pcFinancials Installation OverView

The most common and recommended configuration is:

• One server for the ERP system.
• One separate server for reporting purpose where pcFinancials is installed.

Below steps are dependent to each other, please do not ignore any.

1. Pre-requisites - very important to meet them all
2. Download installation package from pcINSTALL
3. Configure and Validate Security
4. 1. Install Planner
   2. (optional) Planner Multi-Server Installation
   3. Install and deploy Sample database to verify Planner works properly
   4. Insert Planner license key
   5. Upgrade Planner to the latest version
5. Install pcFinancials Integration package
6. Install Planner Excel client add-on

1. Set up security & users in modeler (enabled on the installation user by default)
2. Set up Database Locks for open budget and forecast periods
3. Configure hierarchies (base hierarchy exists but it’s a single level)
   1. Account (Mandatory)
   2. Verify BalanceSheet structure and IncomeStatement structure in the Account dimension
   3. GL segments
4. Deploy (Save & CheckIn before you deploy to make all the changes effective.)
5. Create sample GL IncomeStatement & BalanceSheet reports and verify end-to-end against actuals report from ERP system