Epicor10_NewInstallGuide_100700

Epicor ERP 10 Installation GuideNew Installation of Epicor 10.0.700.x

Disclaimer

This document is for informational purposes only and is subject to change without notice. This document and itscontents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of itsdate of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties withregard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for aparticular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software islikely to be unique in their requirements in the use of such software and their business processes, users of this documentare always advised to discuss the content of this document with their Epicor account manager. All information containedherein is subject to change without notice and changes to this document since printing and other important informationabout the software product are made or published in release notes, and you are urged to obtain the current releasenotes for the software product. We welcome user comments and reserve the right to revise this publication and/ormake 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 ofany consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usageof the solution(s) described in this document with other Epicor software or third party products may require the purchaseof licenses for such other products. Where any software is expressed to be compliant with local laws or requirementsin this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such lawsand requirements. All laws and requirements are subject to varying interpretations as well as to change and accordinglyEpicor cannot guarantee that the software will be compliant and up to date with such changes. All statements ofplatform and product compatibility in this document shall be considered individually in relation to the products referredto in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and alsostated to be compatible with another product, it should not be interpreted that such Epicor software is compatiblewith both of the products running at the same time on the same platform or environment. Additionally platform orproduct compatibility may require the application of Epicor or third-party updates, patches and/or service packs andEpicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packsreleased by third parties after the date of publication of this document. Epicor is a registered trademark and/ortrademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All othertrademarks mentioned are the property of their respective owners. Copyright Epicor Software Corporation 2014.All rights reserved. No part of this publication may be reproduced in any form without the prior written consent ofEpicor Software Corporation.

New Installation of Epicor 10.0.700.x

Revision: September 29, 2014 12:09 p.m.

Total pages: 73

install_New.ditaval

Contents

Part I: Getting Started......................................................................................7

Chapter 1: Verify Prerequisites...................................................................81.1 Verify Access to EPICweb....................................................................................................................8

1.2 Review Release Documents.................................................................................................................8

1.3 Verify Microsoft Tools Installation.....................................................................................................10

1.4 Verify Windows Operating System Requirements..............................................................................11

1.5 Verify SQL Server Install and Features................................................................................................12

1.6 Verify SQL Server Reporting Services (SSRS) Prerequisites...................................................................14

1.7 Verify Temporary Files Do Not Exist...................................................................................................15

1.8 Verify CSF Requirements (Optional)...................................................................................................16

Chapter 2: Perform Pre-Installation Steps...............................................172.1 Configure Server Roles......................................................................................................................17

2.1.1 Using Windows Server 2012...................................................................................................17

2.1.2 Using Windows Server 2008 R2..............................................................................................20

Part II: Installation and Configuration..........................................................22

Chapter 3: Install the Epicor ERP 10 Application.....................................223.1 Prepare SQL Server Login Account....................................................................................................22

3.2 Install Epicor ERP 10 Server...............................................................................................................23

3.3 Install Epicor ERP 10 Update (10.0.x00.x)..........................................................................................25

Chapter 4: Configure Epicor Database Server.........................................264.1 Add Epicor Database Server..............................................................................................................26

Chapter 5: Configure Epicor Database.....................................................285.1 Add Epicor Database........................................................................................................................28

5.2 Configure Epicor ERP SQL Server Login Account................................................................................32

Chapter 6: Configure Epicor Server and Application Server..................336.1 Determine Authentication Option (Endpoint Binding)........................................................................33

6.1.1 Generate Self-Signed SSL Security Certificate (If Using UserNameSSLChannel).........................33

6.2 Add Epicor Server.............................................................................................................................34

3New Installation of Epicor 10.0.700.x

ContentsEpicor ERP 10 Installation Guide

6.3 Add Epicor Application Server...........................................................................................................35

Chapter 7: Prepare Your Database...........................................................447.1 Import License File and Enable Modules............................................................................................44

7.2 Add Company..................................................................................................................................45

7.3 Assign License File to Existing Company............................................................................................46

7.4 Enable Country Specific Functionality (Optional)................................................................................46

Part III: Post-Installation.................................................................................48

Chapter 8: Log In the First Time...............................................................488.1 Set Up System Agent........................................................................................................................48

8.1.1 Set Up System Agent To Run Task Agent................................................................................48

8.1.2 Reset System Agent Properties................................................................................................48

8.2 Install and Configure Task Agent......................................................................................................50

8.3 Test System and Repeat Installation..................................................................................................54

8.4 Verify SQL Search Services for Full-Text Search..................................................................................54

Chapter 9: Install Epicor ERP Online Help System...................................559.1 Download Epicor ERP Help Installer...................................................................................................55

9.2 Verify Help System Prerequisites........................................................................................................55

9.3 Install Epicor ERP Online Help............................................................................................................56

Chapter 10: Install Epicor ERP 10 Client on a Workstation.....................5710.1 Install Microsoft .NET Framework 4.5 (Client)..................................................................................57

10.2 Share the ERP10 Folder...................................................................................................................57

10.2.1 Using Windows Server 2012.................................................................................................57

10.2.2 Using Windows Server 2008 R2............................................................................................58

10.3 Install Epicor ERP 10 Client Software...............................................................................................58

Part IV: Troubleshooting................................................................................61

Chapter 11: Manual Installation and Conversion Issues........................6111.1 Manually Install Epicor Administration Console...............................................................................61

11.2 Manually Import Posting (Booking) Rules........................................................................................62

11.3 Uplift ODBC Epicor 9.05 Crystal Reports to Epicor ERP 10...............................................................63

11.4 Change or Uninstall Epicor ERP 10 Application................................................................................64

11.4.1 Add or Remove Program Features.........................................................................................64

11.4.2 Uninstall Epicor ERP 10 Application.......................................................................................64

11.4.3 Uninstall Epicor ERP 10 Client...............................................................................................65

New Installation of Epicor 10.0.700.x4

Epicor ERP 10 Installation GuideContents

Chapter 12: Resolving Errors....................................................................6612.1 Review Error Message Resolutions..................................................................................................66

12.2 Create Electronic Interface for Intrastat Reporting...........................................................................67

12.3 Verify Specific Folders are Not Read-Only........................................................................................67

12.4 Transaction Failed Due to Processing Time Out................................................................................67

12.5 MRP Processing and Job Scheduling Fail Due to WCF Operation Timeout........................................69

12.6 Known Issue with Turkish Format Culture Display...........................................................................70

Part V: Supplemental Installations................................................................72


ContentsEpicor ERP 10 Installation Guide


Epicor ERP 10 Installation GuideContents

Part I: Getting StartedWelcome to the Epicor ERP 10 Installation Guide. This part of the guide explains how to verify the prerequisitesand perform pre-installation steps prior to installing Epicor ERP 10.

Use the following flow to review the process a new customer follows to install Epicor ERP 10 as the first EpicorERP application installation.


Getting StartedEpicor ERP 10 Installation Guide

Chapter 1: Verify Prerequisites

This part of the guide explains how to verify the prerequisites prior to installing or upgrading your Epicor 10 application.

1.1 Verify Access to EPICweb

Use the following instructions to verify you have appropriate permissions to access the EPICweb site.

1. Verify you have Internet access at your workstation.

2. Verify you have a valid User ID and Password for Epicor's Customer Portal (EPICweb). To create an accountgo to: http://support.epicor.com

1.2 Review Release Documents

Use these steps to download and review the release documents that are available with this Epicor ERP 10 version.Each document has been updated specifically for this release.

1. Log on to EPICweb and go to the customer portal website. Navigate to Products > Epicor ERP version 10> Downloads > Epicor ERP > Version 10.0.

You can use this link: https://epicweb.epicor.com/products/epicor-erp/downloads.


