M1 Installation and Update Guide

M1 Installation and Update Guide

9.3.x

Copyright © 1999-2021 ECI Solutions Pty Ltd. (“ECI”)

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Contents i

Read This First . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Installation Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Installation Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3M1 Server Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4M1 Server Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Dataset Creation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14M1 Backup Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Workstation Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Update Instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Server Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Workstation Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Shop Floor Entry File Registration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Installation Detail Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Contentsii

Read This First 1

Read This First

Important! If you are upgrading from a previous version of M1, to help ensure a smooth upgrade, you must install the upgrade in the same folder as your current installation of M1.

This guide includes instructions for installing M1 and for updating M1. Before installing M1 or updating, read the M1 Software Compatibility List to verify that your hardware and software are compatible with M1.

Before installing M1, you should:

• Set up a Windows server.

• Enable/install Microsoft .NET Framework

• Set up Microsoft SQL Server

• Use mixed mode authentication

• Set the SQL Agent and SQL Browser Services to automatic

• Enable TCP/IP and Named Pipes protocols

• When installing any M1 products (on a server or client), log in to the server and workstations as a user with local administrator rights.

Note: If you are using any version 9 of M1, follow the instructions in this guide to update. If you are using any version 7 or version 8, contact support before proceeding.

If you are currently using M1, you should install M1 on a test server with a copy of your database(s) to ver-ify it functions as expected before updating your live environment. If you have customizations, also deploy your customizations in the test environment to verify that these function as expected.

Before updating an existing version of M1, you should:

• Close all applications on the server and clients used for M1.

• Close all instances of shop floor entry.

• Stop all running M1 services.

• Verify that all users are logged out of M1.

• Verify all M1 databases and make backups of them including M1DD and M1_M1.

• Make a backup of the M1\Reporting folder.

• When performing the update, log in to the server and workstations as a user with local administrator rights.

If you require assistance during an update or installation, contact ECI M1 Support:

Australia: 1300 135 850

USA: 800 882 0693

Canada: 866 553 2885

New Zealand: 0800 441 186

United Kingdom: 0162 360 0845

Read This First2

Installation Instructions 3

Installation Instructions

Follow the new installation instructions at a site that does not have M1 installed or to install on a new server.

Installation Overview

These steps are an overview of the installation to use as a quick reference:

1. Verify that the M1 server and workstation have required compatible software. Read the M1 Software Com-patibility List.

2. Verify that SQL Server is installed. To install SQL Server, refer to the Microsoft SQL Server installation instructions. SQL should be installed with Mixed-Mode Security (SQL and Windows), the SQL Agent and Browser Services should be configured to “Automatic” startup and the TCP/IP and Named Pipes Protocols should be enabled.

3. Install M1 on the server.

4. Create the data dictionary. You are prompted for your PRODUCT CODE during this step. Type the Product Code provided by ECi Solutions. Accept any defaults when prompted.

5. Log in to M1. Type “ADMIN” as the user ID, no password and click LOGIN.

6. Create the dataset.

7. Install M1 on the workstations.

Installation Instructions4

M1 Server Installation

Complete the steps in this section to install M1 on your server:

1. Download the M1 setup executable to your server.

2. Temporarily disable anti-virus, anti-malware, and firewall software (including Windows Firewall and Win-dows Defender) on the server.

3. Right click the setup executable and select “Run as Administrator”.

4. Read the License Agreement.

5. Select “I agree to the terms of this license agreement”. Click Next.

Important! If you are upgrading from a previous version of M1, to help ensure a smooth upgrade, you must install the upgrade in the same folder as your current installation of M1.


6. Accept the default installation folder, or click Change to choose another folder. Click Next.

7. Select the M1 shortcuts to create (by default, all are selected). Click Next.


8. Verify the installation folder and shortcuts to create. If you need to make changes, click Back. If the installa-tion folder and shortcut folder are correct, click Next. The wizard installs M1.

9. When the installation completes, click Finish. The M1 Setup wizard closes.

10. Enable anti-virus, anti-malware, and firewall software (including Windows Firewall and Windows Defender) on the server.

