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pcfinancials:tech:installguide:overview

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.


Installation Map

Basic Configuration

  1. Set up security & users in modeler (enabled on the installation user by default)
  2. 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
  3. Deploy (Save & CheckIn before you deploy to make all the changes effective.)
pcfinancials/tech/installguide/overview.txt · Last modified: 2018/02/21 08:15 by pcevli