SYSPRO Installer

SYSPRO Software is published to the Azure Content Delivery Network (CDN). Downloading software is optimized to obtain software based on point-of-presence (POP). The benefits of this include:

• Software is always current

• Local downloads result in faster speed and higher performance

• Large file support

• Available 24/7 (If one region should fail for any reason, the software is then sourced from another POP.)

• No more DVD installs

This depends on the version of SYSPRO 8 that you are running:

• SYSPRO 8 2021 R1 onwards:

  When the underlying SYSPRO Server Run Time System (RTS) detects an unexpected problem, the RTS diagnostic files are written to the \Work\Diagnostics folder using a new naming convention that includes the date and time, and the current contents of the black box are appended to the existing log, providing a trace of the events leading up to the RTS error.

• SYSPRO 8 2020 R2 and prior:

  When the underlying SYSPRO Server Run Time System (RTS) detects an unexpected problem, SYSPRO records a message in the _SYSPRO64_DLL_Exceptions.txt diagnostic log within the \Base\Settings folder.

For client machines, you can roll-out the SYSPRO software using one of the following options:

• Run the SYSPRO Installer Application app on each client machine to install the SYSPRO client.

  Best practice: Access the SYSPRO Installer Application from the SYSPRO Deployment Shared folder.

• Use the Export function of the app.

  Once you have completed your export, all items exported are downloaded from Azure to the SYSPRO Deployment Shared folder and a text file is created which you can then use for rolling out to your clients.

SYSPRO Installer Application version 1.0.0.44 onwards:

You can speed up the installation process by first downloading the installation files to a folder that the SYSPRO Installer Application can use.

Use the Product File Downloads function within the app.

SYSPRO Installer Application version 1.0.0.44 and prior:

You can speed up the installation process by copying previously downloaded installation files to a folder that the SYSPRO Installer Application can use.

Copy the latest files C:\SYSPRO Deployment\SYSPRO Release\* from a computer which has already downloaded the installs, to the target computer folder with the same name.

If you need to update software or deploy hotfixes, but have multiple application servers for the same site, you have to run the SYSPRO Installer Application on each machine that has the Application Server installed. This is because hotfixes must be applied directly to the Application Server.

SYSPRO ERP needs access to the SYSPRO Deployment Service and the SYSPRO Deployment Service needs access to the internet 24/7 and Microsoft SQL Server.

Best practice guidelines for installing the SYSPRO Deployment Service:

• Don't install the service on the SYSPRO Application server, unless absolutely necessary.

  The reasons for this recommendation include:

  • You may not want to unnecessarily expose your application server to the internet.

  • You can't move the SYSPRO Deployment Service without uninstalling all SYSPRO Software.

    This would also break your SYSPRO Client Deployment Service Endpoints, which would require visiting each Client PC and manually updating the endpoint.

  • Ideally, you should always run the SYSPRO Deployment Service under a service account.

    This makes it easier to control internet access security as the Deployment Service is not proxy server aware, so security must be managed by the service account.

  If the SYSPRO Application servers are on the same network, then you should only be using one SYSPRO Deployment Service to avoid ending up with crosstalk.

  If you require two Deployment services, ensure that they are located on isolated networks.

• The machine on which you install the service must be visible to all SYSPRO machines involved.

• The machine must have permanent internet access to communicate with the SYSPRO Content Delivery Network (CDN) and services.

• Don't install the service on a customer laptop or standalone PC that could potentially be removed from the network.

• Testing servers should ideally not be able to see the Production server.

  One of the reasons behind this guideline is that if you restore the Production SYSPRO Databases directly on a test server and start to use it without making other crucial changes, you will inadvertently be updating the Production Data.

  For example:

  The address of the SYSPRO 8 e.net Communications Load Balancer on a restore within a test server would be pointing to the Production server until you change it.

  Therefore, if the test server can't see the production server, you reduce the risk of problems occurring later.

The SYSPRO 8 runtime uses Micro Focus installation software and is therefore listed as Micro Focus COBOL Server within the Program and Features function of your Windows Control Panel application.

Product files are checksummed when they are used. The checksum hash for the product files is stored as an encrypted string in the ReleaseProductParameters SQL table. It is available in the collection of product parameters.

If the checksum doesn’t match, the install will not continue until it has been resolved.

In addition, every installation has been digitally signed by SYSPRO from EXEs to MSIs. Therefore, the digital signature is broken as soon as a file is edited and re-saved in any way.

SYSPRO 8 must be installed on a 64-bit server because all the SYSPRO services are now 64-bit.

SYSPRO 8 was developed to be installed exclusively on 64-bit client and server operating systems. In addition, the SYSPRO 8 installation application is also only available to run on a 64-bit operating system.

However, there is limited support for SYSPRO 8 Clients running 32-bit operating systems. The 32-bit client can only be installed using the export function in the SYSPRO 8 installation application.

The SYSPRO 8 and 32-bit Client Operating Systems guide covers the steps to be taken to install the SYSPRO 8 Client component on a 32-bit operating system (available from the Install Guides page of the Resources section).

When you request a SYSPRO 8 license, you will receive an email containing the XML license file attachment.

Both of these codes are contained in the license file.

If the SYSPRO Installer Application detects that the machine on which it is setup is renamed, it will attempt to self-heal with an automatic reconfiguration process, in order to update the deployment details.

• If you are running the SYSPRO Installer Application for the first time:

  From the Endpoint Address screen, disable the Install service using defaults option.

  This enables you to enter the installation parameters and domain credentials required to run the service.

  For more information about this process, view the Initial run of SYSPRO Installer section of the Help.

• If you are not running the SYSPRO Installer Application for the first time:

  From the Sign In Page, select the config icon () located in the top right-hand corner.

  This enables you to configure the service to use a named user.

  For more information about this process, view the Update Deployment Service Credentials section of the Help.

You can only have one deployment group per machine.

Therefore, if the SELECT button against the deployment group is grayed out, it means that this machine already has a deployment group configured against it and existing SYSPRO software installed.

If you have more than 4 deployment groups configured, then you can search for a specific deployment group by using the Search function on the Deployment Groups screen.

The following hierarchy is used when searching for deployment groups:

1. Deployment group name

2. Deployment group description

3. Deployment group type

4. Release name

Before validating the product parameters for the SYSPRO 8 Reporting Host Service, you need to ensure that the User Name entered has the correct Microsoft Windows Local Security Policy permissions assigned. This is achieved as follows:

1. Open the Local Security Policy program within Microsoft Windows.

2. Expand the Local Policies folder and select User Rights Assignment.

3. Within the Policy column, right-click the Log on as a service policy and select Properties.

4. Select the Add User or Group option.

5. Add the User Name with its associated domain and select OK.

The Internet Information Services (IIS) WebSocket Protocol feature is required when installing one of the following:

• SYSPRO Web UI (Avanti)

• SYSPRO Point of Sale

Therefore, before installing either of these products, you can enable the Internet Information Services (IIS) WebSocket Protocol feature as follows:

1. Open the Turn Windows Features on or off program.

2. Navigate as follows:

   Internet Information Services > World Wide Web Services > Application Development Features

3. Enable the WebSocket Protocol option.

   

4. Save your changes.

Yes, in the unlikely event that a deployed hotfix contains a flaw that may result in more damage than it was trying to repair, you can uninstall the hotfix.

The system is able to revert affected programs to a state prior to the deployment of the faulty hotfix.

One of the best things about the hotfix technology in SYSPRO 8 is that if, for any reason, you wish to uninstall a hotfix, the software is restored back to what it was prior to the hotfix being installed.

The same happens if you were to uninstall a Consolidated Hotfix. The software will revert to just the previously installed hotfixes.

When you select to uninstall any version of the Additional Reporting Software, the application uninstalls all SAP Crystal products installed. This ensures that the uninstall process is performed in the correct order and without any components incorrectly being left behind.