Epicor ERP 10 Installation GuideGetting Started

2. In the Available Downloads list, locate and download the following four (4) release documents. Note thatthe installation guide is available in three versions and you only need to download one version.

DescriptionRelease Documentation

Includes detailed list of changes (fixes and enhancements) sorted byfunctional area. Also includes any late-breaking installation updates.

Epicor ERP 10 Release Notes

Includes overview topics and conceptual information regarding theEpicor ERP 10 architecture and framework technology strategies.

Epicor ERP 10 Architecture Guide

Note It is highly recommended that you read this guide andunderstand the Epicor ERP 10 architecture prior to installing.

The Epicor ERP 10 Installation Guide is available in three versions basedon your type of installation:

Epicor ERP 10 Installation Guide

New Installation. New customers should use this guide to installa new Epicor ERP application for the first time.

Guide includes instructions to install a new Epicor ERP 10application, configure the servers, and then add a new database.

Migration from SQL. Existing SQL customers should use thisguide to upgrade from an existing Epicor 9.05.702A - SQLapplication to Epicor ERP 10.

Guide includes instructions to backup your existing Epicor 9.05application, install the Epicor ERP 10 application, configure theservers, and then migrate your existing SQL database into an EpicorERP 10 database.

Migration from Progress. Existing Progress customers shoulduse this guide to upgrade from an existing Epicor 9.05.702A -Progress application to Epicor ERP 10.

Guide includes instructions to backup your existing Epicor 9.05application, install the Epicor ERP 10 application, configure theservers, and then migrate your existing Progress database into anEpicor ERP 10 database.

Includes instructions for the products that can be optionally installedafter the Epicor ERP 10 application has been installed on your system.

Epicor ERP 10 SupplementalInstallation Guide

Supplemental installs include Enterprise Search, Education Module,Information Worker, Mobile Access, Sharepoint Publisher, SocialEnterprise, Web Access, Language Translations, and Service Bus. Thisguide is available in one version for all installation types.

3. If you are on Vantage 8.03x, you must also download the Epicor Data Upgrade Utility (DUU) Guidewhich is located on the EPICweb customer portal site under Epicor ERP version 9 > Documentation > Release9.05.700. This guide includes instructions for upgrading from Vantage 8.03x to Epicor 9.05.702x. Afterupgrading to Epicor 9.05.702x you would then use the Epicor ERP 10 Installation Guide (Migration version)to upgrade your Epicor 9.05 application to Epicor ERP 10 and migrate your existing database into an EpicorERP 10 database.

4. If you previously downloaded any of the above release documents prior to following the steps in this section,you must verify that you are using the latest version of the document. To do this:



a. On your release document (Release Notes, Architecture Guide, Installation Guide, or Supplemental Guide)locate the Disclaimer page, which is before the Table of Contents.

b. Verify that the Revision date on that page is the same as the Revision date on the file that is currentlyavailable from the EPICweb customer portal site.

c. If the Revision date is not the same, follow the above steps to download the release document fromEPICweb customer portal site.

1.3 Verify Microsoft Tools Installation

Use the following steps to verify that your environment has installations of the Microsoft tools and componentsthat are required to run the Epicor ERP 10 application.

1. Install Microsoft .NET Framework 4.5 from the Microsoft Download Center website onto your server.

a. Go to the Microsoft Download Center. You can use this link: http://www.microsoft.com/en-us/download/details.aspx?id=30653

b. Download the latest version of Microsoft .NET Framework 4.5 to your server.

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

2. You must have Microsoft Internet Information Services (IIS) 7.5 or higher installed in order to useseveral features of the Epicor application, including the Education Module, Epicor Web Access, or EpicorMobile Access. If you do not have IIS installed, refer to your operating system documentation for instructions.Be sure to also follow these IIS settings:

a. If you are hosting an Epicor Web Access site on the Epicor application server, the IIS Server name mustnot include the underscore character. If the IIS Server name has an underscore, the user won't be ableto log in.

b. If you are installing Epicor Mobile Access on the server, you must also enable IIS 6 compatibility mode.If needed, refer to the Epicor ERP 10 Supplemental Install Guide section called Install Epicor Mobile Access> Enable IIS 6 Management Compatibility for instructions.

3. You must have the latest Microsoft Management Console (MMC) 3.0 or later installed. See the MMC3.0 download site for download information.

4. You must have the ASP.NET module of your Windows Internet Information Services (IIS) installation enabledin order to use several features of the Epicor application, including the Education Module, Epicor Web Access,or Epicor Mobile Access.

5. In order to print reports using SSRS (SSRS 2008 R2 64-bit or SSRS 2012), you must download and install aMicrosoft SQL Server update package from the Microsoft Support site. It is a known Microsoft issue thatinstalling the update is required for the rendering of PDF reports to be successful. For more information,refer to this Microsoft Support page: http://support.microsoft.com/kb/2645648.



1.4 Verify Windows Operating System Requirements

Use the following steps to verify your operating system requirements for installing the Epicor ERP 10 application.These steps must be performed on the Epicor Application Server, and not on the machine where you will berunning the Epicor Administration Console.

1. For your workstation, verify you have one of the following installed:

Windows 7 (SP1) x86 / x64

Windows 8 x86 / x64 Intel Architecture

2. For your server, verify you have one of the following installed:

Windows Server 2008 R2 (SP1)

Windows Server 2012

Windows Server 2012 R2

3. Verify that you have one of the following Microsoft Technology Stacks installed. Note that the stack mustbe the exact combination of Windows Operating System and Microsoft SQL Server.

Windows Server 2008 R2 with SQL Server 2008 R2

Windows Server 2012 with SQL Server 2012

Windows Server 2012 R2 with SQL Server 2014

Important For your SQL Server, Epicor supports either the runtime, Standard or Enterprise versions.The SQL Server Express editions are not supported due to constraints on the memory, CPU, anddatabase size.

Note Certifying a platform for Epicor ERP 10 is an involved task due to the amount of environmenttesting required. Therefore, not every combination of hardware, Windows operating system version,and SQL Server version is formally certified to successfully run Epicor ERP 10. For example, Epicor ERP10 is certified with SQL Server 2014 only if it is matched with Windows Server 2012 R2; but EpicorERP 10 is not certified to be used with SQL Server 2008 R2 when it is matched with Windows 2012R2.

4. If you want to use the Epicor Administration Console to remotely administer machines, you need to enablethe IIS Management Service. To do this:

Using Windows 7: Navigate to Start > Control Panel > Programs > Turn Windows features on oroff. In the Windows Features window, navigate to Internet Information Services > Web ManagementTools and select the IIS Management Service check box. Click OK. Click Close.

Using Windows 8: Navigate to Settings > Control Panel > Program and Features > Turn Windowsfeatures on or off. In the Windows Features window, navigate to Internet Information Services >Web Management Tools and select the IIS Management Service check box. Click OK. Click Close.



Your dialog may look similar to the following:

5. For the Epicor Administration Console, verify that port 8172 is open in the firewall. To do this, if you areusing the built-in Windows firewall, navigate to Start > Control Panel > Administrative Tools > WindowsFirewall with Advanced Security.

6. For the Epicor Administration Console, verify that in the Windows Firewall, the inbound rule "WebManagement Server (HTTP Traffic-In)" is enabled. To do this, open your Windows Firewall. Locate theinbound rule named "Web Management Service (HTTP Traffic-in)". Right-click on the rule and selectProperties. Enter the following:

a. In the General tab, select Allow the connection in the Action group box.

b. In the Advanced tab, in the profiles section, clear the Public check box. This option should not be selected.

c. Keep the Domain and the Private options enabled.

