Epicor ICE for Eclipse Installation Guide · Epicor ICE for Eclipse Installation Guide ... and you are urged to obtain the current release ... 7.4 Set Up Compression for Performance

Epicor ICE for Eclipse Installation GuideEpicor ICE for Eclipse

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 2013.All rights reserved. No part of this publication may be reproduced in any form without the prior written consent ofEpicor Software Corporation.

Epicor ICE for Eclipse

Revision: June 24, 2013 7:19 a.m.

Total pages: 51

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Contents

Part I: Getting Started......................................................................................5

Chapter 1: Verify Prerequisites...................................................................51.1 Verify Hardware Requirements............................................................................................................5

1.2 Verify Software Requirements.............................................................................................................6

Chapter 2: Configure Server Roles.............................................................82.1 Configure Application Server Role.......................................................................................................8

2.1.1 Using Windows Server 2008 R2................................................................................................8

2.1.2 Using Windows Server 2012.....................................................................................................9

2.2 Configure File Services Role................................................................................................................9

2.3 Configure Web Server Role...............................................................................................................10

Part II: Installation and Configuration..........................................................12

Chapter 3: Verify Eclipse Installation.......................................................123.1 Verify Eclipse Application Version......................................................................................................12

3.2 Create Eclipse User...........................................................................................................................12

Chapter 4: Install Epicor Data Warehouse...............................................134.1 Install Epicor Data Warehouse...........................................................................................................13

4.2 Configure SQL Replication................................................................................................................18

Chapter 5: Install and Configure Epicor ICE.............................................205.1 Prepare SQL Server Login Account....................................................................................................20

5.2 Install Epicor ICE 3.0.........................................................................................................................20

5.3 Configure Epicor ICE SQL Server Login Account................................................................................26

5.4 Install Epicor ICE Help Content Pack..................................................................................................26

5.5 Install Epicor ICE Client on Workstation (Optional)............................................................................27

5.6 Add Epicor ICE and Application Server Connections..........................................................................28

5.7 Import License Files...........................................................................................................................29

5.8 Assign License File to Default Company............................................................................................30

5.9 Add Company and Assign License File..............................................................................................30

5.10 Launch Epicor ICE 3.0.....................................................................................................................31

5.11 Create Datasource Type..................................................................................................................32

5.12 Create Datasource..........................................................................................................................33

3Epicor ICE for Eclipse

ContentsEpicor ICE for Eclipse Installation Guide

5.13 Configure Your Company...............................................................................................................33

5.14 Import and Maintain Users..............................................................................................................34

5.14.1 Create BAQ to Retrieve User Data for Import........................................................................34

5.14.2 Run External Data Source User Import Wizard.......................................................................38

Chapter 6: Configure Epicor ICE Supplemental Installations.................426.1 Configure Epicor Mobile Access........................................................................................................42

6.1.1 Configure EMA User...............................................................................................................42

6.1.2 Assign Data Folder Properties and Sharing..............................................................................42

6.2 Configure Epicor Web Access...........................................................................................................43

6.2.1 Assign Resource Folder Properties and Sharing........................................................................43

6.2.2 Setup Epicor Web Access........................................................................................................43

Part III: Post-Installation.................................................................................45

Chapter 7: Troubleshooting......................................................................457.1 Test BAQ Connectivity......................................................................................................................45

7.2 Unable to Load Epicor Admin Console..............................................................................................45

7.3 Review Supported Browsers and Configuration.................................................................................46

7.4 Set Up Compression for Performance Tuning....................................................................................46

7.5 Set EWA Server Timeout...................................................................................................................47

7.6 Create EWA Site From Command Line..............................................................................................48

Epicor ICE for Eclipse4

Epicor ICE for Eclipse Installation GuideContents

Part I: Getting StartedWelcome to the Epicor Internet Component Environment (ICE) with Eclipse Configuration Guide. Use this guideto install and configure the applications required to use the Eclipse application with Epicor ICE.

Review the process flow as an outline of what is required to install and configure Eclipse with Epicor ICE.

Chapter 1: Verify Prerequisites

Use this section to review the prerequisite tasks that must be completed prior to installing your Epicor applications.

1.1 Verify Hardware Requirements

Use this section to review the recommended hardware requirements for using Epicor ICE on your server.

1. Review the minimum hardware sizing requirements for your server.

minimum required CPU is 4 cores

minimum required RAM is 12 GB

minimum required Storage is 200 GB

Note It is highly recommended that you review the latest hardware sizing information related to thisrelease to ensure that you have the required hardware available for your installation. For example, ifyour Eclipse database is large due to high volume or a long history than you may require more than200 GB storage.

2. Verify that your hardware is ready for the software installation. For example, be sure two servers are availableif you want to install Eclipse SQL Replication on a separate server than Epicor ICE.


Getting StartedEpicor ICE for Eclipse Installation Guide

1.2 Verify Software Requirements

Use this section to review the required software that must be installed prior to installing Epicor ICE.

1. Verify you have Eclipse 8.7.5 or later installed on your server. To do this, open your Eclipse application.For Solar, from the Help menu, select About. Review the version information.

2. Verify you have Universe 11.1.4 or later installed. To do this, within Eterm, type: F2 > TCL > sh> uv -version.Verify that the version displayed is 11.1.4 or later.

3. Verify you have received your Subscriber domain and Epicor ICE license keys. This information is includedin your Installation Service request and is required during the installation process.

4. Verify you have Windows Server 2008 R2 or Windows Server 2012 installed on your server.

5. Verify that .NET 4.0 or .NET 4.5 is installed on your server. To do this:

Using Windows Server 2008 R2, navigate to Start > Control Panel > Programs and Features andreview the list of installed programs. If it is not installed, go to the Microsoft Download Center websiteand download the latest version of .NET 4.0 or 4.5. Use the instructions provided on the website to guideyou through the installation process.

Using Windows Server 2012, in Server Manager, select Add roles and features > Features and verifythat .NET 4.5 is installed. If it is not installed, select the Install check box and follow the instructions ofthe Server Manager to complete the installation.

Important Note that .NET 4.0 or 4.5 must be installed prior to installing Internet Information Services(IIS).

6. Verify you have SQL Server 2008 R2 or SQL Server 2012 installed on your server.

7. Verify that you know your SQL Admin user account and password for accessing the Microsoft SQL ServerManagement Studio. This user account is for the SQL instance on the ICE server. Note that you also needto know your SQL Server and instance names.

8. Verify you have SQL Data Replication installed on your Eclipse server. To do this, within Eterm, type: F2> Custom > SQL Replication.

9. If you are running Internet Explorer, you must turn off Internet Explorer ESC (Enhanced Security Configuration).Based on your company policies, you should change this setting back after the installation.

a. Open your Server Manager. Navigate to the Server Summary > Security Information section.

b. Select the Configure IE ESC option. Change your properties for Administrators and Users.

