Professional Edition on a Server for Network Access & On Thin-Client Workstations Using Client Deployment 5

Transcription

1 Addendum to the Microsoft Business Solutions for Analytics FRx 6.7 Installation and Configuration Guide FRx 6.7 Solomon Installation Copyright and Trademarks Copyright 2002 Great Plains Software, Inc. All rights reserved. Great Plains Software, Inc. is a whollyowned subsidiary of Microsoft Corporation. Microsoft, Windows, Windows 2003 Server, Window 2000 Server, Windows NT, Windows NT Server, Solomon Software, Solomon IV, FRx, WebPort, FRx Report Server, FRx Financial Reporter, and DrillDown Viewer are either registered trademarks or trademarks of Microsoft Corporation, Great Plains Software, Inc., or FRx Corporation in the United States and/or other countries. The names of actual companies and products mentioned herein may be trademarks of their respective owners. Purpose The purpose of this document is to provide instructions for installing FRx Financial Reporter 6.7 Desktop and Professional Editions, FRx Report Server, and FRx WebPort with Microsoft Business Solutions Solomon versions 5.5 and 6.0. This bulletin includes the following sections: A. Overview Page 2 B. Defining a UNC Path 4 C. NEW: Installing FRx Financial Reporter 6.7 Desktop Edition or Professional Edition on a Server for Network Access & On Thin-Client Workstations Using Client Deployment 5 D. Installing FRx Financial Reporter 6.7 Desktop Edition or Professional Edition on a Server (Not using Client Deployment) 12 E. Installing FRx Financial Reporter 6.7 Desktop Edition or Professional Edition on Client Workstations (Not using Client Deployment) 18 F. Installing FRx 6.7 Report Server (Included w/ Professional Edition Only) 22 G. Installing FRx 6.7 WebPort (Included w/ Professional Edition Only) 27 H. Building the Server-based GL Index Files 33 I. Entering New FRx Financial Reporter 6.7 Registration Information 33 J. Hints and Tips 34 K. How to Contact Us 36 Notes: It is recommended that you review this bulletin before you perform the installation steps. Version: Solomon 5.5 & 6.0 Page 1 of 36 R4MN-SM00-000A500 05/2004

2 In Section H there is a series of steps, which must be performed following new FRx Financial Reporter 6.7 installations or following upgrades from FRx Financial Reporting 6.0 and prior in order to build the server-based General Ledger index files (GLX). Failure to do so will result in the error message, (CheckOFSIConnection)200: frl_entity does not exist. Server-based GLX not set up. The error message appears when an FRx company is selected. For upgrades from FRx Financial Reporter 6.5 it is not required to perform the steps however it is recommended in order to ensure the most current version of the Server Based Index scripts are applied to the database. Additional information explaining the purpose of the server-based General Ledger index files can be found on the FRx Financial Reporter 6.7 CD in the \Bin\FRxReporter\Scripts\ directory. A. Overview FRx Financial Reporter 6.7 is available in a Desktop Edition and a Professional Edition. Either edition can be installed on system servers and client workstations. Professional Edition can also be installed on a report server and on a Microsoft IIS server that will host FRx WebPort. Remote Solomon workstations can install FRx DrillDown Viewer, which is used for opening stored FRx Reporter reports (*.FRD files). Notes: 1. For detailed information about the operating system and software that must be installed before installing FRx, see the System Requirements and Installation Guidelines document that is located on the Microsoft Business Solutions for Analytics-FRx 6.7 CD in Bin\FRxReporter\Help\Sys_Reqs\FRx67_OFSI_SysReqs.pdf. 2. The FRx Installation Browser dialog box appears automatically whenever you insert the Microsoft Business Solutions for Analytics-FRx 6.7 CD into a CD-ROM driver. The following sections briefly describe the options that are available on the FRx Installation Browser dialog box. Before you begin installing FRx, review this information so that you fully understand these options and how the installation process operates. Installation Prerequisites: Clicking the Installation Prerequisites button displays the Install Prerequisites dialog box, from which you can install the additional products that are required in order for FRx to function properly. For more detailed information see Installing Prerequisite Software on page 3 of the FRx 6.7 Installation and Configuration Guide on the Microsoft Business Solutions for Analytics-FRx 6.7 CD in Bin\FRxReporter\Help\Install\FRxInstall.pdf. Install FRx a. LOCAL CLIENT: In a local client installation (or fat-client installation), FRx is installed as a fat client on each client workstation with the most common components: Report Designer, DrillDown Viewer, FRx Report Launcher, and Report Manager. In this installation configuration, all FRx program files are installed on the computer s local hard drive. The Sysdata directory (the directory that stores FRx company information, report specifications, and supporting files) can be stored and maintained on either on each client workstation or on a shared network computer. The location of the Sysdata directory depends on whether you want multiple users to share reports and company information. Note: It is recommended that the Sysdata directory reside on a shared network computer and Local Client FRx installations for use with Microsoft Business Solutions-Solomon be performed on file servers, Citrix/Terminal servers, or single user workstations. Version: Solomon 5.5 & 6.0 Page 2 of 36 R4MN-SM00-000A500 05/2004

