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Epicor905 InstallGuide 90560x Progress
Epicor905 InstallGuide 90560x Progress
05 Installation Guide
Progress Version
Disclaimer
This document is for informational purposes only and is subject to change without notice. This document and its
contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its
date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with
regard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for a
particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software is
likely to be unique in their requirements in the use of such software and their business processes, users of this document
are always advised to discuss the content of this document with their Epicor account manager. All information contained
herein is subject to change without notice and changes to this document since printing and other important information
about the software product are made or published in release notes, and you are urged to obtain the current release
notes for the software product. We welcome user comments and reserve the right to revise this publication and/or
make improvements or changes to the products or programs described in this publication at any time, without notice.
The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance of
any consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usage
of the solution(s) described in this document with other Epicor software or third party products may require the purchase
of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements
in this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws
and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly
Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of
platform and product compatibility in this document shall be considered individually in relation to the products referred
to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also
stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible
with both of the products running at the same time on the same platform or environment. Additionally platform or
product compatibility may require the application of Epicor or third-party updates, patches and/or service packs and
Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs
released by third parties after the date of publication of this document. Epicor® is a registered trademark and/or
trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other
trademarks mentioned are the property of their respective owners. Copyright © Epicor Software Corporation 2011.
All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of
Epicor Software Corporation.
Progress Version
Revision: November 17, 2011 9:59 a.m.
Total pages: 113
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Epicor 9.05 Installation Guide Contents
Contents
Introduction.......................................................................................................9
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Part V: Appendices.........................................................................................56
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Introduction
Welcome to the Epicor 9.05 Installation Guide - Version 9.05.600. This guide explains how to install the Epicor
9.05 application system for new or existing customers. Use the following process flow to determine your path
through this comprehensive installation guide:
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Getting Started Epicor 9.05 Installation Guide
Use these instructions to review and verify the release documentation prior to starting the installation.
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
3. In the Available Downloads list, locate and download the appropriate installation guide for your platform,
either SQL, Progress, or Linux/ UNIX.
4. Open the file. On the Disclaimer page, verify that the Revision date is the same as the Revision date on the
installation guide you are using.
Note Be sure to always use the installation guide with the latest Revision date.
Use this section to review the revision history of this document. This list includes major revisions that impact
customers, such as the additions, deletions or changes to a section or set of steps. It does not include any minor
revisions of text or formatting. The revision history is sorted by Service Pack.
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For existing customers, use these instructions to perform required upgrades before you start the installation. Specific
upgrades are required based on your current system.
Use the following instructions to verify you have appropriate permissions to access the EPICweb site.
2. Verify you have a valid User ID and Password for Epicor's Customer Portal (EPICweb). To create an account
go to: http://support.epicor.com
3. If you are new to EPICweb, review the following links available on the EPICweb home page:
• An Overview of the New EPICweb
• Change or Reset Your Password
Use this section to verify you have the latest version of Epicor 9.04.507x installed prior to upgrading to 9.05.
• If you are an existing customer on Vantage 8.03x, use this section to upgrade to Epicor 9.04 and then install
the latest 9.04.507 service pack and 9.04.507x patch.
• If you are an existing customer on Epicor 9.04, use this section to install the latest 9.04.507 service pack and
9.04.507x patch.
Note Prior to installing Epicor 9.05, your Epicor application must be upgraded to 9.04.507x.
1. If your Epicor application is at version 8.03.40x or earlier, use these steps to upgrade to Epicor 9.04. Contact
your Epicor consultant for assistance if necessary.
a. Log on to EPICweb and go to the Documentation website. Click this link to access the website: https://
epicweb.epicor.com/doc/Pages/Epicor9.aspx
b. From the 9.04 section, download the Epicor 9 Installation 9.04 guide for either Progress, SQL or
Linux/UNIX, based on your database.
c. Use the installation instructions to upgrade your Epicor application from 8.03.40x to 9.04.
d. Verify you have completed the required steps in the Run Additional Conversions section. Additional
conversions include:
• 10080 - Creating TranGLC for posted PartTran. If you want to convert or create links from GL Journal
detail to historical source documents, it is recommended that you manually run Conversion 10080
prior to installing Epicor 9.05. Conversion 100080 must be run against the Epicor 9.04 database. Be
sure to save a copy of your Epicor 9.04 database if you want to be able to create links from the GL
Journal detail to historical source documents after you upgrade to Epicor 9.05.
• 10012 - Setting BitFlag Field
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• 9880 or 9890 - Set Unique ID; SysRow ID (For Progress Only). It is very important that you manually
run one of these conversions prior to installing 9.05.
2. After you have upgraded your system to 9.04, use the following steps to upgrade to the latest 9.04.507
Service Pack and 9.04.507x Patch.
a. Log on to EPICweb and go to the Support website. Click this link to access the website: https://epicweb
.epicor.com/Support/epicor9/downloads/Pages/default.aspx
b. Download and install the latest Service Pack onto your 9.04 system. For example, download and install
the 9.04.507 Service Pack. Use the Service Pack Installation Guide, available on that same site, for
instructions.
c. Download and install the latest Patch onto your 9.04.507 system. For example, download and install the
9.04.507A Patch. Use the Patch Installation Guide, available on that same site, for instructions.
3. If you are a Progress customer, verify you have run one of the following:
• If you are on version 9.04.506 or prior, you must manually run Conversion 9890 - Set Unique ID Part 2;
SysRow ID. The conversion can only be run once. If the conversion is not listed, it means it has already
been run.
• If you are on version 9.04.506A or higher, you must manually run Conversion 9880 - Set Unique ID;
SysRow ID. If needed, this conversion can be run multiple times.
Note Do not skip this step. It is very important that you manually run one of these conversions prior
to installing 9.05. You cannot run this conversion after you have upgraded to 9.05.
Use the following instructions to verify that your financial groups have been posted prior to upgrading.
1. In your Epicor application, verify that the following financial groups have been posted:
• AR Cash Receipt Entry groups
• AR Invoice groups
• GL Journal Entry groups
• Payroll Check Entry groups
• AP Payment Entry groups
• AP Invoice groups
2. In your Epicor application, go to Job Management and open the Capture COS/WIP Activity Process.
Run this task to capture and execute the calculation process for work-in-process (WIP) and/or cost of sales
(COS) for standard jobs, project jobs, inventory, receipts, and adjustment transactions.
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It is strongly recommended that you set up a test environment where you can test your current system files, such as
custom tools, prior to upgrading to Epicor 9.05.
Custom tools such as personalizations, customizations, global alerts, Business Activity Queries (BAQs), Business Activity
Manager (BAM) events and Business Process Management (BPM) methods need to be tested and maintained prior to
upgrading.
By using a separate testing environment, you will know what changes you have to make to your live system after the
upgrade, which helps ensure a successful upgrade.
Note Do not upgrade to Epicor 9.05 without first testing the upgrade in a separate test environment.
1. Create a test environment of your system. For reference, use the instructions for setting up a new installation.
Create the following back ups prior to continuing with your installation.
Database and system backups are very important. Do not skip this step.
3. Create a backup of your other database files, such as test, train and pilot.
4. It is required that you truncate the BI (Before Image) on each database. To do this:
5. Create a backup of your manufacturing software. In a standard installation, the files are located in the
\oe101c and \epicor directories.
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6. Verify that your backups are valid and can be restored if needed. To test that your backup is valid, restore
your backup to a test area, not your production area.
If you are using customized Crystal Reports, the report files must be backed up. These backups are very important.
Do not skip this step.
2. Save the reports as file names different from the standard report names.
2. Create a backup of all the .mfgsys files. For example, back up the default, train, test, and pilot files.
At the end of the service pack installation, the ClientZipInstaller program will automatically run and replace any
client-side .mfgsys files, such as default, train, and test with the .mfgsys files that currently reside on the server.
The program unpacks the client files, updates the current mfgsys files and then repackages the zip file with the
updated mfgsys files. This ensures that the mfgsys files are ready for the service pack installation. After the
installation, you can run the ClientZipInstaller program anytime you need it.
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Pre-Installation Epicor 9.05 Installation Guide
Use these steps prior to installing or upgrading the Epicor 9.05 application.
Use the following information to review the dependencies within the Epicor application components and modules.
• If you have SQL installed and you are using that SQL database for your transactional database, and you plan
to use Epicor Enterprise Search, you do not need to install Replication Server because you can use your SQL
database. See more detail in the Replication Server appendix.
• If you use Progress for your Epicor 9.05 application database, and you plan to install Epicor Enterprise Search,
you must also have Epicor Replication Server installed.
Software requirements have been updated for this release. Use the following information to update your system.
• Windows Server 2008 or Windows Server 2008 R2 must be installed on the server.
• If you use a Windows XP workstation, you must have Windows XP Service Pack 2 installed.
• You must have the Microsoft Internet Information Services (IIS) installed in order to use several features of
the Epicor application, including Embedded Education Courses, and Epicor Web Access. If you do not have
IIS installed, refer to your operating system documentation for instructions.
• If you are hosting an Epicor Web Access site on the Epicor application server, the IIS Server name must not
include the underscore character. If the IIS Server name has an underscore character, the user will not be able
to log in.
• To run the Epicor Administration Console, you must have the latest Microsoft Management Console (MMC)
3.0 or later installed. See the Microsoft MMC 3.0 download site for download information.
• If you have Customer Connect, the service pack for that product must be installed on your system.
Hardware requirements may have changed for this release. For a complete list of requirements, review the Epicor
9.05 Hardware Sizing and Configuration Guide on the EPICWeb Support website.
If you have Windows Server 2008 installed on your server, use the following steps to verify the compatibility with
the Epicor Application.
1. If you use Windows Server 2008, note that to open an executable file, you do not double-click the file.
Instead, you right-click and select the Run as an Administrator option.
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2. If you use Windows Server 2008, you also need to install Application Server and IIS with V6 compatibility.
3. With Windows Server 2008, a firewall is installed. The firewall needs to be disabled in order for connectivity
from other machines to allow for administering of the Epicor 9.05 Appservers. Based on your company
practices, you can enable your firewall after the installation process is complete.
Use this information to determine which type of Web Service you will install later in the installation process.
Epicor 9.05 is compatible with two types of Web Services: WSE (Web Service Enhancements) and WCF (Windows
Communication Foundation). Based on Microsoft development, WSE will be replaced with WCF.
• If you are a new customer, you can choose to start using WSE or WCF. It is recommended you use the WCF
version. Note that WCF is included as part of the base .NET 3.5 framework.
• If you are an existing customer using WSE, and you have already invested resources and time in Epicor Service
Connect workflows or custom coding that use WSE, you can choose to continue with WSE and start
transitioning over to the WCF version.
For more information on WCF, click this link to read the article What is WCF:
http://msdn.microsoft.com/en-us/library/ms731082(VS.85).aspx
It is recommended that you become familiar with the features available in the Epicor 9.05 release prior to installing
the Epicor 9.05 application.
1. Review the Epicor 9.05 Feature Summary to learn about the features available in the Epicor 9.05 release.
To access the 9.05 Feature Summary, log onto the EPICWeb Documentation site and click the link for Feature
Summaries.
Note You can also view the Feature Summary using the online help system.
2. If desired, contact the Services group to learn more about upgrading or migration to Epicor 9.05.
Note To request assistance from Services, fill out theServices Request Form. The form is available on
the EPICWeb Services site. You can use the following link:
https://epicweb.epicor.com/services/Pages/default.aspx.
Use the following steps to disable error reporting on your workstation. This step is recommended in order to
save processing time by not automatically reporting software issues during installations. Based on your company
practices, you can enable error reporting after the installation process is complete. Note that the steps differ
based on your operating system.
2. Open the Local Group Policy Editor. To do this, open Start > Search. Type gpedit and press Enter.
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3. Navigate to Computer Configuration > Administrative Templates > System > Internet Communication
Management > Internet Communication Settings.
4. From the main window, select Turn Off Windows Error Reporting.
5. On the dialog, select the Enabled check box. Click OK. The change takes place immediately.
2. If you do not view your Control Panel by classic view, click on System Maintenance.
2. Select Action Center. Select the Change Action Center Settings link.
Use these steps to download the latest service pack and patch files that will be installed later in the installation
process.
1. Log on to EPICweb and go to the Customer Portal Page. Navigate to Support > Epicor 9 > Downloads.
Note You can use this link:https://epicweb.epicor.com/Support/epicor9/Downloads
3. Download the latest Epicor 9.05 application service pack related to this installation. For example, select one
of the following files, based on your environment:
• Progress on Windows (32 bit): SP90560x-P.EXE
• Progress on Windows (64 bit): SP90560x-P64.EXE
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Epicor 9.05 Installation Guide Pre-Installation
4. Download the latest Epicor 9.05 application patch related to this installation, if one is available. For example,
select one of the following files, based on your environment:
• Progress on Windows (32 bit): PA90560xx-P32.EXE
• Progress on Windows (64 bit): PA90560xx-P64.EXE
5. Download the latest Epicor 9.05 help content pack related to this installation. For example, download the
HELP90560x.EXE file.
Use these steps to download the latest Open Edge service pack and service pack hot fix files.
1. Log on to EPICweb and go to the Customer Portal Page. Navigate to Support > Epicor 9 > Downloads.
Note You can use this link: https://epicweb.epicor.com/Support/epicor9/Downloads
2. Navigate to Epicor 9 > Version 9.05.600 > Third Party Products > OpenEdge > 10.2A.
3. Based on your environment, go to the appropriate folder. Download the latest OpenEdge service pack file
onto your machine, if it is not already installed. For example, select one of the following files:
• For Windows 32: 102ASP3.exe
• For Windows 64: 102ASP3x64.exe
4. Based on your environment, go to the appropriate folder. Download the latest OpenEdge service pack hot
fix file onto your machine, if it is not already installed. For example, select one of the following files:
• For Windows 32: Rl102asp0323hf.exe
• For Windows 64: Rl102asp0323hf-64.exe
5. If you want to use the OpenEdge Explorer tool instead of the Progress Explorer Tool, you can access the files
from the Epicor 9.05 DVD or download them from EPICweb. To download the files, based on your
environment, go to the appropriate folder. Download the latest OpenEdge Management file onto your
machine. For example, select one of the following files:
• For Windows 32: OEM102A_nt.exe
• For Windows 64: OEM102A_nt64.exe
Note From the OpenEdge > 10.2A folder, you must also download the OpenEdge Management
Guide file(OpenEdgeManagement_Guide.pdf).
