My organization didn’t want to pay the $200/hour for a trained consultant to come install and configure Infor’s F9 product for our Visual ERP system. I was given the task of installing and configuring it as far as I could before we paid any consultants to do it. After a couple days of work I was able to get the application installed and working properly.
My instructions are designed for me to follow but if you’re a halfway decent IT engineer you should be able to follow them without any trouble. Infor likes to keep instructions for this kind of thing to themselves so you need to pay a consultant to do this for you. But i figured if i was going to write these for myself anyways, i might as well share them with whoever wants them.
To view my F9 Installation and Configuration Instructions (PDF), click the following link:
F9 Installation and Configuration Instructions
Everything below this line is just a text dump of the instructions (for indexing purposes):
F9 Installation and Configuration
Contents
F9 Administrator (Server) 9.2
1. Install Administrator (server) version of F9
2. Pervasive Server installed
3. Create a SQL user for F9
4. Create a system ODBC connection
5. Run SQL query on the Visual SQL Server
6. Copy contents of the F9 Visual Integration folder.
7. Modify datapump.ini file
8. Modify Pumping profiles
9. Perform Test Datapump
10. Run FMU application
11. Automate Datapump process
F9 Report Writer (Client)
1. Install F9 Report Writer on Clients
2. Install PervasiveSQL Client on clients
3. Configure F9 clients
F9 Administrator (Server)
1. Install Administrator (server) version of F9 ({your_network_drive}:\Software\Infor F9\F9_Professional_V5_Administrator_Big_Pervasive) on a server. We’re using {YOUR_F9_SERVER}
2. Pervasive Server installed ({your_network_drive}:\Software\Infor F9\PSQL-Server-11.20.013.000-win.exe)
3. Create a SQL user for F9 and give it Read-Only access to the Visual SQL database(s)
4. Create a system ODBC connection (c:\Windows\SysWow64\odbcad32.exe) using user ‘f9’ pointing to Visual’s SQL server.
5. Run SQL query on the Visual SQL Server ({your_network_drive}:\Software\Infor F9\F9VISUAL70_27JUN2012\ SQLVisual_700-{YOUR_COMPANY_NAME}.sql)
6. Copy contents of the F9 Visual Integration folder ({your_network_drive}:\Software\Infor F9\F9VISUAL70_27JUN2012) to the F9v5 application folder (C:\F9V5\pro50_p) on the server
7. Modify datapump.ini file (C:\F9V5\pro50_p\datapump.ini)
a. Find and replace “MMC” (default company name in file) with “{YOUR_COMPANY_NAME}” (because that’s our company name).
b. Find all instances of “FN=” and replace folder path with where you want the datapump files to be stored. I’m using “C:\f9data” on {YOUR_F9_SERVER}, which is shared (domain admins and bret are the only users with access to the share)
c. Find an replace all instances of “2011” with the current year that is used in Visual
8. Modify Pumping profiles:
a. Open datapump application ( C:\F9V5\pro50_p\datapump.exe)
b. Descriptions Profile
i. Pump Options Tab
1. Pump GL Data
2. Pump Financial Entities Data
3. Where Clause: COMPANY=’{YOUR_COMPANY_NAME}’
ii. General Tab
iii. Data Source tab
1. Enter user ID and password for SQL user created earlier on the SQL server used by Visual
iv. Account Code Tab
1. Number of segments: 2
2. Length of segments: 4,2 (no spaces, signifies first part of account code is 4 characters long, second part is two characters long)
3. Content of Segments: n,n (no space, signifies that both segments are numeric, not alpha-numeric)
4. Key1: 1,2 (no spaces, signifies sorting of codes)
v. Periods Tab
1. Enter Fiscal Year
2. Enter start date of each fiscal period
