Epicor905 Install Guide SQL

Epicor 9.05 Installation Guide Windows MSSQL Database Version 9.05.600 Disclaimer Copyright © 2010 by Epicor Software Corporation. All rights reserved. Printed in the United States of America. No part of this publication may be reproduced in any form without the prior written consent of Epicor Software Corporation. Epicor, Vantage, and Vista are registered trademarks of Epicor Software Corporation. All other trademarks are property of their respective owners. Microsoft product screen shots reprinted with permission from Microsoft Corporation. Epicor Software Corporation makes no representations or warranties with respect to the contents of this document and specifically disclaims any implied warranties of merchantability, satisfactory quality or fitness for any particular purpose. The contents of this document are believed to be current and accurate as of its date of publication. Changes to this document between reprintings 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. Item Code: 90560-905 May 2010 Page 2 of 112 Epicor 9.05 Installation Guide : Windows MSSQL Database Version 9.05.600 Table of Contents 1. Perform Required Upgrades........................................................................................ Page 5 2. Set Up Test Environment............................................................................................ Page 6 3. Create Back Ups.......................................................................................................... Page 7 4. Epicor 9.05 Pre-Installation Steps............................................................................... Page 8 5. Install the Epicor 9.05 Server.................................................................................... Page 14 6. Install Latest Updates................................................................................................ Page 22 7. Install Epicor Administration Functionality ............................................................. Page 24 8. Install the Epicor 9.05 Client .................................................................................... Page 25 9. Post-Installation Steps on the Server ........................................................................ Page 28 10. Prepare Your Database for Epicor 9.05 .................................................................. Page 37 11. Log in the First Time .............................................................................................. Page 42 12. Restore Demonstration Database ............................................................................ Page 48 Appendix A: Configure 64-Bit Environments (If needed) .......................................... Page 54 Appendix B: Install Embedded Education Courses..................................................... Page 55 Appendix C: Install and Deploy Epicor Web Access .................................................. Page 69 Appendix D: Install Epicor Replication Server ........................................................... Page 74 Appendix E: Install Epicor SQL Server Reporting (SSRS)......................................... Page 79 Appendix F: Install and Configure Epicor Enterprise Search...................................... Page 85 Appendix G: Install Epicor Information Worker......................................................... Page 87 Appendix H: Configure Your Help System................................................................. Page 88 Appendix I: Upgrade to Infragistics NetAdvantage .................................................... Page 92 Appendix J: Install SonicMQ....................................................................................... Page 92 Appendix K: Set Up Multi-Company Functionality.................................................... Page 96 Appendix L: Review Configuration File Settings...................................................... Page 108 Appendix M: Uninstall Options................................................................................. Page 111 Epicor 9.05 Installation Guide: Windows MSSQL Database Version 9.05.600 Page 3 of 112 Review Configuration Settings . Patch) Install Epicor Administration Functionality .05 (optional) .Upgrade Service Connect 9.Upgrade Infragistics NetAdvantage .Install Epicor Replication Server .05 No Are you on the latest SP/Patch? Upgrade to 9.05 Post-Installation .Upgrade Epicor Portal 9.04.5 and Web Services 3.05 Pre-Installation .Version 9.04.05.Install Crystal Runtime.NET 3.05 (optional) .50x I am a New customer on 9.Set Up Multi-Company .Configure Your Help System .Run data conversions. Update Parameter File .5 and Web Services 3.Install Epicor SSRS .05 Client Software Install Epicor 9.Install OpenEdge 10.Install Epicor Education Courses .Configure 64-Bit Environments .Introduction Welcome to the Epicor 9.05 Installation Guide : Windows MSSQL Database Version 9.Download and install Microsoft Tools: .0 Runtime .Establish Progress AppServer security .Connect to Epicor and application servers .NET 3.Set up ODBC connections (new SQL only) .Install Epicor 9.05. Maintain customizations.Uninstall Options Prepare Your Database . Set Up system agent. Test BAQ / BAM / BPM / custom code Log In the First Time Restore Demonstration Database Epicor 9.05 Server Software Install Epicor 9.Download and install Microsoft Tools: .Install Epicor Information Worker .Share Epicor Folders . Hot Fix) .Start Client Installation from Epicor DVD .05 Server Install Latest Updates (Service Pack.0 Runtime . This guide explains how to install the Epicor 9.05 Client Epicor 9. Use the following process flow to determine your path through this comprehensive installation guide: I am an Existing customer on 9.Start Server Installation from Epicor DVD .05 is ready! Page 4 of 112 Epicor 9.Install Sonic MQ .600.Convert your database .Install Epicor 9.50xx (latest SP/Patch) Yes Set Up Test Environment Create Back Ups Epicor 9.Set up full-text searching (new SQL only) Optional Installations: .Install Epicor Enterprise Search .05 Installation Guide . stop and start servers New Customers: Set Up system agent (printing) Existing Customers: Import Booking Rules.600 .Install Epicor Web Access .Import license codes .2A (Service Pack.05 application system for new or existing customers. Note! If your Epicor application is at version 8. 2. you must first upgrade to Epicor 9. SQL or Linux/UNIX.40x to 9.9. Verify you have a valid User ID and Password for Epicor’s Customer Portal (EPICWeb).04. Use the instructions to upgrade your Epicor application from 8. If you do not have an Epicor customer User ID and Password. 1. 4.04 If you are an existing customer. it is very Epicor 9.04 guide for either Progress. If you are new to EPICweb.Creating TranGLC for posted PartTran. prior to installing Epicor 9.aspx From the 9.40x or earlier. Contact your Epicor consultant for assistance if necessary. Information includes: * * An Overview of the New EPICweb Change or Reset Your Password 1. your Epicor application must be upgraded to the latest version of 9.com).epicor.600 Page 5 of 112 .05. If you want to convert or create links from GL Journal detail to historical source documents. 3.05.com/doc/Pages/Epicor9.2 Verify Your Epicor Application is on Version 9. based on your database.epicor. 1.05.1 Verify Access to EPICWeb Use the following instructions to verify you have appropriate permissions to access the EPICWeb site. review the links available on Epicor’s Customer Portal home page. Additional conversions include: * 10080 . 6. download the Epicor 9 Installation . Verify you have Internet access at your workstation. 5. use these instructions to perform required upgrades before you start the installation.05 Installation Guide: Windows MSSQL Database Version 9. (http://support. 7. Verify you have completed the required steps in the “Run Additional Conversions” section prior to installing 9.03.04.03. Click this link to access the website: https://epicweb. Perform Required Upgrades For existing customers.04.50x.Perform Required Upgrades 1. request one by visiting our Epicor’s Customer Portal site. Specific upgrades are required based on your current system.04 section. Log on to EPICweb and go to the Documentation website. If you want to convert or create links from GL Journal detail to historical source documents.50x Service Pack and Patch Use this step to install the latest 9.600 . Click this link to access the website: https://epicweb. 1. log on to EPICweb and go to the Support website.05 Installation Guide : Windows MSSQL Database Version 9.506x Patch. * 10012 .4 Perform Upgrade to SQL 2008 If you use SQL.04 system. Custom tools such as personalizations.04 system. By using a separate testing environment.05. global alerts. use the instructions that came with SQL 2008 to install SQL 2008 on your database server.04.epicor. Be sure you install any Microsoft service pack and patch updates related to SQL 2008. such as custom tools. customizations.05 application. To use the Epicor 9.04. which helps ensure a successful upgrade. Business Activity Manager (BAM) events and Business Process Management (BPM) methods need to be tested and maintained prior to upgrading.04. 3. verify you have manually run Conversion 10080 . 2. Set Up Test Environment It is strongly recommended that you set up a test environment where you can test your current system files.05. prior to upgrading to Epicor 9. Page 6 of 112 Epicor 9.50x service pack and patch onto your 9. Business Activity Queries (BAQs).Set Up Test Environment important that you manually run this conversion prior to installing 9.05. You cannot run this conversion after you have upgraded to 9. 1. It is very important that you manually run this conversion prior to installing 9. you cannot run this conversion because the link between the historical data and the converted data is no longer available. SQL 2008 must be installed.Setting BitFlag Field 1. Use the Service Pack or Patch Installation Guide. After converting to 9. available on that same site.aspx Download and install the latest Service Pack and Patch onto your 9.05. for instructions.04.(Creating TranGLC for posted PartTran). Note! Do not skip this step if you want to convert or create links from GL Journal detail to historical source documents.05 because the link between the historical data and the converted data is no longer available.05.3 Install Latest 9.com/ Support/epicor9/downloads/Pages/default. 2. After you have upgraded your system to 9. download and install the 9. you will know what changes you have to make to your live system after the upgrade. For example. Copy your database into your test environment. use the instructions for setting up a new installation. 1. Verify that your backups are valid and can be restored if needed.600 Page 7 of 112 . Go to the location of the . Verify your test environment is separate from your live system. 3. Do not skip this step! 1. For SQL installations. 3. such as test. To test that your backup is valid. Save the reports as file names different from the standard report names. Do not skip this step! 1. 2. 5.05 Installation Guide: Windows MSSQL Database Version 9. restore your backup to a test area. the files are located in the \oe101c and \epicor directories. 3.05.05 without first testing the upgrade in a separate test environment. it is recommended that you detach the EpicorTrain904 database so that a new Epicor 9.1 Back Up Database and System Database and system backups are very important. Create a backup of your manufacturing software. 4.2 Back Up Customized Reports If you are using customized Crystal Reports. 3. Epicor 9. not your production area. 1. Create a backup of all your database files. Create Back Ups Create the following back ups prior to continuing with your installation. Create a backup of your other database files. train and pilot.Create Back Ups Note! Do not upgrade to Epicor 9. the report files must be backed up. 2. Go to your Crystal Reports directory. 3.05 training database version can be installed. Create a test environment of your system. For reference. 3. In a standard installation. 2. These backups are very important.mfgsys files on your client workstation.3 Back Up Custom Client MFGSYS Files Use the following instructions to backup your custom MFGSYS files. 7. Click Search.05 Pre-Installation Steps Use these steps prior to installing the Epicor 9. At the end of the service pack installation. The program unpacks the client files. Click Name to open the search feature.05. 1. train. Navigate to System Management . test.1 Review Epicor Application Dependencies Use the following information to review the dependencies within the Epicor application components and modules. and test with the . After the installation. the ClientZipInstaller program will automatically run and replace any client-side . 4. Repeat these steps for each customization you wish to export. See more detail in the Replication Server appendix. back up the default.mfgsys files that currently reside on the server.mfgsys files. 3. Select a customization to back up. Select Export Customization from the Actions menu. such as default. Select Customization as the Type. Create a backup of all the . 3. Click OK.mfgsys files. it is recommended that you create a backup prior to installing.Utilities. Page 8 of 112 Epicor 9.05 Pre-Installation Steps 2.05 application. Click Export to export the customization to the filename specified. you can run the ClientZipInstaller program anytime you need it. Epicor 9. updates the current mfgsys files and then repackages the zip file with the updated mfgsys files. you do not need to install Replication Server because you can use your SQL database.4 Back Up Customizations If you use customizations. 2.Epicor 9. For example. 6. 4. This ensures that the mfgsys files are ready for the service pack installation.600 . 5.05 Installation Guide : Windows MSSQL Database Version 9. * If you have SQL installed and you are using that SQL database for your transactional database. 4. Select Customization Maintenance. These backups can be used in case your current customizations do not convert properly. and pilot files. and you plan to use Epicor Enterprise Search. 8. train. 4.0 download site for download information.600 Page 9 of 112 . The installation of this driver allows the client ODBC connection to be successful. For a complete list of requirements.2 Review Software Requirements Software requirements have been updated for this release. you must also have Epicor Replication Server installed.05 Pre-Installation Steps * If you use Progress for your Epicor 9. * * * * * 4. the IIS Server name must not include the underscore character. To run the Epicor Administration Console. Epicor 9. If you have Customer Connect. the user will not be able to log in. and you plan to install Epicor Enterprise Search. including Embedded Education Courses. See the Microsoft Corporation website for IIS download information.05 application database. and Epicor Web Access. or Windows Server 2008 R2 must be installed on the server. * * * Windows Server 2003 Service Pack 2.05 Installation Guide: Windows MSSQL Database Version 9. If you use SQL or SQL Unicode and you are installing the Admin Tools and Schema Change shortcuts from the client workstation onto a Client Server Admin machine.05 application. See the Microsoft MMC 3. You must have the Microsoft Internet Information Services (IIS) installed in order to use several features of the Epicor application.05. you must have the latest Microsoft Management Console (MMC) 3.05 Hardware Sizing and Configuration Guide on the EPICWeb Support website. you must also download and install the Microsoft SQL Server 2008 Native Client 10. Use the following information to update your system. the service pack for that product must be installed on your system. Use the instructions that came with SQL 2008 to install SQL 2008 on your system. Windows XP Service Pack 2 must be installed on all Windows XP workstations. review the Epicor 9.0 or later installed. To use a SQL database with the Epicor 9. If the IIS Server name has an underscore character.3 Review Hardware Requirements Hardware requirements may have changed for this release. Windows Server 2003 R2. you must have SQL 2008 installed on your database server.Epicor 9.0 driver. Windows Server 2008. If you are hosting an Epicor Web Access site on the Epicor application server. 600 . 1. (http://msdn.6 Review Epicor 9. WSE will be replaced with WCF. If desired.05 release.Epicor 9. you can choose to continue with WSE and start transitioning over to the WCF version. * For more information on WCF.4 Verify Windows Server 2008 Compatibility If you have Windows Server 2008 installed on your server. 2. a firewall is installed.05 Feature Summary to learn about the features available in the Epicor 9. * * 4.05 Appservers.05 is compatible with two types of Web Services: WSE (Web Service Enhancements) and WCF (Windows Communication Foundation).5 Determine Web Service Type: WSE or WCF Use this information to determine which type of Web Service you will install later in the installation process. To access the 9.aspx) 4. It is recommended you use the WCF version. * If you are a new customer. Epicor 9. Page 10 of 112 Epicor 9. Instead. and you have already invested resources and time in Epicor Service Connect workflows or custom coding that use WSE. you do not double-click the file. log onto the EPICWeb Documentation site and click the link for Feature Summaries. With Windows Server 2008. click this link to read the article “What is WCF”.05. Note! You can also view the Feature Summary using the online help system.05. you can choose to start using WSE or WCF.microsoft.85). use the following steps to verify the compatibility with the Epicor Application. note that to open an executable file. Review the Epicor 9. If you use Windows Server 2008. If you are an existing customer using WSE.com/en-us/library/ms731082(VS.05 application.05 Installation Guide : Windows MSSQL Database Version 9.05 Pre-Installation Steps 4. Based on Microsoft development.NET 3. * If you use Windows Server 2008.05 Feature Summary. you right-click and select the Run as an Administrator option. The firewall needs to be disabled in order for connectivity from other machines to allow for administering of the Epicor 9.05 Functionality It is recommended that you become familiar with the features available in the Epicor 9. contact the Services group to learn more about upgrading or migration to Epicor 9. you also need to install Application Server and IIS with V6 compatibility.05 release prior to installing the Epicor 9.5 framework. Note that WCF is included as part of the base . The SQL installer does not show the codes.microsoft.05. To do this. This produces the required matching SQL_Latin1_General_CP1_CI_AS collation.600 Page 11 of 112 . searches on Parts Entry or Sales Order Entry will not work.com/_layouts/formserver. it only shows descriptions. you must reinstall SQL Server and select custom to allow a collation setting to be selected. if the collation does not match. Simply changing the databases to match a different system collation setting does not resolve the issue. use the following steps to verify your hardware requirements.xsn&OpenIn=Browser&Source=https://epicweb.aspx?XsnLocation=/FormServerTemplates/ Services%20Request. 4. Change the Compatability Level to SQL 2008 (100) for all databases that will run in the Epicor 9. Use these steps to verify your SQL database collation. which is the default for English (US) localized systems. The link is: https:// epicweb. 1. 3. This is an issue only when the SQL server is not localized for English (US). 2. This collation is not related to full text indexing.epicor. If the collation does not match. other full text indexed table searches will run fine. This collation must match the collation of the individual Manufacturing databases in order for queries to operate properly. fill out the Services Request Form. An example is Dictionary Order. The form is available on the EPICWeb Services site. SQL Collations. The Epicor 9.com/ services/Pages/default. The required selection is under Collation Settings. 1. Verify you have the following three types of workstations available: Epicor 9.8 Verify Prerequisite Hardware If you have a Windows 64-Bit installation.05 A typical SQL installation sets the default database collation to be dependent on the Regional Settings of the SQL Server. For example.epicor.aspx) The correct collation setting for Manufacturing databases is SQL_Latin1_General_CP1_CI_AS . click on the following SQL 2008 link: (http://msdn.Epicor 9.05 application does not support SQL 2005.05 Installation Guide: Windows MSSQL Database Version 9.aspx 4. Review the list of collation settings that are dependent on Regional Settings. Case-Insensitive.7 Set Up SQL Collation for Epicor 9. 1252 codepage.com/en-us/ library/ms143508.05 application.05 Pre-Installation Steps Note! To request assistance from Services. Client. Select Disable Error Reporting. Click Problem Reports and Solutions. 6. 5. This is a very privileged client or “super-client”. Page 12 of 112 Epicor 9.Server. . 1. The central machine that coordinates activity on the network. If you do not view your Control Panel by classic view.10 Download Latest Updates Use these steps to download the latest service pack and patch files that will be installed later in the installation process.9 Disable Error Reporting Use the following steps to disable error reporting on your workstation. 4.600 .Control Panel . Click the Advanced Settings button.05. 4. A client workstation for the administrator. 2. Right-click on Control Panel. The workstation hardware can have either a 32-bit or 64-bit operating system. 2. . Click on Change Settings in the left sidebar.05 Pre-Installation Steps .System. 3.05 Installation Guide : Windows MSSQL Database Version 9. Click Error Reporting. Turn off Problem reporting. This Windows Admin Workstation is available on the network. This step is recommended in order to save processing time by not automatically reporting software issues during installations. 4. click on System Maintenance. Using Windows Vista or Windows Server 2008 1. Navigate to Start . 3. Using Windows Server 2003 1. Log on to EPICweb and go to the Customer Portal Page. Click the Advanced tab.Windows Admin Workstation. Navigate to Support > Epicor 9 > Downloads. from which the installation should be run. Click OK until you exit.Epicor 9. 4. The workstation for the typical user. Progress on Windows (32 bit): PA90560xx-P.600.SQL Server (64 bit): SP90560x-S64.SQL Unicode 64: PA90560xx-SU64.EXE 4. Based on your environment.exe .05 application patch related to this installation.EXE .EXE .exe 7.Progress on Windows (64 bit): PA90560xx-P64.SQL Server 64: PA90560xx-S64.05. Download the latest Epicor 9.epicor.SQL Server (32 bit): SP90560x-S.EXE . Go to the OpenEdge/Version 10.EXE .05 Installation Guide: Windows MSSQL Database Version 9.com/Support/epicor9/Downloads 2. based on your environment: . select one of the following files: .05 application service pack related to this installation. Go to the OpenEdge/Version 10. download the HELP90560x. select one of the following files. For example.SQL Unicode: PA90560xx-SU. 6.2A directory. Download the latest Epicor 9.05 help content pack related to this installation. if one is available.EXE .Progress on Windows (64 bit): SP90560x-P64. select one of the following files. For example.Progress on Windows (32 bit): SP90560x-P. download the latest OpenEdge service pack file onto your machine.05 Pre-Installation Steps Note! You can use this link: https://epicweb.EXE . For example.05. download the latest OpenEdge hot fix file onto your machine. Based on your environment. For example.EXE file. Navigate to Epicor 9 > Version 9. based on your environment: .For Windows 32: 102ASP2.SQL Server: PA90560xx-S. select one of the following files: .Epicor 9.SQL Unicode (32 bit): SP90560x-SU64.EXE .EXE 5.EXE file Epicor 9.For Windows 32: Rl102asp0211hf. Download the latest Epicor 9.SQL Unicode (32 bit): SP90560x-SU.EXE .For Windows 64: 102ASP2x64.EXE .EXE .600 Page 13 of 112 . 3. For example.2A directory. 05 Server This installation creates the application directory on your server.NET 3. Click the following link to go to the Microsoft Download Center to Download Microsoft . Based on your environment.NET 3. instead of the Progress Explorer Tool. the server installation will not work.05 Installation Guide : Windows MSSQL Database Version 9. including the OpenEdge Management and Explorer Guide. 1.2A folder.microsoft.aspx?FamilyID=1F445589-818A-4E7B-B49BFFE9393E4D0A&displaylang=en). These files are also located on the Epicor 9.5 from the Microsoft Download Center website.5.Download the latest version of Microsoft . these instructions use C:\ drive but you can use any physical drive of your choice. Page 14 of 112 Epicor 9.05.NET Service Pack when you download . . (The link is: http://www. 5. download the necessary files.NET 3. click the following link to go to the Microsoft Download Center to Download Web Services Enhancements (WSE) 3.5 framework.05 Server .aspx?displaylang=en&FamilyID=ab99342f-5d1a-413d-831981da479ab0d7 . such as .5 installation includes the .For Windows 64: Rl102asp0211hf-64. For example.NET 3. Only use physical drive letters or UNC paths. Install the Epicor 9. 2.05 DVD in the OEManage folder. Note that WCF is included as part of the base .com/downloads/ details.Use the instructions provided on the website to guide you through the installation process.600 .0 Runtime.NET 3. 5. (The link is http://www.microsoft. If you want to install WSE. so you only need to install once. Note! Do not reference mapped drive letters in these instructions.com/downloads/ details.1 Install Microsoft Tools: . 