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Step-by-Step Guide

  

Table of Contents

Install EDI HQ on application server

   . You will need to Once the EDIHQ application has been purchased, you will have access to EDIHQ_Setup.exe and the license key in order to install EDI HQ

   . Run EDIHQ_Setup.exe

   . The default locations are set as below:

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Once the application is successful successfully installed, the following window message will be displayed.

 

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Create new database for EDIHQ in SQL Management Tools.

  Image Removed    From SQL Server Management Studio > right click on Databases > New Database > Type in the Database name > click OK.

 

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Create 32/64 Bit

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ODBC Data Source for Aeros ERP.

  1. From the Server where

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  1. EDIHQ application was installed > Search in Administrative Tools folder > Open the appropriate ODBC Data Sources (32-bit or 64-bit).

 

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    2 2. Click on System DSN tab > click on Add button.

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     3. Select the database that you want to connect to > click on Finish.

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     4. Type in the Name and Description of the database > click on the drop down to select the server > click on Next.

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     5. Select the following screens’ options, setup the Login ID and Password to login to SQL server.

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     6. The following window will be displayed > click on Test Data Source to perform a connection test.

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    7 7. If the connection is successful successfully established, the following result window will be displayed.

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Create new EDIHQ

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Data Source pointing to MSSQL.

     1. Open EDIHQ application > Setup > Data Sources.

 

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Open EDI HQ and Create new EDI HQ Data Source pointing to MSSQL.

Setup > Data Sources…

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     2. Click on Add Data Source > Type in the Name of your Data Source > Set the Data Source Type to MSSQL > set the Data Source to Active > Set Standard Source to Use Default Standards > Click on Build button.

 

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     3. Set the Server name > set the Database name > click on Test Connection.

 

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     4. If the connection has been established successfully, the following message will be displayed.

 

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     5. Click on Build button.

 

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     6. The connection String is now set > click OK.

 

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     7. Click Yes to create Maps Directory.

 

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     8. Click Yes to create Archive Directory.

 

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     9. Click Yes to activate full-text indexing.

 

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     10. Highlight the database that you just create and check the Default check box > click Close.

 

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Create ODBC Connection objects in EDIHQ for Aeros ERP's EDI tables.

Tools > Current Data Source Settings > Integration Settings.

 

  1. Setup connection to EDI_File table.

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Create ODBC Connection objects in EDI HQ for ERP 4 EDI tables.

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Setup File definitions for outbound documents.

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Create Inbound file definition.

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    Click on the Test Connection button to confirm that the connection has been established succesfully.
    If the test is successful, the following screen will be displayed.

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  2. Setup connection to EDI_POHeader table.
    Click on the Test Connection button to confirm that the connection has been established succesfully.

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  3. Setup connection to EDI_PODetail table.
    Click on the Test Connection button to confirm that the connection has been established succesfully.

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  4. Setup connection to EDI_Transmission table.
    Click on the Test Connection button to confirm that the connection has been established succesfully.

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  5. This is how the screen would look after all the ODBC connection objects have been established.

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Create File definitions for Outbound documents.

 

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Create Inbound File definition.

 

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Create EDI to ERP File Update StatusID.

 

 

 

 

Create 882 DSD Summary (If needed).

 

 

 

 

Create

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Processes.

 

 

 

 

Create Jobs for

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Inbound and

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Outbound Processes.

 

 

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Create Triggers for Jobs.

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