a.Epicor ERP 10. h. Select the file and click Open. Select and download the language XML file to your workstation. c. select New Language Name.com/products/epicor-erp/downloads. then click Search. New Installation of Epicor 10.2 Change Language Settings Use these steps to change language settings after installing the language file.1. Enter the ID of the language you want to load. Navigate to System Setup > System Maintenance. from the New menu. 11. From the Actions menu. Clear the Installed check box.1 Install Language File Use these steps to download and install Epicor ERP 10. b. Note To create a new Language ID. you must run the Epicor ERP application as Administrator. Navigate to Products > Epicor ERP version 10 > Downloads. select Import Translations. f. Click Import. In the Epicor ERP main application menu. 1.500 109 . click the Language ID button to use the search function. You must wait till the process finishes prior to performing the next step.1 Language File.epicor. if you want to use other languages than English on your Epicor ERP application. Open the Language Maintenance program. Install language file: a. b. 11. from the Actions menu select Rebuild Translation Table. Note To change language settings. 1.1 > Translations > <Language name>. d. change the language for a user: a. d.Supplemental Installations Epicor ERP 10. Select the installed language.500 . go to System Setup > Security Maintenance and open the User Account Security Maintenance program.1. In Epicor ERP.1. On the Details sheet in the Language field. select the installed language. Search and select the ID of the user for which you want to change language settings. c. Optionally.500 Installation Guide b. 2. c. Click the User ID button. b. 110 New Installation of Epicor 10. Click Save. Click OK. 500 111 .500 Installation Guide Supplemental Installations Chapter 12: Configure Country Specific Functionality (CSF) Use this chapter to find additional information about CSFs.1. CSFs are part of the Epicor Installer.1. including which CSFs are available in Epicor ERP 10.1 Use this section to review the CSFs that are available in Epicor ERP 10.Epicor ERP 10. 12. Country Specific Functionality for the following countries are available in Epicor ERP 10. Russia (RU) South Korea (KR) Turkey (TR) Vietnam (VN) New Installation of Epicor 10.1.1 Review CSFs in Epicor ERP 10. and instructions install CSF Language. Note You can enable multiple CSFs on one Epicor installation with any number of application servers/databases.1.1.1. You can then navigate to the EPICWeb Downloads portal to download supplemental files for Epicor 10. Use the steps in the Import License File and Enable Modules section of this guide to enable CSFs for required countries using the Epicor Administration Console. Only one country can be activated for a company. such as Functionality Guides and CSF Language Translations.1. Note that CSF packages from previous Epicor versions are not compatible with Epicor ERP 10. additional post-migration steps.1 CSF. Argentina (AR) Germany (DE) Romania (RO) Australia (AU) India (IN) Singapore (SG) Belgium (BE) Japan (JP) Sweden (SE) China (CN) Malaysia (MY) Switzerland (CH) Colombia (CO) Mexico (MX) Taiwan (TW) Czech Republic (CZ) Netherlands (NL) Thailand (TH) Denmark (DK) New Zealand (NZ) United Kingdom (GB) Estonia (EE) Norway (NO) United States of America (US) Finland (FI) Peru (PE) France (FR) Poland (PL) Country Specific Functionality for the following countries are not available in Epicor ERP 10. In the Language Maintenance window. all versions of builds and of translations. Enter the ID of the language you want to load.500 .Supplemental Installations Epicor ERP 10. 112 New Installation of Epicor 10. The functionality guides are located on EPICweb Documentation > Epicor ERP 10. From the Actions menu.1 refer to Country Specific Functionality Guides for any additional steps that can be required to set up your CSFs in Epicor ERP. 2. The import process starts. 1. click the browse button next to the Translation File field and navigate to the downloaded CSF language file.1. 5. The CSF language file is now installed. Click Import. If you are using an old version of the Epicor build or CSF pack. In the Import Translations window.1. Close the Epicor application and open it again. 4.500 Installation Guide 12. These steps are common for all CSF packs. then click Search. You must wait till the process finishes prior to performing the next step. 7. Select the file and click Open. Navigate to Epicor ERP > Version 10 > Country Specific Functionality > <Country name>. Note You will have a proper CSF translation installed only if you have imported both standard and CSF translation files. click the Language ID button to use the search function. you can import translations from the latest build branch. Refer to the Install Languages section earlier in this guide for instructions on how to install standard translation file. If you do not know the language ID. select New Language Name. and translations are not available for the corresponding branch on the CSF download portal. Navigate to System Setup > System Maintenance and open the Language Maintenance program. You can use any translation version with any build version. select Import Translations. The CSF language must be installed after the CSF functionality has been enabled and configured. from the Actions menu select Rebuild Translation Table. 12. 6. from the New menu. 8.2 Additional Post-Migration Steps for CSFs After the installation or migration to Epicor ERP 10. 3.3 Install CSF Language File Use these steps to download and install the language file for your Country Specific Functionality (CSF). Clear the Installed check box. Note To create a new Language ID. Download the CSF language XML file. Epicor ERP 10.1. You can use the Epicor Performance and Diagnostic Tool to analyze Epicor logs to measure performance from both the client and the server.500 Installation Guide Supplemental Installations Chapter 13: Install Performance and Diagnostic Tool Use this chapter to install Performance and Diagnostic Tool. navigate to Server Management > [server] > [application server]. Use the information in the guide to run the tool. Click the Performance and Diagnostic Tool button.1. Use these steps to install the Epicor Performance and Diagnostic Tool.1 Help. In the Browse For Folder dialog. Click Yes to confirm the installation.500 113 . Click OK. More information on the tool is available in the Performance Tuning Guide which is available from the Epicor ERP 10. select the folder path to the installation files for the application server. For example. Your screen may look similar to the following: 2. New Installation of Epicor 10. 3. select C:\Epicor\[product]\[product version]. 1. In the Epicor Administration Console tree view. Click Next on the confirmation dialog. click Finish. Click Next.1. On the Performance and Diagnostic Tool Setup welcome dialog. From the Help menu. To open the Performance Diagnostic Tool.500 Installation Guide Note If you have installed an update to the base Epicor ERP 10. you must use the updated installer. Accept the default Program group name or enter a name you want to use and define the installation scope. 7. 9. Epicor ERP 10. for example.1. accept the default installation path of select a different location in the tree. 6. Click Next. On the Choose folder dialog. Your screen may look similar to the following: 4. select the help option to open the Performance Tuning Guide. double-click the shortcut that was created on your desktop.1 application. 5.x.1. 114 New Installation of Epicor 10.Supplemental Installations Epicor ERP 10. You can select the Create shortcuts for all users of this computer or the Create shortcuts just for me option. For example. click Next.500 . 8. Use the information in the guide to run the tool.400. go to C:\Epicor\[product]\[product version]\Updates\[update version]. When the installation is complete. The Select destination server step displays. you can follow a similar process. 1. d.500 Installation Guide Supplemental Installations Chapter 14: Configure Application Request Routing Application Request Routing (ARR) extends Internet Information Services (IIS). 