10. Verify that API port 8180 and Data Port 3000 are open in the firewall. If you are using the built-in Windowsfirewall:

On Windows Server 2008 R2, navigate to Start > Control Panel > Administrative Tools > WindowsFirewall with Advanced Security.

On Windows Server 2012, navigate to Control Panel > System and Security > Windows Firewall> Advanced Settings.


Epicor ICE for Eclipse Installation GuideGetting Started

11. If you want to turn off or disable your operating system firewall, select the Windows Firewall option.Click the Windows Firewall Properties link to modify your settings, if desired. Based on your company policies,you can change these settings back after the installation. Note that this is an optional recommendation.



Chapter 2: Configure Server Roles

Use the following steps to configure Server Roles. The following server roles are required: Application Server, FilesServices, and Web Server (IIS). Note that if the server roles already exist, you can still review the list of role features toverify that your roles are configured properly.

2.1 Configure Application Server Role

Depending on your Windows Server version, use one of the sections below to configure the Application Serverrole.

2.1.1 Using Windows Server 2008 R2

Use these steps to configure the Application Server role using Windows Server 2008 R2.

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

2. In the Roles Summary section, verify if the Application Server role is listed.

3. If the Application Server role is not listed, use the following steps to add the role services:

a. Click Add Roles and click Next.

b. On the Select Server Roles dialog, select Application Server. If the Add Roles Wizard opens, click theAdd Required Features button to add the listed features. For example, features may include the .NETFramework 3.5.1 and Windows Process Activation Service. Click Next.

c. On the Introduction to Application Server dialog, review the noted comments and click Next. On theSelect Role Services dialog, notice that .NET Framework 3.5.1 is already selected for you. Select theseadditional options and click Next:

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

d. Click Next. Then, click Install. The Application Server Role and features are installed.

4. If the Application Server role is listed, click the Add Role Services link on the right side. Use the list fromStep 3c above to verify that the required Application Server role services have been installed.

5. Click Close.



2.1.2 Using Windows Server 2012

Use these steps to configure the Application Server role using Windows Server 2012.

1. On the server, open Server Manager. In the left pane, select the App Server node.

2. In the Roles and Features section, verify if the Application Server role is listed.

3. If the Application Server role is not listed, use the following steps to add the role services:

a. From the Manage menu, select Add Roles and Features. The Add Roles and Features Wizard appears.

b. Review the pre-requisites. Select the Role-based or feature-based installation type. Then select a serverfrom the server pool and click Next.

c. On the Server Roles dialog, notice that .NET Framework 4.5 is already selected for you. Select theseadditional options and click Next:

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

d. On the Features dialog, accept the defaults and click Next. Then, click Install. The Application Serverrole and features are installed.

4. If the Application Server role is listed, in the same section verify that the required Application Server roleservices have been installed. You can find the list of the required Application Server role services in Step 3cabove.

5. Click Close.

2.2 Configure File Services Role

Use these steps to configure the File Services role.


2. In the Roles Summary section, verify if the File Services role is listed.

If this role is not listed, use the following steps to add the roles services.

If the role is listed, click the Add Role Services link on the right side. Then use the step below regardingthe File Services dialog to verify that the required File Services role services have been installed.



3. Click Add Roles and click Next.

4. On the Introduction to File Services dialog, review the noted comments and click Next.

5. On the Select Server Roles dialog, select File Services. Click Next.

6. On the Select Roles Services dialog, select File Server check box and click Next.

7. Click Next. Then, click Install. The roles, role services or features are installed.

8. Click Close.

2.3 Configure Web Server Role

Use these steps to configure the Web Server role.


2. In the Roles Summary section, verify if the Web Server role is listed.

If this role is not listed, use the following steps to add the roles services.

If the role is listed, click the Add Role Services link on the right side. Then use the step below regardingthe Web Server dialog to verify that the required Web Server role services have been installed.

3. Click Add Roles and click Next.

4. On the Select Server Roles dialog, select Web Server (IIS). Click Next.

5. On the Introduction to Web Services (IIS) dialog, review the noted comments and click Next.

6. On the Select Role Services dialog, select following options:

Common HTTP Features:

Static Content

Default Document

Directory Browsing

HTTP Errors

HTTP Redirection

Application Development:

ASP.NET

.NET Extensibility

ASP

CGI

ISAPI Extensions (if prompted to install dependencies, select Add Required Role Services and thencontinue)

ISAPI Filters

Server Side Includes



Health and Diagnostics:

HTTP Logging

Logging Tools

Request Monitor

Tracing

Custom Logging

ODBC logging

Security:

Basic Authentication

Windows Authentication

Digest Authentication

Client Certificate Mapping Authentication

IIS Client Certificate Mapping Authentication

URL Authorization

Request Filtering

IP and Domain Restrictions

Performance

Static Content Compression

Management Tools

IIS Management Console

IIS 6 Management Compatibility

FTP Server

FTP Service

FTP Extensibility

7. Click Next. Then, click Install. The roles, role services or features are installed.

8. Click Close.



Part II: Installation and ConfigurationThis part of the guide explains how to install and configure the applications required to use the Eclipse applicationwith Epicor ICE.

Chapter 3: Verify Eclipse Installation

This part of the guide explains how to verify your Eclipse application for use with Epicor ICE.

3.1 Verify Eclipse Application Version

Use the following steps to verify the version of your Eclipse application.

1. Open your Eclipse application.

2. Verify the version of your Eclipse application.

Important Your Eclipse application must be 8.7.5 or later.

3.2 Create Eclipse User

Use the following steps to create an Eclipse user.

1. At the Unix command prompt, type: F2 > F > U > U.

Note F2 stands for System, F stands for System Files, U stands for User Controls, U stands for UserMaintenance.

2. Create an Eclipse User called ICE.

Note User must have Super User Authorization Key assigned.


Epicor ICE for Eclipse Installation GuideInstallation and Configuration

Chapter 4: Install Epicor Data Warehouse

Use these steps to install the Epicor Data Warehouse application onto your server.

4.1 Install Epicor Data Warehouse

1. Go to your customer portal site to download the latest Epicor Data Warehouse installer. The installer islocated in the Download Center of the Support Section of the website, which can be accessed using thefollowing link: http://wdncustomer.activant.com/cws/support/fileCenter/home.do.

2. Once there, open the ICE folder and download the Epicor.Datawarehouse.Install.v*.exe file where v*is the latest version. Right-click the file and select Run as Administrator.

3. The Epicor Data Warehouse Welcome dialog displays. Click the Next arrow.

4. The Select Destination Location dialog displays. Enter the location where you want to install the DataWarehouse. Note that you can only select the drive on which to install the software. The directory structuremust remain unchanged. Click the Next arrow.

