Page Comparison

...

•  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

Configure Environments

•  Perform the tasks outlined in this wiki page to configure the database and application servers. You will need to perform each task for each server the client will use our software on.

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

...

•  Setup GL Account Format
  If the Division # length is only 2 characters, after creating the format, you will need to run the following SQL Statement:
  UPDATE GLStructure SET glsseg2length = 2
   
•  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 0, arsbankdepno = 0
  
  
•  Setup Units of Measure
•  Setup Divisions
•  Give Users Access to Divisions (User Profile)

•  Delete Default Fake Company/Division Data:
  DELETE FROM Division WHERE COCD = 'AA'
  DELETE FROM Company WHERE COCD = 'AA'
  DELETE FROM UserDiv WHERE COCD = 'AA'
  DELETE FROM DivCtl WHERE COCD = 'AA'
•  DELETE FROM DivWoc WHERE COCD = 'AA'

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

...

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 Check Format
•  Update Client Objects Table for new Custom Check Format
  •  

    Run This Update Script
    update ClientObjects
    SET DataWindowName = 'WizardCheckPrint',
    DataObject = 'rptAPSCheckPrint'
    WHERE WindowName = 'w_aps_p_check'

    update ClientObjects
    SET DataWindowName = 'WizardCheckPrint',
    DataObject = 'rptAPSCheckPrint'
    WHERE WindowName = 'w_aps_u_batch_payment_print'

    update ClientObjects
    SET DataWindowName = 'WizardCheckPrint',
    DataObject = 'rptAPSCheckPrint'
    WHERE WindowName = 'w_aps_u_manual_payment'

    update ClientObjects
    SET DataWindowName = 'WizardCheckPrint',
    DataObject = 'rptAPSCheckPrint'
    WHERE WindowName = 'w_aps_u_payment_reprint'

•  Setup Invoice Types (Optional)

...

•  Setup Receivables (See items above)
•  Setup Inventory Legends / Format Codes
•  Setup Inventory Types
  •  Inventory Type G/L Accounts
•  Setup Units of Measure
•  Setup Items
  •  Validate Imported Data:
    •  Invalid Unit of Measure: SELECT DISTINCT uofmcd FROM ItemMaster WHERE uofmcd NOT IN (SELECT uofmcd FROM UofM)
    •  

      Invalid Equivalent Unit of Measure: SELECT DISTINCT equivuofm FROM ItemMaster WHERE equivuofm NOT IN (SELECT uofmcd FROM UofM)

•  Setup Miscellaneous Charge Codes - Setup Misc charge code for "BEGBAL" which will represent beginning balances.
  •  Misc Charge Code G/L Accounts
•  Setup Inventory Locations
•  Setup Remit To Addresses
•  Setup Division Master Options
  •  Assign Inventory Locations to Divisions
  •  Assign Default Remit To Address
  •  Assign Default Inventory Type
  •  Assign Default Unit of Measure