8. If you need to use the OpenEdge Explorer.5 and WSE or WCF Runtime Use the following steps to download and install Microsoft tools.EXE file.NET 3. You must install the application on the server before you install the client on any workstations. Note! Review your decision to install either WSE or WCF which you determined during a Pre-Installation step. Note! The .NET and either WSE (Web Services Enhancements) or WCF (Windows Communication Foundation) from the Microsoft Download Center website. go to the OpenEdge/Version 10. If you use mapped drive letters.Install the Epicor 9.5 to your server. 4. Stop the OpenEdge database. Close all applications except Windows. The Welcome dialog box appears. The Select the Software to Install window appears. 2. 2. Epicor 9. Click OK.3 Start Server Installation Use the following steps to start the server installation. The Services window appears. The autorun feature should launch the Epicor 9.1C. 3. Sign on to the server and Windows Admin workstation as Administrator or Administrator equivalent. 5.Use the instructions provided on the website to guide you through the installation process.05 DVD in the Windows Admin workstation's DVD-ROM drive (D:\). Use the Progress Explorer Tool to stop the following functions in order: * * 3.05 Server . If not.05 Server option. Click Next. On the General tab. 1. Right-click on AdminService for OpenEdge 10. .1C — Progress Explorer Tool. Click Next. 5. click Stop. 5. and select Properties. 4. The Check Customer Center on the Web option appears. Select the Install Epicor 9.600 Page 15 of 112 .Download the latest version of Microsoft Web Services Enhancements (WSE) 3.Install the Epicor 9.2 Stop Appservers and Database Use the following steps to stop the appservers and database prior to starting the installation.05 Installation Guide: Windows MSSQL Database Version 9. 1.05 Installation program.0 Runtime to your server and Windows Admin workstation. choose Start — Run and enter the command: D:\setup.exe.05. The AdminService dialog box appears. Stop the Appservers. Existing customers (Epicor 9 /Vantage/Vista) need to select Start — Programs — OpenEdge 10. Click Next. Select Start — Settings — Control Panel — Administrative Tools — Services. Insert your Epicor 9. 4. Page 16 of 112 Epicor 9. click Install OpenEdge 10. Click Install Epicor 9. web server settings. On the Epicor 9.2A on your server and Windows Admin workstation You will need to reboot the server after completing this section. It is recommended you select a shorter path. If you plan to select the Typical/Automatic installation. and permissions.600 . such as C:\Epicor\oe102a. This includes manually specifying the software and working paths. you do not need to review this guide. 5.2A Use these instructions to install Progress OpenEdge 10. Note! If you are using Windows Server 2008. 2. Click Next. Select the OpenEdge folder location for the Progress software directory. Select the type of installation based on your current system: * OpenEdge Typical/Automatic Install — Select if the OpenEdge software should automatically specify web server settings and permissions. Instead. This is the preferred method of installation for existing systems that have a version of OpenEdge previously installed. Depending of which install you selected. The Progress OpenEdge Type of Install window appears. Review the 10.05 Server 5.05 Server.05 Installation Guide : Windows MSSQL Database Version 9.2A OpenEdge Getting Started: Installation and Configuration Guide (on the Progress Software Developers Network website) if you plan to select the Advanced/Manual type installation of OpenEdge. Click Next. For either selection. click Next. Launch the installation program and proceed to the Select the Software to Install window. 3. * 6. This is a preferred method of installation for systems that have never had OpenEdge installed. 1.2A.05 Server Setup menu.05. The Welcome window appears. use one of the following sets of steps: Typical/Automatic or Advanced/Manual: If you selected the Typical / Automatic Install option: 1.4 Install Progress OpenEdge 10. OpenEdge Advanced/Manual Install — Select if you want to customize how OpenEdge is installed. you must set up a workstation to act as the Windows Admin Workstation.Install the Epicor 9. A remote Progress Explorer Tool connection must be made from this Windows Admin Workstation to the server running Windows Server 2008 in order to monitor appservers and database status. the Progress Explorer Tool is not available. The installation runs and displays a minimized icon in the task bar. 7. The default directory is C:\Program Files\Epicor\oe102a. The Ready to Install window appears. 11. Click Next. select the destination and working path directories. select "Y". 10. Recommended paths are C:\InetPub\adminscripts and C:\InetPub\wwwroot.05. 6.05 Installation Guide: Windows MSSQL Database Version 9. If you selected the Advanced / Manual Install option: 1. Click Next. Click Next. On the Before You Start window. On the Language window. click No. When prompted.2A group. Click Install. On the Setup Type window. 7. Browse and select the Web Server Script directory and the Web Server Document Root directory. 3. Click Install. select the default language. 4. Click Next. If these are unknown. On the Previous Installation Settings.Install the Epicor 9.CFG. 3. Epicor 9. A status meter appears indicating the progress of the installation. Click Next. click Next. select the OpenEdge 10. If you leave the settings blank. 5. Click Next. 8. The OpenEdge 10. you are returned to the desktop. click OK at the alert message. On the Configuring / Installing Components window. . select the "Install Web Service Files" check box.compatible check box. On the Program Folder window.05 Server 2. Reboot your server. On the Web Server Type window. Recommended paths are \Epicor\oe102A and \Epicor\oe102A_wrk. 5. click Complete. 2. On the Select Server Engines window. select the Microsoft Web Server (IIS) or ISAPI . You may be prompted with registry warnings if the following file extensions have already been registered as configuration file types: . When the installation is finished. clear the Sonic ESB option. 6.2A window appears.DB. The Welcome window appears. Click Next. Clear the Copy static HTML files to Document Root directory check box. Click Next. Click Next. click Both. Click Next. 9. On the Destination and Working Path Directories window. If you need to install files for the web service. for each directory select C:\Epicor. 12. Enter the serial numbers for the products that you will be using.600 Page 17 of 112 . 4. 8. select your settings. select the security options for the Admin Server. 6.5 Install Progress OpenEdge 10. On the International Settings window. Click Next. click Stop. The installation program opens. 7. click Next. Click OK.Install the Epicor 9.600 . The installation can take up to 45 minutes on older machines. 18.2A. On the Admin Server Authorization Options window. . On the Summary window. Click Next. For existing users.DB.2A — Progress Explorer Tool.You may be prompted with registry warnings if the following file extensions have already been registered as file types: . select Start — Programs — OpenEdge 10.UDF. Go to the OpenEdge service pack file that you downloaded to your machine during a Pre-Installation step. Right-click on AdminService for OpenEdge 10. Click Next. Page 18 of 112 Epicor 9. Reboot your server. Click Next to confirm the summary information. 3. 17. 15. The Commit Shared Files window appears. . If you have configured the web server. The AdminService dialog box appears.2A Service Pack Use the following instructions to install the latest Progress OpenEdge service pack file on your server and Windows Admin workstation. configure the web services adapter settings. 5. When prompted to overwrite the registry entry and register this file extension as a Progress file. Note! Do not skip this step! 1. 4. Click Finish. accept the defaults. Select Start — Control Panel — Administrative Tools — Services.I. Click Next to confirm you have backed up your system files. Click Next. The Services window appears.05 Installation Guide : Windows MSSQL Database Version 9. and select Properties. 16. For example. Stop any OpenEdge App Servers or databases that may be currently running. If not. . The installation begins.exe file. 5. 14. .exe file or for SP2 (64-bit) go to the 102ASP2x64. On the General tab.05 Server 13.05. The installation proceeds. 2. for SP2 (32 bit) go to the 102ASP2. Double-click the OpenEdge service pack file.CLS. The Welcome window appears. 7. The installation program opens.7 Share the Epicor Folders Use the following steps to share the Epicor folders.05. For example. Go to the OpenEdge hot fix file that you downloaded to your machine during a PreInstallation step. 5. 5. The Service Pack installation is now complete.EXE Double-click the file. The Ready to Install window appears.EXE or for SP2 Hot Fix 11 (64 bit) Rl102Asp0211hf-64. Note! If you want to secure the folders. database and AdminServices functions. 1. click No and then stop the functions before continuing. go to Rl102Asp0211hf.05 Server select "Y". Click Finish.600 Page 19 of 112 . The Welcome window appears. Reboot your server. . Click Finish. Epicor 9. for SP2 Hot Fix 11 (32 bit) .2A Hot Fix Use the following instructions to install the latest Progress OpenEdge hot fix file on your server and Windows Admin workstation.Install the Epicor 9. your Administrator can change these values. select C:\Epicor\oe102A.Right-click on the \Epicor Software\Epicor905 folder and select Sharing and Security. Click Next. Select the OpenEdge 10. Click Next. On the C: drive. 8. Depending on your selection. If you are using Windows Server 2008. 9. Note! Do not skip this step! 1.05 Installation Guide: Windows MSSQL Database Version 9. The installation proceeds. Note! If you have not stopped the AppServer. 3. 2. 6. the files appear for review. For example. 4. Click Next. create the C:\Program Files\Epicor Software\Epicor905 folder if it does not already exist.2A directory as your Destination directory. 5. Click OK to confirm you have stopped the OpenEdge related functions. the steps may be slightly different.6 Install Progress OpenEdge 10. . It is recommended that you assign Full Control to each user folder. 2. The folder must be named Epicor905.05 Server Setup window. On the Epicor 9. Click OK. Click OK. . List Folder Contents. It is recommended that you assign Full Control to the Everyone group. It is recommended that you assign read-only permissions to Users. 3. . The Welcome window appears for installing the server software. .8 Install Epicor 9. and Read.05 Server Software Use the following steps to install the server software. Click Next.Click the Permissions button.Click the Security tab. This may take several minutes.05 Server Software option. . Add an Administrator and assign the Administrator Full Control. 4.Right-click on the folder icon and select Sharing and Security.Install the Epicor 9. 2. Select which Server platform option you want to run: . Read-only includes Read & Execute. Epicor905 displays as the default share name.SQL Unicode on Windows After selecting your platform option. .05 Server button. On the C: drive.Select the option to Share this Folder. Click Next. Page 20 of 112 Epicor 9.OpenEdge on Windows . Click OK to accept the permissions.Click the Permissions button. create the C:\Program Files\Epicor Software\EpicorData folder. Do not change the name.05 Server . Select the Install Epicor 9.Select the option to Share this Folder.Click OK to accept the share options. the InstallAware Wizard verifies that your software environment is compatible with your selection. EpicorData displays as the default share name. Launch the installation program and click Next to proceed to the Select the Software to Install window. select the Epicor 9.SQL on Windows . 5.05 Installation Guide : Windows MSSQL Database Version 9.05.600 . 1. where \\<servername> equals the machine name of the server. Click Next. Processing messages appear. The default installation directory for a 64-bit Windows install is C:\Program Files (X86)\Epicor Software\Epicor905 or specify a different drive location. Click Next. click OK. Would you like to try again?” message.05 Installation Guide: Windows MSSQL Database Version 9. most likely because you selected a SQL Instance that is not SQL 2008 or later”. The default is \\<servername>\Epicor905\. The Destination Location window appears. After the Client Files Installer configures the client.On that same window. 8. prompting for the UNC path name for the Share directory for clients. The server software installation is complete.05.If prompted with a message that “The SQL Database restore failed. On the Finish window. the installation is complete. Enter the paths of the installation directory and the printer work directory.. 12. select a location where you want the SQL databases (. Click Next. The default printer work directory is C:\Program Files\Epicor Software\EpicorData or specify a different drive location. This is normal. Click Next. The Microsoft SQL Server Instance window appears. * * * * The default installation directory is C:\Program Files\Epicor Software\Epicor905 or specify a different drive location. click Finish. click Exit. The Wizard completion window appears. 7. .Install the Epicor 9. Epicor 9. . When prompted with a “SQL Connection failed. prompting for the destination path for the software and for the printer work path. 11. Click Next after specifying the locations. Browse and select your SQL 2008 instance. If prompted to confirm exiting the setup program.05 Server 5. The Start Installation window appears. click OK. 10. This is normal. This may take several minutes. The Server Setup window appears.mdf) files installed. 6. The installation continues. 9.600 Page 21 of 112 . The default printer work directory for a 64-bit Windows install is C:\Program Files (X86)\Epicor Software\EpicorData or specify a different drive location. On the Server Setup window. click Cancel. Browse to find a location or select the default which is C:\Program Files\Microsoft SQL Server\MSSQL\Data. Click Next. Select Properties. 1.1 Verify Specific Folders are Not Read-Only Use these steps to verify that the Client. 7. 3. patch and help system patch on your system. Click Next. 6.600 . The Apply changes to this folder. Click OK to exit the Client Properties folder. Click Next. Go to the location where your Epicor 9.05 service pack on the server.Install Latest Updates 6.05 service pack. 4. Enter the directory where your OpenEdge files are located. 2. Click Next. Go to the directory where you downloaded the latest service pack file. For example. Click Apply. Repeat the previous steps for the ClientServer folder. A confirmation window appears.05 Installation Guide : Windows MSSQL Database Version 9. 6.05 application is installed. unselect the Read Only check box. 6. Double-click on the file to run it. subfolders and files option is selected by default. Page 22 of 112 Epicor 9. Install Latest Updates Use these steps to install the latest Epicor 9. 9. 6. Click OK. 2. 8. 1.05. Repeat the previous steps for the Server folder. ClientServer and Server folders are not readonly. go to C:\Program Files\Epicor Software\Epicor905. Right-click on the Client folder. A Welcome window appears. 5. These folders need to have write access so that files can be added to them during the installation. 5.2 Install Epicor 9. The Confirm Attribute Changes dialog appears. Enter the directory where your program files are located. 4. On the General tab.05 Service Pack on the Server Use these instructions to install the Epicor 9. Click Yes to proceed. 3. If prompted.ver file is incomplete. The Epicor application service pack is now installed. 6. 2.05 Installation Guide: Windows MSSQL Database Version 9. You might be prompted to verify your server name. 8. Click Finished.Install Latest Updates 7. You may be prompted to verify your server name. Click Next. select the appropriate option and click Next. A Welcome window appears. Double-click on the file to run it. stating that the application service pack installation is complete.05. Epicor 9. Click Yes to proceed. Note that this prompt is only displayed if your mfgsys. 6. The Start Installation window appears. 4. stating that the application patch installation is complete.05 Help Content Service Pack Use these steps to install the Epicor Help Content Service Pack on your system. Enter the directory where your program files are located. A message appears.05 patch on the server. operating system or database type.05 Patch on the Server Use these instructions to install the Epicor 9. The Epicor application patch is now installed. 3. Double-click on the file to run it. Enter the directory where your OpenEdge files are located. 6. 9. operating system or database type. Go to the Epicor 9. 1. Click Next. 8. 7. The Start Installation window appears. Go to the directory where you downloaded the patch file. If prompted. Click Next.05 Help Content service pack file that you downloaded during a Pre-Installation step. 1. A message appears.3 Install Epicor 9. 2. select the appropriate option and click Next. Click Next. 5. A confirmation window appears. Click Next. 9. if a patch is available. Click Finished.600 Page 23 of 112 .4 Install Epicor 9. exe file. The files are installed. 6. Go to the directory where your Epicor application is installed. Click Finish. A completion message appears. click the Install Administration Console button to start the installation. click Next. A Welcome window appears.Install Epicor Administration Functionality 3. click Close. When the installation is complete. 4. On the Epicor Utilities Setup dialog.05 application. Double-click on the EpicorUtilities. 5. click Next. 7. you must use these steps to configure the Windows Admin Workstation. Enter the directory where your program files are located. 7. including the Epicor Administration Console and Windows Admin Workstation. click Next.05. 4. On the Welcome to the Epicor Utilities Setup wizard. On the Welcome dialog. but they cannot be run on a server that already has a 64-bit version of OpenEdge installed.2 Configure Windows Admin Workstation (64-bit Only) If you installed the 64-bit versions of OpenEdge and the Epicor 9. go to C:\Program Files\Epicor Software\Epicor905. The Help Content Pack is now installed. Click Next. The Epicor Administration Console is now installed. 7. On the Confirm Installation dialog. These steps can be run on a client or server machine. Install Epicor Administration Functionality Use these instructions to install administration functionality. Page 24 of 112 Epicor 9. 1. 3.1 Install Epicor Administration Console Use these steps to install the Epicor Administration Console on your server or Windows Admin Workstation.05 Installation Guide : Windows MSSQL Database Version 9. 7. 2.600 . if needed. 6. Click Next. For example. Click Next. The Start Installation window appears. 5. 2A Hot Fix section of this document for instructions. The installation of this driver allows the client ODBC connection to be successful.1 Before You Start Use the following instructions before you install the client. Be sure to log in as the Local Administrator on the client workstation. See the Install Progress OpenEdge 10.05 Client section of this document for instructions. 6. 1.A Hot Fix.05 Client. Apply the 32-bit version of Progress OpenEdge 10. 2. Apply the 32-bit version of Progress OpenEdge 10. 5. Install the Epicor 9.05 and Epicor 9. 1. Verify that your machine does not have a 64-bit version of OpenEdge installed. Note! During the installation. You must complete all the steps in that section. 8. See the Install Progress OpenEdge 10.Install the Epicor 9. Note! During the installation.600 Page 25 of 112 .A.05 Installation Guide: Windows MSSQL Database Version 9. 2.05.2. See the Install the Epicor 9.2. Install the 32-bit version of Progress OpenEdge 10. If you use SQL or SQL Unicode and you are installing the Admin Tools and Schema Change shortcuts from the client workstation onto a Client Server Admin machine.2A section of this document for instructions. you must also download and install the Microsoft SQL Server 2008 Native Client 10.2A Service Pack section of this document for instructions. 8. you have the option of also selecting the following check boxes to create additional shortcuts: Epicor 9.05 Client Use the following instructions to install the Epicor 9. 4. See the Install Progress OpenEdge 10.05 Client Note! The 32-bit and 64-bit OpenEdge Software cannot be located on the same machine.05 client on your workstation.05 client machine.05 MES. be sure to select the following check boxes to create the shortcuts: Epicor Admin Console and Epicor Schema Change. 3.0 driver. Epicor 9.A Service Pack. if this Windows Admin Workstation machine will also be used as a normal Epicor 9. if this Windows Admin Workstation machine is where you plan to run the Epicor Admin Tools and Epicor Schema Changes. Install the Epicor 9. Verify you have Internet Explorer version 6 (or greater) installed on each workstation.2. NET 3.NET 3. On the client workstation.Download the latest version of Microsoft .microsoft. click the following link to go to the Microsoft Download Center to Download Web Services Enhancements (WSE) 3.5 from the Microsoft Download Center website.3 Install Epicor 9. Note that WCF is included as part of the base .5 framework.05 Installation Guide : Windows MSSQL Database Version 9. If you want to install WSE. 3. Page 26 of 112 Epicor 9.Use the instructions provided on the website to guide you through the installation process. Double-click to run the Epicor9Client. Note! Review your decision to install either WSE or WCF which you determined during a Pre-Installation step.2 Install Microsoft Tools: . .com/downloads/ details. (The link is http://www. 1.Download the latest version of Microsoft Web Services Enhancements (WSE) 3.5. 2. .05 was just installed.Install the Epicor 9. 1.600 . (The link ishttp://www.05 Client Software. Note! The . The Epicor 9.NET 3.05 Client Setup menu opens.5 and WSE or WCF Runtime Use the following steps to download and install Microsoft tools.05 Client Software Use the following instructions to start the client installation.com/downloads/ details. New customers or existing customers who are adding a new client workstation should use the following instructions to install the Epicor 9.05 client.5 to your workstation. Go to the Epicor905 folder.aspx?displaylang=en&FamilyID=ab99342f-5d1a-413d-831981da479ab0d7 . 2.05 Client 8.NET 3. Click Install Epicor 9.0 Runtime.NET Service Pack when you download .5 installation includes the .aspx?FamilyID=1F445589-818A-4E7B-B49BFFE9393E4D0A&displaylang=en).Use the instructions provided on the website to guide you through the installation process. such as . 8.05.microsoft. .NET 3.0 Runtime to your server and Windows Admin workstation. use Windows Explorer to navigate to the server where Epicor 9.msi file.NET and either WSE (Web Services Enhancements) or WCF (Windows Communication Foundation) from the Microsoft Download Center website. Click the following link to go to the Microsoft Download Center to Download Microsoft .NET 3. 05 database from this workstation.05 Client 4. where <servername> is the machine name where the server installation was done. 8. 7. The Ready to Install the Application window appears. Click Next. click Browse to navigate to a destination folder. . 1. Select the Create Desktop Icons check box to create the following shortcut icons on your client desktop. 10. The Shortcut Creation window appears. Page 27 of 112 Epicor 9. For example. click Finish to complete. If prompted. Click Next. . you can use C:\Program Files\Epicor Software\Epicor905. you can also select the following check boxes to create icons in your program menu: * * * Create Training Icons: Select this checkbox for training icons that can access the training database.4 Copy Shortcuts for All Users Use these steps to make the shortcuts available on the Start menu for all users.Epicor 9. On that same window. When finished. 8. 5. Click Next. 6.05 Installation Guide: Windows MSSQL Database Version 9.05 MES: Select this checkbox to run the Data Collection programs from this workstation.For the Server Share Location. The Welcome window appears for installing the client software. Click Next. 2. . 11. 9.For the Client Destination.05. The Destination Folder window appears. Copy the Epicor905 folder. For example: C:\Documents and Settings\<user>\Start Menu\Programs\Epicor Software.05: Select this checkbox to run your Epicor 9. reboot the workstation at this time. Create Test Icons: Select this checkbox for test icons that can access the test database. Go to the location where your system is installed.600 . use \\<servername>\Epicor905. .Install the Epicor 9. Create Pilot Icons: Select this checkbox for pilot icons that can access the pilot database.Epicor 9. Specify the Client Destination and the Server Share Location path. 1 Install Crystal Reports 2008 Runtime Use the following steps to install Crystal Reports 2008 Runtime on your server and Windows Admin workstation. 3. Page 28 of 112 Epicor 9. Go to the Third Party Products / Crystal directory. 9.Copy the text and paste it into the Product ID field. do the following: . This step is only required if you plan to print Crystal Reports forms from the server. Double-click to run the EXE file. For example. 6. . 4. 1.com/Support/epicor9/Downloads 2. For example. Click Next.05. If prompted.Using a text editor. run the CRRuntime_12_0_mlb. Log on to EPICweb and go to the Customer Portal Page. confirm the installation. Go to one of the following locations. When prompted for the Product ID. 7.epicor.txt file that was extracted in a previous step. Click Next. Paste the Epicor905 folder. open the License Key. download Crystal_2008_Runtime. 