11. Continue with the next section “M1 Server Configuration”.


M1 Server Configuration

Complete the steps in this section to configure the data dictionary:

1. Right click the M1 icon and select “Run as Administrator”. At the confirm update message, click Yes.

2. At the message Update Complete, click OK to close M1.

3. Right click the M1 icon and select “Run as Administrator”. The SQL Server Connection Setting screen opens.

4. On the SQL Server Connection Settings window, the following information defaults:

• SQL Server Name = SQL Server Computer Name or SQL Server Computer Name/Instance Name if using a Named Instance of SQL

• Network Library = TCP/IP

• Trusted Connection = (select if your SQL Server is configured for windows authentication mode).


• SQL Server User ID = SA (or any other SQL account with SYSADMIN rights)

• SQL Server Password = (type the SQL Server password for the SQL Server User ID account)

5. Click Test Connection. At the message “Connection Succeeded” click OK.

6. Click OK to accept the settings. This returns to the M1 login screen where the User ID “admin” should still be listed with a blank password.

7. Next to Login, click the triangle to open the M1 Data Dictionary Setup window.

8. Confirm the M1 Data Location reflects the desired folder.

9. Leave the Data Dictionary List set to <New Data Dictionary>, and leave the New Data Dictionary name as M1DD.

10. Type your Product Code. Click OK.


11. At the confirm message “You are about to create data dictionary M1DD” click OK.

12. The Data Dictionary Setup process runs:

13. When the Data Dictionary Setup process is finished, the Data Dictionary Setup window closes.


14. On the M1 Login window, next to Login click the triangle to open the menu.

15. Click Database Maintenance. This opens the M1 Database Maintenance window.

16. Select the M1_M1 database, and click Upgrade.


17. There is a confirm update message for the database. Click OK to apply database updates.

18. When the updates are applied, there is a Confirm Message window, click OK.


19. On the Change Blank IDs window, type a Warehouse ID, Warehouse Name, Bin ID, and Bin Description. These are for the M1 demonstration data, so you can type whatever you like; for example, for the Ware-house ID and Warehouse Name type “Main” and for the Bin ID and Bin Description type “None”. Click OK.

20. At the confirm messages showing the number of changes, click OK. There are two confirm messages show-ing the number of changes: one message for the warehouse and one message for the bin.


21. Select the M1_M1 database and click Set Compatibility.

22. At the message “This will set the compatibility level of the database...”, click Yes.

23. Select the M1DD and click Set Compatibility.


25. Select the M1_M1 database and click Verify.

26. At the message “This will verify all the tables in database...”, click Yes. Wait for the verification to finish.

27. At the confirm message click OK.

28. Close the M1 Database Maintenance window. Log out of M1.

29. Close the M1 Login window.

30. Continue with the next section “Dataset Creation”.


Dataset Creation

Follow these steps to create a new, empty dataset:

1. Double-click the M1 icon.

2. Next to Login, click the triangle to open the menu.


4. Click New > Blank Database. This opens the Create Database window.

5. Complete each field on the Create Database window.


6. In the Copy Security from field, select M1 - M1 Manufacturing, Inc. This gives the Admin account full rights to the new database.

7. Click OK. Wait until the dataset is created.

8. At the confirm message, click OK.

9. The new database appears in the list.

10. Select the new database and click Verify.




13. Close the M1 Database Maintenance window.

14. On the login screen, select the new database you just created.

15. Click Login to verify that you can log in to the new company.

16. When finished, log out and close M1.

17. Using Windows Explorer, create a folder called M1Backup in the same folder as the M1 folder and M1Data folder.

18. Set the security on the M1 folder, M1Data folder, and M1Backup folder so everyone has full control and modify capabilities.

19. Share the M1 folder as “M1” and give everyone full control to the share.

20. Create firewall exceptions for M1.

21. Continue with the next section “M1 Backup Configuration”.


M1 Backup Configuration

On the server, configure M1 to do a nightly database backup. Save these backups to the “M1Backup” folder.

1. Double-click the M1 icon.



4. Click Backup.

This opens the Backup Data window.


