Install

Estimated reading time: 5 minutes

Before installing Interject Financials - Epicor, you will need to request an invite at the Interject Portal Site. Fill out every field fo the invite request form and click “Create and 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. 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
  • SQL Server 2008
  • SQL Management Studio
  • Initial Deploy Scripts
  • User Admin on SQL Server
  • Active Directory User Group "Interject Users"

To-do

Step 1: Connect to your Epicor server as SysAdmin in SQL MGT Studio

Step 2: Create a new data base 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

Mgt Studio Point

Step 4: Execute initial deploy script on 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

Prerequisites
  • Verify ODBC connection to access DB
  • Download Initial FRx Migration Script
  • SQL Management Studio

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 and

Security and Updates

Install scripting will be versioned with GIT and we will provide update scripts (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.