3 b. NETWORK CLIENT: In a network client installation (or a thin-client installation), each client workstation is set up as a thin client and only the minimum required components are installed. Before a thin-client installation is performed on a client workstation, the FRx programs must already be installed on a file server. All FRx program files are installed to a shared network directory. All users launch the FRx applications from the shared server. During the installation, shortcuts to the executables on the network are created on the client workstation. In a network client installation, FRx is installed on the file server with the most common components: Report Designer, DrillDown Viewer, Report Launcher, and Report Manager. Note: It is recommended that Network Client FRx installations for use with Microsoft Business Solutions-Solomon be performed on client workstations. c. CUSTOM INSTALLATION: In a custom installation, a selection is given for which FRx components to install (Report Designer, DrillDown Viewer, Report Launcher, Client Deployment and/or Report Manager). Note: For information on the installation of just the Report Designer, DrillDown Viewer, Report Launcher, and/or Report Manager components on remote workstations, refer to the FRx 6.7 Installation and Configuration Guide on the Microsoft Business Solutions for Analytics-FRx 6.7 Installation CD in \Bin\FRxReporter\Help\Install\FRxInstall.pdf. For installation on a shared network computer, select Client Deployment in addition to the Report Designer component. This option installs a pre-configured Client Deployment program that sets up multiple workstations as thin clients to Report Designer. After the Client Deployment program is run, an executable file is browsed to from the workstation to run the thin-client installation. Note: This installation option can be utilized in place of the Local Client and Network Client installations that install FRx on a file server and client workstations. With the Custom Installation Client Deployment the FRx server installation process creates a Setup.exe file in the Client Setup directory on the file server. This file can be used to set up workstations as thin-clients. Utilizing this file eliminates the need of having to take the Microsoft Buisiness Solutions for Analytics-FRx 6.7 CD to each workstation when installing client workstations. Install FRx WebPort a. FRx WebPort: Select this option to install WebPort, the program that is installed on the Microsoft Internet Information Services (IIS) server and that is used to publish and view reports from FRx by means of the Internet or Intranet. b. FRx Web Administrator: Select this option to install Web Administrator, the program that you can use to administer WebPort on Web server. You can install Web Administrator using the WebPort installation on the Web (IIS) server, or you can install Web Administrator as a separate program on a client workstation. Version: Solomon 5.5 & 6.0 Page 3 of 36 R4MN-SM00-000A500 05/2004

4 Install FRx Report Server Clicking the Install FRx Report Server button starts the InstallShield Wizard that installs the Report Server product, which is the program that generates reports submitted from client workstations. Report Server frees up resources on client workstations and allows you to schedule reports for processing during off-peak hours. View Help Documents Clicking the View Help Documents button displays a table of contents that describes and provides links to the documentation that is included on the Microsoft Business Solutions for Analytics-FRx 6.7 CD. B. Defining a UNC Path The Universal Naming Convention (UNC) standard is the preferred method for accessing files in FRx applications. UNC provides a means of locating files on a network without specifying a mapped drive letter. The UNC format is \\Machinename\Sharename\Path\Filename. Note: Because the FRx DrillDown Viewer can be used on remote workstations for viewing local FRx Financial Reporter reports and not for accessing FRx applications via a network connection, it does not use the UNC standard. Instructions for installing FRx DrillDown Viewer on remote workstations can be found in the FRx 6.7 Installation and Configuration Guide. The guide is in Adobe Acrobat PDF format and is located in \Bin\FRxReporter\Help\Install\FRxInstall.pdf on the FRx Financial Reporter 6.7 CD. During your FRx Financial Reporter installation, you will be instructed to use a UNC path when specifying the installation location for program files, SysData files, etc. Typing UNC path elements creates the possibility of errors that could prevent a successful FRx Financial Reporter 6.7 installation. Clicking Browse in FRx Financial Reporter Setup allows you to select, rather than type, path elements to prevent errors and help ensure a successful installation. Following is an example of a UNC path: To define a UNC path by clicking Browse in FRx Setup: 1. Click Browse. 2. Select Network Neighborhood (Windows NT 4.0) or My Network Places (Windows 2000, Windows XP). 3. Select Entire Network. 4. Select Microsoft Windows Network. 5. Choose the server name. Version: Solomon 5.5 & 6.0 Page 4 of 36 R4MN-SM00-000A500 05/2004

5 6. Select the name of the share where Microsoft Business Solutions Solomon is installed. 7. Select the Solomon version 5.5 or 6.0 folder. 8. Select the FRx67 folder. 9. Click OK. 10. Verify that the UNC path is correct. Example: \\Servername\Sharename\Program Files\Solomon xx\frx Repeat steps 1 through 10. C. NEW: Installing FRx Financial Reporter Desktop Edition or Professional Edition on a Server for Network Access & On Thin-Client Workstations Using Client Deployment Note: The network installation of FRx installs the selected program files onto the file server. Users at thin-client workstations run the user interface on the local computer to access data that is stored on the file server. Install the FRx programs on the network server before installing thin-client workstations. The FRx server installation process creates a setup.exe file in the Client Setup directory on the file server. This file can be used to set up a workstation as a thin client. To install FRx Financial Reporter Desktop Edition or Professional Edition on a Server for Network Access: 1. Insert the CD that contains FRx Financial Reporter 6.7 into the server s CD-ROM drive. If AutoPlay is enabled on the CD drive, the FRx Installation Browser screen will appear automatically. If AutoPlay is not enabled, run FRxSetup.exe located in the root directory on the Microsoft Business Solutions for Analytics-FRx 6.7 CD by double-clicking on the file name. The FRx Installation Browser screen will then appear. 2. Click Install FRx. FRx Setup Welcome appears. Version: Solomon 5.5 & 6.0 Page 5 of 36 R4MN-SM00-000A500 05/2004