Note If you are upgrading, make sure you select the drive where your existing installation is located.Your previous selections are retained and are displayed for each step. Click the Next arrow at eachstep to accept the existing settings and complete the upgrade.

5. The system verifies the location and confirms the install is ready to begin. Click Install. The files are installed.

Note If prompted that the system requires IIS 7 to continue the installation process, click OK. Referto the Prerequisites section for instructions to install IIS. You will need to restart the installation.

6. On the Customer Record dialog, enter your Domain Name. For the Name Your Account, enter the nameof your account in the Data Warehouse. Click the Next arrow. Your entry is validated against the subscriberdata. If it does not match, an error displays.

Your dialog may look similar to the following:


Installation and ConfigurationEpicor ICE for Eclipse Installation Guide

http://wdncustomer.activant.com/cws/support/fileCenter/home.do

7. On the ERP API Connection dialog, do the following:

Note The ERP API Connection dialog is only displayed if you purchased the Customer Profit Analyzer(CPA).

a. Enter the Server to identify the server where your ERP system is installed.

b. Enter the Port (http) and Port (https) to identify where the ERP system is installed.

c. For the User Name and Password, enter a valid ERP user name and password. This must be the ERPsystem account that you verified in the Prerequisites section of this guide.

d. Enter the API Shared Key for your ERP system. This must match the API Shared Key retrieved from yourERP system. To find your API shared key, you can do the following:

Use a browser to go to your Eclipse production environment. For example, https://:2443/api/docs/Console.html.

Note The URL is case-sensitive; the "C" in "Console" must be capitalized. If you cannot accessthe API Shared Key information using Internet Explorer, try using another browser such asChrome or Firefox.

Enter a valid admin Eclipse User and Password.

Copy the Client Secret text string and paste it into the API Shared Key field. Your dialog may looksimilar to the following:



https://%3ceclipse_jboss_server%3e:2443/api/docs/Console.htmlhttps://%3ceclipse_jboss_server%3e:2443/api/docs/Console.html

e. Click the Next arrow. The Data Warehouse application attempts to use your account information tovalidate the connection to your ERP system through the Api connection. If a connection is successful,the installation continues. If a connection is not successful, you are prompted with the ERP API Connectiondialog where you need to validate your configuration entries and try again.

8. On the SQL Server Location dialog, enter the name of the Server and Port to identify the SQL Server whereyou want to store the data warehouse databases. For the User Name and Password you must enter a validSQL Server login, for example your SQL Server system account. Click the Next arrow.

Note It is recommended that you record the Server Name and Port. You will be required to enterthese values later during the installation of Customer Profit Analyzer.


9. On the Web Server Information dialog, the website configuration information is displayed.

a. The Port defaults to 8180. You can change this port, if necessary.

b. The Data Warehouse Home Page URL defaults to the URL home page for the machine where you areinstalling Data Warehouse. You can copy and save the URL to your desktop to quickly access versioninformation, if desired.

c. Click the Next arrow.




10. The Data Warehouse FTP Gateway Information dialog displays. Review the FTP information, including theFTP Site Name and Data Warehouse FTP Gateway. Click the Next arrow.


11. If you are upgrading from a previous installation, you may be prompted with the Upgrade Databasesdialog. Review the list of production (environment) databases that will be upgraded to the latest version ofthe database schema. Click the Next arrow.

Note If this is a new installation, you are not prompted with this dialog.




12. If you are licensed for the Data Warehouse SQL Replication, the Replication Server dialog displays. Selectthe Enable Replication check box if you want to enable the real-time data replication. In the Port field,enter the port number you want to use for SQL data replication. Click the Next arrow.


13. On the Run Setup dialog, review the steps that will be performed during the upgrade. Click Run Setup.The system status bar indicates the progress of the setup. Blue check marks are used to show when a processis completed.




14. The Setup Complete dialog displays. To review the upgrade log file, you can click the Log File link to openthe file. To exit from the dialog, click the X button.


The Data Warehouse installation is complete.

4.2 Configure SQL Replication

Use the following steps to configure SQL Replication to work with your application.

1. Within the Eclipse application, open the SQL Server Configuration. Your screen may look similar to thefollowing:



2. For your SQL Server Configuration, enter the following:

IP Address. Enter the address of the SQL Server where the Epicor DataWarehouse was installed.

API Port. Enter the port that you specified when the DataWarehouse was installed. The default is 8180.

Data Port. Enter the port that you specified for the SQL Data Replication port when the DataWarehousewas installed. The default is 3000.

Domain. Enter the Domain Name that you specified on the Customer Record when the DataWarehousewas installed.

Database Name. Enter the Database Name. The Domain and the Database Name form the SQL DatabaseName. For example: EDW_DomainName_DatabaseName.

Login. Enter the Eclipse user named "ICE" that was created in the 3.2 Create Eclipse User section ofthis guide.

Password. Enter the Eclipse user password.

Shared Key. Copy and paste the Client Secret found within the API Console screen. To do this:

Use a browser to go to your Eclipse production environment. For example, https://:2443/api/docs/Console.html

Enter a valid admin Eclipse User and Password.

Copy the Client Secret text string and paste it into the API Shared Key field. Your dialog may looksimilar to the following:

Note When prompted for login and password, use the Eclipse user "ICE" that was created in the3.2 Create Eclipse User section of this guide.

3. Verify all the information is entered. Press the ALT+C keys to create the database.

4. Close the SQL Server Configuration.



https://%3ceclipse_jboss_server%3e:2443/api/docs/Console.htmlhttps://%3ceclipse_jboss_server%3e:2443/api/docs/Console.html

Chapter 5: Install and Configure Epicor ICE

This part of the guide explains how to install Epicor ICE framework on your server and link it to your SQL server. It alsoincludes instructions for configuring Epicor ICE from importing license codes to adding users to a company.

During the installation, you can choose to individually install the database server, application server, or web serverindividually on separate servers. Or, you can also choose to install all on one server.

When prompted for your Web Server configuration, you can choose to install all the web components or you can selectwhich components to install. Web Server components include Epicor Mobile Access, Epicor Web Access, and EpicorWeb Dashboard. After the installation of Epicor ICE, continue with the Configure Epicor ICE Supplemental Installationsection to configure the web components that were installed during the installation.

5.1 Prepare SQL Server Login Account

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

Note After you have installed the Epicor ICE application, you must configure the security options for theSQL Server login account that you create.

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

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

3. 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, ICEaccess. Enter a Password and confirm the password. Under Server Roles,select dbcreator. Click OK.

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

4. Click OK to close the dialog.

5.2 Install Epicor ICE 3.0

Use these steps to install the Epicor ICE 3.0 application onto your server and workstation.