Note The inbound rule "Web Management Server (HTTP Traffic-In)" should be enabled, if it exists.

If that rule is not present, then create your own inbound rule that opens port 8172 for TCP traffic.

7. With Windows Server 2008 R2 (SP1), a firewall is installed. The firewall must be disabled in order forconnectivity from other machines to allow for administering of the Epicor ERP 10 Application Servers. Basedon your company practices, you can enable your firewall after the installation process is complete.

1.5 Verify SQL Server Install and Features

Verify that a supported version of Microsoft SQL Server is installed on your database server and that the requiredFull-Text Search feature is installed on your SQL Server instance. If necessary, use these steps to install MicrosoftSQL Server.

Note It is recommended that you review the SQL Books Online information in order to become familiarwith the SQL Server administration functionality. The documentation is typically installed with the SQLServer application. To access it, navigate to Start > All Programs > Microsoft SQL Server >Documentation and Tutorials > SQL Server Books Online.

1. On your database server, verify that one of the supported SQL Server versions is installed:

SQL Server 2008 R2

SQL Server 2012



SQL Server 2014

If necessary, install SQL Server on your database server using the instructions that came with your SQLinstallation. Be sure to install any Microsoft service pack and patch updates related to your SQL version.

2. Verify that you have one of the following Microsoft Technology Stacks installed. Note that the stack mustbe the exact combination of Windows Operating System and Microsoft SQL Server.

Windows Server 2008 R2 with SQL Server 2008 R2

Windows Server 2012 with SQL Server 2012

Windows Server 2012 R2 with SQL Server 2014

Important For your SQL Server, Epicor supports either the runtime, Standard or Enterprise versions.The SQL Server Express editions are not supported due to constraints on the memory, CPU, anddatabase size.

Note Certifying a platform for Epicor ERP 10 is an involved task due to the amount of environmenttesting required. Therefore, not every combination of hardware, Windows operating system version,and SQL Server version is formally certified to successfully run Epicor ERP 10. For example, Epicor ERP10 is certified with SQL Server 2014 only if it is matched with Windows Server 2012 R2; but EpicorERP 10 is not certified to be used with SQL Server 2008 R2 when it is matched with Windows 2012R2.

3. If your SQL Server is hosted on a different machine than the Epicor ERP 10 Application Server, verify thatnetwork connectivity exists between the servers. To do this, complete the following steps on the twomachines:

a. For the Application Server, do the following:

Add a domain account with Administrator permissions.

Log into the Application Server using the domain account with Administrator permissions.

b. For the SQL Server, do the following:

Add the domain account login (with Administrator permissions) to the Administrators group.

Verify the SQL Server service properties specifies "Log On As" that specific domain account.

In SQL Server Management Studio, create the domain account as a SQL login account with sysadminrights.

4. Verify that the Full-Text Search feature is installed on your SQL Server instance. Full-Text Search is requiredin order to create databases using the Epicor ERP 10 application. To verify if the feature is installed:

a. Open SQL Server Management Studio. Right-click on your server/instance and select New Query.Enter the following query:

SELECT fulltextserviceproperty('IsFulltextInstalled')

IF (1 = FULLTEXTSERVICEPROPERTY('IsFullTextInstalled')) print 'INSTALLED' else print 'NOT INSTALLED'

b. Click Execute. If the query returns 1 or INSTALLED it means that Full-Text Search is installed.



Your query results may look similar to the following:

c. If the query returns 0 or NOT INSTALLED, you must install the Full-Text Search component. To do this:

Select Start > Control Panel > Programs and Features. In the list of programs, right-click MS SQLServer installation and select Uninstall/Change. Click Add.

Use you MS SQL Server installation media to run SQL setup wizard.

In the Installation Type window, select the option to Add features to an existing instance ofSQL Server and specify the SQL Server instance you want to modify.

In the Feature Selection window, select the Full-Text Search check box. Click Next several times,then click Complete to finish the component installation.

Note As an alternate method to verify if the Full-Text Search feature is enabled on your SQL Server,you can review the list of services. To do this, on your SQL Server select Start > Control Panel >Administrative Tools > Services. Verify that SQL Full-text Filter Daemon Launcher (SQL ServerInstance Name) service is listed, for example (MSSQLSERVER). Note that if your SQL Server has multipleinstances, you must verify that the service is available for the specific SQL Server instance.

1.6 Verify SQL Server Reporting Services (SSRS) Prerequisites

Use these steps to verify that you have the required components and features installed and configured properlyfor using SQL Server Reporting Services (SSRS). With Epicor ERP 10, you use SSRS for reporting functionality.

1. Verify that you are using SQL Server 2008 R2 or SQL Server 2012.

2. In order to print reports using SSRS, you must download and install a Microsoft SQL Server updatepackage from the Microsoft Support site. It is a known Microsoft issue that installing the update is requiredfor the rendering of PDF reports to be successful. For more information, refer to this Microsoft Supportpage: http://support.microsoft.com/kb/2645648.

3. Verify that IIS is installed on the server where Epicor SQL Server Reporting will be installed.

4. Verify that .NET 4.5 is installed on the server where Epicor SQL Server Reporting will be installed.

5. Verify your Reporting Services configuration values using the Reporting Services Configuration Manager.To do this:

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

b. Click Connect to connect to the report server/instance.

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



Note For more information on installing Reporting Services Native Mode Report Server, reviewthe Microsoft SQL Server Documentation Online. You can use this link: http://technet.microsoft.com/en-us/library/ms143711.aspx

d. Verify that Report Server Status is Started.

e. On the left navigation pane, select Report Manager URL. In the Report Manager Site Identificationsection that displays, do the following:

In the URLs field, click the URL to verify that it is valid. Your browser should open the SQL ServerReporting Services home page.

Open a text editor, such as Notepad, and enter the URL exactly as it is displayed in the URLs field. Forexample, your URL may look similar to: http://ServerName:xx/Reports. Save the notepad file. Notethat you will need to enter this URL later when you are adding an Epicor Application Server andconfiguring SSRS on the SSRS Configuration > SSRS Base URL field.

f. Click Exit to close the Reporting Services Configuration Manager.

6. If you want to create custom reports, verify that you have one of the following installed on the machinewhere you plan to customize the reports:

Business Intelligence Development Studio (BI Dev Studio). A component of a Visual Studio installationthat is used to develop reporting service projects.

Microsoft SQL Server Report Builder. A report authoring tool that uses a Microsoft Office-like authoringenvironment that is simpler to use than Business Intelligence Development Studio. Note that you shoulduse Report Builder 2.0 if you use SQL Server 2008 R2 and Report Builder 3.0 if you use SQL Server 2012.

1.7 Verify Temporary Files Do Not Exist

Prior to installing or migrating, use the following steps to clear out any existing temporary folders and files relatedto install aware processing. These temporary folders and files may exist due to prior upgrades that were not fullycompleted and they may cause your current upgrade to not install properly.

1. Go to your system Temp folder. The location of the Temp folder differs based on your operating system.To find the location of this folder, you can do one of the following:

Select Start > Run. In the command window, type: %temp%. Click OK. The Temp folder locationopens in a browser. For example, the browser could open to C:\Users\[UserId]\AppData\Local\Temp.

Select Start and right-click on Computer. Select Properties. Click the Advanced System Settings linkor the Advanced tab. Click Environmental Variables. In the User variables section, record the valuefor the Temp variable.

2. In the Temp folder and subfolders, delete the following:

folders that start with MIA*

files that end with *.TMP



1.8 Verify CSF Requirements (Optional)

If you use CSF (Country Specific Functionality), follow the steps in this section to verify that your CSF installationhas met all the requirements prior to migrating to Epicor ERP 10. Requirements include that your current CSFinstallation has had all user runnable conversions run.