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2. Go to the OpenEdge Management Guide that you previously downloaded. The file is called
OpenEdgeManagement_Guide.pdf.
3. Use the guide for instructions on setting up the OpenEdge Explorer tool.
Note You can use the OpenEdge Management files you previously downloaded from EPICweb, or
you can access the files from the Epicor 9.05 DVD in the OEManage folder.
4. After being installed, you can access the OpenEdge Explorer tool from Start > Programs > OpenEdge
Explorer.
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This installation creates the application directory on your server, so you only need to install once. You must install the
application on the server before you install the client on any workstations.
Note Do not reference mapped drive letters in these instructions. Only use physical drive letters or UNC paths.
If you use mapped drive letters, the server installation will not work. For example, these instructions use C:\ drive
but you can use any physical drive of your choice.
6.1 Install Microsoft Tools: .NET 3.5 and WSE or WCF Runtime (Server)
Use the following steps to download and install Microsoft tools, such as .NET and either WSE (Web Services
Enhancements) or WCF (Windows Communication Foundation) from the Microsoft Download Center website.
Note that WCF is included as part of the base .NET 3.5 framework.
Note Review your decision to install either WSE or WCF which you determined during a Pre-Installation
step.
1. Click the following link to go to the Microsoft Download Center to Download Microsoft .NET 3.5: http://w
ww.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=ab99342f-5d1a-413d-8319-81da47
9ab0d7
b. Use the instructions provided on the website to guide you through the installation process.
Note The .NET 3.5 installation includes the .NET Service Pack when you download.NET 3.5 from the
Microsoft Download Center website.
2. If you want to install WSE, click the following link to go to the Microsoft Download Center toDownload
Web Services Enhancements (WSE) 3.0 Runtime: http://www.microsoft.com/downloads/details.aspx?Famil
yID=1F445589-818A-4E7B-B49B-FFE9393E4D0A&displaylang=en
a. Download the latest version of Microsoft Web Services Enhancements (WSE) 3.0 Runtime to your server
and/or Windows Admin workstation.
b. Use the instructions provided on the website to guide you through the installation process.
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If you have OpenEdge already installed, use the following steps to stop the appservers and database prior to
starting the installation.
1. Sign on to the server and/or Windows Admin workstation as Administrator or Administrator equivalent.
2. Existing customers (Epicor 9/Vantage/Vista) need to use the Progress Explorer Tool or OpenEdge Explorer
Tool to stop the following functions in order:
• Stop the Appservers.
• Stop the OpenEdge database.
3. Select Start > Settings > Control Panel > Administrative Tools > Services. The Services window appears.
4. Right-click on AdminService for OpenEdge 10.1C, and select Properties. The AdminService dialog box
appears. On the General tab, click Stop. Click OK.
1. Insert your Epicor 9.05 DVD in the server's DVD-ROM drive (D:\). The autorun feature should launch the
Epicor 9.05 Installation program. If not, choose Start > Run and enter the command: D:\setup.exe.
3. The Check Customer Center on the Web option appears. Click Next.
4. The Select the Software to Install window appears. Select the Install Epicor 9.05 Server option. Click
Next.
Use these instructions to install Progress OpenEdge 10.2A on your server and/or Windows Admin workstation.
You will need to reboot the server after completing this section.
Note If you are using Windows Server 2008, the Progress Explorer Tool is not available. Instead, you must
set up a workstation to act as the Windows Admin Workstation. A remote Progress Explorer Tool connection
must be made from this Windows Admin Workstation to the server running Windows Server 2008 in order
to monitor appservers and database status.
1. Review the 10.2A OpenEdge Getting Started: Installation and Configuration Guide (on the Progress
Software Developers Network website) if you plan to select the Advanced/Manual type installation of
OpenEdge. If you plan to select the Typical/Automatic installation, you do not need to review this guide.
2. Launch the installation program and proceed to the Select the Software to Install window. Click Install
Epicor 9.05 Server. Click Next.
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3. On the Epicor 9.05 Server Setup menu, click Install OpenEdge 10.2A.
5. The Progress OpenEdge Type of Install window appears. Select the type of installation based on your
current system:
• OpenEdge Typical/Automatic Install -- Select if the OpenEdge software should automatically specify
web server settings and permissions. This is a preferred method of installation for systems that have
never had OpenEdge installed. The installation runs and displays a minimized icon in the task bar.
• OpenEdge Advanced/Manual Install -- Select if you want to customize how OpenEdge is installed.
This includes manually specifying the software and working paths, web server settings, and permissions.
This is the preferred method of installation for existing systems that have a version of OpenEdge previously
installed.
7. Depending of which install you selected, use one of the following sets of steps: Typical/Automatic or
Advanced/Manual.
1. Select the OpenEdge folder location for the Progress software directory. Even though the default directory
is C:\Program Files\Epicor\oe102a, it is recommended you select a shorter path, such as C:\Epicor\oe102a.
2. If you need to install files for the web service, select the Install Web Service Files check box. Click Next.
4. You may be prompted with registry warnings if the following file extensions have already been registered
as configuration file types: .CFG, .DB. When prompted, select Y.
5. A status meter appears indicating the progress of the installation. When the installation is finished, you are
returned to the desktop.
3. Enter the serial numbers for the products that you will be using. Click Next.
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7. On the Destination and Working Path Directories window, select the destination and working path
directories. Recommended paths are \Epicor\oe102A and \Epicor\oe102A_wrk. Click Next.
9. On the Configuring/Installing Components window, clear the Sonic ESB option. Click Next. If you leave
the settings blank, click OK at the alert message.
10. On the Program Folder window, select the OpenEdge 10.2A group. Click Next.
11. On the Web Server Type window, select the Microsoft Web Server (IIS) or ISAPI - compatible check
box. Browse and select the Web Server Script directory and the Web Server Document Root directory.
Recommended paths are C:\InetPub\adminscripts and C:\InetPub\wwwroot. If these are unknown, for each
directory select C:\Epicor. Clear the Copy static HTML files to Document Root directory check box. Click
Next.
12. On the Language window, select the default language. Click Next.
13. On the International Settings window, select your settings. Click Next.
14. If you have configured the web server, configure the web services adapter settings. If not, accept the defaults.
Click Next.
15. On the Admin Server Authorization Options window, select the security options for the Admin Server.
Click Next.
16. On the Summary window, click Next. The installation begins. The installation can take up to 45 minutes
on older machines.
Use the following instructions to install the latest Progress OpenEdge service pack file on your server and Windows
Admin workstation.
Important Do not skip this step.
1. For existing users, use the Progress Explorer Tool or OpenEdge Explorer Tool to stop any OpenEdge App
Servers or databases that may be currently running.
2. Select Start > Control Panel > Administrative Tools > Services. The Services window appears.
3. Right-click on AdminService for OpenEdge 10.2A, and select Properties. The AdminService dialog box
appears. On the General tab, click Stop. Click OK.
4. Go to the OpenEdge service pack file that you downloaded to your machine during a Pre-Installation step.
5. Double-click the OpenEdge service pack file. The installation program opens.
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Use the following instructions to install the latest Progress OpenEdge service pack hot fix file on your server and
Windows Admin workstation.
Important Do not skip this step.
1. Go to the OpenEdge service pack hot fix file that you downloaded to your machine during a Pre-Installation
step.
5. Select the OpenEdge 10.2A directory as your Destination directory. For example, select C:\Epicor\oe102A.
Click Next.
6. The Ready to Install window appears. Click Next. The installation proceeds.
7. Click Finish. Depending on your selection, the files appear for review.
1. On the C: drive, create the C:\Program Files\Epicor Software\Epicor905 folder if it does not already exist.
a. Right-click on the \Epicor Software\Epicor905 folder and select Sharing and Security.
b. Select the option to Share this Folder. Epicor905 displays as the default share name. Do not change
the name. The folder must be named Epicor905.
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Installation Epicor 9.05 Installation Guide
c. Click the Permissions button. It is recommended that you assign Full Control to the Everyone group.
Click OK to accept the permissions.
d. Click the Security tab. It is recommended that you assign read-only permissions to Users. Read-only
includes Read & Execute, List Folder Contents, and Read. Add an Administrator and assign the
Administrator Full Control. Click OK.
b. Select the option to Share this Folder. EpicorData displays as the default share name.
c. Click the Permissions button. It is recommended that you assign Full Control to each user folder. Click
OK.
1. Launch the installation program and click Next to proceed to the Select the Software to Install window.
Select the Install Epicor 9.05 Server button. Click Next.
2. On the Epicor 9.05 Server Setup window, select the Epicor 9.05 Server Software option.
a. OpenEdge on Windows
After selecting your platform option, the InstallAware Wizard verifies that your software environment is
compatible with your selection. This may take several minutes.
4. The Welcome window appears for installing the server software. Click Next.
5. The Destination Location window appears, prompting for the destination path for the software and for the
printer work path. Enter the paths of the installation directory and the printer work directory. Click Next
after specifying the locations.
• The default installation directory for a 32-bit Epicor application on a 32-bit Windows install or a 64-bit
Epicor application on a 64-bit Windows install is C:\Program Files\Epicor Software\Epicor905 or specify
a different drive location.
• The default installation directory for a 32-bit Epicor application on a 64-bit Windows install is C:\Program
Files (X86)\Epicor Software\Epicor905 or specify a different drive location.
• The default printer work directory for a 32-bit Epicor application on a 32-bit Windows install or a 64-bit
Epicor application on a 64-bit Windows install is C:\Program Files\Epicor Software\EpicorData or specify
a different drive location.
• The default printer work directory for a 32-bit Epicor application on a 64-bit Windows install is C:\Program
Files (X86)\Epicor Software\EpicorData or specify a different drive location.
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6. The Server Setup window appears, prompting for the UNC path name for the Share directory for clients.
The default is \\<servername>\Epicor905\, where \\<servername> equals the machine name of the server.
Click Next.
7. The Start Installation window appears. Click Next. Processing messages appear. This may take several
minutes.
8. On the Server Setup window, click Finish. If prompted to confirm exiting the setup program, click OK.
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Use these steps to install the latest Epicor 9.05 service pack, patch and help system patch on your system.
In these instructions, drive C: refers to a local hard drive. If your local hard drive is assigned to a different letter, substitute
that letter during these instructions.
Some of the instructions are based on using Windows Server 2008. If you use a different operating system you may
need to make slight adjustments to the instructions.
Use these steps to verify that the Client, ClientServer and Server folders are not read-only. These folders need to
have write access so that files can be added to them during the installation.
1. Go to the location where your Epicor 9.05 application is installed. For example, go to C:\Program Files\Epicor
Software\Epicor905.
3. Select Properties.
5. Click Apply.
6. The Confirm Attribute Changes dialog appears. The Apply changes to this folder, subfolders and
files option is selected by default. Click OK.
Use these instructions to install the Epicor 9.05 service pack on the server.
1. Go to the directory where you downloaded the latest service pack file.
3. The InstallAware Wizard window appears. A status bar shows the progress of verifying the contents of the
Service Pack setup package. This verification may take several minutes.
5. The Application Requirements window appears. Review the upgrade status for each required component.
Possible statuses include:
• If all components have a Pass status, all components are valid.
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• If any components have a Fail status, click the Details button to review additional information. After
reviewing the details, click Close. Resolve the issues and click Check Again. Continue to resolve the
issues until all components have a Pass as an Upgrade Status.
6. Review the default directory that is displayed. This is the directory where your Epicor application program
files are located. Click Change and select a different directory if the installation you want to update is not
the one listed. Click Next.
7. If you use Country Specific Functionality (CSF), review the notification regarding licensing. Click Next.
8. The Start Installation window appears. Click Next. The installation begins.
Note If prompted with a message that your Properties file is being modified, click Restart After.
The installation continues as normal.
9. When the installation is complete, click Finished.. The Epicor application service pack is now installed.
Use these instructions to install the Epicor 9.05 patch on the server, if a patch is available.
5. Enter the directory where your program files are located. Click Next.
6. Enter the directory where your OpenEdge files are located. Click Next.
7. You may be prompted to verify your server name, operating system or database type. If prompted, select
the appropriate option and click Next. Note that this prompt is only displayed if your mfgsys.ver file is
incomplete.
9. A message appears, stating that the application patch installation is complete. Click Finished.
Use these steps to install the Epicor Help Content Pack on your system. The Help Content Pack contains the
updated online help system available with this release. Typically, Help Content Packs are available with Service
Pack releases, not Patch releases.
1. Go to the directory where you download the latest Epicor 9.05 Help Content pack file.
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4. Enter the directory where your program files are located. Click Next.
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Use these steps to install the Epicor Administration Console on your server and/or on your Windows Admin
Workstation.
4. On the Epicor Utilities Setup dialog, click the Install Administration Console button to start the installation.
6. On the Confirm Installation dialog, click Next. The files are installed.
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Use the following instructions to install the Epicor 9.05 client on your workstation.
1. Verify you have Internet Explorer version 6 (or greater) installed on each workstation.
9.2 Install Microsoft Tools .NET 3.5 and WSE or WCF Runtime (Client)
Use the following steps to download and install Microsoft tools, such as .NET and either WSE (Web Services
Enhancements) or WCF (Windows Communication Foundation) from the Microsoft Download Center website.
Note that WCF is included as part of the base .NET 3.5 framework.
Note Review your decision to install either WSE or WCF which you determined during a Pre-Installation
step.
1. Click the following link to go to the Microsoft Download Center to Download Microsoft.NET 3.5: http://w
ww.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=ab99342f-5d1a-413d-8319-81da47
9ab0d7
b. Use the instructions provided on the website to guide you through the installation process.
Note The .NET 3.5 installation includes the .NET Service Pack when you download .NET 3.5 from
the Microsoft Download Center website.