8.exe file. 9. Review the o agreement information. Navigate to Epicor 9 > Version 9. Note! You can use this link: https://epicweb. Download the latest Crystal 2008 Runtime file. .Click Next.05.05 Installation Guide : Windows MSSQL Database Version 9. The Welcome window appears for Crystal Reports 2008 Runtime. Click Next. based on your operating system: * * Windows 2003/ Windows XP: Documents and Settings\All Users\Start Menu\Programs\Epicor Software Windows 2008/ Windows 7/ Vista: Users\Public\Start Menu\Programs\Epicor Software 4. Select I accept the License Agreement. Navigate to Support > Epicor 9 > Downloads.zip. Post-Installation Steps on the Server Use the following instructions to set-up your server after installation. 5.600 . Unzip the file.600.Post-Installation Steps on the Server 3. pf . Using the admin logon account specified above.MfgTrain.Mfgsys. if you have 8 GB of RAM available on the server. 9. 2. 1. click Finish. 4. 1. For example.05 Installation Guide: Windows MSSQL Database Version 9. Save the file.600 Page 29 of 112 . On the server where your Epicor application is installed. Find the -Bt 4096 parameter entry. Verify that the account has administrative rights on the server where Progress OpenEdge 10 is installed.3 Establish Security for Progress AppServer Use the following instructions to setup security and allow necessary privileges for the Progress AppServer software. as an administrator. Create an account. Establishing an administrative account 1. select Control Panel — Administrative Tools — Local Security Policy. The available parameter files include: .Post-Installation Steps on the Server 9. to keep your company’s security requirements current. increase the number to 8192. With a text editor.pf . open the parameter file for the database you want to configure. Establishing Local Security Policy Use the following instructions to establish the local security policy.pf 3. or use an existing account.MfgPilot.pf .2 Update Basic Parameter File Settings Use these steps to improve database performance if you have more than 4 GB RAM on the server where your Epicor application is installed. not just after installation. 2. The installation proceeds. When it is finished. Increase the 4096 to a higher number based on the amount of memory available.05. These instructions can be used anytime. 9.MfgTest. The account can be local (only to the server) or a domain account (usable anywhere). Epicor 9. navigate to the Server\Config folder. right-click AdminService for OpenEdge 10. 3. 7. You will connect these accounts through Progress Explorer. To set up the service account. Then exit the Services window. right-click AdminService for OpenEdge 10.600 . select Local Policy — User Rights Assignment.Adjust memory of quotas for a process . 6. To do this.05. Click OK.Replace a process level token Establishing the AdminService Setting Use the following instructions to establish the AdminService setting. On the left pane. Use the Progress Explorer Tool to verify that your appservers and databases are not running. In the right panel. select Control Panel — Administrative Tools —Services. double-click each of the following Policies. and add the domain User Account of the user or group with system administrative rights for the server. 3. Again. click This Account. the user or group must have administrative rights for the whole server.Log on as a service . Page 30 of 112 Epicor 9. .2A and select Properties.Post-Installation Steps on the Server 2.Create a token object .Act as part of the operating system . In the Log On section. Verify that the AdminService is stopped.Create permanent shared objects . 1.05 Installation Guide : Windows MSSQL Database Version 9.2A and select Stop if the service is running. 5. Using the admin logon account specified above. 4. 2.Log on as a batch job . Click Start to start the service. and specify the same user or group as with the Local Security Policy settings. you are required to use the more fully featured and resource-intensive Microsoft Search Service. Be sure to install any Epicor Portal service packs after the portal installation. the need for keyword searches on certain fields is required. SQL Server does not allow the same. However.05. Test your system to verify that Epicor Portal works successfully. you must upgrade to the latest version. Run the runtime version of Service Connect 9. 9. quicker searches that Progress natively allows.05.05 Installation Guide: Windows MSSQL Database Version 9. Click this link to access EPICweb: https://epicweb.600 Page 31 of 112 .5 Upgrade to Epicor Portal 9. The Full-Text Catalogs are separate files of proprietary data structures. Test your system to verify that Service Connect works successfully. 1. The Microsoft Search Service uses Full-Text Catalogs to perform word searches on specific fields in the database.05 If you use Epicor Service Connect. such as Epicor Portal 9. 2. The following information reviews the approach to keeping these Catalogs up-to-date while minimizing the impact of the refresh process on the overall server performance.4 Upgrade to Service Connect 9. Locate the Epicor Portal 9. you must upgrade to the latest version.Post-Installation Steps on the Server 9. These files are not automatically updated along with the rest of the database. Use the following instructions to upgrade to the latest Epicor Portal version. 2. 1.com/Support/epicor9/Downloads Complete the instructions to upgrade your portal installation. Go to the directory where your system is installed. 9. Use the following instructions to upgrade to the latest version of Service Connect. less featured. established for the purpose of evaluating ‘Contains’ and ‘FreeText’ queries. Full-Text Catalogs must be “refreshed” on a periodic basis for them to reflect current data.05 Installation Guide. In order to fulfill this need. Epicor 9. 3. such as Service Connect 9.epicor. 3.6 Setup Full-Text Searching on MS SQL Server To emulate the Progress database engine on Microsoft SQL Server.05 If you use Epicor Portal.05.05. You may need to register a new SQL Server.Building Full-Text Catalogs Populating Full-Text Catalogs requires a great deal of processing power and substantial writes to the Disk subsystem on the server. 3. you benefit greatly from moving the catalogs to separate disks to avoid contention for the disk when writing the catalogs.05 Installation Guide : Windows MSSQL Database Version 9. Starting the MS SQL Search Service 1. Enabling Full-Text Search for Your Database After starting the MS Search Service.05. open SQL Server Management Studio. and Incremental Population which refreshes only the parts that have been changed. To verify that MS Search Service is running on the server. The server’s resources will dictate how well you can avoid this bottleneck. The noise file feature is targeted more at the evaluation of text where there are many filler words that are unimportant for searching. To do this. Follow the prompts to set this up. Another variable in the creation of the Catalogs is the ‘Noise’ files used. Due to this. Since populating (refreshing) the Catalogs is done on a regular basis and since the process can be intensive. However. you need to enable the full-text searching on the Page 32 of 112 Epicor 9. and the number of changes.Post-Installation Steps on the Server Review the Process .600 . select Start — Control Panel — Administration Tools — Services. optimizing performance is an important part of optimizing the overall database server. Noise files contain any words or characters to be skipped in the creation of the Catalogs. Incremental populations take on average about one-third the time of Full populations. server resources. Rightclick and choose New SQL Server Registration. Since our description fields largely do not contain actual text. SQL Server allows two “refresh” options: Full Population which refreshes the entire catalog from the metadata in the database. Results vary based on the placement of the catalogs on the disks. Confirm that the following Services are set: * * * SQLServer SQLServerAgent Started Started Automatic Automatic Automatic SQLServer FullText Search Started For any services that are not started. start the service and change the startup configuration if needed. Register the server by selecting SQL Server Group. More than one Catalog being built onto a disk results in Catalogs competing for space. the noise files are blank since this allows searching on most everything. 2. The Catalogs are separate files. right-click on the database that you want to enable full text searching and select Properties. In the Select a page section on the left side. 1. 2. and edit it in a text editor to specify a different drive. For example. Consider this.bat. (All SQL scripts are located in this path.05 Installation Guide: Windows MSSQL Database Version 9. For performance reasons. Double-click to run the file. This batch file places the Catalogs on the E: drive and in the single folder called FullTextCatalogs. In SQL Server Management Studio. If you want to change the location from E:.). select the Files option. 2. 'create'. Defining the Catalogs After enabling full-text search on the database. Save and close the file. you need to you need to enable the fulltext searching on the specific database. Open Query Analyzer and connect to the MSSQL Server running the Epicor905 database. you need to define the Catalogs. For example. change the e: to d: to specify the D: drive.bat file is configured to use Drive E:. Note! The MSSQL Full Text scripts are available in the following folder: C:\:Program Files\Epicor Software\Epicor905\server\sql. tables. This file is located in C:\Program Files\Epicor Software\Epicor905\server\sql.600 Page 33 of 112 . right-click on the file. along with the times that you will run the jobs. 1. you need to perform step 6 in the following steps to drop the catalogs then you can re-edit the scripts and jobs to reflect the new strategy. Review each catalog ‘create’ statement for each Catalog to verify the drive path. If you choose to change the locations. use Windows Explorer to navigate to the batch file CatalogDirCreate. locating the Catalogs on separate drives avoids contention for disk resources during the regular populations of the Catalogs. and columns. If you prefer to place some Catalogs on a different drive to improve performance.05. the ‘create’ statement looks similar to the following: * sp_fulltext_catalog 'custxprt'. To do this. Epicor 9. the CatalogDirCreate. edit this batch file or create the folders manually. Note! By default. on the first line of execution code. so you need to determine where to place the files. 4. At the server. Select the Use full-text indexing check box.'e:\fulltextcatalogs\custxprt' 3.Post-Installation Steps on the Server specific database.sql. Click OK. Open the following script file: FullTextCatalogCreate. in the custxprt catalog. Catalogs can only be created on hard drives on the server. 6. from the File menu. the message “Column name in each table must be unique” is displayed in the Results pane. Run the script from the Query Analyzer. Changing Database Schema In order to run the Incremental population. The SQL Server can use this column to determine whether columns have been changed since the last Refresh. Select and run the FullTextSchemaChange. To drop the existing metadata and Catalogs.05. You may need to ‘Refresh the display or open and close SQL Server Management Studio to get it to reflect the new Catalogs. If you changed the drive path in the CatalogDirCreate. This script adds the Timestamp field to each of the tables to allow MSSQL Server to know whether a record has changed since the last population. This message lets you know that the “timestamp” field has already been successfully added to the table. the results window should read ‘Query batch completed’ at the bottom of the window when completed. 5. 1. Confirm that the catalogs are created by opening SQL Server Management Studio then your server. Note! If the “timestamp” column already exists in a table. not on tapes or network drives.Post-Installation Steps on the Server The above statement locates the Catalog on the E: drive in the fulltextcatalogs\custxprt folder. After this step. save the changes and keep for future needs. due to a previous script run.sql script.sql script. In the Query Analyzer. the MSSQL Server database is prepared and the Catalogs are created. Initial Population of Catalogs At this point. 2.bat file. Choose the Epicor905 Database. After editing the FullTextCatalogCreate.’ All 32 Catalogs should appear in this list. you will need to perform the above steps in the previous “Starting the MS Search Service” section again to re-setup the Catalogs. the tables with the column used in a FullText population must contain a “timestamp’ column.600 . This is an optional step to change location. run the FullTextCatalogDrop. Back up your MSSQL database before proceeding.05 Installation Guide : Windows MSSQL Database Version 9.File. select Open . Page 34 of 112 Epicor 9.sql script in the Query Analyzer. you must edit this statement to reflect the physical path on the server to the folders created when the bat file was run. You do this by initially fully populating them. then drill down to ‘Full-Text Catalogs. You now need to add data. ‘Databases’. Right-click the Jobs folder and select New Job. Certain Catalogs will not be changed often enough to warrant running the refresh jobs on a daily basis (such as langorg). Verifying that the MSSQL Server Agent is Running The MSSQL Server Agent is an optional service that must be started and set to Autostart with the MSSQL Server engine service. This may take a few minutes to several hours depending on the size of your database and the speed of your server. 2.File. To do this. log onto the Epicor application. 2. Expand the SQL Server Agent.05 Installation Guide: Windows MSSQL Database Version 9. To test that the Catalogs have been populated.05. Once your CPU usage returns to a less utilitized status. When running the this initial population of the catalogs.Post-Installation Steps on the Server 1. Verify that in the above section “Starting the MS Search Service” you confirmed that certain services were running and configured. open the Windows Task Manager and click on the Performance tab. you can use the Windows Task Manager to help you determine when the populations have completed. If your search returns appropriate data. you may want to set your catalogs to be updated incrementally so they reflect the most current information. 2. then your Full-Text configuration is complete. Select and run the FullTextCatalogFullPop. 1. Verify the following services are started: * * 3. MSSQL Server MSSQL Server Agent Close the Services program. Epicor 9.sql script to perform a Full population of the database. Log into Microsoft SQL Server Management Studio. This step needs to be run only once. Use the following steps to configure an incremental schedule. Return to the Query Analyzer. including MSSQLServerAgent. then the Catalog Initial Population should be complete.600 Page 35 of 112 . Check that the keyword searches function is based on the data currently in your database. 1. Setting Up the Catalogs to Update Incrementally After you have finished the initial population of your full-text catalogs. Navigate to Start — Control Panel — Administration Tools — Services. Each Full-Text enabled column has been split into its own separate Catalog to allow the flexibility of being run independently. The preferred testing method is to use the Where Part Description Contains field for the Part Search component. select Open . From the File menu. Review your CPU usage. You should see the contents of the script displayed in the window. On the General page. At the server. select FullText. Enter the desired days and times you want the schedule to run. each Administrator should review the overall impact of the process and determine a strategy to balance timeliness and server performance. Testing Server Impact for each Job After building the full-text catalogs and setting up the schedule. 7.Manufacturing . 4. such as Processor Time: 25% or under and Pages/sec: 10 or under. Run each job individually. add % Processor Time.sql script.Control Panel . For Performance Object: Memory. Verify that the USE statement contains the name of your database. In the Performance monitor. Click the New button.Post-Installation Steps on the Server 3. Adjust the individual schedules of the Catalog Refreshes to optimize timeliness and server performance. Enter the name for the step. add Pages/sec. For the category. Select the Steps page.Full-Text Catalogs.05. Note that this process may need to be the only activity running against the server in order to view the real effect. 5. 2. go to Start . The listing of the Catalogs with their ‘Status’ and ‘Last Population’ are included. Verify that Transact-SQL script (TSQL) type is selected. Click Open. Click OK on the Job Properties window. 3. Select the Schedules page. Page 36 of 112 Epicor 9. You can also run ‘sp_help_Fulltext_Catalogs’ in the Query Analyzer to determine the current status. Click OK. 5. To do this: 1. Select the database on which you want this job to run.Administrative Tools and open the Performance program. Select the FullTextIncremental. You have now configured your catalogs to be incremented automatically on a schedule.600 . Click the New button. review the Processor and Memory values and verify that they are low enough to see the effect of the populations. Click OK. Click Open. You can also confirm the current status of the Catalog using Enterprise Manager Databases . enter a name for the schedule. Note that this screen does not refresh easily. Right-click on the Counter column and select Add Counters. Enter a brief description of the schedule task. For Performance Object: Processor.05 Installation Guide : Windows MSSQL Database Version 9. 6. See the BOL (SQL Server books online) for detail. 4. As with a normal upgrade. verify that you have SQL and Progress installed on any machine where Epicor Admin Tools is installed. Detach the Epicor904 database. you only need to complete the “Restore Schema Holders” steps in the “Convert Your Database” section. In the Management Studio.05 10. Navigate to the Microsoft SQL Server Management Studio. Use the Progress Explorer Tool to stop the following functions in order: * * 4. 8. attach your copied Epicor904 database as Epicor 905. 9.05 Installation Guide: Windows MSSQL Database Version 9. 10.600 Page 37 of 112 .04. Epicor 9. 2.05 Use the following instructions to prepare your database prior to logging in the first time. The Epicor 9. If your database and Appservers are running. you need to select Start — Programs — OpenEdge 10. you must complete this entire section. delete the existing Epicor 905 Database.05 test server.05 application. In the Management Studio.05 for compatibility with the Epicor 9. log in as the Local Administrator. no special database preparation is necessary. For SQL installations.05. 6. Note! If you use SQL and you are a new customer installing the Epicor 9.05 Schema Change process cannot be executed remotely. 3. For SQL installations. On the server. Stop the Appservers. Stop the OpenEdge database.2A — Progress Explorer Tool. Note! If you are an existing customer upgrading from a 32-bit platform to a 64-bit platform.50x to Epicor 9.1 Convert Your Database Use these instructions to convert your database from 9. 7. Pre-Conversion Tasks 1. If you are an existing Epicor 9 / Vantage / Vista customer. Prepare Your Database for Epicor 9.Prepare Your Database for Epicor 9. 5. Place a copy of the Epicor904 database on the Epicor 9. you must complete this entire “Prepare Your Database” section.05 application for the first time. verify that the following steps are completed on the same server as where your SQL database is located. Go to the folder where your schema holder is located.600 . 3.Epicor Software . Note! If prompted with a message that it is unable to open message file: PROMSGS.Epicor Schema Change icon for the appropriate database. In the Password field. use the Progress Explorer Tool to stop the following functions in order: * * 2. The Schema Change Required window appears. Stop the Appservers. Stop the OpenEdge database. If your database and Appservers are running.05 Installation Guide : Windows MSSQL Database Version 9.bkup . To do this.05. For example.ini” and add a “\” character before that part of the path. To do this.bkup . Page 38 of 112 Epicor 9. go to the \Epicor905\db\newdb folder.OpenEdge 10. click OK to the message.2A .bkup . at the prompt type one of the following commands. 3.SQL (32 bit): prorest mfgsyssh mfgsyssh32.05 Restore Schema Holders 1. For example. Use the Progress Explorer Tool to start the databases which you will be converting to the Epicor 9. Then.05 level. 2. Navigate to Start .ini”. Exit the ProEnv Utility. locate the part of the path that says “server\config\epicor905. Run Schema Change 1. Click Continue. To restore the schema holder backup file.05 .Prepare Your Database for Epicor 9. it should look like: “\server\config\epicor905.SQL Unicode (32 bit): prorest mfgsyssh mfgsyssh32U. navigate to Start Programs . enter CHANGESCHEMA.bkup 5. Do not change the rest of the target path.SQL Unicode (64 bit): prorest mfgsyssh mfgsysshU64. based on your environment: .SQL (64 bit): prorest mfgsyssh mfgsyssh64. 4.Proenv.Epicor 9. right-click on the icon and select Properties. Note! The automated SQL database conversion may take longer than normal because it now more fully accommodates the upgrade to SQL 2008. Open the Epicor Schema Change program. In the Target field. you need to edit the Shortcut properties. Note that there needs to be a “\” before the word ‘server’.Programs . 2.Port Number. See the Microsoft MMC 3.2 Connect to Epicor and Application Servers Use the following steps to run the Epicor Administration Console to add and then connect to the Epicor and application servers. Click OK. including the following: . Select Connect to Application Server. Note! If you are a new customer. 4. Note! You may be prompted to update your Microsoft Management Console (MMC) to version 3.Epicor Administration Console. To do this.Prepare Your Database for Epicor 9. Click OK to add the Epicor Server.Password. Enter the Name of the server.600 Page 39 of 112 . Right-click the Epicor Server you just added. 10. 6. Select New Application Server Properties. Click OK to confirm the connection. 10. Click Test Connection.05. Enter the name of the application server. select Start .Epicor Software .05 Installation Guide: Windows MSSQL Database Version 9. Right-click on the Application Server you just added. Epicor 9. 1.Name. 7. . Use the Progress Explorer Tool to verify that your Epicor database and main AppServer are running. . Enter the identifier of the port to which you are connecting.User Name. a User Name called “Manager” is created when you connect to the Application server for the first time.0 download site for more information. 8.Epicor Administrative Tools . The Epicor and application servers should now be configured. .05 4. Select Add Epicor Server. 5. Click Ping Server. Enter a valid password to login to the Epicor database. 9. Enter a valid user name to log into the Epicor database. Click OK to confirm that the server was located. Right-click on the Server Management node. The Finish window appears.Programs . 3. Login to the Epicor Administration Console. Select Add Application Server.0 or later. In the Epicor Administration Console. 4. 1. Select Import License File.Prepare Your Database for Epicor 9. Immediately following '\BPMExec'. Locate the line that starts with 'PROPATH='. Click the Modules tab. Browse to the location where you previously downloaded the license code file. if you enable a new module at this time. 3. Also. Click OK. In the PROPATH line.05 Installation Guide : Windows MSSQL Database Version 9. Failure to enable your modules may result in possible data corruption. open the Epicor905.\Epicor905\Server\Config. you are committing to basic configuration and implementation steps within the application. Set Epicor Admin Tools PROPATH Use these steps to set the Epicor Admin Tools PROPATH prior to running the conversions.05 application. right-click on the Licensing node.3 Import License Codes Use the following steps to import your Epicor 9. 1. Note! It is recommended that you carefully review the modules that you have selected to enable. 5..600 .05 10. 2. \TestBPM or \TrainingBPM. In a standard installation. Select the check box for each module you want enabled. The Properties dialog opens.ini file. Select the file and click Open to import the file. For example. add one of the following folders. locate '\BPMExec'.05. here is the line BEFORE you make the change: Page 40 of 112 Epicor 9. Double-click on the licensing code to open it. Using Notepad. 10.05 application license codes. based on your database: \LiveBPM. 2.. Locate the Epicor905. 3. it is located in the following directory: .ini file. \PilotBPM.4 Run Data Conversions Use these steps to run the data conversions on your Epicor 9. c:\program files\epicor\oe102a. To do this.. Do not change the rest of the target path. Save the Epicor905. Note! If prompted with a message that it is unable to open message file: PROMSGS. Verify that there is a “\” character before the word ‘server’.Epicor Admin Tools.C:\Program Files\Epicor Software\Epicor905\BPMExec. For example.05 PROPATH=. it should look like: “\server\config\epicor905.600 Page 41 of 112 .c:\program files\epicor\oe102a\bin And here is the line AFTER you make the change: PROPATH=. To do this. 10. Click OK to start the conversions. In the Target field. right-click on the icon and select Properties.ini file.ini” and add a “\” character before that part of the path. click OK to the message. Open the Epicor Admin Tools program. locate the part of the path that says “server\config\epicor905.C:\Program Files\Epicor Software\Epicor905\Server. Then. When the conversions are completed. It is strongly recommended that you complete these steps after running the automatic data conversions.C:\Program Files\Epicor Software\Epicor905. You are prompted that conversions need to run..05 . 