1. Go to your customer portal site to download the latest Epicor ICE 3.0 installer. The installer is located in theDownload Center of the Support Section of the website, which can be accessed using the following link: http://wdncustomer.activant.com/cws/support/fileCenter/home.do.



http://wdncustomer.activant.com/cws/support/fileCenter/home.dohttp://wdncustomer.activant.com/cws/support/fileCenter/home.do

2. Once there, open the ICE folder and download the RL300000.exe file. Right-click the file and select Runas Administrator. The InstallAware Wizard verifies the content of the setup package and prepares for theinstallation. This may take a few moments.

3. The Epicor ICE Welcome dialog displays. Click Next.

4. The Server Roles dialog appears. Select the server roles to install for your Epicor ICE framework and thenclick Next. The screen looks similar to the following:

Note If you select either Database Server, Application Server or Web Server, only the componentsfor that server role are installed. If you select the All in one server option, all the server roles will beinstalled on one server. Selecting to install all on one server is recommended for test environments.

5. On the Database File Destination dialog, accept the default Database File Location for the *.mdf and *.ldffiles or click Change to browse and select a different folder. Click Next. Default locations include:

Default for the Epicor ICE mdf file is C:\sqldb\ICE3.00.

Default for the Epicor ICE ldf file is C:\translogs\ICE3.00.

6. On the SQL Instance dialog, use the drop-down list to select the Local SQL Instance Name that hosts theEpicor ICE database. Note that SQL Instance names are case sensitive. For the Authentication Mode, selectone of the following methods according to what you determined in the previous "Prepare SQL Server LoginAccount" section. Methods include:

SQL Server Authentication. If you select SQL Server Authentication, you must also enter the SQL UserName and Password. Be sure to use the User Name you specified for your SQL Server login account.That section of the screen looks similar to the following:



Windows Integrated Authentication. If you select Windows Integrated Authentication, you mustenter the User Name, Password, and Domain name. Be sure to use the User Name you specified foryour SQL Server login account. That section of the screen looks similar to the following.

7. After you click Next, a message states that the local SQL instance has been verified. Click OK. If your SQLInstance has not been verified, click Previous and verify you have selected the correct Local SQL InstanceName for your database.

8. When you selected your server role, if you selected a Web Server or All in one server, the Web ServerConfiguration window appears. Select the Custom option for your Web Server Configuration. Click Next.The screen looks similar to the following:



9. Since you selected a Custom web server setup, you are prompted to select the specific features to deliver.Select the following features by clicking the down-arrow next to the X and then selecting Install. Thefeatures to select include:

Epicor Mobile Access

Epicor Web Access

After selecting the features, click Next. The screen looks similar to the following:



Note The Epicor Sharepoint Publisher and Epicor Enterprise Search features should not be selected.Those features should remain marked with a red X.

10. On the Application Server configuration dialog, select the type of installation: Complete, Standard, Minimumor Custom. Click Next. The screen looks similar to the following:



11. If you selected a Custom application server setup, you are prompted to select the specific features to deliver.Select the features by clicking the down-arrow next to the icon and selecting Install. Click Next.

12. On the Application Folder dialog, accept the default installation folder location for Epicor ICE 3.0 or clickChange to browse and select a different folder. The default is: C:\Epicor\ICE3.00. Click Next.

13. On the UNC Path Name dialog, accept the default UNC Path Name for the Epicor ICE 3.00 application. Thisis a shared folder and cannot be changed. This UNC Path must be accessible by any workstation on whichthe Epicor ICE client is installed. Click Next.

14. You are prompted that the InstallAware Wizard is ready to update your system configuration. Click Next.The installation begins. A progress bar displays in the left bottom corner of the dialog and includes detailedmessages of the files being installed.

15. During the installation, the Setup ICE 3 Environment dialog appears. The Setup Steps are listed and markedwith a green check when completed. The screen looks similar to the following:

You are prompted that the developer server environment has been successfully set up. Click OK.



16. Several other components are now installed automatically.

Epicor ICE Client. The Epicor ICE client files are installed on the server. During the client installation, theEpicorICEClient.zip file is compiled and copied to the \\ICE3.00\Utilities\ClientInstaller folder where it canbe used later to install the Epicor ICE client on other workstations. Note that the Epicor ICE client mustbe installed on a workstation that has access to the UNC Path shared folder.

Web Server Applications. If you selected to install any web server applications, they are automaticallyinstalled on the server using the default values. Web server applications include Epicor Web Access,Epicor Mobile Access, and Epicor Web Dashboard. After the installation of Epicor ICE, continue with theConfigure Epicor ICE Supplemental Installation section to configure the web components that wereinstalled during the installation.

17. The Epicor ICE 3.0 installation and setup is complete. Click Finish.

5.3 Configure Epicor ICE SQL Server Login Account

Use these steps to allow the Epicor ICE SQL Server login account to access the Epicor ICE database.

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

2. Navigate to Security > Logins.

3. Double-click the login you created to access the Epicor ICE database. For example, ICEaccess.

4. In the left pane, click User Mapping.

5. In the Map column, select the check box next to the ICE3.00 database.

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

db_datareader

db_datawriter

db_owner

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.

7. Click OK.

5.4 Install Epicor ICE Help Content Pack

Use these steps to install the Epicor ICE Help Content Pack on your system. The Help Content Pack contains theupdated online help system available with this release.

1. Download the Epicor ICE Help installer to your server. For example, download the HelpICE30.exe file.

2. Double-click the file to run it. A Welcome window appears. Click Next.

3. Enter the root directory where the ICE program files are located on the application server. Click Next. TheStart Installation window appears. Click Next.



4. A completion message appears. Click Finish.

5. In order to improve the performance and efficiency of the accessing the help system, you now need toconfigure the help to be available from a web site. To begin, verify the following:

Verify that you will be running the EpicorHelpSearchSetup.exe locally on the machine where the Help isinstalled. You may need to use Remote Desktop to access the server.

Verify that ASP.NET is enabled on the web server. See your Internet Information Services (IIS)documentation for information on how to make the verification.

Verify that Windows Search is installed on the server. To verify, do the following:

Select Start > Programs > Administrative Tools > Server Manager.

Under Roles Summary, click File Services. Add the File Services role if it does not already exist.

Under Role Services, check for Windows Search having a status of installed. If it is not, click AddRole Services, select Windows Search Service and click Install.

6. In Windows Explorer, navigate to the Setup folder directly under where you installed the Epicor online help.The default path is C:\Epicor\Help\Setup.

7. Right-click EpicorHelpSearchSetup.exe and select Run as Administrator.

8. For Web site to use for help, select the web site on which you want to host the Epicor help. In most cases,this is the Default Web Site.

9. Click Create Virtual Directory.A virtual directory is created for the physical directory listed under Physical directory of the help folder.

10. Click Switch to Windows Indexed Search.The help files are now being indexed by Windows Search, and the search page for Epicor online help hasbeen changed to use the server-side search.