2. If you want to install WSE, click the following link to go to the Microsoft Download Center to Download
Web Services Enhancements (WSE) 3.0 Runtime:
http://www.microsoft.com/downloads/details.aspx?FamilyID=1F445589-818A-4E7B-B49B-FFE9393E4D0A&displaylang=en.
a. Download the latest version of Microsoft Web Services Enhancements (WSE) 3.0 Runtime to your server
and/or Windows Admin workstation.
b. Use the instructions provided on the website to guide you through the installation process.
Use the following instructions to start the client installation. New customers or existing customers who are adding
a new client workstation should use the following instructions to install the Epicor 9.05 Client.
1. On the client workstation, use Windows Explorer to navigate to the server where Epicor 9.05 was just
installed.
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3. The Epicor 9.05 Client Setup menu opens. Click Install Epicor 9.05 Client Software.
4. The Welcome window appears for installing the client software. Click Next.
5. The Destination Folder window appears. Specify the Client Destination and the Server Share Location path.
a. For the Client Destination, click Browse to navigate to a destination folder. For example, you can use
C:\Program Files\Epicor Software\Epicor905.
b. For the Server Share Location, use \\<servername>\Epicor905, where <servername> is the machine name
where the server installation was done.
c. Click Next.
6. The Shortcut Creation window appears. Select the Create Desktop Icons check box to create the following
shortcut icons on your client desktop.
a. Epicor 9.05: Select this checkbox to run your Epicor 9.05 database from this workstation.
b. Epicor 9.05 MES: Select this checkbox to run the Data Collection programs from this workstation.
7. On that same window, you can also select the following check boxes to create icons in your program menu:
• Create Training Icons: Select this checkbox for training icons that can access the training database.
• Create Test Icons: Select this checkbox for test icons that can access the test database.
• Create Pilot Icons: Select this checkbox for pilot icons that can access the pilot database.
8. Click Next.
Use the following steps to install Crystal Reports 2008 Runtime on your client. You can also use these steps to
install Crystal Reports 2008 Runtime on your server or Windows Admin workstation if you plan to print Crystal
Reports forms from your server or Windows Admin workstation.
Note You cannot install both Crystal Reports 2008 Runtime and Crystal Reports 2008 Developer on the
same client.
1. If you have a previous version of Crystal Reports .Net Runtime installed on your client, use the following to
uninstall the previous version:
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2. Log on to EPICweb and go to the Customer Portal Page. Navigate to Support > Epicor 9 > Downloads..
Note You can use this link: https://epicweb.epicor.com/Support/epicor9/Downloads
3. Navigate to Epicor 9 > Version 9.05.600 > Third Party Products > Crystal.
4. Download the latest Crystal 2008 Runtime file. For example, download Crystal_2008_03_Runtime.zip.
5. Navigate to the downloaded file. Open the .zip file and extract the contents.
6. Double-click to run the EXE file. For example, run the CRRuntime_12_3_mlb.exe file.
7. The Welcome window appears for Crystal Reports 2008 Runtime. Click Next.
8. Review the license agreement information. Select I accept the License Agreement. Click Next.
9. Specify the folder for the installation of Crystal Reports 2008 .Net Runtime, and select Everyone as the user
of the computer. Click Next.
a. Using a text editor, open the License Key.txt file that was extracted in a previous step.
c. Click Next.
Use these steps to make the shortcuts available on the Start menu for all users.
1. Go to the location where your system is installed. For example: C:\Documents and Settings\<user>\Start
Menu\Programs\Epicor Software.
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Use these steps to verify the parameter settings that are defined in the *.pf files. Several parameter settings are
required in order for your appservers to start and for your system to run properly. The parameter settings may
differ based on your database type, either Progress or SQL.
Note If the required parameters are not included in the *.pf file, your appservers will not start.
1. On the server where your Epicor application is installed, navigate to the Server\Config folder.
2. With a text editor, open the parameter file for the database you want to configure. For example, parameter
files include: Mfgsys.pf, MfgTrain.pf, MfgTest.pf, MfgPilot.pf.
3. For both SQL and Progress databases, use the following to verify the required parameters in the .pf file.
4. For SQL databases only, use the following to verify the required parameters in the .pf file.
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5. For both SQL and Progress databases, use the following to verify the optional parameters in the .pf file.
6. If needed, review the parameter values in the following example .pf files.
• Example: Progress
• Example: SQL
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7. Later, when you start your appserver, if the appserver does not start due to parameter validation issues,
review the appserver log file. In a standard installation, the log file is located in the Server\Logs folder.
Use the following instructions to setup security and allow necessary privileges for the Progress AppServer software.
These instructions can be used anytime, not just after installation, to keep your company's security requirements
current.
1. Create an account, or use an existing account, as an administrator. The account can be local (only to the
server) or a domain account (usable anywhere).
2. Verify that the account has administrative rights on the server where Progress OpenEdge 10 is installed.
1. Using the admin logon account specified above, select Control Panel > Administrative Tools > Local
Security Policy.
2. On the left pane, select Local Policy > User Rights Assignment.
3. In the right panel, double-click each of the following Policies, and add the domain User Account of the
user or group with system administrative rights for the server. You will connect these accounts through
Progress Explorer.
• Act as part of the operating system
• Adjust memory of quotas for a process
• Create a token object
• Create permanent shared objects
• Log on as a batch job
• Log on as a service
• Replace a process level token
1. Use the Progress Explorer Tool or OpenEdge Explorer Tool to verify that your appservers and databases are
not running.
2. Using the admin logon account specified above, select Control Panel > Administrative Tools > Services.
3. Verify that the AdminService is stopped. To do this, right-click AdminService for OpenEdge 10.2A and
select Stop if the service is running.
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4. To set up the service account, right-click AdminService for OpenEdge 10.2A and select Properties.
5. In the Log On section, click This Account, and specify the same user or group as with the Local Security
Policy settings. Again, the user or group must have administrative rights for the whole server.
If you use Epicor Service Connect, you must upgrade to the latest version. Use the following instructions to
upgrade to the latest version of Service Connect, such as Service Connect 9.05.
If you use Epicor Portal, you must upgrade to the latest version. Use the following instructions to upgrade to the
latest Epicor Portal version, such as Epicor Portal 9.05.
1. Locate the Epicor Portal 9.05 Installation Guide. Click this link to access EPICweb:
https://epicweb.epicor.com/Support/epicor9/Downloads
2. Complete the instructions to upgrade your portal installation. Be sure to install any Epicor Portal service
packs after the portal installation.
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Use the following instructions to prepare your database prior to logging in the first time. If you are an existing Epicor
9/Vantage/Vista customer, you must complete this entire section.
Note If you are an existing customer upgrading from a 32-bit platform to a 64-bit platform, no special database
preparation is necessary. As with a normal upgrade, you must complete this entire Prepare Your Database
section.
If you use Progress and you are a new customer installing the Epicor 9.05 application for the first time, you must
complete the following sub-sections:
• Add Epicor and Application Server Connections, Import License Codes, Add Company
Use these instructions to convert your database for compatibility with the Epicor 9.05 application.
1. If your database and Appservers are running, use the Progress Explorer Tool or OpenEdge Explorer Tool to
stop the following functions in order:
• Stop the Appservers.
• Stop the OpenEdge database.
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If you are a SQL customer, use the following steps to restore your schema holders. New customers and customers
upgrading from an existing Epicor application installation must complete these steps in order to be compatible
with the current OpenEdge version.
1. If your database and Appservers are running, use the Progress Explorer Tool or OpenEdge Explorer Tool to
stop the OpenEdge database.
2. Make a backup copy of your current schema holder files. To do this, do the following:
a. Go to the folder where your schema holder is located. For example, go to \Epicor905\db\newdb.
b. Make a copy of your current schema holder files. The schema holder files are mfgsyssh.*
4. Go to the folder where your schema holder is located. For example, go to \Epicor905\db\newdb.
5. To restore the schema holder backup file, at the prompt type one of the following commands, based on
your environment:
• SQL (32 bit): prorest mfgsyssh mfgsyssh32.bkup
• SQL (64 bit): prorest mfgsyssh mfgsyssh64.bkup
• SQL Unicode (32 bit): prorest mfgsyssh mfgsyssh32U.bkup
• SQL Unicode (64 bit): prorest mfgsyssh mfgsyssh64U.bkup
7. If you use Extended UD Table functionality, use Epicor Admin Tools to rerun your Schema Changes for the
extended UD tables.
1. Use the Progress Explorer Tool or OpenEdge Explorer Tool to start the databases which you will be converting
to the Epicor 9.05 level.
2. Open the Epicor Schema Change program. To do this, navigate to Start > Programs > Epicor Software
> Epicor 9.05 > Epicor Schema Change icon for the appropriate database.
Note If prompted with a message that it is unable to open message file: PROMSGS, click OK to the
message. Then, you need to edit the Shortcut properties. To do this, right-click on the icon and select
Properties. In the Target field, locate the part of the path that says server\config\epicor905.ini
and add a "\" character before that part of the path. For example, it should look like:
\server\config\epicor905.ini. Note that there needs to be a "\" before the word server. Do not
change the rest of the target path.
3. The Schema Change Required window appears. In the Password field, enter CHANGESCHEMA. Click
Continue.
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Use the following steps to use the Epicor Administration Console to add and then connect to the Epicor and
application servers.
1. Use the Progress Explorer Tool or OpenEdge Explorer Tool to verify that your Epicor database and main
AppServer are running.
2. Login to the Epicor Administration Console. To do this, select Start > Programs > Epicor Software >
Epicor Administrative Tools > Epicor Administration Console.
Note You may be prompted to update your Microsoft Management Console (MMC) to version 3.0
or later. See the Microsoft MMC 3.0 download site for more information.
5. Click Ping Server. Click OK to confirm that the server was located.
7. Right-click the Epicor Server you just added. Select Add Application Server.
b. Port Number. Enter the identifier of the port to which you are connecting.
c. User Name. Enter a valid user name to log into the Epicor database.
10. Right-click on the Application Server you just added. Select Connect to Application Server.
Note If you are a new customer, a User Name called Manager is created when you connect to the
Application server for the first time.
Use the following steps to import your Epicor 9.05 application license codes.
1. In the Epicor Administration Console, right-click on the Licensing node. Select Import License File.
2. Browse to the location where you previously downloaded the license code file. Select the file and click Open
to import the file.
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3. Double-click on the licensing code to open it. The Properties dialog opens.
4. Click the Modules tab. Select the check box for each module you want enabled.
Note It is recommended that you carefully review the modules that you have selected to enable.
Failure to enable your modules may result in possible data corruption. Also, if you enable a new module
at this time, you are committing to basic configuration and implementation steps within the application.
5. Click OK.
If you are a new customer, you must create a company. If you are an existing Vantage/Vista customer, you have
already configured your companies and you do not need to complete this step, unless you want to add a new
company.
1. In the Epicor Administration Console, right-click the Companies node. Select Add Company.
3. To assign a Serial Number to the new company, click the browse button to search for a list of serial numbers.
Highlight the appropriate serial number to select it. Click OK.
Use these steps to run the data conversions on your Epicor 9.05 application.
Use these steps to set the Epicor Admin Tools PROPATH prior to running the conversions.
1. Locate the Epicor905.ini file. In a standard installation, it is located in the following directory:
...\Epicor905\Server\Config.
2. Using Notepad, open the Epicor905.ini file. Locate the line that starts with PROPATH=.
3. In the PROPATH line, locate \BPMExec. Immediately following \BPMExec, add one of the following folders,
based on your databfase: \LiveBPM, \PilotBPM, \TestBPM or \TrainingBPM.
For example, here is the line before you make the change:
PROPATH=.,C:\Program Files\Epicor
Software\Epicor905\Clientserver,C:\Program Files\Epicor
Software\Epicor905\Server,C:\Program Files\Epicor
Software\Epicor905\BPMExec,C:\Program Files\Epicor
Software\Epicor905,c:\program files\epicor\oe102a\gui,c:\program
files\epicor\oe102a,c:\program files\epicor\oe102a\bin
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Use these steps to run the conversions using Epicor Admin Tools.
1. On the server, open the Epicor Admin Tools program. To do this, navigate to Start > Programs > Epicor
Software > Epicor 9.05 > Epicor Admin Tools.
Note If prompted with a message that it is unable to open message file: PROMSGS, click OK to the
message. Then, you need to edit the Shortcut properties. To do this, right-click on the icon and select
Properties. In the Target field, locate the part of the path that says server\config\epicor905.ini
and add a "\" character before that part of the path. For example, it should look like:
\server\config\epicor905.ini. Verify that there is a "\" character before the word server. Do not
change the rest of the target path.
2. Login with a valid User Id and Password. Note that the user must have Security Manager rights.
3. At the prompt for automatic mandatory conversions, click Yes. Mandatory conversion programs run.
Note If you use posting rules, the conversion process may block posting rules that are invalid. If any
rules cannot be activated, you are prompted with an informational message listing the blocked standard
rules. It is recommended that you take a screen capture of this message to be used later to review
the blocked rules.
4. To verify that the mandatory conversions completed successfully, make sure the database conversion date
is the correct date. To do this:
b. Review the list of conversions that were run. If necessary, scroll to the right to see the Date the conversion
was run.
Use these steps to stop and start the database and App servers. It is strongly recommended that you complete
these steps after running the automatic data conversions.
1. Use the Progress Explorer Tool or OpenEdge Explorer Tool to stop the following functions in order:
• Stop the Appservers.
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2. Use the Progress Explorer Tool or OpenEdge Explorer Tool to start the following functions in order:
• Start the OpenEdge database.
• Start the Appservers.
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Use the following steps to verify and test your Epicor 9.05 application upgrades the first time you log in.
Note If you are a new customer, you only complete the Set Up System Agent for Printing steps. All other
steps can be ignored.
Use these steps to import your posting rules if you use Extended Rules. If you only use standard rules, this step
has already been automatically completed for you when you converted your data.
2. Select Financial Management > General Ledger >Setup > GL Transaction Type.
4. Click the Input File Name button. Navigate to the Extended posting rules folder. For example, go to the
following:
• Extended rules: \\<servername>\Epicor905\server\PostingRules\Extended
5. Select one or more .XML files. You can select multiple files by pressing the Shift key while you highlight
the files. Click Open to select the highlighted files.
