Copyright and Trademarks

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Dec 4, 2013 (3 years and 10 months ago)

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Copyright and Trademarks

Copyright © 2002 Great Plains Software, Inc. All rights reserved. Great Plains Software, Inc. is a wh
olly
-
owned subsidiary of Microsoft Corporation.

Microsoft, Windows, Window 2000 Server, Windows NT, Windows NT Server, Solomon Software, Solomon
IV, FRx, WebView, FRx Report Server, FRx Financial Reporter, and DrillDown Viewer

are either registered
tradema
rks or trademarks of Microsoft Corporation, Great Plains Software, Inc., or FRx Corporation

in the
United States and/or other countries. The names of actual companies and products mentioned herein may
be trademarks of their respective owners.

Purpose

The
purpose of this document is to provide instructions for installing FRx Financial Reporter 6.5 Desktop
and Professional Editions, FRx Report Server, FRx WebView, and FRx Financial Reporter 6.5 Service Pack 1
with Microsoft Business Solutions

Solomon version

5.0.

This bulletin includes the following sections:

A.

Overview

Page

2

B.

Defining a UNC Path

2

C.

Installing FRx Financial Reporter Desktop Edition

or


Professional Edition on a Server

3

D.

Installing FRx Financial Reporter 6.5 Desktop Edition

or


Professional Edition on Client Workstations

9

E.

Installing FRx 6.5 Report Server (Prof
essional Edition Only)

13

F.

Installing FRx WebView (Professional Edition Only)

20

G.

Editing the Delta.mnu Menu File

26

H.

NEW in FRx Financial Reporter 6.5: Building the


Server
-
based GL Index Files

28

I.

Entering New FRx Financial Reporter 6.5 Registration Information

29

J.

Hi
nts and Tips

29

K.

Installing FRx 6.5 Service Pack 1

31

Notes:



It is recommended that you revie
w this bulletin before you perform the installation steps.



In Section H there is a new series of steps, which must be performed after the installation of FRx
Financial Reporter 6.5 to build the server
-
based General Ledger index files (GLX). Failure to do s
o will
result in the error message, “(CheckOFSIConnection)200: frl_entity does not exist. Server
-
based GLX
not set up.” The error message appears when an FRx company is selected. Additional information
explaining the purpose of the server
-
based General Led
ger index files can be found on the FRx
Financial Reporter 6.5 CD in

\
FRx for Sol
\
Bin
\
FRxReporter
\
Scripts
\
Solomon Server
-
based GLX
Addendum to the Microsoft
®

Business Solutions

Solomon

Version 5.0 Installation Guide

FRx
®

Financial Reporter 6.5 Installation



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Description.doc
.



Section K

provides instructions for installing FRx 6.5 Service Pack 1.

Installation of this service pack is
recommended. Issues it resolves are listed in Section K under “Specific Issues Resolved.”

A.

Overview

FRx Financial Reporter 6.5 is available in a Desktop Edition and a Professional Edition. Either edition can
be installe
d on system servers and client workstations. Professional Edition can also be installed on a
report server and on a Microsoft IIS server that will host FRx WebView. Remote Solomon workstations can
install FRx

DrillDown Viewer, which is used for opening sto
red FRx Financial Reporter reports.

B.

Defining a UNC Path

The Universal Naming Convention (UNC) standard is the preferred method for accessing files in FRx
applications. UNC provides a means of locating files on a network without specifying a mapped drive le
tter.

The UNC format is
\
\
Machinename
\
Sharename
\
Path
\
Filename.

Note:

Because the FRx DrillDown Viewer can be used on remote workstations for viewing local FRx
Financial Reporter reports and not for accessing FRx applications via a network connection, it d
oes not use
the UNC standard. Instructions for installing FRx DrillDown Viewer on remote workstations can be found in
the
FRx
®

Financial Reporter 6.5 Installation and Configuration Guide
. The guide is in Adobe Acrobat PDF
format and is located in
\
Bin
\
FRxR
eporter
\
Help
\
Install
\
reporterinstall.pdf

on the FRx Financial Reporter 6.5
CD.

During your FRx Financial Reporter installation, you will be instructed to use a UNC path when specifying
the installation location for program files, SysData files, etc. Typing

UNC path elements creates the
possibility of errors that could prevent a successful FRx Financial Reporter 6.5 installation. Clicking Browse
in
FRx Financial Reporter Setup
allows you to select, rather than type, path elements to prevent errors and
help e
nsure a successful installation.

Following is an example of a UNC path:




To define a UNC path by clicking
B
r
owse

in
FRx
®

Financial Reporter Setup
:

1.

Click
B
r
owse
.

2.

Select
Network Neighborhood

(Windows 98, Windows NT 4.0) or
My Network Places

(Windows
2000,

Windows XP).

3.

Select
Entire Network
.

4.

Select
Microsoft Windows Network
.

5.

Choose the server name.

6.

Select the name of the share where Microsoft Business Solutions

Solomon is installed.

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7.

Select the Solomon version 5.0 folder.

8.

Select FP65 (Professional Edition) o
r FD65 (Desktop Edition).

9.

Click
OK
.

10.

Verify that the UNC path is correct.

