B1OD: Installation and upgrade guide

Transcription

1 B1OD: Installation and upgrade guide 1/13 B1OD: Installation and upgrade guide The following document describes the system requirements of the B1 Usability Package and how to Install, upgrade or uninstall the add-on in a B1 OnDemand environment. Table of content System Requirements... 2 Software requirements... 2 Windows permissions requirements... 2 Hardware Requirements... 2 Clients... 2 Installing the B1 Usability Package... 3 How to install... 3 Running the add-on... 9 Upgrading the B1 Usability Package to a new version Uninstalling the B1 Usability Package Appendix 1: User-cache and how to optionally override its location

2 B1OD: Installation and upgrade guide 2/13 System Requirements Software requirements Current version of the B1 Usability Package is written for the SBO9.0/9.1 (PL07 or higher) for MSSQL and SBO9.0/9.1 (PL04 or higher) for SAP HANA. For support on previous or future versions of SAP Business One please consult the website. The supported databases for running SAP Business One are: - Microsoft SQL Server 2005, 2008, 2008 R2 or SAP HANA Client running the add-on should meet the following requirements: - Microsoft Windows 2000, XP, Vista, 7, 8 or Windows Server 2003/2008/ Microsoft.Net Framework 4.0 or later (The framework can be downloaded at - Adobe Acrobat Reader 9.0 or higher - Microsoft Office Outlook 2003, 2007, 2012 or 2013 (If you plan to use B1 Print and Delivery) - Microsoft Office Word 2003, 2007, 2010 or 2013 (If you plan to use the Letter Merge functionality) - Crystal Report 2011 Runtime Environment (If you plan to use the Crystal Report functionality) o Also required on server if B1 Print and Delivery server component is used. Windows permissions requirements During installation the install need Administrator rights (Right-click > Run as Administrator on the SAP Business One executable). The add-ons need to have full access to the following directories (All need read, write, and modify). - The Windows Temp-folder (%temp%) - The appdata folder (%appdata%\boyum IT\) and all sub-folders NB: FURTHERMORE YOU WILL NEED AN ACTIVE LICENSE FOR THE B1 USABILITY PACKAGE (SEE THE B1UP LICENSE GUIDE FOR MORE INFORMATION) Hardware Requirements Clients Component Processor Memory Free Hard Disk Display Requirement Intel Pentium 4 or higher (Multi-core machines are recommended) 4 GB or higher 50 MB 1024 x 768 with 24-bit colors or higher

3 B1OD: Installation and upgrade guide 3/13 Installing the B1 Usability Package Install follows the normal install procedure as described in the SAP Business One OnDemand documentation. NB: This add-on does not use the lightweight installer method but instead the more user-friendly silent installer system. Should you for some reason need a lightweight version then please contact support@boyumit.com How to install First you need to upload the downloaded version of the add-on (32 or 64 install directory) to the Shared extension folder for Boyum IT (Provided by your cloud operator). Before you upload it you need to remove the ard file called 9.0 (32bit) Installer (With install path selection).ard for 32 bit and 9.0 (64bit) Installer (With install path selection).ard for 64 bit. To begin install of the add-on, please log on our B1OD Cloud Control Center and go to Extensions page In here press the Synchronize All button to pick up the zip-file from the previous step (It might take a minute or two depending on the machine speed). Next navigate to the Service Units, choose your Service Unit, go to the Extensions tab and press Deploy to start the Extension Deployment Wizard.

4 B1OD: Installation and upgrade guide 4/13 Press Next and select the add-on.

5 B1OD: Installation and upgrade guide 5/13 Press Next and confirm the Warning of Mandatory add-ons (Press Continue) The add-on will now begin deploying

6 B1OD: Installation and upgrade guide 6/13 And result in a successful deploy (Press Finish) Final step of the Cloud Control Center part is now to assign the add-on to the tenants; go to the Tenants page.

