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Step 1. Pre-requisites

1. Server

The largest part of the software is installed on the server side. You may install the server software in configuration with multiple servers. The most common configuration for use with ERP systems is to have the ERP-system on one database server and the Planner (pcFinancials) system on another database server:

It is possible to split the Planner installation on two different servers; one database server and one application server with IIS (Internet Information Server).
Planner Multi-Server Installation

Important The following pre-requisites need to be met:

  1. Windows Server 2008 R2 or later
    1. .NET 3.5 needs to be installed.
    2. .NET 4.5 needs to be installed.
  2. Server Hardware
    1. 64-bit server only
    2. Minimum 8GB RAM
    3. The amount of free RAM available for the SQL server is the most important component to get good performance. How much that is needed depends on the size of the databases.
  3. Internet Information Server (IIS) 6 or higher
    1. IIS Windows login service needs to be started.
    2. ASP.NET v4.0.30319 needs to be set to allowed on top level of default site under the “ISAPI and CGI Restrictions”.
    3. Windows authentication and Basic authentication are not enabled by default and must be enabled.
  4. Microsoft SQL Server 2008 R2 or later
    1. SQL Server needs to be installed with collation SQL_Latin1_General_CP1_CI_AS.
    2. If Planner is installed on another server than where the ERP source system(E10,E9, iScala or P21), the “ERP-server” must be set up as a linked server on the EFP server.
    3. SQL Server Agent needs to be started.
    4. SQL Server Analysis Services needs to be installed and started.
      1. Collation for AS: Latin 1_General, no sort order
    5. SQL configuration with Dynamic Ports is currently NOT supported unless port UDP 1434 access is enabled.
  5. Local Administrator User access to the server, that can be used as service account with a none changing password
  6. TCP/IP protocol should be enabled for SQL Server in SQL Server Network Configuration (SQL Server Configuration Manager)
  7. For version 1.4 or later, SQL Server Client Components
  8. For version 1.4 or later, 2 User Ids with Administrator privileges:
    1. “User Id” and “Password” with Administrators rights on the server and Administrator rights for SQL Server Analysis Services.
    2. “User Id” and “Password” with Administrator rights on the server and NO Administrator rights for SQL Server Analysis Services.

How to check and fulfill the Server Prerequisites

2. Client

If you want to be able to run the excel client on the server, this file wiaaut.dll must be installed. It is by default installed on all Windows client OS, but not by default on any windows server OS.
  1. Microsoft Excel 2010 or later
    1. 32 or 64 bit version.
    2. Microsoft Excel must be license activated (trial license is too limited).
  2. Minimum physical memory available to Excel
    1. 2 GB RAM (32-bit)
    2. 3 GB RAM (64-bit)
  3. Windows 7 or later
  4. Basic requirements for Micrsoft office can be found here:

Instruction for how to copy and activate Wiaaut.dll file:

It is highly recommended to print this CheckList before your pcFinancials installation

pcfinancials/tech/installguide/pre.txt · Last modified: 2018/02/21 08:09 by pcevli