6. Select the Import All check box to specify that you want to import all the selected XML files. To specify
individual XML files instead, you can select the Selected check box for each file.
7. If this is not the first time you are importing posting rule files, you can select the Replace All check box to
replace your existing revision with the same name. To specify to replace individual XML files instead, you
can select the Replace Existing check box for each file.
8. 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. To specify to activate individual XML files instead,
you can select the Activate check box for each file.
9. Select the Import into all companies check box if you want to import the posting rules into each company.
Note Newly created revisions are automatically set to Active in the current company only. In other
companies, you need to update the status manually. In order to make changes, your User Id must
have access to the company.
11. You may be prompted with the Book Mapping dialog. Select the book identifier you previously defined
from the Map Book selection list. If you want to map the selected book identifier to all transaction types,
select the Use for all transaction types check box. Click OK.
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Note To copy the rules from one book to another, you can use GL Transaction Type Maintenance.
You create a revision, and then copy both the header and detail rules one at a time into a new book.
Then activate the revision.
Use the following steps to review any standard posting rules that were not updated during the conversion. If you
were not prompted with an Information message during the conversion, you can skip this step.
1. Get the screen capture of the Information message that you took during the conversion process.
2. Select Financial Management > General Ledger > Setup > GL Transaction Type.
3. Search and select a transaction type that is listed on the Information message.
4. In the Tree View area, select a revision. From the Actions menu, select Change Log Menu. Review the list
of revisions that were added and blocked during the last conversion process.
5. If a Revision you want is listed as Blocked, you can change it to Active. To do this:
6. Repeat the above step for each Revision listed on the Information message.
Note If you have multiple companies, the Information message may list the same blocked transaction
type for each company. You must review the blocked posting rules for each company where you have
access.
Use the following steps to set up the System Agent for your system to enable printing.
1. Review the paths you specified during the server software installation for the following locations:
• Destination Location
• Print Folder Destination Location
• Server Share Location
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Use the following steps to verify and maintain your customizations and personalizations. Note that the
Customization / Personalization Maintenance program attempts to automatically correct any problems that it
encounters during the verification process.
The verification process checks that each customization includes the following: a valid customization script, valid
custom properties, valid control keys, valid controls that are located on the form and properly docked, and
user-defined controls are added to the form. It also deletes customization properties that are no longer applied,
and cleans up the grid layout to remove obsolete fields.
5. Click Search. The customizations are displayed. Click Select All and then click OK to select all.
8. You are warned that this process may take several minutes. Click Yes.
9. The verification process reviews the selected personalizations and customizations. When complete, you are
returned to the Customization/Personalization Maintenance window.
11. Click the Warnings tab to review any elements that were not validated. Usually warnings are caused by
properties stored in the customization data that cannot be applied. Common warnings that you might see
include:
a. Cannot locate control on form. The key used for the customization is no longer on the form. This could
result from a renamed control or changed EpiGuid.
b. Could not set the property. No code exists that sets this property.
c. EpiBinding is not valid. Identifies the database field that should be used.
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12. Use the Run, Modify, and Show Custom Data features from the Actions menu to correct the warnings.
13. After fixing a warning, select the row and click Remove Selected Item.
14. Click the Errors tab to review error messages generated by the selected program. Usually errors are caused
by problems with the customization script.
15. Use the Run, Modify, and Show Custom Data features from the Actions menu to correct the errors.
16. After fixing the errors, from the Actions menus, select Verify Customization.
17. Click the Detail tab to verify that the customization has passed validation. If it is valid, the current
manufacturing version is Valid For and Pass is the Status.
18. Repeat these instructions and select Personalization as the Type to verify and maintain your personalizations,
if necessary.
During the Epicor 9.05 installation, unused obsolete fields are automatically deleted. Obsolete fields that are used
in calculations within BAQ are not deleted, but calculations with obsolete fields no longer work.
1. Review your calculations within any BAQs you want to continue using after upgrading your system.
3. Review the Schema Change topic to see which fields have been changed or removed.
After you upgrade, your BAQ reports should work since your fields are valid.
If you use any global alerts that activate procedure (.p) programs, use these steps to compile these programs
using the newly installed Progress 10.2A.
1. Review each BAM event that has a procedure program on your system. Verify that it still has a valid business
reason for being upgraded to the next version.
3. Save each BAM event, including the procedure files, in an archive location.
4. Move these BAM events and their procedure files to a new location.
5. If any Epicor 9.05 schema changes affect the procedure program, update the .p program to reflect the new
schema.
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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 can not 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. Navigate to System Management > Business Process Management > General Operations > Directive
Update.
2. From the Actions menu, select Recompile All Outdated Directives. As the directives are converted and
re-compiled, an hour glass is displayed.
3. Upon completion, the compile results are displayed. Any Method Directives that failed to compile after the
conversion are listed.
4. Navigate to System Management > Business Process Management > Setup > Method Search.
5. Use the Method Directives program to search for any Outdated Directives.
8. 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.
9. Repeat these steps for all the outdated directives that you find.
Use these steps to test any custom code programs that were created and updated for you by the Epicor Custom
Solutions Group.
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.
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.
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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.
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.
You can click this link: https://epicweb.epicor.com/Support/epicor9/Downloads
3. 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_90560xx_Vx_Win32Progress.zip
• Progress (64): Epicor9_Database_90560xx_Vx_Win64Progress.zip
Use the following instructions to verify the prerequisite steps have been completed.
Use the following instructions to restore the Demonstration Database using the Progress ProRestore command.
These instructions assume the Epicor 9.05 Demonstration Database is installed in: C:\Program Files\Epicor
Software\Epicor905\db\Training.
2. Open the .zip file. For example, extract the Epicor9_Database_90560x_Vx_WinxxProgress.ed file directly
into the C:\Program Files\Epicor Software\Epicor905\db\Training folder.
3. Navigate to Start > Program > OpenEdge 10.2A > ProEnv. A DOS window opens.
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6. At the c:\> prompt, type: cd Program Files\Epicor Software\Epicor905\db\Training and press Enter.
7. At the C:\Program Files\Epicor Software\Epicor905\db\Training> prompt, run the Prorest command. For
example, type: prorest mfgsys Epicor9_Database_90560x_Vx_WinxxProgress.ed and press Enter.
9. When the restore is completed, you are returned to the C:\Programs Files\Epicor
Software\Epicor905\db\Training> prompt. Type exit to close the DOS window.
Use the following instructions to import the product licenses and enable the modules.
1. Open the Epicor Admin Console. To do this, navigate to Start > Programs > Epicor Software > Epicor
Administrative Tools > Epicor Administration Console.
2. Login with a valid User ID and Password. Note that the user must have Security Manager rights. For example,
login as manager / manager or epicor / epicor.
b. Browse and select the license serial number to the imported license file. Click OK. The file is imported.
c. Repeat for each of the other companies, such as Epic02 and Epic03.
d. Select the individual modules to activate, or click Enable all Licensed to select all the modules. The
Enabled check box should be selected for the modules you want to activate.
e. Click OK.
Use the following instructions to start the database and main Appserver.
1. Use the Progress Explorer Tool or OpenEdge Explorer Tool to start the following functions in order:
• Start the Database: EpicorTrain905
• Start the Appserver: EpicorTrain905
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2. Minimize the Progress Explorer Tool or OpenEdge Explorer Tool. Do not start the other Appservers yet.
Use the following instructions to run the required manual conversion to reset the sequence table. Your main
appserver must be stopped prior to running the conversions, and then restarted after the conversion has finished.
1. If your main appserver is started, you must stop it prior to running the conversions. For example, use the
Progress Explorer Tool to stop the EpicorTrain905 appserver.
2. Open the Epicor Admin Tools program. To do this, navigate to Start > Programs > Epicor Software >
Epicor 9.05 > Epicor Admin Tools.
3. Login with a valid User ID and Password. Note that the user must have Security Manager rights. For example,
login as manager / manager.
5. Scroll down the list of programs to number 5460 called Re-set DB Sequences. Highlight the program to
select it.
6. From the Conversion menu, select Run Conversion Program. Click Yes to confirm.
8. Start your main appserver. For example, use the Progress Explorer Tool to start the EpicorTrain905 appserver.
Use the following instructions to set up your system agent. The paths for the System Agent, which control report
printing, must be reset after a database restore.
These instructions assume your database is set to be the Mfgsys database directly located in this folder: C:\Programs
Files\Epicor Software\Epicor905\db\Training.
1. Review the paths you specified during the server software installation for the following locations:
• Destination Location
• Print Folder Destination Location
• Server Share Location
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10. Save the System Agent changes. Exit System Agent Maintenance.
1. Open the Progress Explorer Tool or OpenEdge Explorer Tool. Start the following Appservers in order:
• EpicorTrain905TaskAgent
• EpicorTrain905ProcessServer
Use the following instructions to verify that the Demonstration Database was properly updated.
4. Verify that the version has changed to the correct version you installed.
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Use these steps to configure a Windows Admin Workstation, if one is needed. These steps can be run on a client or
server machine, but they cannot be run on a server that has a 64-bit version of OpenEdge installed. The 32-bit and
64-bit OpenEdge Software cannot be located on the same machine.
Note For a Windows installation, this is an optional step needed only if you want to configure a workstation as
a super-client.
If you use SQL, use these steps to download and install the 32-bit Native Client 10 ODBC driver.
1. Go to the Microsoft Download website. You can download the 32-bit SQL Native Client 10 from the Microsoft
Download Center. The 32-bit SQL Native Client is in a Feature Pack for Microsoft SQL Server 2008. The link
is: http://www.microsoft.com/downloads/details.aspx?FamilyId=C6C3E9EF-BA29-4A43-8D69-A2BED18FE7
3C&displaylang=en
2. In the Feature Pack for Microsoft SQL Server 2008, scroll to the download link for Microsoft 32-bit SQL
Server Native Client.
4. Install the 32-bit SQL Native Client 10. Verify that it is installed correctly.
1. Verify that your machine does not have a 64-bit version of OpenEdge installed.
2. Install the 32-bit version of Progress OpenEdge 10.2.A. See the Install Progress OpenEdge 10.2A section
of this document for instructions.
3. Apply the 32-bit version of Progress OpenEdge 10.2.A Service Pack. See the Install Progress OpenEdge
10.2A Service Pack section of this document for instructions.
4. Apply the 32-bit version of Progress OpenEdge 10.2.A Hot Fix. See the Install Progress OpenEdge 10.2A
Hot Fix section of this document for instructions.
1. Install the Epicor 9.05 Client. See the Install the Epicor 9.05 Client section of this document for instructions.
You must complete all the steps in that section.
Note During the installation, if this Windows Admin Workstation machine is where you plan to run
the Epicor Admin Tools and Epicor Schema Changes, be sure to select the following check boxes to
create the shortcuts: Epicor Admin Console and Epicor Schema Change.
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Note During the installation, if this Windows Admin Workstation machine will also be used as a
normal Epicor 9.05 client machine, you have the option of also selecting the following check boxes
to create additional shortcuts: Epicor 9.05 and Epicor 9.05 MES.
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Part V: Appendices
Use the following information to help complete your Epicor 9.05 environment set up. Complete the sections
appropriate for the components you intend to use.
For Service Pack and Patch upgrades, review the Release Notes for more information on which sections need to
be completed after installing the upgrade.
If you have installed a Windows 2008 (64-bit version) environment, use these steps to enable the 32-bit version of
ASP.NET 2.0 in a Windows 2008 64-bit environment. This version must be enabled in order to install and deploy web
based products, such as Epicor Web Access and the Embedded Education courses.
Note When using a 64-bit server, you may encounter login issues when using Internet Explorer 64-bit. Epicor
Web Access allows users to enter login credentials, but the application may not start. To resolve this security
issue, use Internet Explorer to add the Epicor Web Access site to the server’s trusted site list.
Use these steps to enable the 32-bit version of ASP.NET 2.0 in a Windows 2008 64-bit environment.
8. If these extensions are not mapped, you must manually add each one separately. To add the .htm extension,
do the following:
c. Executable: C:\Windows\Microsoft.NET\Framework\v2.0.50727\aspnet_isapi.dll
d. Name: htm.
e. Click OK.
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c. Executable: C:\Windows\Microsoft.NET\Framework\v2.0.50727\aspnet_isapi.dll
d. Name: html.
e. Click OK.
10. Within IIS, right-click on Default Website and select Manage Web Site > Restart.
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Use these steps to install and license the embedded Education courses. Using the embedded courses requires a Windows
Server operating system and Microsoft Internet Information Services (IIS 6 or IIS 7).
Note Embedded Education Courses must be installed in your training environment, not in your live production
environment.
Use these steps to install the embedded education courses using the Epicor Education Course Installer.
1. Go to the directory where your Epicor application is installed. For example, go to \Epicor Software\Epicor905.
4. On the Epicor Utilities Setup dialog, click Install Epicor Education Courses to open the Epicor Education
Course Installer.
Note You can also open the Epicor Education Course Installer by navigating to the Epicor Education
folder and running the EduCourseInstaller.exe file.
5. Verify that the Epicor 9.05 Education Course Installer program opens. The user interface looks different
based on your operating system.
6. Select the Web Site where you want to install the Education courses. It is recommended that you select
the DefaultWebSite.
7. Select the App Pool to use for the Education courses. It is recommended that you select the DefaultAppPool
and then verify that it is set to 32-bit and Integrated. To verify the settings:
c. In the Application Pools list, select the application pool used by the Epicor Education virtual directory.
For example, select DefaultAppPool.
f. Verify that Enable 32-Bit Applications is set to True, if your system is a 64-bit server.
8. Enter the Alias you want to use to gain access to the courses. The alias is used as part of the course server
URL. Do not use spaces. The default is EpicorEducation.
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Note It is recommended that you record the Alias that you enter. In the next section, you are required
to configure the client by editing the .mfgsys configuration file. To edit this file, you will need to enter
the Alias and the course server URL.
9. Enter the Directory. The directory can be any folder on the server. For example, if you have a folder on your
server where you host Web content, such as C:\Inetpub\wwwroot, you can install the courses to that folder.