7 B1OD: Installation and upgrade guide 7/13 Here choose the Tenant you wish to assign the add-on to, choose the Extensions tab and press Assign to start the Extension Assignment Wizard. Press next and choose B1 Usability Package

8 B1OD: Installation and upgrade guide 8/13 Press next to begin the assignment and after assignment press finish

9 B1OD: Installation and upgrade guide 9/13 The add-on is now assigned and you can from the page control Add-on startup mode ect. Running the add-on To begin using the add-on, now log in to the SAP Business One client. When you first run the add-on, it will begin creating the tables and fields (only happens when the first user installs the add-on). After creation of tables, fields and default data, the add-on will prompt for another restart the first time. This is required in order for SAP Business One to register the new data created.

10 B1OD: Installation and upgrade guide 10/13 Please note that creating metadata takes quite some time, especially on smaller systems. After first restart, you will be presented to the B1 Usability Package Configuration Wizard which will guide you through the initial configuration All depending on how many modules you activated and the speed of your system it can take a few minutes before all configurations are ready. You can track the progress of the wizard in the lower left corner of the SAP Business One client. Once finish you can begin to configure the selected modules. This manual and the e-learning found at describe how to configure each of them. You can at any time rerun the wizard by going to Administration > Add-ons > B1 Usability Package > Configuration Wizard. Or use the Configuration overview screen under Administration > Add-Ons > B1 Usability Package > B1 Usability Config.

11 B1OD: Installation and upgrade guide 11/13 Upgrading the B1 Usability Package to a new version To upgrade a previous version of the B1 Usability Package to a later version you will need to unassign the old version of the add-on from all tenants and then upgrade as if it was a normal installation. During an upgrade, SAP Business One will automatically uninstall the previous version of B1UP and then install the new version If you for some reason wish to install a previous version than the one installed, you will need to uninstall current version before you install the previous version.

12 B1OD: Installation and upgrade guide 12/13 Uninstalling the B1 Usability Package To uninstall all you need to do is to reverse the process (First un-assign at tenant level and then at service unit level) NB: YOU NEED TO MAKE SURE NO B1 CLIENTS ARE RUNNING THE ADD-ON WHEN UNINSTALLING. ELSE THE UNINSTALL WILL FAIL. NB. DURING UNINSTALL, NO DATA IN THE DATABASE WILL BE REMOVED. CONSULT THE TECHNICAL DATA DOCUMENT TO GET INFORMATION ABOUT WHICH DATA WAS CREATED BY THE ADD-ON.

13 B1OD: Installation and upgrade guide 13/13 Appendix 1: User-cache and how to optionally override its location. During normal execution of B1UP users will generate various cached data (XML cache, Eventlogs etc.) These data are normally stored in %AppData%\Boyum IT\BOY_USABILITY 1 (C:\Users\<username>\AppData\Roaming\Boyum IT\BOY_USABILITY). Should you for some reason not be able/wish to use this folder as user-cache folder, you have the option to, on machine level, change the location. - Stop add-on - Navigate to B1UP install folder (Normally C:\Program Files (x86)\sap\sap Business One\Addons\BOY\B1 Usability Package) - Create a file called OVERRIDE_USERFOLDER_LOCATION.txt - Inside the file enter the path to the location you wish to store the data o o Example: C:\MyCachedData You have the option to use the following keyword for specialfolders <COMMONAPPLICATIONDATA> The directory that serves as a common repository for applicationspecific data that is used by all users. <COMMONPROGRAMFILES> <LOCALAPPLICATIONDATA> <MYDOCUMENTS> <PERSONAL> <PROGRAMFILES> <PROGRAMS> <APPLICATIONDATA> (Default) The directory for components that are shared across applications. The directory that serves as a common repository for applicationspecific data that is used by the current, non-roaming user. The My Documents folder. The directory that serves as a common repository for documents. This member is equivalent to MyDocuments. The program files directory. The directory that contains the user's program groups. The directory that serves as a common repository for applicationspecific data for the current roaming user. A roaming user works on more than one computer on a network. A roaming user's profile is kept on a server on the network and is loaded onto a system when the user logs on. <TEMPLATES> The directory that serves as a common repository for document templates. <STARTUP> The directory that corresponds to the user's Startup program group. <TEMP> The users Temp folder. - Save the file - The next time you start the add-on this indicated folder is the user-cache folder. 1 For 64 bit version the folder is called BOY_USABILIY_X64