1. Refer to the Configure Country Specific Functionality (CSF) chapter in Epicor ERP 10 Supplemental InstallGuide for the list of CSFs available in Epicor ERP 10. Verify your specific CSF exists in Epicor ERP 10 prior tomigrating your Epicor application.

2. Verify CSF-Related user runnable conversions have been successfully run on your existing Epicor 9.05application. To identify the specific conversions required for your CSF, refer to the corresponding Epicor9.05.702 CSF Installation Guide. Note that you cannot migrate your Epicor 9.05.702A application to EpicorERP 10 until you have completed all user runnable conversion required for your CSFs.



Chapter 2: Perform Pre-Installation Steps

This part of the guide lists the steps to perform before installing or upgrading Epicor ERP 10.

2.1 Configure Server Roles

Use these steps to configure the required Server roles, including both the Application Server and Web Server.Note that the steps differ based on your environment.

Note If you do not configure the server roles, you may be prompted with the error "Assembly bindingwarning is turned OFF" when you are attempting to add an Epicor application server. To resolve the error,follow the steps in this section to configure your server roles.

2.1.1 Using Windows Server 2012

Use these steps to configure the Application Server role and the Web Server role using Windows Server 2012.Note that if the roles already exist, you can still review the list of role features to verify that your roles are configuredproperly.

1. On the server, open Server Manager.

2. To verify if the roles already exist:

a. In the left pane, select the App Servers node.

b. In the Roles and Features section, verify if the Application Server and the Web Server (IIS) roles arelisted. Your dialog may look similar to the following:

3. If the Server roles are listed, in the same Roles and Features section verify that the required Server rolesservices have been installed. You can find the list of required Server roles services in steps 11 and 13 below.



4. If the Server roles are not listed, from the Manage menu, select Add Roles and Features. Your dialogmay look similar to the following:

5. The Add Roles and Features Wizard appears. In the Before You Begin section, review the information andclick Next.

6. In the Installation Type section, keep the default Role-Based or Feature-Based Installation option selected.Click Next.

7. In the Server Selection section, verify your server is selected in the Server Pool list. Click Next.

8. In the Server Roles section, select the Application Server role and the Web Server (IIS) role.

The IIS Management Console is required for the Web Server role installation. Click Add Features to confirmthe installation. Click Next.

9. In the Features section, verify that .NET Framework 4.5 is selected. Click Next.

10. In the Application Server section, click Next.

11. In the Role Services section, select the following options and click Next.

COM+ Network Access

TCP Port Sharing

Windows Process Activation Service Support

HTTP Activation

Message Queuing Activation

Named Pipes Activation

TCP Activation

Distributed Transactions

Incoming Network Transactions

Outgoing Network Transactions



In the Add Roles and Features Wizard, confirm installation of the selected services. Your screen may looksimilar to the following:

12. In the Web Server Role (IIS) section, click Next.

13. In the Role Services section, select Web Server and the following services to be installed:

Common HTTP Features

Default Document

Directory Browsing

HTTP Errors

Static Content

Health and Diagnostics

HTTP Logging

Tracing

Performance

Static Content Compression

Security

Request Filtering

Windows Authentication

Application Development

ASP.NET 4.5

ISAPI Extensions

ISAPI Filters

.NET Extensibility 4.5



In the Add Roles and Features Wizard, confirm installation of the selected services. Click Next.

14. In the Confirmation section, click Install. The Web Server role and features are installed.

15. Close the Server Manager.

2.1.2 Using Windows Server 2008 R2

Use these steps to configure the Application Server role and the Web Server (IIS) role using Windows Server 2008R2. Note that if the server roles already exist, you can still review the list of role features to verify that your rolesare configured properly.

1. On the server, open Server Manager. Select the Roles node.

2. Go to the Roles Summary section and verify if the Application Server and the Web Server roles are listed.

3. If the Server roles are listed, click the Add Role Services link on the right side. Then use the step belowregarding the Application Server dialog to verify that the required Application Server role services are installed.

4. If the Server roles are not listed, click Add Roles. The Add Roles Wizard appears. Click Next.

5. On the Server Roles dialog, do the following:

a. Select Application Server.

b. Select Web Server (IIS).

Click Next.

6. On the Application Server dialog, review the noted comments and click Next. On the Role Services dialog,notice that .NET Framework 4.5 is already selected for you. Select these additional services and then clickNext:

COM+ Network Access

TCP Port Sharing

Windows Process Activation Service Support

Message Queuing Activation

TCP Activation

Named Pipes Activation

Distributed Transactions

Incoming Remote Transactions

Outgoing Remote Transactions

7. On the Web Server dialog, review the noted comments and click Next. On the Role Services dialog, selectthe following services to be installed:

Common HTTP Features

Default Document



Directory Browsing

HTTP Errors

Static Content

Application Development

ASP.NET

ISAPI Extensions

ISAPI Filters

.NET Extensibility

Health and Diagnostics

HTTP Logging

Tracing

Performance

Static Content Compression

Security

Request Filtering

Windows Authentication

Click Next.

8. Confirm installation of the selected services. Click Install.

9. The Application Server Role and features are installed. Click Close.



Part II: Installation and ConfigurationThis part of the guide explains how to install and configure your Epicor ERP 10 application.

Chapter 3: Install the Epicor ERP 10 Application

Use this section to install your Epicor ERP 10 application.

Note The installation process 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:\ drivebut you can use any physical drive of your choice.

3.1 Prepare SQL Server Login Account

Prior to installing Epicor ERP, you must determine if you will access the Epicor ERP SQL Server database throughSQL Server Authentication or Windows Authentication. Note that both authentication methods allow access tothe Epicor ERP database through a single SQL Server login account. Use these steps to setup the SQL Server loginaccount.

Note After you have installed the Epicor database, you will use the "Configure Epicor ERP SQL ServerLogin Account" steps to configure security options for the SQL Server login account that you create.

1. Determine your authentication method for accessing the Epicor SQL Server database, either using SQL ServerAuthentication or Windows Authentication. If you need additional information to make your decision, referto the "Authentication Options" information in the Epicor Architecture Guide.

2. Use SQL Server Management Studio to connect to the SQL Server instance where you will be installing theEpicor ERP database.

3. Under the Security folder, right-click the Logins folder and select New Login.

4. Based on whether you decided to use SQL Server Authentication or Windows Authentication, do one ofthe following:

SQL Server Authentication. Select SQL Server authentication. For Login Name, enter an appropriatelogin name. For example, EpicorERP. Enter a Password and confirm the password. Click OK.

Windows Authentication. Keep Windows authentication selected. For Login Name, click Searchto select the Windows domain account to use for Epicor ERP access. If desired, create a Windows accountjust for Epicor ERP access. Click OK after you have selected the Windows account.

5. Click OK to close the dialog.


Epicor ERP 10 Installation GuideInstallation and Configuration

3.2 Install Epicor ERP 10 Server

Use the following steps to install or upgrade your Epicor ERP 10 server software. During the installation you areprompted to select the Epicor ERP 10 program features that you want installed to the server.

1. Locate your Epicor ERP version 10 DVD. Insert the DVD into your drive. In the root directory, locate therelease file related to this installation. For example RL10.x.xxx.exe.

Note The Epicor ERP version 10 release is also available from EPICweb Downloads if you havecompleted the Release Approval process. For more information on the Release Approval process,contact your Customer Account Manager. For verification purposes, you will be prompted to re-enteryour EPICweb credentials when you attempt to download the Epicor ERP version 10 file.

2. Double-click on the file to run it. The install wizard verifies that the install executable is compatible with yourenvironment and then prepares for your installation. This verification may take several minutes.

