2021 EFP Checklist OnPremise

Technical Requirements Checklist On-Premise

How to check and fulfill the Server Prerequisites

Please install .NET patches with the same credentials that you installed IIS and applied .NET the first time. Otherwise, sometimes .NET is messing up the internal security for itself. Worst case you have to reinstall the server to make it work again.

It’s recommended to use https for EFP. You can google “How to Install an SSL/TLS Certificate In IIS”, which gives you choice to use “https” as URL for login EFP.

Example 1 - Click Here Example 2 - Click Here 2. Client

If you want to be able to run the excel client on the server, this file wiaaut.dll must be installed. It is by default installed on all Windows client OS, but not by default on any windows server OS.

1. Microsoft Excel 2013 or later • 32 or 64 bit version • We recommend to always use 64-bit versions if you are working with larger reports due to Excel 32-bit memory restrictions • Microsoft Excel must be license activated (trial license is too limited). • Microsoft Excel must be installed with one of the following additional options: • Office Shared Features / Visual Basic for Applications • Microsoft Excel / Add-ins / Power View

2. Minimum physical memory available to Excel • 4 GB RAM (32-bit) (small report sizes) • 8-16 GB RAM (64-bit) (large report sizes) 3. Windows 8 or later

4. Basic requirements for Micrsoft office can be found here: http://technet.microsoft.com/en-us/library/ ee624351(v=office.15) Instruction for how to copy and activate Wiaaut.dll file: http://support.performancecanvas.com/solution/ articles/1000239915-compile-error-cannot-find-project-or-library. 3. Print & Verify CheckList It is highly recommended to print this CheckList before your EFP installation

This printed/ PDF version is created for convenience. For latest updates always check the online version at https://efp.docu-pc.com/doku.php?id=efp:tech:installguide:pre

About Epicor Financial Planner Epicor Financial Planner (EFP) delivers full financial reporting, planning, budgeting, performance management, and consolidation capabilities that complement your selected combination of ERP and line of business systems. It is designed to support a multitude of moderately complex to very complex business issues and is designed to scale as your business grows in revenue and complexity. To see a demo of Cloud EFP today or to inquire about its pricing, please email info@dspanel.com or speak to your Epicor Account Manager. You may also visit www.efpcloud.com for more info.

Contact us for more information on Epicor Financial Planner and sevices (+46)8.669.0340 info@dspanel.com www.efpcloud.com

Made with FlippingBook Online document