vi. Press OK
c. Summary Profile
i. Pump Options Tab
1. Pump GL Data
2. Where Clause: COMPANY=’{YOUR_COMPANY_NAME}’
ii. All other tabs are the same as Descriptions profile
d. Transactions Profile
i. Pump Options Tab
1. Pump GL Data
2. Pump Transaction Data
3. Replace Existing Transaction File (this prevents transactions file from growing to be huge)
4. Where Clause: COMPANY=’{YOUR_COMPANY_NAME}’
ii. All other tabs are the same as Descriptions profile
9. Perform Test Datapump:
a. Select a profile and press Start button, this will run the data dump and save the file to the folder you specified
10. Run FMU application (C:\F9V5\pro50_p\FMU32.EXE) to define security/connection properties for F9
a. Security -> Master Password
b. Master password window will pop up
i. Confirm “security.f9” is in security file field
ii. Type “F9” (without quotes) in master password, then press verify
c. Security -> File
i. F9 GL File: \\{your_F9_Server}\f9data\{Your_Company_Name}.btr
ii. File ID: {YOUR_COMPANY_NAME}
iii. Password: leave this field blank
iv. Press Add
v. Close FMU
vi. Copy the security file you just modified (C:\F9V5\pro50_p\SECURITY.F9) to a network location so it can be used by clients later to connect. I copied it to this path: \\{your_F9_Server}\f9data
11. Automate Datapump process:
a. Copy ‘F9AllUpdate.bat’ and ‘F9AllUpdate.ps1’ from network ({your_network_drive}:\Software\Infor F9\F9VISUAL70_27JUN2012) to F9 directory on the server’s f9 installation directory (C:\F9V5\pro50_p\)
b. Copy ‘backup_f9_data.bat’ from network ({your_network_drive}:\Software\Infor F9\F9VISUAL70_27JUN2012) to Server’s C drive (C:\_batch\)
c. Confirm paths in ‘perform_F9_datapump.bat’ and ‘backup_f9_data.bat’ files
d. Modify ‘F9ALLUpdate.bat’, remove “pause” from batch file. Save and close
e. Modify ‘F9ALLUpdate.ps1’, change all instances of “MMC” to “{YOUR_COMPANY_NAME}”. Save and close
f. Make sure that the Datapump.exe folder path (e.g.: C:\F9v5\) is listed in the Windows PATH Environment Variables
i. a. Right click on My Computer > Properties
ii. b. Choose Advanced Tab and click Environment variables
iii. c. From System variables, select path and click Edit
iv. d. Add C:\F9v5\ if is not listed in the variable value list, then click OK
g. Create a batch file to backup the F9 datapump files to alternate location. Schedule that batch file to run each night before the datapump.
h. Create scheduled task to run ‘C:\F9V5\pro50_p\F9ALLUpdate.bat’ each night (this task should run nightly at 3:30 am).
F9 Report Writer (Client)
1. Install F9 Report Writer on Clients ({your_network_drive}:\Software\Infor F9\F9_Professional_V5_Report_Writer_Big_Pervasive\F9V5PRO50P_32bit.exe) {32-bit for 32-bit office, only use 64-bit if you have 64-bit office installed}
a. Use all defaults
2. Install PervasiveSQL Client on clients ({your_network_drive}:\Software\Infor F9\PSQL-Client-11.20.013.000-win.x86.exe)
a. Use all defaults
3. Configure F9 clients to use F9 server
a. On client, run f9.exe (C:\F9V5\f9.exe)
b. F9 will start minimized, click on it in your taskbar once it appears
c. Click on ‘Topic’ menu
d. Click on ‘Setup’ menu
e. Click on ‘Company Mappings’ tab (just hit OK on any errors that appear)
f. In the Security Path field, enter ‘\\{your_F9_Server}\f9data’
g. In the ‘F9 GL File’ enter ‘\\{your_F9_Server}\f9data\{YOUR_COMPANY_NAME}.BTR’
h. In the ‘File ID’ field enter ‘{YOUR_COMPANY_NAME}’
i. Click Add
j. Click on the ‘Company Setup’ tab, you should now see {YOUR_COMPANY_NAME} as an option
k. Set the current year and hit OK
l. Jump for joy, you’re done with the configuration of F9!
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