The following process occurs when uninstalling Additional Reporting Software using the SYSPRO Installer Application:

1. The following services are stopped:

   • SYSPRO 8 Reporting Host Service

   • SYSPRO 8 RAS Management Service

   • SYSPRO 8 Report Print Service

     i.e. BOEXI40CrystalReportApplicationServer(1)

   • SYSPRO 8 Document Print Service

     i.e. BOEXI40CrystalReportApplicationServer(2)

   • All SRS RAS Server Services using a port number >= 20150

     i.e. BOEXI40CrystalReportApplicationServer20150 and greater than 20150

2. The following services are disabled:

   • SYSPRO 8 Reporting Host Service

   • SYSPRO 8 RAS Management Service

   • SYSPRO 8 Report Print Service

   • SYSPRO 8 Document Print Service

   • All SRS RAS Server Services using a port number >= 20150

     i.e. BOEXI40CrystalReportApplicationServer20150 and greater than 20150

3. The following services are deleted:

   • BOEXI40CrystalReportApplicationServer20150 and greater than 20150

     i.e. All SRS RAS Server Services using a port number >= 20150

4. The following products are uninstalled:

   Additional Reporting Software 2020 SP4:

   • SYSPRO 8 Reporting Components

   • SYSPRO 8 Reporting Designer Addin

   • SAP Crystal Reports 2020 SP4

   • BusinessObjects.NET SDK 64bit 4.3 SP4

   • SAP Crystal Reports Server 2020 SP4

   • SAP Crystal Reports runtime engine

   Additional Reporting Software 2020:

   • SYSPRO 8 Reporting Components

   • SYSPRO 8 Reporting Designer Addin

   • SAP Crystal Reports 2020 SP2

   • BusinessObjects.NET SDK 64bit 4.3 SP2

   • SAP Crystal Reports Server 2020

   • SAP Crystal Reports runtime engine

   Additional Reporting Software 2016:

   • SYSPRO 8 Reporting Designer

   • SYSPRO 8 Reporting Components

   • SAP Crystal Reports 2016 SP8

   • Business Objects Runtime x86

   • SAP Crystal Reports Server 2016 SP8

   • Business Objects Runtime x64

   Additional Reporting Software 2013:

   • Business Objects Runtime x64

   • SAP Crystal Reports runtime engine

   • SAP Crystal Reports 2013 SP8 update

   • SAP Crystal Reports Server 2013 SP8

   • SAP Crystal Reports 2013 SP6

   • BI platform .NET SDK Redistributable

   • SYSPRO 8 Reporting Components

   • SYSPRO 8 Reporting Designer

Considerations:

• Rebooting your machine after the above processes have completed is highly recommended.

• Due to SAP Crystal Reports 2013 and SAP Crystal Reports 2016 having reached the end of their life cycles:

  You will not be able to perform a reinstall of either Additional Reporting Software 2013 or Additional Reporting Software 2016 after removing them.

Upgrading is when you move from one version of SYSPRO software to another (e.g. from SYSPRO 7 Update 1 to SYSPRO 8).

Updating is when you move from one release of the current software to a later release (e.g. from SYSPRO 8 2018 R2 to SYSPRO 8 2019 R1)

The SYSPRO Installer Application is used to update the software from one release to another, as well as to update specific products.

Therefore, if there is an existing and configured deployment group on the current machine, the application verifies if either of the following are available:

• Later software release
• Product updates

If either are applicable, an Update button is displayed on the deployment group screen against the relevant group.

If both are applicable, the Update button is displayed, but when selected the app prompts you to indicate which update you want to proceed with:

The Update Products option is for a new version of a SYSPRO service, whereas the Update Release option is for a later software release. Therefore, If you choose to update the release, everything you have installed is updated to the latest version. However, if you only want to update the product file and not the release, you would then use the Update Products option.

When you upgrade from SYSPRO 7 Update 1 to SYSPRO 8 (using the SYSPRO Installer Application) the process is as follows:

1. SYSPRO 7 Update 1 installation files are removed.

   There may be some files left behind after this process because of new files added through ports, or third party developer files.

2. The SYSPRO 8 installation process checks whether there are any remaining legacy files.

   If any are found, they are moved to a newly-created archived folder (Archived_SYSPRO7Files).

3. The following folders are added to the archived folder in the SYSPRO 8 install location:

   • \Programs">\Programs
   • \Screens
   • \Base\Bin
   • \Base\UI">\Base\UI

There is no specific path for moving from one version of SYSPRO 8 to another, as there isn’t an extensive manipulation of the existing data when updating releases. The database changes that occur with each new release usually involve new table and column additions, and occasionally new indexes.

In addition, the SYSPRO Installer Application is designed to handle the update process smoothly, even if you skip a version when updating to a later release.

Therefore, you can update from any SYSPRO 8 release to the latest version.

However, its important to note that the time taken to process your update to the latest version may increase if you are updating from a much earlier version.

Recommendations regarding version updates:

• Ensure that you have a backup and recovery plan in place that covers the database and folders backup.

• Depending on your requirements regarding User Acceptance Testing, you may want to install the latest SYSPRO 8 version to a test environment first, to ensure that all your processes are updated as required.

When you select to install a language pack, the language file is deployed to the same folder where the SYSPRO.EXE resides (\Base).

You can install as many of the available language packs as you require.

Possible scenarios for requiring a reset of your SQL Server credentials include:

• You can't log into SYSPRO because of a SQL Server credential error (e.g. password expired).
• You are in a support environment and have been supplied with a database that you cannot access, possibly due to not having the SQL password.

From SYSPRO 8, you can reset your SQL Server credentials:

1. Open IMPACT.INI (located in the WORK folder) using an editor application such as Notepad.

2. Change the SQLADM entry to SQLADM=[reset] or change the SQLSTD entry to SQLSTD=[reset]

   Changing either entry enables you to reset the password for both accounts. The word 'reset' is not case sensitive.

3. Save the file and log into SYSPRO.

   You will be prompted to enter a new SQL Server user name and password for both the administrative and standard logins.

Yes, you can.

The only difference is during your SQL Configuration when running the SYSPRO Installer app for the first time.

At the SQL Server Name field, ensure that you enter the full instance name (e.g. INSTANCENAME\SQLEXPRESS).

You can check this entry if you run SQL Server Management Studio and view the instance to which you are logging in.

Use the SQL Server Credentials function within the app.

For more information on this, view the help section Updating SQL Server Credentials, located under Configuring the app.

The following SQL Server users must exist with the appropriate permissions enabled:

User type	Rules
Administration SQL user	The user entered here must have the following SQL permissions assigned: SQL Server Roles db_creator This is used to create and drop entities, such as databases, tables, columns, etc. bulkadmin This is used to issue BULK INSERT statements. securityadmin This is used to give database-level permissions as and when needed. processadmin This is used to end SQL processes running on the server using the View Users program.
	Database Mapping db_owner This needs to be set for both system-wide and company databases.
	The user cannot be the same account as the Standard SQL user and the User name cannot contain any spaces.
Standard SQL user	The user entered here must have the following SQL permissions enabled for both system-wide and company databases: db_datareader db_datawriter The user cannot be the same account as the Administrative SQL user and the User name cannot contain any spaces.

When the SYSPRO Deployment Service is installed, ports 30250 (Endpoint port) and 3702 (Endpoint discovery) are enabled on the Windows firewall.

If you have additional firewall software, you need to open these ports within the software to enable the SYSPRO Installer app to function.

For sites with proxy servers, the following URLs must be open for the SYSPRO Deployment Service to retrieve software and communicate with the SYSPRO Azure service:

• SYSPRO 8 downloads (from Microsoft Azure CDN):

  https://syspro8install.azureedge.net/*

• Azure service calls:

  https://sysprodeploymentazlive.azurewebsites.net/*

• InfoZone:

  https://izauthservicedev.syspro.com/*

The SYSPRO Deployment Service provides support to be discoverable at runtime. Therefore, for WCF Discovery to work correctly, all NICs (Network Interface Controller) should only have one IP address.

Ports that must be open:

• UDP discovery: Port 3702

• Default listening endpoint: Port 30250

  This is the port to which the service responds.

  You can always manually enter the endpoint if discovery is not enabled.

