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Disclaimer
This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software is likely to be unique in their requirements in the use of such software and their business processes, users of this document are always advised to discuss the content of this document with their Epicor account manager. All information contained herein is subject to change without notice and changes to this document since printing and other important information about the software product are made or published in release notes, and you are urged to obtain the current release notes for the software product. We welcome user comments and reserve the right to revise this publication and/or make improvements or changes to the products or programs described in this publication at any time, without notice. The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance of any consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usage of the solution(s) described in this document with other Epicor software or third party products may require the purchase of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements in this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of platform and product compatibility in this document shall be considered individually in relation to the products referred to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible with both of the products running at the same time on the same platform or environment. Additionally platform or product compatibility may require the application of Epicor or third-party updates, patches and/or service packs and Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs released by third parties after the date of publication of this document. Epicor is a registered trademark and/or trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other trademarks mentioned are the property of their respective owners. Copyright Epicor Software Corporation 2011. All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of Epicor Software Corporation.
9.05.607A Revision: December 19, 2011 4:35 a.m. Total pages: 26 sys.ditaval
Contents
Contents
1 Welcome and Introduction.................................................................................................5 2 Pre-Installation Steps...........................................................................................................6
2.1 Verify Pre-Requisite Software is Installed.....................................................................................................6 2.2 Export Existing Reports (If Previous Version)................................................................................................6 2.3 Record Configuration Information (If Previous Version)...............................................................................7 2.4 Uninstall AFR (If Previous Version)..............................................................................................................8 2.5 Download Latest Updates from EPICweb...................................................................................................8
7 Post Installation.................................................................................................................22
7.1 Upgrade Financial Database (If Previous Version)......................................................................................22 7.2 Import Existing Reports (If Previous Version).............................................................................................22 7.3 Verify Credit Amount Values (If Previous Version).....................................................................................23 7.4 Refresh RDL List (If Previous Version)........................................................................................................23 7.5 Convert RDLs (If Previous Version)............................................................................................................24 7.6 Test Report Formats (If Previous Version)..................................................................................................24 7.7 Install Latest Language Pack (If Previous Version)......................................................................................24
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7.8 Configure Financial Data Security.............................................................................................................25 7.9 Migrate Microsoft Management Reporter and FRx Reports.......................................................................25
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Pre-Installation Steps
2 Pre-Installation Steps
Complete the following steps before you start the Epicor Advanced Financial Reporting installation. Use these steps if you are installing AFR for the first time, or if you are upgrading an existing AFR installation.
2. For the Report Server, verify you have the following installed: Windows 2008 or Windows 2008 R2 MS SQL Server 2008 (Standard or Enterprise) with Reporting Services Epicor Replication Server 9.05.603 or later 3GB of RAM or more 3. For the Logon Server, verify you have the following installed: Windows XP, Vista, Windows 7, Windows 2008 or Windows 2008 R2 4. For the workstation (Report Designer and Report Viewer) verify you have the following installed: Windows XP, Vista, or Windows 7 Microsoft Visual Studio 2008 - Business Intelligence Development Studio (This software is optional; it is used to edit and deploy RDLs on this workstation.) Microsoft Report Builder 2.0, available in the Microsoft SQL Server 2008 Feature Pack or from the Microsoft Download center. (This software is optional; it has the same functionality as the Microsoft Visual Studio Business Intelligence (BI Studio) but includes a Windows-type user interface for easier use. For example, after editing a report, you can just save it, you don't need to also deploy it.)
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Pre-Installation Steps
1. Login to the Report Designer. To do this, select Start > Programs > Epicor Software > Advanced Financial Reporting > Report Designer. 2. When Report Designer opens, you are prompted to select the Logon Server. Select the server that is licensed and click Connect. 3. Search and select the reports that you want to export. Note that the row sets, column sets, reporting trees and dictionaries attached to these reports are included in the export. To do this: a. From the File menu, select Search/Open > Reports. Click Search to list the available reports. Select the reports you want to export. Click OK. b. From the File menu, select Export > Reports. Enter the export File Path or click the browse button and select the file to export. c. Select the Include RDLs check box if you want to export the report definition language files along with the selected reports. Click OK. 4. If you have additional information that you want to export, use these steps to select and export the data. a. From the File menu, select Search/Open. Select one of the following options: Row Sets Column Sets Reporting Trees Dictionaries b. Click Search to list the available information. Select the data you want to export. Click OK. c. From the File menu, select Export and select the desired option. Enter the export File Path or click the browse button and select the file to export. Click OK. d. Repeat the above step to select and export the other options, if desired. 5. Exit from the Report Designer.
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2. Navigate to Epicor AFR > Version 9.05.600. 3. Download the latest AFR file to your report server. For example, download the AFR_9.05.60x.zip file. 4. Extract the .zip file contents.
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6. To begin the installation, click Next. The files are installed. 7. When complete, click Close. The AFR Logon Server installation wizard closes.
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2. In the Customer Name field, accept the default value (domain user name), or change it to another value to identify the company or person making the request. 3. Enter the values for how long you need the license. For example, enter the number of days, months or years. 4. Enter the number of concurrent users for the license for the Report Designer and Report Viewer. 5. Review the information in the text box. Note that this license only applies to the machine where the License Requester Tool is launched. 6. To select the detailed license information, click Copy to Clipboard. 7. Open your email. Create a new email to your Sales Representative. Paste in the information that is in your clipboard. Click Send to send the email. Tip Do not expect an automated response from Epicor. Your server license request requires human interaction to generate the license and email it back to you. The response time may vary, based on the situation when the request was received.
