Epicor ERP 10.1.400.

x Update Guide
Epicor ERP 10.1.400.x to 10.1.400.28
Disclaimer
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Epicor ERP 10.1.400.x to 10.1.400.28

Revision: March 08, 2017 9:26 a.m.
Total pages: 20
install_New.ditaval
Epicor ERP 10.1.400.x Update Guide Contents

Contents
1 Installation...........................................................................................................................4
1.1 Install Epicor ERP 10.1 Latest Update (10.1.400.x)......................................................................................4
1.2 Update Application Servers........................................................................................................................5
2 Post Installation...................................................................................................................7
2.1 Log in the First Time on the Server.............................................................................................................7
2.2 Install and Configure Task Agent...............................................................................................................9
2.3 Redeploy Extension Applications..............................................................................................................12
2.4 Install Epicor Online Help for 10.1.400.x..................................................................................................14
2.5 Add New Education Demonstration Database..........................................................................................17
2.6 Set Up ODBC Connection for Upload TranGLC Data Conversion Program................................................19

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1 Installation

Use this section of the guide to install the latest update to your Epicor ERP 10.1.400.x application. This guide is
intended to include all required sequential installation and post installation steps.
Prior to installing, be sure you create a backup of all your SQL database files. Note that this backup is part of your
standard business recovery procedures and is not directly used during the database migration process. Verify that
your backups are valid and can be restored if needed. Be sure to keep your backups in a safe location. Do not
keep your backup in the \Epicor directory.

1.1 Install Epicor ERP 10.1 Latest Update (10.1.400.x)

Use these steps to install the latest Epicor ERP 10.1 Update to your Epicor ERP 10.1 application. Updates are
identified by the sequential number added to the end of the release number, for example 10.1.400.x. Note that
as of Epicor ERP 10.1, the release file is delivered as a compressed ZIP file within the Update ZIP file.

1. Verify your environment is ready to start the installation. To do this:

Verify the Epicor Administration Console is closed.
Verify that there are no active Epicor Administration Console sessions on the server.
Verify all users are logged off the Epicor ERP application.

2. Verify that the client directory will be cleared when the update is deployed. To do this:

a. Navigate to the Client folder. For example, C:\Epicor\ERP10\ERP10.1.400.0Deployment\Client\config

b. Open the *sysconfig file.

c. Locate the <deploymentSettings> node.

d. Verify the value "always" is defined in the clearClientDir parameter. Your file should look similar to the
following:
<deploymentSettings>
<clearClientDir value="Always" options="Never|Always|Prompt" />

e. Save and close the file.

3. Log on to EPICweb Customer portal website to locate the latest Epicor ERP 10.1 update. Navigate to Products
> Epicor ERP > Downloads > Epicor ERP > Version 10.1. You can use this link: https://epicweb.epicor.c
om/products/epicor-erp/downloads.

4. Locate the latest release file related to this installation. For example UD10.1.xxx.xxxx.zip. Download the
file to your local machine. Go to the directory where you downloaded the file. Extract the file.

5. Right-click on the extracted UD10.1.xxx.xxxx.exe file and select Run as administrator. The install wizard
verifies that the install executable is compatible with your environment and then prepares for your installation.
This verification may take several minutes.

6. The Welcome window appears for installing the Epicor ERP 10.1 Update. Click Next.

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Epicor ERP 10.1.400.x Update Guide Installation

7. The Select Components window appears. Review the list of components that were installed with your base
Epicor ERP 10.1 installation. Click Next.

8. The Completing Epicor ERP 10 Update dialog appears. To begin the install of the update, click Next. The
install begins and status bars display the processing. The process may take a period of time.

9. The Epicor ERP 10.1 Update Complete window appears when the installation is complete. Keep the Launch
the Epicor Administration Console check box selected to launch the console. Click Finish.
Your Epicor ERP 10.1 update is installed. You will now use the instructions in the following sections to
complete the configuration using the Epicor Administration Console.

10. You must now apply any hot fixes that are available for this release. To do this, in the folder where you
extracted the UD10.1xxx.xxxx.zip file, verify if a release hot fix file, such as SCRxxxxxx_101400x.zip, is
available. If yes, extract the file. Use the installation instructions included into the ZIP file to apply the hot
fix. Repeat these steps for additional hot fix files.
Note For additional information on the required hot fixes, locate the Release Notes document and
review the "Release Hot Fixes" section.