6 3. Click Next. License Agreement appears. 4. Carefully read the software license agreement. 5. Click Yes to accept the license agreement and continue the installation. FRx Setup next prompts you for your installation type. Version: Solomon 5.5 & 6.0 Page 6 of 36 R4MN-SM00-000A500 05/2004

7 6. Select Custom. Product Level: Desktop appears. 7. In the Product Level: Desktop dialog box, select the FRx Report Designer, FRx Report Launcher and FRx Client Deployment check boxes, and then click Next. If a previous version of FRx is installed on the server, Multiple Versions Detected appears. Note: If Report Manager was purchased, also select the FRx Report Manager option. If FRx Report Manager was not purchased, it can be installed and used for demo purposes for 30 days. Leave the FRx Report Manager option unchecked if FRx Report Manager should not be installed. Note: The FRx DrillDown Viewer option is automatically selected when you select FRx Report Designer. The options listed in this dialog box vary, depending upon the product level that you purchased. Note: If the Setup Type dialog box appears, select the appropriate accounting system product, and then in subsequent dialog boxes, make the appropriate selections based on your accounting system. Version: Solomon 5.5 & 6.0 Page 7 of 36 R4MN-SM00-000A500 05/2004

8 8. Select the correct option. Warning: Before upgrading to FRx 6.7: Turn off FRx Security in the previous release. Close all FRx programs. Back up the current Sysdata directory. Notes: Use the Multiple Versions Detected dialog box to select which existing FRx data files to convert to work with FRx 6.7. After these files are converted, they will not work with any previous releases of the product. It is recommended that a complete backup of the prior FRx version be made prior to proceeding. For supplemental information on what the upgrade process is doing, see FRx Upgrades on page 14 of the FRx 6.7 Installation and Configuration Guide on the Microsoft Business Solutions for Analytics-FRx 6.7 CD in Bin\FRxReporter\Help\Install\FRxInstall.pdf. If Multiple Versions Detected is not received but there are existing FRx data files to convert, complete the installation then refer to Section J Hints and Tips for information on using the Installation and Upgrade Assist Utility to convert the files. This is common if FRx 6.7 is being installed on a new server, separate from the server where the existing FRx data files reside, or if the prior version of FRx has been uninstalled. 9. Click on Next. Choose Destination Location appears, displaying the default destination folder for the shared FRx files. Version: Solomon 5.5 & 6.0 Page 8 of 36 R4MN-SM00-000A500 05/2004

9 10. Verify that the default path in Destination Folder is correct. If it is not correct, click Browse and locate the correct folder. FRx Financial Reporter 6.7 for Solomon should be installed in \Solomon xx\frx67. Note: The path to every FRx folder should be a UNC path. For example, \\Servername\Sharename\Program Files\Solomon xx\frx67 (where xx represents the version of Solomon). Also remember that it is best to browse, rather than type, the UNC path. See Defining a UNC Path on page 4 to learn how to use Browse to select a UNC path. 11. Click Next to continue. Location of SysData Files appears, displaying the default folder for FRx reporting company information and report specifications. 12. Verify that the default path in Destination Folder is correct. If it is not correct, click Browse and locate the correct folder. FRx Financial Reporter 6.7 should be installed in \Solomon xx\frx67\sysdata. Note: The path to every FRx folder should be a UNC path. For example, \\Servername\Sharename\Program Files\Solomon xx\frx67 (where xx represents the version of Solomon). Also remember that it is best to browse, rather than type, the UNC path. See Defining a UNC Path on page 4 to learn how to use Browse to select a UNC path. 13. Click Next. Location of Client Setup Files appears, prompting for the location for the FRx Client Deployment program, which is in the directory chosen in step 9. Version: Solomon 5.5 & 6.0 Page 9 of 36 R4MN-SM00-000A500 05/2004

10 14. Verify that the default path in is correct. If it is not correct, click Browse and locate the correct folder. Then click Next. FRx Client Setup files for Solomon should be installed in \Solomon xx\frx67\client Setup. Note: The path to every FRx folder should be a UNC path. For example, \\Servername\Sharename\Program Files\Solomon xx\frx67 (where xx represents the version of Solomon). Also remember that it is best to browse, rather than type, the UNC path. See Defining a UNC Path on page 4 to learn how to use Browse to select a UNC path. 15. Select Program Folder appears, prompting for the destination of FRx Financial Reporter 6.7 program icons. 16. In Program Folder, specify the folder where FRx setup should add the program icons. Either type a folder name or select a folder from the Existing Folders list. 17. Click Next to continue. Start Copying Files appears. 18. Verify that all the choices you made for your FRx installation are correct. 19. If changes are needed, click Back until arriving at the incorrect selection. 20. Make the correct selection. 21. Click Next until you return to Start Copying Files. Review the selections again to make sure they are correct. Version: Solomon 5.5 & 6.0 Page 10 of 36 R4MN-SM00-000A500 05/2004