3. The Welcome window appears for installing the Epicor ERP 10 server software. Click Next.

4. The Select Components window appears. Select the program features you want to install, such as theApplication Server and Supplemental Installs. In the Install Epicor ERP 10.0 to field accept the defaultlocation of C:\Epicor\ERP10 or click Change to browse and select a different location. Your dialog may looksimilar to the following:

5. After selecting the components to install and specifying the installation location, click Next.


Installation and ConfigurationEpicor ERP 10 Installation Guide

6. The Completing the Epicor Install window appears. To begin the configuration of Epicor ERP 10, click Next.The installation begins. The process may take several minutes. Your dialog may look similar to the following:

7. After the Epicor ERP 10.0 Server is installed, the following installations are processed:

Expanding Epicor ERP 10.0 Client Installer

Expanding Epicor ERP 10.0 Administration Console Installer

Expanding Epicor ERP 10.0 Education Courses

Expanding Epicor ERP 10.0 Reporting Services

Expanding Epicor ERP 10.0 Supplemental Installs (Mobile Access, Sharepoint Publisher, Social Enterprise,Enterprise Search, Task Agent, and Web Access)

Installing Administration Console

8. The Install Complete window appears when the installation is complete. Based on the availability of anUpdate release, do one of the following:

If an Update release (10.0.700.x)is available, clear the Launch the Epicor Administration Consolecheck box. You will need to install the Update release prior to launching the Epicor AdministrationConsole.

If an Update release (10.0.700.x) is not available, keep the Launch the Epicor Administration Consolecheck box selected. You will now use the instructions in the following sections to complete theconfiguration using the Epicor Administration Console.




9. Click Finish. Your Epicor ERP 10 server framework is installed.

10. If you want to verify that your installation completed successfully, navigate to the folder where you installedyour Epicor ERP 10 application. For example, the default is C:\Epicor\ERP10 followed by the release versionas a subfolder. Your folder structure may look similar to the following:

3.3 Install Epicor ERP 10 Update (10.0.x00.x)

Use the following steps to install the Epicor ERP 10 Update to your Epicor ERP 10 application, if an update isavailable. Updates are identified by the sequential number added to the end of the release number, for example10.0.x00.x.

1. Log on to EPICweb and go to the customer portal website. Navigate to Products > Epicor ERP version 10> Downloads > Epicor ERP > Version 10.0.

You can use this link: https://epicweb.epicor.com/products/epicor-erp/downloads.

2. Download the latest Epicor ERP 10 Update release file related to this installation. For example, the filenameis similar to UD10.0.x00.x.exe. Note that the executable file may take a period of time to download.

3. Go to the directory where you downloaded the file. Double-click on the file to run it. The install wizardverifies that the install executable is compatible with your environment and then prepares for your installation.This verification may take several minutes.

4. The Welcome window appears for installing the Epicor ERP 10.0 Update. Click Next.

5. The Select Components window appears. Review the list of components that were installed with your baseEpicor ERP 10 installation. Do not make any changes. Click Next.

6. The Completing the Epicor ERP 10 Update window appears. To begin the installation of the update, clickNext. The installation begins and status bars display the processing. The process may take a period of timeto complete.

7. The Epicor ERP 10 Update Complete window appears when the installation is complete. Keep the Launchthe Epicor Administration Console check box selected to launch the console. Click Finish.

8. Verify that the Epicor Administration Console opens.



Chapter 4: Configure Epicor Database Server

Use the following instructions to add your Epicor 10 database server using the Epicor Administration Console. TheEpicor database server must be added prior to adding an Epicor database.

4.1 Add Epicor Database Server

Use the following steps to add an Epicor Database Server. The Epicor Database Server must be added prior toadding an Epicor Database.

1. On the server where your Epicor application is installed, open the Epicor Administration Console, if it is notalready opened. To do this:

On the server, press + F to display the Charms bar and select Apps. Alternatively, on theStart screen, right-click the background and in the lower right corner select all Apps. On the Apps screen,select Epicor Software > Epicor Administration Console.

On the server, navigate to Start > All Programs > Epicor Software > Epicor Administrative Tools> Epicor Administration Console.

2. In the left-hand Tree View, select the Database Server Management node. Your dialog may look similarto the following:



3. Right-click on the Database Server Management node and select Add Epicor Database Server. Yourdialog may look similar to the following:

4. In the Server\Instance field, enter the SQL Server name and the SQL Instance ID. For example, enter yourlocal server or the network server to which you will be connecting.

5. Select the Authentication mode to connect to the SQL Server. For example, select Windows Authenticationor SQL Authentication. If you select SQL Authentication you must also enter your SQL User ID and Password.

Note The SQL User ID and Password you specify will be passed to the configuration when you adda new Epicor database.

6. Click the Verify Server button to verify that your server name and connection details are valid. Click OKto the message. Click OK again.

7. After the server is added, the server/instance is displayed as a node under Database Server Management inthe Tree View. Your dialog may look similar to the following:

After the server is added, you are now ready to add your Epicor database. For example, you can add a newdatabase (for production) or add the demo database (for training).



Chapter 5: Configure Epicor Database

Use these steps to add an Epicor database (new or demonstration) using the Epicor Administration Console. Note thatyour Epicor Database Server must be added prior to adding a new Epicor database.

5.1 Add Epicor Database

Use these steps to add an Epicor database (new or demonstration) using the Epicor Administration Console.When this database is created it is empty and scripts are run to populate it with initial data, including tables andfields for menus, security and reports.

1. Prior to adding a database, verify that the Full-Text Search feature is installed on your SQL Server instance.Full-Text Search is required in order to create databases using the Epicor 10 application. Refer to the previoussteps in the Getting Started > Verify Prerequisites > Verify SQL Server Install and Features section.

2. Open your Epicor Administration Console, if it is not already open.

On the server where your Epicor application is installed, navigate to Start > All Programs > Epicor Software> Epicor Administrative Tools > Epicor Administration Console.

3. Expand Database Server Management. Right-click on your Server/Instance and select one of the optionsto add an Epicor database:

Add New Database - Use this option to launch the Database Migration tool to add a new database.The new database contains seed data only.

Add Demo Database - Use this option to launch the Database Migration tool to add a newDemonstration Database which is used for educational purposes along with the Epicor Education Module.

4. For either a New or Demo database, the Add New Database dialog opens. Your dialog may look similar tothe following:

Enter the following:

a. Enter a Name for your database.

Note Your database name cannot include a space. After the database is created you cannotchange the database name. If the database name already exists on the server, you will be promptedto confirm the name when the database creation process starts.



b. Enter the Deployment Server path to specify the deployment share location. This path is used by theEpicor Administration Console to verify that it has the required components to service the database.These components can then be downloaded from this location.

If you are on the deployment server, enter a fully qualified path such as C:\Epicor\ERP10\ERP10.0.xxx.

c. Click OK.

5. The Create Database on Server dialog displays. If the database creation process does not start by default,click the Start button. A status bar displays the creation process. This may take a few minutes. Your dialogmay look similar to the following:

6. If you selected Add New Database, the database is ready to be created using the default values. If youwant to change the default values and configure the database properties before it is created, from theAction menu on the Create Database on Server dialog, select Configuration. Your dialog may look similarto the following:

7. For the Target database, verify the Master Database File (MDF) Information. Note that for moreinformation on MDF settings, refer to your Microsoft SQL Server user guides and online help.

a. In the MDF Location field, verify the default path to the master database file.

b. Review the Initial MDF File Size in GB value. Epicor recommends to set this value close to the size ofthe future master database file.



c. Keep the Autogrowth check box selected if you want the file to increase automatically when new datais added. In the Autogrowth settings section, use the MDF File Growth fields to specify the file growthrate. Select the Restricted File Size Growth option and set the maximum size for the MDF file if youwant to limit this value, or keep the Unrestricted File Size Growth option selected. If you use MDFautogrowth and do not restrict the file size, the MDF file should be regularly monitored and managedby a database administrator.