Important Indexing the help files can take over an hour. Wait at least an hour before clicking theTest button to test a search (try to search for the word Epicor).

11. Edit each client .sysconfig configuration file to use the help URL you just created. To do this:

a. Navigate to the Client\Config folder on your workstation.

b. Open the .sysconfig file in a text editor, such as Notepad.

c. Edit the line to add the new help URL between the empty quotes. Use the URLlisted for Help URL for default.sysconfig in the Epicor Help Search Setup. However, replace localhostwith the actual machine name or alias of the web server. For example, if your web server has an alias ofEpicorOne, the edited line would look like

5.5 Install Epicor ICE Client on Workstation (Optional)

Use these steps to install the Epicor ICE 3.0 client application onto a workstation, if desired. Note that the EpicorICE Client is automatically installed on the server during the Epicor ICE installation.

Note The Epicor ICE client must be installed on the same server or workstation where the Eclipse applicationwill be run.



1. Make sure you are logged in as the Local Administrator on the client workstation.

2. Use Windows Explorer to navigate to the server where Epicor ICE is installed. Go to theICE3.00\Utilities\ClientInstaller folder. Double-click to run the EpicorICEClient.msi file.

3. The Welcome window appears for installing the client software. Click Next.

4. The Destination Folder window appears. Specify the Client Destination and the Server Share Location path.

a. For the Client Destination, click Browse to navigate to a destination folder. For example, you can useC:\Epicor\ICE3.00.

b. For the Server Share Location, use \\\ICE3.00, where is the machine namewhere the server installation was done. Click Next.

5. The Shortcut Creation window appears. Select the Create Desktop Icons check box to create the EpicorICE shortcut icon on your client desktop and then click Next.

6. The Ready to Install the Application window appears. Click Next.

7. When finished, click Finish to complete.

8. If prompted, reboot the workstation at this time.

5.6 Add Epicor ICE and Application Server Connections

Use the following steps to use the Epicor Administration Console to add and then connect to the Epicor ICEserver and application server.

1. Open the Epicor Administration Console. To do this, navigate to Start > Programs > Epicor Software >Epicor Administrative Tools. . Right-click on Epicor Administration Console and select Run asAdministrator.

Note You may be prompted to update your Microsoft Management Console (MMC) to version 3.0or later. See the Microsoft MMC 3.0 download site for more information.

2. Login with a valid User ID and Password. Note that the user must have Security Manager rights. For example,login as epicor / epicor.

3. Right-click on the Server Management node. Select Add Epicor Server.

4. Enter the Name of the server where Epicor ICE is installed. Click Ping Server. Click OK to confirm that theserver was located. Click OK to add the Epicor ICE Server.

5. Right-click the Epicor ICE Server you just added. Select Add Application Server.

6. Select New Application Server Properties, including the following:

a. Enter the Name of the application server.

b. Click Select Configuration to browse and select the configuration file describing connection informationto the server. For example, select C:\Epicor\ICE3.00\Client\config\default.sysconfig. Click Open.

c. For the User Name to log into the Epicor database, enter manager.



d. For the Password to log into the Epicor database, enter Epicor123.

e. Click Test Connection. Click OK to confirm the connection. Click OK.

7. Keep the Epicor Administration Console open so that you can import license codes.

The Epicor ICE server and Application server should now be configured.

5.7 Import License Files

Use the following steps to import your Epicor ICE application license files.

1. Verify you have received your license file for Epicor ICE. You must know the file name and location of thisfile. The license file may either be emailed to you or downloaded from an Epicor site. If you do not haveyour license file, contact Epicor Customer Service.

2. Open the Epicor Administration Console if it is not already opened. To do this, navigate to Start > AllPrograms > Epicor Software > Epicor Administrative Tools and open the Epicor AdministrationConsole.

3. Expand the Server Management > [Server Name] nodes. Right-click on your database and select Connectto Application Server. The connection is processed.

4. Right-click on the Licensing node and select Import License File. The dialog may look similar to:

5. Browse to the location where you previously saved your license file. Select the file and click Open to importthe file.

6. Double-click on the licensing code to open it. The Properties dialog opens.

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

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.

8. Click OK.



9. Keep the Epicor Administration Console open so that you can add a company.

5.8 Assign License File to Default Company

Use the following steps to assign the license file to the default company.

1. In the Epicor Administration Console, select the Companies node.

2. In the list of companies on the right, right-click on the default company and select Properties.

3. In the Company Property dialog, click the Installation browse (...) button to search for and select yourlicense file. Click OK.

4. Click OK to save.

5.9 Add Company and Assign License File

If you want to add a new company, use the following steps to add the company and then assign the license fileto that company. Note that this is an optional step that is needed only if you want to add an additional company.

1. In the Epicor Administration Console, select the Companies node.

2. Right-click on the Companies node and select Add Company. The dialog may look similar to the following:

3. Enter your Company Id for your company.

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

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

6. Click OK to save.

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



5.10 Launch Epicor ICE 3.0

Use these steps to launch the Epicor ICE 3.0 application from your server.

1. Navigate to Start > All Programs > Epicor Software > ICE 3.00. Under Production, launch ICE 3.00Production. The Epicor ICE 3.0 logon window appears. Enter the default User name and Password. Forexample, enter manager / Epicor123. Note that additional users can be added later. The dialog may looksimilar to the following:

2. Click OK. When the Epicor ICE 3.0 application launches, it may look similar to the following:

3. To begin using the Epicor ICE 3.0 application, on the left side of the main menu, expand the company thatyou want to open. The display may look similar to the following:



5.11 Create Datasource Type

Use the following steps to create a Datasource Type within the Epicor ICE framework for your Eclipse database.You will also create filter groups and a filter definition for the datasource type.

1. In your Epicor ICE application, navigate to Setup > Datasource Types.

2. Click the New button. In the Datasource Type field, enter Eclipse Datasource Type. Press the Tab key.If prompted to add a new type, click Yes.

3. Click the drop-down arrow next to the Application Type field. From the menu, select Eclipse.

4. Enter a Description for this datasource type. For example, enter "Eclipse Datasource Type". Verify that yourDatasource Type looks similar to the following:

5. Add a filter to your datasource. A filter is recommended since an Eclipse SQL database can contain othertables outside of the Eclipse replicated tables. To add a filter, do the following:



a. Click the Schema Filtering tab.

b. On the Table Filtering tab, click the New button to create a new row.

c. Enter Eclipse in the SchemaName column.

d. Click Save.

6. Click Save again. Close the External Datasource Type Maintenance program.

5.12 Create Datasource

Use the following steps to create a datasource within the Epicor ICE framework for Eclipse.