1.2 Update Application Servers

Use the following steps to update your 10.1.xxx level Application Servers and redeploy your SSRS configuration
for the 10.1.400.x level.

1. In the Epicor Administration Console tree view, expand the Server Management node and select your
application server.

2. Stop the Task Agent Service:

a. From the middle pane, click the Task Agent Configuration button.

b. In the Task Agent Service Configuration dialog, from the Actions menu, select Stop Service.

c. Exit the Task Agent Service Configuration dialog.

3. Right-click on the application server and select Application Server Configuration.

4. The Application Server dialog opens to the Application Server Settings tab. Use the Deployment Version
drop-down menu to select the update ERP10.1.400.x.

5. The SSRS functionality was updated with new RDLs in version 10.1.400.12. If you are updating from a
release prior to Epicor ERP 10.1.400.12, you need to uninstall and redeploy your SSRS configuration to
import them. Select the Reporting Services tab and clear the Configure SSRS check box.

6. Click Deploy to process the update. The Deployment Status window displays a progress bar as it completes
the application server setup steps. If prompted that all users will be disconnected while the system is being
updated, verify that all users have logged out of the system and then click Yes to continue. If you are
prompted for your network credentials, click Cancel to continue. If you are importing reporting, the process
may take several minutes.

7. Reconfigure SSRS:

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a. Click the Reporting Services tab and select the Configure SSRS check box.

b. Verify that the Create DB check box is clear (not selected).

c. Verify that the Import Reports check box is selected in order to import any new reports available with
the latest release. Note that importing reports overwrites any standard reports on the deployment server.
If you have created any custom reports, verify the custom reports have unique names prior to importing.

d. Click Deploy.

8. When setup server environment is complete, a message appears saying the setup is successful. Click Close.
Click Close again to close the dialog. If you receive an error message, resolve the issue and restart these
steps to update your Application Server.

9. You must now restart your Task Agent service. To do this:

a. In the Epicor Administration Console, select your application server. From the middle pane, click the Task
Agent Configuration button.

b. In the Task Agent Service Configuration dialog, from the Actions menu, select Restart Service. Click
Yes to confirm the Task Agent service has been restarted.

c. From the Actions menu, select Start Agent.

d. Exit the Task Agent Service Configuration window.

10. The BL Tester was updated with the Epicor ERP 10.1.400.7 release. If you are updating from a release prior
to Epicor ERP 10.1.400.7 and you use the BL Tester, you must copy the BL-Tester.exe file from the updated
Utilities\BL Tester folder to your existing BL Tester folder. For example, navigate to
C:\Epicor\ERP10\ERP10.1.400.0\Updates\EpicorERP10.1.400.x\Utilities\BL Tester. Copy the BL-Tester.exe
from this folder and paste it into your existing BL Tester folder, such as %RootDir%/Deployment/Utilities.

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Epicor ERP 10.1.400.x Update Guide Post Installation

2 Post Installation

Use this section of the guide to perform steps after installing the latest Update to your Epicor ERP 10.1 application.

2.1 Log in the First Time on the Server

Use these steps to run the mandatory conversions on your Epicor ERP 10.1.400.x application the first time you
log into the Epicor server after you upgrade.

1. On your Epicor server, log into your Epicor ERP 10.1 application as a security manager. To do this, select the
ERP 101400 shortcut that was created on your desktop. Enter your security manager User name and
Password. Your Epicor ERP 10.1 application opens.

2. You are prompted that your database version needs to be updated to match your server version. For example,
if you installed the latest version of 10.1.400.x, your database is still at the previous version of 10.1.400.x
and needs to be updated. Your dialog may look similar to the following:

3. Click OK to update your database. A progress bar displays as it updates the database. Note that during the
database update, the version as well as the seed data are updated.

4. If conversions are not required, verify that your Epicor ERP 10.1 application opens.

5. If conversions are required, you are prompted to run the Data Conversion Workbench. Click Yes. From the
Actions menu, select Run Pending Conversions. A status bar displays the progress for each conversion.
Note that conversions are run on each company in the database.

a. After the conversions are complete, review the ProgStatus column to determine if the conversions ran
successfully. The status of "Complete" displays if the conversion completed successfully.

b. To view any error details, double-click the specific row. The Data Conversion Maintenance program
opens. Review the Run Log information. Note that the log file will be overwritten if the conversion is
run again. It is recommended that for each conversion you copy the text from the Run Log field to a text
file so that it can be referenced at a later time.

c. If your conversion processing had errors, resolve the issues which may include manual adjustments.
Repeat these steps to run the specific conversion.