8. For the Target database, verify the Log Database File (LDF) Information. Note that for more informationon LDF settings, refer to your Microsoft SQL Server user guides and online help.

a. In the LDF Location field, verify the path to the log database file.

b. Specify the Initial LDF File Size in GB value. Epicor recommends to set this value close to the size ofthe future log database file.

c. Keep the Autogrowth check box selected if you want the file to increase automatically when new datais added. Define Autogrowth settings. Use the LDF File Growth fields to specify the file growth rate.Select the Restricted File Size Growth option and set the maximum size for the LDF file if you wantto limit this value, or keep the Unrestricted File Size Growth option selected. If you use LDF autogrowthand do not restrict the file size, the LDF file should be regularly monitored and managed by a databaseadministrator.

9. Click Test Connection to verify. Click OK to the validation message.

10. Click OK to save the configuration values. The Configuration dialog closes.

11. Back on the Create Database on Server dialog, click Start. The processing begins. This may take a bit oftime. If you want to view the processing messages, click the Show More button. If you want to hide theprocessing messages, click the Show Less button. Your dialog may look similar to the following:

Note If the database name already exists you are prompted with a message to enter a password toconfirm that the existing database should be deleted in order for the new database to be created. Yourdialog may look similar to the following:



12. During the creation of the database, progress is displayed using green check marks next to the task. Notethat if a task is not successful, a red X is displayed. After the database is created a green check mark isdisplayed next to each task. Verify that your tasks have all completed. Your dialog may look similar to thefollowing:

13. After completion, click the Show Log button to display the DB Migration log. Review the information. Yourdialog may look similar to the following:

14. Click Close to close the log file.

15. Click Close to close the Create Database on Server dialog.



16. Verify that your new database displays under your Server in the tree node. Your dialog may look similar tothe following:

Your new database has been successfully added.

5.2 Configure Epicor ERP SQL Server Login Account

Use these steps to allow the Epicor ERP SQL Server login account to access the Epicor ERP database. During theconfiguration, you will be selecting the SQL Server login account that you created in a previous section called"Install the Epicor 10 Application > Prepare SQL Server Login Account".

1. Use SQL Server Management Studio to connect to the SQL Server instance that now hosts the Epicor ERPdatabase.

2. Navigate to Security > Logins.

3. Double-click the SQL Server login you previously created to access the Epicor ERP database. For example,EpicorERP.

Note You created the SQL Server login account in a previous section called "Install the Epicor 10Application > Prepare SQL Server Login Account".

4. In the left pane, click User Mapping.

5. In the Map column, select the check box next to the EpicorERP database.

6. In the list of database role memberships, in addition to public (which is already selected), select the db_ownercheck box.

Important After the Epicor ICE installation is complete, you can change the security settings for thisSQL Login account. For example, if you do not want the login user to have db_owner access, you canremove the ability by clearing (unselecting) that check box in the list of database role memberships.Note that if the db_owner access is removed, then you must ensure that both db_reader and db_writeraccess are granted.

7. Click OK.



Chapter 6: Configure Epicor Server and Application Server

Use these steps to add an Epicor Server and Epicor Application Server using the Epicor Administration Console.

6.1 Determine Authentication Option (Endpoint Binding)

Use these steps to determine the authentication option (endpoint binding) you will select when you are addingyour Epicor Application Server. The Epicor Application Server secures communication and authenticates usersusing different endpoint binding methods.

1. Locate the Epicor ERP 10 Architecture Guide. It is located on the EPICweb Customer portal under Products> Epicor ERP version 10 > Documentation.

2. In the Technology Strategies section, review the "Authentication Options" information. Options include:

UsernameWindowsChannel

UsernameSSLChannel

Windows

3. Determine your authentication option based on your company's best practice method based on your securitypractices.

Note If you select to use the UserNameSSLChannel endpoint binding, you must use the steps inthe next section to generate an SSL security certificate.

6.1.1 Generate Self-Signed SSL Security Certificate (If Using UserNameSSLChannel)

If you have determined that you are going to use the UserNameSSLChannel endpoint binding, you will needa SSL security certificate. You can use these steps as an example of how to generate a self-signed SSL SecurityCertificate. Review the Epicor ERP 10 Architecture Guide for information on using authentication options andsecurity certificates, if needed. Note that you must complete these steps prior to adding an Epicor ApplicationServer.

1. Navigate to Start > Administrative Tools > Internet Information Services (IIS) Manager. Select yourserver name.

2. Double-click the Server Certificates icon in the middle pane.

3. In the Actions menu, click Create Self-Signed Certificate.

4. Enter a name for the new certificate, for example, enter the fully qualified domain name. Select Personalcertificate store from the drop-down list and click OK. The certificate displays in the Server Certificates list.

5. Navigate to the MachineKeys folder. By default the path isC:\ProgramData\Microsoft\Crypto\RSA\MachineKeys.

6. In the MachineKeys folder, right-click the file with the latest Date modified and select Properties.

7. In the Properties window, click the Security tab. Click the Edit button.



8. In the Permissions for window, click the Add button.

9. In the Enter the object names to select field, enter Everyone. Click OK.

10. Click Everyone in the Group or user names list. In the Permissions for Everyone pane, select the Allowcheck box against the Full control permission. Click OK.

11. Click OK in the Properties window and exit the MachineKeys folder.

6.2 Add Epicor Server

Use the following steps to add your Epicor Server using the Epicor Administration Console. You must add theEpicor Server prior to adding the Epicor Application Server.

1. On the server where your Epicor application is installed, open the Epicor Administration Console.

2. In the left-hand Tree View, select the Server Management node. Right-click and select Add Epicor Server.Your dialog may look similar to the following:

3. Enter the Name of your server. Click Ping Server to verify your server name. A message displays that it issuccessful. Click OK.

4. Verify that your Epicor Server is added under the Server Management node. You can now add an EpicorApplication Server to this Epicor Server.



6.3 Add Epicor Application Server

Use the following steps to add your Epicor Application Server using the Epicor Administration Console. Note thatprior to adding an Epicor Application Server, you must add your Epicor Server.

1. In the Epicor Administration Console tree view, expand the Server Management node. Verify that theEpicor server that will host the new application server is listed. Your dialog may look similar to the following:

2. Right-click on the Epicor server and select Add Application Server. The Application Server Setup dialogopens. Your dialog may look similar to the following:

3. On the Application Server Settings tab, define the following:

a. Enter the Application Name. This value is the name that Internet Information Services (IIS) uses to createthe application, and this value is also added to the URL address which the client installation uses toconnect to the application server. For example, if you enter ERP100700 in this field, the application serverURL will be net.tcp:///ERP100700.

Note The following fields default based on the application name you entered: Web Site Directoryand Application Pool Name on this same tab, and Display Name on the Admin Console Settingstab.



b. Enter the Deployment Directory that contains the Epicor server installation. Forexample:\\EpicorServer\Epicor\ERP10\ERP10.0.700.

Note You must be a member of the Administrators group on the server specified.

c. The Web Site Directory identifies the server machine that will contain the application server. Theapplication server is installed in this location. Verify that the path includes the Application Name thatyou just entered. For example: C:\Inetpub\wwwroot\EpicorERP100700.

d. Use the drop-down menu to select your Net TCP Binding Configuration to define how this applicationserver checks for authentication certificates through Internet Information Services (IIS). When a user logsinto the application, the selected method verifies the communications are encrypted and checks whetherthe user can access the Epicor application. Options include:

UsernameWindowsChannel. Select this option to authenticate using an Epicor Username andPassword on a Windows Domain. Windows ensures communications are encrypted while the usernameand password are managed in Epicor. You can use this method for both smart client and Epicor WebAccess (EWA) installation.