Example:
\
\
Servername
\
Sharename
\
Program Files
\
Solomon IV
\
FP65

11.

Repeat steps
1

through
10
.

C.

Installing FRx Financ
ial Reporter Desktop Edition or Professional Edition on
a Server



To install FRx Financial Reporter Desktop Edition or Professional Edition on a Server:

1.

Insert the CD that contains FRx Financial Reporter 6.5 into the server’s CD
-
ROM drive.



If AutoPlay is
enabled on the CD drive, the
Installation Options

screen will appear automatically.



If AutoPlay is not enabled, run CDSetup.exe located in the root directory on the FRx Financial
Reporter CD by double
-
clicking on the file name. The
Installation Options

scr
een will then appear.






2.

Click
FRx Financial Reporter for Solomon
.
Welcome to the FRx Software Installation Browser

appears.



3.

Click
Install FRx
®

Financial Reporter
.
FRx
®

Financial Reporter Setup Welcome
appears.

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4.

Click
N
ext
.
License Agreeme
nt
appears.


5.

Carefully read the software license agreement.

6.

Click

Y
es

to accept the license agreement and continue the installation.
FRx Financial Reporter Setup
next prompts you for your installation type.

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7.

Click Local Client. If a previous version of F
Rx is installed on the server, Multiple Versions Detected
appears.


8.

Select the correct option.

9.

Click
N
ext
. The
Information

screen will appear if you select to upgrade a prior installation.


10.

Click on
OK
.
Choose Destination Location

appears, displaying th
e default destination folder for the
shared FRx files.

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11.

Verify that the default path in
Destination Folder

is correct. If it is not correct, click
B
r
owse

and
locate the correct folder.



FRx Financial Reporter Desktop Edition should be installed in

\
Solomo
n IV
\
FD65
.



FRx Financial Reporter Professional Edition should be installed in

\
Solomon IV
\
FP65
.

Note:

The path to every FRx folder should be a UNC path. For example,
\
\
Servername
\
Sharename
\
Program Files
\
Solomon IV
\
FP65
.

Also remember that it is best to se
lect, rather than type, the UNC path. See “
Defining a UNC Path
” on
page
2

to learn how to use
B
r
owse

to select a UNC path.

12.

Click
N
ext

to continue.
Loc
ation of SysData Files
appears, displaying the default folder for FRx
reporting company information and report specifications.


13.

Verify that the default path in
Destination Folder

is correct. If it is not correct, click
B
r
owse

and
locate the correct folder
.



FRx Financial Reporter Desktop Edition company information and report specifications should be
installed in

\
Solomon IV
\
FD65
\
SysData
.



FRx Financial Reporter Professional Edition company information and report specifications should be
installed in

\
Solo
mon IV
\
FP65
\
SysData
.

Note:

The path to every FRx folder should be a UNC path. For example,
\
\
Servername
\
Sharename
\
Program Files
\
Solomon IV
\
FP65
. Also remember that it is best to select, rather
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than type, the UNC path. See “
Defining a UNC Path
” on page
2

to learn how to use
B
r
owse

to select a
UNC path.

14.

Click
N
ext
.
Select Program Folder
appears, prompting for the destination of FRx Financial Reporter 6.5
p
rogram icons.


15.

In
Program Folders
, specify the folder where FRx setup should add the program icons. Either type a
folder name or select a folder from the
Existing Folders

list.

16.

Click

N
ext

to continue.
Start Copying Files
appears.


17.

Verify that all the cho
ices you made for your FRx installation are correct.

18.

If changes are needed, click
B
ack

until arriving at the incorrect selection.

19.

Make the correct selection.

20.

Click
N
ext

until you return to
Start Copying File
s. Review the selections again to make sure they
are
correct.

21.

Click
N
ext

in
Start Copying File
s.

22.

FRx Financial Reporter setup begins the installation.

23.

If the setup program detects a previous installation of FRx,
Upgrade Spec Sets?

appears, asking if
report specification sets should be upgraded for the ne
w version of FRx Financial Reporter.

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24.

It is
strongly recommended

that you update the report specification sets.
This step in the installation
provides the only opportunity to update all report specification sets automaticall
y.



To upgrade previously create
d report specification sets, click
Y
es
.



To skip upgrading previous specification sets, click
N
o
.

After FRx Financial Reporter setup finishes installing files, the
Results
screen appears.


25.

Read the information that appears in
Results
to determine if the in
stallation completed normally.

26.

If
Results
does not indicate exceptions (a zero appears beside
Exceptions Noted
), click
OK

to
continue.

27.

Click
Y
es

to open the installation log file if
Results
indicates exceptions (a number appears beside
Exceptions Noted). C
ontact Microsoft Business Solutions

Solomon Support for assistance in reviewing
and interpreting the contents of the log file. After evaluating the log, your Support representative will
provide instructions for resolving the exceptions.

28.

When you are finish
ed reviewing the log file, click
Close

to close the file.
InstallShield Wizard Complete

appears.


29.

Clear
Yes, I want to view the Help Documentation.

30.

Click
Finish
. After FRx Financial Reporter setup completes all operations, it exits.

31.