14.iis. ARR works with several protocol binding options. select the server. b.1 Install and Configure Application Request Routing Use these steps to install and add the Application Request Routing (ARR) extension to Internet Information Services (IIS). click Add roles and features.Epicor ERP 10. From the Main Menu. 3. Enable the Management Service feature in Internet Information Services (IIS) Manager (if you do not have it enabled): a.1. Click the Select a server from the server pool radio button option. click Next. c.500 115 . On your server machine. and then the ARR Server distributes the calls to either Server 1 or Server 2. improving network performance and load distributes to an application server with the capacity available to process it. navigate to http://www. the server farm can route incoming message calls to multiple application servers. The connection is secured through valid signed certificates. download and install the URL Rewrite extension (if you do not have it installed). In the Select installation type dialog.net/downloads/microsoft/url-rewrite. select the Role-based or feature-based installation option and click Next.1. This next graphic displays how you load balance your live system using the HttpsOffloadBinaryUserNameChannel protocol binding: the client sends calls to the ARR Server. In the In the Before you begin dialog. These instructions also describe how you set up ARR in your test environment and in your live environment.iis. Launch the Server Manager. 2. and click Next. To use other bindings with ARR.net/downloads/microsoft/application-request-routing. You define which calls to send each server by creating rules. New Installation of Epicor 10. Navigate to http://www. download and install the ARR extension (if you do not have it installed). This extension causes a server farm to also run as a load balancer between application servers. This section of the guide explores how you implement ARR with the HttpsBinaryUserNameChannel binding and the HttpsOffloadBinaryUserNameChannel binding. e. When ARR is installed. Increase your Proxy Time-Out Value. click Apply. The wizard indicates whether a new connection was successful. Within the IIS Manager. In the Proxy dialog. To do this: a. If you are ready. double-click the Proxy icon. f. In the Select server roles dialog. On the Connect to Server dialog. enter the full Server name and click Next. Set up remote connections to your servers. g. b. On your server machine.1. Click Yes to the Rewrite Rules warning message to create a default rule for the farm. h. 4. From the Connection Tasks pane. Right-click this node and select the Create Server Farm option.500 . b. 116 New Installation of Epicor 10. To do this: a. Select the Management Service option. On the ARR server. select the Connect to a server… option. When you finish. Connect Application Request Routing (ARR) to your servers. In the Actions pane. Click Next. click the Install button. Click Finish. i. The new server farm displays as a node on the tree view. d. g. c. Select your Server and double-click the Management Service icon. Click Next. h. Select the Enable remote connections check box. select which features you need. 6. d. In the middle pane. change the value of Time-out (seconds) to 10200 . for each added server. Your screen may look similar to the following: c.1. Repeat steps D-F to add all the servers you need to load balance. c. From the tree view. expand the Web Server (IIS) > Management Tools node. Select Farm. click the Start Page icon. In the Select features dialog. launch IIS Manager. repeat steps B-C to enable remote connections on all servers. expand the Server Farms node. expand the ARRServer > Server Farms node. b.Supplemental Installations Epicor ERP 10. e. Review your installation selections. Add the servers you need to the new web farm. To do this: a.500 Installation Guide f. 5. select Apply to save the change. e. c. However when you implement ARR in your live production environment. In the Specify a friendly name for the certificate field. While you set up the Epicor application in your test environment.500 Installation Guide Supplemental Installations d. enter a name for the test certificate. Use these temporary certificates to ensure your network is secure and has optimal performance. In the Actions pane of the Server Certificates dialog. Select a certificate store for the self-signed certificate. b. During testing you can use self-signed certificates. launch the Internet Information Services (IIS) Manager. b. On your server machine.Epicor ERP 10.500 117 . for example (https://[ARRServerName]) Note When you use the HttpsOffloadBinaryUserNameChannel binding. click the Create Certificate Request option. Specify the following data: • Common name • Organization • Organizational unit • City/locality • State/province • Country/region New Installation of Epicor 10. On your server machine. When you are ready to implement ARR in your live production environment. enter details about your organization. you first request a certificate from a certificate authority and then comple the certificate request. a. A certificate is created that connects to the ARR Server location. 14.1. these certificates must be valid and signed by a certificate authority. select Server Certificates.1. 1. c. Refer to the Add a Certificate section later in this guide for details on how to add this certificate to your server. In the Actions pane of the Server Certificates dialog. You can use this self-signed certificate within your test environment. a. To do this. the calls transport through HTTP and a certificate is not needed to communicate with the servers. From the Actions menu. Then from the middle pane. In the Distinguished Name Properties step. 2. Available options include: • Personal • Web Hosting f. you can create self-signed certificates. Click OK.2 Create Certificates Use these steps to create certificates which secure and authenticate the connection between the clients and the servers. From the tree view. d. select Server Certificates. Then from the middle pane. From the tree view. click the Create Self-Signed Certificate option. select the ARR Server. d. you must use valid signed certificates. The Request Certificate wizard displays. select the ARR Server. launch the Internet Information Services (IIS) Manager. Be sure this name easily identifies the purpose for the certificate. Set up the scheme setting to use the HttpsOffloadBinaryUserNameChannel binding: <add scheme="http" binding="customBinding" bindingConfiguration="HttpsOff loadBinaryUserNameChannel" /> c. In the File Name wizard. Click Next. h. return to the IIS Manager and select the Server Certificates option. g. Uncomment this behavior node: <behaviors> <serviceBehaviors> <behavior> <AddressFilterModeAny/> 118 New Installation of Epicor 10. Update the web. For example.config file on each server.config file. i. When you receive it. j. you need to configure the system to use this binding and then set up the ARR Server to use HTTPS. All of the load balanced servers must use the HttpsOffloadBinaryUserNameChannel binding. Click OK. When you use the HttpOffloandBinaryUserNameChannel protocol binding. The .Supplemental Installations Epicor ERP 10. but it will also impact system performance. 