- Ensure the new web server meets our system requirements.
- Install The Financial Edge on the new web server by running setup.exe from The Financial Edge deploy folder.
- Install Internet Information Services (IIS).
- Install WebPortal on the new web server.
- If applicable, also install the latest patch/update for WebPortal or ensure you are running the latest available version.
- Ensure that you can successfully log into The Financial Edge on the new web server.
- If prompted to install a patch when launching The Financial Edge, then allow The Financial Edge patch to apply.
- Configure WebPurchasing or WebInvoicing, as necessary, using the WebPortal Configuration Tool.
- Ensure that you can successfully log into WebPortal, via a supported browser on the new web server.
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