UsernameSSLChannel. Select this option to authenticate using an Epicor Username and Passwordon a non-Windows Domain or across two untrusted Windows Domains. A Secure Sockets Layer (SSL)X509 certificate is used to encrypt the communications while the username and password are managedin Epicor.

When you select this option, you may need to define a DNS Endpoint Identity if your SSL certificateand server name are different. You can use this method for both smart client and Epicor Web Access(EWA) installations.

Note If you plan to use Digital Certificates, you must select UsernameSSLChannel. Refer tothe Technology Strategies > SSL: Review Digital Certificates for Epicor 10 section in the EpicorArchitecture Guide for more information on the digital certificate options available in yourEpicor ERP application.

Windows. This type of authentication replaces the Epicor 9.05 Single Sign On method. It authenticatesand encrypts communications using Windows Domains. Select this method for AppServers that handleclient installations where users access the application through the same domain. If you select thisoption, you do not enter a Username/Password for the task agent; instead you define this domainuser account on the Windows service. You can only use this method on smart client installations.

4. In the Server Information group box, use the fields to update your Epicor ERP 10 application to an updatedversion. Fields include:

a. Version. Use the drop-down to select your update version from the list of updates that are available onyour server. You previously installed these updates using the steps in the Install Epicor ERP 10 Update(10.0.700.x) section. For example, select 10.0.700.x to select to update your Epicor ERP version to10.0.700.x. It is recommended that you select the latest update available. If no updates are available,you can select Base. Note that when you click OK, the application server updates the Epicor ERP 10application to the selected version. If prompted that all users will be disconnected while the system isbeing updated, verify that all users have logged out of the system and then click Yes to continue.

b. Custom Directory. If you have custom programs to incorporate with the Epicor application, browseand select the Custom Directory that contains these custom .dll files. After you click OK on this window,these custom .dll files are included in the Epicor application.



Note When you finish creating or modifying the application server and click OK, the applicationserver checks each folder (in sequential order) to determine what version to install:

Base Directory. This directory contains the primary installation for the Epicor application. The updateprocess always starts with this base version.

Custom Directory. The application lastly checks if customizations are available. If custom programsare in this directory, the Epicor application applies these customizations over the base version.

c. Shared Assembly Location. Select this check box if you have a network load balanced (NLB) environment,for example if you have the Epicor ERP 10 application installed on more than one server. This is thelocation that will include the Assemblies and BPM folders. After selecting the check box, you must selecta Shared Directory in the next field.

d. Shared Directory. Select the directory of the Shared Assembly Location. This directory can be anetwork shared location or a local file path. Note that if your appservers will be on separate machinesyou must select a network shared location.

5. In the Application Pool group box, enter the following fields:

a. By default the Application Pool Name uses the value you entered in the Application Name field. Youcannot change this value. This value defines the name of the application pool associated with the newapplication server. An application pool defines a group of related URLs that use the same process or setof processes. The new application server must be placed in an application pool.

b. Use Custom Account. Select this check box when you need to enter a specific user account for theInternet Information Services (IIS) application pool this application server uses. If you select to use acustom account, you must also enter the following:

Application Pool Username. Enter the domain and the user account. For example,MyDomain\UserName.

Application Pool Password Enter the password associated with the user account for this applicationpool.

Note If you do not select this check box, the application pool uses a default user account. Thisdefault account depends on whether you use an SSRS server. If you use an SSRS server, theconnection uses the LocalSystem account. This is the default user account available through theWindows operating system. If you do not use an SSRS server, the connection uses theApplicationPoolIdentity account. This is the default user account available through InternetInformation Services (IIS).

Do not click OK yet. You must complete the other tabs before submitting the information. If you clickOK, you may receive a message that your data entry is not complete on the other tabs.



6. Select the Database Connection tab. Your dialog may look similar to the following:

Define database connection settings:

a. For the Server Name enter the name of your database server that contains the database that you willuse with the current application server.

b. Click the Authentication drop-down list and select either the Windows Authentication or SQL ServerAuthentication option.

If you select Windows Authentication, the User and Password default to your current login values.

If you select SQL Server Authentication, enter the User and Password you use to log into SQL Server.

c. From the Database Name drop-down list, select the name of the SQL database you want to link to thisapplication server. All the databases available under the selected database server display on this drop-downlist.

d. To verify the application server can connect with this database, click Test Connection and click OK inthe confirmation message.



7. Navigate to the Admin Console Settings tab. Your dialog may look similar to the following:

Define Admin Console settings:

a. Enter the Display Name to identify the application server in the administration console. Choose a namethat helps you identify the purpose for the application server.

b. Enter your Epicor User Name and Password. You must enter a valid Epicor User and Password for theuser account who has access to the Epicor application directories. The credentials differ based on thedatabase (new or Demo) to which you are adding an application server:

For a new database, enter manager / manager.

For the Demo database, enter epicor / epicor.

Note The password is stored in an encrypted format.

c. Enter the Operation timeout value you want for the application server. This value determines the waittime until an incomplete operation is stopped by the application server. The default value is 300 seconds.

d. Select or clear the Validate WCF Certificate check box. This indicates whether the client applicationand WCF service need to validate their connection through a certificate. If this check box is selected, acertificate is required for the client installation to communicate with the WCF service.

e. For DNS Identity value, enter the expected DNS server name. There are two scenarios where you needto enter a value in this field:

UsernameSSLChannel Selected in Endpoint Binding. When authenticating using message-levelor transport-level Secure Sockets Layer (SSL) with X.509 certificates, WCF ensures that the certificateprovided during the SSL handshake contains a DNS or Common Name (CN) attribute equal to thevalue specified in this field.

Windows Selected in Endpoint Binding. When the service authenticates using message-level ortransport-level SSL with a Windows credential for authentication, and negotiates the credential, thenthe negotiation passes the service principal name (SPN) so that the DNS name can be checked. TheSPN is in the form host/.



f. In the Epicor Application Launcher group box, select one of the following options to define how youwant to access the client from within the Epicor Administration Console:

Do not allow access to user details. No method is used to launch the Epicor client. The defaultvalue, the client is launched as normal from within the Epicor Administration Console.

Use Epicor Smart Client. If you select Use Epicor Smart Client, you must click the Browse (...) buttonto find and select the Epicor.exe file that you will use to launch the Epicor client.

Use Epicor Web Access. If you use Epicor Web Access, select this option and click the drop-downlist to define the URL for the web access. This drop-down list contains the web access values definedin the company configuration data for Epicor Web Access (set within the client).

8. Navigate to the SSRS Configuration tab. Your dialog may look similar to the following:

Define your SSRS Configuration settings:

a. If you plan to use SSRS reporting functionality, keep the Configure SSRS check box selected. The SSRSconfiguration fields open and you can then define how this application server interacts with SSRS.

Note If you are not ready to configure your SSRS functionality now, do not select the ConfigureSSRS check box. Later when you want to use SSRS reporting functionality, you can update yourapplication server. To do this, expand Server Management > [server]. Right-click on your applicationserver and select Application Server Configuration. You can select the SSRS Configuration tab todefine your SSRS settings.

b. Enter the SSRS Base URL for the SSRS Report Server. This value defines the Uniform Resource Locator(URL) for the server, so enter the web site location that contains it. When you install SQL Server, you setup this URL and so this value is typically http:///ReportServer.