Complete the steps in

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I
nstalling FRx Financial Reporter 6.5 Desktop Edition or Professional Edition on Client Workstations
” on
page
9

at each workstation th
at will use it.

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D.

Installing FRx Financial Reporter 6.5 Desktop Edition or Professional Edition
on Client Workstations



To install FRx Financial Reporter 6.5 Desktop Edition on a client workstation:

1.

Insert the CD that contains FRx Financial Reporter 6.5 in
to the workstation’s CD
-
ROM drive.



If AutoPlay is enabled on the CD drive, the
Installation Options

screen will appear automatically.



If AutoPlay is not enabled, run CDSetup.exe located in the root directory on the FRx Financial
Reporter CD by double
-
click
ing on the file name. The
Installation Options

screen will then appear.


2.

Click
FRx Financial Reporter for Solomon
.
Welcome to the FRx Software Installation Browser

will
then appear.


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3.

Click
Install FRx
®

Financial Reporter
.
FRx Financial Reporter Setup Wel
come

appears.


4.

Click
N
ext
.
License Agreement
appears.


5.

Carefully read the software license agreement.

6.

Click
Y
es

to accept the license agreement and continue the installation.
FRx® Financial Reporter Setup
next prompts you for your installation type.

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7.

C
lick
Network Client
.

8.

Click
Next
.
Location of Shared FRx Financial Reporter Files

appears, displaying the default location of
the FRx Financial Reporter 6.5 Desktop Edition shared files installed on the server.


9.

Type the location of the FRx Financial Repor
ter files installed on the server, or click
B
r
owse
and locate
the correct folder.



The default server location of FRx Financial Reporter 6.5 Desktop Edition should be

\
Solomon
IV
\
FD65
.



The default server location of FRx Financial Reporter 6.5 Professional
Edition should be

\
Solomon
IV
\
FP65
.

Note:

Remember, the path to every FRx Financial Reporter folder should be a UNC path. For example,
\
\
Servername
\
Sharename
\
Program Files
\
Solomon IV
\
FP65
. It is best to select, rather than type, the UNC
path information.
See “
Defining a UNC Path
” on page
2

to learn how to using
B
r
owse

to select a UNC
path.

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10.

Click
N
ext
.
Select Program Folder
appears, prompting for the dest
ination of the FRx Financial Reporter
icons on the workstation.


11.

In
Program Folders
, specify the folder where FRx Financial Reporter setup should add the program
icons. Either type a folder name or select a folder from the
Existing Folders

list.

12.

Click
N
ex
t
.
Start Copying Files
appears.


13.

Verify that all the choices you made for your FRx workstation installation are correct.

14.

If changes are needed, click
B
ack

until arriving at the incorrect selection.

15.

Make the correct selection.

16.

Click
N
ext

until you return t
o
Start Copying File
s.

17.

Review the selections again to make sure they are correct.

18.

Click
N
ext
. FRx setup begins the client workstation installation.

19.

When FRx Financial Reporter setup has completed all installation tasks,
InstallShield Wizard Complete

appear
s.

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20.

Click
Finish

to complete the installation.

21.

Repeat the steps in this section on
each
client workstation that will use FRx Financial Reporter 6.5
Desktop Edition or Professional Edition.

E.

Installing FRx 6.5 Report Server (Professional Edition Only)

Prer
equisites:
FRx Financial Reporter 6.5 Professional Edition must be installed prior to installing FRx
Report Server.

A UNC path, instead of a permanent drive letter, is recommended for your FRx Financial Reporter 6.5
installation.

Example:
\
\
Servername
\
Shar
ename
\
Program Files
\
Solomon IV
\
FP65


Remember that it is best to select, rather than type, the UNC path information. See “
Defining a UNC Path

on page
2

to learn how to use Browse to select a UNC path.



To install FRx Report Server:

1.

In Windows Explorer, create an FRx Report Server folder to facilitate defining the Report Server UNC
path later in your installation. Create the folder at the same share leve
l as the folder where Solomon
program files are installed.

Note:

FRx 6.5 Report Server must be installed into a new folder if you are upgrading from a previous
version of Report Server.

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2.

Insert the CD that contains FRx Financial Reporter

6.5 into the server’s CD
-
ROM drive.



If AutoPlay is enabled on the CD drive, the
Installation Options
screen will appear automatically.



If AutoPlay is not enabled, run CDSetup.exe located in the root directory on the FRx Financial
Reporter CD by double
-
cli
cking on the file name. The

Installation Options

screen will then appear.


3.

Click
FRx Financial Reporter for Solomon
.
Welcome to the FRx Software Installation Browser

will
then appear.

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4.

Click
Install FRx Financial Reporter
.
FRx Financial Reporter Setup We
lcome

appears.


5.

Click
Next
.
License Agreement
appears.


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6.

Carefully read the software license agreement.

7.

Click
Y
es

to accept the license agreement and continue the installation.
FRx
®

Financial Reporter Setup
next prompts you for your installation type.


8.

C
lick
Product Key
.
Product Key Registration
appears.


9.

Type your 8
-
character Product Key.

10.

Click
N
ext
. Confirmation is received if the Product Key is correct.


11.

Click
OK
.
FRx® Financial Reporter Setup
appears again, prompting you to choose your installation
type.