The following indicates the default port numbers used for the various SYSPRO 8 services:

• SYSPRO 8 Service Upgrade Manager: 30140

• SYSPRO 8 Avanti Initialization Service: 30190

• SYSPRO 8 Communications Service: 30110

• SYSPRO 8 e.net Communications Load Balancer: 31001 (SOAP port), 31002 (REST port), 31003 (Basic HTTP port), 31004 (Ws HTTP port)

• SYSPRO Deployment Service: 30250, 3702 (used for discovery)

• SYSPRO 8 Reporting Host Service: 20129, 20130

• SYSPRO RAS Services: 20153, 20156

• SYSPRO RAS Management Service: 30150

• SYSPRO 8 Active Directory Sync Service: 30245

• SYSPRO 8 Espresso Notification Service: 30180

• SYSPRO 8 Workflow Service: 30160

• SYSPRO 8 Analytics: 30200, 30201

• SYSPRO 8 Machine Learning: 30238, 30239

Within the Hotfix Selection screen of the SYSPRO Installer, you can search for a specific hotfix by any of the following:

• Enter the full KB number (e.g. KB8000006)
• Enter the last digits (e.g. 06) into the search box
• Enter any full text related to the hotfix (e.g. Ledger Query)

This displays the Mandatory Hotfixes and Optional/Customer-specific Hotfixes.

A hotfix KB article contains information about the software included in the hotfix, as well as a summary of the problems addressed.

You can access these by selecting the More button against the hotfix on the Hotfix selection screen of the SYSPRO Installer application.

When adding or editing a deployment group in the SYSPRO Installer application, the Install all Hotfixes by default option is enabled by default.

This ensures that all available hotfixes are installed when installing SYSPRO 8 for the first time, or when upgrading to a new release.

A maximum of 127 hotfixes can be installed per release (Microsoft limitation). Therefore, ensure that you only install hotfixes that you require. Alternatively, install a consolidated hotfix.

If there is no Mandatory Hotfix/Optional/Customer-specific Hotfix available for your customer code, but the HOTFIXES button is still displayed on the deployment group home page, then the application has detected that there are additional Optional/Customer-specific Hotfixes available for you to view and optionally select.

Although the hotfix notification button is visible to all users, it is only enabled for operators belonging to a group with system administrator privileges.

This button shows the Mandatory Hotfixes or Optional/Customer-specific Hotfixes recorded against your customer code, which have not yet been installed.

When using the SYSPRO Installer application, a Consolidated Hotfix is clearly indicated with the following phrase appended to its name: ** Consolidated **.

The synopsis will explain the hotfixes that have been included and summarizes how this roll-up and install works.

If you need to update software or deploy hotfixes, but have multiple application servers for the same site, you have to run the SYSPRO Installer Application on each machine that has the Application Server installed. This is because hotfixes must be applied directly to the Application Server.

A hotfix that is marked with an asterisk in the synopsis indicates that it is associated with a service update. Therefore, we recommend that you install the services before the hotfixes that are linked to them.

• If you regularly install all hotfixes:

  We recommend that you first check for any service updates and install those (if applicable) before proceeding with installing the hotfixes.

• If you generally only install specific hotfixes:

  We recommend that you first check if any of your selected hotfixes contain an asterisk within the synopsis. If applicable, take note of which service is affected and install that service before proceeding with installing the hotfix.

The linked events of a hotfix can be one of the following types:

1. Directly Linked Events:

   These events are linked to the hotfix event directly due to their dependance on each other.

   The reasons for these kinds of directly linked events include:

   • The fix relates to two or more programs that were spread over multiple events. Therefore only a single hotfix is released, instead of creating multiple hotfixes.

   • Multiple events were fixed on a single version of a hotfix. We link events in this case to indicate the specifics of what was fixed in the particular hotfix.

2. Indirectly Linked Events:

   These events are linked for historical reasons.

   For example:

   In hotfix 005, both the Inventory Query and Customer Query programs were joined together on an event due to the nature of the fix.

   Now, let say on hotfix 020 there is only a fix for the Customer Query program. Then, the initial event from hotfix 005 will be linked to this hotfix 020 event. This ensures that Inventory Query is also included in hotfix 020 so that nothing breaks.

SYSPRO Installer data corruption can occur if you clone a complete virtual machine on a network that is using the SYSPRO Installer Application, and then use that clone on the same network.

From the Sign in screen, select the config icon () located in the top right-hand corner.

From the SYSPRO Configuration Admin screen, select the Deployment Service Credentials option, from where you can configure the service to use a named user.

From the SYSPRO Deployment Service screen you can action either of the following requirements:

• Select to run the SYSPRO Deployment Service as a specific user.

• Revert running the SYSPRO Deployment Service as a specific user.

• Update the password of the specific user that the SYSPRO Deployment Service is already running under.

The following describes the options and fields available on the page:

Log in to the application using your email address associated with the OneView portal. If you have access to your emails, enter the received OTP in the OTP or Password field. If you do not have access to your emails, enter your InfoZone password in the OTP or Password field.

Partners

Ensure that you enter the Customer ID for the customer being installed.

From the Sign in screen, select the config icon () located in the top right-hand corner.

From the SYSPRO Configuration Admin screen, select the SQL Server Credentials option.

From the SQL Server Credentials screen you can reconfigure the SQL Server credentials used by the SYSPRO Deployment Service.

The following describes the fields available on the page:

Log in to the application using your email address associated with the OneView portal. If you have access to your emails, enter the received OTP in the OTP or Password field. If you do not have access to your emails, enter your InfoZone password in the OTP or Password field.

Partners

Ensure that you enter the Customer ID for the customer being installed.

From the Sign in screen, select the config icon () located in the top right-hand corner.

From the SYSPRO Configuration Admin screen, select the Change Customer ID option.

On the Amend Installed Customer ID screen, enter the following:

1. Old Customer ID
2. New Customer ID
3. New Customer PIN

Once you save your entries, a system message will ask you to confirm the change as it will be system-wide:

A confirmation message box will advise you to check your deployment groups and rename where necessary.

Once a connection is made to the SYSPRO Deployment Service, enter your email address associated with the OneView portal. If you have access to your emails, enter the received OTP in the OTP or Password field. If you do not have access to your emails, enter your InfoZone password in the OTP or Password field.

Partners

Ensure that you enter the Customer ID for the customer being installed.

The Customer PIN is the 6-digit code included in the email you received that contained your SYSPRO 8 license.

You can verify your customer ID and PIN against the CustomerId and CustomerPin elements of the license XML file.

From the SYSPRO Installer Application home screen, select the SYSPRO ERP Software option.

From the Deployment Groups screen, select the Edit function against the deployment group you want to query.

From the Edit Deployment Groups screen, select the Details function.

The Deployment Groups Details screen provides a list of all machines that form part of the selected deployment group.

Select the Details function against the machine you want to query to view all products and hotfixes currently installed.

From the Machine Details screen, you can export a text file of the products and hotfixes currently installed on the machine by using the Export function ().

Once a connection is made to the SYSPRO Deployment Service, enter your email address associated with the OneView portal. If you have access to your emails, enter the received OTP in the OTP or Password field. If you do not have access to your emails, enter your InfoZone password in the OTP or Password field.

Partners

Ensure that you enter the Customer ID for the customer being installed.

The Customer PIN is the 6-digit code included in the email you received that contained your SYSPRO 8 license.

You can verify your customer ID and PIN against the CustomerId and CustomerPin elements of the license XML file.

From the SYSPRO Installer Application home screen, select the SYSPRO ERP Software option.

From the Deployment Groups screen, select the Edit function against the deployment group you want to remove a machine from.

From the Edit Deployment Groups screen, select the Details function.

The Deployment Groups Details screen provides a list of all machines that form part of the selected deployment group.

Select the Delete function against the machine that you want to remove.

The Machine Details to be deleted screen displays information about the machine selected for deletion, as well as details of the products and hotfixes installed on the machine.

Once you are ready to proceed, select the Delete button.

The following message is displayed, allowing you to confirm the machine deletion:

Select OK to proceed.

An informational message is displayed once the machine has been deleted from the SYSPRO 8 Deployment database.

The following tables within the deployment database are updated:

• CustomerAdditionalInstalledServices

• CustomerHotfixes

• CustomerInstalls

• CustomerMachineNames

• DeletedCustomerAdditionalInstalledServices

• DeletedCustomerHotfixes

• DeletedCustomerInstalls

Once a connection is made to the SYSPRO Deployment Service, enter your email address associated with the OneView portal. If you have access to your emails, enter the received OTP in the OTP or Password field. If you do not have access to your emails, enter your InfoZone password in the OTP or Password field.