14. click the Complete Certificate Request option. In the Actions pane. enter ARRCert. The certificate authority generates the certificate for you. Enter a Bit length for the encryption key. Available store options include: • Personal • Web Hosting m. This value determines the security strength of the certificate.3 Set Up HttpsOffloadBinaryUserNameChannel Server Use these steps to set up your servers for the HttpsOffloadBinaryUserNameChannel protocol binding. navigate to C:\Epicor\ERP10\Server. e.1. A higher value will make the certificate more secure. open the web. Click Finish. In the Complete Certificate Request dialog. Refer to the Add a Certificate section later in this guide for details on how to add this certificate to your server. a. The Cryptographic Service Provider Properties pane displays. select from which authority you want to receive the certificate. This value helps you locate the certificate in your certificate store. k. l. The default value is 1024. On your server machine.500 Installation Guide Once you have entered these details. Use the Select a certificate store from the new certificate drop-down list to indicate where you want to place this certificate. For example. f. From the Cryptographic service provider drop-down list. Your application servers will then use the HTTP protocol binding.CER file is saved in the store you indicated. enter a name that helps you identify the certificate. Enter a Friendly name for the certificate. click Next. You can now use this valid certificate with your server. b. click the Browse (…) button next to the File name containing the certification authority's response field. and not an HTTPS protocol binding.500 . 1.1. right-click the [YourServerName] icon on the tree view again and select Start. Save and exit the web. Verify the server can open without any errors. The buttons activate on the right side of this dialog. In the Edit Site Binding dialog. you configure the system to use this binding and disable the SSL OFFLoad function. select the IP address for the site binding. From the SSL Certificate drop-down list. Select the certificate you want to use and click OK. specify a port for the connection. Repeat these steps on each server that you want to interact with ARR. New Installation of Epicor 10. d.config file. c.svc file. j.1. a. e. Update the web. open the web. Enter the Host name for the server. For example. 3.Epicor ERP 10.500 119 . select the https type. b.1. use Windows Online Help for information on how to add it. Within the IIS Manager. All of the load balanced servers must use the HttpsBinaryUserNameChannel binding. After the server has stopped. navigate to C:\Epicor\ERP10\Server. The available certificates appear on the Select Certificate dialog. 1. g. Right-click this node and select the Edit Bindings option. Close the Site Bindings dialog. k. Optionally. Now select the certificate. Click the Edit button. right-click the [YourServerName] icon on the tree view and select Stop. Note If the https type is not available in the list. select the IP address that will use the certificate. select the Require Server Name Indication check box.config file on each server.svc. enter 443. c. Click OK in the Edit Site Binding dialog. expand the [YourServerName] > Sites > Default Web Site node. navigate to https://[YourServerName]/[YourEpicorInstallation]/Ice/Lib/SessionMod. 2. f. In the Site Bindings dialog. Activate HTTPS on the ARR server: a. l. i.4 Set Up HttpsBinaryUserNameChannel Server Use these steps to set up your servers for the HttpBinaryUserNameChannel protocol binding. When you use the HttpBinaryUserNameChannel protocol binding. h. e. For example. For the Port. Click the Select button.config file. Notice you can also search for certificates. Within the IIS Manager. Define the HTTPS binding values on your ARR Server: a. For example. 14. Launch your browser and navigate to the SessionMod.500 Installation Guide Supplemental Installations d. On your server machine. b. d. clear the Enable SSL offloading check box. For the HttpsBinaryUserNameChannel protocol binding. c. To do this. Set up the scheme setting to use the HttpsBinaryUserNameChannel binding: <add scheme="https" binding="customBinding" bindingConfiguration=" HttpsB inaryUserNameChannel" /> c.500 Installation Guide b. you set up the application servers to interact with the Epicor Administration Console in a different way from how the web farm interacts with the system. You create or update the applications servers within the Epicor Administration Console. select the HttpsBinaryUsernameChannel binding option. In the tree view. Because of this. 120 New Installation of Epicor 10. A new ARR rule is automatically created and placed at the beginning of the URL rewrite rules. data transactions use HTTPS instead of HTTP. expand the Server Farms > ARR node.Supplemental Installations Epicor ERP 10. On the Routing Rules dialog. From the Endpoint Binding drop-down list. Repeat these steps for each application server you wish to load balance. This new rule contains https:// at the beginning of its action URL. b. select the Routing Rules icon. Click Deploy. 7.1.1. 4.config file. so it does not directly connect to AAR. Navigate to Epicor Administration Console. 2. On the middle pane. Repeat these steps on each server that you want to interact with ARR. disable the SSL OFFload function within the routing rules for the ARR Server. In the Actions pane. This program controls how the Epicor application interacts with the system. The application server now uses the HttpsBinaryUsernameChannel protocol binding. 6.500 . 5. Navigate to the Application Server Settings sheet.5 Configure Application Servers Use these steps to configure your application servers for using the HTTPS binding. Save and exit the web. This protocol is an intermediary binding that offloads the Secure Sockets Layer (SSL) both before and after the system can use the HTTPS binding. 14. set up your application servers to use the HttpsBinaryUserNameChannel protocol binding. 3. select your Server Management > [server] > [application server]. a. Within the IIS Manager. To change this. 2. 1. click Application Server Configuration. The request will now run as HTTPS on the application server. 7. Enter the Host name for the server. Expand the [ARRServerName] > Sites node. select Server Certificates. However if you are using self-signed certificates in your test environment. Export the self-signed certificate from the ARR Server. enter 443. the certificates on the ARR Server need to be exported. From the SSL Certificate drop-down list. navigate to IIS Manager. Important You can only export public key certificates (. Do not distribute self-signed certificates with private keys (. you need to complete the additional tasks described in the next section. Right-click the Default Web Site node and select the Edit Bindings option. a. You then import these certificates into the client machines 1.6. On your server machine. 1. The default web site for the ARR Server now uses the valid certificate you selected. c. Click the Select button. 9. In the Site Bindings dialog. If you need.Epicor ERP 10.500 121 . On the Edit Site Binding dialog. 5. New Installation of Epicor 10.6 Add Certificates These steps to add certificates to your live and test environments. enter a port for the connection. 14. For example. In the center pane of the Server Certificates dialog.pfx files) between clients. In the Port field. 3.2 Add Self-Signed Certificates (Test Environment) Use these steps to add self-signed certificates to your test environment. 11. If you are setting up your live environment. b. right-click the self-signed certificate you wish to export and select the Export option.6. On your server machine. 6. Click OK in the Edit Site Binding dialog. select the Require Server Name Indication check box. Select the certificate you want to use and click OK. launch the IIS Manager. 8. From ARR Server. To use self-signed certificates in your test environment.1 Add Certificate for Default Website Use these steps to add a certificate to use for Default Website in your live or test environment. Notice you can also search for certificates. 2.500 Installation Guide Supplemental Installations 14. select the IP address for the site binding. 10. your system is now load balanced using Application Request Routing. select the https type. select the IP address that will use the certificate.1. Click the Edit button. 14.cer files).1. 4. The available certificates display in the Select Certificate dialog. Supplemental Installations Epicor ERP 10.1.500 Installation Guide d. In the Export Certificate dialog, indicate the directory path where you want to export the self-signed certificate. Click the Browse (…) button next to the Export to field. e. In the Specify save as file name dialog, navigate to the directory path and folder you want to contain the export file. f. Enter a file name for the self-signed certificate. g. For the file type, select the *.