Infor ERP SyteLine

1 Installation Guide Infor ERP SyteLine Copyright 2011 Infor All rights reserved. The word and design marks set forth herein are trademarks and/or registered trademarks of Infor and/or related affiliates and subsidiaries. All rights reserved. All other trademarks listed herein are the property of their respective owners. Important Notices The material contained in this publication (including any supplementary information) constitutes and contains confiden-tial and proprietary information of Infor . By gaining access to the attached, you acknowledge and agree that the material (including any modification, transla-tion or adaptation of the material) and all copyright, trade secrets and all other right, title and interest therein, are the sole property of Infor and that you shall not gain right, title or interest in the material (including any modification, trans-lation or adaptation of the material) by virtue of your review thereof other than the non-exclusive right to use the mate-rial solely in connection with and the furtherance of your license and use of software made available to your company from Infor pursuant to a separate agreement ("Purpose").

2 In addition, by accessing the enclosed material, you acknowledge and agree that you are required to maintain such material in strict confidence and that your use of such material is limited to the Purpose described above. Although Infor has taken due care to ensure that the material included in this publication is accurate and complete, Infor cannot warrant that the information contained in this publication is complete, does not contain typographical or other errors, or will meet your specific requirements. As such, Infor does not assume and hereby disclaims all liability, consequential or otherwise, for any loss or damage to any person or entity which is caused by or relates to errors or omissions in this publication (including any supplementary information), whether such errors or omissions result from negligence, accident or any other cause.

3 Publication Information Release: Infor ERP SyteLine Date: November 2011 Infor ERP SyteLine Installation Guide Copyright 2011 Infor Contents Recommended Hardware .. 9 Recommended Setup .. 9 Order of Events ..10 Recommended Machines ..10 Infor Tools .. 11 Data Collection Client .. 13 Uninstalling Infor ERP SyteLine .. 14 Upgrade Service Pack Minimums .. 14 Setting Up the Database Server .. 17 Requirements .. 17 Install Components on the Database Server .. 18 Configure the Database Server .. 20 Development Environment .. 25 SQL Clustering .. 26 Setting up the Utility Server .. 27 Requirements .. 27 Install Components on the Utility Server .. 28 Configure the Utility Server .. 30 Update Service Configuration Manager Settings.

4 52 Set Up Monitoring of Events for Various Configurations ..53 Set Up TaskMan Monitoring of Configurations ..54 Set Up Online Help .. 55 Test the Client on the Utility Server .. 57 Final Data Collection Steps .. 58 Set up the DC Client Directory and Data Collection Parameters ..58 Copy ..59 Set Up the Background Processor ..59 Run Test Transactions ..60 Setup a Utility Server to send E-mail Notifications for Reports .. 60 Troubleshooting..61 Set up Report Printing .. 61 Install Crystal Reports 2008 .. 614 Contents Infor ERP SyteLine Installation Guide Copyright 2011 Infor Install Crystal Reports Service Pack and Hot Fixes ..62 Define Your Printers ..62 Setting Up a Client Workstation.

5 63 Requirements .. 63 Installation Options .. 63 Configure the Client .. 64 Install Click Once Client.. 64 Install End User Client .. 64 Configure End User Client .. 67 Install Administrative Client .. 69 Configure Administrative Client .. 71 Start IDO Runtime Development Server .. 76 Apply Any Available Service Packs .. 77 Run Infor ERP SyteLine .. 77 Setting Up the Planning Server .. 79 Requirements .. 79 Install the Planning Server Components .. 79 Creating and Starting ERDB Databases .. 81 Sizing the ERDB Database .. 83 Run the Infor ERP SL Configuration Wizard .. 85 Creating Additional Analyzer Start-Up Pages .. 94 Enter Infor ERP SyteLine Planning Parameters .. 96 Test the Analyzer Connection.