Partners

Ensure that you enter the Customer ID for the customer being installed.

The Customer PIN is the 6-digit code included in the email you received that contained your SYSPRO 8 license.

You can verify your customer ID and PIN against the CustomerId and CustomerPin elements of the license XML file.

From the SYSPRO Installer Application home screen, select the SYSPRO ERP Software option.

From the Deployment Groups screen, select the Edit function against the deployment group that you want to run the health check against.

From the Edit Deployment Groups screen, select the Details function.

The Deployment Groups Details screen provides a list of all machines that form part of the selected deployment group.

Select the Details function against the current machine (i.e. (Current Machine) is displayed next to the machine name).

The Machine Details screen lists all products and hotfixes currently installed on the machine.

Select the Health Check function. The following confirmation message is displayed:

Select OK to proceed.

Health Check Process

1. Validate the MachineID: The current MachineID is compared to the saved one. A warning is returned if they differ, but the health check continues.

2. Customer Installs – Installed SYSPRO Products:

   1. A list of installed SYSPRO products/versions is generated using the MSI engine.

   2. A list of SYSPRO product codes is generated and used to cross-reference the list of installed products.

   3. The SYSPRO Load Balancer Installed and SYSPRO Supply Chain Portal Installed flags are set where appropriate.

   4. The list of installed SYSPRO products is passed to the Deployment Service and used to rebuild the CustomerInstalls data.

3. Customer Installs – Registry Check: The list of installed SYSPRO products is used to test for the correct registry entries.

4. Hotfixes – Installed Hotfixes:

   1. A list of installed hotfixes is generated using the MSI machine.

   2. The list of installed hotfixes is passed to the Deployment Service and used to rebuild the CustomerHotfixes data to match what is installed.

5. Customer Installs – Registry Check for Products Not Installed: The registry is checked for entries for products not installed on the machine.

6. Hotfixes – Withdrawn Hotfixes: A list of hotfixes, including those that have been withdrawn, is generated.

7. Additional Load Balancer Services: The MSI engine tests if the SYSPRO Additional Load Balancer is installed.

8. Additional Load Balancer Services – Load Balancer Not Installed: The SYSPRO Load Balancer Installed check is carried out to determine whether the Additional Load Balancer services check can continue.

9. Additional Load Balancer Services – Load Balancer Installed: The MSI engine tests for additional features that are installed.

10. Additional Load Balancer Services – Registry: The registry is checked for Additional Load Balancer properties.

11. Additional Load Balancer Services – CustomerAdditionalInstalledServices: The Additional Load Balancer Service details are passed to the Deployment Service and used to rebuild the CustomerAdditionalInstalledServices data to match what is installed on the machine.

12. Additional Load Balancer Services – Additional Load Balancer Not Installed: The registry key is deleted if the Additional Load Balancer or its features are not installed.

13. Additional Supply Chain Portal: The MSI engine tests if the SYSPRO Additional Supply Chain Portal is installed.

14. Additional Supply Chain Portal – Supply Chain Portal Not installed: The SYSPRO Supply Chain Portal Installed flag check is done to see if the SYSPRO Supply Chain Portal is installed, and therefore whether the Additional Supply Chain Portal can be installed.

15. Additional Supply Chain Portal – Supply Chain Portal Installed: The MSI engine tests for the installed additional features.

16. Additional Supply Chain Portal – Registry: The registry is checked for Additional Supply Chain Portal properties and the registry keys are checked for each feature.

17. Additional Supply Chain Portal – CustomerAdditionalInstalledServices: These Additional Supply Chain Portal details are passed to the Deployment Service and used to rebuild the CustomerAdditionalInstalledServices data to match what is installed on the machine.

18. Additional Supply Chain Portal – Additional Supply Chain Portal Not Installed: The registry key is deleted if the Additional Supply Chain Portal or its features are not installed.

19. SYSPRO Embedded Analytics:

    1. A list of valid SEA product details is generated from the database.

    2. The MSI engine tests if any SYSPRO EmbeddedSYSPRO Embedded Analytics products are installed.

20. SYSPRO Embedded Analytics - SYSPRO Embedded Analytics Installed: The registry is checked to see if a SYSPRO Embedded Analytics product is installed.

21. SYSPRO Embedded Analytics – Rebuild CustomerInstalls3rdParty Data: The product details are passed to the Deployment Service and used to rebuild the CustomerInstalls3rdParty data to match what is installed on the machine.

22. SYSPRO Embedded Analytics - SYSPRO Embedded Analytics Not Installed: The registry key is deleted if SYSPRO Embedded Analytics is not installed.

23. Deployment Groups: The health check carries out for the current machine. Once complete, the CustomerInstalls for the deployment group are checked.

The Machine Health Check Details screen displays a log of the changes made and, if necessary, errors found and actions users should take.

The Machine Health Check Recommended Database Changes screen indicates the recommended actions within the deployment database to resolve the applicable faults found.

These actions are handled by the system once you select the Continue button.

Possible actions

The possible actions for faults found that the system can automatically resolve in the deployment database include:

Fault	Action
SYSPRO Products
Products installed on the machine but not listed in the database.	The entry will be added to the database.
Product listed in the database but not installed on the machine.	The entry in the database will be removed.
The version in the database is higher or lower than the installed product.	The entry in the database will be updated to match the installed version.
Hotfixes
Hotfix listed in the database but not installed on the machine.	The entry in the database will be removed.
Additional services
Product listed in the database but not installed on the machine.	The entry in the database will be removed.
Version in the database is higher or lower than the installed product.	The entry in the database will be updated to match the installed version.

The Machine Health Check Recommended Product Changes screen is displayed if the health check discovered any faults which the system can't automatically correct within the deployment database.

Recommended actions are provided to assist you in resolving these faults.

Possible actions

The possible actions for faults found that you need to resolve manually include:

Fault	Recommended Action
SYSPRO Products
The system detected a depreciated product or a product that should not be installed.	Uninstall the product. You can then choose to reinstall the product that suits your requirements.
Hotfixes
The system detected a Withdrawn Hotfix.	Uninstall the hotfix. You can then choose to reinstall the hotfixes that suit your requirements.
Additional services
The system detected an additional service that is not listed in the database or that should not be installed.	Uninstall the additional service. You can then choose to reinstall the additional service that suits your requirements.

Once a connection is made to the SYSPRO Deployment Service, enter your email address associated with the OneView portal. If you have access to your emails, enter the received OTP in the OTP or Password field. If you do not have access to your emails, enter your InfoZone password in the OTP or Password field.

Partners

Ensure that you enter the Customer ID for the customer being installed.

The Customer PIN is the 6-digit code included in the email you received that contained your SYSPRO 8 license.

You can verify your customer ID and PIN against the CustomerId and CustomerPin elements of the license XML file.

From the SYSPRO Installer home screen, select the Utilities option.

From the Utilities screen, select the Download Product Files option.

From the Product File Downloads screen, proceed as follows:

1. Select the release for which you want to download product files.

2. Optionally select to download the following from the Options panel:

   • The latest Consolidated Hotfix and all hotfixes post the consolidated hotfix

   • All hotfixes

   • SYSPRO Reporting Services installation files

   • Embedded Analytics installation files

   All Mandatory Hotfixes are always downloaded, no matter what option you select.

3. Select Continue to proceed.

   The app then validates the selected products to download and calculates the estimated download time.

Once the validation completes, a confirmation screen is displayed which summarizes the following:

• Releases selected for download

• Number and size of product files to download

• Number and size of hotfix files to download

• Number and size of SYSPRO Reporting Services files to download (if selected on the previous screen)

• Total number and size of files to download

• Estimated download time (dependent on internet speeds and available bandwidth)

Select the Download option to proceed.

An informational message is then displayed that indicates how long the download will take:

Select OK to proceed with the download.

You are then returned to the Utilities screen.

All product files are downloaded to your local SYSPRO Deployment folder.

Prerequisites:

• Configured deployment Group
• Access to the SYSPRO Deployment Service (which must be installed on the same network)
• Access to the shared Deployment folder (which must be running)

1. Login

Once a connection is made to the SYSPRO Deployment Service, enter your email address associated with the OneView portal. If you have access to your emails, enter the received OTP in the OTP or Password field. If you do not have access to your emails, enter your InfoZone password in the OTP or Password field.