If the directory does not exist, the installer creates it. You can install a new batch of courses to an existing
directory by using the browse button.
10. For the Server Name enter the name of the server where your Epicor application is installed.
11. Enter the Port used by the AppServer. To find your port number:
a. Go to the Config folder on the server where your Epicor application is installed. For example, go to the
Epicor905\client\config folder.
b. Open your train.mfgsys file and look at the AppServer node. The port number should be listed. For
example, the default port for the training database is 9411.
Note The Server Name and Port must point to a training database and not a live database within
your production environment.
12. Enter a valid Epicor application User ID and Password. The course web site uses this User ID and Password
to login to the Training AppServer to verify licensing information. The default User ID and Password for the
Epicor Education database is manager / manager.
14. After a message displays that the site has been created, close the Epicor Education Course Installer.
a. Edit the <courseServer uri="" /> line to specify the location where the education courses are installed.
For example, if the courses are installed on a server named Company1 and the alias is set to
EpicorEducation, the line would be: <courseServer uri="http://Company1/EpicorEducation/" />.
Note Be sure to use the Alias that you entered and recorded in a previous step when you ran the
EduCourseInstaller program.
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b. Edit the <helpServer uri="" /> line to specify the location where the help files are installed. For example,
if the help files are installed on a server named Company1, the line would be: <helpServer
uri="//Company1/Help/" />.
Note If the help files are installed on the deployment server, it is not necessary to edit the
<helpServer uri="" /> line.
For example, the <helpSettings> node with the edited lines would look similar to the following:
<helpSettings>
<!-- if you want your htm pages hosted on a
separate server than the deployment files, then you would enter the
uri in the
helpServer uri attribute --> <helpServer uri="http://Company1/Help/
"
/> <courseServer uri="http://Company1/EpicorEducation/" />
<E9EducationKeysServer uri="" />
...
</helpSettings>
Use these steps to license the embedded education courses. License keys are specified by Education Course
module, not Epicor 9.05 modules.
Note You must retrieve your license information for your embedded courses when you access the embedded
education courses for the first time, and each time a Service Pack is applied.
2. On the Standard toolbar, click the Education Course button (student with a graduation cap). The Education
Course program opens.
a. Load License from file. Choose this option to enter the name of the license file.
b. Enter License Keys. Choose this option to manually enter the key if you were sent a file that contains
your license keys. At the prompt, browse to the file and open it. Manually copy the license key details
from the file into your database. This step only has to be completed once and it is saved in the database.
c. Retrieve the key from EPICweb. Choose this option to download and install license key information
from EPICweb. Log on to EPICweb by entering your User Id and Password. Click OK. Your EPICweb login
information is verified and then your embedded education course license keys are automatically installed
on your system.
Note When a Service Pack is applied, the Education database is updated and the license key
information must be re-imported. If courses are delivered with the service pack, reinstall them in
the same location on the server.
5. To view the Embedded Education Courses, click the Refresh button from the toolbar in the application. If
the refreshed Embedded Education Courses do not display, you should close and reopen the application.
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Use these steps to install Epicor Administration Console on your server. The upgrade process includes uninstalling and
then reinstalling your Epicor Administration Console. These steps must be completed at each Service Pack or Patch
release.
If you have a previous version of Epicor Administration Console installed on your server, use these steps to uninstall
Epicor Administration Console.
1. Uninstall the Epicor Administration Console. To do this, select Start > Control Panel > Add or Remove
Programs.
Use these steps to install the Epicor Administration Console on your server and/or on your Windows Admin
Workstation.
4. On the Epicor Utilities Setup dialog, click the Install Administration Console button to start the installation.
6. On the Confirm Installation dialog, click Next. The files are installed.
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Use these steps to install and deploy Epicor Web Access using a Windows 2008 based Internet Information Server (IIS).
The Epicor Web Access forms and components are an optional installation and are required only if Browser-based
access to your Epicor 9.05 environment is desired.
Note While it is possible to deploy the Epicor Web Access forms on your Windows based Epicor 9.05 Server, it
is not recommended. For optimal performance and ease of maintenance, a separate Internet Information Server
is recommended.
If you use report generation from Epicor Web Access, you must install Crystal Reports 2008 Runtime and Crystal
Reports 2008 Embedded Server.
D.1.1 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 not skip this step.
Use the following steps to install the latest version of Crystal 2008 Runtime. This component must be installed
on the web server that is hosting Epicor Web Access. Crystal Reports 2008 .Net Runtime can be installed on
Windows Server 2008.
1. Log on to EPICweb and go to the Customer Portal Page. Navigate to Support > Epicor 9 > Downloads.
Note You can use this link: https://epicweb.epicor.com/Support/epicor9/Downloads
2. Navigate to Epicor 9 > Version 9.05.600 > Third Party Products > Crystal.
3. Download the latest Crystal Reports Runtime file from EPICweb to your workstation. For example:
Crystal_2008_03_Runtime.zip.
4. Navigate to the downloaded file. Open the .zip file and extract the contents.
5. Double-click to run the EXE file. For example, run the CRRuntime_12_3_mlb.exe file.
6. The Welcome window appears for Crystal Reports 2008 Runtime. Click Next.
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7. Review the license agreement, and select the I accept the License Agreement check box. Click Next.
8. Specify the folder for the installation of Crystal Reports 2008 .NET Runtime, and select Everyone as the
user of the computer. Click Next.
a. Using a text editor, open the License Key.txt file that was extracted in a previous step.
c. Click Next.
Use these steps to install the latest version of the Crystal Reports 2008 Embedded Server on your server.
This component can be installed either on the same server as the Epicor Web Access forms, if Windows 2008 is
being used for both Epicor Web Access and Crystal Reports, or on another server within the trusted domain.
Note As of the Epicor 9.05.606 and later releases, the Crystal 2008 Embedded Server license is included
in the installer. The license no longer needs to be entered manually during the installation.
1. Log on to EPICweb and go to the Customer Portal Page. Navigate to Support > Epicor 9 > Downloads.
Note You can use this link: https://epicweb.epicor.com/Support/epicor9/Downloads
2. Navigate to Epicor 9 > Version 9.05.600 > Third Party Products > Crystal.
3. Download the latest Crystal Reports Embedded Server file from EPICweb to your workstation. For example:
Crystal Reports 2008 Embedded Server SP3.zip.
4. Navigate to the downloaded file. Open the .zip file and extract the contents.
5. Move the extracted files to the report server where the file are to be installed.
7. The Crystal wizard Welcome window appears. Select the installation language in the wizard, and review
the Installation Guide and Release Notes located in the extracted files folder.
8. On the Crystal Reports 2008 Embedded Server Edition Setup form, click Next.
9. Review the license statement and select to accept it. Click Next.
12. Click Next to confirm to start the installation. A meter displays the progress.
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14. You need to set the Report Directory of the Cental Configuration Manager. To do this, do the following:
a. Navigate to Start > BusinessObject XI 3.1 > Crystal Report Embedded Server 2008 > Central
Configuration Manager.
The Epicor Web Access forms and components are delivered as part of the Epicor application server installation.
The files are located in the /Epicor Web Access folder on your server. Use the following steps to configure those
forms and components.
1. Go to the /Epicor Web Access folder on your server. It is located at the same folder level as
Administration/Client/Server/Help.
2. Move the entire folder to the Windows 2008 Internet Information Server (IIS) that will host your Epicor Web
Access web site.
4. Double-click the Epicor Web Access Utilities.msi file to run the pre-installation configuration process.
Use the following steps to complete the installation of your Epicor Web Access Forms.
1. Navigate to Start > Programs > Epicor Software > Epicor Administrative Tools > Epicor Web Access
Utilities > Epicor Web Access Installer.
Note To run the Epicor Web Access installer on Server 2008 or Windows 7, you must launch the
installer as an Administrator. To do this, right-click on the Epicor Web Access Installer icon, and
select Run as Administrator from the menu.
3. The Basic Installer Settings dialog opens. It looks similar to the following:
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a. Web Forms Package: Enter EpicorWebAccessForms.zip which stores the files that related to web
forms such aspx, js, and css.
b. Web Services Package: Enter EpicorWebAccessServices.zip which stores the files that are related
web services such as asmx, and dll.
c. Click Next.
b. Install Path: Enter the directory path where the EWA files will be located. The final installation directory
uses both the Install Path and the Epicor Web Access Site values. For example, if you enter "EWATest"
as your Epicor Web Access Site, and "C:\temp" as your Install Path, then the final installation path would
be "C:\temp\EWATest". The Install Path is available for entry for both IIS 6 and IIS7 environments.
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c. Web Site: Select the IIS web site where the application will get created. For example, in IIS, the web site
Default Web Site is always available. If you want to select a different web site, you can create one using
the IIS Admin Console. The Web Site is available only when installing in an IIS 7 environment.
d. App Pool: Select the Application Pool that will be used by the Epicor Web Access application. The
drop-down list displays only the application pools that are set to use Integrated Pipeline mode. If the list
is empty, click the New button to create a new application pool that uses an Integrated pipeline. The
App Pool is available only when installing in an IIS 7 environment.
e. Progress Server: Enter the name of your Epicor Progress Application Server (AppServer).
f. AppServer Port: The AppServer port number defaults to 3090. Change this number to identify your
AppServer port. For example, the Appserver port for the live database is 9001.
g. Enable Single Sign On: Select this check box to use Windows authentication for a single sign on. If it
is not successful, it prompts for an EpicorWeb login.
h. Click Next.
a. Enable Reporting: Select this check box if you have Crystal 2008 Embedded Server installed on the
same server or on the network. Selection enables the Report Setting section. Note that this check box is
only enabled when a Crystal 2008 Runtime is installed on the server.
b. Report Appserver. The Report Appserver defaults to the name of the webserver. If the Crystal 2008
Embedded Server is installed on a different server, change this name to identify the name of the server
where it is installed.
c. Report Monitor Polling for Server (ms): Select the number of milliseconds for report polling from the
web server.
d. High Priority Interval For Client (ms): Select the number of milliseconds the process waits immediately
after the report is submitted. When the time is greater than High Priority Duration for Client time, the
process shifts it to Low Priority Interval for Client.
e. Low Priority Interval For Client (ms): Select the number of milliseconds the process waits between
process after the time specified for the High Priority Duration for Client is done.
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f. Auto Purge Older Reports For Server (days): Select the number of days the report is available before
it is automatically delete from the server.
g. High Priority Duration for Client (ms): Select the number of milliseconds for the duration time that
the reports check for new reports. This setting is similar to the System Monitor in the Win Client. When
the duration times out, it sets it to Low Priority Interval For Client.
h. NLB Report Repository: Specify the NLB (Network Load Balancing) report repository location. This
location is a shared repository that can be accessed by other EWA installations. This is an optional field.
i. Click Next.
6. The Summary dialog opens. Review the information. Click Finish. The Epicor Web Access installation
proceeds.
7. If you entered an Epicor Web Access Site name that already exists, the Install Options dialog opens. Review
the options and click the button that specifies your desired installation option. Options include:
• Install New Site. Select this button to install a new Epicor Web Access site using the name you specified.
The installation will remove all the web forms and assemblies that were previously installed in the site,
and it will install new web forms and new assemblies.
• Upgrade Site. Select this button to keep the existing Epicor Web Access site in place. The installation
will overwrite all Epicor web forms and replace any changed assemblies. Custom forms will be kept in
place.
• Cancel. Select this button to cancel the installation.
8. To verify that the installation was successful, in Windows Explorer enter the Epicor Web Access URL.
For example, enter http://<your server>/<your site name>/default.aspx where <your server> is the name
you specified as your Progress server and <your site name> is the name you specified as your Epicor Web
Access Site.
9. If your Epicor Web Access installed successfully, a window similar to the following should appear:
10. Enter a valid User ID and Password that you use to log into your Epicor application. This sign-in consumes
a user license.
Note If you want to use a Time and Expense (TE) or Customer Relationship Management (CRM)
license, go to the login page using the following URLs respectively: http://<your server>/<your site
name>/default.aspx?LicenseType=TE or http://<your server>/<your site
name>/default.aspx?LicenseType=CRM. During deployment of EWA, direct users of TE and CRM
license types to set up browser Favorites using the appropriate style of URL.
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Use these steps to deploy Epicor Web Access. The delivered web forms are generated at the same version as the
Epicor application software deployed in the release. The Web Menu includes the forms that are available for
Epicor Web Access.
1. Epicor Web Access includes the majority of the Epicor application forms, with a few exceptions of the
drag-and-drop scheduling forms and most of the system setup forms. Review the form exceptions, which
include:
• Job Scheduling Board
• Multi Resource Scheduling Board
• Resource Scheduling Board
• Business Activity Query Designer
• BPM Method and Data Directive Maintenance
• Financial Report Designer
• Menu and Security Maintenance
• Mobile, Customer and Supplier Connect Maintenance
• Translation Maintenance
• System Agent
• W2 Processing
2. Determine if you need further control over web forms that you need to exclude from Epicor Web Access.
To exclude a form, use Menu Maintenance (using the Epicor Smart Client) and on the Security sheet,
select the Exclude Epicor Web Access check box associated with each menu option.
Note Epicor Web form supports group access security so this exclusion is only required when a form
should be available to users from the Epicor Smart client but not the Epicor Web Client.
3. Determine if you need to customize any forms or create any user dashboards since these must be specially
generated for Epicor Web Access.
Note A prerequisite for generation is that any customization script must be supported in C# rather
than VB.Net code. This is due to the fact that the process converts customization code from C# into
Java Script for Browser deployment. This process is not possible from VB.Net code. Although VB.Net
is supported for backward compatibility with the Epicor 9.05 application, it is not recommended that
new customizations are created using VB.Net with the Epicor 9.05 application since they do not
generate for Web Access without conversion to C#.
4. Determine how to process the customizations and dashboards containing customization code in VB.Net
that were created prior to upgrading to the Epicor 9.05 application. You must either recreate those
customizations using C#, or manually convert code either by hand or using a commercially available VB.Net
to C# conversion routine. Instructions are available in a the document entitled Guidelines for Conversion
of VB.Net to C# Customization Code in Epicor 9.05. Contact Epicor Support for this documentation.
