The software you are about to install (or may have already had installed) is a complete basic system for Financial Planning and Budgeting. It is based on the advanced Performance Canvas family foundation and is thus expandable to support a multitude of complex business scenarios. The guides consists of several parts. This part cover the following: • Installation of Software & Integration (IT Documentation) o Scope of Section  This section will guide you through installing the product technically and enabling the integration to your ERP system(s). o Required Skillset  Requires system administration skills on the level of your organizations server infrastructure setup. It will require Admin Privileges in the system. o Time required  The software is designed to be set-up within less than one day (8 man-hours).

Installation is performed in three steps. This instruction requires you to be familiar with the IT infrastructure setup of your organization and knowledgeable in standard Microsoft server technology. The three steps are 1. Downloading your customized install package 2. Installation of Software a. Installation of Software on Servers b. Installation of Software on Clients. 3. Installation and configuration of pcINTEGRATOR integration package Downloading your customized install package NOTE: You need to do this on a computer that is connected to the internet. Later you will have the option to bring your installation kit to another computer in the case your server environment is not internet-connected. As a part of your software delivery you will have got a pcINSTALL application. Place this application in a suitable folder. Your custom install package will be downloaded in a sub-folder called pcDOWNLOADS of this directory. Start the installation by clicking on the pcINSTALL icon.   The login screen is shown:

Click on LinkedIn to use the LinkedIn authentication service. When asked for – provide your organizational email. If you don’t have any LinkedIn account, it is possible to create a local account. Use your own e-mail address as user name. NOTE: For security purposes each license is locked to an organizational email domain. To be able to use this installer you need to have the same domain. If an implementation partner is assisting with installation, both the partner domain and the customer domain will be allowed. Both domains will be entered in a later step. That means you can’t use Hotmail or Gmail addresses.   You will be asked to enter your product key

  If you have not already done so – you will now be asked to enter organizational email domains:

The last screen will allow you to customize your installation package according to your purchased options: First enter the following parameters (default suggested according to your purchased license):

• Licensed customer – Enter the customer organization name. • Location/Instance – Enter the name of the organization unit within the customer. • Application Name – Enter the name of the Application. This will also be a part of the database names.   The next section shows a matrix between the systems available in your purchased integration and the models available to you. If you have purchased the basic EFP package the only model available will be “EFP”. NOTE: You may tick multiple integration sources if you have multiple source systems, and this option is open.

The next section will allow you to select the files in your download package. The suggested files are ticked for you. NOTE: 64 signify a 64-bit server version and x86 a 32 bit server version. Both versions are delivered with Microsoft Excel clients for both 32 and 64 bit versions of Microsoft Excel.

Finally – press the Save and Download button:

The largest part of the software is installed on the server side. You may install the server software in configuration with multiple servers. The most common configuration for use with ERP systems is: • One ERP system server including a Microsoft SQL Server database. • One reporting system server including a Microsoft SQL Server database. Normally this server is installed on the reporting system server.

The server installation consists of two steps.

Pre requisites

1. SQL Server 2005 or higher 2. A SQL database holding the ERP-system that should be integrated or that ERP database available as a Linked Server 3. Internet Information Server (IIS) 6 or higher 4. A 64 bit system is strongly recommended and the amount of free RAM available for the SQL server is the most important component to get acceptable performance. How much that is needed depends on the size of the databases. Installation steps: 1. Install EPM Canvas Planner http://www.docu-pc.com/pc2/doku.php?id=planning:start 2. Install pcINTEGRATOR package  

When you downloaded the software’s in the previous step they came into a folder named pcDOWNLOADS at same place where you ran pcINSTALL. If you don’t already have that folder on your server; copy the folder and paste into your server. Then run the pcINTEGRATOR.exe program. (Double click on the file.) When the following screen appears, type the complete name of your SQL server , servername or servername + instancename, depending on how your SQL server is set up. When done, press the Run button. When all the listed steps are successfully passed, the initial integration is done.

Customer Meta Data

During the setup, some screens will popup where you can just confirm or change the default values. The first screen shows your Customer metadata. It is just to click and type on the fields you want to change. To save what you have changed, just click on another line. When finished, click on the x in the upper right corner to continue.

It is common that you have to change the following parameters: 1. Application – ApplicationServer: If the EPM Canvas Planner software is installed on another port than 80 you must specify that, ie: Localhost:8080 2. Application – AdminUser: Change to a valid adminuser that will be your initial administrator. Use the form domain\username 3. Source – SourceDatabase: If your ERP database has another name than the default name (in this example Epicor905) you have to change that on all lines. If the source database is on a LinkedServer, then type servername.databasename 4. Source – StartYear: Type the start year you want for the data integration.   Entity In the Entity form you will get a list of all available combinations for your Companies and Books. By default all Main books are selected. Check SelectYN for all rows you want to include, uncheck SelectYN for all rows you want to exclude. To save, click on another row. To continue, click on the x in the upper right corner.

  Mapped Object In the Mapped Object form you can rename the ObjectNames and select which dimensions you want to include in the Models. That is most relevant for the GL segments. In the ObjectName column you have the default names, in the MappedObjectName you can change to the names that you want. To make a superset from different Entities, just give them the same MappedObjectName. Check SelectYN for all rows you want to include, uncheck SelectYN for all rows you want to exclude. To save, click on another row. To continue, click on the x in the upper right corner.

  AcountType Translate In the AccountType Translate form you map Categories from E9 to the AccountTypes that are used in EFP. If you don’t know the Categories and AccountTypes, take help from a Finance guy. If you click on a row in the AccountType column you will get a combobox with available AccountTypes to select from. This is an important step, if not all the rows are correct setup, the figures will not be correct. To save, click on another row. To continue, click on the x in the upper right corner.

Integration complete When all the steps have run successfully, the integration is completed.

  New Databases pcINTEGRATOR The pcINTEGRATOR database builds the ETL and DATA databases. The outcome of the setup process can be seen in the JobLog table. If anything went wrong during the setup process, there is a stored procedure named spAdvanced_Setup that holds all the steps in the setup process. By using that procedure it is possible to run the steps manually step by step and investigate what went wrong. Contact support if this happen. ETL database A new database named pcETL_[ApplicationName] has been created on the SQL Server. That database holds views that are selecting data from the source databases. Stored procedures inserts the data into the DATA database. DATA database A new database named pcDATA_[ApplicationName] has been created on the SQL Server. That database holds all dimension tables and fact tables that are used to create the cubes. Nightly batch Two new jobs has been created; pcDATA_[ApplicationName]_Create and pcDATA_[ApplicationName]_Load. pcDATA_[ApplicationName]_Create was only used during the setup process. pcDATA_[ApplicationName]_Load is by default setup to run every night at 2 AM. The night job consists of two steps: 1. Run the procedure spIU_Load_All in the ETL database. The result of that job can be seen in the JobLog table in the ETL database. 2. Deploy of the cube. All the new data is deployed into the cube.

  • efp/installguide.txt
  • Last modified: 2013/07/16 18:00
  • by pcjawo