* wildcard option. Click Open. h. Enter a Password and then enter this password again in the Confirm Password field. Click OK. The self-signed certificate (.cer file) is exported to your selected directory file location. 2. Import the self-signed certificate from the ARR Server into the Local Computer store on the client machines. This creates a secure connection between the client machines and the ARR Server in your test environment. a. On your client machine, from Control Panel, launch the Certification Manager. b. In the tree view, expand the Trusted People > Certificates node. Right-click the Certificates node and select the All Tasks > Import option. c. The Welcome step of the Certificate Import Wizard explains the purpose of the wizard. Click Next. d. On the File to Import step, click the Browse (...) button to find and select the self-signed certificate (.cer file). Click Next. e. Enter a Password for the certificate and click Next. f. Review your selection and click Finish. g. Repeat these steps on each client within your test environment. 3. Verify each client installation uses the correct connection to the server. To do this, update the .sysconfig file used to launch the client. a. Using your explorer, navigate to the config folder on your client installation. For example, C:\Epicor \[EpicorVersion]\Client\config. b. Open the .sysconfig file in a text editor like Notepad. c. Update the following settings: • If you use HttpsOffloadBinaryUserNameChannel, enter <AppServerURL value="https://[YourARRURL]" /> <EndpointBinding value="HttpsOffloadBinaryUserNameChannel" /> • If you use HttpsBinaryUserNameChannel, enter <AppServerURL value="https://[ YourARRURL]" /> <EndpointBinding value="HttpsBinaryUserNameChannel" /> d. Save the .sysconfig file. e. Now launch the Epicor client to verify it displays. f. Repeat these steps on each client in your test environment. 122 New Installation of Epicor 10.1.500 Epicor ERP 10.1.500 Installation Guide Supplemental Installations 4. If you use the HttpsBinaryUserNameChannel protocol binding, you next create self-signed certificates on each server machine. Because your test environment uses an HTTPS protocol, the system needs these certificates to ensure the security of the connection. a. On your server machine, launch IIS Manager. b. Create a self-signed certificate for the test environment. From the tree view, select the [YourServerName] node. Then from the middle pane, select Server Certificates. c. In the Actions pane of the Server Certificates dialog, click the Create Self-Signed Certificate option. d. In the Specify a friendly name for the certificate field, enter a name for the test certificate. Be sure this name easily identifies the purpose for the certificate. e. Now select a certificate store for the self-signed certificate. Available options: • Personal • Web Hosting f. Click OK. g. Repeat these steps for each server you want to load balance in your test environment. 5. Export the self-signed certificate you created on each server machine. Important You can only export public key certificates (.cer files). Do not distribute self-signed certificates with private keys (.pfx files) between clients. a. In IIS Manager, from the [YourServerName] node, select Server Certificates. b. In the center pane of the Server Certificates dialog, right-click the self-signed certificate you wish to export and select the Export option. c. In the Export Certificate dialog, indicate the directory path where you want to export the self-signed certificate. Click the Browse (…) button next to the Export to field. d. In the Specify save as file name dialog, navigate to the directory path and folder you want to contain the export file. e. Enter a file name for the self-signed certificate. f. For the file type, select the *.* wildcard option. Click Open. g. Enter a Password and then enter this password again in the Confirm Password field. Click OK. The self-signed certificate (.cer file) is exported to your selected directory file location. h. Repeat these steps for each server you want to load balance in your test environment. 6. Import the server certificates into the ARR Server. The ARR Server runs as a client machine to the servers, so the ARR Server needs to trust these servers through a self-signed certificate. To do this: a. In IIS Manager, from the ARR Server, select Server Certificates. b. In the Actions pane of the Server Certificates dialog, click Import. c. In the Import Certificate dialog, either enter the Certificate name or click the Browse (…) button to find and select the exported certificate. d. If the certificated was exported with a password, enter this Password value. New Installation of Epicor 10.1.500 123 Supplemental Installations Epicor ERP 10.1.500 Installation Guide e. If you want to export this certificate again, select the Allow this certificate to be exported check box. Click OK. f. Repeat these steps to import the server certificates for each server you wish to load balance. Because the client machines are connected to the ARR Server, they do not need the certificates from the servers. The client machines instead trust the ARR Server's certificate, so these connections are secure. Your test environment is now load balanced using Application Request Routing. 14.7 Manage Load Balance Use these steps to manage load balance. Once you have configured ARR to connect with the binding, you can then route all calls from a specific area of the Epicor application to a single server farm. This load balances the calls made against the system by pushing these specific calls out to a server farm designated to handle them. 14.7.1 Route Specific Calls to Server Farm Use these steps to route specific calls to a server farm. This example illustrates a configuration where one server farm, ARRMain, has two application servers as members. To load balance this system, you will next set up another server farm with one application server that will only process calls from the SalesOrder service. This reduces the calls sent to the ARRMain server farm. 1. Launch Internet Information Services (IIS) Manager. Under the Server Farms node, the ARRMain server farm displays. 2. From the tree view, right-click the Server Farms icon and select New Server Farm. 3. Create a server farm named ARRSales. 4. You are asked if you want to create the Rewrite Rule for the new server farm. Click No; you will instead manually create this rule. 5. The ARRMain server farm is currently processing all Epicor calls regardless from which source service they originate. To route specific service calls to the ARRSales farm, you manually create a rule. Click on the ARRSales server farm icon. 6. Now from the Actions pane, select Blank Rule. 7. In the Blank Rule dialog, you first set up the Match URL. From the Requested URL drop-down list, select the Matches the Pattern option. 8. You first set up the Match URL. From the Requested URL drop-down list, select the Matches the Pattern option. 9. From the Using drop-down list, select the Wildcards option. 10. Enter the Pattern. This limits the calls to the server to a specific service. For this example, enter *erp/bo/SalesOrder.svc; this server farm will only receive calls from the SalesOrder service. 11. To handle this example, you set up one condition. From the Logical grouping drop-down list, select Match All. 124 New Installation of Epicor 10.1.500 select HTTPS. enter SalesOrder. Now select the ARRSales server farm. Through this test. 7. select Route to Server Farm. Repeat this step several times. indicate you want all Sales Order calls to go to the ARRSales server farm. From the Check if input string drop-down list. Return to Internet Information Services (IIS) Manager. 5.Epicor ERP 10. This indicates only calls from the Sales Order Entry service are sent to the ARRSales server farm. Click the Server farm drop-down list and select the ARRSales option. e. Save the rule change. b. Expand the Conditions section and click the Add button. Repeat this step several times.2 Test Load Balance Use these steps to test the load balance. Click Edit. 8. select the https:// option. Now for the Pattern. Now for the Action.1. The Monitoring and Management pane displays again. a. For the Scheme. 