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12.

Click
All Components
.

13.

Click
Next
.
Product Level : Professional
appears.


14.

Select
FRx
®

Report Server.

15.

Clear all other check boxes.

16.

Click
N
ext
.
Location of FRx Report Server
appears.


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17.

If the default destination folder is not correct, click
B
r
owse

an
d locate (or create) the folder.

18.

Click
N
ext
.
Location of SysData Files
appears, prompting for the destination folder of the FRx SysData
files.


19.

Verify that the default path is correct. If it is not, click
B
r
owse

and locate the correct folder. The FRx
Fina
ncial Reporter Professional Edition SysData files should be installed in

\
Solomon
IV
\
FP65
\
SysData
.

20.

Click
N
ext
.
Location of the Queue data Files
appears, prompting for the location of the shared queue
database.


21.

Verify that the default path is correct. It

is not, click
B
r
owse

and locate the correct folder. The FRx
Financial Reporter Professional Edition SysData files should be installed in

\
Solomon
IV
\
FP65
\
SysData
.

22.

Click
N
ext
.
Select Program Folder
appears, prompting for the destination of FRx program ico
ns.

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23.

In
Program Folders
, specify the folder where FRx setup should add the program icons. Either type a
folder name or select a folder from the
Existing Folders

list.

24.

Click
N
ext
.
Start Copying Files
appears.

\

25.

Verify that all the choices you made for you
r FRx Report Server installation are correct.

26.

If changes are needed, click
B
ack

until you arrive at the incorrect selection.

27.

Make the correct selection.

28.

Click
N
ext

until you return to
Start Copying File
s.

29.

Review the selections again to make sure they are c
orrect.

30.

Click
N
ext

in
Start Copying File
s. The FRx Report Server installation begins. After all files are installed,
InstallShield Wizard Complete
appears.

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31.

Clear the check boxes.

32.

Click
Finish
.

F.

Installing FRx WebView (Professional Edition Only)

Prerequisi
tes:
FRx Financial Reporter 6.5 Professional Edition must be installed prior to installing FRx
WebView. FRx WebView must be installed on the IIS server that will host FRx WebView. The minimum
hardware and software requirements for the FRx WebView installat
ion are:



Pentium 500 MHz processor







Microsoft IIS 4.0



128 MB RAM



Microsoft Transaction Server (MTS)



Windows NT 4.0 Service Pack 4 or Windows 2000 Service Pack 2



Internet Explorer 5.5

A UNC path, instead of a permanent drive letter, is recommended for yo
ur FRx Financial Reporter 6.5
Professional Edition installation.

Example:

\
\
Servername
\
Sharename
\
Program Files
\
Solomon IV
\
FP65

Remember that it is best to select, rather than type, the UNC path information. Refer to “
Defining a UNC
Path
” on page
2

to learn how to use Browse to select a UNC path.



To install FRx WebView:

1.

In Windows Explorer, create an FRx WebView folder to facilitate defining the WebView
UNC path later
in your installation. Create the folder at the same share level as the folder where Microsoft Business
Solutions

Solomon program files are installed.

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Note:

FRx 6.5 WebView must be installed in a new directory if upgrading from a previous ve
rsion of FRx
WebView.


2.

Insert the CD that contains FRx Financial Reporter 6.5 into the CD
-
ROM drive on the IIS server that
will host FRx WebView.



If AutoPlay is enabled on the CD drive, the

Installation Options

screen will appear automatically.



If AutoPla
y is not enabled, run CDSetup.exe located in the root directory on the FRx Financial
Reporter CD by double
-
clicking on the file name. The
Installation Options

screen will then appear.


3.

Click
FRx Financial Reporter for Solomon
.
Welcome to the FRx Software
Installation Browser

will
then appear.

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4.

Click

Install FRx
®

WebView / FRx
®

WebPort
.
Product Key Registration

appears.


5.

Enter the Product Key.

6.

Click
N
ext
.
Welcome to the InstallShield Wizard for FRx
®
WebView

appears.


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7.

Click
N
ext
.
License Agreement
appear
s.


8.

Carefully read the software license agreement.

9.

Click
Y
es

to accept the license agreement and continue the installation. If an existing FRx WebPort 6.0
installation is found,
Existing FRx WebPort 6.0 Install Found
appears.


10.

Select one of the following

options:



Upgrade 6.0 to 6.5.

(To update your current WebView)



Install 6.5 without upgrading.

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11.

Click
N
ext

to install FRx WebView.
Select FRx WebPort Components to Install

appears.


12.

Select
FRx
®

WebView 6.5
.

13.

Click
N
ext
.
Choose Destination Location
appears.


14.

Verify that the default destination folder is correct. If it is not correct, click
B
r
owse

and locate the
correct folder.

Note:
Remember, the path to every FRx folder should be a UNC path. For example,
\
\
Servername
\
Sharename
\
Program Files
\
Solomon IV
\
FP65
.
It is best to select, rather than type, the UNC
path information. See “
Defining a UNC Path
” on page
2

to learn how to use
B
r
owse

to select a UNC path.

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15.

Click
N
ext
.
Enter FRx WebPort UNC Share Name
appears.


