Page Comparison

Table of Contents

Server Hardware / Software

•  Determine Hardware Requirements
  •  Database Server
  •  Application Server
  •  Workstations
     
•  Determine Application Deployment Method
  •  Workstation Install
  •  Citrix / Remote Desktop / Terminal Services
     
•  Determine Software Requirements
  •  SQL Server 2008+
  •  Windows Server 2012
  •  Citrix / Remote Desktop / Terminal Services
     
•  Order Hardware
•  Order Software
  
  
•  Configure Hardware
•  Configure Software
  •  Setup Windows Servers
  •  Setup SQL Server
  •  Setup Command Shell Access in SQL for AR Import Receivables to work.
    

    -- To allow advanced options to be changed.

    EXEC sp_configure 'show advanced options', 1

    GO

    -- To update the currently configured value for advanced options.

    RECONFIGURE

    GO

    -- To enable the feature.

    EXEC sp_configure 'xp_cmdshell', 1

    GO

    -- To update the currently configured value for this feature.

    RECONFIGURE

    GO

  •  Setup Deployment Method

Application Installation

•  Database Configuration
  •  Staging / Test Database on Cultura Servers
    •  Create New Aeros Database from Master Database
      
  •  Staging / Test Database on Customer Servers
  •  Live Database
  •  Audit Logs
  •  Database Users
  •  Backup / Maintenance Plans
    
    
•  Application Configuration
  •  Aeros
  •  Aeros LIVE
  •  Aeros Connect
  •  Aeros Vision
  •  Extra Tools & Applications
    •  ODBC Drivers
    •  CFS Drivers
    •  CMC Extract Application
    •  Others

Aeros System Setup

Access Control

•  Determine Authentication Method (Active Directory or Direct)
•  Configure ERPConnections.xml
•  Login to Aeros
•  Setup Users
•  Setup User Groups / Assign Users to User Groups

Initial Configuration

•  Setup GL Account Format
•  Setup Companies
•  Run SQL to workaround Company Master bug (

  Jira Legacy
  server jira.rcm.culturatech.com JIRA serverId 9d395f28-7110-3e09-a064-46c1f4565f20 key ERP-2160

  ):
  UPDATE Company SET tempno = 0, tempapsnegno = 0, temparsnegno = 0, tempnegno = 0, apspmntbatchno = 0, gljebatchno = 0, gltempno = 0, apvoucherapproval =0 
  
  
•  Setup Units of Measure
•  Setup Divisions
•  Give Users Access to Divisions (User Profile)

...

•  Configure Company Setting - Division for JE Number
•  Configure System Settings - E-Mail Server Settings
•  Setup Accounting Periods - NOTE: Ensure periods are created in chronological order

Ledger Configuration

•  Setup G/L Sub Types (Optional)
•  Setup G/L Accounts
•  Setup Control Accounts

Payables Configuration

•  Setup Terms
•  Setup 1099 Types (Optional)
•  Setup 1099 Boxes (Optional)
•  Setup Vendor Types
  
•  Setup Vendors
•  Setup Vendor's Vendor Type (Specifically BANKs)
•  Setup Bank Accounts
•  Setup Invoice Types (Optional)

...