1. Ensure the new web server meets our system requirements.
  2. Install The Financial Edge on the new web server by running setup.exe from The Financial Edge deploy folder.
  3. Install Internet Information Services (IIS).
  4. 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.
  5. 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.
  6. Configure WebPurchasing or WebInvoicing, as necessary, using the WebPortal Configuration Tool.
  7. Ensure that you can successfully log into WebPortal, via a supported browser on the new web server.