1. In your Epicor ICE application, navigate to Setup > Datasources.

2. Click the New button. In the Datasource field, enter Eclipse Datasource. Press the Tab key. Enter adescription for the datasource. For example, enter "Eclipse Datasource"

3. Click the drop-down arrow next to the Datasource Type field and select Eclipse Datasource Type.

4. In the Connection String Editor section, from the drop-down menu select your ADO.Net Provider. Forexample, select SqlClientData Provider. Click Configure.

Enter your Data Source. This specifies your SQL Server name.

Enter your Database name. This specifies your Eclipse database name.

For Authentication, enter your Login ID and Password. This specifies the user for connecting to theEclipse database using the SQL Server credentials.

Click Test Connection. You should be prompted with a message that the test was successful. If it is notsuccessful, review and edit your datasource values and try again. Click OK.

Click OK again and then click Save. From the File menu, select Exit.

5. Close the Datasources program.

Note You will enable the datasource in the next step when you configure your company.

5.13 Configure Your Company

Use the following steps to configure your company.

1. In your Epicor ICE application, navigate to Setup > Company.

2. Enable the Datasource for your company. To do this, on the BAQ External Datasources tab, select theEnabled check box for the Datasource Name called Eclipse Datasource. Click Save.

3. Close the Company Configuration program.



5.14 Import and Maintain Users

Use the following steps to import and maintain users for your company. This process allows you to import youractive (non-deleted) users from your Eclipse database.

5.14.1 Create BAQ to Retrieve User Data for Import

Before running the External Data Source User Import wizard, you must create an external BAQ that retrieves userdata from your product application database. This is accomplished in the Epicor ICE application.

The example BAQ created in this procedure is provided only to demonstrate the general approach. In your work,you will be creating a custom BAQ that matches the requirements of your product and its database. Any BAQthat you create must be configured to generate output that includes the columns shown in this procedure, inthe order shown. The user records retrieved must include data in the fields for User ID, User Name, and EmailAddress.

This example creates a BAQ that runs against the Prophet 21 database. BAQ columns for the three required fieldsnoted above are retrieved from the users table. The extra columns generated by the BAQ to provide the neededstructure are populated with default values that are not needed for the demonstration. In your BAQ, thesecolumns could be retrieved from database tables that contain information that you want included in your importeduser records.

1. Log into the Epicor ICE application. Select the company into which you want to import users.

2. Under that company, navigate to Operations > Business Activity Query.

3. In the External Business Activity Query Designer, verify that the form is clear or choose File > New.

4. From the General sheet, enter the following:

a. Enter a QueryID and Description. For example, "EclUsers" and "Eclipse Users".

b. For accessibility, select the Shared check box.

c. For External Datasource, select Eclipse DataSource.

The display may look similar to the following:



5. Click Test Connection to verify the connection is successful. When prompted, click OK.

6. Select the Query Builder tab. Find the eclipse.user table and drag it to the canvas. The dialog may looksimilar to the following:

7. Select the Display Fields tab.



8. Under Available Columns, find and move these columns to Displayed Column(s):

user_user_id

user_name

user_email_address


9. Click the Calculator icon to open the Calculated field editor.

10. Create and save the following fields to work as placeholders for the required extra columns.

Calculation (Enter in Editor asplaceholder to validate syntax)

Label and DescriptionData TypeField Name

'placeholder'Address1navcharAddress1

'placeholder'CitynavcharCity

'placeholder'StatenavcharState

'placeholder'[blank]intZIP

'placeholder'CountrynavcharCountry

'placeholder'OfficePhonenavcharOfficePhone

'placeholder'PhonenavcharPhone

'placeholder'RequireSsobitRequireSso

'placeholder'DomainNamenavcharDomainName

'placeholder'OSUserIDnavcharOSUserID



11. Click Save and exit the Calculated field editor.

12. Back on the Column Select tab, use the arrows to arrange the Display Columns list in the following order.The import will fail if the columns are not in this order.

Required Column Order

user_user_id

user_name

Calculated_Address1

Calculated_City

Calculated_State

Calculated_ZIP

Calculated_Country

Calculated_OfficePhone

Calculated_Phone

user_email_address

Calculated_RequireSso

Calculated_DomainName

Calculated_OSUserID




13. Save the BAQ. Exit the External Business Activity Query Designer.

You now have a BAQ that can be applied to import users from an external data source (the Eclipse database),into your Epicor ICE environment. To do this, use the following steps in the "Run External Data Source UserImport Wizard" section.

5.14.2 Run External Data Source User Import Wizard

Use the following steps to run the External Data Source User Import Wizard. This wizard enables you to applyan external BAQ to the user import process.

Verify the following prerequisites:

Verify you have a BAQ that retrieves user records from your product. The instructions for importing the BAQare in the previous section.

You must have a template user. A template user is a standard user record, created in your product, whoseuser account settings are configured to match what you want when importing a particular group of Eclipseusers.

For example, in your product, you might have a user record set up for accounting users and another forexecutive users. Template user records do not have to be enabled to use them during an import, and disablinga template user record is the best practice.

1. In the Epicor Administration Console, under the application server to which you want to add users, selectUsers. The dialog may look similar to the following:



2. From the Actions menu, select Import External User(s). The External Data Source User Import Wizardstarts.

3. Review the Process and Security information on the opening screen. Click Next.

4. For User, enter the User ID of the template user you want to use for this import to filter the list and selectthe user record that will be the template. Click Next. The dialog may look similar to the following:

5. Select the BAQ you have created for retrieving user data from Eclipse. Click Next. The dialog may looksimilar to the following:



6. The BAQ runs and displays a list of non-deleted Eclipse users. Select the users that you want to import orclick the Select All button to select all users. Click Next.

7. Review the list of users about to be imported from the external source. For each user, verify that the followingfields are populated. You can enter missing information if needed.

Full Name. Note that no duplicates are allowed.

Email address. This field is required.

Windows Domain. You must specify your network Domain Name. This is required to allow the user toaccess the Enterprise Search functionality.

Windows User. You must specify the user's network Login ID. The BAQ pre-populates this field withthe user's Eclipse User ID, but you may change this if necessary. This is required to allow the user toaccess the Enterprise Search functionality.

Enable Imported Users. Select this check box if you want all of the users being imported to be enabledupon import.

The dialog may look similar to the following:



8. When you are ready, click Finish.

Users who successfully import disappear from the list. Rows for users who did not import due to a conflictremain in the list with an error icon on the left. Hover over the icon for the error message. If all users importedsuccessfully the wizard closes.

9. On the console tree, select Users. Right-click and select Refresh to update the users list. Your importedusers are included on the list.

10. If any edits are required after importing your users, you can make the updates from the Epicor ICE client.To do this, navigate to Security > User Security and make your edits.



Chapter 6: Configure Epicor ICE Supplemental Installations

This part of the guide explains how to configure the Epicor ICE supplemental applications that were installed duringthe Epicor ICE installation.

6.1 Configure Epicor Mobile Access

Use these steps to verify the installation and then configure Epicor Mobile Access.