5. In the Selected column, select the check box beside a database to enable a backup.

6. Verify the Backup Folder is [drive letter]:\M1Backkup\.

7. Set the backup schedule nd number of backup copies to keep.

8. Click Schedule Now.

9. To create the backup job click Run Now.


10. At the Confirm Message click OK.

11. The Backup Data windows closes. Backup configuration is complete.

12. Continue with the next section “Workstation Installation”.


Workstation Installation

1. Make sure there is at least 500 MB free disk space on the workstation.

2. Using a UNC path, browse to the server’s M1 folder.

3. Right-click the setup.exe, and select “Run as Administrator”. The M1 Setup screen opens. Click Next.




6. Verify the installation folder and shortcut folder. Click Next.


7. When the installation completes, click Finish.

8. Right-click the M1 icon, and select “Run as Administrator”. There is a confirm update message. Click Yes.

9. At the message Update Complete, click OK to close M1.

10. On the workstation, double-click the M1 icon.

11. Click Login to verify that you can log in to the new company.

12. When finished, log out and close M1.

Update Instructions 23

Update Instructions

Note: If you are using any version 9 of M1, follow the instructions in this guide to update. If you are using any version 7 or version 8, contact support before proceeding.

Follow the update instructions if M1 is already installed and you are updating to a later version.

Server Update

1. Before updating, back up your current M1 databases; make a backup copy of the reports folder; and check that the backups were successful.

2. Download the M1 setup executable from the customer portal to your server.

3. Temporarily disable anti-virus, anti-malware, and firewall software (including Windows Firewall and Win-dows Defender) on the server.

4. Right click the setup executable and select “Run as Administrator”.

• If you are updating from a version earlier than 9.2, a message appears:

• Read the message, and select the check box “I understand this upgrade...” if you have prepared accordingly for this upgrade.

• Click Next.

Update Instructions24

• There is a final prompt. Read the message. When you are ready, click Yes to proceed.

5. The M1 setup wizard starts. Click Next.


6. Read the License Agreement.

7. Select “I agree to the terms of this license agreement.” Click Next.





10. Verify the installation folder and shortcuts to create. If you need to make changes, click Back. If the installa-tion folder and shortcut folder are correct, click Next. The wizard installs M1.

11. When the installation completes, click Finish. The M1 Setup wizard closes.

12. Enable anti-virus, anti-malware, and firewall software (including Windows Firewall and Windows Defender) on the server.

13. On the server, right click the M1 icon and select “Run as Administrator”.




16. Click a database that you need to update.

17. Click Upgrade. Wait for the process to complete.

18. Select the database and click Set Compatibility.


20. Select the database and click Verify.




23. Repeat steps 16. through 22. for each database you have.

24. When you finish upgrading, setting compatibility, and verifying each database, close the M1 Database Maintenance window.

Workstation Update

1. On a workstation running M1, right-click the M1 icon, and select “Run as Administrator” to start the upgrade process.

2. At the confirm update message, click Yes to update M1 on the workstation.

3. M1 is updated. At the update complete message, click OK to close M1. The M1 update is complete on the workstation.

4. Repeat steps 1. to 3. on each workstation where the M1 client is installed.


Shop Floor Entry File Registration 31

Shop Floor Entry File Registration

After installing or updating Shop Floor Entry you must register the shop floor program files.

1. The first time you run Shop Floor Entry, right click the M1 Shop Floor Entry icon, which is on the desktop, and select “Run as Administrator”.

2. When this finishes, select the dataset you want to use:

3. Click OK. This opens the dataset in Shop Floor Entry.

4. Close shop floor when finished.

Shop Floor Entry File Registration32

Installation Detail Record 33

Installation Detail Record

If needed, your account manager can assist you with filling in this section about your M1 Installation.

Note: This may contain sensitive information so you should keep this in a safe place.

You should have your M1 Program Files folder and M1 Backup folder included in your backup.

Installation

M1 Installed on Server (name)

Program Location

SQL Version

SQL sa user password

M1 ADMIN user password

Live Database created (name)

Backup

M1 Backup folder

Backup Frequency

Backup Time

Number of copies kept

Backup run and tested

Documents

M1 Installation and Update Guide