9. 2. Click the server and select the Rewrite Rule option. Notice the ARRMain server farm does not receive sales order calls. For the Input protocol. Navigate to Order Management > Sales Order Management > General Operations > Sales Order Entry. Click on the ARRMain server farm. you can see if the calls sent from the SalesOrder service are routing to the server within the ARRSales server farm. 6. d. Select the Stop processing of subsequent rules check box.500 Installation Guide Supplemental Installations 12. Return to Internet Information Services (IIS) Manager. 1. Click on the ARRMain server farm. Once again the Monitoring and Management pane appears. 17. Prevent the ARRMain server from processing sales order calls. Log into the Epicor ERP application. 16. 14. 3. 14. 4. c. New Installation of Epicor 10. Select the Ignore case check box. Click New Project and then click Clear. Notice the service call messages display for Project Entry. 10. The Monitoring and Management pane displays. 15.500 125 .7.1. Return to the Epicor ERP application. Click New Order and then click Clear. select Does Not Match the Pattern. notice the sales order message calls display. Navigate to Order Management > Sales Order Management > General Operations > Project Entry. Click the Add button. 13. From the Action Type drop-down list. 11. 1.Supplemental Installations Epicor ERP 10.1. while all other calls run on the AARMain server farm.500 . You can continue to add more rules to further balance the load between the two server farms.500 Installation Guide The sales order calls now only run on the ARRSales server farm. 126 New Installation of Epicor 10. The Epicor Administration Console is installed during the Epicor application installation.1. In the User variables section.TMP 15. Click Environmental Variables. go to C:\Epicor\[product]\[version]\SupplementalInstalls\Administration. Right-click the setup. The Temp folder location opens in a browser. Chapter 15: Manual Installation and Conversion Issues Use this chapter to assist with manual installations or conversion issues. 3.2 Manually Install Epicor Administration Console Use these steps to manually install the Epicor Administration Console. if needed. use the following steps to clear out any existing temporary folders and files related to install aware processing. These temporary folders and files may exist due to prior upgrades that were not fully completed and they may cause your current upgrade to not install properly. The Installing Epicor Administration Console window appears. if needed. 1. 2. but it can be manually installed on a different server or reinstalled on the initial server. Click the Advanced System Settings link or the Advanced tab. 15. The location of the Temp folder differs based on your operating system. You may also need to install an update to the base Epicor ERP 10 application. Navigate to the Administration folder in the path where your Epicor application is installed. Click Next. skip to the last step in this procedure. • Select Start and right-click on Computer.500. Epicor ERP 10. 1. For example. 4. Note If you need to install an update to the base Epicor ERP 10.exe file and select Run as Administrator. type: %temp%.1.1 Verify Temporary Files Do Not Exist Prior to installing or migrating. A Welcome window appears. you can do one of the following: • Select Start > Run.x. New Installation of Epicor 10. Click Next. delete the following: • folders that start with MIA* • files that end with *.500 Installation Guide Appendices Part V: Appendices This part of the guide includes appendices to help complete your Epicor ERP 10 application set up and also provides additional troubleshooting information.1. To find the location of this folder. 2.Epicor ERP 10.500 127 . For example. for example. The Confirm Installation window appears. Go to your system Temp folder. In the command window. Click OK. record the value for the Temp variable. the browser could open to C:\Users\[UserId]\AppData\Local\Temp. Select Properties. In the Temp folder and subfolders.1 application. Click Next. 6. c. d. The Installing Complete window appears. Right-click Epicor Administration Console and select Send to > Desktop (create shortcut). 2. Click Data Source and view the values that defaulted into the screen from the Application Server setup. It is recommended that you open the log file to review the list of changes and any possible errors.500. • Clearing Use default login credentials results in being prompted for Windows credentials. 1. Verify that each user is set up as an Epicor user with the Domain and Domain ID entered in their user record (matching the domain and logon name of their Windows credentials). note the following: • Selecting Use default login credentials causes the Information Worker Client and Configuration Manager to use the credentials of the logged-on Windows user when either application connects with the Epicor application server. 15.1. For example. do the following: a.x. b. Set up the Information Worker users in Epicor. Epicor ERP 10. If your connection information and credentials successfully connect and authenticate. If you are prompted for credentials.3 Manually Set Up Information Worker Configuration If you use Epicor Information Worker and the initial configuration was not completed during when it was installed.1. If you also need to install an update to the base Epicor ERP 10 application. a success message displays.500 . • The setting chosen here becomes the initial setting for the Information Worker Client. a.exe file and select Run as Administrator. Each user can later set whether or not to use default credentials from the Epicor ribbon in the Information Worker-enabled Office applications. you can use these steps to manually set it up. Connect the default Information Worker Configuration to your Epicor installation. It is recommended that you open the log file in the Administration Console folder to review the list of changes and any possible errors. you can add an Epicor Administration Console shortcut to your desktop. b. 8. 3. Navigate to the AdministrationUpdates folder in the path where your Epicor application update is installed.1. In Information Worker Configuration Manager. d. go to C:\Epicor\[product]\[product version]\Updates\[update version]\SupplementalInstalls\AdministrationUpdates. in the tree. For Use default login credentials. Click Close. Optionally. To do this. c. Verify the Microsoft Office installation on the Information Worker user workstations complies with the Information Worker client system requirements. Epicor Information Worker must be configured before you distribute web site URL to Information Worker users. Exit the installation wizard when the process is complete. 7. enter the credentials that match what is set up for single sign-on in your user account in Epicor. for example. Click the Install button. navigate to Start > All Programs > Epicor Software > Epicor Administrative Tools. Click Test Connection.Appendices Epicor ERP 10.500 Installation Guide 5. 128 New Installation of Epicor 10. expand Configurations and expand Epicor. Right-click the AdminConsoleUpdater. 500 129 .1. 4. Click OK on confirmation. f. go to the Information Worker web site URL that you established when installing the Information Worker extension. and follow the instructions for installing the Information Worker Client.Epicor ERP 10.1. In the tree. New Installation of Epicor 10.500 Installation Guide Appendices e. From the workstation of one of your Information Worker users. right-click Epicor and select Deploy. Test the connection and client installer. 4. click the Settings tile. The client installation saves your user name and encrypts your password. select the PDF icon to download the specific user guide. the server. select the Allow save password check box. Under Epicor ERP 10. On the Home page. You cannot use this feature within 130 New Installation of Epicor 10. refer to the "Authentication Options" information in the Epicor Architecture Guide. Note If you did not activate the Allow save password check box on Password Policy Maintenance in the previous step. 7. 