0 Installation Steps
From TrueERP wiki
Revision as of 17:15, 13 September 2011 by Simon Clive (Talk | contribs)
Installation of ERP Software
Before installing ERP on your Server please check the following system requirments.
- Minimum of 4 Gig space on C Drive
- An Internet Connection
- Firewalls in windows and Virus scanners must have exceptions for Ports 3309 and 3310.
- Your Router must have Port 49500 open for 2 way communication with MySQL.
Server Installation
- Insert the ERP installation DVD which will Auto Run and take you to the ERP Installer Screen.
- Or load the ERP Install folder onto your server and select the setup.exe file.
- From the ERP Installer screen select the top Install Server button and ERP will load
- Click OK when the Install Complete box appears.
- The ERP Software Suite and all of its components our now installed on you Server
User Installation
- <u</u>Load the DVD or the Install folder on to each workstation
- Type in the Server name.
- This can be found on your Server by Right Clicking My Computer - Properties - Computer Name
- Un-Tick the Install Videos box in the bottom left corner if you don't want to load the Training Videos on to the workstation
- Select the Install User Button
- Click Setup when prompted to install the PDF writer
- Teamviewer will automatically be installed which enables the workstation to be remotely accessed for software support.
- Notify your ERP Software provider the Server name to run a Licence Check to enable ERP.
Setup Clients Company
- Select the ERP Icon on your desktop and the ERP Setup Wizard will open with steps 1-12 and a training Video for each step.
- Select Setup Clients Company to set up a sample company for testing and training before going Live
- Type in all of your company details and select Save
Export Sample Data
The best way to Import your data is to Export some sample data so the format can be used to Import your existing company data into ERP
- Select Export Sample Data which will create 4 samples of Data Accounts, Customers, Products and Suppliers
- Select Ok at the prompt and the ERP Data Export/Import menu will open
- The Accounts radio button will already be selected
- Name and select the folder to save the import file to E.g Desktop and select Export and Ok at the prompt.
- By Default Customers then Products and then Suppliers will already be selected as the process is repeated.
- The 4 Exported files will now be saved to your Desktop in csv Format
- Double click on the Exported files to open the spreadsheets in your default program E.g Excell
- You can now view the sample data and note the Column Headers which Must remain the same.