2. Stop the Appservers.05. you need to edit the Shortcut properties.Epicor 9. Run the Conversions 1.ini”.C:\Program Files\Epicor Software\Epicor905\Clientserver.c:\program files\epicor\oe102a\gui. Use the Progress Explorer Tool to stop the following functions in order: * * 2. navigate to Start . close Epicor Admin Tools. Stop the OpenEdge database.C:\Program Files\Epicor Software\Epicor905\BPMExec\LiveBPM. 3. Use the Progress Explorer Tool to start the following functions in order: Epicor 9.05 Installation Guide: Windows MSSQL Database Version 9.Epicor Software .5 Stop and Start Database and App Servers Use these steps to stop and start the database and App servers.c:\program files\epicor\oe102a.Prepare Your Database for Epicor 9.C:\Program Files\Epicor Software\Epicor905\Server. 1.C:\Program Files\Epicor Software\Epicor905.c:\program files\epicor\oe102a\gui.c:\program files\epicor\oe102a\bin 4.Programs .C:\Program Files\Epicor Software\Epicor905\Clientserver. Navigate to the Extended posting rules folder. Click the Input File Name button. 6.05 application. Extended rules: \\<servername>\Epicor905\server\PostingRules\Extended Select one or more . you can select the Replace All check box to replace your existing revision with the same name. To specify individual XML files instead. Start the Appservers.General Ledger . 7. 8. For example. you can select the Replace Existing check box for each file. Open the Epicor 9. 3. To specify to replace individual XML files instead. 2. you can select the Selected check box for each file.05. Select the Import All check box to specify that you want to import all the selected XML files.XML files. 11. To specify to activate individual XML files instead. 1.05 application upgrades the first time you log in. Note! If you are a new customer.1 Import Posting (Booking) Rules for Extended Rules Use these steps to import your posting rules if you use Extended Rules. 4. you can select the Activate check box for each file. Page 42 of 112 Epicor 9. You can select multiple files by pressing the SHIFT key while you highlight the files. All other steps can be ignored. Click Open to select the highlighted files.600 . Select the Change All Revision Statuses To Active check box if you want to change the revision from a draft to active for all transaction types being imported. 11. If you only use standard rules. go to the following: * 5. Select Financial Management .GL Transaction Type. From the Actions menu. you only complete the “Set Up System Agent for Printing” steps. select Import ACT Type.05 Installation Guide : Windows MSSQL Database Version 9. If this is not the first time you are importing posting rule files.Setup . Log in the First Time Use the following steps to verify and test your Epicor 9.Log in the First Time * * Start the OpenEdge database. this step has already been automatically completed for you when you converted your data. select a revision. 4. select the Use for all transaction types check box.From the Status drop-down list. you can change it to Active. In the Tree View area. In other companies. Click OK to begin the import. 11.GL Transaction Type. 11. Note! Newly created revisions are automatically set to Active in the current company only. Select Financial Management .600 Page 43 of 112 . You create a revision.05 Installation Guide: Windows MSSQL Database Version 9.05. You may be prompted with the Book Mapping dialog. If you want to map the selected book identifier to all transaction types. From the Actions menu.Log in the First Time 9. 10. Click Save to save your imported financial data. . and then copy both the header and detail rules one at a time into a new book.Click Save from the standard toolbar. 6. 3. 5. 2. Then activate the revision. Note! To copy the rules from one book to another. Review the list of revisions that were added and blocked during the last conversion process. Get the screen capture of the Information message that you took during the conversion process. you can skip this step. . 1. In order to make changes.General Ledger . Repeat the above step for each Revision listed on the Information message. you can use GL Transaction Type Maintenance. Select the Import into all companies check box if you want to import the posting rules into each company. Search and select a transaction type that is listed on the Information message. select Change Log Menu. Click OK. If you were not prompted with an Information message during the conversion. If a Revision you want is listed as Blocked. To do this: . your User Id must have access to the company.2 Review Blocked Standard Posting Rules (if any) Use the following steps to review any standard posting rules that were not updated during the conversion. 12. Epicor 9. Select the book identifier you previously defined from the Map Book selection list.Click on the Revision to select it. select Active.Setup . you need to update the status manually. Page 44 of 112 Epicor 9. 5. You must review the blocked posting rules for each company where you have access. Navigate to System Management . Note that the Customization / Personalization Maintenance program attempts to automatically correct any problems that it encounters during the verification process.System Agent.05 Installation Guide : Windows MSSQL Database Version 9. The identifiers are listed.600 .3 Set Up System Agent for Printing Use the following steps to set up the System Agent for your system to enable printing. Review the paths you specified during the server software installation for the following locations: * * * 2. 1.05 application. Destination Location Print Folder Destination Location Server Share Location Launch your Epicor 9. 3.Utilities . In the SystemAppServer section. 4. Click Agent ID to search for the system agent identifier. Click OK. 11. Select SystemTaskAgent. the Information message may list the same blocked transaction type for each company.05.4 Maintain Your Customizations / Personalizations Use the following steps to verify and maintain your customizations and personalizations. For example: Directory Server File Description specifies the local path on the server to the print directory Examples c:\Program Files\Epicor Software\EpicorData /usr/epicor/epicordata Client File Client Program specifies the unc path to the print directory specifies the unc path to the server directory \\<servername>\EpicorData \\<servername>\Epicor905\Server 11. 6. enter your directory paths.Log in the First Time Note! If you have multiple companies. Epicor 9.05. . Modify.600 Page 45 of 112 . valid controls that are located on the form and properly docked. you are returned to the Customization/Personalization Maintenance window. No code exists that sets this property. Usually errors are caused by problems with the customization script. Click Yes. 4. You are warned that this process may take several minutes. select the row and click Remove Selected Item.Log in the First Time The verification process checks that each customization includes the following: a valid customization script. It also deletes customization properties that are no longer applied. 1. 5. The verification process reviews the selected personalizations and customizations. Click on the Actions menu. 14. This could result from a renamed control or changed EpiGuid.05 application. 12. valid control keys. 11. Click OK to select all. After fixing a warning. Click the Search icon (binoculars) from the tool bar. and Show Custom Data features from the Actions menu to correct the warnings. Usually warnings are caused by properties stored in the customization data that cannot be applied. 13. Click the Warnings tab to review any elements that were not validated. Navigate to System Management .Cannot locate control on form. When complete.Could not set the property. Common warnings that you might see include: . and cleans up the grid layout to remove obsolete fields. 9. 7. Launch your Epicor 9. Identifies the database field that should be used. The customizations are displayed. 2. 6.05 Installation Guide: Windows MSSQL Database Version 9. Select a customization/personalization you want to review. Click Search. Select Customization as the Type and All as the Status. The key used for the customization is no longer on the form. 10. . Use the Run. and user-defined controls are added to the form. Select the Verify All command. . 3.Customization Maintenance. valid custom properties. Custom control was added to an invalid parent.EpiBinding is not valid.Invalid Parent Type. Click the Errors tab to review error messages generated by the selected program. 8.Utilities . 2A. 11. 2. 3. Repeat these instructions and select Personalization as the Type to verify and maintain your personalizations.5 Test Business Activity Query (BAQ) Calculations During the Epicor 9. in an archive location. Review the Field and Table Change topic to see which fields have been changed or removed. Click the Detail tab to verify that the customization has passed validation. use these steps to compile these programs using the newly installed Progress 10. 2.Log in the First Time 15. Compile each procedure program using Progress 10. 11. unused obsolete fields are automatically deleted. but calculations with obsolete fields no longer work.05 Installation Guide . 1. from the Actions menus. 3. 16. Page 46 of 112 Review each BAM event that has a procedure program on your system. 6.p) programs. and Show Custom Data features from the Actions menu to correct the errors. 4. the current manufacturing version is Valid For and Pass is the Status. Obsolete fields that are used in calculations within BAQ are not deleted. your BAQ reports should work since your fields are valid. Verify that it still has a valid business reason for being upgraded to the next version. Save each BAM event. 5. select Verify Customization. explaining your changes.05 schema changes affect the procedure program.05 installation. Modify. 18. 1. After you upgrade. 17. Use the Run. Change each BAQ calculation so that it uses current fields. Move these BAM events and their procedure files to a new location.6 Test Business Activity Manager (BAM) Upgrades If you use any global alerts that activate procedure (. : Windows MSSQL Database Version 9. Launch the online help system. 4. If it is valid. Review your calculations within any BAQs you want to continue using after upgrading your system.2A. If any Epicor 9.p program to reflect the new schema. update the . After fixing the errors. Add Comments within your procedure program.05. if necessary.600 Epicor 9. including the procedure files. Log in the First Time 7. Test each procedure program for issues. 11.7 Update/Test Business Process Management (BPM) Directives Use these instructions to update your outdated BPM directives after upgrading and to identify any that need special attention due to schema changes or other factors. Note! You must use these steps to properly upgrade your BPM directives. You cannot just copy the BPM directives in the Epicor905\BPM\bo directory to another directory. You also cannot keep the BPM directives in the current folder, they must be properly upgraded to a new location. 1. 2. 3. 4. 5. 6. 7. 8. Navigate to System Management - Business Process Management - General Operations - Directive Update. From the Actions menu, select Recompile All Outdated Directives. As the directives are converted and re-compiled, an hour glass is displayed. Upon completion, the compile results are displayed. Any Method Directives that failed to compile after the conversion are listed. Navigate to System Management - Business Process Management - Setup Method Search. Use the Method Directives program to search for any Outdated Directives Open an outdated directive. Click on the Actions menu and select Validate Method. If a directive is outdated, the Pre-Processing, Base Processing and/or Post Processing sheets display the Outdated icon on each directive's Detail sheet. Research how to update each outdated directive to make it compatible with Epicor 9.05. This may involve updating your custom 4GL code to reflect the new schema. Repeat these steps for all the outdated directives that you find. 9. 11.8 Test Custom Code Programs Use these steps to test any custom code programs that were created and updated for you by the Epicor Custom Solutions Group. 1. Test your custom code programs. Epicor 9.05 Installation Guide: Windows MSSQL Database Version 9.05.600 Page 47 of 112 Restore Demonstration Database 2. Contact the Epicor Custom Solutions Group if you need other custom code upgraded. Note that the Epicor Custom Solutions Group requires time to review, estimate, schedule, and complete the custom solution for you. 11.9 Test System and Repeat Installation Based on your installation process, you are at one of the following points: * If you completed the Epicor 9.05 installation in a test environment, you are now ready to test the installed Epicor 9.05 application in that environment. After your testing is complete, you must repeat the entire installation in your production environment. If you completed the Epicor 9.05 installation in your production environment, you are now ready to use the installed Epicor 9.05 application in that environment. * 12. Restore Demonstration Database Use the following instructions to restore the Epicor 9.05 Demonstration Database, if desired. The Epicor 9.05 Demonstration Database is released with every Service Pack and is used with the Embedded Education Courses. 12.1 Download Demonstration Database File Use the following instructions to download the appropriate Demonstration Database file based on your database platform. Each *.zip file includes a copy of the Demonstration Database that can be restored to replace the existing Demonstration Database. 1. Log on to EPICweb and go to the Customer Portal Page. Navigate to Support > Epicor 9 > Downloads. Note! You can use this link: https://epicweb.epicor.com/Support/epicor9/Downloads 2. 3. Navigate to Epicor 9 > Version 9.05.600 > Demonstration Database. Download the latest Epicor 9.05 Demonstration Database related to this installation. For example, download the necessary files, based on your environment: - Progress (32): Epicor9_Database_905600_Vx_Win32Progress.zip - Progress (64): Epicor9_Database_905600_Vx_Win64Progress.zip - SQL (32): Epicor9_Database_905600_Vx_Win32SQL.zip Page 48 of 112 Epicor 9.05 Installation Guide : Windows MSSQL Database Version 9.05.600 Restore Demonstration Database - SQL (64): Epicor9_Database_905600_Vx_Win64SQL.zip - SQL Unicode (32): Epicor9_Database_905600_Vx_Win32SqlUnicode.zip - Linux (32): - Linux (64): - UNIX (32): Epicor9_Database_905600_Vx_Linux32.zip Epicor9_Database_905600_Vx_Linux64.zip Epicor9_Database_905600_Vx_Unix32.zip - UNIX (64 Itanium): Epicor9_Database_905600_Vx_Unix64ia.zip - UNIX 64 RISC: Epicor9_Database_905600_Vx_Unix64RISC.zip 12.2 Verify Prerequisites Use the following instructions to verify the prerequisite steps have been completed. * * * All Appservers and OpenEdge Databases are stopped. Epicor 9.05 Service Pack or Patch has been installed, if available. Epicor 9.05 Post-Installation steps have been completed. 12.3 Restore the Demonstration Database - SQL Server Use the following instructions to restore the Demonstration Database using SQL Server. These instructions assume you have an EpicorTrain905 database in SQL Server 2008. 1. 2. Go to the location where you downloaded the zipped files. Open the zip file. For example, open Epicor9_Database_905600_V1_WinxxSQLx.zip file. Extract the Epicor9_Database_WinxxSQLx.BAK file directly into the C:\Program Files\Epicor Software\Epicor905\db\Training folder. Navigate to Start - Program - OpenEdge 10.2A - ProEnv. A DOS window opens. At the proenv> prompt, type: Prompt and press Enter. Type: cd\ and press Enter. At the c:\> prompt, type: cd Program Files\Epicor Software\Epicor905\db\Training and press Enter. 3. 4. 5. 6. Epicor 9.05 Installation Guide: Windows MSSQL Database Version 9.05.600 Page 49 of 112 Click the Add button to locate and select the backup file. Within SSMS. 8. When the restore is completed. 16. 9. select Tasks — Restore — Database. This file is: Epicor9_Database_WinxxSQLx. verify the Server Type is connected to the database engine. The Specify Backup window displays. For the Backup Media option.05 Installation Guide : Windows MSSQL Database Version 9. 14. Type exit to close the DOS window. 12. Navigate to the Databases node.1\MSSQL\Data\ EpicorTrain905. select File. 10.Restore Demonstration Database 7. 15. Select the check box next to the Backup Name field. select From Device. Right-click on the EpicorTrain905 database. Verify the Restore Database Files As fields match the correct server directory paths where the database files currently exist. At your server. Within the Source for Restore section.BAK 18. 17. 21.mdf C:\Program Files\Microsoft SQL Server\MSSQL. This defines the back up set to restore.1\MSSQL\Data\ EpicorTrain905_log. At the overwrite message. you are returned to the C:\Programs Files\Epicor Software\Epicor905\db\Training> prompt. Click on the [. For example. 11. From the context menu. Select both the Overwrite the existing database and Leave Database Ready to use (Restore with Recovery) check boxes.] button. At the C:\Program Files\Epicor Software\Epicor905\db\Training> prompt. run the Prorest command. Click on the General tab. 20. 13. The Database window displays..600 .05. type: prorest mfgsyssh mfgsyssh and press Enter. type Y and press Enter. Click OK twice to complete the selection. navigate to Start — Programs — Microsoft SQL Server 2008 — SQL Server Management Studio (SSMS). For example: * * C:\Program Files\Microsoft SQL Server\MSSQL. 19.. 22.ldf Page 50 of 112 Epicor 9. Click on the Options tab. . navigate to Start . For example.600 Page 51 of 112 . When finished. and select Properties.Click the Modules tab. The Enabled check box should be selected for the modules you want to activate. 3.Browse and select the license serial number to the imported license file. 24. . or click Enable all Licensed to select all the modules. Login with a valid User ID and Password. The file is imported. 2.From the list.Epicor Administration Console. 6. To do this: . 12. .4 Import Product Licenses and Enable Modules Use the following instructions to import the product licenses and enable the modules. . Specify the imported license file for each company. such as Epic01.Programs Epicor Software . Exit SQL Server Management Studio. 4. such as Epicor Train905.Epicor Administrative Tools . exit the Epicor Administration Console.Right-click on Company. Connect to the location of your training environment. 12.Repeat for each of the other companies. .Click OK. login as manager / manager. A dialog box displays indicating the database restoration is complete. Click OK.Right-click on the license serial number and select Properties. Open the Epicor Admin Console.Restore Demonstration Database 23. To do this. 1.05. Click OK. Enable the modules attached to the imported licenses. 25.05 Installation Guide: Windows MSSQL Database Version 9. such as Epic02 and Epic03. To do this: .Select the individual modules to activate. 5. select Licensing. . Click OK. Note that the user must have Security Manager rights.5 Restart Database and Main Appserver Use the following instructions to start the database and main Appserver Epicor 9. After the conversion finishes. Highlight the program to select it.Programs .System Agent. From the Conversion menu. which control report printing. To do this. Use the Progress Explorer Tool to start the following functions in order: * * Start the Database: EpicorTrain905 Start the Appserver: EpicorTrain905 2. Do not start the other Appservers yet. select Run Conversion Program.05. Select Start — Programs — OpenEdge 10.6 Run Manual Conversion Use the following instructions to run the required manual conversion to reset the sequence table. The paths for the System Agent. Navigate to System Management . 4.Epicor Admin Tools. navigate to Start . 3.05.2A — Progress Explorer Tool. 12.Restore Demonstration Database 1. 3.7 Set Up System Agent for Printing Use the following instructions to set up your system agent. In the Task AppServer section. These instructions assume your database is set to be the main Mfgsys database directly located in this folder: C:\Programs Files\Epicor Software\Epicor905\db\Training. 2. 1. Use the Username and Password of manager/manager. Click Yes to confirm. Log into Epicor 9. 6. Select Run Database Conversion. To do this. login as manager / manager. Page 52 of 112 Epicor 9. 12. 5. Open the Epicor Admin Tools program.05 . 1. 3.Epicor Software .05 Installation Guide : Windows MSSQL Database Version 9. change the AppServer URL to AppServerDC:// localhost:9413.Utilities . For example. exit Epicor Admin Tools. 2. Minimize the Progress Explorer Tool. must be reset after a database restore.600 . Scroll down the list of programs to number 5460 called “Re-set DB Sequences”. Note that the user must have Security Manager rights.Epicor 9. follow the steps detailed in the previous “License Embedded Education Courses” section. Activate your Embedded Education Courses module licenses. Login with a valid User ID and Password. 9.05 application. For the Client Program Directory. 1. enter manager. In the System AppServer section.Computer Name.05 application. 12. For the Server File Directory. Save the System Agent changes. 8. 13. Log on using your Username and Password.600 Page 53 of 112 .05 Installation Guide: Windows MSSQL Database Version 9. 5. Close the Epicor 9. 7. 12. For the Client File Directory. change the AppServer URL to AppServerDC:/ /localhost:9411. 1.8 Restart Remaining Appservers Use the following instructions to start the remaining Appservers. 3. 10. Start the following Appservers in order: * * 2. select About Epicor 9. EpicorTrain905TaskAgent EpicorTrain905ProcessServer Exit the Progress Explorer Tool. Epicor 9. Open the Progress Explorer Tool. Optional Installations and Configurations Use the following appendices to complete optional installations and configurations. You can locate your machine name by selecting Properties . Open the Epicor 9.05.Optional Installations and Configurations 4. enter \\<your machine>\EpicorData. enter \\<your machine>\EpicorData. Verify that the version has changed to the correct version you installed. 6. From the Help menu. For the Password. Exit System Agent Maintenance.9 Test Demonstration Database Update Use the following instructions to verify that the Demonstration Database was properly updated. 2. enter: \\<your machine>\Epicor Software\Epicor905\Server. 4. Type cmd and click OK. From the Start menu.0 in a Windows 2003 64-bit environment. Restart the Application Pool. Note! When using a 64-bit server. 4.0 in a Windows 2008 64-bit environment. use these steps to enable the 32-bit version of ASP.NET\Framework64\v2.NET\Framework\v2. you may encounter login issues when using Internet Explorer 64-bit. Type the following command to enable the 32-bit mode: cscript %SYSTEMDRIVE%\inetpub\adminscripts\adsutil.NET 2.NET 2.0 in the 64-bit environment in order to install and deploy web based products. Go to Internet Information Services (IIS) Manager.NET 2. Type the following command to install and register the version of ASP.vbs SET W3SVC/AppPools/ Enable32bitAppOnWin64 1 4. Select the Enable 32-Bit Application check box.0. select Advanced Settings.05 Installation Guide : Windows MSSQL Database Version 9. 3. Type the following command to uninstall all versions of ASP.Net: %SYSTEMROOT%\Microsoft. you must enable the 32-bit version of ASP.50727\aspnet_regiis -i Page 54 of 112 Epicor 9.Optional Installations and Configurations Appendix A: Configure 64-Bit Environments (If needed) If you use a 64-bit environment. select DefaultAppPool.0. From the Action menu.NET 2. select Run.05. From the Application Pools node.600 . Windows 2008 64-bit Environment If you have installed a Windows 2008 (64-bit version) environment. use Internet Explorer to add the Epicor Web Access site to the server’s trusted site list. 1. 2. 5. Windows 2003 64-bit Environment If you have installed a Windows 2003 (64-bit version) environment and you are running IIS 6. 2.0 (32-bit) and to install the script maps at the IIS root and under: %SYSTEMROOT%\Microsoft.50727\aspnet_regiis -ua 3. Epicor Web Access allows users to enter login credentials. such as Epicor Web Access and the Embedded Education courses. 1. use these steps to enable the 32-bit version of ASP. To resolve this security issue. but the application may not start. To add the .50727\aspnet_isapi. 10. 13.Extension: .05. Select the application extensions for the . Appendix B: Install Embedded Education Courses Use these steps to install and license the embedded Education courses. 6.05 Installation Guide: Windows MSSQL Database Version 9. 9. 11.Extension: .0. click Add and enter the following: . Epicor 9.50727\aspnet_isapi. you must manually add each one separately.html . Verify that they are not pointing to the Framework64 directory.html extensions. Using the embedded courses requires a Windows Server operating system and Microsoft Internet Information Services (IIS 6 or IIS 7). click Add and enter the following: .dll .net\Framework\v2. click the Configuration button. right-click on the EpicorEducation virtual directory and select Properties.Click OK. Expand the Default Web Site node in the tree. If you use Embedded Education Courses. On the Virtual Directory tab. If these extensions are not mapped.Verbs: Select All Verbs.dll .Optional Installations and Configurations 5.htm . Run iisreset.Executable: C:\WINDOWS\microsoft.Click OK. select ASP.Net v2.htm and .Verbs: Select All Verbs. .Executable: C:\WINDOWS\microsoft. Open the Internet Information Services Manager. .0. Select the Web Service Extensions folder in the tree view.net\Framework\v2. In the WS Extensions window.600 Page 55 of 112 . To add the . Expand the server node. 12.0. 