5. If you want certain users to use a Time and Expense (TE) or Customer Relationship Management (CRM)
license, direct them to use the following URL style to get to the login page: http://<your server>/<your site
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Use these steps to configure Epicor Web Access within your Epicor application.
1. Navigate to System Management > Company Maintenance and open the Company program.
3. Enter your Epicor Everywhere URL. For example, enter http://<your server>/<your site name>.
4. Enter your Metadata Output Path. This is from the perspective of a client PC that might be generating
Epicor Web Access forms.
For example, 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. Example:
c:\inetpub\wwwroot\<your site name>.
Use the following steps to assign required properties and sharing to the Resource folder.
1. Navigate to the Epicor Web Access virtual directory. For example, if your Epicor Web Access was installed
to IIS, the default directory would be: :\inetpub\wwwroot\EWA\Resources
3. Click the Security tab. Select the IIS_WPG group from the Group or user names list.
6. In the Permissions for IIS_WPG list, select the Modify and Write check boxes in the Allow column.
Note The IIS_WPG group now has Allow selected for Modify, Read & Execute, List Folder Contents,
Read, and Write.
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Use the following steps to install Adobe Reader on your Epicor Web Access client. Installing the full Adobe Reader
installs the appropriate browser add-on that is required to render and view report .pdf files (from IIS).
Use the following steps to update the lightweight Epicor Web Access client installer .msi file. 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.
1. Verify that your Epicor Web Access site has been created.
2. Open the Epicor Web Access Utilities. To do this, navigate to Start > Programs > Epicor Software > Epicor
Administrative Tools > Epicor Web Access Utilities.
4. Enter or browse for the Installer File Name. The file is called SmartClientInstall.msi file and it is located
in the following folder: C:\inetpub\wwwroot\<EWA site>\SmartClientInstaller.
5. Enter the Deployment server URL. To find the value, do the following:
b. Open the configuration file for that smart client. For example, open the default.mfgsys file.
d. Copy the value and paste it into the Deployment server URL field.
6. Enter your Configuration file name. For example, enter the configuration file used by your smart client,
such as default.mfgsys.
7. Click OK.
9. To test that the Epicor Lightweight Client Installer file was updated, do the following:
b. Click on the Download Smart Client Installer icon that is located in the toolbar.
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If you use Windows Server 2008 (32 or 64) for your web server you must use these steps to configure the Epicor
Web Access report display feature. You need to configure both PDF and XLS report formats.
If you use Windows Server 2008 64-bit web services, use the following steps to set up a PDF configuration.
1. After creating an Epicor Web Access site, open Internet Information Server.
3. Locate the Epicor Web Site and single-click to enable the Feature view pane.
e. Go to the Verbs tab. Select the One of the following verbs checkbox.
g. Click OK.
h. Review the Edit Script Map setup form. The values should be the same as you previously entered. Click
OK.
i. A message appears asking if you want to allow the ISAPI extension. Click Yes.
If you use Windows Server 2008 32-bit or 64-bit web services, use the following steps to set up a XLS configuration.
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e. Go to the Verbs tab. Select the One of the following verbs checkbox.
g. Click OK.
h. Review the Edit Script Map setup form. The values should be the same as you previously entered. Click
OK.
i. A message appears asking if you want to allow the ISAPI extension. Click Yes.
Use these steps to generate Web Forms for customized Epicor 9.05 application forms.
1. Click on the User Security tab. Verify that the Customization Privileges check box is selected.
2. From the Options menu, select the Developer Mode check box.
3. Run the Customized form under the customization that you wish to Generate.
4. From the Tools menu of the customized form, select Generate Web Form.
5. Click OK. The customized form is generated to the Epicor Web Access site.
1. Click on the User Security tab. Verify that the Customization Privileges check box is selected.
4. From the Tools menu, select Application Builder > Deploy UI Application. This deploys the dashboard
as a UI form.
5. Select Application Builder > Generate Web Form. This deploys the UI Dashboard to the Epicor Web
Access site
Use these steps to review the browsers and browser configurations that are supported with Epicor Web Access.
1. Verify that one of the following browser versions is installed on your system:
• Internet Explorer - Internet Explorer 7
• Mozilla Firefox - FireFox 3.0.4
• Apple Safari - Safari 3.2
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2. If you use Firefox, complete the following steps to change your security settings to support Java popups
such as the search dialog box:
d. Restart Firefox.
3. If you use Firefox, complete the following steps to access some Microsoft plug-in files to support Window
Authentication:
If you use Windows Server 2008, use the following steps to set up compression. With IIS 7, compression is enabled
at the site level. Mime types are enabled globally and are applied to the applicationHost.config.
If you use Windows Server 2008, use the following steps to set up compression. With IIS 7, compression is enabled
at the site level. Mime types are enabled globally and are applied to the applicationHost.config.
a. In IIS, under Default Web Site, select the web site to be enabled.
c. Select the Enable dynamic content compression and Enable static content compression check
boxes.
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3. The EWA extensions do not need to be modified. However, if you want to apply compression to specific
extensions, you can do the following:
c. Edit the dynamicTypes and staticTypes sections to control which content gets compressed. IIS6 controls
by file extension, IIS7 controls by mimeType. The "*" character is a wildcard and can be used in any
combination. The easiest setup is to enable all with types */*.
Use these steps to set the session timeout values for the server. The timeout values are entered in minutes.
1. Using a text editor, such as Notepad, open the web.config file located in the root of the EWA web site.
2. Locate the <sessionState> line. For example, the line may look similar to the following: <sessionState
mode="InProc" stateConnectionString="tcpip=127.0.0.1:42424" sqlConnectionString="data
source=127.0.0.1;Trusted_Connection=yes" cookieless="false" timeout="20" />
3. Edit the timeout string portion that is in quotes. For example, change timeout = "20" to timeout = "60"
to increase the timeout value from 20 minutes to 60 minutes.
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1. Log on to EPICweb and go to the Customer Portal Page. Navigate to Documentation > Epicor 9.
Note You can use this link: https://epicweb.epicor.com/doc/Pages/Epicor9.aspx
4. Use the instructions in the Epicor Replication Server Install Guide to install and configure Epicor DB Replication.
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Use these steps to install Epicor SQL Server Reporting Service (SSRS). During the installation, the report portal and
Report Service Monitor Service are created. Epicor SQL Server Reporting Services (SSRS) is a reporting technology that
provides additional functionality not currently available with the current Crystal Reports client runtime. The installation
of SSRS is optional.
Use these steps to verify the requirements before you begin the installation of SSRS.
2. Verify that your SQL Server 2008 installation has Reporting Services enabled. Reporting Services must be
installed in Native mode. To do this:
a. Navigate to Start > All Programs > Microsoft SQL Server 2008 > Configurator Tools > Reporting
Services Configuration Manager.
c. In Current Report Server information, verify that Report Server Mode = Native.
a. Open the Epicor 9.05 application. Select System Management > Company Maintenance > Company.
b. Select the System sheet. In the Allowed Report Style field, select Crystal and SSRS or SSRS Only.
Save the record.
If you are running IIS 7, use these steps to enable IIS 6 Management Compatibility. The steps are different based
on your operating system.
3. Expand Internet Information Services > Web Management Tools > IIS 6 Management Compatibility.
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2. From Roles > Web Services (IIS), right-click and select Add Role Services. Note that this node is only
present when IIS is already installed.
Use these steps to install custom assembly DLL file. Installation includes copying the .dll file and editing the .config
file.
1. Go to the Assembly folder on the server where SSRS is installed. For example, go to C:\Program Files\Epicor
Software\Epicor905\SSRS\Epicor SSRS Assembly.
2. Copy the CLSEpicor.dll file to the location where your Microsoft SQL Server Reporting Server files are
installed. For example, copy the file to: C:\Program Files\Microsoft SQL Server\<Instance Name>\Reporting
Services\ReportServer\bin folder.
Note The name of your <Instance Name> folder depends on your installation location or other Epicor
tools that have already been installed.
5. Open the rssrvpolicy.config file with a text editor. In the config file, locate the following code:
<CodeGroup class="FirstMatchCodeGroup" version="1"
PermissionSetName="Nothing">
<IMembershipCondition class="AllMembershipCondition"
version="1"/>
6. Paste the following code right below the code you located in the previous step:
<CodeGroup
class="UnionCodeGroup"
version="1"
PermissionSetName="FullTrust"
Name="MyCodeGroup"
Description="Code group for my data processing extension">
<IMembershipCondition
class="UrlMembershipCondition"
version="1"
Url="C:\Program Files\Microsoft SQL Server\MSRS10.MSSQLSERVER\Reporting Ser
vices\ReportServer\bin\CLSEpicor.dll"/>
</CodeGroup>
Note You may need to change the URL based on the location where the ReportServer\bin folder
is located on your server.
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Use the following steps to download and install the latest Microsoft Report Viewer 2010 Redistributable Package
from the Microsoft Download Center website.
1. Go to the Microsoft Download Center to download the Microsoft Report Viewer 2010 Redistributable
Package. You can use this link: http://www.microsoft.com/downloads/en/confirmation.aspx?familyId=a941
c6b2-64dd-4d03-9ca7-4017a0d164fd&displayLang=en
2. Download the latest version of the Microsoft Report Viewer 2010 Redistributable Package to your server.
3. Use the instructions provided on the website to guide you through the installation process.
1. Go to the SSRS directory on the server where your Epicor application is installed. Example: C:\Program
Files\Epicor Software\Epicor905\SSRS.
2. Copy the EpiSSRS.msi file to the server where your Microsoft SQL Server 2008 is located.
3. Double-click the EpiSSRS.msi file on the server where your Microsoft SQL Server 2008 is located.
a. Site. Enter the web location site to install Epicor SQL Report Monitor. The default is Default Web Site.
b. Virtual Directory. Enter the virtual directory. For example, EpiSSRSPortal. The virtual directory is created
under inetpub/wwwroot, unless a specific path is specified.
c. Application Pool. From the drop-down list, select your application pool. Note that only integrated .NET
AppPool types are displayed. For IIS 7 and above, if the drop-down is empty, use your IIS Manager to
create an integrated . NET application pool.
6. On the Confirm Installation dialog, click Next. The files are installed.
7. The Configuration Utility opens to begin the SSRS configuration. On the Set up the Epicor SQL Report
Monitor Service User Account dialog, select Local System Account or This Account. If you select This
Account, you must define the user name, domain, and password. For example, create a user name such
as Administrator. Click Next.
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8. On the Configure the SQL Server Report Portal dialog, enter the following:
a. Epi SSRS site. Enter a site that is a valid URL. For example, http://localhost/EpiSSRSPortal.
b. Epi SSRS path. Enter a path that already exists and contains a web.config file. For example,
C:\inetpub\wwwroot\EpiSSRSPortal\.
c. Click Next.
9. On the Configure the SQL Report Server dialog, enter the following information:
a. SSRS ReportServer site. This site was created when you installed Microsoft SQL Server with Reporting
Services enabled (SSRS). For example, enter a URL such as: http://localhost/reportserver.
e. Show Report Parameters. Select this check box if you want the report parameters to display on the
report. Note that you can also modify this setting by editing the "IsShowRptParameters" parameter in
the web.config file, which is located in the root of the EWA web site.
f. Developer mode. Select this check box if you want to run SSRS in developer mode.
g. Click Next.
10. On the Enter the application server information dialog, enter the following:
a. Application Server. Enter the URL for the Epicor application. For example,
AppServerDC://Epicor9servername
c. User name. Enter a user name for logging into the Epicor application.
e. Click Next.
11. On the Enter the mail configuration information dialog, enter your company's SMTP values. If you do not
know your this information, use your Epicor application to open Company Configuration and review the
System values.
b. SMTP port. Enter your port number. The port value is >0 and < 65536.
d. Click Next.
12. To configure the Windows Service, you can accept the defaults, or enter your own values. The defaults
include:
a. Concurrent agents. Specifies the number of agents allowed to run simultaneously. Default is 5. Value
is > 0 and <=20.
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b. Polling interval. Specifies the number of seconds to wait between listening for activity. Default is 3.
Values are >0 and <1200 seconds, or 20 minutes.
c. Login interval. Specifies the number of seconds to wait before checking on the Appserver, if it is not
started. Default is 100. Values are >0 and <1200 seconds, or 20 minutes.
d. Purge interval. Specifies the number of days to wait before the system automatically deletes the data.
Default is 10. Values are >1 and <99 days.
e. Click Next.
a. Click on the printer button (paper and green plus sign) on the right.
c. Click OK.
d. Click Next.
14. On the Configure the Windows Service dialog, enter the following:
a. SSRS Script Location. Enter the server location where your script file, such as the RS Scripter Load All
Items.cmd, is located. For example, enter C:\Program Files\Epicor Software\Epicor905\SSRS\.
b. RS.EXE Location. Enter the location where the report service file (RS.EXE) is located. For example, enter
C:\Program Files\Microsoft SQL Server\100\Tools\Binn\RS.EXE
c. To deploy all the reports that are in the SSRS Script location, select the Deploy Epicor SSRS Reports
Now check box.
d. Click Finish.
15. If you selected the Deploy Epicor SSRS Reports Now check box, you are prompted with the message
stating that deploying the Epicor SSRS Report to Microsoft SQL Service Report Service may take a long
time.You are asked whether you want to run this process in a separate thread and not display the log file.
a. Yes. Click Yes to run the process now in a separate thread. After clicking Yes, the process exits and the
Epicor SSRS reports are deployed on a separate thread. To verify the report deployment, review the RS
Scripter Load Log file. This log file is located in the same location as the RS Scripter Load All Items.cmd
file, for example C:\Program Files\Epicor Software\Epicor905\SSRS.
b. No. Click No to wait until the deployment of the Epior SSRS reports is complete. After clicking No, the
process waits for the reports to complete and then the RS Scripter Load Log fle is displayed.
16. If prompted, click Close to exit the Epicor SQL Report Monitor installation.
17. To verify the installation was successful, start the Epicor SQL Report Monitor Service. To do this:
a. Navigate to Start > Control Panel > Administrative Tools > Services.
d. Navigate to Start > Control Panel > Administrative Tools > Event Viewer.