6 97 Troubleshooting the Analyzer .. 97 Fine-tuning the Memory Allocation .. 99 Fine-Tuning the Memory Allocation for Depth ..101 Setting Up the Web Server .. 103 Requirements .. 103 Data Collection Setup .. 103 Install the Web Server Components .. 103 Configure the Web Server Components .. 105 Set Up Online Help .. 120 Creating Additional Analyzer Start-Up Pages .. 121 Install and Configure Analyzer Clients.. 123 Installing the Analyzer Client ..123 Contents5 Infor ERP SyteLine Installation Guide Copyright 2011 Infor Enter Infor ERP SyteLine Planning Parameters .. 125 Test the Analyzer Connection .. 126 Troubleshooting the Analyzer .. 126 Fine-tuning the Memory Allocation .. 129 Fine-Tuning the Memory Allocation for Depth.

7 131 Connecting to Web-Based Data Collection .. 132 Configuration Groups ..133 Installing and Applying Service Packs .. 135 Requirements .. 135 Terminology..135 Install and Apply Service Pack ..136 Post Configuration Wizard Steps if Using AD FS and IFS.. 141 Create AD FS Relying Party Trust for SyteLine Web Client ..141 Edit Settings for SyteLine Web Client in AD FS Management Tool ..142 Edit Infor Federations Services (IFS) Application Settings ..142 SyteLine User Account Settings if Using AD FS ..142 Synchronize the Forms Database .. 143 Upgrading Infor ERP SyteLine .. 145 Requirements .. 146 Upgrade SyteLine .. 147 Synchronize the Forms Database .. 153 Post Upgrade Steps .. 153 Troubleshooting.

8 153 Synchronizing Forms Databases .. 155 Requirements .. 155 Synchronize a Forms Database .. 156 Step 1. Create a Source Forms Database ..156 Step 2. Create a Source Configuration ..156 Step 3. Synchronize the Source and Target Configurations ..157 Step 4. Test the Target Forms Database ..159 Migrating From SyteLine 5or SyteLine 6 (Single Site).. 161 Conversion Steps (Single Site) .. 163(Optional) Run the String Overstuffing Detection Program ..163 Start the Database Migration..1656 Contents Infor ERP SyteLine Installation Guide Copyright 2011 Infor (Optional) Run the Numeric Overstuffing Program ..165(Optional) Run the Foreign-Key Validation Program ..166(Optional) Run the Null Validation Program.

9 166(Optional) Run the Check-Constraint Program ..166(Optional) Run the Out-Of-Range Date-Validation Program ..167 Log Out of Infor ERP SyteLine on All Clients ..167 Shut Down Servers ..167 Backup Databases ..167 Unload Data from the Database To Be Converted ..168 Run (Only if User Extended Tables are Used) ..170 Create a Report of User-Defined Field Usage (Optional) ..170 Create an Infor ERP SyteLine Empty Application Database for Each Site ..171 Select the Phases to Run on the Phases Tab..171 Make Selections on the Source Tab ..173 Make Selections on the Destination Tab ..174 Make Selections on the Options tab ..175 Click the Run Migration Button ..178 Click Run Migration Button for Additional Phases or Table Ranges.

10 178 Perform Post Conversion Tasks ..178 Post-Conversion Tasks .. 179 Outputs .. 179 Disk Usage .. 179 Troubleshooting .. 180 Resolving Foreign-Key Conflicts .. 180 Relative Duration .. 183Re-entrance .. 183 Parallel Execution .. 183 Converting From SyteLine 5or SyteLine 6 (Multi-Site).. 185 Conversion Steps (Multi-Site) .. 187(Optional) Run the String Overstuffing Detection Program ..187 Start the Database Migration..188(Optional) Run the Numeric Overstuffing Program ..189(Optional) Run the Foreign-Key Validation Program ..189(Optional) Run the Null Validation Program ..190(Optional) Run the Check-Constraint Program ..190(Optional) Run the Out-Of-Range Date-Validation Program ..190 Log out of SyteLine on all clients.