11 22. Click Next in Start Copying Files. 23. FRx setup begins the installation. 24. Read the information that appears in Results to determine if the installation completed normally. 25. If Results does not indicate exceptions (a zero appears beside Exceptions Noted), click OK to continue. 26. Click Yes to open the installation log file if Results indicates exceptions (a number appears beside Exceptions Noted). For assistance reviewing and interpreting the contents of the log file, refer to the Troubleshooting section of the FRx 6.7 Installation and Configuration Guide contained on the Microsoft Business Solutions for Analytics-FRx 6.7 CD in Bin\FRxReporter\Help\Install\FRxInstall.pdf or contact Microsoft Business Solutions Analytics Support. After evaluating the log, your Support representative will provide instructions for resolving the exceptions. 27. When you are finished reviewing the log file, click Close to close the file. InstallShield Wizard Complete appears. 28. Leave Yes, I want to view the Help Documentation checked if you would like to view it. 29. Click Finish. After FRx Setup completes all operations, it exits. 30. Complete the steps in Installing FRx Financial Reporter 6.7 Desktop Edition or Professional Edition on Client Workstations on page 9 at each workstation that will use it. To install FRx Financial Reporter Desktop Edition or Professional Edition on a Thin-Client Workstation Using the Setup.exe File in the Client Setup Directory on the File Server: 1. Use Windows Explorer at the workstation to select and double-click the Setup.exe file that is located in the Client Setup directory (for example, \\servername\sharename\solomon xx\frx67\client Setup). The InstallShield Wizard preparation dialog box appears. 2. If any installation errors occur, review the messages in the Setup Status dialog box, and then click OK. 3. In the InstallShield Wizard Complete dialog box, click Finish. 4. Repeat this procedure at each thin-client workstation. Version: Solomon 5.5 & 6.0 Page 11 of 36 R4MN-SM00-000A500 05/2004

12 D. Installing FRx Financial Reporter Desktop Edition or Professional Edition on a Server (Not using Client Deployment) To install FRx Financial Reporter Desktop Edition or Professional Edition on a Server: 1. Insert the CD that contains FRx Financial Reporter 6.7 into the server s CD-ROM drive. If AutoPlay is enabled on the CD drive, the FRx Installation Browser screen will appear automatically. If AutoPlay is not enabled, run FRxSetup.exe located in the root directory on the Microsoft Business Solutions for Analytics-FRx 6.7 CD by double-clicking on the file name. The FRx Installation Browser screen will then appear. 2. Click Install FRx. FRx Setup Welcome appears. 3. Click Next. License Agreement appears. Version: Solomon 5.5 & 6.0 Page 12 of 36 R4MN-SM00-000A500 05/2004

13 4. Carefully read the software license agreement. 5. Click Yes to accept the license agreement and continue the installation. FRx Setup next prompts you for your installation type. 6. Click Local Client. If a previous version of FRx is installed on the server, Multiple Versions Detected appears. Version: Solomon 5.5 & 6.0 Page 13 of 36 R4MN-SM00-000A500 05/2004

14 7. Select the correct option. Warning: Before upgrading to FRx 6.7: Turn off FRx Security in the previous release. Close all FRx programs. Back up the current Sysdata directory. Notes: Use the Multiple Versions Detected dialog box to select which existing FRx data files to convert to work with FRx 6.7. After these files are converted, they will not work with any previous releases of the product. It is recommended that a complete backup of the prior FRx version be made prior to proceeding. For supplemental information on what the upgrade process is doing, see FRx Upgrades on page 14 of the FRx 6.7 Installation and Configuration Guide on the Microsoft Business Solutions for Analytics-FRx 6.7 CD in Bin\FRxReporter\Help\Install\FRxInstall.pdf. If Multiple Versions Detected is not received but there are existing FRx data files to convert, complete the installation then refer to Section J Hints and Tips for information on using the Installation and Upgrade Assist Utility to convert the files. This is common if FRx 6.7 is being installed on a new server, separate from the server where the existing FRx data files reside, or if the prior version of FRx has been uninstalled. 8. Click on Next. Choose Destination Location appears, displaying the default destination folder for the shared FRx files. Version: Solomon 5.5 & 6.0 Page 14 of 36 R4MN-SM00-000A500 05/2004