3. you must determine your user identity authentication method for accessing the Epicor ERP application. When you launch the Epicor ERP application. 16. 6.500 Installation Guide Chapter 16: Implement Single Sign On Use this chapter to implement single sign-on access to your Epicor ERP 10. The next time you launch this client installation. On the Preferences dialog. You configure the client. log onto EPICweb and select Documentation > User Guides. 2. To set up these accounts for Single Sign On. When you activate this functionality. In the Permissions section.1. option.2 Set Up Single Sign On (Windows Account) Use these steps to set up single sign on access using the same account you use to log into the Windows operating system. Through this method. 8. 9.1 application... they can decide whether they want to set up their client installation to automatically launch. For example. and the application server to authenticate logons through Windows. launch the Epicor ERP application. you automatically log into the application.Appendices Epicor ERP 10. Note that additional security implementation instructions are included in the Epicor ERP Implementation User Guide. you can also set up other applications to automatically login. 5.1. If you need additional information to make your decision. 1. 16. you bypass the logon window to directly access the menu. To download the user guide. Prior to implementing single sign on. the Automatically sign on check box is not available to select. Now when users log into the Epicor ERP application. Click OK.1 Set Up Automatic Sign On (Epicor Account) Use these steps to set up their Epicor user accounts to automatically sign into the Epicor ERP application.1.500 . to do this for your account. Click Save. you must use Windows authentication. Note This automated login feature only works within environments where you control access through the User Name authentication protocols (Windows TCP binding). Click the Preferences. Users can then access their complete environment. you create an encrypted login account that only works on the user's client installation. Navigate to System Setup > Security Maintenance > Password Policy Maintenance. select the Automatically sign on check box. Verify the General Operations setting group is selected. do not select this check box.500 131 . For example. open the web. the Epicor ERP application only uses this Domain User ID for the log in value.1.2. Click Save. • The server only runs Windows Authentication for all application servers. or Secure Sockets Layer (SSL) Channel authentication protocols. 1. Navigate to the \inetpub\wwwroot\<name_of_Epicor_appserver>\ directory.1 Set Up User Account Use these steps to set up a user account to use the Windows domain account. you indicate this user account is restricted to only use Single Sign On for logging into the Epicor ERP application. 2. if the user logs in through Windows authentication at the office but logs in through UsernameToken via SSL authentication while working remotely without a VPN connection. Windows Channel authentication. Using a text editor like Notepad. When you select the Require Single Sign-On check box.config file. 4. Access the Epicor server and launch a file explorer. 16. You do this in User Account Security Maintenance. Enter the Domain that the user accesses to log into the computer. 3. Tip When users log in automatically. do not select this check box. Navigate to System Setup > Security Maintenance > User Account Maintenance.500 Installation Guide Appendices environments that use token authentication. 2.2.Epicor ERP 10. 1.1. 3. Click the User ID field to find and select the user record for which you will activate the automated login feature. 16. the application only needs the Windows identity (Domain) User ID to determine whether the account can access the system. Select this check box when: • The user will only access the server through Windows Authentication. if one application server uses Windows authentication while another application server uses UsernameToken via SSL authentication. DO NOT select this check box when: • The server is configured for multiple application servers that use different authentication methods. The account password is ignored.2 Configure the Server Verify the web configuration file for the application server uses the Windows TCP binding configuration. • The user logs in through different authentication methods in different environments. Since Windows validates the password when the user first logs into the client machine. 5. Enter this user’s Domain User ID. For example. New Installation of Epicor 10. enter the Epicor User Name and Password for the Windows account. Click OK. launch the Epicor Administration Console. You update these properties in the Epicor Administration Console. 132 New Installation of Epicor 10. 7. click the Binding drop-down list and select the Windows option.500 . 16. Save your changes. Click Apply. comment out this additional setting. you do not need to enter the Epicor User Name and Password. Locate the line that begins with <add scheme=”. In the Authentication Credentials section. Information about the selected application server displays in the middle pane.3 Configure the Application Server You must configure the application server to use the Windows account. click Properties. Be sure to enter this value using the <Domain>/User Name format. On your server.1. 4. 2.Appendices Epicor ERP 10. and then the <ServerName> node. 1. 8. Expand the Server Management node. its task agent also uses this account to process the tasks users activate on client workstations. In the <Application Server Name> Properties dialog.1. Also be aware that all client installations that connect to the system through this application server will need to use this same Windows authorization setting. Your dialog may look similar to the following: Note Be sure that you only remove the comments from one <add scheme> setting.tcp" binding="customBinding" bindingConfigur ation="TcpCompressedWindows" /> . as the application server incorporates this account as a default property. The Windows account you set up on the server is automatically used. If another <add scheme> setting is active. Close the text editor.500 Installation Guide 4. 5. When an application server uses the Windows account. Use the tree view to navigate to the application server. 6. The server is now configured to use Windows authentication. the Epicor User Name and Password will be blank. Either remove the comments around this setting or modify it to display <add scheme="net. The application server now uses the same Windows account as the server. Select the application server you need to change. Tip The next time you display the <ApplicationServerName> Properties window. 5. 3.2. so these fields are inactive. From the Actions pane. Note In some versions of Epicor ERP. 6. sysconfig files with this Windows endpoint value.sysconfig) file on each client installation. The logon window no longer displays. Test the setup by double-clicking the Epicor ERP client icon. Save your changes.Epicor ERP 10. open the Config folder. Modify this setting to display <End pointBinding value="Windows" options="UsernameSslChannel|Windows|UsernameWi ndowsChannel" />. The Epicor ERP client is now configured to use Windows authentication.sysconfig file. the application launches directly to the Menu screen. Close the text editor.4 Configure the Client To complete the setup.2. 3.1.500 133 . New Installation of Epicor 10. Access the Epicor client workstation. 2. 8.1. you now update the configuration settings (. Be sure you update all client . 5. Launch a file explorer.500 Installation Guide Appendices 16. 6. locate the setting that begins with <SingleSignOn value=". Locate the setting that begins with <EndpointBinding value=". If you are making the Single Sign On feature mandatory for all users. Your file may look similar to the following: Note Remember that all client installations connected to this application server will need to use this Windows configuration setting. 