Installation Manual Release 7.70.00 . Copyright Notice Copyright © 2010 Infor Global Solutions and/or its affiliates and subsidiaries. All rights reserved. The word and design marks set forth herein are trademarks and/or registered trademarks of Infor Global Solutions and/or its affiliates and subsidiaries. All rights reserved. All other trademarks listed herein are the property of their respective owners. Installation Manual Contents INSTALLATION MANUAL CONTENTS ............................................................................... I PREFACE ..................................................................................................................................vii Key advantages..................................................................................................................................... vii About the FACTS Installation Manual .............................................................................................viii CHAPTER 1 INTRODUCTION..................................................................................... 1-1 Installation prerequisites......................................................................................................1-1 Understanding the FACTS directory structure .................................................................... 1-2 Understanding the FACTS Authorization Code Sheet ....................................................... 1-4 Understanding WindX and the pvxhost script ................................................................... 1-5 ProvideX Application Server ............................................................................................................. 1-5 *NTHOST and *NTSLAVE................................................................................................................. 1-5 Pvxhost script (UNIX installs only) ....................................................................................... 1-5 Modifying pvxhost (UNIX installs only)..........................................................................................1-7 Additional resources and documentation ...................................................................... 1-11 CHAPTER 2 INSTALLING FACTS IN UNIX ENVIRONMENTS............................................ 2-1 Things to know before you begin...................................................................................................... 2-1 Incremenatal Update........................................................................................................................... 2-1 Installing FACTS .................................................................................................................... 2-2 Process overview ................................................................................................................................. 2-2 WindX ................................................................................................................................................... 2-2 Server Installation................................................................................................................................ 2-3 Setting up INSTALL menu programs............................................................................................... 2-8 Terminal configuration..................................................................................................................... 2-12 Installing WindX on PC clients........................................................................................................ 2-13 Client Installation .............................................................................................................................. 2-14 Installing the WindX thin client....................................................................................................... 2-14 Setting up and installing the API Toolkit.......................................................................................2-15 APIstart script (UNIX installs only)..................................................................................... 2-16 Bitmap Synchronization: .................................................................................................................. 2-18 Printers, drivers and link files.......................................................................................................... 2-19 CHAPTER 3 UPGRADING FACTS ON UNIX .............................................................. 3-1 Troubleshooting.................................................................................................................... 3-1 Upgrading from FACTS 6.06................................................................................................. 3-2 Before you begin .................................................................................................................................. 3-2 Installation Procedures ....................................................................................................................... 3-2 Setting up and installing the API Toolkit......................................................................................... 3-5 Copyright © 2010 Infor i Contents Installation Manual APIstart script (UNIX installs only)....................................................................................... 3-6 Before you allow users to sign into FACTS ..................................................................................... 3-7 Modification Review........................................................................................................................... 3-8 Archive Update.................................................................................................................................... 3-8 Sales Order and Purchase Order Entry Options ............................................................................. 3-8 Bitmap Synchronization ..................................................................................................................... 3-8 Upgrading from FACTS 6.07................................................................................................. 3-9 Before you begin .................................................................................................................................. 3-9 Installation Procedures ....................................................................................................................... 3-9 Setting up and installing the API Toolkit.......................................................................................3-12 APIstart script .................................................................................................................................... 3-13 Upgrade Notice.................................................................................................................................. 3-14 Modification Review......................................................................................................................... 3-14 Archive Update.................................................................................................................................. 3-15 Sales Order and Purchase Order Entry Options ........................................................................... 3-15 Bitmap Synchronization ................................................................................................................... 3-15 Upgrading from FACTS 7.0 or greater............................................................................... 3-16 Before you begin ................................................................................................................................ 3-16 Installation Procedures ..................................................................................................................... 3-17 Setting up and installing the API Toolkit.......................................................................................3-20 APIstart script .................................................................................................................................... 3-21 Modification Review......................................................................................................................... 3-22 Archive Update.................................................................................................................................. 3-22 Sales Order and Purchase Order Entry Options ........................................................................... 3-22 Bitmap Synchronization ................................................................................................................... 3-22 CHAPTER 4 INSTALLING FACTS ON WINDOWS SERVERS ............................................. 4-1 Things to know before you begin...................................................................................................... 4-1 Incremental Update............................................................................................................................. 4-2 Installing FACTS .................................................................................................................... 4-2 Process overview ................................................................................................................................. 4-2 Server Installation...............................................................................................................................