15 9. Verify that the default path in Destination Folder is correct. If it is not correct, click Browse and locate the correct folder. FRx Financial Reporter 6.7 for Solomon should be installed in \Solomon xx\frx67. Note: The path to every FRx folder should be a UNC path. For example, \\Servername\Sharename\Program Files\Solomon xx\frx67 (where xx represents the version of Solomon). Also remember that it is best to browse, rather than type, the UNC path. See Defining a UNC Path on page 4 to learn how to use Browse to select a UNC path. 10. Click Next to continue. Location of SysData Files appears, displaying the default folder for FRx reporting company information and report specifications. 11. Verify that the default path in Destination Folder is correct. If it is not correct, click Browse and locate the correct folder. FRx Financial Reporter 6.7 should be installed in \Solomon IV\FRx67\SysData. Note: The path to every FRx folder should be a UNC path. For example, \\Servername\Sharename\Program Files\Solomon IV\FRx67. Also remember that it is best to select, rather than type, the UNC path. See Defining a UNC Path on page 4 to learn how to use Browse to select a UNC path. 12. Click Next. Select Program Folder appears, prompting for the destination of FRx Financial Reporter 6.7 program icons. Version: Solomon 5.5 & 6.0 Page 15 of 36 R4MN-SM00-000A500 05/2004

16 13. In Program Folder, specify the folder where FRx setup should add the program icons. Either type a folder name or select a folder from the Existing Folders list. 14. Click Next to continue. Start Copying Files appears. 15. Verify that all the choices you made for your FRx installation are correct. 16. If changes are needed, click Back until arriving at the incorrect selection. 17. Make the correct selection. 18. Click Next until you return to Start Copying Files. Review the selections again to make sure they are correct. 19. Click Next in Start Copying Files. 20. FRx setup begins the installation. 21. If the setup program detects a previous installation of FRx, Upgrade Spec Sets? appears, asking if report specification sets should be upgraded for the new version of FRx Financial Reporter. 22. It is strongly recommended that you update the report specification sets. This step in the installation provides the only opportunity to update all report specification sets automatically. To upgrade previously created report specification sets, click Yes. To skip upgrading previous specification sets, click No. After FRx setup finishes installing files, the Results screen appears. Version: Solomon 5.5 & 6.0 Page 16 of 36 R4MN-SM00-000A500 05/2004

17 23. Read the information that appears in Results to determine if the installation completed normally. 24. If Results does not indicate exceptions (a zero appears beside Exceptions Noted), click OK to continue. 25. Click Yes to open the installation log file if Results indicates exceptions (a number appears beside Exceptions Noted). For assistance reviewing and interpreting the contents of the log file, refer to the Troubleshooting section of the FRx 6.7 Installation and Configuration Guide contained on the Microsoft Business Solutions for Analytics-FRx 6.7 CD in Bin\FRxReporter\Help\Install\FRxInstall.pdf or contact Microsoft Business Solutions Analytics Support. After evaluating the log, your Support representative will provide instructions for resolving the exceptions. 26. When you are finished reviewing the log file, click Close to close the file. InstallShield Wizard Complete appears. 27. Leave Yes, I want to view the Help Documentation checked if you would like to view it. 28. Click Finish. After FRx Setup completes all operations, it exits. 29. Complete the steps in Installing FRx Financial Reporter 6.7 Desktop Edition or Professional Edition on Client Workstations on page 16 at each workstation that will use it. Version: Solomon 5.5 & 6.0 Page 17 of 36 R4MN-SM00-000A500 05/2004

18 E. Installing FRx Financial Reporter 6.7 Desktop Edition or Professional Edition on Client Workstations (Not using Client Deployment) To install FRx Financial Reporter 6.7 on a client workstation: 1. Insert the CD that contains FRx Financial Reporter 6.7 into the workstation s CD-ROM drive. If AutoPlay is enabled on the CD drive, the FRx Installation Browser screen will appear automatically. If AutoPlay is not enabled, run FRxSetup.exe located in the root directory on the Microsoft Business Solutions for Analytics-FRx 6.7 CD by double-clicking on the file name. The FRx Installation Browser screen will then appear. 2. Click Install FRx. FRx Setup Welcome appears. 3. Click Next. License Agreement appears. Version: Solomon 5.5 & 6.0 Page 18 of 36 R4MN-SM00-000A500 05/2004

19 4. Carefully read the software license agreement. 5. Click Yes to accept the license agreement and continue the installation. FRx Setup next prompts you for your installation type. 6. Click Network Client. 7. Click Next. Location of Shared FRx Files appears, displaying the default location of the FRx Financial Reporter 6.7 shared files installed on the server. Version: Solomon 5.5 & 6.0 Page 19 of 36 R4MN-SM00-000A500 05/2004

20 8. Type the location of the FRx Financial Reporter files installed on the server, or click Browse and locate the correct folder. The default server location of FRx Financial Reporter 6.7 should be \Solomon xx\frx67 Note: Remember, the path to every FRx Financial Reporter folder should be a UNC path. For example, \\Servername\Sharename\Program Files\Solomon xx\frx67 (where xx represents the version of Solomon). It is best to browse, rather than type, the UNC path information. See Defining a UNC Path on page 4 to learn how to using Browse to select a UNC path. 9. Click Next. Select Program Folder appears, prompting for the destination of the FRx Financial Reporter icons on the workstation. 10. In Program Folder, specify the folder where FRx Setup should add the program icons. Either type a folder name or select a folder from the Existing Folders list. 11. Click Next. Start Copying Files appears. Version: Solomon 5.5 & 6.0 Page 20 of 36 R4MN-SM00-000A500 05/2004