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d. After your conversions have successfully processed, from the File menu, select Exit.

6. If you are updating from a release prior to 10.1.400.22 you must uninstall the Task Agent and then reinstall
it using the steps in the following "Install and Configure Task Agent" section. Note that uninstalling the
task agent does not remove its settings. When it is reinstalled, all of the agents that you previously had
configured will still be available.
To uninstall the Task Agent:

a. Navigate to Control Panel > Programs and Features, right-click Epicor ICE Task Agent Service
3.1.400.x and select Uninstall.

b. On the Uninstall Epicor Task Agent Service dialog, click Next. On the confirmation dialog, click Yes to
confirm the removal of the Task Agent.

c. The Task Agent is uninstalled. On the completion window, click Finish.

d. Now use the steps in the following "Install and Configure Task Agent" section to install the Task Agent.
After installing it, it is recommended that you check any weekly schedules to verify that they have the
correct next run on date set.

7. Verify if any Software Interface changes are included in this release. To do this:

a. On the EPICweb Customer portal website, locate the Release Notes for this release. For example, navigate
to Products > Epicor ERP version 10 > Documentation. Expand the Release, such as 10.1.400.x.
Expand the Deliverable = Release Document and download the Release Notes document. For example,
Epicor10_ReleaseNotes_101400x.

b. In the Software Interface Changes section, review any changes, such as:
User Interface (EpiGuid) Changes
Public Method Changes
Schema Changes

c. Use the information provided to update your application.

8. If you use Crystal Reports and you have custom reports, you must change your Custom Reports folder
location.

a. On the server where your Epicor ERP 10 is installed, navigate to your deployment directory. For example,
go to C:\Epicor\ERP10\10.1.400.x\. Open the Server\Reports folder.

b. Copy the CustomReports folder.

c. Navigate to the EpicorData folder. For example, navigate to C:\EpicorData.

d. Paste the CustomReports folder.

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2.2 Install and Configure Task Agent

Use these steps to run the Task Agent Service installer and then add a Task Agent. A task agent handles all
scheduled tasks within the Epicor application.
Important You must use these steps if you are installing a new application of Epicor ERP 10.1 or if you
are updating from a release prior to Epicor ERP 10.1.400.22. If you are updating from a previous release,
verify that you successfully uninstalled the Task Agent using the steps in the "Log in the First Time on the
Server" section.

Note When adding a task agent, you must select the Endpoint Binding for the task agent. This binding
must match what you previously defined in the Setup Environment screen when adding the Epicor
Application Server.

Task agents run against a specific database. To create a task agent, launch the Task Agent Service Configuration
for 3.1.xxx program (Where 3.1.xxx is the ICE version installed with the service). Use this program to add task
agents that run on either a local machine or a remote machine.
Note that you can install multiple versions of the Task Agent Service Configuration on the same application server.
Each version of the service has the ICE version number appended at the end of the program title. For example,
you can have both Task Agent Service Configuration for 3.0.7.0 and Task Agent Service Configuration for 3.1.400
installed on the same machine. Through this feature, you can have multiple versions of the service running at
the same time. In the control panel, each instance of the service displays as a separate icon identified by its version
number.

1. In the Epicor Administration Console tree view, navigate to Server Management > [server] > [application
server]. Your screen may look similar to the following:

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2. Click the Task Agent Configuration button. You are prompted to install the Task Agent Service. In the
Browse For Folder dialog, select one of the following based on your installation type:
New installation or Upgrade / Update from Version 10.1.400.22 and Later. Browse and select the
product version folder path. For example, select C:\Epicor\ERP10\ERP10.1.400.0. Click OK.
Upgrade / Update from Version Prior to 10.1.400.22. Browse and select the updated installer folder
path. For example, select
C:\Epicor\ERP10\ERP10.1.400.0\Updates\ERP10.1.400.xx\SupplementalInstalls\Task Agent. Click OK.