16.

In
UNC Name
, type the name of the UNC share for your WebView installation. This is
not

the UNC
path.

17.

Click
N
ext
.
Please Enter Virtual Directory Name
appears.


18.

Type the name of your WebView Virtual Di
rectory in
Name
. Do not use spaces in the virtual directory
name.

19.

Click
N
ext
.
Start Copying Files
appears.

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20.

Review the settings before clicking
N
ext
. If you need to change a setting, click
B
ack
.

21.

FRx WebPort setup begins installin
g FRx WebView. After FRx WebPort setup finishes installing files,
InstallShield Wizard Complete
appears.


22.

Click
Finish
.

G.

Editing the Delta.mnu menu file

Because the home directory for FRx Financial Reporter 6.5 has changed to
\
FD65 or
\
FP65, the Delta.mnu
file will need to be edited to allow access to FRx from Solomon’s Module menu. If the Delta.mnu is not
edited, System Message 5004 “Unable to execute …
\
FP
\
FRX32.EXE. Windows Create Process() error 2” will
appear when an attempt is made to access FRx from t
he Module menu.



To edit the Delta.mnu file:

1.

All users must quit Solomon until these steps have been completed.

2.

Using Windows Explorer, locate the Delta.mnu file in the directory where Solomon is installed. For
example,
C:
\
Program Files
\
Solomon IV
\
Delta.m
nu
.

3.

Right
-
click to select the file.

4.

Click
Properties
.

5.

“Notepad” should display next to
Opens With
. If it does not, click
C
hange
, then click
Notepad

followed by
OK
.

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6.

Clear the
Read
-
only

Attributes check box.

7.

Click
Apply
.

8.

Click
OK

to close
DELTA.MNU Propertie
s
.

9.

Double
-
click the file Delta.mnu to open it for editing.

10.

Scroll to find the FRx sections. They will look like this:

[&FRx Desktop]

Designer, FD
\
FRX32.EXE

DrillDown Viewer, FD
\
Drill32.EXE

Report Launcher, FD
\
Launch32.EXE

[FR&x Professional Edition]

Design
er, FP
\
FRX32.EXE

DrillDown Viewer, FP
\
Drill32.EXE

Report Launcher, FP
\
Launch32.EXE

*

[&FRx Desktop]

*

Designer, FD65
\
FRX32.EXE

*

DrillDown Viewer, FD65
\
Drill32.EXE

*

Report Launcher, FD65
\
Launch32.EXE

*

*

[FR&x Professional Edition]

*

Designer, FP65
\
FRX32.
EXE

*

DrillDown Viewer, FP65
\
Drill32.EXE

*

Report Launcher, FP65
\
Launch32.EXE

11.

Type asterisks before the first and second FRx sections to change them to comments.

12.

Delete the asterisks before each line in the third and fourth FRx sections. After steps 10 and

11 are
completed, the Delta.mnu file should read as follows:

*


[&FRx Desktop]

*

Designer, FD
\
FRX32.EXE

*

DrillDown Viewer, FD
\
Drill32.EXE

*

Report Launcher, FD
\
Launch32.EXE

*

*


[FR&x Professional Edition]

*

Designer, FP
\
FRX32.EXE

*

DrillDown Viewer, FP
\
Drill32.EXE

*

Report Launcher, FP
\
Launch32.EXE

*

[&FRx Desktop]

Designer, FD65
\
FRX32.EXE

DrillDown Viewer, FD65
\
Drill32.EXE

Report Launcher, FD65
\
Launch32.EXE

[FR&x Professional Edition]

Designer, FP65
\
FRX32.EXE

DrillDown Viewer, FP65
\
Drill32.EXE

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Report La
uncher, FP65
\
Launch32.EXE

13.

Save the file.

14.

Exit Notepad.

15.

In Windows Explorer, locate the Delta.mnu file.

16.

Right
-
click to select it.

17.

Click
Properties
.

18.

Select the
Read
-
only

Attributes check box.

19.

Click
Apply
.

20.

Click
OK

to close
DELTA.MNU Properties
.

H.

NEW in FRx Fi
nancial Reporter 6.5: Building the Server
-
based GL Index Files

Note:

The following steps must be performed after the installation of FRx Financial Reporter 6.5 to build
the server
-
based General Ledger index files (GLX). Failure to do so will result in the
error message,
“(CheckOFSIConnection)200: frl_entity does not exist. Server
-
based GLX not set up.” The error message
will appear when an FRx company is selected.

Additional information explaining the purpose of the server
-
based General Ledger index files
can be found
on the FRx Financial Reporter 6.5 CD in
\
FRx for Sol
\
Bin
\
FRxReporter
\
Scripts
\
Solomon Server
-
based GLX
Description.doc
.



To build the server
-
based GL indexes:

1.

Insert the FRx Financial Reporter 6.5 CD into the server’s CD drive.

2.

Open SQL Query

Analyzer.

3.

Locate the following SQL scripts on the FRx Financial Reporter 6.5 CD in
\
Bin
\
FrxReporter
\
Scripts
. Run
the scripts in the order they appear below. They must be run against each of your company’s
application databases:

3.1.