4. This configuration file defines the settings that activate when the user launches the Epicor ERP client application. Change this line to display:<SingleSignOn value="true" bool="" /> instead. 1. Using Notepad or a similar text editor. 7. Navigate to the Epicor ERP client folder. open the [AppServerName]. 1 application from your server or Epicor ERP 10.1 application from your server. such as your databases. For example. Navigate to Control Panel > Programs and Features. On the confirmation dialog.1 and select Uninstall from the context menu. 1.1 application. 3.1 dialog. 4. click Next. select the program features that you want to add or remove from the current Epicor ERP installation. Note that the uninstall process deletes everything from the \Epicor\ERP10 folder. Note It is highly recommended that you create a backup of all your important files. Right-click Epicor ERP Version 10 and select Change from the context menu. The Epicor ERP features you selected are added or removed. 17. Click Next. It is also recommended that you save this backup in a safe location. Create a backup of your important folders and files.1.2 Uninstall Epicor ERP 10.1. The Install Wizard verifies Epicor ERP installation. click Next. On the Select components dialog. 1. prior to uninstalling the application. such as the C:\Epicor\ERP10 folder and its subfolders. 17. 4. Navigate to Control Panel > Programs and Features. 3.1 Application Use these steps to add or remove programs and features related to your Epicor ERP 10. prior to uninstalling the application. 2. Right-click Epicor ERP 10. To update the current installation.1 Application Use these instructions if you need to uninstall the Epicor ERP 10. On the completion dialog.1 client from your workstation. 134 New Installation of Epicor 10. 5.500 . This section also includes steps to uninstall the Epicor ERP 10.Appendices Epicor ERP 10. at a minimum. click Finish.500 Installation Guide Chapter 17: Changing or Uninstalling Epicor ERP 10.1 Add or Remove Program Features Use these instructions if you want to add or remove program features that are related to your Epicor ERP application. It is highly recommended that you create a backup of all your important folders and files. On the Uninstall Epicor ERP 10. click Next. Do not store your backup in the \Epicor\ERP10 folder. create a backup of the following folders: • \Epicor\ERP10\db • \Epicor\ERP10\custom • \Epicor\ERP10\csg • \Epicor\ERP10\server\reports 2. Extension applications include Web Access. To do this: • Windows 2012 / Windows 2012 R2. In the tree view. Manually delete any existing files and folders. 2. The Epicor ERP application is uninstalled. click Application Server Configuration. You must uninstall the previous installation if you plan using the same naming convention for the new instance of the extension. For example. Mobile Access. go to \Epicor\ERP10.1 client. On the server where your Epicor application is installed.1 Client Use these instructions if you need to uninstall the Epicor ERP 10.1. 3. 17. 6. Alternatively. it is not available to select. • Windows 2008 R2. New Installation of Epicor 10. The uninstall process may not delete files that were added or updated since the initial installation. To complete the uninstall process. On the Apps screen. 5.4 Uninstall Epicor ERP Application Extensions Use these steps to uninstall a previous installation of an Epicor ERP application extension from your server. Click the Extensions tab. Manually delete any existing files and folders. 1. go to the location where you initially installed the Epicor application. go to \Epicor\ERP10\Client. right-click the background and in the lower right corner select all Apps. For example. 1. on the Start screen. On the completion window. 6. press <Windows> + F to display the Charms bar and select Apps. select your Server Management > [server] > [application server]. and Information Worker. If the extension has not been fully or partially installed.Epicor ERP 10. Select File > Uninstall and choose the extension you wish to remove. On the server. navigate to Start > All Programs > Epicor Software > Epicor Administrative Tools > Epicor Administration Console. select Epicor Software > Epicor Administration Console. On the confirmation dialog. Enterprise Search.500 135 . Social Enterprise. 7. In the Actions pane.3 Uninstall Epicor ERP 10. Click the Browse button next to the Existing Deployment field and select the deployment to uninstall. Note that only fully or partially installed extensions display on this menu. On the server. Embedded Education Courses.1 client from your workstation.500 Installation Guide Appendices 5. open the Epicor Administration Console. Repeat these steps for any extensions you need to uninstall. 4. click Yes to confirm the removal of the Epicor ERP application. Go to the location where you initially installed the Epicor ERP 10. 17. 7. click Finish.1. 2. Select the Apps icon.1. change the Max Text Replication Size value to -1. MSDTC on server 'servername' is unavailable Error occurs when a stand-alone instance of Microsoft SQL Server exists in a cluster environment and is set to start automatically. To resolve. on the client workstation. If the host node is re-booted. Verify that the time is accurate according to the time zone. System Out of Memory If you are using the 32-bit client. change the Max Text Replication Size value. Error Message Possible Resolution Access to path is denied During the installation. Right-click the server with your database and select Properties.500 . 18. the time values that are set on the client and server are not accurate according to the time zone. as the MSDTC service is shut off.1 Review Error Message Resolutions Use this section to review error messages that may occur during your Epicor ERP installation and possible resolutions to those errors. go to Start > Control Panel > Date and Time. In Windows 8. go to Start > Control Panel > Date and Time. To resolve. Assembly binding warning is turned OFF When adding a new application server.Appendices Epicor ERP 10.500 Installation Guide Chapter 18: Troubleshooting This section of the guide can be used if you need assistance in troubleshooting any installation or migration issues. On the Epicor Web Access server.1. navigate to Control Panel > Administrative Tools > Services and start the Microsoft Distributed Transaction Coordinator (MSDTC) service. click Advanced. you may be trying to process too many dashboards or BAQs at one time. In the Select a page pane. To do this: Open your SQL Server Management Studio. Verify that the time is accurate according to the time zone. To avoid this error. Click OK. Agent. 136 New Installation of Epicor 10. you may receive this error if your server does not have the required roles configured. you may receive this error if the attributes of the file being processed are read-only. To resolve this issue. launch the Component Services application and Start the service. you must install and configure the Task agent defined. The authorization credential is expired While performing a search from a client workstation to the Epicor Web Access server. System Configuration problem. No default As a post-installation step. you may receive this error. consider using the 64-bit client since it uses more than 2GB memory which should avoid memory issues. Length of LOB data (xxxxxx) to be replicated When you have the Replication module enabled in SQL Server that exceeds configured maximum 65536 hosts your database. press the <Windows> +F keys to display the Search bar. Refer to the section "Getting Started > Perform Pre-Installation Steps > Configure Server Roles" for instructions on configuring your server roles. Under the Miscellaneous title. you may receive this error. Highlight the Training Database. 