3. On the Welcome dialog, click Next.

4. In the Choose Folder dialog, select the folder where the Task Agent should be installed. The default path is
C:\Program Files (x86)\Epicor Software. Click Next. Your dialog may look similar to the following:

5. In the Program Group Name dialog, enter a Program Group Name. The default is Task Agent Service
3.1.xxx.

6. Select whether to create shortcuts for all users of this computer or only for yourself. Click Next.

7. In the Ready to Install dialog, click Next to proceed. The Epicor Task Agent Service is installed.

8. In the confirmation window, click Finish.

9. Verify that the Task Agent Service Configuration opens automatically. If it does not open, navigate to Start
> All Programs > Epicor Software > Epicor Administration Tools > Task Agent Service Configuration
for 3.1.xxx > Task Agent Service Configuration.

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10. To add a task agent service, from File, select New Task Agent. Your dialog may look similar to the following:

11. In the Add Task Agent dialog, enter a unique Name for your Task Agent. For example, ERP101TaskAgent.

12. Enter the AppServer URL to define the URL that connects the task agent to the application server (AppServer).
You can locate the AppServer URL in the URL field of the Application Server screen. Your AppServer URL
may look similar to the following: net.tcp://<app server name>/ERP10

13. Use the drop-down menu to select the Endpoint Binding for the task agent. This binding must match
what you previously defined in the Setup Environment screen when adding the Epicor Application Server.

14. Enter the Epicor ERP 10.1 User ID and User Password that the Task Agent uses to access the Epicor
application.
Note In addition to the User ID being a valid user for accessing the Epicor application, it must also
have rights to Allow Session Impersonation. Note that you set up your Task Agent User Id using
the steps in the previous section.

15. Select the Operation Timeout value to define how long, in seconds, it takes a server call to generate an
error and fail.

16. If an error occurs, the task agent will try to send the call back to the server. Select the Max Connection
Attempts value to define how many times the task agent will attempt to send the call again.

17. Select the Max Concurrent Tasks value to define how many calls the task agent can send to the application
server at the same time. Change the value to reflect the capacity of your application server.

18. If you selected UsernameSSLChannel for the Endpoint Binding, the following two check boxes become
active:
Validate WCF Certificate. Select this check box to specify that the task agent service must verify that
the Secure Sockets Layer (SSL) Certificate is valid. If you use a self-signed certificate, do not select this
check box.
DNS Endpoint Identity. Enter the expected Domain Name System (DNS) identity of the server. When
the system runs X509 SSL Certificate authentication, it uses this identity value to validate the server. If

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the SSL certificate contains a DNS Endpoint Identity with the same value, the server is valid and can be
accessed by the task agent.

19. When all the fields are complete, verify that the Enabled check box is selected.

20. Click Save. Your Task Agent is now added and enabled. A green icon indicates it is active. Your dialog may
look similar to the following:

Note If a task agent already exists for this application server and you attempt to save, you will receive
an error. To create a new task agent for this database, you must first delete the existing task agent.
After the task agent is removed, repeat these steps.

2.3 Redeploy Extension Applications

Use these steps to redeploy your existing extension applications to be compatible with the latest Epicor ERP 10.1
release. After redeploying each extension, it is ready to use; no additional configuration is required.

1. Review the table below to verify which extension applications need to be upgraded with each of the Epicor
ERP 10.1.400.x releases.

Release Epicor Epicor Epicor Epicor Epicor Epicor Epicor

10.1.400 Web Mobile Enterprise Social Education Information Sharepoint
Access Access Search Enterprise Worker Publisher
400.1 Yes No No Yes No No No
400.2 Yes Yes Yes Yes No No No
400.3, 4 Yes No No No No No No
400.5 Yes No No Yes No No No
400.6 Yes Yes No No No No No
400.7 Yes No No No Yes No No
400.8 Yes No No No No No No
400.9 Yes No No Yes No No No
400.10 Yes No No No No No No
400.11 Yes No Yes No No No No
400.12, 13 Yes No No Yes No No No
400.14 Yes No Yes No No No No
400.15 Yes No No No No Yes No

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Release Epicor Epicor Epicor Epicor Epicor Epicor Epicor

10.1.400 Web Mobile Enterprise Social Education Information Sharepoint
Access Access Search Enterprise Worker Publisher
400.16, 17, 18, Yes No No No No No No
19
400.20 Yes No No Yes No No No
400.21 Yes No No No No No No
400.22 Yes No No Yes No No No
400.23, 24, 25, Yes No No No No No No
26, 27
400.28 Yes No No No No No No

Note If you are updating your 10.1.400.0 application to the latest release, you must redeploy any
extension application that has been updated in any "point" release. For example, if you are updating
from 10.1.400.12 to 10.1.400.28, you must redeploy Epicor Enterprise Search, since it was updated
at the 10.1.400.14 release.