For more information configuring Epicor Mobile Access, you can refer to the online help. After opening the helpsystem, navigate to ICE Tools > Epicor Everywhere Framework > Epicor Mobile Access.

6.1.1 Configure EMA User

Use these steps to configure Epicor Mobile Access User options.

1. Open the Epicor ICE application.

2. Navigate to Security and open the User Security program.

3. Select a User Id that requires ability to use Epicor Mobile Access on supported mobile devices. Click theOptions tab.

4. In the Access Options area, select the Allow Mobile Access check box.

5. Click Save.

6. If you want to make an Epicor application dashboard available for a mobile device, review the Create MobileDevice Dashboards in the Epicor ICE application help.

6.1.2 Assign Data Folder Properties and Sharing

Use the following steps to assign required properties and sharing to the Data folder so that the ASP.NET accounthas write access.

1. Navigate to the Epicor Mobile Access\Data virtual directory. For example, if your Epicor Mobile Accesswas installed to IIS, the default directory is: C:\inetpub\wwwroot\EpicorMobileAccess\Data.

2. Right-click on the Data folder and select Properties.

3. Click the Security tab. Select the IIS_IUSRS group from the Group or user names list.

4. Click the Edit button. Re-select the IIS_IUSRS group.

5. In the Permissions for [group] list, select the Modify and Write check boxes in the Allow column.

Note The selected group now has Allow selected for Modify, Read & Execute, List Folder Contents,Read, and Write.

6. Click OK until you exit.



7. Right-click on the Data folder. Select the Sharing tab. Click the Advanced Sharing button.

8. On the Advanced Sharing dialog, select the Share this folder check box. Click OK. Close the dialog.

6.2 Configure Epicor Web Access

Use these steps to verify the installation and configure Epicor Web Access using a Windows 2008 based InternetInformation Server (IIS). The Epicor Web Access forms and components are an optional installation and arerequired only if Browser-based access to your Epicor ICE environment is desired.

For more information configuring Epicor Web Access, you can refer to the online help. After opening the helpsystem, navigate to ICE Tools > Epicor Everywhere Framework > Epicor Web Access.

Note While it is possible to deploy the Epicor Web Access forms on your Windows based Epicor ICE Server,it is not recommended. For optimal performance and ease of maintenance, a separate Internet InformationServer is recommended.

6.2.1 Assign Resource Folder Properties and Sharing

Use the following steps to assign required properties and sharing to the Resource folder.

1. Navigate to the Epicor Web Access virtual directory. For example, if your Epicor Web Access was installedto IIS, the default directory should be C:\inetpub\wwwroot\EWA\Resources

2. Right-click on the Resources folder and select Properties.

3. Click the Security tab. Select the IIS_IUSRS group from the Group or user names list.

4. Click Edit.

5. Re-select the IIS_IUSRS group.

6. In the Permissions for [group] list, select the Modify and Write check boxes in the Allow column.

Note The selected group now has Allow selected for Modify, Read & Execute, List Folder Contents,Read, and Write.

7. Click OK until you exit.

8. Right-click on the Resources folder. Select the Sharing tab. Click the Advanced Sharing button.

9. On the Advanced Sharing dialog, select the Share this folder check box. Click OK. Close the dialog.

6.2.2 Setup Epicor Web Access

Use these steps to setup and configure Epicor Web Access within your Epicor application.

1. Open the Epicor ICE application. For your company, navigate to Setup > Company.

2. Click the Epicor Everywhere tab.

3. Enter your Web Access URL. The URL must be entered in a specific format. For example, enterhttp://[yourservername]/EpicorWebAccess.



4. Enter your Metadata Output Path. This is from the perspective of a client workstation that might begenerating Epicor Web Access forms.

For example, enter: \\\ where is the name of your web serverand is a share on that server to your Web Access site name. Example:c:\inetpub\wwwroot\.

5. Enter a Performance Canvas URL, if needed. This field is only required if during the Epicor ICE installation,you did not select to install all the components on one server.

6. Click Save.



Part III: Post-InstallationThe following procedures explain the steps you can perform after installing and configuring Eclipse with EpicorICE.

Chapter 7: Troubleshooting

Use the following section if you need assistance in troubleshooting any installation issues.

7.1 Test BAQ Connectivity

Use the following steps to test your Business Activity Queries (BAQs) connectivity for the Eclipse database. Thesesteps refer to the information available the Epicor ICE application help.

1. Log into the Epicor ICE application. Select the company for which you want to add a BAQ.

2. Under that company, navigate to Operations > Business Activity Query.

3. Open the Epicor ICE application help. Navigate to the help topic ICE Environment > Operations > ExternalBusiness Activity Query Designer > Query Builder.

4. Use the instructions in the application help to add a BAQ and test that connects to the Eclipse database.

5. Close the Business Activity Query program.

7.2 Unable to Load Epicor Admin Console

Use the following steps to resolve the issue if you are unable to load the Epicor Admin Console

1. Right-click on Notepad.exe and select Run as Administrator.

2. From the File menu, select Open. Navigate to the following folder: C:\Program Files (x86)\CommonFiles\Epicor Software Corporation\Epicor Administration Console and open theAdminConsoleMMCLauncher.bat file.

3. Edit the START line to include the full path. For example:

START ""C:\Program Files (x86)\Common Files\Epicor Software Corporation\Epicor Administration Console\AdminConsole.msc"

4. Save the .bat file.

5. Create a shortcut on your desktop to this updated .bat file.

6. Right-click on the shortcut and select Properties. On the Compatibility tab, select the Run this program asan administrator check box.


Post-InstallationEpicor ICE for Eclipse Installation Guide

7. Move the shortcut to a location so you can access it. For example, move it to Control Panel > AdministrativeTools.

8. Rename the shortcut to a different name. For example, "Epicor Admin Console".

7.3 Review Supported Browsers and Configuration

Use these steps to review the browsers and browser configurations that are supported with Epicor Web Access.

1. Verify that one of the following browsers is installed on your system. Note that Epicor ICE supports only thelatest releases of these browsers.

Internet Explorer

Mozilla Firefox

Apple Safari

Note Microsoft Silverlight cannot be used in browsers running in 64-bit mode.

2. If you use Firefox, complete the following steps to change your security settings to support Java popupssuch as the search dialog box:

a. In the Navigation bar, type about:config.

b. In the Filter text box, type signed.applets.codebase_principal_support.

c. Double-click on the entry. The value changes from false to true.

d. Restart Firefox.

3. If you use Firefox, complete the following steps to access some Microsoft plug-in files to support WindowAuthentication:

a. In Firefox, browse to the following: http://www.microsoft.com/genuine/diag/default.aspx?displayLang=en

b. Click the Start Diagnostics button.

c. Follow the online instructions to add the plug-in files.

