Installation of pcFinancials r1.0

IMPORTANT: If you are unfamiliar with pcFinancials we strongly suggest reading the introduction What is pcFinancials? before proceeding to familiarize yourself with the concepts and words used in the application and documentation.

Installation of Software and Integration
Scope of Section This section will guide you through installing the product technically and enabling the integration to your ERP system.
Required Skills Requires system administration skills on the level of your organizations server infrastructure setup. It will require Admin Privileges in the system.
Time Required The software is designed to be set-up within less than one day (8 man-hours).
This page refers to pcFinancials r1.0.

New versions:
pcFinancials r1.2
pcFinancials r1.1

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 Canvas Planner (PCFINANCIALS) system on another database server:

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

IMPORTANT: The following pre-requisites need to be met:

  1. Windows Server 2008 R2 or later
    1. .NET 4.5 needs to be installed
  2. 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. Microsoft SQL Server 2008 R2 or higher
    1. SQL Server needs to be installed with collation SQL_Latin1_General_CP1_CI_AS
    2. If PCFINANCIALS is installed on another server than where the ERP source system(MS Dynamics NAV, E9, iScala or P21), the “ERP-server” must be set up as a linked server on the PCFINANCIALS server.
    3. SQL Server Agent needs to be started
    4. SQL Server Analysis Services needs to be installed and started
  4. A 64 bit system is strongly recommended and the amount of free RAM available for the SQL server is the most important component to get acceptable performance. How much that is needed depends on the size of the databases.
  5. Local Administrator access to the server

How to check and fulfill the Server Prerequisites

  1. Microsoft Excel 2010 or later.
    1. 32 or 64 bit version. Both works fine.
    2. Microsoft Excel must be license activated (trial license is too limited).
  2. 2 GB of RAM or more available to Excel.

Installation is performed in three steps. This instruction requires you to be familiar with the IT infrastructure setup of your organization and knowledgeable in standard Microsoft server technology. The three steps are:

  1. Downloading your customized installation package
  2. Installation of pcFinancials Software on Servers
  3. Installation and configuration of pcINTEGRATOR integration package
  4. Installation of pcFinancials Software on Clients

NOTE: You need to do this on a computer that is connected to the internet. Later you will have the option to bring your installation kit to another computer in the case your server environment is not internet-connected. As a part of your software delivery you will have got a pcINSTALL application. Place this application in a suitable folder. Your custom install package will be downloaded in a sub-folder called pcDOWNLOADS of this directory.

Click on LinkedIn to use the LinkedIn authentication service. When asked for – provide your organizational email. If you don’t have any LinkedIn account, it is possible to create a local account. Use your own e-mail address as user name.

NOTE: For security purposes each license is locked to an organizational email domain. To be able to use this installer you need to have the same domain. If an implementation partner is assisting with installation, both the partner domain and the customer domain will be allowed. Both domains will be entered in a later step. This means you have to use an organizational email address of the customer (or the implementing partner) (and not secondary email like a Hotmail or Gmail address).

Product key

E-mail domains

First enter the following parameters (default suggested according to your purchased license): Customer selections

  • Licensed customer – Enter the customer organization name.
  • Location/Instance – Enter the name of the organization unit within the customer.
  • Application Name – Enter the name of the Application. This will also be a part of the database names.
  • Language – Select preferred language.

If you have purchased the basic PCFINANCIALS package the only model available will be “PCFINANCIALS”.
Customer selections

NOTE: You may tick multiple integration sources if you have multiple source systems, and this option is open.

The suggested files are ticked for you.
Select files to download

NOTE: 64 signify a 64-bit server version and x86 a 32 bit server version. Both versions are delivered with Microsoft Excel clients for both 32 and 64 bit versions of Microsoft Excel.

Save settings and start download

Installation of pcFinancials Software on Servers is necessary before proceeding to next steps
  1. Install and deploy Sample database to verify Canvas Planner works properly
  2. Server Upgrade (Optional)

When you downloaded the softwares in the previous step, they came into a folder named pcDOWNLOADS at the same place where you ran pcINSTALL. If you don’t have that folder on your server; copy the folder and paste it into your SQL-server. Then run the pcINTEGRATOR.exe program. (Double click on the file.)
Installation of pcINTEGRATOR integration package

When the screen above appears, type the complete name of your SQL server, servername (or just localhost) or servername + instancename (if you are running multiple instances on the SQL-server), depending on how your SQL server is set up. When done, press the Run button. When all the listed steps are successfully passed, the initial integration is done.

During the setup, some screens will popup where you can just confirm or change the default values. The first screen shows your Customer metadata. It is just to click and type on the fields you want to change. To save what you have changed, just click on another line. When finished, click on the X in the upper right corner to continue.
Customer Meta Data

It is common that you have to change the following parameters:

  1. Application – ApplicationServer: If the pcFinancials software is installed on another port than 80 you must specify that, ie: Localhost:8080
  2. Application – AdminUser: Change to a valid adminuser that will be your initial administrator. Use the form domain\username
  3. Source – SourceDatabase: If your ERP database has another name than the default name (in this example Epicor905) you have to change that on all lines. If the source database is on a LinkedServer, then type servername.databasename
  4. Source – StartYear: Type the start year you want for the data integration.

In the Entity form you will get a list of all available combinations for your Companies and Books. All Main books are selected by default. Check SelectYN for all rows you want to include, uncheck SelectYN for all rows you want to exclude. To save, click on another row. To continue, click on the X in the upper right corner.

In the Mapped Object form you can rename the ObjectNames and select which dimensions you want to include in the Models. That is most relevant for the GL segments. In the ObjectName column you have the default names, in the MappedObjectName you can change to the names that you want. To make a superset from different Entities, just give them the same MappedObjectName. Check SelectYN for all rows you want to include, uncheck SelectYN for all rows you want to exclude. To save, click on another row. To continue, click on the X in the upper right corner.
Mapped Object

In the AccountType Translate form you map Categories from E9 to the AccountTypes that are used in PCFINANCIALS. If you don’t know the Categories and AccountTypes, take help from a Finance guy. If you click on a row in the AccountType column you will get a combobox with available AccountTypes to select from. This is an important step, if not all the rows are correct setup, the figures will not be correct. To save, click on another row. To continue, click on the x in the upper right corner.
AccountType Translate

When all the steps have run successfully, the integration is completed.
Integration complete

  • pcfinancials/tech/installguider1.0.txt
  • Last modified: 2015/07/20 09:37
  • by pcevli