Enable the Save Customer Details checkbox option if you want the app to save your Customer Code and Customer PIN when logging in.

Partners

Ensure that you enter the Customer ID for the customer being installed.

The Customer ID defaults to the customer code retrieved from OneView, therefore you must ensure that it matches the SYSPRO account that you are installing.

The Customer PIN is the 6-digit code included in the email you received that contained your SYSPRO 8 license.

You can verify your customer ID and PIN against the CustomerId and CustomerPin elements of the license XML file.

2. Home screen

From the SYSPRO Installer Application home screen, select the SYSPRO ERP Software option.

You can navigate back to this home page from any point in the app by selecting the home icon () from the toolbar at the top of each screen.

3. Deployment Groups

From the Deployment Groups screen, select the applicable deployment group.

You can refresh the Deployment Groups screen by pressing F5 and you can refresh the SYSPRO Deployment Service by pressing Alt+F6.

You can also use the Search function to search for a specific deployment group if more than 4 groups exist.

4. Product Selection

From the Product Selection screen, select the Export button () to switch to export mode.

Select the Export button again to exit export mode.

5. Product Export Selection

From the Product export selection screen, select the products you want to export.

Select Continue Export to proceed.

6. Review Product Export Parameters

From the Review Product Export Parameters screen, review any required parameters.

Select Continue Export to proceed.

7. Products Ready to Export

From the Products Ready to Export screen, select Begin Export to start the export.

The app then downloads the required files (if these do not already exist in your SYSPRO Deployment Downloads shared folder) and writes the export file.

This file is named SYSPRODeploymentProductExport_####-##-##.bat with the current date and saved to a new folder called Exports in the SYSPRO Deployment Downloads shared folder.

Considerations:

• The file contains details to install the SYSPRO 8 Runtime and Runtime patch but these lines are commented out and you have to decide whether to uncomment the lines to install them.

• Ensure that all machines to be installed using this file have the correct prerequisites installed.

• This .bat file must always be run with elevated permissions.

Once the export is complete, a message is displayed indicating the path to the export file, as well as the option to open the file using your default text editor.

Select Skip to return to the Deployment Groups home screen.

The install and use of the SYSPRO Additional Reporting Software is dependent on your installed version of SYSPRO 8:

• Additional Reporting Software 2013 (i.e. SAP Crystal Reports 2013):

  Applies to SYSPRO 8 2020 R1 and prior versions.

  Due to SAP Crystal Reports 2013 having reached the end of its life cycle, the Additional Reporting Software 2013 is no longer available for new installations from January 2024.

• Additional Reporting Software 2016 (i.e. SAP Crystal Reports 2016):

  Applies to SYSPRO 8 2020 R2, SYSPRO 8 2021 R1 and SYSPRO 8 2021 R2.

  Due to SAP Crystal Reports 2016 having reached the end of its life cycle, the Additional Reporting Software 2016 is no longer available for new installations from January 2024.

• Additional Reporting Software 2020 (i.e. SAP Crystal Reports 2020):

  Applies to SYSPRO 8 2021 R2 to SYSPRO 8 2023.

  From January 2024, the Additional Reporting Software 2020 is the only SAP Crystal Reports version available for new installations.

• Additional Reporting Software 2020 SP4 (i.e. SAP Crystal Reports Server 2020 SP4 server-side and SAP Crystal Reports Server 2020 SP35 client-side):

  Applies to SYSPRO 8 2023 and later versions.

  This is only applicable within SYSPRO 8 2023 if Hotfix KB8100663 has been applied.

1. Login

Once a connection is made to the SYSPRO Deployment Service, enter your email address associated with the OneView portal. If you have access to your emails, enter the received OTP in the OTP or Password field. If you do not have access to your emails, enter your InfoZone password in the OTP or Password field.

Enable the Save Customer Details checkbox option if you want the app to save your Customer Code and Customer PIN when logging in.

Partners

Ensure that you enter the Customer ID for the customer being installed.

The Customer ID defaults to the customer code retrieved from OneView, therefore you must ensure that it matches the SYSPRO account that you are installing.

The Customer PIN is the 6-digit code included in the email you received that contained your SYSPRO 8 license.

You can verify your customer ID and PIN against the CustomerId and CustomerPin elements of the license XML file.

2. Home screen

From the SYSPRO Installer home screen, select the SYSPRO Additional Software option.

You can navigate back to this home page from any point in the app by selecting the home icon () from the toolbar at the top of each screen.

3. Additional Software Packages

The Additional Software Packages screen provides you with a list of additional software available to install from the SYSPRO Installer application.

The installation files of these products are stored on the Deployment Share in the syspro-additional-software folder.

Currently, the following products are available:

• SYSPRO Additional Services

• SYSPRO Reporting Software

• SYSPRO POS Download Links

• SYSPRO Embedded Analytics

Select the SYSPRO Reporting Software option.

Considerations:

• Anyone wanting to use SYSPRO Reporting Services server-side reporting must have Additional Reporting Software 2020 installed (due to SAP Crystal Reports 2013 and SAP Crystal Reports 2016 having reached the end of their life cycles).

  Therefore, when you select the SYSPRO Reporting Software option, the app performs a check to determine which version of software is currently installed (if any) and depending on the results, provides you with the relevant uninstall and install options.

• From SYSPRO 8 2020 R2 onwards, all SYSPRO products for server-side reporting are not backwards compatible with SAP Crystal Reports 2013 (i.e. Additional Reporting Software 2013) therefore you need to first update the software to one of the later versions available.

• When selecting to install the Additional Reporting Software 2020 option:

  Only 64-bit operating systems are supported from SYSPRO 8 2021 R2 onwards.

  The following indicates the lowest OS supported for SYSPRO 8 2021 R2 and later releases:

  • Windows Server 2012 R2

  • Windows Server 2016

  • Windows Server 2019

  • Windows 8.1

  • Windows 10

  • Windows 11

  This is due to SAP Crystal Reports 2020 not supporting operating systems prior to Windows 8.1.

4. SYSPRO Reporting Software

When this page loads, the app verifies that it has access to the required folders. If these are not available, the service creates the folder structure. These files are then verified using a CHECKSUM. If the verification fails, you will not be able to continue and will be returned to the Deployment Groups page.

From the SYSPRO Reporting Software screen, select the software version you want to install:

• Additional Reporting Software 2013 (i.e. SAP Crystal Reports 2013):

  Applies to SYSPRO 8 2020 R1 and prior versions.

  Due to SAP Crystal Reports 2013 having reached the end of its life cycle, the Additional Reporting Software 2013 is no longer available for new installations from January 2024.

• Additional Reporting Software 2016 (i.e. SAP Crystal Reports 2016):

  Applies to SYSPRO 8 2020 R2, SYSPRO 8 2021 R1 and SYSPRO 8 2021 R2.

  Due to SAP Crystal Reports 2016 having reached the end of its life cycle, the Additional Reporting Software 2016 is no longer available for new installations from January 2024.

• Additional Reporting Software 2020 (i.e. SAP Crystal Reports 2020):

  Applies to SYSPRO 8 2021 R2 to SYSPRO 8 2023.

  From January 2024, the Additional Reporting Software 2020 is the only SAP Crystal Reports version available for new installations.

• Additional Reporting Software 2020 SP4 (i.e. SAP Crystal Reports Server 2020 SP4 server-side and SAP Crystal Reports Server 2020 SP35 client-side):

  Applies to SYSPRO 8 2023 and later versions.

  This is only applicable within SYSPRO 8 2023 if Hotfix KB8100663 has been applied.

If you select Additional Reporting Software 2020 SP4 and it is not supported by the version of SYSPRO you have installed, you will be warned. Users are responsible for ensuring that they install the correct version.

5. SYSPRO Reporting Software {version}

The SYSPRO Reporting Software {version} screen displays the various types of software available for the selected software version.

1. Select the type of software required:

   • Server-Side

   • Client-Side

   • Designer

   The app then checks your local machine to verify if any of the software components are already installed.

   Any existing components found will reflect as installed and not relevant for installing through the application.