7.4 Set Up Compression for Performance Tuning

If you use Windows Server 2008, use the following steps to set up compression. With IIS 7, compression is enabledat the site level. Mime types are enabled globally and are applied to the applicationHost.config.

1. Create a backup of the metabase. To do this:

a. To create the backup, run this command: %windir%\system32\inetsrv\appcmd.exe add backup"My Backup Name"

b. To restore the backup, run this command: %windir%\system32\inetsrv\appcmd.exe restore backup"My Backup Name"


Epicor ICE for Eclipse Installation GuidePost-Installation

c. To delete the backup, run this command: %windir%\system32\inetsrv\appcmd.exe delete backup"My Backup Name"

2. Enable Compression in IIS. To do this:

a. In IIS, under Default Web Site, select the web site to be enabled.

b. From the available IIS features, open the Compression feature.

c. Select the Enable dynamic content compression and Enable static content compression checkboxes.

d. Click Apply. Exit from IIS, and save settings.

3. The EWA extensions do not need to be modified. However, if you want to apply compression to specificextensions, you can do the following:

a. Open the file: C:\Windows\System32\Inetsrv\Config\applicationHost.config

b. Locate the httpCompression section.

c. Edit the dynamicTypes and staticTypes sections to control which content gets compressed. IIS6 controlsby file extension, IIS7 controls by mimeType. The "*" character is a wildcard and can be used in anycombination. The easiest setup is to enable all with types */*.

Here are some examples of enabling selective mimetype(s):

dynamicTypes:

staticTypes

7.5 Set EWA Server Timeout

Use these steps to set the session timeout values for the server. The timeout values are entered in minutes.

1. Using a text editor, such as Notepad, open the web.config file located in the root of the EWA web site.

2. Locate the line. For example, the line may look similar to the following:

3. Edit the timeout string portion that is in quotes. For example, change timeout = "20" to timeout = "60"to increase the timeout value from 20 minutes to 60 minutes.

4. Save and close the file.



7.6 Create EWA Site From Command Line

Use these steps to create an Epicor Web Access site from the command line. Note that you will need to specifyparameter values to create the site.

1. Verify that the Epicor Web Access Utilities are installed. To do this:

a. Navigate to the folder where your Epicor ICE application is installed. For example, in a standard installationgo to C:\Program Files\Epicor Software\ICE3.00.

b. Expand the Epicor Web Access folder.

c. Verify that the Epicor Web Access Utilities 3.0.100 folder exists. If the folder does not exist, reinstallthe Epicor ICE application making sure you select to install all the components of Epicor Web Access.

2. Determine the parameter values for the EWA site you want to create. Available parameters include:

websitename. Name of the site, such as "Default Web Site".

vdir. Name of the virtual directory.

apppoolname. Application pool name for the EWA site such as "Classic .NET AppPool".

installdir. Directory path where the EWA files will be located.

issinglesignon. True/False flag to indicate if the single sign on is enabled or not.

ewaforms. Fully qualified file path to the web forms zip file.

ewaservices. Fully qualified file path to the web services zip file.

appserver. Name of the application server.

isupgradesite. True/False flag to indicate is the site is a upgraded site or a new install site. True =upgraded site; False = new site.

Note Your AppPool must use .Net Framework version 4 and the managed pipeline mode must beintegrated.

3. On the machine where Epicor Web Access is installed, open a command window. To do this, click Start >Run. Type cmd and press Enter.

4. Change directory to the path where your Epicor Web Access Utilities are installed. For example, go toC:\Program Files\Epicor Software\ICE3.00\Epicor Web Access\Epicor Web Access Utilities 3.0.100

5. Type the following command and press Enter. Note that you must replace the example parameter valueswith the values you determined in a previous step:

EpicorWebAccessInstaller.exe /run /websitename="Default Web Site" /vdir="EWA" /apppoolname="EWA" /installdir="C:\inetpub\wwwroot" /issinglesignon="False" /ewaforms="C:\Program Files\Epicor Software\ICE3.00\Epicor Web Access\EpicorWebAccessForms.zip" /ewaservices="C:\Program Files\Epicor Software\ICE3.00\Epicor Web Access\EpicorWebAccessServices.zip" /appserver="ServerName/ICE3.00/" /isupgradedsite=false

6. Verify that no errors display and the command finished successfully. Your EWA site is now ready.

7. If you want to test that the EWA site was created successfully, do the following:

a. Open a browser. Load the new site you just created. Confirm the site opens and works successfully.



b. Review the directories specified in your command parameters. Verify that the virtual directory was created.

c. Verify that the site is not a single sign-on.



Additional information is available at the Education andDocumentation areas of the EPICweb Customer Portal. To access

this site, you need a Site ID and an EPICweb account. To create anaccount, go to http://support.epicor.com.

http://support.epicor.com

ContentsGetting Started1. Verify Prerequisites1.1 Verify Hardware Requirements1.2 Verify Software Requirements

2. Configure Server Roles2.1 Configure Application Server Role2.1.1 Using Windows Server 2008 R22.1.2 Using Windows Server 2012

2.2 Configure File Services Role2.3 Configure Web Server Role

Installation and Configuration3. Verify Eclipse Installation3.1 Verify Eclipse Application Version3.2 Create Eclipse User

4. Install Epicor Data Warehouse4.1 Install Epicor Data Warehouse4.2 Configure SQL Replication

5. Install and Configure Epicor ICE5.1 Prepare SQL Server Login Account5.2 Install Epicor ICE 3.05.3 Configure Epicor ICE SQL Server Login Account5.4 Install Epicor ICE Help Content Pack5.5 Install Epicor ICE Client on Workstation (Optional)5.6 Add Epicor ICE and Application Server Connections5.7 Import License Files5.8 Assign License File to Default Company5.9 Add Company and Assign License File5.10 Launch Epicor ICE 3.05.11 Create Datasource Type5.12 Create Datasource5.13 Configure Your Company5.14 Import and Maintain Users5.14.1 Create BAQ to Retrieve User Data for Import5.14.2 Run External Data Source User Import Wizard

6. Configure Epicor ICE Supplemental Installations6.1 Configure Epicor Mobile Access6.1.1 Configure EMA User6.1.2 Assign Data Folder Properties and Sharing

6.2 Configure Epicor Web Access6.2.1 Assign Resource Folder Properties and Sharing6.2.2 Setup Epicor Web Access

Post-Installation7. Troubleshooting7.1 Test BAQ Connectivity7.2 Unable to Load Epicor Admin Console7.3 Review Supported Browsers and Configuration7.4 Set Up Compression for Performance Tuning7.5 Set EWA Server Timeout7.6 Create EWA Site From Command Line

Documents

Epicor ICE for Eclipse Installation Guide · Epicor ICE for Eclipse Installation Guide ... and you are urged to obtain the current release ... 7.4 Set Up Compression for Performance