2. Verify your environment is ready to start the installation. To do this:

Verify the Epicor Administration Console is closed.
Verify all users are logged off the Epicor ERP application.

3. On your Epicor server, open the Epicor Administration Console. Expand Server Management > [server]
and right-click on your application server. Select Application Server Configuration to open the Application
Server - Site Properties dialog. Select the Extensions tab.

4. To redeploy Epicor Web Access, do the following:

a. Select the Web Access tab.

b. Click the Deploy button. You are prompted that the EWA website already exists from your previous
installation. You need to overwrite the website. Click Yes to confirm.

c. The Deployment Status window displays a progress bar as it validates the deployment process. When
finished, click Close.

d. Verify in the Current Deployment section that the Version has been updated.

5. To redeploy Mobile Access, do the following:

a. Select the Mobile Access tab.

b. Click the Deploy button. The Deployment Status window displays a progress bar as it validates the
deployment process. When finished, click Close.

c. Verify in the Current Deployment section that the Version has been updated.

6. To redeploy Enterprise Search, do the following:

a. Select the Enterprise Search tab.

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b. Click the Deploy button. The Deployment Status window displays a progress bar as it validates the
deployment process. When finished, click Close.

c. Verify in the Current Deployment section that the Version has been updated.

7. To redeploy Social Enterprise, do the following:

a. Select the Social Enterprise tab.

b. Click the Deploy button. The Deployment Status window displays a progress bar as it validates the
deployment process. When finished, click Close.

8. To redeploy Epicor Education, do the following:

a. Select the Epicor Education tab.

b. Click the Deploy button. The Deployment Status window displays a progress bar as it validates the
deployment process. When finished, click Close.

c. Verify in the Current Deployment section that the Version has been updated.

9. To redeploy Information Worker, do the following:

a. Select the Information Worker tab.

b. Click the Deploy button. The Deployment Status window displays a progress bar as it validates the
deployment process. When finished, click Close.

c. Verify in the Current Deployment section that the Version has been updated.

10. To reinstall Epicor Sharepoint Publisher, you must first uninstall prior to reinstalling. To do this:

a. Navigate to Start > Control Panel > Programs and Features. Select Epicor SharePoint Publisher.
Click Uninstall.. Epicor SharePoint Publisher is uninstalled.

b. Go to the directory where your Epicor ERP application 10.1.400.x update is installed. For example, go
to C:\Epicor\[product]\[product version]\Updates\[update version\SupplementalInstalls\.

c. Open the Epicor Sharepoint Publisher\x64 folder. Using the domain account, right-click the Setup.exe
file and select Run as administrator. A Setup window appears. Click Next.

d. Specify the folder for the installation of Epicor SharePoint Publisher. Select the Just Me option as the
SharePoint Publisher user. Do not select the Everyone option. Click Next.

e. On the Confirm Installation dialog, click Next. The installation begins. When complete, click Close.

2.4 Install Epicor Online Help for 10.1.400.x

Use these steps to install the Epicor ERP online help system available with this release. The Windows Search
Service feature must be installed in order to use the Epicor Help system. During the installation, if prompted to
install the Windows Search Service, use the Windows operating system Add Roles and Features wizard. Note
that the Epicor Help Installer was updated with the Epicor ERP 10.1.400.2 release. The Epicor Help content was
updated with the Epicor ERP 10.1.400.7 release.

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1. On your server, go to the EpicorHelp folder on the server where your Epicor application is installed. You
must use the updated installer, for example, go to C:\Epicor\ERP10\[product version]\Updates\[update
version]\SupplementalInstalls\EpicorHelp.
Note If you want to install the Epicor online help on a separate server, go to that server and use
remote access to navigate to the shared EpicorERP10 folder on your Epicor server. From that remote
shared folder, run the Epicor Help Installer.

