Install
Estimated reading time: 5 minutesBefore installing Interject Financials - Epicor Enterprise, you will need to request an invite at the Interject Portal Site. Fill out every field of the invite request form, and click "Create an Account". The Interject team will review and grant access to the Interject Platform.
After gaining access as a new company, there are three parts to installing Interject Financials - Epicor Enterprise. First is the initial data tier install, then the data load from Epicor and FRx, then the actual report configurations in the Interject application.
(Before installing Interject for Financials, check that your system meets all requirements noted in the Product Sheet.
Data Tier Install
Prerequisites |
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To-do
Step 1: Connect to your Epicor server as SysAdmin in SQL MGT Studio
Step 2: Create a new database and name it "Interject_Reporting@epicor3", then press OK
Step 3: Make sure that the script is pointed to the database you just created, and execute the script
Step 4: Execute initial deploy script on the new Interject Reporting Database
- 4a: DB Object Creation
- 4b: DB Permissions and roles
Step 5: Execute read only access setup script
- 5b: Apply security to specific tables and users
Initial Data Load
To-do Step 1: Execute Script DB to initialize Epicor Enterprise Data
Step 2: Execute Script SQL Agent Jobs
Step 3: Set up DB connection in Interject Portal
Step 4: Redirect DB connection to new Interject DB
FRx Database Migration
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To-do
Step 1: Open SQL Server and create a new DB
Step 2: Import MDB file to the new DB
Step 3: Execute FRx Migration Script
Step 4: Set up DB connection in Interject Portal
Step 5: Redirect connection to new DB in Interject process
Epicor Segment Assessment
To-do
Step 1: Review use of Group Sets in FRx
Step 2: Design Grouping Strategy for Interject groupings
Step 3: Define use of Segments such as natural account, locations, etc…
Step 4: Verify Consistent segments across all Databases
Step 5: Verify any Epicor Databases excluded from Migration
Step 6: Verify Periods are Calendar month
Step 7: Verify use is single currency only
Application Install
With the Interject Add-in installed and an Admin user logged in:
To-do
Step 1: Monthly import schedule setup and test
Step 2: Financials Grouping configuration
Security and Updates
Install scripting will be versioned with GIT, and we will provide update (and revert) scripts that have been fully QA tested on an on-going basis. We can even easily track customizations in a similar way, and the database will have a version table for tracking.