8. Click the X in the upper right corner to close the License Requester. You have successfully requested your license.
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7. Click Next. 8. From the list of logon servers found on your local network, select the server to which you want to connect. Click Next. 9. When complete, click Close. The Epicor Advanced Financial Reporting installation wizard closes.
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1. Login to the Report Designer. To do this, select Start > Programs > Epicor Software > Advanced Financial Reporting > Report Designer. 2. When Report Designer opens, you are prompted to select the Logon Server. Select the server that is licensed and click Connect. 3. To import reports, from the File menu, select Import > Exported AFR Reports. Enter the import File Path or click the browse button and select the file to import. Select the Include RDLs check box if you want to import the report definition language files along with the reports. Click OK. 4. If you want to import additional information that is not attached to the reports you just imported, use these steps to select and import the data. Additional information can include: Row Sets Column Sets Reporting Trees Dictionaries a. From the File menu, select Import > Exported AFR Reports. b. Enter the import File Path or click the browse button and select the file to import. Click OK. c. Repeat the above step to select and import other types of data, if desired. 5. From the File menu, select Save to save the imported reports, row sets, column sets, reporting trees and dictionaries. 6. Exit from the Report Designer.
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10. On the Preview dialog, select a report Database from the drop-down list, select to create a new report database. Click OK. Specify the connection details to the same database.
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2. Right-click on the Subscribers instances node and select Add Subscriber Instance. The Add Subscriber properties dialog may look similar to the following:
a. Enter a Name for the subscriber instance. b. From the drop-down menu, select AFR as the Target DB. c. Select the Start Automatically check box if you want the instance to automatically start. d. Click OK. 3. Start the subscriber instance. To do this, right-click on the subscriber instance and select Start. The status displays as "Running." 4. Initialize all tables for this instance. 5. Verify that AFR points to the correct report database. To do this: a. Navigate to Start > Programs > Epicor Software > Advanced Financial Reporter > Report Designer. b. Use the drop-down menu to select your Report Definition database. Click OK. c. Go to Tools - Settings. d. On the RDL tab, verify that the Report data Database is pointing to the database that was created in the previous steps. For example, AFR. Click OK e. On the Preview tab, verify that the Report data Database is pointing to the database that was created in the previous steps. For example, AFR. Click OK.
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6. Enter the Log Filename to the path where the reader log files will be created. 7. Click the Submit icon. 8. Close the Replication Log Reader process. 9. From the main menu, navigate to System Management > Utilities > System Agent. 10. Review the Daily Start Up tasks. Verify that the following two tasks are listed: Replication Agent Process Replication Log Reader Process 11. Select the Replication Agent Process task. On the Detail sheet, verify that the settings are correct for the Task AppServer and System AppServer. 12. Restart the Process and TaskAgent AppServers so that the tasks are run. Note You can monitor task activity using the System Monitor. To do this, navigate to System Management > Utilities > System Monitor. Review the Active tasks.
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2. Navigate to Epicor AFR > Version 9.05.600. 3. Download the latest AFR language pack file to your report server. For example, download AFR_LanguagePack*.zip file.
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2. Right-click the Epicor.AFR.Designer.exe and select Create Shortcut. 3. Right-click the Epicor.AFR.ReportViewer.exe and select Create Shortcut. 4. Right-click the Epicor.AFR.DataSecurity.exe and select Create Shortcut. 5. Right-click the Report Designer shortcut and select Properties. In the Target path, add the '-l <language>' parameter, where <language> is the language abbreviation which corresponds to the language pack. For example: C:\Program Files\Epicor Software\AFR\Epicor.AFR.Designer.exe -l fr-FR 6. Right-click the Report Viewer shortcut and select Properties. In the Target path, add the '-l <language>' parameter, where <language> is the language abbreviation which corresponds to the language pack. For example: C:\Program Files\Epicor Software\AFR\Epicor.AFR.ReportViewer.exe -l fr-FR 7. Right-click the Data Security Manager shortcut and select Properties. In the Target path, add the '-l <language>' parameter, where <language> is the language abbreviation which corresponds to the language pack. For example: C:\Program Files\Epicor Software\AFR\Epicor.AFR.DataSecurity.exe -l fr-FR 8. Drag and drop both shortcuts onto the Start menu. 9. To test the files, do the following: a. Open AFR Report Designer or Report Viewer using the new shortcuts. The localized language file is automatically loaded. b. Verify that all the user interface labels and captions are in local language.
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Post Installation
7 Post Installation
If you had a previous version of AFR installed, use these steps after upgrading to the latest version.
4. Click Yes to upgrade the database to the current AFR version. Once upgraded, the AFR Financial Data Security system connects to the database. Note If the Financial Database version you import is earlier than 9.05.603, the signs of the Credit Amount values in fiscal periods are reversed after upgrade. If the reports use periods instead of dates, you may need to revise them.
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4. If you want to import additional information that is not attached to the reports you just imported, use these steps to select and import the data. Additional information can include: Row Sets Column Sets Reporting Trees Dictionaries a. From the File menu, select Import > Exported AFR Reports. b. Enter the import File Path or click the browse button and select the file to import. Click OK. c. Repeat the above step to select and import other types of data, if desired. 5. From the File menu, select Save to save the imported reports, row sets, column sets, reporting trees and dictionaries. 6. Exit from the Report Designer.
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Post Installation
When you select this action, you activate a search of all RDLs saved to the \AFR folder that reference the current report. Note The \AFR folder is located on the server where Microsoft SQL Reporting Services is installed.
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Post Installation
b. In the Cross Brands Solutions Library navigate to Epicor Advanced Financial Reporting > Release 9.05.60x c. Select and download the "EpicorAFR_MMRConversion" document to your workstation.
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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.