2. Review the products to be installed and select the Continue button.

6. SYSPRO License Agreement

Read and accept the license terms and conditions before continuing with the install.

Select the Printable Version option to view a PDF version of the EULA in your default PDF software.

7. Products Ready to Install

A summary of all products to be installed is displayed for you to review.

If you have previously downloaded the install files and have them available on another form of media, these can now be copied into the SYSPRO Deployment Downloads folder.

Ensure that you copy your files to the correct location.

Once you are satisfied with the list, continue by selecting the Begin Install button. The silent download of install files and installation of all selected products then commences.

The appropriate status information is shown during the installation process.

The install for the Server-Side and Designer components may take some time due to the software being stored in ZIP files. As such, the install process may take longer than other components.

8. Install Complete

Once complete, the Install Complete screen is displayed with a summary of all products installed.

Select the Home button to return to the Additional Software Packages screen.

This task explains how to add multiple instances of certain services.

Currently, the following services are supported as multiple instance installs:

• Additional Load Balancer Service

  Considerations:

  • This service can only be installed on the SYSPRO application server.

  • You cannot install additional instances of a service if the original SYSPRO 8 e.net Communications Load Balancer service is not installed.

  • A maximum of 10 instances of an additional service can be installed.

• Additional Supply Chain Portal Service

  Considerations:

  • This service does not have to be installed on the SYSPRO application server.

  • You cannot install additional instances of a service if the original SYSPRO Supply Chain Portal service is not installed.

  • A maximum of 10 instances of an additional service can be installed per machine.

  • You can install additional instances of this service multiple times per deployment group.

1. Login

Once a connection is made to the SYSPRO Deployment Service, enter your email address associated with the OneView portal. If you have access to your emails, enter the received OTP in the OTP or Password field. If you do not have access to your emails, enter your InfoZone password in the OTP or Password field.

Enable the Save Customer Details checkbox option if you want the app to save your Customer Code and Customer PIN when logging in.

Partners

Ensure that you enter the Customer ID for the customer being installed.

The Customer ID defaults to the customer code retrieved from OneView, therefore you must ensure that it matches the SYSPRO account that you are installing.

The Customer PIN is the 6-digit code included in the email you received that contained your SYSPRO 8 license.

You can verify your customer ID and PIN against the CustomerId and CustomerPin elements of the license XML file.

2. Home screen

From the SYSPRO Installer home screen, select the SYSPRO Additional Software option.

You can navigate back to this home page from any point in the app by selecting the home icon () from the toolbar at the top of each screen.

3. Additional Software Packages

The Additional Software Packages screen provides you with a list of additional software available to install from the SYSPRO Installer application.

The installation files of these products are stored on the Deployment Share in the syspro-additional-software folder.

Currently, the following products are available:

• SYSPRO Additional Services

• SYSPRO Reporting Software

• SYSPRO POS Download Links

• SYSPRO Embedded Analytics

Select the SYSPRO Additional Services option.

4. SYSPRO Additional Services

The SYSPRO Additional Services screen displays all additional services available to install.

As only 10 additional instances are allowed, the app checks to see how many have already been installed and displays this information below the service description.

• You can only add a new instance if there are available instances to add.

• If no additional instances of a service are available, a message is displayed and the Add button is disabled.

• The Remove button is only available if there are instances available to uninstall.

To install an additional service instance, select the Add button at the applicable service.

5. Add Additional Services

Additional Load Balancer Service

Additional Supply Chain Portal Service

Enter a unique description for the instance in the description text box. Once the instance is installed, this is the description listed against the service.

On this screen you can indicate up to 10 instances of the service to be added.

At this stage, using the DELETE button removes the indicated line and the Instances Available count is updated.

Select the Continue button to proceed.

6. Review parameters

Select the Review button to enter or review the parameters for each service instance selected to install.

Each instance's parameters must be reviewed and validated in order to proceed.

• Additional Load Balancer Service

  If this is the first instance being installed, the Destination Folder parameter is required. For additional instances, this field is automatically populated based on the product already installed.

• Additional Supply Chain Portal Service

  For each instance, the Website to use for application and SYSPRO Company parameters are automatically populated with a basic default by SYSPRO. If you require different entries, please change these fields accordingly.

Select the Validate button to proceed.

Once all instances have been validated, select the Continue button to proceed with the installation process.

7. SYSPRO License Agreement

Read and accept the license terms and conditions before continuing with the install.

Select the Printable Version option to view a PDF version of the EULA in your default PDF software.

8. Additional Instances Ready to Install

A summary of all additional services to be installed is displayed for you to review.

Once you are satisfied with the list, proceed by selecting the Continue button.

At this stage, the additional service is downloaded to the current release folder on the local share.

This is a single file as there is no need for one per each of the listed instances.

9. Install Complete

Once complete, the Install Complete screen is displayed with a summary of all additional service instances installed.

Select the Home button to return to the Additional Software Packages screen.

Once the install is complete, you are able to view how the instances are listed in the Registry key for the additional service.

Each one gets its own entry under the relevant product key.

Currently, the components for installing SYSPRO Point of Sale are available as part of an ISO image and launched via an Autorun, however overtime this install will be incorporated into the standard way of installing SYSPRO software through the SYSPRO Installer Application.

In the meantime, this task explains how to download the SYSPRO Point of Sale installation autorun files.

1. Login

Once a connection is made to the SYSPRO Deployment Service, enter your email address associated with the OneView portal. If you have access to your emails, enter the received OTP in the OTP or Password field. If you do not have access to your emails, enter your InfoZone password in the OTP or Password field.

Enable the Save Customer Details checkbox option if you want the app to save your Customer Code and Customer PIN when logging in.

Partners

Ensure that you enter the Customer ID for the customer being installed.

The Customer ID defaults to the customer code retrieved from OneView, therefore you must ensure that it matches the SYSPRO account that you are installing.

The Customer PIN is the 6-digit code included in the email you received that contained your SYSPRO 8 license.

You can verify your customer ID and PIN against the CustomerId and CustomerPin elements of the license XML file.

2. Home screen

From the SYSPRO Installer home screen, select the SYSPRO Additional Software option.

You can navigate back to this home page from any point in the app by selecting the home icon () from the toolbar at the top of each screen.

3. Additional Software Packages

The Additional Software Packages screen provides you with a list of additional software available to install from the SYSPRO Installer application.

The installation files of these products are stored on the Deployment Share in the syspro-additional-software folder.

Currently, the following products are available:

• SYSPRO Additional Services

• SYSPRO Reporting Software

• SYSPRO POS Download Links

• SYSPRO Embedded Analytics

Select the SYSPRO POS Download Links option.

4. SYSPRO Point of Sale Download Links

Select the Download button from the applicable version that you want to install. The application then downloads the Autorun ISO to your local Deployment Share folder.

5. Complete

Once the download has completed, a message is displayed confirming the folder location.

The following components are included:

Online Installation

Component	2020 R1 onwards	2019 R2	2019 R1	2018 R2
Microsoft .NET Framework 4.5	√	√	√	√
SYSPRO 8 Avanti Initialization Service	√	√
SYSPRO 8 Point of Sale e.net Communication Service	√	√	√	√
SYSPRO Point of Sale Online	√	√	√	√
SYSPRO 8 Point of Sale Services	√	√	√	√

Offline Installation

Component	2020 R1 onwards	2019 R2	2019 R1	2018 R2
Microsoft .NET Framework 4.5	√	√	√	√
SYSPRO 8 Runtime	√	√	√
SYSPRO 8 Avanti Initialization Service	√	√
SYSPRO 8 Point of Sale Offline Foundation	√	√	√	√
SYSPRO 8 Point of Sale e.net Communication Service	√	√	√	√
SYSPRO 8 Point of Sale	√	√	√	√
SYSPRO 8 Point of Sale Services	√	√	√	√

Once a connection is made to the SYSPRO Deployment Service, enter your email address associated with the OneView portal. If you have access to your emails, enter the received OTP in the OTP or Password field. If you do not have access to your emails, enter your InfoZone password in the OTP or Password field.

Partners

Ensure that you enter the Customer ID for the customer being installed.

The Customer PIN is the 6-digit code included in the email you received that contained your SYSPRO 8 license.

You can verify your customer ID and PIN against the CustomerId and CustomerPin elements of the license XML file.

