E9 to E10 – Day 4: Configuration

Configuration…

Well I’m hoping to get the final configuration of the Live database done today and possibly add the Demonstration database. It took 112 minutes to convert E9 to E10 and the only failures we encountered were for external BAQs that looked at SQL views. The schema change from dbo to erp, etc., means that the queries cant find the fields they are looking for so they’ll have to be recreated unless I can find some clever way to convert them.

First off, add an Epicor Server. Right-click the Server Management node, select Add Epicor Server, enter the name of the server I’ve installed the application on and click the Ping Server button. Success, server located.

Next up, add an Epicor Application Server. Another right-click, this time on the Epicor Server I’ve just added and select Add Application Server. In the dialog there are 4 tabs.

On the Application Server Settings I’ve changed the Application Name to ERP10 and the Net TCP Binding Configuration filed to UserNameWindowsChannel. I’ve created a Custom Directory in the ERP10 directory and added that location.

 

Once the connection is established I need to go back and Regenerate DataModel as I’ve migrated data. This is done with a right-click on the database under Database Server Management. This took 5 minutes to complete.

With my Application Server setup complete I next need to apply my license file. This is an Epicor 10 specific license so you’ll need to ask Epicor for one. License applied and Companies assigned that’s the basic installation complete (I hope) so on to the Post Installation tasks.

Post Installation Tasks…

The first time you log into Epicor 10 you’ll be informed that some mandatory conversions need to be run. In my system they took around 20 minutes to complete. I have issues with some BAQs and related BPMs where they are updatable. I’ll revisit these when my configuration is complete and work through them to get them to work. You can view the issues by double-clicking the conversion that had errors.

Setting up the Task Agent proved pretty straight-forward. My System Task Agent user is “print” so I set that and “manager” to Allow Session Impersonation and used that as the Username and Password when I created my Task Agent.

I then went on to deploy my Assembly Dashboards without any issues and validated my customisations. I’d suggest if you don’t need them and have them then I’d delete all Personalisations as they may fail validation. Its probably a good idea to start with fresh screens as layouts may have changed since your users personalised them in Epicor 9. I used the Personalisation Purge procedure from System Management – Purge/Cleanup Routines.

Well, I’m off for a well-deserved break now, I’ve left the installation at this point as it’s as good a place as any, catch you in a couple of weeks…

 

Owner / Technical Consultant at BPM Technical Solutions

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