7. 8. 14.htm extension.html extension.50727 (32 bit). Verify that the Allow check box is selected. select DefaultAppPool.Optional Installations and Configurations Note! Embedded Education Courses must be installed in your training environment. To verify the settings: . . you must first select the following: * * Select the Web Site where you want to install the Education courses.In the Connections tree view. not in your live production environment.In the Application Pools list. The user interface looks different based on whether you have Windows Server 2003 or Windows Server 2008 (or Windows Vista) installed. 3. . 2.05 Education Course Installer program opens. click Next. Page 56 of 112 Epicor 9. It is recommended that you select the DefaultAppPool and then verify that it is set to 32-bit and Integrated.600 . Note! You can also open the Epicor Education Course Installer by navigating to the Epicor Education folder and running the EduCourseInstaller. .05. go to \Epicor Software\Epicor905. It is recommended that you select the DefaultWebSite. B. click on Advanced Settings. If you have Windows Server 2008 or Windows Vista installed. On the Epicor Utilities Setup dialog. Double-click on the EpicorUtilities. . .In the Action panel. On the Welcome to the Epicor Utilities Setup wizard. 1.Click OK to close the dialog and save your changes.Open the Internet Information Services Manager (IIS 7).Verify that Integrated is selected as the Managed Pipeline Mode. For example. if your system is a 64bit server.05 Installation Guide : Windows MSSQL Database Version 9. Select the App Pool to use for the Education courses. select Application Pools. For example. 6. click Install Epicor Embedded Education Courses to open the Epicor Education Course Installer. select the application pool used by the Epicor Education virtual directory.exe file. 5.Verify that Enable 32-Bit Applications is set to True.exe file.1 Install Embedded Education Courses Use these steps to install the embedded education courses using the Epicor Education Course Installer. 4. Verify that the Epicor 9. Go to the directory where your Epicor application is installed. . For example. The alias is used as part of the course server URL. you will need to enter the Alias and the course server URL. Enter a valid Epicor application User ID and Password. close the Epicor Education Course Installer. Note! If any entries were not valid.600 Page 57 of 112 . 11. you are required to configure the client by editing the . On your client workstation. 8. Enter the Alias you want to use to gain access to the courses. The default User ID and Password for the Epicor Education database is manager / manager. Enter the Directory.Close the IIS Management panel. Epicor 9. To edit this file. The directory can be any folder on the server. a warning icon appears next to the invalid field. navigate to the client\config folder. go to the Epicor905\client\config folder. The default is EpicorEducation. Note! It is recommended that you record the Alias that you enter.05. Do not use spaces. If the directory does not exist. Enter a valid entry in the field and click Create again. 9. In the next section. After a message displays that the site has been created.Go to the Config folder on the server where your Epicor application is installed. the default port for the training database is 9011. 12. B. . For example. Enter the Port used by the AppServer. if you have a folder on your server where you host Web content. such as C:\Inetpub\wwwroot.mfgsys file and look at the AppServer node.mfgsys configuration file. Click Create. 13. For example.2 Configure Embedded Education Courses Client Use these steps to configure the embedded education course client. The course web site uses this User ID and Password to login to the Training AppServer to verify licensing information. For the Server Name enter the name of the server where your Epicor application is installed. 7. you can install the courses to that folder. 1.05 Installation Guide: Windows MSSQL Database Version 9. The port number should be listed. You can install a new batch of courses to an existing directory by using the browse button. the installer creates it. To find your port number: .Open your train.Optional Installations and Configurations . Note! The Server Name and Port must point to a training database and not a live database within your production environment. 10. In the <helpSettings> node.3 License Embedded Education Courses Use these steps to license the embedded education courses. if the courses are installed on a server named Company1 and the alias is set to EpicorEducation. </helpSettings> B.05 Installation Guide : Windows MSSQL Database Version 9.05. the line would be: <helpServer uri="//Company1/Help/" />. edit the following lines: * Edit the <courseServer uri="" /> line to specify the location where the education courses are installed. On the Standard toolbar. 3. select one of the following options: . . For example.if you want your htm pages hosted on a separate server than the deployment files. the line would be: <courseServer uri="http://Company1/EpicorEducation/" />. not Epicor 9. if the help files are installed on a server named Company1.. such as Notepad. it is not necessary to edit the <helpServer uri="" /> line. click the Education Course button (student with a graduation cap). Choose this option to enter the name of the license file. Note! You must retrieve your license information for your embedded courses when you access the embedded education courses for the first time. Note! If the help files are installed on the deployment server.mfgsys file in a text editor.For example. then you would enter the uri in the helpServer uri attribute --> <helpServer uri="http://Company1/Help/" /> <courseServer uri="http://Company1/EpicorEducation/" /> <E9EducationKeysServer uri="" /> . * Edit the <helpServer uri="" /> line to specify the location where the help files are installed. 1.Load License from file. Open the train.05 modules.600 .. 2. the <helpSettings> node with the edited lines would look similar to the following: <helpSettings> <!-. Note! Be sure to use the Alias that you entered and recorded in a previous step when you ran the EduCourseInstaller program. Open the Epicor 9. For example. and each time a Service Pack is applied. Page 58 of 112 Epicor 9. 3. License keys are specified by Education Course module. From the Actions menu.Optional Installations and Configurations 2.05 application. The Education Course program opens. The Epicor Web Access forms and components are an optional installation and are required only if Browser-based access to your Epicor 9. it is not recommended. Log on to EPICweb by entering your User Id and Password. * * Crystal Reports 2008 Embedded Server SP0 can only be installed on Windows Server 2003. Click OK to complete the embedded education course setup. browse to the file and open it. Crystal Reports 2008 Embedded Server SP0 does not currently support Windows Server 2008 as a report server platform. Appendix C: Install and Deploy Epicor Web Access Use these steps to install and deploy Epicor Web Access using a Windows 2003 or Windows 2008 based Internet Information Server. you should close and reopen the application. If you intend to use Windows Page 59 of 112 Epicor 9. Note! While it is possible to deploy the Epicor Web Access forms on your Windows based Epicor 9. For optimal performance and ease of maintenance. 4. At the file prompt. Choose this option to download and install license key information from EPICweb. Review Platform Requirements Use the following to review the specific platform requirements for Crystal Reports 2008 Runtime and Crystal Reports 2008 Embedded Server. Note! When a Service Pack is applied. Your EPICweb login information is verified and then your embedded education course license keys are automatically installed on your system.05. This step only has to be completed once and it is saved in the Education database. not Windows Server 2008. If the refreshed Embedded Education Courses do not display. If courses are delivered with the service pack.1 Install Crystal Reports Runtime and Embedded Server If you use report generation from Epicor Web Access.Enter License Keys. Click OK. click the Refresh button from the toolbar in the application.600 .Retrieve the key from EPICweb.Optional Installations and Configurations . .05 environment is desired. To view the Embedded Education Courses. reinstall them in the same location on the server. Manually copy the license key information from the file into your database. C. the Education database is updated and the license key information must be re-imported. Choose this option to manually enter the key if you were sent a file that contains your license keys. a separate Internet Information Server is recommended. 5. you must install Crystal Reports 2008 Runtime and Crystal Reports 2008 Embedded Server.05 Server.05 Installation Guide: Windows MSSQL Database Version 9. Download the latest Crystal Reports Runtime file from EPICweb to your workstation. 1.Net Runtime. Log on to EPICweb and go to the Customer Portal Page. Verify the uninstallations were completed successfully. 8. 2.Optional Installations and Configurations Server 2008 (32-bit or 64-bit) as the web server platform for Epicor Web Access. For example: Crystal_2008_Runtime. 4.Net Runtime. Uninstall Previous Versions of Crystal Reports Runtime and Embedded Server Use the following steps to uninstall any previous version of Crystal Reports Runtime and Crystal Reports Embedded Server. do the following: . Navigate to Support > Epicor 9 > Downloads. Page 60 of 112 Epicor 9.epicor. then the Crystal Reports 2008 Embedded Server report server must be placed on a separate server machine running Windows Server 2003 (32-bit or 64-bit). 3. Double-click the CRRuntime_12_0_mlb. Crystal Reports 2008 .Using a text editor. Uninstall any previous version of Crystal Reports . 6. 3.txt file that was extracted in a previous step. The Crystal wizard Welcome window appears.zip. Navigate to the downloaded file. Move the extracted files to the report server where the files are to be installed.600 . open the License Key. This component must be installed on the web server that is hosting Epicor Web Access.com/Support/epicor9/Downloads 2. Specify the folder for the installation of Crystal Reports 2008 . Navigate to the extracted file folder. Note! You can use this link: https://epicweb. 7. Click Next. Uninstall any previous version of Crystal Reports Embedded Server. 1.Net Runtime can be installed on Windows Server 2008. When prompted for the Product ID.05. Install Crystal Reports 2008 Runtime Use the following steps to install the latest version of Crystal 2008 Runtime.zip file and extract the contents.05. Do not skip this step. Navigate to Epicor 9 > Version 9. Click Next. 5.05 Installation Guide : Windows MSSQL Database Version 9. Open the . and select Everyone as the user of the computer.exe file.600 > Third Party Products > Crystal. Navigate to the extracted file folder. 7. click Next. For the Product Keycode.epicor. 4. 9. Double-click the Setup. 11. 1.com/Support/epicor9/Downloads 3. Navigate to the downloaded file.exe file. . The Crystal wizard Welcome window appears. Click Next. A confirmation window appears. enter your license key. you must obtain a new Crystal 2008 Embedded Server license prior to starting the installation. Click Next.05. Open the . if Windows 2003 is being used for both Epicor Web Access and Crystal Reports. Review the license statement and select to accept it. 9. 2. 8. 6.05 Installation Guide: Windows MSSQL Database Version 9.05. Log on to EPICweb and go to the Customer Portal Page. Note! If you are upgrading from Crystal XI R2 Embedded (RAS) Server.600 > Third Party Products > Crystal. Click Next to confirm. Note! This version of Crystal Reports 2008 Embedded Server SP0 is not compatible with Microsoft Windows Server 2008 (32-bit or 64-bit) as a report server. Navigate to Epicor 9 > Version 9.Copy the text and paste it into the Product ID field.. Download the latest Crystal Reports Embedded Server file from EPICweb to your workstation.Click Next. 10. 5. This component can be installed either on the same server as the Epicor Web Access forms.Optional Installations and Configurations . and review the Installation Guide and Release Notes located in the extracted files folder. you must obtain a new Crystal 2008 Embedded Server license prior to starting the installation Epicor 9. For example: Crystal Reports 2008 Embedded Server SP0. On the Crystal Reports 2008 Embedded Server Edition Setup form.zip file and extract the contents. or on another server within the trusted domain. Note! You can use this link: https://epicweb.600 Page 61 of 112 . Navigate to Support > Epicor 9 > Downloads. Move the extracted files to the report server where the file are to be installed. Select the installation language in the wizard. If you are upgrading from Crystal XI R2 Embedded (RAS) Server. Install Crystal Reports Embedded Server Use these steps to install the latest version of the Crystal Reports 2008 Embedded Server on your server.zip. 2. Double-click the Epicor Web Access Utilities. Go to the /Epicor Web Access Utilities 9. select the New checkbox. 2.Epicor Software .Optional Installations and Configurations 12. Page 62 of 112 Epicor 9. A meter displays the progress.Epicor Web Access Installer. The Epicor Web Access Installer windows appears. 3. Navigate to Start . Specify the installation folder. 13. Click Next. The installation of the Crystal Reports 2008 Embedded Server is complete.05. Click Next.3 Install Epicor Web Access Use the following steps to complete the installation of your Epicor Web Access Forms. Go to the /Epicor Web Access folder on your server. When completed.600 . C. For the Install Type.05 Installation Guide : Windows MSSQL Database Version 9. The files are located in the /Epicor Web Access folder on your server. Click Next to confirm to start the installation. To do this. 1. It is located at the same folder level as Administration/Client/Server/Help. 4. right-click on the Epicor Web Access Installer icon.0 folder. Move the entire folder to the Windows 2003 or Windows 2008 Internet Information Server (IIS) that will host your Epicor Web Access web site.2 Configure Forms and Components The Epicor Web Access forms and components are delivered as part of the Epicor application server installation.Epicor Web Access Utilities .Programs . Use the following steps to configure those forms and components. you must launch the installer as an Administrator. 14. 1. click Close. 15. and select Run as Administrator from the menu.msi file to run the pre-installation configuration process. Note! To run the Epicor Web Access installer on Server 2008 or Windows 7.Epicor Administrative Tools . C. Web Services Package: Enter EpicorWebAccessServices. and dll. It looks similar to the following: Enter the following information: * * * Web Forms Package: Enter EpicorWebAccessForms.05 Installation Guide: Windows MSSQL Database Version 9. and css.zip which stores the files that related to web forms such aspx.Optional Installations and Configurations 3. the installer optimizes most of the web service assemblies. Optimize Site: Select this check box to improve performance. The Basic Installer Settings dialog opens.600 Page 63 of 112 . Note! Do not select the Optimize Site check box if you have installed Epicor Web Access on the same server as your Epicor application. js. Click Next. Only select this option if you have installed Epicor Web Access on a different server than your Epicor application. If not selected. Epicor 9. the installer installs the web service assemblies in the Bin folder. If selected.zip which stores the files that are related web services such as asmx.05. If it is not successful. It looks similar to the following: Enter the following information: * * Epicor Web Access Site: Enter your site name.600 . App Pool: Select the Application Pool that will be used by the Epicor Web Access application. click the New button to create a new application pool that uses a classic pipeline.05. it prompts for an EpicorWeb login. The Web Site is available only when installing in an IIS 7 environment. For example. The App Pool is available only when installing in an IIS 7 environment. * * * * * Page 64 of 112 Epicor 9. If you want to select a different web site. The final installation directory uses both the Install Path and the Epicor Web Access Site values. you can create one using the IIS Admin Console. The drop-down list displays only the application pools that are set to use Classic Pipeline mode. and “C:\temp” as your Install Path. the web site 'Default Web Site' is always available. AppServer Port: The AppServer port number defaults to 3090. Change this number to identify your AppServer port. If the list is empty. in IIS. Enable Single Sign On: Select this check box to use Windows authentication for a single sign on.05 Installation Guide : Windows MSSQL Database Version 9.Optional Installations and Configurations 4. then the final installation path would be “C:\temp\EWATest”. For example. Web Site: Select the IIS web site where the application will get created. if you enter “EWATest” as your Epicor Web Access Site. For example. the Appserver port for the live database is 9001. Install Path: Enter the directory path where the EWA files will be located. Click Next. Progress Server: Enter the name of your Epicor Progress Application Server (AppServer). The Install Path is available for entry for both IIS 6 and IIS7 environments. The Site Settings dialog opens. Low Priority Interval For Client (ms): Select the number of milliseconds the process waits between process after the time specified for the High Priority Duration for Client is done. If the Crystal 2008 Embedded Server is installed on a different server. When the time is greater than High Priority Duration for Client time. change this name to identify the name of the server where it is installed.Optional Installations and Configurations 5. Note that this check box is only enabled when a Crystal 2008 Runtime is installed on the server.600 Page 65 of 112 . The Report Appserver defaults to the name of the webserver. Auto Purge Older Reports For Server (days): Select the number of days the report is available before it is automatically delete from the server. it sets it to Low Priority Interval For Client. the process shifts it to Low Priorty Interval for Client. The Reporting Settings dialog opens. High Priority Interval For Client (ms): Select the number of milliseconds the process waits immediately after the report is submitted. Selection enables the Report Setting section. It looks similar to the following: Enter the following information: * Enable Reporting: Select this check box if you have Crystal 2008 Embedded Server installed on the same server or on the network. Report Appserver. * * * * * * Epicor 9. This setting is similar to the System Monitor in the Win Client. High Priority Duration for Client (ms): Select the number of milliseconds for the duration time that the reports check for new reports.05. Report Monitor Polling for Server (ms): Select the number of milliseconds for report polling from the web server. When the duration times out.05 Installation Guide: Windows MSSQL Database Version 9. Review the information.05. 7.Job Scheduling Board Page 66 of 112 : Windows MSSQL Database Version 9. 6.05 Installation Guide .600 Epicor 9. a window similar to the following should appear: 9. 10. with a few exceptions of the drag-and-drop scheduling forms and most of the system setup forms. The delivered web forms are generated at the same version as the Epicor application software deployed in the release. Enter a valid User ID and Password that you use to log into your Epicor application. Click Finish. C.Optional Installations and Configurations * NLB Report Repository: Specify the NLB (Network Load Balancing) report repository location. Review the form exceptions. which include: . The Epicor Web Access installation proceeds. This location is a shared repository that can be accessed by other EWA installations. Click Login. in Windows Explorer enter the Epicor Web Access URL. If your Epicor Web Access installed successfully. Click Next. To verify that the installation was successful.aspx where <your server> is the name you specified as your Progress server and <your site name> is the name you specified as your Epicor Web Access Site. 8. Epicor Web Access includes the majority of the Epicor application forms. This sign-in consumes a user license. For example.4 Deploy Epicor Web Access Use these steps to deploy Epicor Web Access. 1. This is an optional field. enter http://<your server>/<your site name>/default. The Summary dialog opens. The Web Menu includes the forms that are available for Epicor Web Access. Note! A prerequisite for generation is that any customization script must be supported in C# rather than VB. Determine if you need to customize any forms or create any user dashboards since these must be specially generated for Epicor Web Access.05”. 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.BPM Method and Data Directive Maintenance .Net to C# Customization Code in Epicor 9.Multi Resource Scheduling Board . This is due to the fact that the process converts customization code from C# into Java Script for Browser deployment.Net with the Epicor 9.05.W2 Processing 2.05 application. You must either recreate those customizations using C#.Financial Report Designer .Net that were created prior to upgrading to the Epicor 9.05 Installation Guide: Windows MSSQL Database Version 9. This process is not possible from VB.Mobile. Determine how to process the customizations and dashboards containing customization code in VB.Resource Scheduling Board . 3.Net code.05 application since they do not generate for Web Access without conversion to C#.Menu and Security Maintenance . Epicor 9. use Menu Maintenance (using the Epicor Smart Client) and on the Security sheet. 4.Business Activity Query Designer . select the Exclude Epicor Web Access check box associated with each menu option.System Agent . Customer and Supplier Connect Maintenance .Optional Installations and Configurations .Translation Maintenance . Instructions are available in a the document entitled “Guidelines for Conversion of VB. or manually convert code either by hand or using a commercially available VB.05 application.600 Page 67 of 112 . Contact Epicor Support for this documentation.Net is supported for backward compatibility with the Epicor 9. Although VB. Determine if you need further control over web forms that you need to exclude from Epicor Web Access.Net to C# conversion routine.Net code. To exclude a form. Read. List Folder Contents.6 Assign Resource Folder Properties and Sharing Use the following steps to assign required properties and sharing to the Resource folder.Epicor Everywhere tab. Click the Security tab.600 . 4. Navigate to System Management . 1.05. Right-click on the Resources folder and select Sharing and Security.Company Maintenance and open the Company program. Page 68 of 112 Epicor 9. 1. This is from the perspective of a client PC that might be generating Epicor Web Access forms. C. Example: c:\inetpub\wwwroot\<your site name>. 4. In the Permissions for IIS_WPG list. 5.Optional Installations and Configurations C. Enter your Metadata Output Path. Read & Execute. the default directory would be: :\inetpub\wwwroot\EWA\Resources Right-click on the Resources folder and select Properties. For example. Enter your Epicor Everywhere URL. Click the Edit button. 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. 6. if your Epicor Web Access was installed to IIS. enter http://<your server>/ <your site name>. Re-select the IIS_WPG group. Click the System . For example. 3. 3. 2. Click Save on the Standard toolbar. For example. Click OK until you exit. 7. 5. 8. Select the IIS_WPG group from the Group or user names list. and Write.5 Configure Epicor Web Access Use these steps to configure Epicor Web Access within your Epicor application. 2. Note! The IIS_WPG group now has Allow selected for Modify.05 Installation Guide : Windows MSSQL Database Version 9. Navigate to the Epicor Web Access virtual directory. select the Modify and Write check boxes in the Allow column. 05.pdf files (from IIS).mfgsys file. C. open the default. Click OK. 6. .Optional Installations and Configurations 9. Epicor 9. Select the Epicor Lightweight Client Install Updater program. Enter or browse for the Installer File Name. such as default. Click OK. 4. 8.Locate the line: <Deployment server uri = [value]>. 2. 1.05 Installation Guide: Windows MSSQL Database Version 9.msi file. Installing the full Adobe Reader installs the appropriate browser add-on that is required to render and view report . Verify that your Epicor Web Access site has been created.Programs Epicor Software . Enter your Configuration file name. When the installation is finished.adobe.On the smart client.Copy the value and paste it into the Deployment server URL field.Open the configuration file for that smart client. The file is called SmartClientInstall. enter the configuration file used by your smart client. navigate to Start . 5.msi file and it is located in the following folder: C:\inetpub\wwwroot\<EWA site>\SmartClientInstaller. For example. do the following: . Go to the Adobe Reader website. Enter the Deployment server URL.7 Install Full Adobe Reader on Epicor Web Access Client Use the following steps to install Adobe Reader on your Epicor Web Access client.600 Page 69 of 112 . 