From the SYSPRO Installer home screen, select the Utilities option.

From the Utilities screen, select the Delete Product Media Files option.

From the Product Media Files Delete screen, indicate the releases for which you want to delete the product media files.

In addition, indicate if you want to delete hotfixes and SYSPRO Reporting Software for the selected release(s), by enabling or disabling the applicable items in the Options pane.

Once you have made your selections, select Continue.

A confirmation screen is then displayed which lists the product media files to be deleted. You can either select Back to edit your selection of files, or Delete to proceed with the deletion process.

The app returns a confirmation page once the deletion process has completed, which indicates the files that were deleted.

Once a connection is made to the SYSPRO Deployment Service, enter your email address associated with the OneView portal. If you have access to your emails, enter the received OTP in the OTP or Password field. If you do not have access to your emails, enter your InfoZone password in the OTP or Password field.

Partners

Ensure that you enter the Customer ID for the customer being installed.

The Customer PIN is the 6-digit code included in the email you received that contained your SYSPRO 8 license.

You can verify your customer ID and PIN against the CustomerId and CustomerPin elements of the license XML file.

From the SYSPRO Installer Application home screen, select the SYSPRO ERP Software option.

From the Deployment Groups home screen, identify the deployment group that you want to update and select the Update button.

An informational message is then displayed confirming that you want to start the update process:

Select OK to continue.

From the Select a Release to update for: xxxx screen, select the latest or relevant release that you want to update to.

Considerations when using SYSPRO Reporting Software:

If the SYSPRO 8 Reporting Host Service is installed, the app verifies if any version of the SYSPRO Reporting Software is also installed and if its supported by the selected release.

This is because the SYSPRO Reporting Software options available depend on which release of SYSPRO 8 you are updating to:

• Additional Reporting Software 2013 (i.e. SAP Crystal Reports 2013):

  Applies to SYSPRO 8 2020 R1 and prior versions.

  Due to SAP Crystal Reports 2013 having reached the end of its life cycle, the Additional Reporting Software 2013 is no longer available for new installations from January 2024.

• Additional Reporting Software 2016 (i.e. SAP Crystal Reports 2016):

  Applies to SYSPRO 8 2020 R2, SYSPRO 8 2021 R1 and SYSPRO 8 2021 R2.

  Due to SAP Crystal Reports 2016 having reached the end of its life cycle, the Additional Reporting Software 2016 is no longer available for new installations from January 2024.

• Additional Reporting Software 2020 (i.e. SAP Crystal Reports 2020):

  Applies to SYSPRO 8 2021 R2 to SYSPRO 8 2023.

  From January 2024, the Additional Reporting Software 2020 is the only SAP Crystal Reports version available for new installations.

• Additional Reporting Software 2020 SP4 (i.e. SAP Crystal Reports Server 2020 SP4 server-side and SAP Crystal Reports Server 2020 SP35 client-side):

  Applies to SYSPRO 8 2023 and later versions.

  This is only applicable within SYSPRO 8 2023 if Hotfix KB8100663 has been applied.

A system message is displayed if the app detects an installed version of SYSPRO Reporting Software that is not supported by the selected release (or if its unable to detect the current version).

Select the Reporting Software option to access the Reporting Software screen, from where you can uninstall your current Reporting Software and install the correct version as required.

Once you have ensured that you have the correct version of Reporting Software installed, enable the Reporting software updated, continue Release Update option within this message box and select the Continue function to proceed with the release update.

As time progresses, certain products may become retired as they are replaced by newer capabilities. Therefore, if you have an installed product that has been retired in the latest release, the application will prompt you to uninstall the retired product before proceeding with the update.

Once you have successfully uninstalled the retired product, you can proceed with updating to the latest release.

The Product Updates available for Release screen displays a list of products to be updated for the selected release.

Select the products you want to update for the new release, followed by the Continue option.

Read and accept the license terms and conditions before continuing with the install.

A summary of all products to be installed is displayed for you to review.

Once you are satisfied with the list, continue by selecting the Begin Install button. The silent download of install files and installation of all selected products then commences.

The appropriate status information is shown during the installation process.

Upon completion of the update, identify whether you have additional servers as part of your deployment group.

If there are additional servers to update, then when you run the SYSPRO Installer Application it will show that the update is in progress.

Login to SYSPRO 8 as an Administrator.

A minor database update will be performed to your system-wide tables and to each company-specific table:

• The duration of the minor database update depends on the number of records in the latest database.

• This database update applies to all companies listed within the SysproAdmin table (i.e. not just the company selected for your login).

• You will be able to see the version of SYSPRO that you are using in the bottom left of the main menu.

You are now ready to start using SYSPRO 8.

Once a connection is made to the SYSPRO Deployment Service, enter your email address associated with the OneView portal. If you have access to your emails, enter the received OTP in the OTP or Password field. If you do not have access to your emails, enter your InfoZone password in the OTP or Password field.

Partners

Ensure that you enter the Customer ID for the customer being installed.

The Customer PIN is the 6-digit code included in the email you received that contained your SYSPRO 8 license.

You can verify your customer ID and PIN against the CustomerId and CustomerPin elements of the license XML file.

From the SYSPRO Installer Application home screen, select the SYSPRO ERP Software option.

From the Deployment Groups home screen, identify the deployment group that you want to update a product or service against and select the Update button.

The Product Updates required for Release screen displays a list of products available to be updated for the current release.

Select the products you want to update for this machine, followed by the Continue option.

The Review Product Parameters screen is then displayed, however the products don't require further validation since they were already installed. Simply select Continue to proceed.

Read and accept the license terms and conditions before continuing with the install.

A summary of all products to be installed is displayed for you to review.

Once you are satisfied with the list, continue by selecting the Begin Install button. The silent download of install files and installation of all selected products then commences.

The appropriate status information is shown during the installation process.

Upon completion of the update, identify whether you have additional machines as part of your deployment group.

If there are additional machines to update, then when you run the SYSPRO Installer Application it will show that the update is in progress.

Once a connection is made to the SYSPRO Deployment Service, enter your email address associated with the OneView portal. If you have access to your emails, enter the received OTP in the OTP or Password field. If you do not have access to your emails, enter your InfoZone password in the OTP or Password field.

Partners

Ensure that you enter the Customer ID for the customer being installed.

The Customer PIN is the 6-digit code included in the email you received that contained your SYSPRO 8 license.

You can verify your customer ID and PIN against the CustomerId and CustomerPin elements of the license XML file.

From the SYSPRO Installer home screen, select the SYSPRO Additional Software option.

From the Additional Software Packages screen, select the SYSPRO Embedded Analytics option.

If an update is available when the SYSPRO Embedded Analytics page loads, the existing local product files (including the related install files) are deleted and the latest files are retrieved from Azure. This ensures that the latest files are always used.

The SYSPRO Embedded Analytics version then has an Upgrade button. Select the button to proceed with the update.

Read and accept the license terms and conditions before continuing with the install.

A summary of the products to be updated is displayed for you to review.

Once you are satisfied with the list, continue by selecting the Begin Install button. The silent download of install files and installation of all selected products then commences.

The appropriate status information is shown during the installation process.

Once complete, the Upgrade Complete screen is displayed with a summary of all products upgraded.

Select the Continue button to return to the Additional Software Packages screen.

Once a connection is made to the SYSPRO Deployment Service, enter your email address associated with the OneView portal. If you have access to your emails, enter the received OTP in the OTP or Password field. If you do not have access to your emails, enter your InfoZone password in the OTP or Password field.

Partners

Ensure that you enter the Customer ID for the customer being installed.

The Customer PIN is the 6-digit code included in the email you received that contained your SYSPRO 8 license.

You can verify your customer ID and PIN against the CustomerId and CustomerPin elements of the license XML file.

From the SYSPRO Installer home screen, select the Utilities option.

From the Utilities screen, select the Export Machine Details option.

From the Deployment Export screen, select the deployment group for which you want to export details.

The Deployment groups Export screen lists all machines that any part of the selected deployment group is installed on.

Identify the machine that you want to export details from and select the Export button.

The export is carried out and the txt and JSON files created are saved to the SYSPRO Deployment Downloads share folder.

A message is displayed providing you with the path to the saved files.

