When you downloaded the softwares in the previous step, they came into a folder named pcDOWNLOADS at the same place where you ran pcINSTALL. If you don’t have that folder on your server; copy the folder and paste it into your SQL-server. Then run the EFP_[version].exe program. (Double click on the file.)
Installation of pcINTEGRATOR integration package

When the screen above appears, type the complete name of your SQL server, servername (or just localhost) or servername + instancename (if you are running multiple instances on the SQL-server), depending on how your SQL server is set up. When done, press “Run”.
When all the listed steps are successfully passed, the initial integration is done.

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.
Customer Meta Data

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 another server, that server must be Linked to the Server where you do the installation. Use the Linked Server technique. Type servername.databasename in the SourceDatabase field.
  4. Source – StartYear: Type the start year you want for the data integration.

In the Entity form you will get a list of all available combinations for your Companies and Books. All Main books are selected by default. 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.
Entity

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.
Mapped Object

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.
AccountType Translate

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


  • efp/tech/installguider1.1/step2-4.txt
  • Last modified: 2016/11/15 16:05
  • by pcevli