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Use these steps to configure the Epicor SQL Report Monitor.

1. Go to the SSRS directory on the server where your Epicor application is installed. Example: C:\Program

Files\Epicor Software\Epicor905\SSRS.

2. Copy the EpiSSRS.msi file to the server where your Microsoft SQL Server 2008 is located. 3. Double-click the EpiSSRS.msi file on the server where your Microsoft SQL Server 2008 is located. 4. On the Welcome dialog, click Next.

5. On the Select Installation Address dialog, enter the following:

a. Site. Enter the web location site to install Epicor SQL Report Monitor. The default is Default Web Site. b. Virtual Directory. Enter the virtual directory. For example, EpiSSRSPortal. The virtual directory is created

under inetpub/wwwroot, unless a specific path is specified.

c. Application Pool. From the drop-down list, select your application pool. Note that only integrated .NET AppPool types are displayed. For IIS 7 and above, if the drop-down is empty, use your IIS Manager to create an integrated . NET application pool.

d. Click Next. The web location is created.

6. On the Confirm Installation dialog, click Next. The files are installed.

7. The Configuration Utility opens to begin the SSRS configuration. On the Set up the Epicor SQL Report

Monitor Service User Account dialog, select Local System Account or This Account. If you select This

Account, you must define the user name, domain, and password. For example, create a user name such

8. On the Configure the SQL Server Report Portal dialog, enter the following:

a. Epi SSRS site. Enter a site that is a valid URL. For example, http://localhost/EpiSSRSPortal. b. Epi SSRS path. Enter a path that already exists and contains a web.config file. For example,

C:\inetpub\wwwroot\EpiSSRSPortal\. c. Click Next.

9. On the Configure the SQL Report Server dialog, enter the following information:

a. SSRS ReportServer site. This site was created when you installed Microsoft SQL Server with Reporting Services enabled (SSRS). For example, enter a URL such as: http://localhost/reportserver.

b. User name. Enter a user name that has administrative rights. c. Domain. Enter your domain identifier. For example, localhost. d. Password. Enter a password and confirmation password for the user.

e. Show Report Parameters. Select this check box if you want the report parameters to display on the report. Note that you can also modify this setting by editing the "IsShowRptParameters" parameter in the web.config file, which is located in the root of the EWA web site.

f. Developer mode. Select this check box if you want to run SSRS in developer mode. g. Click Next.

10. On the Enter the application server information dialog, enter the following:

a. Application Server. Enter the URL for the Epicor application. For example, AppServerDC://Epicor9servername

b. Port. Enter the port for the application server.

c. User name. Enter a user name for logging into the Epicor application. d. Password. Enter a password and confirmation password for the user. e. Click Next.

11. On the Enter the mail configuration information dialog, enter your company's SMTP values. If you do not

know your this information, use your Epicor application to open Company Configuration and review the System values.

a. SMTP server. Enter the name of the SMTP server.

b. SMTP port. Enter your port number. The port value is >0 and < 65536. c. Email from. Enter the originating email address.

d. Click Next.

12. To configure the Windows Service, you can accept the defaults, or enter your own values. The defaults

include:

a. Concurrent agents. Specifies the number of agents allowed to run simultaneously. Default is 5. Value is > 0 and <=20.

b. Polling interval. Specifies the number of seconds to wait between listening for activity. Default is 3. Values are >0 and <1200 seconds, or 20 minutes.

c. Login interval. Specifies the number of seconds to wait before checking on the Appserver, if it is not started. Default is 100. Values are >0 and <1200 seconds, or 20 minutes.

d. Purge interval. Specifies the number of days to wait before the system automatically deletes the data. Default is 10. Values are >1 and <99 days.

e. Click Next.

13. To configure the server printers, do the following:

a. Click on the printer button (paper and green plus sign) on the right. b. Enter the print identifier. For example, enter \\servername\printername c. Click OK.

d. Click Next.

14. On the Configure the Windows Service dialog, enter the following:

a. SSRS Script Location. Enter the server location where your script file, such as the RS Scripter Load All Items.cmd, is located. For example, enter C:\Program Files\Epicor Software\Epicor905\SSRS\.

b. RS.EXE Location. Enter the location where the report service file (RS.EXE) is located. For example, enter C:\Program Files\Microsoft SQL Server\100\Tools\Binn\RS.EXE

c. To deploy all the reports that are in the SSRS Script location, select the Deploy Epicor SSRS Reports

Now check box.

d. Click Finish.

15. If you selected the Deploy Epicor SSRS Reports Now check box, you are prompted with the message

stating that deploying the Epicor SSRS Report to Microsoft SQL Service Report Service may take a long time.You are asked whether you want to run this process in a separate thread and not display the log file. a. Yes. Click Yes to run the process now in a separate thread. After clicking Yes, the process exits and the Epicor SSRS reports are deployed on a separate thread. To verify the report deployment, review the RS Scripter Load Log file. This log file is located in the same location as the RS Scripter Load All Items.cmd file, for example C:\Program Files\Epicor Software\Epicor905\SSRS.

b. No. Click No to wait until the deployment of the Epior SSRS reports is complete. After clicking No, the process waits for the reports to complete and then the RS Scripter Load Log fle is displayed.

16. If prompted, click Close to exit the Epicor SQL Report Monitor installation.

17. To verify the installation was successful, start the Epicor SQL Report Monitor Service. To do this:

a. Navigate to Start > Control Panel > Administrative Tools > Services. b. Select Epicor SQL Report Monitor Service.

c. Click Start this Service.

e. Expand the Applications node. f. Verify that EpiSSRS is available.

18. To verify that your reports open correctly, open a report. To do this:

a. Go to your Reports site. For example, http://localhost/Reports

b. Click on the Reports folder. This folder was populated with all the reports located in SSRS\Reports folder. c. Select a report to open. Verify it opens correctly.