Once a connection is made to the SYSPRO Deployment Service, enter your email address associated with the OneView portal. If you have access to your emails, enter the received OTP in the OTP or Password field. If you do not have access to your emails, enter your InfoZone password in the OTP or Password field.

Partners

Ensure that you enter the Customer ID for the customer being installed.

The Customer PIN is the 6-digit code included in the email you received that contained your SYSPRO 8 license.

You can verify your customer ID and PIN against the CustomerId and CustomerPin elements of the license XML file.

From the SYSPRO Installer home screen, select the Utilities option.

From the Utilities screen, select the Clone Machine option.

From the Deployment Clone screen, select the deployment group that you would like to use for the clone.

From the Deployment groups Clone screen, select the Clone button at the machine you would like to clone.

From the Deployment groups screen, select the deployment group that you want to clone into.

If no deployment groups are available, you are prompted to add a new deployment group.

The app creates a list of products to install and passes these through the standard install process.

The app also installs the hotfixes listed for the export, exactly as they were on the deployment group that was exported.

A summary of all products to be installed is displayed for you to review.

Once you are satisfied with the list, continue by selecting the Begin Install button. The silent download of install files and installation of all selected products then commences.

The appropriate status information is shown during the installation process.

Once complete, the Install Complete screen is displayed with a summary of all products and hotfixes installed for the clone.

Select the Home button to return to the Utilities screen.

Once a connection is made to the SYSPRO Deployment Service, enter your email address associated with the OneView portal. If you have access to your emails, enter the received OTP in the OTP or Password field. If you do not have access to your emails, enter your InfoZone password in the OTP or Password field.

Partners

Ensure that you enter the Customer ID for the customer being installed.

The Customer PIN is the 6-digit code included in the email you received that contained your SYSPRO 8 license.

You can verify your customer ID and PIN against the CustomerId and CustomerPin elements of the license XML file.

From the SYSPRO Installer home screen, select the Utilities option.

From the Utilities screen, select the Clone Machine option.

From the Deployment Clone screen, select the import button ().

This opens the Windows File Browser dialog box, and displays the SYSPRO Deployment Downloads folder.

Navigate to the folder that contains the JSON export file that you want to use for the clone (usually in the Exports folder located under the relevant release folder).

From the Deployment groups screen, select the deployment group that you want to clone into.

If no deployment groups are available, you are prompted to add a new deployment group.

The app creates a list of products to install and passes these through the standard install process.

The app also installs the hotfixes listed for the export, exactly as they were on the deployment group that was exported.

A summary of all products to be installed is displayed for you to review.

Once you are satisfied with the list, continue by selecting the Begin Install button. The silent download of install files and installation of all selected products then commences.

The appropriate status information is shown during the installation process.

Once complete, the Install Complete screen is displayed with a summary of all products and hotfixes installed for the clone.

Select the Home button to return to the Utilities screen.

Once a connection is made to the SYSPRO Deployment Service, enter your email address associated with the OneView portal. If you have access to your emails, enter the received OTP in the OTP or Password field. If you do not have access to your emails, enter your InfoZone password in the OTP or Password field.

Partners

Ensure that you enter the Customer ID for the customer being installed.

The Customer PIN is the 6-digit code included in the email you received that contained your SYSPRO 8 license.

You can verify your customer ID and PIN against the CustomerId and CustomerPin elements of the license XML file.

From the SYSPRO Installer home screen, select the SYSPRO Additional Software option.

The Additional Software Packages screen provides you with a list of additional software available to install from the SYSPRO Installer application.

The installation files of these products are stored on the Deployment Share in the syspro-additional-software folder.

Currently, the following products are available:

• SYSPRO Additional Services

• SYSPRO Reporting Software

• SYSPRO POS Download Links

• SYSPRO Embedded Analytics

Select the SYSPRO Reporting Software option.

From the SYSPRO Reporting Software screen, select the reporting software version currently installed.

From the SYSPRO Reporting Software screen, select the Uninstall function against the software type that you want to remove.

The SYSPRO Reporting Software Uninstall screen displays all products that will be uninstalled.

Review the list of products to be uninstalled and select Continue to proceed.

The app then proceeds with the uninstall process (which may take some time) and provides an informational message (Uninstall Successful) once complete, as well as a list of all software that was uninstalled.

Once a connection is made to the SYSPRO Deployment Service, enter your email address associated with the OneView portal. If you have access to your emails, enter the received OTP in the OTP or Password field. If you do not have access to your emails, enter your InfoZone password in the OTP or Password field.

Partners

Ensure that you enter the Customer ID for the customer being installed.

The Customer PIN is the 6-digit code included in the email you received that contained your SYSPRO 8 license.

You can verify your customer ID and PIN against the CustomerId and CustomerPin elements of the license XML file.

From the SYSPRO Installer home screen, select the SYSPRO Additional Software option.

The Additional Software Packages screen provides you with a list of additional software available to install from the SYSPRO Installer application.

The installation files of these products are stored on the Deployment Share in the syspro-additional-software folder.

Currently, the following products are available:

• SYSPRO Additional Services

• SYSPRO Reporting Software

• SYSPRO POS Download Links

• SYSPRO Embedded Analytics

Select the SYSPRO Additional Services option.

The SYSPRO Additional Services screen displays all additional services available to install or remove.

To uninstall an additional service instance, select the Remove button.

• Additional Load Balancer Service

  

• Additional Supply Chain Portal Service

  

From the Remove Additional Services screen, select which instances that you want to uninstall.

Select the Continue button to proceed.

Confirm that you want to continue with the uninstall process.

Once complete, the Remove Complete screen is displayed with a summary of all additional service instances uninstalled.

Select the Home button to return to the Additional Software Packages screen.

Once a connection is made to the SYSPRO Deployment Service, enter your email address associated with the OneView portal. If you have access to your emails, enter the received OTP in the OTP or Password field. If you do not have access to your emails, enter your InfoZone password in the OTP or Password field.

Partners

Ensure that you enter the Customer ID for the customer being installed.

The Customer PIN is the 6-digit code included in the email you received that contained your SYSPRO 8 license.

You can verify your customer ID and PIN against the CustomerId and CustomerPin elements of the license XML file.

From the SYSPRO Installer home screen, select the Administration option.

From the Administration screen, select the Manage This Sites Notifications option.

From the Notification Administration screen, you can see all of the users that are enabled to receive notifications when they are sent out.

1. Enable or disable the users as you require.

2. Select the SAVE button.

   A toast notification will display if the save is successful.

   These details are saved to the local CustomerContacts table and will be pushed to Azure on the Service push (by default every 6 hours).

The settings chosen here take precedence over the user's settings.

Once a connection is made to the SYSPRO Deployment Service, enter your email address associated with the OneView portal. If you have access to your emails, enter the received OTP in the OTP or Password field. If you do not have access to your emails, enter your InfoZone password in the OTP or Password field.

Partners

Ensure that you enter the Customer ID for the customer being installed.

The Customer PIN is the 6-digit code included in the email you received that contained your SYSPRO 8 license.

You can verify your customer ID and PIN against the CustomerId and CustomerPin elements of the license XML file.

From the SYSPRO Installer home screen, select the Administration option.

From the Administration screen, select the Manage My Notifications option.

1. From the Notification Administration screen, select which companies you want to receive notifications for.

2. Select the SAVE button.

   A toast notification will display if the save is successful.

Once a connection is made to the SYSPRO Deployment Service, enter your email address associated with the OneView portal. If you have access to your emails, enter the received OTP in the OTP or Password field. If you do not have access to your emails, enter your InfoZone password in the OTP or Password field.

Partners

Ensure that you enter the Customer ID for the customer being installed.

The Customer PIN is the 6-digit code included in the email you received that contained your SYSPRO 8 license.

You can verify your customer ID and PIN against the CustomerId and CustomerPin elements of the license XML file.

From the SYSPRO Installer home screen, select the Administration option.

From the Administration screen, select the Manage Hotfix Summary Email option.

From the Hotfix Summary screen, indicate your preference on how often you wish to receive the Hotfix Summary Email: Weekly or Monthly.

If you do not wish to receive the email, simply ensure that both check-boxes are disabled.

Once you are satisfied with your selection, select the Update button to confirm.