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18. To verify that your reports open correctly, open a report. To do this:
b. Click on the Reports folder. This folder was populated with all the reports located in SSRS\Reports folder.
After the installation, if you need to make additional changes to the Epicor SQL Report Monitor configuration
settings, you can use the Epi SSRS Service utility.
1. Verify that you have Administrator rights. If you run the utility with UAC turned on, you are prompted to
login as an Administrator to run the application
2. Go to Start > Programs > Epicor Software > Epicor SQL Report Monitor. Select the Configure Epi
SSRS Service.
3. Navigate to Start > Control Panel > Administrative Tools > Event Viewer. Select EpiSSRS and verify it
says Service is starting and Initial login to AppServer.
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Use these steps to install and configure your Epicor Enterprise Search.
Use these steps to verify the requirements before you begin the installation and configuration of Epicor Enterprise
Search.
1. Verify that you are using SQL Server 2008 or SQL Server 2008 Express with SQL Server 2008 Express R2.
Note If you plan to use Epicor Replication Server, you must use SQL Server 2008. Epicor Replication
Server does not support SQL Server 2008 Express or SQL Server 2008 Express R2.
2. Verify that the SQL Server 2008 installation has SQL and Windows Authentication enabled.
3. Verify that the server where Enterprise Search is installed also has SQL Server 2008 installed as the named
or primary instance. For example, if your server is named Candy, then SQL Server 2008 must be made
available as Candy, and not as a sub or separate installation. Note that the Epicor application SQL database
can be located on a remote server.
5. Verify that the account you used to log into the system is trusted by SQL Server.
Use the following steps to create back ups if you have a previous version of Epicor Enterprise Search installed,
and if you made modifications to existing templates or created your own templates.
Use these steps to uninstall Epicor Enterprise Search if you have a previous version installed.
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2. Go to the directory where your Epicor application is installed. For example, go to \Epicor Software\Epicor905.
5. On the Epicor Utilities Setup dialog, click the Install Enterprise Search button to start the installation.
7. On the Confirm Installation dialog, click Next. The files are installed.
This section is optional if you are using SQL Server for your Epicor 9.05 transactional database. When Epicor 9.05
is using Progress for its transactional database, you must replicate the data to a SQL Server database for use by
Enterprise Search. The replicated database must be configured as a Fully Functional (Read Only) Subscribing
database, which means that the database includes the necessary schema and code needed to store data for a
fully working Epicor 9.05 application.
Note Refer to Replication Server documentation in the Replication Server snap-in for Admin Console and
in the Epicor 9.05 application for full details on how to assign replication profiles, configure replication
subscribers, and enable data replication.
Use the following steps as a basis to create a subscriber database that Enterprise Search can use for indexing and
searching.
1. In your Epicor 9.05 application, go to System Management > Replication > Replication System
Maintenance.
2. Assign the existing replication profile for Enterprise Search to the companies that are going to be indexed
for searching. Data from the tables defined in the profile are replicated to the subscriber database for each
of the companies that were assigned the profile.
Note The Enterprise Search profile only includes the tables needed to support indexing and searching
for Enterprise Search. It is not a profile that replicates all the necessary data that is needed to run a
fully working Epicor 9.05 application. This means that the Epicor 9.05 application, including Epicor
Web Access, must be running using the Epicor 9.05 transactional database and not using the replicated
database. If you need to run the Epicor 9.05 application against the replicated database, you must
either create or use an existing replication profile that includes all of the tables in the transactional
database.
3. Create a new Epicor 9.05 database for use as the subscriber database. To do this, use the default SQL script
located in the directory where your Epicor 9.05 application server is installed. For example, use \Epicor
Software\Epicor905\server\sql\Epicor905.sql.
4. Use the Replication Management Console to add this newly created database as a Functional subscriber.
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Use these steps to setup and configure Epicor Enterprise Search. To complete most of these steps, you use
Enterprise Search Management from the Epicor Administration Console.
1. Login to the Epicor Administration Console as a user who can authenticate to the Enterprise Search Server.
2. Open the Epicor Administration Console. To do this, navigate to Start > Programs > Epicor Software
> Epicor Administrative Tools > Epicor Administration Console.
3. If you did not previously have Enterprise Search installed or installed to a new search server, from the Help
menu, select Help Topics and follow the instructions in the Initial Configuration > Start Here topic. You
are done with this procedure. However, if you previously installed Enterprise Search on the same server,
start instead with the remaining steps:
4. If the search server is not registered, right-click Enterprise Search Management and select Register
Search Server. Use the configuration wizard to enter the following:
b. For the Server Registration, enter the Name of the server where the Enterprise Search Server components
are installed. Click Ping Server to validate the server name. For the Port enter the port number of the
Enterprise Search Server service. Keep the default of 9098 unless the server has been manually configured
to a different port. Click Validate Service to Continue to validate the port. If both validations are
successful, you can click Next.
c. Review the Search Database details, including the search Server Name and the Database used to build
the search index. Click Finish.
5. Right-click the computer name of the registered search server and select Delete Database. Right-click the
computer name of the registered search server and select Create Database.
Note You only need to create one database per Enterprise Search server. One database stores all
search data. Using the above step, a database named SearchIndexversion is created on the default
SQL Server instance on the server where the Enterprise Search server components are installed. If you
want to choose the SQL Server instance used for the search database and/or choose its name, see the
"Set SQL Server for Search Indexing" topic in the online help.
6. Right-click the computer name of the registered search server and select Delete Web Application (if the
web application exists). Right-click the computer name of the registered search server and select Create
Web Application.
7. In the online help, go to the Initial Configuration > Start Here topic.
b. Begin with step 4 to create a new search index from a previous version search template. Your old
template definitions should be available if you installed the search server components to the same location
as you previously installed search server components. Old template definitions cannot necessarily be
expected to work without some adjustments.
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Use this information if you need to uninstall the Epicor Enterprise Search application.
• The uninstaller may warn that the Epicor Search Indexer service is running. If you receive this warning, select
the second option (continue anyway). A reboot is not required.
• The uninstaller will not delete files for indexed systems or other information not initially installed with the
system. These files are kept in the [Program Data]\EpicorSearch folder if you want to remove them manually.
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If you are running IIS 7, use these steps to enable IIS 6 Management Compatibility. The steps are different based
on your operating system.
3. Expand Internet Information Services > Web Management Tools > IIS 6 Management Compatibility.
2. From Roles > Web Services (IIS), right-click and select Add Role Services. Note that this node is only
present when IIS is already installed.
1. In order to use Epicor Mobile Access, a license must be imported. Verify that the Epicor Mobile Access license
was imported using the Epicor Admin Console using the previous Import License Codes section in this
guide.
2. Go to the directory where your Epicor application is installed. For example, go to \Epicor Software\Epicor905.
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5. On the Epicor Utilities Setup dialog, click Install Epicor Mobile Access to open the Epicor Mobile Access
Installer.
6. On the Welcome to the Epicor Mobile Access Setup wizard, click Next.
7. On the Application Server Connection dialog, enter the name of the Application Server. For example, enter
the server name that is hosting the Epicor application.
8. Enter the Port number for the Epicor application connection. This port must allow communication between
the Epicor Mobile Access server and the Epicor application server. Click Next.
9. On the Select Installation Address dialog, use the drop-down menu to select a Site. This is the site configured
in IIS. The default is Default Web Site.
Note If you need to create a site in IIS, refer to your Microsoft documentation.
10. Enter the Virtual Directory name for the Epicor Mobile Access application. The default is EpicorMobileAccess.
The name can be changed to any name allowed in IIS. If the default is accepted, a virtual directory is created
in IIS with a physical path and folder located under the \inetpub\wwwroot folder.
11. Use the drop-down menu to select an Application Pool that is configured in IIS. Click Next.
Note If you need to create an application pool in IIS, refer to your Microsoft documentation.
12. On the Confirmation dialog, click Next to begin the installation. Epicor Mobile Access is installed.
Use these steps to configure Epicor Mobile Access using your Epicor application. See the Epicor application help
for more detailed steps, if necessary.
2. Navigate to System Management > Company Maintenance and open the User program.
3. Select a User Id that requires ability to use Epicor Mobile Access on supported mobile devices. Click the
Security tab.
6. If you want to make an Epicor application dashboard available for a mobile device, review the Create Mobile
Device Dashboards in the Epicor application help.
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1. If you have a previous version of Epicor Information Worker installed, you must uninstall several components prior
to installing the new version. To do this:
c. Select Epicor Information Worker Server for Epicor and click Remove.
2. Navigate to the location where your Epicor application is installed. For example, Epicor/Epicor905. Go to the /Info
Worker folder.
Note If you need to install Epicor Information Worker on a server other than where your Epicor application
is installed, copy the /Info Worker folder to that server.
4. Use the instructions in the Epicor Information Worker Installation Guide to install Epicor Information Worker.
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1. Log on to the server where you intend to install Epicor Sharepoint Publisher.
2. Go to the directory where your Epicor application is installed. For example, go to \Epicor Software\Epicor905.
5. On the Epicor Utilities Setup dialog, click the Sharepoint Publisher 32 Bit or Sharepoint Publisher 64 Bit
button to start the installation.
7. Specify the folder for the installation of Epicor Sharepoint Publisher. Select Everyone as the user of the computer.
Click Next.
8. On the Confirm Installation dialog, click Next. The files are installed.
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After your Epicor application is installed, your help system is ready to access from within the application by pressing
F1 or selecting Contents from the Help menu. The field-specific help is also available by selecting Field Help from the
Help menu.
The following steps are optional, 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. For example:
• Host Help System in a Web Site. If your Epicor application is used over a wide area network (WAN), by default
the help system (a large collection of non-compiled html files) is installed to be accessed from the file system.
Alternately, you can host the help on a web site to improve the speed of accessing the help.
• Implement Server-side Searching. By default, the help system searching capability relies on index files that are
downloaded to each client workstation. Alternately, you can implement server-side searching which uses Windows
Search and provides a more robust and faster search. In addition to having natural language searches, users can
do advanced searches using Boolean operators, and/or choose to search only among help topic titles. See the
application help for more information on advanced help system searches.
It is recommended that you complete both of these optional configurations. Note that you can host the help in a web
site without implementing the server-side help, but you cannot implement the server-side help without hosting the
help in a web site.
Use the following steps to configure your help system to run in a web site.
1. Navigate to the root where your Epicor application is installed. Copy the Help folder to your web server.
2. For Windows operating systems, select Start > Run. Enter inetmgr to start Internet Information Services
(IIS).
3. Open the IIS online help and follow the instructions for creating a virtual directory. Be sure you create a
virtual directory pointing to the physical location of the Help folder you copied in the previous step.
Note For Windows 2008, you must make the virtual directory an application and have it use an
application pool that uses the Managed pipeline mode of type Classic.
4. After you created the virtual directory, test the help by using your Internet browser to open the snm_enu.htm
file which is located in the Help/enu/Standard directory. For example, browse to
http://<servername>/Help/enu/Standard/snm_enu.htm.
Note Do not set the snm_enu.htm file as a default document.
5. Edit each client .mfgsys configuration file to use the help URL you just created. To do this:
c. Edit the <helpServer uri=" " /> line to add the new help URL between the empty quotes. For example,
if you created a virtual directory with an alias of Help on a server named MyServer, the edited line would
look similar to <helpServer uri="http://MyServer/Help/" />
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Use these steps to implement the server-side search using a Windows Server 2008 environment.
1. Verify that you completed the Host Help System in a Web Site instructions in the previous procedure.
2. Verify that ASP.NET is enabled on the web server. See your Internet Information Services (IIS) documentation
for information on how to make the verification.
3. Select Start > Programs > Administrative Tools > Server Manager.
4. Under Roles Summary, click the File Services. Add the File Services role if it does not already exist.
5. Under Role Services, check for Windows Search having a status of installed. If it is not, click Add Role
Services, select Windows Search Service and click Install.
Note If you had Windows 2003 Indexing Service installed (under Windows 2003 File Services), clear
its check box to uninstall it since you cannot run both Indexing Service and Windows Search at the
same time.
6. Select Start > Settings > Control Panel > Indexing Options. Note the locations being indexed. Click
Modify. Clear check boxes next to any folder that you do not want to index. Make sure that the Standard
folder under the Help\enu folder (for example, C:\www\Help\enu\Standard) is selected for indexing. In later
steps the help search will be configured to search only the help folder. However, 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.
Click OK and Close.
7. Open Windows Explorer. Navigate to the Standard folder under Help\enu where you installed the help.
8. Use a text editor such as Notepad to edit the Web.config file in the Standard folder. Find this line: <add
name="EpicorHelpSearch" connectionString="C:\Program Files\Epicor
Software\Epicor905\Help\enu\Standard" />. Change the connection string portion that is in quotes to
the path where your Help\enu\Standard folder is located. Save and close the file.
Note Using search in Epicor help only returns results from .html files in the folder (and its subfolders)
you configured in the above step.
9. Select Start > Run and enter inetmgr to start Internet Information Services (IIS). Go to the virtual directory
you created for the help system. Expand the nodes down to enu/Standard.
10. Right-click Standard and select Convert to Application. Click OK. Close the IIS console.
11. Open Windows Explorer. Go to the help system folder. Expand the node down to
enu/Standard/frameset.bak/indexserver.
12. Copy the snm_enu.htm file and paste it in the root of the Standard folder. When prompted, select Copy
and Replace to copy the file.
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If you use Epicor's Software Developer's Kit (SDK) to modify or extend the application forms, you may need to upgrade
the Infragistics NetAdvantage version that is used by your Epicor application. See the SDK documentation for specific
version information.
1. Review the SDK documentation that came with Epicor 9.05. The document includes recommended steps for a
successful migration.
2. Follow the Infragistics Upgrade instructions and, as a minimum, choose to install the Infragistics .Net 2.0
components.
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Use this appendix to install SonicMQ 7.6 on a mobile device. You must install SonicMQ if you use the Multi-Site module,
Customer Connect, Supplier Connect, EuroFinancials, or Mobile Connect so that information can transfer between
companies. The installation of SonicMQ is also required for users of financial consolidations.