2. Double-click the HelpInstaller.exe file to run it. The Epicor Help Installer dialog opens. Your dialog may
look similar to the following:

3. Select the Web Site where you want to install the Epicor help. It is recommended that you select the Default
Web Site.

4. Select the App Pool (application pool) to use for the Epicor help. You can either select an existing application
pool from the drop-down list or click New to create a new application pool used exclusively for Epicor help.

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a. If you click New, the Create New Application Pool window displays.

b. Enter the name you will use in the New App Pool Name field. This value identifies the application pool
throughout the system.

c. By default, the application pool is configured to use the Network Service account for its identity.
However if you wish to use a specific account instead, select the Use custom account for identity
check box. This activates the Domain\User Name, Password, and Confirm Password fields.

d. Enter the domain and the user account in the Domain\User Name field; for example, enter
<MyDomain>\<UserName>. To effectively connect with the server, this account must be a valid domain
account with access rights to the network. If this account is not valid, you will not be able to stop and
start the application pool.
Important If you are connecting to an application server that uses the Windows endpoint, be
sure the application pool you select is configured with a domain user account linked to a valid
Epicor user account (this means the Epicor user record has the Domain and Domain ID fields
entered). If this account is not linked to an Epicor user account, you will receive a "Service
Authorization failed" error during installation. To link an Epicor user account to a domain account,
in your Epicor ERP application, go to System Setup > Security Maintenance and open User Account
Security Maintenance.

e. Click the Create New Pool button. The new application pool is created.
Tip For information on how to configure the application pool, review the Add Epicor Application
Server section in the Epicor ERP 10.1 Installation Guide, or the application server topics in the Epicor
Administration Console help system.

5. If you select an existing application pool, this application pool is configured to use the Network Service
account for its identity by default. If you wish to use a specific account instead, select the Use custom
account for identity check box. This activates the Domain\User Name, Password, and Confirm Password
fields.

6. As described previously in the Create New Application Pool steps, you must enter a valid domain account
with access rights to the network. If you are connecting to an application server that uses the Windows
endpoint, this domain user account must also be linked to a valid Epicor user account. You link an Epicor
user account to a domain account in User Account Security Maintenance; this program is located within
the Epicor ERP application.

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Epicor ERP 10.1.400.x Update Guide Post Installation

7. Enter the Alias you want to use to gain access to the help system. The alias is used as part of the help server
URL. Do not use spaces. The default alias is EpicorHelp.

8. Enter the Directory which can be any folder on the server. For example, if you have a directory on your
server where you host Web Content, such as C:\Inetpub\wwwroot, you can enter
C:\Inetpub\wwwroot\EpicorHelp to install the help to that directory. If the directory does not exist, the
installer creates it. You can install a new help system to an existing directory by clicking Browse.

9. For Session Timeout, accept the default or adjust the user session timeout value. This value defines the
lifetime of a cookie in the Epicor Help browser. When the cookie expires, the browser must be refreshed or
closed and reopened again.

10. In the Help URL section, click Copy URL to copy the Help URL to your Windows clipboard so that you can
then paste it into the Company Maintenance program in a later step.

11. Click Create.

Note If the Help Site Already Exists dialog appears, you must decide if you want to reinstall or update
the help installation. Click Reinstall to remove the existing Help site and reinstall a new Help site or
click Update to update the current Help site with the new help files. You can also click Cancel to
cancel the help installer update.

Note If any entries were not valid, a warning icon appears next to the invalid field. Enter a valid entry
in the field and click Create again.

12. After a message displays that the site has been created, close the Epicor Help Installer.

13. Log into your Epicor ERP 10 application. Open System Setup > Company / Site Maintenance > Company
Maintenance . On the General Settings tab, in the Help section, put your cursor in the Epicor Help URL
field. Right-click and select Paste to enter the URL from your Windows clipboard into the field. Click Save.

2.5 Add New Education Demonstration Database

Use these steps to add a new demonstration database.

1. Notify Epicor Education users that the application server will be offline for one hour.

2. In your Epicor ERP 10 application, navigate to System Setup > Company/Sight Maintenance > Company
Maintenance. In the Help section, copy the Epicor Help URL and Education Courses URL field values
to Notepad.

3. Add a new education demonstration database:

a. In Epicor Administration Console, expand Database Server Management. Right-click on your

Server/Instance and select Add Demo Database.

b. Enter a Name for your database. For example, enter EducationDB.