21 12. Verify that all the choices you made for your FRx workstation installation are correct. 13. If changes are needed, click Back until arriving at the incorrect selection. 14. Make the correct selection. 15. Click Next until you return to Start Copying Files. 16. Review the selections again to make sure they are correct. 17. Click Next. FRx setup begins the client workstation installation. 18. When FRx Financial Reporter setup has completed all installation tasks, InstallShield Wizard Complete appears. 19. Click Finish to complete the installation. 20. Repeat the steps in this section on each client workstation that will use FRx Financial Reporter 6.7 Desktop Edition or Professional Edition. Version: Solomon 5.5 & 6.0 Page 21 of 36 R4MN-SM00-000A500 05/2004

22 F. Installing FRx 6.7 Report Server (Professional Edition Only) Prerequisites: FRx Financial Reporter 6.7 Professional Edition must be installed with a shared SysData directory prior to installing FRx Report Server. A UNC path, instead of a permanent drive letter, is recommended for your FRx Financial Reporter 6.7 installation. Example: \\Servername\Sharename\Program Files\Solomon xx\frx67 (where xx represents the version of Solomon) Remember that it is best to browse, rather than type, the UNC path information. See Defining a UNC Path on page 4 to learn how to use Browse to select a UNC path. To install FRx Report Server: 1. In Windows Explorer, create an FRx 6.7 Report Server folder to facilitate defining the Report Server UNC path later in your installation. Create the folder at the same share level as the folder where Solomon program files are installed. Note: FRx 6.7 Report Server must be installed into a new folder if you are upgrading from a previous version of Report Server. Version: Solomon 5.5 & 6.0 Page 22 of 36 R4MN-SM00-000A500 05/2004

23 2. Insert the CD that contains FRx Financial Reporter 6.7 into the server s CD-ROM drive. If AutoPlay is enabled on the CD drive, the FRx Installation Browser screen will appear automatically. If AutoPlay is not enabled, run FRxSetup.exe located in the root directory on the Microsoft Business Solutions for Analytics-FRx 6.7 CD by double-clicking on the file name. The FRx Installation Browser screen will then appear. 3. Click Install FRx Report Server. Qualifying Product(s) Detected may appear. 4. In the Qualifying Product(s) Detected dialog box, select the Install a new copy of this product button, and then click Next. Note: If the there are existing Report Server data files they will not be updated to the current release. It will be necessary to recreate any Report Scheduler schedules within the new FRx 6.7 installation. 5. FRx Setup Welcome appears. Version: Solomon 5.5 & 6.0 Page 23 of 36 R4MN-SM00-000A500 05/2004

24 6. Click Next. License Agreement appears. 7. Carefully read the software license agreement. 8. Click Yes to accept the license agreement and continue the installation. FRx Setup next prompts you for the location of the FRx Report Server. Version: Solomon 5.5 & 6.0 Page 24 of 36 R4MN-SM00-000A500 05/2004

25 9. If the default destination folder is not correct, click Browse and locate (or create) the folder. 10. Click Next. Location of SysData Files appears, prompting for the location of the FRx Reporter SysData files. 11. Verify that the default path is correct. If it is not, click Browse and locate the correct folder. The FRx Financial Reporter Professional Edition SysData files should be installed in \Solomon xx\frx67\sysdata (where xx represents the version of Solomon). 12. Click Next. Location of the Queue data Files appears, prompting for the location of the shared queue database. Version: Solomon 5.5 & 6.0 Page 25 of 36 R4MN-SM00-000A500 05/2004

26 13. Verify that the default path is correct. It is not, click Browse and locate the correct folder. The FRx Financial Reporter Professional Edition SysData files should be installed in \Solomon xx\frx67\sysdata (where xx represents the version of Solomon). 14. Click Next. Ready to Install the Program appears. \ 15. If changes are needed, click Back until you arrive at the incorrect selection. 16. Make the correct selection. 17. Click Next until you return to Ready to Install the Program. 18. Click Install. The FRx Report Server installation begins. After all files are installed, InstallShield Wizard Complete appears. Version: Solomon 5.5 & 6.0 Page 26 of 36 R4MN-SM00-000A500 05/2004