Note To find the value you need to enter in this field, go to the server machine and launchReporting Services Configuration Manager. From the tree view, click the Web Service URL icon.The value you need displays in the Report Server Web Service URLs section. Copy this value intoNotepad or a text editor so you can later paste it into the Application Server window. For example:http://HVW12AS09:80/ReportServer



c. Optionally, enter the SSRS Root Folder location. This directory defines the root folder location whereyou will deploy the reports. For example, enter Epicor if you want the reports to deploy to theEpicor/Reports folder. If you leave the field blank, this root folder will be the directory that contains thereport server home page file, and the reports will deploy to the /Reports sub-folder in this directory.

9. In the SSRS Database Connection group box, enter the following:

a. In the Server Name field enter the name of the database for the Report Server. The value you enter inthis field depends on how you have set up your system. This database can be:

The same database used by the Epicor application -- Although this set up is not recommended, yourreport server database can be the same as your main database.

A separate database on the SQL Server -- This set up method is most common, as the report datathen populates this separate database on the server.

A database on a different SQL Server -- The report data from the Epicor application is sent to anotherserver dedicated to SSRS report processing. If you are a larger organization, you may set up yoursystem in this way to improve performance.

b. Click the Authentication drop-down list and select either the Windows Authentication or SQL ServerAuthentication option.

If you select Windows Authentication, the User and Password default to your current login values.

If you select SQL Server Authentication, enter the User and Password you use to log into SQLServer.

c. In the Database Name field enter the name of the database that will hold the temporary data used byreporting. Click the Down Arrow next to this drop-down list; select the database you need from the listof options.

d. To create a database for SSRS, select the Create DB check box. When you select this option and clickOK, a new report database is generated using the name you entered in the Server Name field.

e. When you finish defining your SSRS options, click the Test Connection button. A message should displayindicating that this application server is connected to SSRS. If you receive an error, check your values tomake sure they are accurate and then test the connection again.

10. In the SSRS Deployment group box, enter the following:

a. Verify the Import Reports check box is selected. This indicates you are ready to import your reports.Note that if you are updating the application server and you do not need to import the SSRS reports,you must clear the Import Reports check box.

b. For the SSRS Location, select the directory that contains the latest SQL Server SSRS ReportServerinstallation. Depending on your SQL Server version, this location is similar to the following exampledirectories. Your specific directory path will be the name your system administrator assigned to the SQLServer instance during installation.

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

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

If the SSRS server is on a separate machine, enter the UNC path to the ReportServer directory. The currentuser account must have permissions to write to this remote directory. Typically this directory is:



\\\C$\Program Files\Microsoft SQLServer\MSRS10_50.MSSQLSERVER\ReportingServices\ReportServer

Note If you have multiple SQL Server versions installed, make sure you select the location thatmatches the version used by the Epicor application.

11. After completing all the tabs, click OK. A status window displays progress through the application serversetup steps. After the server files are extracted, your display may look similar to the following:

12. When setup server environment is complete, a message appears saying the setup is successful. Click OK. Ifyou receive an error message, resolve the issue and restart these steps to add an Epicor Application Server.

13. If you have selected to use the UserNameSSLChannel endpoint binding, you now must edit the web.configfile to enter a value. To do this:

a. Navigate to your Epicor ERP 10 application server web.config file. To do this, go to Start > Run andtype inetmgr. Under the Sites node, right-click on your application server and select Explore. Open theweb.config file with a text editor.

b. Remove the comment identifiers on the serviceCredentials node.

Currently, the node with the comment identifiers looks similar to:



After editing, the node without the comment identifier looks similar to:

c. Locate the line. Change the value of the findValue attribute. The findValue is thename of the certificate you just created. For example, enter the fully qualified domain name.

d. Save the file.

14. Verify that your new Epicor Application Server is listed under the Server node in the Tree View. Click theapplication server. The Epicor Administration Console connects to the application server and the propertydetails are displayed in the center pane. Your display may look similar to the following:

You have successfully added your Epicor Application Server.



Chapter 7: Prepare Your Database

Use the following instructions to prepare your new or existing Epicor database for compatibility with the Epicor ERP10 application. Preparation may include steps to import licenses, enable modules, add a company, and assign licensesto a company. This section is required for new installations or migration installations.

7.1 Import License File and Enable Modules

Use the following steps to import your Epicor 10 product license file and enable the modules. These steps shouldbe used for importing license codes for any type of database, such as production or demonstration.

1. Open your Epicor Administration Console.

2. In the tree view, expand your Server Management > [your server] > [your application server].

3. Right-click the Licensing node and select Import License File. Your dialog may look similar to the following:

4. Browse to the location where you previously downloaded the license code file. Select the file and click Opento import the file.

5. In the middle pane, double-click on the licensing code file to open it. The Properties dialog opens.

6. Click the Modules tab. Select the check box for each module you want enabled. Click OK.

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 moduleat this time, you are committing to basic configuration and implementation steps within the application.

7. Repeat the above steps, if you are importing license files for multiple databases.You are now ready to add a company and assign the license file to that company.



7.2 Add Company

Use the following steps to add a company. New customers must create a new company.

1. In the Epicor Administration Console, expand your Server Management > [your server] > [yourapplication server].

2. Right-click the Companies node on select Add Company. Your option may look similar to the following:

3. In the Add New Company dialog, enter the following:

a. Enter your Company ID for your company.

b. Enter a Name for your company. It is recommended you use your legal entity name.

c. For the Installation, click the browse button (...) to select your installation license.

d. If you use Country Specific Functionality, for the Country Code, click the browse button (...) to selectyour country.

e. Enter your Currency Code.

f. Specify the Number of Decimals to use for Cost, Price, and General.



Your completed dialog may look similar to the following:

4. Click OK to save. Your new company is created. It may take a period of time to finish processing.

5. After the company is created, you can select the Companies node to view your company and properties.

6. Repeat these steps to add additional companies, if desired.

7.3 Assign License File to Existing Company

Use the following steps to assign a license file to your company. If you are a new customer, you must first createa company. If you are an existing customer, you can use these steps to add the license file to an existing company.

1. In the Epicor Administration Console, expand your Server Management > [your server] > [yourapplication server].

2. Click the Companies node. In the middle pane, double-click your company to open the Properties dialog.

3. Click the Installation browse (...) to search for a list of installation identifiers. Select the appropriate identifier.Click Select.

4. Click OK to save.

5. Repeat these steps for additional companies, if desired.

7.4 Enable Country Specific Functionality (Optional)

If you use Country Specific Functionality (CSF), use the following steps to enable and activate the required countryspecific functionality for your company.

1. Open your Epicor Administration Console.

2. In the tree view, expand your Server Management > [your server] > [your application server].

3. Select the Licensing node.

4. In the middle pane, double-click the licensing code file to open it. The Properties dialog opens.



5. Click the Country Specific Functionality tab. Select the check box for each country you want enabled.Click OK.


Note It is recommended that you carefully review the CSFs that you have selected to enable. Failureto enable your CSFs may result in possible data corruption. Also, if you enable a new CSF, you mustperform CSF configuration and implementation steps within the application. For more informationon how to perform additional configurations, review Epicor 10 Supplemental Guide and CSFFunctionality Guides.

6. Exit the Properties dialog.

7. Assign a Country to your company. To do this:

a. Select the Companies node. In the middle pane, double-click the company for which you want to assigna Country.

b. Click the Installation browse (...) to search for a list of installation identifiers. Select the appropriateidentifier. Click OK.

c. Click the Country browse (...) to search for a list of Available Country Codes. Select the appropriateCountry Code. Click Select.

d. Click OK to save.

e. Repeat these steps for additional

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