Solomon Server
-
based GLX.sq
l

Statements that create Solomon server
-
based GLX tables, stored procedures, and view are
contained in this script

Note:
Prior to running this script, replace <SystemDBName> in the frl_acctsub_view
CREATE VIEW

statement with the name of your system databas
e.

3.2.

Account Trigger.sql

Contains the update trigger for the
Account

table in the Solomon application database.

3.3.

AcctHist Trigger.sql

Contains the insert trigger for the
AcctHist

table in the Solomon application database.

3.4.

GLTran Trigger.sql

Contains the inse
rt/update trigger for the
GLTran

table in the Solomon application database.

4.

In SQL Query Analyzer, run the following script against each of your company’s system databases:

4.1.

AcctSub Trigger.sql

Contains the update trigger for the
AcctSub

table in the Solomo
n system database.

5.

Execute the stored procedure
Frx_initial_glx_build

against each application database by editing and
then running the SQL statement below. Use the guidelines and examples that follow the statement to
help you edit it.

EXEC frx_initial_glx
_build
N
,
System Database Name
,
Company ID

5.1.

Replace
N

with the natural account length for your database (required parameter).

Natural Account Length (tinyint)


Length of the natural account segment as found on the
System
Specific Information

tab of the
Com
pany Information

screen.

5.2.

Replace
‘System Database Name’

with your system database name (required parameter).

System Database Name (varchar(128))


System database name as entered on the
System
Specific Information

tab in
Company Information
.

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5.3.

Replace
‘Compa
ny ID’

with your company ID (optional parameter).

Specific Company ID (char(10))


If this parameter is not supplied, the server
-
based GLX is
populated for all companies within the Solomon application database. If it is supplied, only the
specified company

ID is populated.

Execution examples:



To build all companies in the Solomon application database DemoPremierApp60:

EXEC frx_initial_glx_build 4, DemoPremierSystem



To build company 0060 in Solomon application database DemoPremierApp60:

EXEC frx_initial_glx
_build 4, DemoPremierSystem, 0060

I.

Entering New FRx Financial Reporter 6.5 Registration Information

For clients upgrading from a previous version of FRx, FRx Financial Reporter 6.5 requires that new
registration information be entered in the
Admin | Organi
zation |
Organization Information

dialog box.
Refer to “Registering FRx Financial Reporter” in the guide
Getting Started with FRx
®

Financial Reporter 6.5
for Solomon IV
®

version 5.0

for instructions on entering the new registration information.

Note:

In a
ddition to entering new registration information in
Organization Information
, it will also be
necessary to delete “Unknown Accounting System” from the
Accounting Systems

box.

J.

Hints & Tips

If there’s a problem with your FRx Financial Reporter 6.5 upgrade…

The following steps are designed for the occasional case where the
FRx Financial Reporter Setup

did not
display the upgrade prompt, the upgrade prompt was not chosen, or the upgrade prompt was chosen but
the upgrade failed.

Notes:



FRx Financial Reporter 6.
5 must be installed prior to performing the steps below.



The installation in the examples below is FRx Financial Reporter 6.5 Professional Edition.



To upgrade reports from an earlier version of FRx Financial Reporter:

1.

Locate the file InstallAssist.exe. A t
ypical path is

\
Program Files
\
Solomon IV
\
FP65
\
InstallAssist.exe
.

2.

Run InstallAssist.exe by double
-
clicking in the file name.
FRx Installation and Upgrade Assist Utility

will
appear.


3.

Click the appropriate
Select Previous Install Type

option button.



If you

are upgrading from
FRx 4.7,

click
Version 5.0 or
e
arlier
.



If you are upgrading from
FRx 5.5 or 6.0,

click
Version 5.50 or
l
ater
.

4.

In
Enter
M
anufacturing Code
, type AD.

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5.

Click
B
rowse
.

6.

Browse to locate the file FRxSys32.mdb (FRx Financial Reporter 5.5 or 6.0)

or FRxSys2.mdb (FRx
Financial Reporter 4.7). The file is found in

\
SysData
.


7.

Double
-
click to select the file and populate the
Old Install System File

box.

8.

Click
N
ext
.

9.

Click
B
rowse
.

10.

Browse to locate the file FRxSys32.mdb for the FRx Financial Reporter 6.
5 installation. In the example
below, the file is found in …
\
FP65
\
SysData
.


11.

Double
-
click to select the file and populate the
New SysData directory

box.

12.

Click
N
ext
.

13.

Click
B
rowse
.

14.

Browse to locate the file FRx32.exe for the FRx Financial Reporter 6.5 insta
llation. In the example
below, the file is found in

\
FP65
.


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15.

Double
-
click to select the file and populate the
New Install Directory

box.

16.

Click
N
ext

to start the upgrade.

17.

When the upgrade is finished,
Results

will appear:


18.

Click
Y
es

to review the exceptio
ns in the file InstallAssist(date).Log.

Exceptions typically do not mean that the upgrade was unsuccessful, only that there are some issues
that may need to be corrected manually. The log file gives an explanation of each exception and the
steps that the s
ystem was able to take to correct the issue. If you have questions about exceptions,
please contact Technical Support.

If you would like to run FRx Financial Reporter 6.0 and 6.5 for parallel testing...