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. . The link is: http://get.Epicor Web Access Utilities.Epicor Administrative Tools .8 Update Epicor Lightweight Client Installer File Use the following steps to update the “lightweight” Epicor Web Access client installer . To find the value. 3. . 7. click OK.mfgsys. To do this. C.com/reader Download the latest version of Adobe Reader. For example. go to the \config directory. 2. Open the Epicor Web Access Utilities. Select the Share this folder check box. 1. pdf. do the following: .Click Request Restrictions. . Expand the Sites and Default Web Sites nodes.PDF If you use Windows Server 2008 64-bit web services. Locate the Epicor Web Site and single-click to enable the Feature view pane.Open Epicor Web Access. To test that the Epicor Lightweight Client Installer file was updated. You need to configure both PDF and XLS report formats.Click on the Download Smart Client Installer icon that is located in the toolbar. Under IIS section.0. select Add Script Map. enter AboMapperCustom PDF 32. 2. Prior releases and versions have not been certified or supported.For the Executable. browse and select the file: C:\Windows\Microsoft. use the following steps to set up a PDF configuration. If you intend to use Windows Server 2008 (32bit or 64-bit) as the web server platform for Epicor Web Access. 1. After creating an Epicor Web Access site. . Select the One of the following verbs checkbox. open Internet Information Server. enter*. Configure 1: Windows 2008 64-bit Web Server . .For the Name. C. double-click to open Handler Mappings. 3.600 Epicor 9.Optional Installations and Configurations 9. .05 Installation Guide .9 Configure EWA Reporting URL Display Features If you use Windows Server 2003 (32 or 64) or Windows Server 2008 (32 or 64) for your web server you must use these steps to configure the Epicor Web Access report display feature.dll . . 4.50727\aspnet_isapi. Crystal Reports Embedded Server 2008 SP0 does not currently support Windows Server 2008 as a report server platform. .05. Page 70 of 112 : Windows MSSQL Database Version 9.For the Request path.Go to the Verbs tab.The Epicor Lightweight Client Installer is downloaded to your machine. then the Crystal Reports Embedded Server 2008 SP0 must be placed on a separate server machine running Windows Server 2003 (32-bit or 64-bit).NET\Framework\v2. Note! Epicor Web Access reporting has only been certified with Crystal Reports Embedded Server 2008 SP0 and Crystal Reports 2008 Runtime SP0. 5. In the Actions section. or 64-bit Web Server .DEBUG.DEBUG.50727\aspnet_isapi.600 Page 71 of 112 . Right-click and select Properties. 3. 2.PDF If you use Windows Server 2003 64-bit web services.For the Request path.dll .NET\Framework\v2. select the Limit to checkbox.For the extension.A message appears asking if you want to allow the ISAPI extension.Manually enter GET. In the Actions section.50727\aspnet_isapi.Optional Installations and Configurations . Select the Configuration button.HEAD. enter xlsMappingCustom XLS 32. use the following steps to set up a XLS configuration. Configure 2: Windows 2003 64-bit Web Server .pdf . After creating an Epicor Web Access site. Configure 3: Windows 2008 32. . enter*.Manually enter GET. . 4. 5.NET\Framework\v2. . open Internet Information Server.For the Executable.HEAD.Review the Edit Script Map setup form.XLS If you use Windows Server 2008 32-bit or 64-bit web services. Under IIS section. browse and select the file: C:\Windows\Microsoft. browse and select the file: C:\Windows\Microsoft.For the Executable. 2.For the Verbs.xls.POST.05.0. 1. Click the Virtual Directory tab. . select Add Script Map. . 1.POST.0. enter *. . double-click to open Handler Mappings. Click OK.05 Installation Guide: Windows MSSQL Database Version 9. Epicor 9. . Click Yes.Click OK.For the Name. .dll . use the following steps to set up a PDF configuration. In the Application Configuration window. click the Add button.Click OK. Browse to the Epicor Web Access site. The values should be the same as you previously entered. Expand the Sites and Default Web Sites nodes. 05 application forms.For the extension.HEAD. Verify that the Customization Privileges check box is selected. .Manually enter GET. 4.Click Request Restrictions.HEAD. . . . 3. The values should be the same as you previously entered. Click OK.05 Installation Guide : Windows MSSQL Database Version 9. enter *.dll .A message appears asking if you want to allow the ISAPI extension.50727\aspnet_isapi. Select the One of the following verbs checkbox.10 Generate Web Forms for Customized Epicor 9. Browse to the Epicor Web Access site.POST. . .POST. After creating an Epicor Web Access site.600 .Click OK.Optional Installations and Configurations . click the Add button.Keep the Script Engine and Verify that file exists checkboxes selected.For the Verbs. From the Options menu. Select the Configuration button. Click OK. . Right-click and select Properties. 1.0.Manually enter GET. select the Limit to checkbox.NET\Framework\v2.DEBUG. Click on the User Security tab.xls .05. 2.Go to the Verbs tab.05 Forms Use these steps to generate Web Forms for customized Epicor 9. 5. Expand the Sites and Default Web Sites nodes. open Internet Information Server. In the Application Configuration window. Page 72 of 112 Epicor 9.For the Executable. 2.DEBUG. . Click Yes. use the following steps to set up a XLS configuration. browse and select the file: C:\Windows\Microsoft. 1.Review the Edit Script Map setup form. Configure 4: Windows 2003 64-bit Web Server .XLS If you use Windows Server 2003 64-bit web services. Click the Virtual Directory tab. select the Developer Mode check box. C. select Application Builder .applets. 4. .Double-click on the entry. 4. This deploys the UI Dashboard to the Epicor Web Access site C.Generate Web Form. This deploys the dashboard as a UI form. select Generate Web Form. 3. Select Application Builder .12 Review Supported Browsers and Configuration Use these steps to review the browsers and browser configurations that are supported with Epicor Web Access. Run the Customized form under the customization that you wish to Generate. From the Tools menu of the customized form. . select Developer.05.05 Installation Guide: Windows MSSQL Database Version 9.Optional Installations and Configurations 3. If you use Firefox. Open the Dashboard that you wish to generate a web form. complete the following steps to change your security settings to support Java popups such as the search dialog box: .0. From the Tools menu.4 Apple Safari . complete the following steps to access some Microsoft plug-in files to support Window Authentication: Page 73 of 112 Epicor 9.600 . Verify that the Customization Privileges check box is selected.Internet Explorer 7 Mozilla Firefox . Verify that one of the following browser versions is installed on your system: * * * 2. 3. 2.In the Navigation bar.Safari 3. type about:config. C.In the Filter text box. type signed.codebase_principal_support.11 Generate Web Forms for User Dashboards Use these steps to generate Web Forms for user Dashboards: 1. 5. Internet Explorer . The customized form is generated to the Epicor Web Access site. .Deploy UI Application. 1. The value changes from “false” to “true”. From the Tools menu.2 If you use Firefox.FireFox 3. Click OK. 5. Click on the User Security tab.Restart firefox. A Fully Functional subscribing database starts as an empty Epicor SQL database with all tables and stored procedures and functions predelivered. D. Follow the online instructions to add the plug-in files. browse to the following: http://www.Optional Installations and Configurations . The main purpose of this type of database is to offload query functions. Replication database tables are selected using profiles designed in the Epicor application and applied to companies in the main system. An Ad Hoc subscribing database starts as an empty SQL database and all table schemas and data are loaded from the source database.com/genuine/diag/default.aspx?displayLang=en .600 .microsoft. One replication database can contain data from multiple companies. even if these companies are on multiple application servers. It is recommended that Replication Server is installed on a server other than the main Epicor application server since it's primary purpose is to allow offloading of reporting and query functions from the main transactional server. Appendix D: Install Epicor Replication Server Epicor Replication Server is designed to replicate tables from the Epicor application database to a secondary SQL database.1 Review Epicor Replication Server Types Replication subscribing databases have two types: * Ad Hoc. This replicated database may be used for ad hoc reporting using tools such as Crystal. These empty databases are included with the Epicor application. such as dashboards and reports. Fully Functional. multiple replication databases can subscribe to data from a single application source. This replicated database may be configured as the database for a running installation of the Epicor application.05.2 UnInstall Epicor Replication Server If you have a previous version of Epicor Replication Server installed. use these steps to review options and then uninstall Replication Server. Review PROPATH Option Use these steps to review your Progress Explorer Tool PROPATH option if you have a previous version of Epicor Replication Server installed.05 Installation Guide : Windows MSSQL Database Version 9. * D.Click the Start Diagnostics button. This database is marked as “Read Only” and Epicor application forms cannot be updated. Similarly. as long as the Company IDs are unique. Page 74 of 112 Epicor 9.In Fire Fox. Delete all contents of the Snapshots folder. For the PROPATH option. 6. Open the folder that ends with BPM.Optional Installations and Configurations 1.For a 32-bit system: Click Install Replication Server 32 bit. 2. Epicor 9. D. For the TCP/IP settings accept the Default Port 11111 or select another port. Select Start .exe file. Select Epicor Replication Server and click Remove.Add or Remove Programs. 4. On the Welcome to the Epicor Utilities Setup wizard. Select Properties. Exit from the Progress Explorer Tool. click Next. For example.3 Install Epicor Replication Server on a Server Use these steps to install Epicor Replication Server on a server that will host one or more subscribing replicated databases 1. 4. 2. On the Epicor Utilities Setup dialog. . UnInstall Epicor Replication Server 1. 3. click Next to start the installation. the value contains a comma delimited list of folders. 8. Select a Destination Folder and click Next. Verify that Epicor Replication Server has been uninstalled. 6. On the Confirm Installation dialog. On the Welcome to the Epicor Database Replication SetupWizard.For a 64-bit system: Click Install Replication Server 64 bit. 3.600 Page 75 of 112 . Navigate to the Snapshots subfolder.Control Panel . click one of the following to start the installation: . 3. go to \Epicor Software\Epicor905. 5. Go to the directory where your Epicor application is installed. 5. 2. Open the Progress Explorer Tool. click Next.05. Double-click on the EpicorUtilities. 7.05 Installation Guide: Windows MSSQL Database Version 9. 1. .Change the Service logon account to be a domain account.Services. Page 76 of 112 Epicor 9. Create one or more replication profiles.Replication. Click Start this service.Administrative Tools . See the Epicor application help system for more detailed steps. Verify that Sonic MQ 7. you can review the “zEPM” profile. Select Epicor Database Replication Server.05. if necessary. Navigate to Start .6 is required. but it is not included in the Replication Server installation.Administrative Tools .Replication Profile Maintenance.6 has been installed and properly configured.exe. open a command prompt window and type: netstat -na|more.Replication .Optional Installations and Configurations 9. Note! If you use Epicor EPM (Enterprise Performance Management). 2. .Select Start .5 Configure using the Epicor Application Use the following steps to configure Replication Server using the Epicor application. D. D. 12. click Close. Highlight to select the Epicor Database Replication Server service. 10. . . Verify that the status of the service is Started.Control Panel .Server.05 Installation Guide : Windows MSSQL Database Version 9.Services.Control Panel . Click Save. This profile contains the tables required by the four EPM content packs available with this release.4 Verify Prerequisite Configurations Use the following steps to verify installations and configurations of prerequisite software.config file located in the server installation folder.WinService.Log into the Epicor application. When the installation is complete. 1. To do this.Click New. The port is specified in the Epicor. Enter a profile and description.Mfg. 11. Configure the Replication Server Services. 13. To do this: .600 .Verify that the TCP/IP port used by the Replication Management Console to connect to the server is not in use. Note! Sonic MQ 7. To do this: .Go to System Management . select Settings. on which the Epicor 9.Replication System Maintenance. Right-click the name server and select Properties. The value is displayed in non-encrypted format. Verify the Replication settings values related to Sonic. Select the protocol used by the publishing Epicor 9. This value can be changed.port=2506.225. Identifies the ID linking the publisher and subscriber. Connect to the machine.localport=1714]) Max Records Per Message.Optional Installations and Configurations 2. The Replication Settings dialog opens. which you want to Epicor 9. .Replication .05 Installation Guide: Windows MSSQL Database Version 9. Displays the value of the Sonic broker port. . . SSL. Displays the password of the Sonic administrator. Sonic Administrator Password.92.05 system to connect to the Sonic server.05 application server is installed. however it should remain unique among all publishers feeding data to the same replication server. Assign the created replication profiles to one or more companies. HTTP.In the Available Profiles list.7. This value can also be copied from the name server Properties dialog box. This value can also be looked up in the Sonic MQ Domain Manager log. Copy and paste this value into the same field on the Replication Server Publisher Properties tab. Displays the maximum number of database change records. To do this: . . Sonic Connection Protocol.05. To access the name server Properties dialog box. For example.Replication System Maintenance. select one or more profiles. Sonic Broker Port. OpenEdge Name Server Port. HTTPS 3.Go to System Management .From the Tools menu.Go to System Management . To do this: . select the company to which you want to assign a profile. Displays the number of the OpenEdge name server port.600 Page 77 of 112 . open the Progress Explorer Tool. which can be sent by the Replication Log Reader process to the Replication Server in a single Sonic message. Note that the System ID is used as a part of Sonic Topic Prefix. Available values include: TCP. Displays the IP address or host name of the machine running Progress SonicMQ server. Sonic LAN Host Name.In the tree view. Expand the Name Server node.Review the following fields: Sonic Topic Prefix. Copy the value in the Port number field. the Sonic Broker Port is marked in bold below: [09/07/24 11:42:27] (info) Management connection (re)established (Socket[addr=localhost /10.Replication . where replication log reader data is to be stored. See the Replication Management Console help system for more detailed steps.Select the Schedule option during which you would like the process to run. D. Use the Progress Explorer Tool to stop.Replication Agent Process. and any other user-defined schedules created for your company. 4.Optional Installations and Configurations assign to the selected company.Replication Log Reader Process. with the interval. Page 78 of 112 Epicor 9. if necessary. 1.For the Log Filename. enter or browse for the file. . . Click the Add (arrow) button. Configure the Replication Log Reader process.Select the Recurring check box to indicate that the process should be run on a repeating basis. 7. . select another company and assign profiles.Go to System Management . 6.600 . Configure the Replication Agent process. . Startup Task Schedule. Click Save.Replication . To do this: . 5. . Verify that the log files produced by the Replication Agent and Replication Log Reader do not contain errors.If required.Go to System Management .For the Log Filename.05 Installation Guide : Windows MSSQL Database Version 9. produced by this process.05. specified as the value of the Continuous Processing Delay parameter. where replication agent data is to be stored. .Select the Continuous Processing check box if you want the task to run continuously. and then restart the server. . Options include Now. enter or browse for the file. To do this: . Open the Replication Management Console.For the Continuous Processing Delay. Add a publisher for the Epicor application. This check box is available only if a schedule other than Now is selected. enter the time interval (in minutes) for starting up the task.6 Configure using Replication Management Console Use the following steps to configure Replication Server using the Replication Management Console. 2.Replication . .Navigate to Start . Initialize the Subscriber Instance. Add a Subscriber instance.1 Verify SQL Server Prerequisites Use these steps to verify the requirements before you begin the installation of SSRS. The subscribing database is represented by a Subscriber Class entity. Select a Subscriber Class. 7. Appendix E: Install Epicor SQL Server Reporting (SSRS) Use these steps to install Epicor SQL Server Reporting Service (SSRS).600 Page 79 of 112 . Epicor 9. 5. Select a subscribing database. Reporting Services must be installed in Native mode.Microsoft SQL Server 2008 Configurator Tools . Verify that you are using SQL Server 2008.Reporting Services Configuration Manager. A target database includes connection information for the subscribing database. 6. Define filters to specify which tables and companies should be received by the subscriber instance. During the installation. 4.05. 3. Initializing the subscriber instance creates tables in the target database and copies the existing data to the target database. 1. Epicor SQL Server Reporting Services (SSRS) is a reporting technology that provides additional functionality not currently available with the current Crystal Reports client runtime. Functional or other. verify that Report Server Mode = Native. Verify that your SQL Server 2008 installation has Reporting Services enabled. Types include AdHoc. A subscriber instance links the target database to the publisher. .In Current Report Server information. To do this: . 2.All Programs . the report portal and Report Service Monitor Service are created. The installation of SSRS is optional. E. 8.Connect to the Reporting Services. Add a Target Database.05 Installation Guide: Windows MSSQL Database Version 9.Optional Installations and Configurations Note! Verify that the Sonic Topic Prefix setting in the Publisher properties matches the Sonic Topic Prefix indentified as a Replication Setting in the Replication System Management program. Exit the Control Panel.05. 4. Click Programs or Programs and Features. Using Server 2008 1. right-click and select Add Role Services.IIS 6 Management Compatibility. Open the Control Panel. Copy the CLSEpicor. The steps are different based on your operating system. Go to the Assembly folder on the server where SSRS is installed. Note that this node is only present when IIS is already installed. Verify that IIS Metabase and IIS 6 configuration compatibility is selected. Installation includes copying the .dll file and editing the . go to C:\Program Files\Epicor Software\Epicor905\SSRS\Epicor SSRS Assembly.Web Management Tools .600 . Note! The name of your <Instance Name> folder depends on your installation location or other Epicor tools that have already been installed. 4.config file.Web Services (IIS). Exit the Server Manager.05 Installation Guide : Windows MSSQL Database Version 9. 2. For example. Expand Management Tools . 5.dll file to the location where your Microsoft SQL Server Reporting Server files are installed. copy the file to: C:\Program Files\Microsoft SQL Server\<Instance Name>\Reporting Services\ReportServer\bin folder. 1. 2. 3. Select the Turn Windows features on or off option Expand Internet Information Services . From Roles .IIS 6 Management Compatibility. 5. 3. Verify that IIS 6 Metabase Compatibility is installed. E. Page 80 of 112 Epicor 9. use these steps to enable IIS 6 Management Compatibility.3 Install Custom Assembly DLL File (Report Server) Use these steps to install custom assembly DLL file.2 Enable IIS 6 Management Compatibility (optional) If you are running IIS 7. Run Server Manager. Using Vista and Windows 7 1. 2.Optional Installations and Configurations E. For example. 4 Install Epicor SQL Report Monitor Use these steps to install Epicor SQL Report Monitor. Locate the rssrvpolicy.05.config file. 5.MSSQLSERVER\Reporting Services\ReportServer\bin\CLSEpicor. In the line above this description. change PermissionsSetName = Execution to PermissionSetName = FullTrust. 1. locate the following code: <CodeGroup class="FirstMatchCodeGroup" version="1" PermissionSetName="Nothing"> <IMembershipCondition class="AllMembershipCondition" version="1"/> 6. E. Create a backup copy of the file. In the code. Copy the EpiSSRS.600 Page 81 of 112 .config file with a text editor. Go to the C:\Program Files\Microsoft SQL Server\<Instance Name>\Reporting Services\ReportServer folder. locate the description: Description="This code group grants default permissions for code in report expressions and Code element. 2.Optional Installations and Configurations 3. 4.dll"/> </CodeGroup> Note! You may need to change the URL based on the location where the ReportServer\bin folder is located on your server.msi file to the server where your Microsoft SQL Server 2008 is located. Open the rssrvpolicy. This enables the expressions in the report to access the configuration file and call the . Paste the following code right below the code you located in the previous step: <CodeGroup class="UnionCodeGroup" version="1" PermissionSetName="FullTrust" Name="MyCodeGroup" Description="Code group for my data processing extension"> <IMembershipCondition class="UrlMembershipCondition" version="1" Url="C:\Program Files\Microsoft SQL Server\MSRS10. Go to the SSRS directory on the server where your Epicor application is installed.05 Installation Guide: Windows MSSQL Database Version 9. Example: C:\Program Files\Epicor Software\Epicor905\SSRS. In the config file. Epicor 9." 8. 7.dll file. .600 . enter the following information: . localhost. click Next.msi file on the server where your Microsoft SQL Server 2008 is located. AppServerDC://Epicor9servername:AppserverPortNumber. The default is Default Web Site. enter the following: .05 Installation Guide : Windows MSSQL Database Version 9. Enter a password and confirmation password for the user. Enter the virtual directory. On the Configure the SQL Report Server dialog. 4. 5. Enter the URL for the Epicor application. unless a specific path is specified. 8. Click Next. On the Enter the application server information dialog. .NET AppPool as the application pool. and password. On the Set up the Epicor SQL Report Monitor Service User Account dialog. The web location is created. Enter a user name for logging into the Epicor application. On the Select Installation Address dialog.Application Server URL. 6.Domain. you must define the user name.05. On the Welcome dialog. enter a URL such as: http://localhost/reportserver. Enter a password and confirmation password for the user.Optional Installations and Configurations 3. For example. .User name.Password. The Configuration utility opens to begin the SSRS configuration. select Classic . From the drop-down list. . For example. Page 82 of 112 Epicor 9.Virtual Directory. This site was created when you installed Microsoft SQL Server with Reporting Services ennabled (SSRS). Enter your domain identifier. Enter a user name that has administrative rights.User name.Site. enter the following: . .Password. For example. domain. Click Next.SSRS ReportServer site.Application Pool. For example. . Enter the web location site to install Epicor SQL Report Monitor.Click Next. For example. 7. . . EpiSSRSPortal. . create a user name such as Administrator. select Local System Account or “This Account”.Click Next. If you select This Account. The virtual directory is created under inetpub/wwwroot. Double-click on the EpiSSRS. Click Next. To configure the Windows Service. . start the Report Service.600 Page 83 of 112 . Epicor 9. Enter the name of the SMTP server.Administrative Tools . Default is 3.Verify that EpiSSRS is available.Control Panel .Administrative Tools . you can accept the defaults.Event Viewer. Specifies the number of seconds to wait before checking on the Appserver.Select Epicor SQL Report Monitor Service. enter \\servername\printername . 10. . The defaults include: .Login interval. Default is 5. . click Finish.SMTP port.5 Deploy Reports to Report Server Use these steps to deploy the reports to the report server.05. 11. .Email from. . To configure the printers.Optional Installations and Configurations 9. On the Enter the mail configuration information dialog. Enter the originating email address. if it is not started. Values are >0 and <1200 seconds. do the following: . If you do not know your this information. Value is > 0 and <=20. 