Technical Pre-requisites for pcFinancials

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 (FP&A) 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).

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

1. Server Hardware
   1. 64-bit server.
   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.
2. Windows Server 2008 R2 or later
   1. .NET 4.5 needs to be installed
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”
4. Microsoft SQL Server 2008 R2 or higher
   1. SQL Server needs to be installed with collation SQL_Latin1_General_CP1_CI_AS
   2. If Canvas Planner 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 FP&A 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. Local Administrator access to the server

Note: These are represent basic requirements. It may be necessary to increase the specification of the server for enhanced performance purposes, large amounts of data and/ or complex business requirements.

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:
   http://technet.microsoft.com/en-us/library/ee624351(v=office.15)

Note: These are represent basic requirements. It may be necessary to increase the specification of the client for enhanced performance purposes, large amounts of data and/ or complex business requirements.