pcfinancials:tech:installguider1.1

Installation of pcFinancials r1.1

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 Installation r1.1.
Latest version
New version: pcFinancials r1.2
Old version: pcFinancials r1.0


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(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 Prerequisites


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

The four steps are:

  • pcfinancials/tech/installguider1.1.txt
  • Last modified: 2015/07/20 10:03
  • by pcevli