2. In the SQL Management Studio. • Deployment Server: The installation location of your Epicor ERP 10 environment. New Installation of Epicor 10. b. Enter the following details: • Name: The exact same name of the previous training database. Add the MaxUserPort parameter. Insufficient winsock resources available to To resolve this server error. expand Server Management > [Epicor Server]. Import the license file and assign it to your company. When complete.500 Installation Guide Appendices Error Message Possible Resolution Unhandled Exception (due to Turkish Format To resolve the error. To do this: In your Epicor application go to System Management > Company Maintenance > User. Click OK. Click OK to save. enter C:\Epicor\ERP10\ERP10. Click Start. select Stop Application Pool. 5. Browse to the location where you previously downloaded the license code file.1. To do this: a. the Setup on this task) Environment dialog process hangs on the "WCF http activation is enabled" task when Microsoft Updates are available and haven't been applied. you must add or update the complete socket connection initiation MaxUserPort value data in the registry file. Expand your Server Management > [Server] > [application server]. highlight the name of the Training Application Server and from the Actions pane. expand Database Server Management > [Server] and do the following: a.Epicor ERP 10. If it does exist. 3. To do this. Note that the reports are now correct but the report tool bar may display text in German.500 137 . To resolve the issue. Enter Value Data = fffe . 4.500. delete the existing Training Database. if it does not already exist.1. For example. open the parameter. The Edit DWORD (32-bit) Value dialog opens. right-click and select Remove Epicor Database. set the Format Culture to German to use that Culture) language format instead. In the Epicor Administration Console. WCF http activation is enabled (system hangs While creating or updating an application server. b.x. go to HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\services\Tcpip\Parameters. select German. 18. install the Microsoft Updates and reboot your system. Keep the Language set to Turkish. start the Training Application Server that was stopped in step 1.2 Restore Demonstration Database Use the following instructions to restore the Demonstration Database which is used for educational purposes along with the Epicor Education Module. Right-click the name of your SQL Server and select Add Demo DB. in the Format Culture field. Right-click the Licensing node and select Import License File. 1. Select the file and click Open to import the file.1. Save and close. In the Epicor Administration Console. For a specific user. NET\Framework\v4.Appendices Epicor ERP 10. double-click your company to open the Properties dialog. For this change to activate. 1.. Your user account must have administrator privileges for modifying Microsoft SQL Server values.30319\Config or C:\Windows\Microsoft. Log onto your server. b. 18.500 Installation Guide c. Click the Installation browse (.1. ERP101500. Update this setting to display the following values: <processModel autoConfig="false" minIoThreads="600" minWorkerThreads="300" maxIoThreads="1000" maxWorkerThreads="1000" /> 6.config file. 18. Right-click on the folder and select Explore to open Windows Explorer. 7. Using a text editor.config file. Start IIS Manager. 1. You can also use the following steps to bypass the free memory requirement check for the system to be able to start services when less than 5% free memory is available. open the machine.0. you either need to reduce demand (stop any application pool for an Epicor appserver that is not in use and any other process that is not needed) or to increase supply (add more RAM to the server). reboot the server machine. d. double-click on the licensing code file to open it. 138 New Installation of Epicor 10. In the middle pane. In the Properties dialog. You should see the <processModel autoConfig="true"/> setting. 2.config file. you need to increase the number of threads available to SQL Server for your system to handle larger user traffic. To do this: a. To do this.config file. Click Select.. 8. c.) to search for a list of installation license identifiers.web> section.500 . Click OK to save. Click the Companies node. 4. Save the machine. Locate your web.1. click the Modules tab. 3. For example. In the middle pane.30319\Config directory. 5.3 Increase Number of Threads Available to SQL Server If you get user traffic related errors. which means demand for resources exceeds the available supply.0. To prevent this error. Select the check box for each module you want enabled. Locate the <system. Navigate to your Epicor application server virtual directory.4 Change Free Memory Requirement If your Task Agent Event Viewer log includes the error "Memory gates checking failed because the free memory (xxxxxxxx bytes) is less than 5% of total memory" it indicates that the server is under-resourced for the amount of load on it. Select the appropriate identifier. update the processModel default settings in the machine. Repeat these steps so all application servers (AppServers) on your system use this <processModel> setting. Click OK.NET\Framework64\v4. Navigate to either the C:\Windows\Microsoft. publication_id WHERE C.MSpublications AS MSP ON MSA. 5. Run the following query to locate the tables and columns that may cause LOB issues: use <YourDatabaseName> DECLARE @textthreshold int set @textthreshold = 65536 SELECT SCHEMA_NAME(T.500 Installation Guide Appendices d. b. Use a text editor to open the original web.name as Data_Type. go to C:\inetpub\wwwroot\ERP101500\Server. C.1.columns as C ON T.publication_id = MSP. 3.DBO. For example.1. Close the text editor.publication as Replication_Publication_Name FROM sys.types as T2 ON C.schema_id) as Schema_Name.name AND MSA. Place a cursor at the end of that line and press Enter to add a new line. MSP. Exclude a table or column that causes the LOB data error from the Publishing Replication: a.tables as T INNER JOIN sys.source_object = t.object_id INNER JOIN sys.5 Manage LOB Data Replication The "Length of LOB data (xxxxxx) to be replicated exceeds configured maximum 65536" error may occur when you have the Replication module enabled in SQL Server that hosts your database.user_type_id INNER JOIN Distribution.500 139 .DBO. After this process is complete. T2. Paste the following on the new line: <serviceHostingEnvironment minFreeMemoryPercentageToActivateService="0" /> 6.object_id = C. Save the file.is_replicated = 1 New Installation of Epicor 10. You have several options to avoid this error: 1.source_owner = SCHEMA_NAME(T. Repeat the steps above for each of your application servers.config file in the root of the folder that opens. 2. 8. 7. 18. it is recommended that you recycle all of your application pools then restart the Task Agent service.MSarticles AS MSA ON MSA.user_type_id = T2. Log in to your SQL Management Studio. T.schema_id) AND MSA.config file. Create a backup of the web.Epicor ERP 10.name as Column_Name.publisher_db = db_name() INNER JOIN Distribution. C.Name as Table_Name. Search for the <system. Locate the web.max_length as Max_Length.ServiceModel> node. 4.config file. In the Objects to publish window. d. Click OK.2. the Max Text Replication size has no limit. e. Under the Miscellaneous title. Change the Max Text Replication Size value: a. Note If you use -1. Navigate to Replication > Local Publications. In the Select a page pane. click Advanced. Click OK.500 . d.1. This may reduce your system performance. Right-click the server with your database and select Properties. click Articles. c. g. e. change the Max Text Replication Size value. 2.1.500 Installation Guide AND (C. b.max_length = -1 OR C.3 c. Right-click the publication on which the error occurred or may occur and select Properties. You can either change this value to meet the length of LOB data from the error message or use the -1 value. clear the check boxes of the tables or table columns returned in the query results.Appendices Epicor ERP 10. In the Select a page pane.max_length > @textthreshold) ORDER BY 1. 140 New Installation of Epicor 10. Open your SQL Server Management Studio. f. To access this site.epicor. To create an account. go to http://support. . you need a Site ID and an EPICweb account.com. Additional information is available at the Education and Documentation areas of the EPICweb Customer Portal.
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