12. use your Epicor application to open Company Configuration and review the System values.05 Installation Guide: Windows MSSQL Database Version 9. or 20 minutes. E.Click OK.Click Start this Service. .SMTP server. . .Services. To do this: .Navigate to Start . or 20 minutes. or enter your own values. . Default is 100. When the installation is complete. Specifies the number of seconds to wait between listening for activity.Navigate to Start . For example. 13. Values are >0 and <1200 seconds.Click on the printer button (paper and green plus sign) on the right. Enter your port number. . The port value is >0 and < 65536.Control Panel .Enter the print identifier.Concurrent agents. To verify the installation was successful.Polling interval. Specifies the number of agents allowed to run simultaneously. Click Next. enter your company’s SMTP values. This path must already exist and contain a web. 2. C:\Program Files\Epicor Software\Epicor905\SSRS .SET REPORTSERVE.Select a report to open. This folder was populated with all the reports located in SSRS\Reports folder.SET RS.Click on the Reports folder. Verify it opens correctly. Verify that you have Administrator rights. http://localhost/EpiSSRSPortal. http://localhost/ReportServer . Select the Configure Epi SSRS Service. you can use the Epi SSRS Service utility. Save the file. Select EpiSSRS and verify it says "Service is starting" and "Initial login to AppServer". C:\Program Files\Microsoft SQL Server\100\Tools\Binn\RS. Navigate to Start . Example paths include the following: . open the RS Scripter Load All Items. 5. go to the SSRS directory. This site must be a valid URL. 3.Event Viewer.Epicor SQL Report Monitor. 6. For example. http://localhost/Reports .Administrative Tools . Double-click on the RS Scripter Load All Items. 2. If you run the utility with UAC turned on. On the server where your reports are located.Epicor Software .Programs .05.Optional Installations and Configurations 1.config file. 1. 6. In a text editor. E. 5. For example. you are prompted to login as an Administrator to run the application Go to Start .SET SCRIPTLOCATION. Enter the Epi SSRS path.600 .cmd file. and RS. REPORTSERVER. Page 84 of 112 Epicor 9. For example. enter the Epi SSRS site. To do this: . On the Configure the SQL Server Report Portal. C:\inetpub\wwwroot\EpiSSRSPortal\.05 Installation Guide : Windows MSSQL Database Version 9. Set the paths for the variables: SCRIPTLOCATION. Verify that your reports open correctly. 4.cmd file to run the script. .EXE 4.Go to your Reports site. if you need to make additional changes to the Epicor SQL Report Monitor configuration settings. 3.6 Maintain Epicor SQL Report Monitor Configuration After the installation.Control Panel . Click Next. F. then SQL Server 2008 must be made available as Candy. 4. Verify that the SQL Server 2008 installation has SQL and Windows Authentication enabled.05 Installation Guide: Windows MSSQL Database Version 9.3 Install Epicor Enterprise Search Use these steps to install Epicor Enterprise Search. 5.600 Page 85 of 112 . 1. and you manually tuned Enterprise Search metadata xml files to include or exclude BAQs or otherwise adjusted search tuning metadata. 2.2 Create Back Ups (if Previous Version Installed) Use the following steps to create back ups if you have a previous version of Epicor Enterprise Search installed. navigate to C:\Program Files\EnterpriseSearch. Double-click on the EpicorUtilities. For example. Go to the directory where your Epicor application is installed. Verify that the server where Enterprise Search is installed also has SQL Server 2008 installed as the named or primary instance. Epicor 9. 2. go to \Epicor Software\Epicor905. Verify that the account you used to log into the system is trusted by SQL Server. F.Optional Installations and Configurations Appendix F: Install and Configure Epicor Enterprise Search Use these steps to upgrade your Epicor Enterprise Search. 3. if your server is named Candy. Verify you are running SQL Server locally. For example. Note that the Epicor application SQL database can be located on a remote server. Verify that you are using SQL Server 2008. 3.1 Verify SQL Server Prerequisites Use these steps to verify the requirements before you begin the installation and configuration of Epicor Enterprise Search.05. F. Log on to the server where you intend to install Enterprise Search. On the server where Enterprise Search is installed. 1. Profiles. and Tuning. 2. and not as a sub or separate installation. Create a backup of the following folders: Templates. 1.exe file. Page 86 of 112 Epicor 9. 1. 7.Optional Installations and Configurations 4.4 Configure Replication Server for Epicor Enterprise Search This section is optional if you are using SQL Server for your Epicor 9.05 transactional database. The Epicor Enterprise Search is now installed. It is not a profile that replicates all the necessary data that is needed to run a fully working Epicor 9. click Next. When Epicor 9. click Next.05 application. you must replicate the data to a SQL Server database for use by Enterprise Search.05 application for full details on how to assign replication profiles. Use the following steps as a basis to create a subscriber database that Enterprise Search can use for indexing and searching.600 . The files are installed. you must either create or use an existing replication profile that includes all of the tables in the transactional database. Assign the existing replication profile for Enterprise Search to the companies that are going to be indexed for searching.05 application. The replicated database must be configured as a Fully Functional (Read Only) Subscribing database.05 is using Progress for its transactional database. click Next. On the Confirm Installation dialog. Note! The Enterprise Search profile only includes the tables needed to support indexing and searching for Enterprise Search. 5. and enable data replication.05 Installation Guide : Windows MSSQL Database Version 9. Data from the tables defined in the profile are replicated to the subscriber database for each of the companies that were assigned the profile. configure replication subscribers.05 application. click Close. This means that the Epicor 9.05. If you need to run the Epicor 9.Replication Replication System Maintenance.05 application against the replicated database. In your Epicor 9.05 application. 8. Note! Refer to Replication Server documentation in the Replication Server snap-in for Admin Console and in the Epicor 9. When the installation is complete. including Epicor Web Access.05 transactional database and not using the replicated database. must be running using the Epicor 9. On the Epicor Utilities Setup dialog. click the Install Enterprise Search button to start the installation. On the Welcome to the Epicor Utilities Setup wizard. 2. go to System Management . F. On the Welcome dialog. which means that the database includes the necessary schema and code needed to store data for a fully working Epicor 9. 6. A reboot is not required.Epicor Software . . use \Epicor Software\Epicor905\server\sql\Epicor905. * The uninstaller may warn that the Epicor Search Indexer service is running. 2. 4.Epicor Administrative Tools . select the second option (continue anyway).Follow the instructions in the help topic.05 application server is installed.Start Here topic. Login to the Epicor Administration Console as a user who can authenticate to the Enterprise Search Server. you use Enterprise Search Management from the Epicor Administration Console. review the Help topics. Open the Epicor Administration Console. F. To do this.sql. To do this: . To start using Enterprise Search. navigate to Start . .05 Installation Guide: Windows MSSQL Database Version 9. 1. .Select the Initial Configuration .600 Page 87 of 112 . F. These files are kept in the [Program Data]\EpicorSearch folder if you want to remove them manually. * Appendix G: Install Epicor Information Worker Use these steps to install Epicor Information Worker. select Help Topics. Create a new Epicor 9. The uninstaller will not delete files for indexed systems or other information not initially installed with the system. For example. To do this.Programs .6 Uninstall Information Use this information if you need to uninstall the Epicor Enterprise Search application. Epicor 9. To complete these steps. 3.Optional Installations and Configurations 3. If you receive this warning.From the Help menu.5 Configure using Enterprise Search Management Console Use these steps to setup and configure Epicor Enterprise Search. use the default SQL script located in the directory where your Epicor 9.05 database for use as the subscriber database.Epicor Administration Console. Use the Replication Management Console to add this newly created database as a Functional subscriber.Go to the Enterprise Search Management Console table of content book.05. you must uninstall it prior to installing the new version. Use the instructions in the Epicor Information Worker Installation Guide to install Epicor Information Worker.pdf file. but you cannot implement the server-side help without hosting the help in a web site.05 Installation Guide : Windows MSSQL Database Version 9. Note that you can host the help in a web site without implementing the server-side help. In addition to having natural language searches. Navigate to the location where your Epicor application is installed. The field-specific help is also available by selecting Field Help from the Help menu. Select and open the EpicorIWGuide. Copy the Help folder to your web server. 3. 4. Navigate to the root where your Epicor application is installed. For example. the help system searching capability relies on index files that are downloaded to each client workstation. 2. but recommended if you want to improve the performance and efficiency of the help system by hosting the help in a web site and implementing server-side searching. copy the /Info Worker folder to that server. Alternately. and/or choose to search only among help topic titles.05. Note! If you need to install Epicor Information Worker on a server other than where your Epicor application is installed.1 Host Help System in a Web Site Use the following steps to configure your help system to run in a web site. The following steps are optional. by default the help system (a large collection of noncomplied html files) is installed to be accessed from the file system.Optional Installations and Configurations 1. If you have a previous version of Epicor Information Worker installed. Implement Server-side Searching. Epicor/Epicor905. If your Epicor application is used over a wide area network (WAN). Page 88 of 112 Epicor 9. users can do advanced searches using Boolean operators. Appendix H: Configure Your Help System After your Epicor application is installed. For example: * Host Help System in a Web Site. 1. H. you can implement server-side searching which uses Windows Search and provides a more robust and faster search. By default. * It is recommended that you complete both of these optional configurations. Go to the /Info Worker folder.600 . your help system is ready to access from within the application by pressing F1 or selecting Contents from the Help menu. Alternately. you can host the help on a web site to improve the speed of accessing the help. See the application help for more information on advanced help system searches. 2 Implement Server-Side Help Search (Windows Server 2003) Use these steps to implement the server-side search using a Windows Server 2003 environment. Edit each client . If it running double-click the service and select Stop.Navigate to the Client\Config folder on your workstation. For example.05. .Edit the <helpServer uri=" " /> line to add the new help URL between the empty quotes. select Start . H.htm file as a default document. Note! If Windows Search is already installed. you must make the virtual directory an application and have it use an application pool that uses the Managed pipeline mode of type “Classic. test the help by using your Internet browser to browse to the snm_enu. 1. Open the IIS online help and follow the instructions for creating a virtual directory. Note! For Windows 2008.0 for your version of Windows 2003.Run and type services. the edited line would look similar to <helpServer uri="http://MyServer/Help/" /> 5.NET is enabled on the web server. Select Start . 3.” 4.msc and click OK. Epicor 9. .mfgsys file in a text editor.Open the . Verify that ASP.mfgsys configuration file to use the help URL you just created. if you created a virtual directory with an alias of Help on a server named MyServer. Do not set the snm_enu.05 Installation Guide: Windows MSSQL Database Version 9. 3. Download and install Windows Search 4. 4. Enter inetmgr to start Internet Information Services (IIS). Verify that you completed the “Host Help System in a Web Site” instructions in the previous step.600 Page 89 of 112 . After you created the virtual directory.Run.Optional Installations and Configurations 2.htm file in the root of the virtual directory. ignore the previous step. 2. See your Internet Information Services (IIS) documentation for information on how to make the verification. Be sure you create a virtual directory pointing to the physical location of the Help folder you copied in the previous step. Find the Indexing Service. Change the Startup type to Manual or Disable. To do this: . For Windows operating systems. such as Notepad. However.NET is enabled on the web server. Change the connection string portion that is in quotes to the path where your Help\enu\Standard folder is located. H. Expand the nodes down to enu/Standard. C:\www\Help\enu\Standard) is selected for indexing. Note the locations being indexed. 2.Server Manager. For Execute Permissions. you may want to clear other folders just so the indexing is not taking any CPU cycles indexing files you do not care to have indexed. Verify that ASP.Programs . 9. Verify that you completed the “Host Help System in a Web Site” instructions in the previous procedure. When prompted. Use a text editor such as Notepad to edit the Web. Clear check boxes next to any folder that you do not want to index. Expand the node down to enu/Standard/frameset. Select Start .Run and enter inetmgr to start Internet Information Services (IIS). select Yes to overwrite the current file.Optional Installations and Configurations 5. 3. Copy the snm_enu. 7. Select Start . Click Modify. Page 90 of 112 Epicor 9.html files in the folder (and its subfolders) you configured in the above step. Close the IIS console. Make sure that the Standard folder under the Help\enu folder (for example.600 . Navigate to the Standard folder under Help\enu where you installed the help. Note! Using search in Epicor help only returns results from .bak/indexserver. See your Internet Information Services (IIS) documentation for information on how to make the verification.htm file and paste it in the root of the Standard folder.Indexing Options. 1. Click OK.Administrative Tools . 8.3 Implement Server-Side Help Search (Windows Server 2008) Use these steps to implement the server-side search using a Windows Server 2008 environment. Go to the virtual directory you created for the help system. Click Create to create the application name.config file in the Standard folder. 10. Find this line: <add name="EpicorHelpSearch" connectionString="file:C:/ ExamplePath/ExamplePath/Help/enu/Standard" />.Settings . Open Windows Explorer. In later steps the help search will be configured to search only the help folder. select Scripts only. Go to the help system folder. Open Windows Explorer. Leave the file: as is and use forward slashes instead of back slashes as is shown in the example path.05 Installation Guide : Windows MSSQL Database Version 9. Right-click and select Properties. 11. 6. Save and close the file.05.Control Panel . Click OK and Close. Select Start . 5.html files in the folder (and its subfolders) you configured in the above step. Change the connection string portion that is in quotes to the path where your Help\enu\Standard folder is located. Select Start . Add the File Services role if it does not already exist. click Add Role Services. Note! If you had Windows 2003 Indexing Service installed (under Windows 2003 File Services). Navigate to the Standard folder under Help\enu where you installed the help. 12. Expand the nodes down to enu/Standard. Go to the virtual directory you created for the help system.Control Panel .config file in the Standard folder. Note the locations being indexed. Right-click Standard and select Convert to Application. Use a text editor such as Notepad to edit the Web. 7. Click OK. check for Windows Search having a status of installed. Clear check boxes next to any folder that you do not want to index. clear its check box to uninstall it since you cannot run both Indexing Service and Windows Search at the same time. select Copy and Replace to copy the file.600 Page 91 of 112 . 6. 10.05 Installation Guide: Windows MSSQL Database Version 9. Open Windows Explorer. 9.Run and enter inetmgr to start Internet Information Services (IIS). When prompted. Epicor 9. However.Optional Installations and Configurations 4. If it is not. Click Modify. Open Windows Explorer. click the File Services. 11. Under Role Services. Find this line: <add name="EpicorHelpSearch" connectionString="file:C:/ ExamplePath/ExamplePath/Help/enu/Standard" />. Under Roles Summary. Copy the snm_enu. Go to the help system folder. Save and close the file. Note! Using search in Epicor help only returns results from .bak/indexserver. Expand the node down to enu/Standard/frameset. you may want to clear other folders just so the indexing is not taking any CPU cycles indexing files you do not care to have indexed. Leave the file: as is and use forward slashes instead of back slashes as is shown in the example path.htm file and paste it in the root of the Standard folder.Settings . 8. In later steps the help search will be configured to search only the help folder.05.Indexing Options. Make sure that the Standard folder under the Help\enu folder (for example. Click OK and Close. select Windows Search Service and click Install. C:\www\Help\enu\Standard) is selected for indexing. Close the IIS console. Select Start . then you must uninstall and reinstall of Sonic.1 Determine Your Security Sonic Software has the ability to function with username/password security. 2. or Mobile Connect so that information can transfer between companies.600 . Follow the Infragistics Upgrade instructions and. Customer Connect. Appendix J: Install SonicMQ Use this appendix to install SonicMQ 7. 1. Use the following “Install SonicMQ with Security Enabled” instructions if you have decided to install SonicMQ with the security functionality. Determine if you want to enable SonicMQ security during installation.Net 2. Supplier Connect. See the SDK documentation for specific version information. J. You must install SonicMQ if you use the Multi-Site module. Review the SDK documentation that came with Epicor 9. customers are able to turn security on if they want. Be aware that the installation instructions differ based on whether you enable security: * or * Skip to the following “Install Sonic MQ without Security” instructions if you have decided NOT to install Sonic MQ with the security functionality.05. at a minimum. 2. The document includes recommended steps for a successful migration. Page 92 of 112 Epicor 9. Note! For Sonic Security to be enabled.0 components. it must be implemented during installation. The installation of SonicMQ is also required for users of financial consolidations. In an effort to increase the security of the software. EuroFinancials.05 Installation Guide : Windows MSSQL Database Version 9. 1.05. you may need to upgrade the Infragistics NetAdvantage version that is used by your Epicor application. If you already have Sonic installed without security. choose to install the Infragistics .Optional Installations and Configurations Appendix I: Upgrade to Infragistics NetAdvantage If you use Epicor’s Software Developer’s Kit (SDK) to modify or extend the application forms.6 on a mobile device. 5. Click Next. Perform a new installation. By default. If you would like to change the defaults. Select the SonicMQ software Advanced Install option. Click Next. (If you do not want to install SonicMQ with security enabled.EXE file in the root directory of the SonicMQ DVD. Begin the installation of SonicMQ. 7.05 Installation Guide: Windows MSSQL Database Version 9. 13. Insert the SonicMQ DVD into the drive. 15. Read the license agreement. 3.) 1. Click Next. Click Next. The Progress Sonic MQ Adapter accesses these files to communicate with SonicMQ. Click Next. you will be prompted to create a new directory. Keep the defaults for the Management Connection information. Enter the directory where the Progress Client Software is installed. 11. Click Next.Optional Installations and Configurations J. 10. 12. Keep the defaults for the Broker Options information. The first five are mandatory for Mobile Connect. Click Next. 16. Epicor 9. 4. Click Next. If the directory doesn’t exist. accept the terms. If you would like to change the other defaults. 9. Files are copied from the SonicMQ install into your Progress directory. Select the Custom installation. Enter the SonicMQ License Key provided.05. Enter the program group folder you want to use. please contact Support before doing so. all features are installed. skip to the next section. Click Next. Click Next. Read the registration and license information. Click Next.2 Install SonicMQ With Security Enabled Use the following instructions to install SonicMQ as an advanced installation. Enter the directory where you would like SonicMQ to be installed. Run the SETUP. Click Next. 14. with the exception of checking the “Enable Security” checkbox. Install the JRE. 8.600 Page 93 of 112 . 2. please contact Support before doing so. Click Next. Click Yes. which includes enabling the security functionality. 6. SonicMQ is installed silently on your server. 8.05 Installation Guide : Windows MSSQL Database Version 9.Optional Installations and Configurations 17. Review the installation. If you want to install SonicMQ with security enabled.3 Install SonicMQ Without Security Enabled Use the following instructions to install SonicMQ as a typical installation. 1. Click Next. Typical install. The default is C:\epicor\SonicMQ76. which does not include enabling the security functionality. and click Next. Run the postinstall process. Click Finish. 10.) 11. 5. use the previous section instead. 12. J.exe on the CDROM. Reboot the server. 6. Click Next. 18. 13. or choose Start — Run and enter the command: D:\76postinstall. Insert the SonicMQ DVD into the drive. 3. A command window may appear. (Do not check the box that this is an upgrade. Page 94 of 112 Epicor 9. Click Next. 4.600 . Click Finished. To do this. Click Next. Select SonicMQ software. double-click 76postinstall. Monitor the progress of the install. Reboot the server.05. 7. Enter the location where SonicMQ has now been installed. Click Next.exe The Welcome window appears. 2. Select the Progress Client Software directory and click Next. Leave the window open until the install is complete. The SonicMQ Install Location window appears. 19. 9. Click Install. jms error in the AppServer log Error: Application Service adapter. you will need the following: * * * * Test Server. A low-cost test server can be a low-end server or a XP Professional workstation with a minimum of 2GB of RAM. it is recommended that you make a copy of your live data and put it in a completely isolated environment on a test server.jms not found at NameServer at Host 127.1 Port 5162. Epicor 9. the shared records populate both the training and the live databases. If the base database is SQL. Progress Database. it needs to contain a unique port number and be set to Auto start (which means it starts when the Admin Service starts).05.5 Review Possible Installation Messages Use the following troubleshooting tips to help resolve issues you may encounter.0. If you do not and you run test multi-company processes.Optional Installations and Configurations J. Resolution: The SonicMQ Adapter “sonicMQ1” is created by default for you when you install the AppServer license.4 Set Up Sonic Test Environment If you use a test environment. status information appears in the sonicMQ1 Status dialog box.0. Sonic Installation. the entire database and Epicor application must be on the test server. Adapter.600 Page 95 of 112 . If the base database is Progress. Problem: The SonicMQ Adapter is not started. The separate environment minimizes the risk of human error when moving databases around for testing and training purposes. SQL Database.05 Installation Guide: Windows MSSQL Database Version 9. If the SonicMQ Adapter is started properly.progress. Note! Be sure to place your training database and your live database on separate servers. otherwise it must be started manually from the Progress Explorer Tool. J. (8245) Error connecting to the JMS AppServer Service. when you check the Status. The test server must have its own installation of Sonic. This will save on SQL license cost. If you go to the properties. then the Epicor application is on the test server and the database is located on the SQL server where the Epicor databases currently reside. To set up a test environment. This separation ensures that prototyping and testing is done in a quarantine area without the possibility of inadvertent data being sent to your live environment. The precaution of a separate environment is recommended where Sonic messaging is used since the test data has the same company id and messaging ports as your live system. Javax.05.JMSException: java. If the companies reside on different databases.jms Security error in the AppServer log Error: javax. Resolution: All Sonic and Progress processes must be stopped. Run the fix program and reboot the server. This application is required in order to pass data between multiple companies and databases. Problem: The SonicMQ broker cannot start.net.jms Exception error in the AppServer log Error: javax.600 .05 Installation Guide : Windows MSSQL Database Version 9. Resolution: Start the SonicMQ Container. Appendix K: Set Up Multi-Company Functionality Use this appendix to set up your Epicor 9. Error connecting to JMS AppServer service. The SonicMQ Container is not started. General Error Message Error: Not Accepting Messages at this Priority Problem: The program UpdateDBIni. Error connecting to the JMS AppServer service Problem: The SonicMQ “Administrator” Password is not correct. or the Device Username/Password is not correct.1 Verify Multi-Site Management License Verify you have the Multi-Site Management license module codes for both companies participating in Multi-Company communication. a separate serial number is required.JMSSecurityException: Inauthentic Client.exe was not run properly following the installation of SonicMQ.Optional Installations and Configurations Javax. Resolution: Enter a correct username and/or password. This guide is located within the application help under the Multi-Site Management > Working With > Multi-Site Technical Reference Guide topic. You can also review the Multi-Site Technical Reference Guide for this information.ConnectException: Connection refused: no further information: TCP://localhost:2506. Page 96 of 112 Epicor 9.05 application to support multi-company functionality. Note! You must install the SonicMQ application before you can run Consolidation processing.jms.jms. K. Optional Installations and Configurations K.03x) and SonicMQ 7.SonicMQ 7. 