27 19. Click Finish to complete the installation process. G. Installing FRx 6.7 WebPort (Professional Edition Only) Prerequisites: FRx Financial Reporter 6.7 Professional Edition must be installed on the file server prior to installing FRx WebPort. FRx WebPort must be installed on the Web (IIS) server that will host FRx WebPort. Note: At the completion of the WebPort installation process, you might have the option to restart the computer. In this case, the Web (IIS) server must be restarted before you can use WebPort. Warning: If you are upgrading WebPort from a previous release, stop the Web (IIS) server before proceeding. Notes: The WebPort installation process does not automatically install the BCL easypdf product. It can be installed directly from the FRx Installation Browser dialog box. Use the BCL easypdf product to print reports from a Web browser in a PDF (Portable Document Format) file. The BCL easypdf installs a printer driver, and adds the BCL easypdf printer icon in the Printers window on the Web (IIS) server. The BCL easypdf software requires post-installation configurations. Depending on your operating system, it may also require pre-installation configuration. For installation and configuration instructions, see Installing BCL easypdf on page 5 of the FRx 6.7 Installation and Configuration Guide on the Microsoft Business Solutions for Analytics-FRx 6.7 Installation CD in Bin\FRxReporter\Help\Install\FRxInstall.pdf. A UNC path, instead of a permanent drive letter, is recommended for your FRx Financial Reporter 6.7 Professional Edition installation. Example: \\Servername\Sharename\Program Files\Solomon xx\frx67 (where xx represents the version of Solomon) Remember that it is best to browse, rather than type, the UNC path information. Refer to Defining a UNC Path on page 4 to learn how to use Browse to select a UNC path. To install FRx WebPort: 1. In Windows Explorer, create an FRx 6.7 WebPort folder to facilitate defining the WebPort UNC path later in your installation. Create the folder at the same share level as the folder where Microsoft Business Solutions Solomon program files are installed. Note: FRx 6.7 WebPort must be installed in a new directory if upgrading from a previous version of FRx WebView. Version: Solomon 5.5 & 6.0 Page 27 of 36 R4MN-SM00-000A500 05/2004

28 2. Insert the CD that contains FRx Financial Reporter 6.7 into the CD-ROM drive on the IIS server that will host FRx WebPort. If AutoPlay is enabled on the CD drive, the FRx Installation Browser screen will appear automatically. If AutoPlay is not enabled, run FRxSetup.exe located in the root directory on the Microsoft Business Solutions for Analytics-FRx 6.7 CD by double-clicking on the file name. The FRx Installation Browser screen will then appear. 3. Click Install FRx WebPort. Welcome to the InstallShield Wizard for FRx WebPort appears. Version: Solomon 5.5 & 6.0 Page 28 of 36 R4MN-SM00-000A500 05/2004

29 4. Click Next. License Agreement appears. 5. Carefully read the software license agreement. 6. Click Yes to accept the license agreement and continue the installation. If an existing FRx WebView installation is found, Existing FRx WebPort Install Found appears. Version: Solomon 5.5 & 6.0 Page 29 of 36 R4MN-SM00-000A500 05/2004

30 7. Select one of the following options: Upgrade 6.5 to 6.7. (To update your current WebView) Install 6.7 without upgrading. Note: Use the Existing FRx WebPort Install Found dialog box to select which existing WebView data files to convert to work with WebPort 6.7. After these files are converted, they will not work with any previous releases of the product. It is recommended that a complete backup of the prior WebView version be made prior to proceeding. For more information about upgrades, see FRx Upgrades on page 14 of the FRx 6.7 Installation and Configuration Guide on the Microsoft Business Solutions for Analytics- FRx 6.7 CD in Bin\FRxReporter\Help\Install\FRxInstall.pdf. 8. Click Next to install FRx WebPort. Select FRx WebPort Components to Install appears. 9. Select FRx WebPort 6.7. FRx WebAdministrator 6.7 is automatically selected when you select FRx WebPort Click Next. Choose Destination Location appears. Version: Solomon 5.5 & 6.0 Page 30 of 36 R4MN-SM00-000A500 05/2004

31 11. Verify that the default destination folder is correct. If it is not correct, click Browse and locate the correct folder. Note: Remember, the path to every FRx folder should be a UNC path. For example, \\Servername\Sharename\Program Files\Solomon xx\frx67 (where xx represents the version of Solomon). It is best to browse, rather than type, the UNC path information. See Defining a UNC Path on page 4 to learn how to use Browse to select a UNC path. 12. Click Next. Enter FRx WebPort UNC Share Name appears. 13. In UNC Name, type the name of the UNC share for your WebPort installation. This is not the UNC path. 14. Click Next. Please Enter Virtual Directory Name appears. Version: Solomon 5.5 & 6.0 Page 31 of 36 R4MN-SM00-000A500 05/2004

32 15. Type the name of your WebPort Virtual Directory in Name. The virtual directory name must consist of alphanumeric characters only and may not include any spaces. 16. Click Next. Start Copying Files appears. 17. Review the settings before clicking Next. If you need to change a setting, click Back. 18. FRx WebPort setup begins installing FRx WebPort. After FRx WebPort setup finishes installing files, InstallShield Wizard Complete appears. Version: Solomon 5.5 & 6.0 Page 32 of 36 R4MN-SM00-000A500 05/2004

