Chapter 3_Installing CINCH

Before You Begin
Before you begin the CINCH Installation process, please complete the following steps:

1. Make sure no users are logged into the CINCH system.

2. Make sure you have a recent backup of your Company database.

3. Make sure you Export your modified Forms and Reports from Customization Maintenance.

4. Make sure you are running Microsoft Dynamics 18.0 (18.00.0010 (RTM)). CINCH 18.0 M7 will only run on this version of Microsoft Dynamics GP.

5. If running CINCH Portal against a secondary database (replication), it will be necessary to disable replication prior to installing CINCH.

   1. Log into Microsoft Dynamics GP as sa.

   2. Open Portal Maintenance (Cards>Cinch Doc Exchanged>Portal Maintenance).

   3. Select the Disable Replication button to remove the replication job.

   4. Install CINCH

   5. Select the Enable Replication button to start the Replication job process. This may take some time, so schedule accordingly.

Installing CINCH

1. Extract/unzip the files from zip file into a shared folder.

2. Copy and paste the .cnk file into the location where Microsoft Dynamics GP is installed (typically, the default location is C:\Program Files\Microsoft Dynamics\GP).

3. Launch Dynamics GP.

4. You will receive a message that Dynamics needs to include new code, click on YES.

5. Message prompts to go to Cinch Table Utility upon launching. Skip this step for the first company update, select ok for subsequent company updates.

6. Go to Microsoft Dynamics GP>>Maintenance>>SQL

7. Choose DYNAMICS database.

   • Select CinchAg as the product.

   • Highlight all of the objects listed in the scrolling window.

   • Mark the checkboxes labeled 'Create Auto Procedure' and 'Create Table.' (DO NOT MARK THE 'DROP TABLE' CHECKBOX OR YOU WILL LOSE ALL OF YOUR CINCH DATA!)

   • Click the Process button.

8. Choose your company database.

   • Select CinchAg as the product.

   • Highlight all of the objects listed in the scrolling window.

   • Mark the checkboxes labeled 'Create Auto Procedure' and 'Create Table.' (DO NOT MARK THE 'DROP TABLE' CHECKBOX OR YOU WILL LOSE ALL OF YOUR CINCH DATA!)

   • Click the Process button.

9. When the process has finished, you do not need to Bind Defaults at this time, you may close both windows.

10. Go to Microsoft Dynamics GP>>Maintenance>>Cinch Maintenance>>Table Utility.

11. Choose CinchAg in the Product List.

12. Choose System in the File Series List

13. Click All>> to insert all tables into the right hand side.

14. Click Compare Tables.

15. When the Compare Tables process is finished, one of the following messages will be displayed in the Processing field:

    • Process Complete No Table Errors – proceed to step 8.

    • Process Complete WITH Table Errors – The Failed Table window will appear. Click the Rebuild All button.

16. Within Table Utility.

17. Choose CinchAg in the Product List.

18. Choose Project in the File Series List

19. Click All>> to insert all tables into the right hand side.

20. Click Compare Tables.

21. When the Compare Tables process is finished, one of the following messages will be displayed in the Processing field:

    • Process Complete No Table Errors – proceed to step 9.

    • Process Complete WITH Table Errors – the Failed Table window will appear. Click Rebuild All.

22. When the Rebuild process is finished, you may close the Table Utility window.

23. Open SQL Server Management Studio and run the following script against the DYNAMICS database:

24. SQLDynamicsProcsR160.SQL

25. Within the SQL Server Management Studio, run the following scripts against your Company database:

26. SQLCompanyFunctionsR180.sql

27. SQLCompanyViewsR180.sql

28. SQLCompanyProcsR180.sql

29. SQLCompanyTriggersR180.sql

30. SQLEconnectCompanyProcsR180.sql

31. IRGrant.sql

32. Run the following SQL command exec IRCSBindDefAll

33. Go to Microsoft Dynamics GP>>Maintenance>>Cinch Maintenance>>Table Utility.

34. There is one backfill option for this release called IRGNLoadShipmentOPENCOMP. Customer Priority and Customer Class have been added to the Customer MSTR table allowing additional ranges on the Bulk Shipment Invoicing window.

35. Within Table Utility, indexes should be rebuilt 1 time along with the table updates. This process happens automatically when the system prompts you to update the database.

    1. If you are manually updating your database, the Update Indexes button provides access to the script to initiate the process manually.

36. Within Table Utility, click the Create Cinch Jobs button to create the SQL job, Long Short Inquiry. The job, when ran, will go through the long short report options and see if a long short report needs to be generated for the time and day the job is being run at.

    1. The SQL Server Agent must be running for the job to be created and to run.

    2. The job is setup to check the long short report options every hour and every day of the week.

37. Verify that the Functional Currency is set on the Multicurrency Setup window. (Tools>Setup>Financial>Multicurrency)

38. Repeat steps 6.b. thru 14 for each Dynamics/CINCH company.

39. Repeat steps 2 thru 4 on all subsequent computers. Validate that each workstation is on the current release. You can do this by selecting Help>>About Microsoft Dynamics GP>>Additional>> E-Markets About. The E-Markets Rel # should read R18.0 M7

Note: It is recommended that the CINCH Reg Key Maintenance window is opened and the OK button clicked to re-register the CINCH Registration Keys after upgrading. Open (Microsoft Dynamics GP >> Tools >> Setup >> Cinch Grain >> Reg Keys) and click the OK button.

CINCH Documents

1. The Cinch.chm file located within the CINCH Download PDF Manuals folder needs to be placed in the Dynamics folder (the default location is C:\Program Files\Microsoft Dynamics\GP).

   1. If having an issue on the Cinch help window where the help window opens but there is no detail content, the help file may need to be unblocked:

      1. To check the file, right click on the file and choose properties look for the unblock button, it will be near the Attributes and Advanced button. If the unblock is present click it and proceed.

2. The remaining files located within the CINCH Download PDF Manuals folder need to be placed in the Dynamics Documentation folder (the default location is C:\Program Files\Microsoft Dynamics\GP\Documentation). The files are as follows:

   1. Cinch Document Exchange System Manual

   2. Cinch Grain Software Procedures Manual

   3. Cinch Grain Software System Manual

   4. Cinch Process Manufacturing

   5. Cinch Sales – Seed Software Procedures Manual

   6. Cinch Sales – Seed Software System Manual

   7. Cinch Software Risk Management Manual

   8. LICENSE AGREEMENT Cinch 0318

3. Repeat Cinch Documents steps on each server/workstation that has CINCH installed.