2.05 Installation Guide: Windows MSSQL Database Version 9.Sonic Software . Note! If needed.SonicMQ 7. Epicor 9. A successful startup of the DomainManager looks like the following: 3.Start <Machine Name>.600 Page 97 of 112 .Programs . To do so. The executable files used to start the SonicMQ Broker can be configured to start as a Windows service. Verify that the SonicMQ Broker is running. contact Support for specific installation and configuration instructions. 1.05) on the same machine.05.1 (with Vantage 8. The DomainManager and SonicMQ Broker is a batch file that enables a TCP port to listen for messages being passed between two Epicor companies.6 (with Epicor 9. Select Start . The DomainManager and SonicMQ Broker must be running in order for two companies to communicate in a Multi-Company environment.Programs .Sonic Software . you can run SonicMQ 6. Contact Support for the batch file required to set up the Windows service.Start DomainManager.2 Verify SonicMQ Broker Status Use the following steps to verify the DomainManager and SonicMQ Broker status.6 . Select Start .6 . 05. Search by clicking the External System button. Note that the values in Sonic are case-sensitive. the default "Administrator" is used.600 . If the value is left blank.Sonic Session Port.Sonic Security Enabled & Sonic Administrator Password. This is used to find the SonicMQ Adapter. enter the information necessary for the Epicor application to know how to communicate with Sonic. the default "5162" is used. On the detail sheet. Enter the Hostname or IP Address of the machine where the Sonic Container is running. 2. . Page 98 of 112 Epicor 9.05 Installation Guide : Windows MSSQL Database Version 9.Sonic LAN Hostname & Sonic WAN Hostname. To do this. A successful startup of the SonicMQ Broker looks like the following: K.3 Configure an External System Record Use the following steps to configure an external system record. and selecting the "Multi" record. The fields include: .Optional Installations and Configurations 4. Verify the status of External System Maintenance. If the value is left blank. select System Management — External System Integration — Setup — External System Maintenance. . Use these fields if Sonic password security was enabled during installation. If more than one version of Progress/ OpenEdge is installed on the server. 1. one of the two installations must use a different port number. the default "localhost" is used. which is the software that Progress uses to communicate with Sonic. If the value is left blank. 3. Verify that the SonicMQ Broker is running. Enter a value that corresponds to the port number of the Progress NameServer. Select the Sonic Security Enabled checkbox and enter a Sonic Administrator Password. 05.TCP . In the drop-down selection list at the top. 4. each company will have one external company record. If the value is left blank. Open External Company Maintenance. Epicor 9.Secure Hypertext Transfer Protocol The External System record would look similar to the following: K.Hypertext Transfer Protocol .Sonic Communication Protocol. the default "10" is used. Enter the value that corresponds to the port number of the SonicMQ Container. .SSL .Sonic Listener Pause (sec).Sonic Broker Port. select Multi-Company.Secure Socket Layer . 3. the default "2506" is used. 1. Enter the following values: .Transmission Control Protocol . For example. if you have three companies in your multi-company setup.HTTPS .this is the default value . If the value is left blank. To do this. select System Management — External System Integration — Setup — External Company Maintenance.HTTP . In a two company multicompany setup. Configure an External Company record for each company that will commuicate with the current company.Optional Installations and Configurations .600 Page 99 of 112 .4 Configure an External Company Record Use the following steps to configure an external company record. Enter the amount of time required for Progress to wait before it assumes Sonic has finished sending all incoming messages.05 Installation Guide: Windows MSSQL Database Version 9. each company will have two external company records set up. Search to see if any multi-company records already exist. 2. . Optionally. Multi-Company. * * * 8. multi-site GL journals. If you are using consolidated purchasing. External Warehouse. enter the external warehouse detail information. (You cannot enter the current company ID as an external company. enter connection options for the servers so that you are allowed to view information between companies. Save the record.600 . select Options — Change Companies. External Plant. Close the External Company Maintenance window. 7. 9. 11. This isn’t the current company you are logged into. Page 100 of 112 Epicor 9. enter the external plant detail information. enter the necessary information. enter in the external company ID with which you will be exchanging information. Switch companies. If you using consolidated purchasing. Go back into External Company Maintenance and set up an external company record for this company pointing to the original company. or AP allocations.Optional Installations and Configurations 5. To do this. If you are using onsolidated purchasing. If the record does not exist. If you are connecting to a mult-company dashboard. 10.05. click on the available tabs and enter the following information: * Connection.05 Installation Guide : Windows MSSQL Database Version 9. The External Company record would look similar to the following: 6.) Enter the applicable information into the external company record. Select the other company that will be used in this Multi-Company configuration. create one by selecting File — New — New Schedule. 5. K. To do this. The screen should look similar to the following if you have a startup schedule already created. Determine if a startup schedule has been created. 2. Select System Management — Utilities — Multi-Company Server Process. Notice the schedule type of StartUp. This may be blank. Enter the Startup Task Schedule description and select StartUp as the Schedule Type. 4.05. each of the two companies in this example have an external company record pointing to each other company in this Multi-Company setup. 6. K. If you do not have a startup schedule created. and open the only record returned. select System Management — Utilities — System Agent. 3.5 Verify Your Startup Schedule Use the following step to verify if you have a Startup Schedule.05 Installation Guide: Windows MSSQL Database Version 9. Click on the Agent ID button.6 Schedule the Multi-Company Server Process Use the following steps to put the Multi-Company process on a Startup schedule: 1. The screen should look similar to the following: Epicor 9. 1. Perform a search. Expand the tree on the left until you see a list of schedules.Optional Installations and Configurations As a result.600 Page 101 of 112 . Save the record. You now have a startup task schedule to which you can assign tasks. such as the Multi-Company Server process. Click the Submit button in the toolbar. Select Continuous and Recurring. For example. and the task agent could be custdb15TaskAgent.05 Installation Guide : Windows MSSQL Database Version 9. 3. if a database was named custdb15. Connect to the server. Page 102 of 112 Epicor 9. Your screen would look similar to the following: 2. the Scheduled Tasks tab would look similar to the following: K.600 .Optional Installations and Configurations 2. or the one just created) from the Schedule drop-down selection list. which will start and stop the process server and task agent in the Progress Explorer Tool for this database. Now the process is submitted to run. and go to AppServers. then the process server could be custdb15ProcessServer. Select Startup Task Schedule (the schedule that already existed. Use the following steps to mimic this server action. or press the Stop button at the top when the Appserver is selected.05. 4.7 Start the Multi-Company Process The Multi-Company process is attached to a startup schedule so it will not run until the server starts. Open the Progress Explorer Tool. Right-click on each entry and choose Stop. 1. If you look at your system monitor. or highlight the Appserver and press the Start button at the top. check the task agent status to verify it is running. 5. It will also still be in the Scheduled Tasks tab.600 Page 103 of 112 . To do this. The Multi-Company Process instance that was scheduled appears in the Active Tasks tab. After you have restarted both processes.05 Installation Guide: Windows MSSQL Database Version 9. rightclick on it and select Status. Active Server = 1 and Busy Server = 1. The task agent may take a minute to fully stop. the process is still stopping. Restart the processes after they have stopped. Once this screen goes away.05. When Multi-company functionality is running. your System Monitor should look similar to the following: 4. right-click on each one and click Start. 6. (Broker Status = Active. Epicor 9. To check to see if it stopped.) Return to the System Monitor.Optional Installations and Configurations 3. If you see the status screen. the process has stopped. Optional Installations and Configurations K.8 Review Multi-Company Log File Use these steps to review the informative log file that is created during processing. The file is located by default in the working directory of the database, or wherever you specified during process scheduling. 1. Open the log file. Activity in the log file will look similar to the following: 2. Notice the messages stating there was a "Sonic Session Failure". This message can be a result of any of the following: - SonicMQ Container not installed, configured or running properly - SonicMQ Adapter not installed, configured or running properly - SonicMQ Security installed, but password value is not entered correctly - Inability to reach SonicMQ Container using the hostname and/or port numbers provided After the issue is resolved, the session failure messages stop. Note! In a Multi-Company environment, the Multi-Company Server Process needs to be running only once. In a Multi-Site environment, the process must be running for each database. K.9 Test the Communication Use the following steps to test the Multi-Company environment is communicating properly. You need to create a Global Customer and verify that the customer is transmitted to the other companies. 1. Verify that the main (Epicor904) AppServer logging level is set to Verbose or Extended. This will also increase the logging level for the Multi-Company log. Page 104 of 112 Epicor 9.05 Installation Guide : Windows MSSQL Database Version 9.05.600 Optional Installations and Configurations 2. In one company (for example VN10T), create a new customer and select the Global checkbox. The Multi-Company Process transmits Customer and ShipTo records from that company and sends it to the other companies (for example VN20C and VN30C). 3. 4. Save the record. Review the MultiCompany.log file to verify that the record was sent to the Sonic Container. The log file could look similar to the following * * If the outbound transmission is working properly, the Multi-Company log will include the message: "Processing Outbound Customer (VN10T/VN20C)". If the inbound transmission is working properly, the Multi-Company log will include the message: "Processing Inbound Customer (VN20C)". If the records are being sent and received, your Multi-Company functionality is configured and running. K.10 Review Sonic Container Information Use the following steps to login to the Sonic Management Console, which provides an in-depth look into the Sonic Container. 1. Open the Sonic Management Console. Enter your login information. The default information will work if the management console is opened from the server that is also running the Sonic Container. Click OK Click on the Manage tab. Expand the tree on the left to the broker level. Right-click on a subscription on the left and click Browse Local Subscriptions. Available message are displayed. Click on the Body tab to view the message contents in XML format. 2. 3. Epicor 9.05 Installation Guide: Windows MSSQL Database Version 9.05.600 Page 105 of 112 Optional Installations and Configurations This same methodology for viewing contents in a sonic container apply for any Sonic application. K.11 Review Validation Errors Use these steps to review the validation errors. Careful examination is required when sharing information between two companies. The companies may have different sets of codes, and intervention is needed during the transmission process. 1. Review the log file for errors. With errors, your log file may look simlar to the following: 2. Notice that the Company record, Quote Markup, Allocation Priority, Tax Region, Customer Group, and FOB sent from company VN10T were invalid when the company arrived in company VN20C. On the ShipTo record, the Territory and Tax Region were invalid. Find out why the records were invalid. Correct the issues. 3. K.12 Review Automatic Data Translations Use these steps to review the results of the automatic translation that runs during the inbound portion of the transmission process. The translation process compares the code sets of the two companies and synchronizes the data in order to save manual steps. 1. Review the translation data. Your data could look similar to the following: Page 106 of 112 Epicor 9.05 Installation Guide : Windows MSSQL Database Version 9.05.600 Link Vendor.Optional Installations and Configurations For example. Functions include Link Customer.14 Review Multi-Company Functionality Use the following programs to review Multi-Company functionality. A translation should be set up in company VN20C on the external company record for VN10T with Source Value "NET30" and Target Value "N30". Your workbench could look similar to the following: Modify the required values.05. If company VN10T sends Customer records where the Terms Code is blank. and Add Intercompany Receipt. but the same code is "N30" in company VN20C. Epicor 9. K. if the Terms Code "NET30" exists in company VN10T. manual intervention is required. K.13 Review Integrated Workbench When a Validation Error occurs. use the Integrated Table Workbench to access the record. and your system needs inbound Customer records to have the Terms Code default to "N30". the inbound customer will fail validation. 2. Incoming Intercompany PO Suggestions. create a record indicating the default value. 1. If you are unable to fix a validation error using one of these screens. Most of the functions within Multi-Company have a specially designed screen for handling these errors.600 Page 107 of 112 .05 Installation Guide: Windows MSSQL Database Version 9. Link Part. Create the alternate configuration. Configuration File (*. This can be controlled for all external companies or can be maintained separately for each external company Global Part.exe file can see the default. the application is ready to run. and AP Invoice Entry.mfgsys) Tags XML Tag Application Settings <appsettings> Purpose and Expected Value Page 108 of 112 Epicor 9. 5. Receipt Entry. From the Actions menu within Supplier Maintenance. select the Link Supplier option. System Administrators use it to control various installations. Use the Link Part tab in Part Maintenance.Optional Installations and Configurations 1. Global Table.05. and Global Supplier functionality. 4. 3.600 . 6. Use the Incoming Intercompany PO Suggestions options from the Main Menu or the Incoming Linked PO Suggestions in Customer Maintenance. The configuration file is an XML file that contains syntax understood by the application. Using Global Part. and then define the /CONFIG run time argument on each workstation. Global BAQ. Consolidated Purchase Orders are handled using the normal functionality in Purchase Order Entry. 2. The mfgsys file defines the main settings for server installation and each client installation. Inter-Company Trading. Global Customer. Consolidated Purchasing. select the Link Customer option.05 Installation Guide : Windows MSSQL Database Version 9.mfgsys file. Global Customer.mfgsys file. a child company has the ability to control which fields they want to be maintained by the Global Parent company. Global BAQs are visible within Business Activity Query. If the . Global Supplier. Appendix L: Review Configuration File Settings Use this appendix as a reference when modifying the configuration file settings in the default. From the Actions menu within Customer Maintenance. You can then keep the original file while you experiment with different configurations. 7. . Note! You can also create a different configuration file and then have each workstation launch with this alternate file. The SMTP server that will be used to send e-mail.05 Installation Guide: Windows MSSQL Database Version 9. Port: The port of the broker that runs the software.05. AppServer accepts strings and numbers.Optional Installations and Configurations Configuration File (*. ". for example "9. For example.05. For example "enu" (English language) ResourceFile A path name to the resource file. but the port value only accepts numbers.500" Whether multiple concurrent sessions are allowed on the workstation. Default is 8301. CultureCode value The ISO language code for the software installation.600 Page 109 of 112 . Also. The choices are true or false (the default).xml" ToolbarSettings ProductID value Version value EnterpriseProcessing SmtpServer ProductBrandText value ProductBrandIcon value ProductLogonImage value SplashImage HelpAboutImage value User Settings <userSetting> UserID value Password value The product identifier. The text that appears with the desktop icon The icon for the application that appears on the desktop The bitmap file that is double-clicked to log into the system The splash screen image when you first log in The bitmap file for the Help About window The user ID for auto-login. or else AppServer for load balancing. it uses the form value "AppServerDC:// servername:port" Protocol: AppServerDC by default. for example "C:\mfgsys\client\res\MfgBaseImages. "BobJones" The password for auto-login. This will be the language used on the overall system or the specific client machine. This file contains images and other resources that can be changed by partners for branding purposes.resources" The path and XML file that defines the users’ default settings for the toolbar functionality. for example.\res\ToolbarSettings. "BobJ" Epicor 9. for example.mfgsys) Tags XML Tag AppServerURL Purpose and Expected Value The address of the appserver where the client connects protocol:/ /server:port. for example "Epicor" The current release and patch number for the application. Server: Host name of the machine that runs AppServer. A value of true means that single sign-on logic should be used. should appear. for example "BobJones" LoginDefault value The login default setting that defines what appears in the User Name field.All Search forms will automatically display in the top center of your screen "center" . Only two values can be used .Optional Installations and Configurations Configuration File (*.Each form loads without a special mode."true" or "false" Defines whether or not the System Monitor will start when the application is launched. but instead the user ID of the current Windows user should be used.No default value.05 Installation Guide : Windows MSSQL Database Version 9.Each form automatically displays its search program. Only two values can be used .mfgsys) Tags XML Tag DataCollectionUser value Purpose and Expected Value Defines whether or not this user is a data collection user. No prompt for user ID and password.All Search forms will automatically display in the middle of your screen SingleSignOn value The choices are true or false (the default).Displays a list of all the recently entered user identifiers "Windows" . For example."true" or "false" StartSystemMonitor value LastLoginID value The most recent login identifier that was used to access the application. the User Name field will be blank FormOpenMode value The mode by which each form within the application will launch. all the fields are empty DefaultSearchFormLocation The area on your screen where all Search forms will appear by default: "top" .Displays the last user ID that was used "List" . these users only have access to Data Collection functionality. Four values are possible: "Last" .600 . Three values are possible: "AutoSearch" .05. Page 110 of 112 Epicor 9.Displays the same user ID used to log onto Windows on this client machine "None" . the Sales Order Entry program will automatically launch with its Sales Order Search program ready for input "AutoPopulate" . Deployment Settings <deploymentSettings> DeploymentServer The URI of the deployment directory on the deployment server.Each form automatically displays data from the first record linked to the form "Blank" . Optional Installations and Configurations Configuration File (*.epicor. this setting determines whether the xcopy runs and does a date comparison with the /D switch. A setting of true requires the user to have admin rights on the machine. Stop the Appservers. 1.zip. If deploymentType is set to xcopy.05 Installation Guide: Windows MSSQL Database Version 9. If the deploymentType is of type zip. The only accepted values are xcopy (the default) and zip (which copies a named zip file locally and then unzips).com/SupportVantage/default. The default is ReleaseClient.2A — Progress Explorer Tool. Stop the databases.epicor.aspx” The product and URL used when the user accesses online (ePortal) support. enter the path to the help files location on the server. Select Start — Programs — OpenEdge 10. The choices are true (the default) or false. for example "Epicor" followed by the URL href = "https://eportal. For Progress: Browse to the database folder and manually delete the database Epicor 9. If it is set to false.com" OnlineSupport product Appendix M: Uninstall Options Use these instructions if you need to uninstall the Epicor Application.mfgsys) Tags XML Tag deploymentType value Purpose and Expected Value The method the deployment system uses to deploy client assemblies.600 Page 111 of 112 . then xcopy copies all files regardless of modification date. Use the Progress Explorer Tool to stop the following functions in order: * * 2. Delete the databases: * * For SQL: Use SQL Management Studio to manually delete the SQL databases.05. If you want to link the help files to a central server instead of individually on each client. deploymentPackage value optimizeAssemblies value doDateComparison Help Settings <helpSettings> HelpServerURL The path name that is used to point the client machine to the help files. the name of the zip file. The choices are true or false. for example "Epicor" followed by the URL href = "https://epicweb. or downloads all files regardless of date. Epicor on the Web <epicorOnTheWebSettings> CustomerCenter product The product and URL used when the user accesses the Customer Center. if needed. go to C:\Program Files\Epicor Software\Epicor905.SQL Unicode 32 bit on Windows * * 4. Manually delete any existing files and folders.Optional Installations and Configurations files that are located in the database subfolders. The Select the Software to Install window appears. Page 112 of 112 Epicor 9. Click Next. To complete the uninstall process.05 Server option. The autorun feature should launch the Epicor 9. go to the location where you initially installed the Epicor application. Click Next.05 Installation program. The Welcome dialog box appears. choose Start — Run and enter the command: D:\ setup. Select the Install Epicor 9. Select which Server platform option you want to uninstall: . 3. To do so: * Insert your Epicor 9. The installation goes into Repair Mode. Click Next. For example.exe. * * * * The uninstall process does not delete files that were added or updated since the initial installation.05 DVD in the workstation's DVD-ROM drive (D:\).SQL 32 bit on Windows . Click Next.05. For example. To confirm the uninstall.05 Installation Guide : Windows MSSQL Database Version 9.05 application. click Next.600 .Progress OpenEdge 32 bit on Windows . If not. The Check Customer Center on the Web option appears. Choose Uninstall. go to C:\Program Files\Epicor Software\Epicor905\DB. Remove the Epicor 9.