33 19. Click Finish. H. Building the Server-based GL Index Files Notes: The following steps must be performed following new FRx Financial Reporter 6.7 installations or following upgrades from FRx Financial Reporting 6.0 and prior in order to build the server-based General Ledger index files (GLX). Failure to do so will result in the error message, FRx32.OFSIMain.CheckOFSIConnection 40002: Unable to create RDO Environment. Please verify DSN information. The error message will appear when an FRx company is selected. It is recommended that the following steps be performed following upgrades from FRx Financial Reporter 6.5 in order to have the most current version of the Server Based Index scripts applied to the database. To build the server-based GL indexes: 1. Insert the FRx Financial Reporter 6.7 CD into the server s CD drive. 2. Open SQL Query Analyzer. 3. On the Query Analyzer toolbar go to File Open and browse to the FRx_65_67_Server_Based_Index_Scripts_Combined.sql SQL script on the FRx Financial Reporter 6.7 CD in \Bin\FRxReporter\Scripts. 4. Review the Special Instructions section of the script. 5. Change SQL Query Analyzer to Text Mode (CTRL-T) or (Query > Results in Text from Menu). 6. Within the = 'DemoPremierSystem' statement, specify your Solomon System database between the quotes. 7. Execute the Query. (A specific database does not need to be specified in the Query Analyzer toolbar.) 8. Copy and Paste the results from this result set to a new blank Query Window. 9. Run the newly pasted script. (A specific database does not need to be specified in the Query Analyzer toolbar.) I. Entering New FRx Financial Reporter 6.7 Registration Information For clients upgrading from a previous version of FRx, FRx Financial Reporter 6.7 requires that new registration information be entered in the Admin Organization Organization Information dialog box. Refer to Registering FRx Financial Reporter in the guide Getting Started with FRx 6.7 for Microsoft Business Solutions - Solomon 5.5 and 6.0 for instructions on entering the new registration information. Version: Solomon 5.5 & 6.0 Page 33 of 36 R4MN-SM00-000A500 05/2004

34 Note: In addition to entering new registration information in Organization Information, it is also necessary to delete Unknown Accounting System from the Accounting Systems box. To permanently delete this entry, click on the number that appears to the left of the row. Once the entire row is highlighted, press Delete on the keyboard. J. Hints & Tips If there s a problem with your FRx Financial Reporter 6.7 upgrade These steps are designed for the occasional case where the FRx Setup did not display the upgrade prompt, the upgrade prompt was not chosen, or the upgrade prompt was chosen but the upgrade failed. Notes: FRx Financial Reporter 6.7 must be installed prior to performing the steps below. The installation in the examples below is FRx Financial Reporter 6.7 Professional Edition. To upgrade reports from an earlier version of FRx Financial Reporter: 1. Locate the System.cfg file in \Solomon xx\frx67\sysdata and open it using Notepad. 2. If the lines beginning with [Upgrade] and SysCode= exist, delete only these two lines, Save and close the file. 3. Locate the file InstallAssist.exe. A typical path is \Solomon xx\frx67\installassist.exe. 4. Run InstallAssist.exe by double-clicking in the file name. FRx Installation and Upgrade Assist Utility will appear. 5. In Enter Manufacturing Code, type AD. 6. Click Browse. 7. Browse to locate the file FRxSys32.mdb (FRx 5.5, 6.0 or 6.5). The file is found in \SysData. 8. Double-click to select the file and populate the Old Install System File box. 9. Click Next. Version: Solomon 5.5 & 6.0 Page 34 of 36 R4MN-SM00-000A500 05/2004

35 10. Click Browse. 11. Browse to locate the file FRxSys32.mdb for the FRx Financial Reporter 6.7 installation. In this example, the file is found in \FRx67\SysData. 12. Double-click to select the file and populate the New SysData directory box. 13. Click Next. 14. Click Browse. 15. Browse to locate the file FRx32.exe for the FRx Financial Reporter 6.7 installation. In this example, the file is found in \FRx Double-click to select the file and populate the New Install Directory box. 17. Click Next to start the upgrade. 18. When the upgrade is finished, Results will appear: 19. Click Yes to review the exceptions in the file InstallAssist(date).Log. Exceptions typically do not mean that the upgrade was unsuccessful, only that there are some issues that may need to be corrected manually. The log file gives an explanation of each exception and the steps that the system was able to take to correct the issue. If you have questions about exceptions, please contact Technical Support. Version: Solomon 5.5 & 6.0 Page 35 of 36 R4MN-SM00-000A500 05/2004

36 If you would like to run FRx Financial Reporter 6.0 or 6.5 for parallel testing In Windows Explorer browse the FRx Financial Reporter 6.0 or 6.5 directory to find the file FRxReg.exe. 2. Double-click on this file. 3. Open the FRx Financial Reporter application that the FRxReg.exe file was ran for. Warning! When you uninstall FRx Financial Reporter 6.0 or 6.5 version 6.7 is affected. After you uninstall version 6.0 or 6.5, browse the 6.7 directory for a file named FRxReg.exe. Double-click on this file before opening FRx Financial Reporter 6.7. K. How to Contact Us Mailing Address: Microsoft Business Solutions One Lone Tree Road Fargo, North Dakota Software Support Telephone: Web Site: Summary This document explains how to install FRx Financial Reporter 6.7 Desktop and Professional Editions, FRx Report Server, and FRx WebView with Microsoft Business Solutions Solomon versions 5.5 and 6.0. To download other Solomon documentation, visit CustomerSource or PartnerSource on the Web. If you require further assistance, please contact your authorized Microsoft Business Solutions-Solomon representative or certified consultant. Version: Solomon 5.5 & 6.0 Page 36 of 36 R4MN-SM00-000A500 05/2004