To run FRx Financial Reporter 6.0:

1.

In Windows Explor
er browse the FRx Financial Reporter 6.0 directory to find the file FRxReg.exe.

2.

Double
-
click on this file.

3.

Open the FRx Financial Reporter 6.0 application.



To run FRx Financial Reporter 6.5:

1.

In Windows Explorer browse to the FRx Financial Reporter 6.5 dire
ctory to find the file FRxReg.exe.

2.

Double
-
click on this file.

3.

Open the FRx Financial Reporter 6.5 application.

Warning!

When you uninstall FRx Financial Reporter 6.0, version 6.5 is affected. After you uninstall version 6.0,
browse the 6.5 directory for a
file named FRxReg.exe. Double
-
click on this file before opening FRx
Financial Reporter 6.5.

K.

Installing FRx 6.5 Service Pack 1

I
nstallation
Highlights



FRx 6.5 Service Pack 1 will update the following FRx applications:

Designer




Report Server

DrillDown Vie
wer



Web Administrator

Report Launcher



WebView



The service pack must be installed on a computer upon which FRx Financial Reporter 6.5 is already
installed, or the service pack installation will not run properly.



The service pack must be installed on
all

machines where FRx Financial Reporter 6.5 is currently
installed.



The service pack is all
-
inclusive. All of the FRx Financial Reporter 6.5 components are included in one
file.



It is not necessary to install the full service pack on thin client workstation
s. A new utility, FRxReg.exe,
will install during the service pack installation. It is designed to be run on any FRx Financial Reporter
6.5 thin client workstation to register dynamic
-
link library (DLL) files that are updated by the service
pack. Refer to
Installing
Frx 6.5
Service Pack
1
Thin
Client

on page
39

for installation steps.

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BCL easyPDF printer driver setup files are installed

when the FRx Web Server components are selected.
This driver must be installed in order to create printer
-
friendly reports in PDF format. In FRx 6.5
Service Pack 1, FRx WebView printer
-
friendly functionality is only available on Windows 2000 Server.
BCL e
asyPDF printer driver is currently not supported on Windows NT servers.



Prior to installing the service pack, we
strongly recommend

that you make a backup of all FRx
directories. Although the service pack will make a backup of the files being replaced, it
is always good
practice to keep a recent backup of your directories.

Note:

Installation of the service pack requires that all users exit the FRx 6.5 applications.

Installing FRx 6.5 Service Pack 1 for FRx Designer, Report Launcher, and
DrillDown Viewer



P
erform the following steps on the workstation or server where the FRx Financial Reporter 6.5 program
files are installed:

1.

Locate the file FRx65_SP6050051e.EXE in the
\
SP1

folder at the root of the FRx Financial Reporter 6.5
CD, and double
-
click to open the

file.
Welcome

displays.


2.

Click
N
ext
.
Select the products you wish to upgrade

displays.


3.

Select
FRx Designer, Report Launcher, and DrillDown Viewer
.

4.

Click
N
ext
.
Choose the Location of your FRx Directory

displays.

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5.

The UNC path to which FRx Financial Rep
orter Desktop or Professional Edition is installed will display in
Destination Folder
. The path will be
\
\
servername
\
sharename
\
program

directory
. To accept the
default destination, click
N
ext
.

To select a

local installation path as the destination, click
B
r
owse
. An example of a local installation
path is
C:
\
Program Files
\
Solomon
\
Sol50
\
Sol4
\
FP65
. After finding the correct path, click
OK
.

Note:

You will not be able to select a UNC path if you browse to locat
e the installation path.

6.

Click
N
ext

to begin the installation.
Start Installation

displays.


7.

Click
N
ext
. The Progress Indicator displays.

8.

FRx 6.5 Service Pack Installation

displays when the installation is f
inished
. Click
F
inish
.

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Installing FRx 6.5 Ser
vice Pack 1 for Report Server



Perform the following steps on the FRx 6.5 Report Server:

1.

Locate the file FRx65_SP6050051e.EXE
in the
\
SP1

folder at the root of the FRx Financial Reporter 6.5
CD
, and double
-
click to open it.
Welcome

displays.


2.

Click
N
ext
.

Select the products you wish to upgrade

displays.

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3.

Select
FRx Report Server
.

4.

Click
N
ext
.
Choose the Location of your FRx Report Server

displays.


5.

Click
N
ext

to accept the default destination folder. Click
B
r
owse

to select a different path, and then
clic
k
N
ext
.
Start Installation

displays.


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6.

Click
N
ext

to begin the installation. The Progress Indicator will display.

7.

When
FRx 6.5 Service Pack Installation

displays with the “Installation Completed!” message, click
F
inish
.

Installing FRx 6.5 Service Pack 1 fo
r FRx Web Components

This installation should be done on any client computer or server with FRx WebView and Web
Administrator installed.



To install the service pack on a Microsoft
®

Windows NT Server:

NOTE:
Before applying the service pack

reboot t
he serv
er where FRx WebView is installed. If the server is
not rebooted, FRx Web files will be locked by IIS, and you will not be able to install the service pack.

1.

Launch the Microsoft IIS Internet Service Manager.

2.

Stop the FRx Web site.

