Download Epicor10_NewInstallGuide_101500.pdf PDF

TagsTechnology Microsoft Windows World Wide Web Microsoft Sql Server Internet Information Services
File Size3.0 MB
Total Pages145
Table of Contents
Getting Started
	1. Review Epicor ERP Flows
		1.1 Review Installation Flow
	2. Verify Prerequisites
		2.1 Verify Access to EPICweb
		2.2 Review Release Documents
		2.3 Verify Windows Operating System Requirements
		2.4 Verify SQL Server Install and Features
		2.5 Configure Server Roles (Windows Server 2012 and 2008/R2)
		2.6 Configure Server Roles (Windows Server 2016)
		2.7 Verify SSRS Prerequisites
		2.8 Set Up Test Environment
Installation and Configuration
	3. Install the Epicor ERP 10.1 Application
		3.1 Prepare SQL Server Login Account
		3.2 Install Epicor ERP 10.1 Server
		3.3 Install Epicor ERP 10.1.500.x Latest Update
	4. Configure Epicor Database
		4.1 Add Epicor Database Server
		4.2 Add Epicor Database
		4.3 Configure Epicor ERP SQL Server Login Account
	5. Configure Epicor Server and Application Server
		5.1 Determine Authentication Option (Endpoint Binding)
			5.1.1 Generate Self-Signed SSL Security Certificate (If Using UserNameSSLChannel and HttpBinaryUsernameSslChannel)
		5.2 Add Epicor Server
		5.3 Add Epicor Application Server
		5.4 Import License File and Enable Modules
		5.5 Add Company
	6. Log In the First Time
		6.1 Set Up System Agent
			6.1.1 Create System Agent User Account
			6.1.2 Create System Agent
		6.2 Install and Configure Task Agent
		6.3 Verify SQL Search Services for Full-Text Search
		6.4 Test System and Repeat Installation
	7. Install Epicor ERP Extension Applications
		7.1 Install Epicor Web Access
		7.2 Install Epicor Mobile Access
		7.3 Install Epicor Enterprise Search
		7.4 Install Epicor Social Enterprise
		7.5 Install Embedded Education Courses
		7.6 Install Epicor Information Worker
		7.7 Install Epicor Online Help System
		7.8 Install Epicor SharePoint Publisher
	8. Configure Epicor ERP Extension Applications
		8.1 Deploy and Configure Epicor Web Access
			8.1.1 Assign EpicorWebAccess Folder Properties and Sharing
			8.1.2 Assign Resources Folder Properties and Sharing
			8.1.3 Deploy Epicor Web Access Forms
			8.1.4 Set Up Initial Configuration of Epicor Web Access
			8.1.5 Install Epicor Lightweight Client
			8.1.6 Configure EWA Reporting URL Display Features
				Configure PDF: Windows Server 2008 R2 Web Server
				Configure XLS: Windows Server 2008 R2 Web Server
			8.1.7 Generate Web Forms for User Dashboards
			8.1.8 Generate Web Forms for Customized and Localized Application Forms
			8.1.9 Review Supported Browsers and Configuration
			8.1.10 Set Up EWA Compression (Windows Server 2008 R2 only)
			8.1.11 Install Crystal Reports Embedded Server 2013 (optional)
		8.2 Configure Epicor Mobile Access
			8.2.1 Configure Epicor Mobile Access User
			8.2.2 Assign Data Folder Properties and Sharing
		8.3 Configure Epicor Enterprise Search
			8.3.1 Register Enterprise Search Server
			8.3.2 Rebuild Search Index
			8.3.3 Scheduled Tasks
				Use Pre-defined Schedule to Rebuild All Indexes
				Schedule Search Index Rebuild Manually
			8.3.4 Enable Search Index
			8.3.5 Enable Epicor Search Anywhere for Users
			8.3.6 Re-create Search Index Definition (If Needed)
		8.4 Configure Epicor Social Enterprise
			8.4.1 Log In to Epicor Social Enterprise
			8.4.2 Create Notification Source
			8.4.3 Configure Email Server
			8.4.4 Configure Web Site URL
			8.4.5 Configure Twitter Credentials (Optional)
			8.4.6 Configure Message Editing (Optional)
			8.4.7 Invite Users
		8.5 Configure Epicor Education Module
			8.5.1 Enable Education Module
		8.6 Configure Epicor Information Worker
			8.6.1 Generate Server Components for BAQs
			8.6.2 Deploy Alternate Contact Data Source
			8.6.3 Set Up Information Worker Clients
			8.6.4 Troubleshooting Installation Errors
		8.7 Configure Epicor Sharepoint Publisher
	9. Install Epicor ERP 10.1 Client on a Workstation
		9.1 Install .NET Framework 4.6.1 or Later (Client)
		9.2 Install Crystal .NET SDK Runtime (EWA Client optional)
		9.3 Install Epicor ERP 10.1 Client Software
Supplemental Installations
	10. Install Microsoft Service Bus 1.1
		10.1 Install Service Bus in a Test Environment
		10.2 Install Service Bus in a Production Environment
	11. Install Languages
		11.1 Install Language File
		11.2 Change Language Settings
	12. Configure Country Specific Functionality (CSF)
		12.1 Review CSFs in Epicor ERP 10.1
		12.2 Additional Post-Migration Steps for CSFs
		12.3 Install CSF Language File
	13. Install Performance and Diagnostic Tool
	14. Configure Application Request Routing
		14.1 Install and Configure Application Request Routing
		14.2 Create Certificates
		14.3 Set Up HttpsOffloadBinaryUserNameChannel Server
		14.4 Set Up HttpsBinaryUserNameChannel Server
		14.5 Configure Application Servers
		14.6 Add Certificates
			14.6.1 Add Certificate for Default Website
			14.6.2 Add Self-Signed Certificates (Test Environment)
		14.7 Manage Load Balance
			14.7.1 Route Specific Calls to Server Farm
			14.7.2 Test Load Balance
	15. Manual Installation and Conversion Issues
		15.1 Verify Temporary Files Do Not Exist
		15.2 Manually Install Epicor Administration Console
		15.3 Manually Set Up Information Worker Configuration
	16. Implement Single Sign On
		16.1 Set Up Automatic Sign On (Epicor Account)
		16.2 Set Up Single Sign On (Windows Account)
			16.2.1 Set Up User Account
			16.2.2 Configure the Server
			16.2.3 Configure the Application Server
			16.2.4 Configure the Client
	17. Changing or Uninstalling Epicor ERP 10.1 Application
		17.1 Add or Remove Program Features
		17.2 Uninstall Epicor ERP 10.1 Application
		17.3 Uninstall Epicor ERP 10.1 Client
		17.4 Uninstall Epicor ERP Application Extensions
	18. Troubleshooting
		18.1 Review Error Message Resolutions
		18.2 Restore Demonstration Database
		18.3 Increase Number of Threads Available to SQL Server
		18.4 Change Free Memory Requirement
		18.5 Manage LOB Data Replication

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