Sonic Software has the ability to function with username/password security. In an effort to increase the security
of the software, customers are able to turn security on if they want.
2. Be aware that the installation instructions differ based on whether you enable security:
• Use the following Install SonicMQ with Security Enabled instructions if you have decided to install SonicMQ
with the security functionality.
or
• Skip to the following Install Sonic MQ without Security instructions if you have decided NOT to install
Sonic MQ with the security functionality.
Use the following instructions to install SonicMQ as an advanced installation, which includes enabling the security
functionality.
Note If you do not want to install SonicMQ with security enabled, skip to the next section.
2. Run the SETUP.EXE file in the root directory of the SonicMQ DVD.
3. Enter the directory where the Progress Client Software is installed. Click Next.
5. Click Next.
Files are copied from the SonicMQ install into your Progress directory. The Progress Sonic MQ Adapter
accesses these files to communicate with SonicMQ.
7. Read the registration and license information. Click Next. Read the license agreement, accept the terms.
Click Next.
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10. Enter the directory where you would like SonicMQ to be installed.
11. If the directory does not exist, you will be prompted to create a new directory. Click Yes.
13. By default, all features are installed. The first five are mandatory for Mobile Connect. Enter the program
group folder you want to use. Click Next.
15. Keep the defaults for the Management Connection information. If you would like to change the defaults,
please contact Support before doing so. Click Next.
16. Keep the defaults for the Broker Options information, with the exception of checking the Enable Security
checkbox. If you would like to change the other defaults, please contact Support before doing so. Click
Next.
Use the following instructions to install SonicMQ as a typical installation, which does not include enabling the
security functionality. If you want to install SonicMQ with security enabled, use the previous section instead.
2. Click Next.
5. Click Next.
6. SonicMQ is installed silently on your server. A command window may appear. Keep the window open until
the install is complete.
7. Run the postinstall process. To do this, double-click 76postinstall.exe on the CD-ROM, or choose Start >
Run and enter the command: D:\76postinstall.exe
9. The SonicMQ Install Location window appears. Enter the location where SonicMQ has now been installed.
The default is C:\epicor\SonicMQ76.
10. Click Next. Do not check the box that this is an upgrade.
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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
3. Go to the Third Party Products / Progress Sonic directory. Based on your environment, download the
latest Sonic service pack file onto your machine, if any are available.
1. Double-click the Sonic service pack file. The installation program opens.
3. On the installation directory dialog, browse for a location or click Next to accept the default directory.
4. Click Next to confirm the information. The download of the install files begins. This may take several minutes.
5. Click Finish. The Service Pack files are now downloaded and the installation is ready to begin.
8. To install Sonic on the primary Directory Service, select the Primary Directory Service check box. Click
Next.
9. Enter or browse for the Directory Name for the Directory Service. Click Next.
10. Enter the name of the broker and the location of the database. Click Next.
11. Review the summary information. Click Install. The Sonic update is installed.
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If you use a test environment, it is recommended that you make a copy of your live data and put it in a completely
isolated environment on a test server.
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. The separate environment minimizes the risk of human error when moving databases around for testing
and training purposes.
To set up a test environment, 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.
• Sonic Installation. The test server must have its own installation of Sonic.
• Progress Database. If the base database is Progress, the entire database and Epicor application must be on
the test server.
• SQL Database. If the base database is SQL, then the Epicor application is on the test server and the database
is located on the SQL server where the Epicor databases currently reside. This will save on SQL license cost.
Note Be sure to place your training database and your live database on separate servers. If you do not
and you run test multi-company processes, the shared records populate both the training and the live
databases.
Use the following troubleshooting tips to help resolve issues you may encounter.
Error: Application Service adapter.progress.jms not found at NameServer at Host 127.0.0.1 Port 5162. (8245)
Error connecting to the JMS AppServer Service.
Problem: The SonicMQ Adapter is not started.
Resolution: The SonicMQ Adapter "sonicMQ1" is created by default for you when you install the AppServer
license. If you go to the properties, it needs to contain a unique port number and be set to Auto start (which
means it starts when the Admin Service starts), otherwise it must be started manually from the Progress Explorer
Tool or OpenEdge Explorer Tool. If the SonicMQ Adapter is started properly, when you check the Status, status
information appears in the sonicMQ1 Status dialog box.
Error: javax.jms.JMSSecurityException: Inauthentic Client. Error connecting to the JMS AppServer service
Problem: The SonicMQ "Administrator" Password is not correct, or the Device Username/Password is not correct.
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Use this appendix to set up your Epicor 9.05 application to support multi-company functionality. You can also review
the Multi-Site Technical Reference Guide for this information. This guide is located within the application help under
the Multi-Site Management > Working With > Multi-Site Technical Reference Guide topic.
Note You must install the SonicMQ application before you can run Consolidation processing. This application
is required in order to pass data between multiple companies and databases.
Verify you have the Multi-Site Management license module codes for both companies participating in
Multi-Company communication. If the companies reside on different databases, a separate serial number is
required.
Use the following steps to verify the SonicMQ Broker status. The SonicMQ Broker is a batch file that enables a
TCP port to listen for messages being passed between two Epicor companies. The SonicMQ Broker must be
running in order for two companies to communicate in a Multi-Company environment.
The executable files used to start the SonicMQ Broker can be configured to start as a Windows service. Contact
Support for the batch file required to set up the Windows service.
Note If needed, you can run SonicMQ 6.1 (with Vantage 8.03x) and SonicMQ 7.6 (with Epicor 9.05) on
the same machine. To do so, contact Support for specific installation and configuration instructions.
1. Select Start > Programs > Sonic Software > SonicMQ 7.6 > Start [Machine Name].
2. Verify that the SonicMQ Broker is running. A successful startup of the SonicMQ Broker looks like the following:
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1. Verify the status of External System Maintenance. To do this, select System Management > External
System Integration > Setup > External System Maintenance.
2. Search by clicking the External System button, and selecting the Multi record.
3. On the detail sheet, enter the information necessary for the Epicor application to know how to communicate
with Sonic. The fields include:
a. Sonic LAN Hostname & Sonic WAN Hostname. Enter the Hostname or IP Address of the machine
where the Sonic Container is running. If the value is left blank, the default localhost is used.
b. Sonic Security Enabled & Sonic Administrator Password. Use these fields if Sonic password security
was enabled during installation. Select the Sonic Security Enabled checkbox and enter a Sonic
Administrator Password. Note that the values in Sonic are case-sensitive. If the value is left blank, the
default "Administrator" is used.
c. Sonic Session Port. Enter a value that corresponds to the port number of the Progress NameServer.
This is used to find the SonicMQ Adapter, which is the software that Progress uses to communicate with
Sonic. If the value is left blank, the default 5162 is used. If more than one version of Progress/OpenEdge
is installed on the server, one of the two installations must use a different port number.
d. Sonic Broker Port. Enter the value that corresponds to the port number of the SonicMQ Container. If
the value is left blank, the default 2506 is used.
e. Sonic Listener Pause (sec). Enter the amount of time required for Progress to wait before it assumes
Sonic has finished sending all incoming messages. If the value is left blank, the default 10 is used.
f. Sonic Communication Protocol. Enter the following values: TCP - Transmission Control Protocol - this
is the default value; SSL - Secure Socket Layer; HTTP - Hypertext Transfer Protocol; HTTPS - Secure
Hypertext Transfer Protocol
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1. Configure an External Company record for each company that will communicate with the current company.
For example, if you have three companies in your multi-company setup, each company will have two external
company records set up. In a two company multi-company setup, each company will have one external
company record.
2. Open External Company Maintenance. To do this, select System Management > External System
Integration > Setup > External Company Maintenance.
5. If the record does not exist, enter in the external company ID with which you will be exchanging information.
This is not the current company you are logged into. You cannot enter the current company ID as an external
company.
6. Enter the applicable information into the external company record. The External Company record would
look similar to the following:
7. Optionally, click on the available tabs and enter the following information:
• Connection. If you are connecting to a multi-company dashboard, enter connection options for the
servers so that you are allowed to view information between companies.
• External Plant. If you using consolidated purchasing, enter the external plant detail information.
• External Warehouse. If you are using consolidated purchasing, enter the external warehouse detail
information.
• Multi-Company. If you are using consolidated purchasing, multi-site GL journals, or AP allocations,
enter the necessary information.
8. If you use multi-site GL journals, or AP allocations, you need to initialize your GL accounts. To do this, from
the Actions menu, select Initialize > Send Multi-Company G/L Accounts.
11. Select the other company that will be used in this Multi-Company configuration.
12. Go back into External Company Maintenance and set up an external company record for this company
pointing to the original company.
As a result, each of the two companies in this example have an external company record pointing to each
other company in this Multi-Company setup.
1. Determine if a startup schedule has been created. To do this, select System Management > Utilities >
System Agent.
3. Perform a search, and open the only record returned. Expand the tree on the left until you see a list of
schedules. This may be blank.
The screen should look similar to the following if you have a startup schedule already created. Notice the
schedule type of StartUp.
4. If you do not have a startup schedule created, create one by selecting File > New > New Schedule.
5. Enter the Startup Task Schedule description and select StartUp as the Schedule Type.
6. Save the record. You now have a startup task schedule to which you can assign tasks, such as the
Multi-Company Server process.
Use the following steps to put the Multi-Company process on a Startup schedule:
1. Select System Management > Utilities > Multi-Company Server Process. The screen should look similar
to the following:
2. Select Startup Task Schedule (the schedule that already existed, or the one just created) from the Schedule
drop-down selection list.
Now the process is submitted to run. If you look at your system monitor, the Scheduled Tasks tab would look
similar to the following:
The Multi-Company process is attached to a startup schedule so it will not run until the server starts. Use the
following steps to mimic this server action, which will start and stop the process server and task agent in the
Progress Explorer Tool or OpenEdge Explorer Tool for this database.
1. Open the Progress Explorer Tool or OpenEdge Explorer Tool. Connect to the server, and go to AppServers.
For example, if a database was named custdb15, then the process server could be custdb15ProcessServer,
and the task agent could be custdb15TaskAgent.
2. Right-click on each entry and choose Stop, or press the Stop button at the top when the Appserver is
selected. Your screen would look similar to the following:
3. The task agent may take a minute to fully stop. To check to see if it stopped, right-click on it and select
Status. If you see the status screen, the process is still stopping. Once this screen goes away, the process
has stopped.
4. Restart the processes after they have stopped. To do this, right-click on each one and click Start, or highlight
the Appserver and press the Start button at the top.
5. After you have restarted both processes, check the task agent status to verify it is running. Broker Status
= Active, Active Server = 1 and Busy Server = 1.
6. Return to the System Monitor. The Multi-Company Process instance that was scheduled appears in the
Active Tasks tab. It will also still be in the Scheduled Tasks tab. When Multi-company functionality is
running, your System Monitor should look similar to the following:
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:
d. Inability to reach SonicMQ Container using the hostname and/or port numbers provided
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.
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).
4. 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.
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.
2. Click on the Manage tab. Expand the tree on the left to the broker level.
3. 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.
This same methodology for viewing contents in a sonic container apply for any Sonic application.
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 similar 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.
3. Find out why the records were invalid. Correct the issues.
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:
For example, if the Terms Code NET30 exists in company VN10T, but the same code is N30 in company
VN20C, the inbound customer will fail validation. A translation should be set up in company VN20C on the
external company record for VN10T with Source Value NET30 and Target Value N30.
If company VN10T sends Customer records where the Terms Code is blank, and your system needs inbound
Customer records to have the Terms Code default to N30, create a record indicating the default value.
When a Validation Error occurs, manual intervention is required. Most of the functions within Multi-Company
have a specially designed screen for handling these errors. Functions include Link Customer, Link Part, Link
Vendor, Incoming Intercompany PO Suggestions, and Add Intercompany Receipt.
1. If you are unable to fix a validation error using one of these screens, use the Integrated Table Workbench
to access the record. Your workbench could look similar to the following:
1. Global Table. Using Global Part, Global Customer, and Global Supplier functionality, a child company has
the ability to control which fields they want to be maintained by the Global Parent company. This can be
controlled for all external companies or can be maintained separately for each external company
3. Global Customer. From the Actions menu within Customer Maintenance, select the Link Customer
option.
4. Global Supplier. From the Actions menu within Supplier Maintenance, select the Link Supplier option.
5. Inter-Company Trading. Use the Incoming Intercompany PO Suggestions options from the Main Menu
or the Incoming Linked PO Suggestions in Customer Maintenance.
6. Global BAQ. Global BAQs are visible within Business Activity Query.
7. Consolidated Purchasing. Consolidated Purchase Orders are handled using the normal functionality in
Purchase Order Entry, Receipt Entry, and AP Invoice Entry.
Use this appendix as a reference when modifying the configuration file settings in the default.mfgsys file. The mfgsys
file defines the main settings for server installation and each client installation. If the .exe file can see the default.mfgsys
file, the application is ready to run.
The configuration file is an XML file that contains syntax understood by the application. System Administrators use it
to control various installations.
Note You can also create a different configuration file and then have each workstation launch with this alternate
file. You can then keep the original file while you experiment with different configurations. Create the alternate
configuration, and then define the /CONFIG run time argument on each workstation.
Use these instructions if you need to uninstall the Epicor Application, if needed.
1. Use the Progress Explorer Tool or OpenEdge Explorer Tool to stop the following functions in order:
• Stop the Appservers.
• Stop the databases.
a. Insert your Epicor 9.05 DVD in the workstation's DVD-ROM drive (D:\). The autorun feature should launch the
Epicor 9.05 Installation program. If not, choose Start > Run and enter the command: D:\ setup.exe.
c. The Check Customer Center on the Web option appears. Click Next.
d. The Select the Software to Install window appears. Select the Install Epicor 9.05 Server option. Click Next.
f. The installation goes into Repair Mode. Choose Uninstall. Click Next.
4. The uninstall process does not delete files that were added or updated since the initial installation. To complete
the uninstall process, go to the location where you initially installed the Epicor application. For example, go to
C:\Program Files\Epicor Software\Epicor905. Manually delete any existing files and folders.