3.

Close the Microsoft IIS I
nternet Service Manager.

4.

Reboot the server.

5.

From the server or a workstation (Remote Web Administrator only), locate the file
FRx65_SP6050051e.EXE in the
\
SP1

folder at the root of the FRx Financial Reporter 6.5 CD, and
double
-
click to open it.
Welcome

dis
plays.


6.

Click
N
ext
.
Select the products you wish to upgrade

displays.


7.

Select
FRx Web Components

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8.

Click
N
ext
.
Choose the Location of your Web Components

displays.


9.

Click
N
ext

to accept the default destination folder. Click
B
r
owse

to select a different pa
th, and then
click
N
ext
.
Start Installation

displays.


10.

Click
N
ext

to begin the installation. The Progress Indicator will display.

11.

When
FRx 6.5 Service Pack Installation

displays with the “Installation Completed!” message, click
F
inish
.

12.

Using Microsoft IIS

Internet Service Manager, browse to the WebView package. It is located in
Microsoft Transaction Server | Computers | <
ComputerName
> | Packages Installed | FRx
WebView Package
.

13.

Open the Components folder for the FRx WebView package.

14.

Delete the file FRxHTML
.FRxHTMLAdapter.

15.

In Windows Explorer, locate the FRx WebView directory.

16.

Reduce Windows Explorer so you can see both the IIS and Explorer windows simultaneously on your
screen.

17.

Drag the file FRxHTML.dll from the WebView directory onto the right side of the
IIS Service Manager
window.

18.

Close the Microsoft IIS Internet Service Manager window.

19.

Click
Yes

to save changes.

20.

Launch Microsoft IIS Internet Service Manager.

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21.

Restart the FRx Web site.



To install the service pack on a Microsoft
®

Windows 2000 Server:

1.

Stop

the World Wide Web Publishing Service using the following steps:

1.1

Choose
Start | Run
.

1.2

Type
Net Stop w3svc
.


1.3

Press
Enter
. The server will pause for a moment and the command should not return an error
or a message.

2.

From the server or a workstati
on (for the Remote Web Administrator only), locate the file
FRx65_SP6050051e.EXE in the
\
SP1

folder at the root of the FRx Financial Reporter 6.5 CD, and
double
-
click to open it.
Welcome

displays.


3.

Click
N
ext
.
Select the products you wish to upgrade

displ
ays.


4.

Select
FRx Web Components

5.

Click
N
ext
.

Choose the Location of your FRx Web Components
displays.

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6.

Click
N
ext

to accept the default destination folder. Click
B
r
owse

to select a different path, and then
click
N
ext
.
Start Installation

displays.


7.

Click
N
ext

to begin the installation. The Progress Indicator will display.

8.

When
FRx 6.5 Service Pack Installation

displays with the “Installation Completed!” message, click
F
inish
.

9.

Install the BCL easyPDF printer driver if it was not already installed. Driver se
tup files are available in
the BCL folder which was created in the WebView directory during the service pack installation.

10.

Follow these steps to restart the World Wide Web Publishing service on the IIS Server:

1.1

Choose
Start | Run
.

1.2

Type
Net Start w3s
vc
.


1.3

Press
Enter
. The server will pause for a moment and the command should not return an error
or a message.

Installing FRx 6.5 Service Pack 1 Thin Client



To install the service pack for a thin client workstation:

Note:

FRx 6.5 must be installed be
fore installing the service pack on the workstation.


1.

On the workstation m
ap a drive to the share on the server where FRx
Financial Reporter 6.5
program
files are stored.

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2.

Using
Windows Explorer
, b
rowse
on the mapped drive
to the FP65 (Professional) or FD65

(Desktop)
directory

on the server and locate the file FRxReg.exe.


3.

Double
-
click to open the file. A blank DOS window will display.

Although it may seem that the installation process has failed or stopped responding, do not close this
window. Closing the
window will interrupt registration of new DLLs on the workstation and cause the
installation to terminate improperly.

NOTE:

If the DOS window is closed, FRxReg.exe can be executed again.

4.

The Progress Indicator will display and will indicate when the instal
lation is complete.

Specific Issues Resolved

Solomon Problem Number

FRx SMR Number

Description

Not specific to Solomon

15310

Designer
-

Row Restrictions show
Forecaster Company data for all
children units in tree

Not specific to Solomon

15463

Designer
-

13
th

period not pulling data
for Forecaster Company in Designer

Not specific to Solomon

13391

Web Server
-

Column B displaying
amounts in Column C & D when
drilling into total

PR# 4060

14994

Web Server


Printing to a PDF file in
FRx Web

PR# 4335

15782

Out of Balance message when drilling
into the Transaction Level where the
calendar year does not match the
fiscal year


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Summary

This document explains how to install FRx Financial Reporter 6.5 Desktop and Professional Editions, FRx
Report Server, FRx We
bView, and FRx 6.5 Service Pack 1 with Microsoft Business Solutions

Solomon
version 5.0. To download other Solomon documentation, visit
CustomerSource

or
PartnerSource

on the
Web.

If you require further assistance, please contact your authorized Microsoft Business Solutions
-
Solomon representative or certif
ied consultant.