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

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Post Installation Epicor ERP 10.1.400.x Update Guide

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

d. 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. During
the creation of the database, progress is displayed using green check marks next to the task.

e. After completion, click Close.

4. Deploy your education application server with the new demonstration database:

a. Navigate to Server Management > [server] and select the application server you use for Education
purposes. In the Action s pane, click Application Server Configuration.

b. Click the Database Connection tab. Enter the necessary credentials to access your SQL Server instance.

c. From the Database drop-down list, select the demonstration database you created. For example, select
EducationDB.

d. Click Deploy.

e. When deployment is complete, click Close. Exit the Epicor Administration Console.

5. Import new education license:

a. Launch Epicor Administration Console. Navigate to Server Management > [server] > [application
server] > Licensing.

b. Right-click the Licensing node and select Import License File. Browse to the location where you
previously downloaded the education license file. Select the file and click Open to import the file. Your
license displays in the middle pane.

c. Right-click your license and select Properties. Select the Modules tab and click the Enable All Licensed
Modules button at the top.

d. In the License Properties dialog, click OK.

6. Apply the license to your companies:

a. Click the Companies node.

b. Right-click your company and select Properties.

c. Click the Browse (...) button next to the Installation field and select the license you imported in previous
step. Click the Select button.

d. In the Company Properties dialog, click OK.

e. Repeat the steps for all your companies.

7. Login to your Epicor ERP 10 application with your Demo database system administrator credentials. For
example, enter epicor/epicor. The system prompts to upgrade database and run conversions. Click Yes to
both.

8. When upgrades and conversions are complete, re-login to the application with user credentials.

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9. Navigate to System Setup > Company/Sight Maintenance > Company Maintenance. In the Help
section, enter the Epicor Help URL and Education Courses URL field values from Notepad.

10. Use SQL Server Management Studio to back up the new database. Label it with you current Epicor ERP
Update version. For example, 10.1.400.14.

11. Notify Epicor Education users that the application server is back online.

2.6 Set Up ODBC Connection for Upload TranGLC Data Conversion Program

Use these steps to set up the ODBC connection that is required for the Upload TranGLC Data conversion program.
Conversion program Upload TranGLC Data is used to convert links between GL and sub-ledger data when
upgrading from Vantage 8.03 or earlier to Epicor ERP 10.1. Transactions posted within the last 45 days of operation
are converted automatically by conversion program 10080 when the database is upgraded from Vantage 8.03
to Epicor 9.04. If older transactions also need to be upgraded, you must manually run the Upload TranGLC
Data conversion after the upgrade to Epicor ERP 10.1 is complete. For information on how to use the Upload
TranGLC Data conversion program, refer to Epicor ERP 10 online help. Before you can run the UploadGLC Data
conversion program, you must set up an ODBC connection using the steps below.

1. Navigate to Control Panel > Administration > Data Sources (ODBC).

2. Click the Drivers tab and verify that Progress driver, for example, the Progress OpenEdge 10.2A driver, is
available in the list. If the Progress driver is not installed, refer to OpenEdge documentation for details on
how to install it.

3. Depending on the platform for which the installed Progress driver is designed, you may need to use either
32- or 64-bit version of Data Sources (ODBC): %windir%\system32\odbcad32.exe or
%windir%\SysWOW64\odbcad32.exe. To do this:

a. Navigate to Control Panel > Administration > Internet Information Services (IIS) Manager.

b. In the tree view, select [your server] > Application Pools. In the Application Pools list, right-click the
application pool associated with your Epicor application server and select Advanced Settings.

c. Click the down arrow next to the Enable 32-Bit Applications field and select True.

d. Click OK.

4. Back in Data Sources (ODBC) Administrator, navigate to the System DSN sheet and click Add.

5. Select your Progress driver and click Finish.

6. The ODBC Progress OpenEdge Wire Protocol Driver Setup dialog displays. Specify the required connection
properties on the General sheet and leave other options with default values. Click the Test Connect button
to verify connection.

7. Click OK.

Epicor ERP 10.1.400.x to 10.1.400.28 19

 Additional information is available at the Education and
Documentation areas of the EPICweb Customer Portal. To access
this site, you need a Site ID and an EPICweb account. To create an
account, go to http://support.epicor.com.