Step-by-Step Guide
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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 successfully installed, the following message will be displayed.
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Create new database for EDIHQ in SQL Management Tools.
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.
From the Server where
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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. 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. If the connection is successfully established, the following window will be displayed.
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Create new EDIHQ
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From SQL Server Management Studio > right click on Databases > New Database > Type in the Database name > click OK.
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Data Source pointing to MSSQL.
1. Open EDI HQ EDIHQ application > 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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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
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EDIHQ for Aeros ERP's EDI tables.
Tools > Current Data Source Settings > Integration Settings.
Setup File definitions for outbound documents.
Create Inbound file definition.
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Setup connection to EDI_File table.
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.
Setup connection to EDI_POHeader table.
Click on the Test Connection button to confirm that the connection has been established succesfully.
Setup connection to EDI_PODetail table.
Click on the Test Connection button to confirm that the connection has been established succesfully.
Setup connection to EDI_Transmission table.
Click on the Test Connection button to confirm that the connection has been established succesfully.
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.
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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