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Epicor ERP

System Setup and Management


Course
10.0.700.2

Disclaimer
This document is for informational purposes only and is subject to change without notice. This document and its
contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its
date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with
regard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for a
particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software is
likely to be unique in their requirements in the use of such software and their business processes, users of this document
are always advised to discuss the content of this document with their Epicor account manager. All information contained
herein is subject to change without notice and changes to this document since printing and other important information
about the software product are made or published in release notes, and you are urged to obtain the current release
notes for the software product. We welcome user comments and reserve the right to revise this publication and/or
make improvements or changes to the products or programs described in this publication at any time, without notice.
The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance of
any consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usage
of the solution(s) described in this document with other Epicor software or third party products may require the purchase
of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements
in this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws
and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly
Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of
platform and product compatibility in this document shall be considered individually in relation to the products referred
to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also
stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible
with both of the products running at the same time on the same platform or environment. Additionally platform or
product compatibility may require the application of Epicor or third-party updates, patches and/or service packs and
Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs
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trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other
trademarks mentioned are the property of their respective owners. Copyright Epicor Software Corporation 2014.
All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of
Epicor Software Corporation.

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Total pages: 80
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System Setup and Management Course

Contents

Contents
Introduction............................................................................................................................6
Before You Begin....................................................................................................................7
Audience.........................................................................................................................................................7
Prerequisites....................................................................................................................................................7
Environment Setup..........................................................................................................................................7

User Accounts.........................................................................................................................9
User Accounts Details......................................................................................................................................9
Workshop - Manage User Accounts...............................................................................................................10
Create User Account...............................................................................................................................10
Test the Account....................................................................................................................................12

Startup Configurations.........................................................................................................13
Configuration Settings File.............................................................................................................................13
Multiple Configuration Files....................................................................................................................14
Workshop - Modify Configuration Setting Files.......................................................................................14
Copy the Default Configuration File.................................................................................................14
The Configuration Editor.................................................................................................................14
Run Time Arguments.....................................................................................................................................16
Workshop - Activate Run Time Arguments..............................................................................................16

System Setup........................................................................................................................17
Workshop - Company Maintenance...............................................................................................................17
Define General Settings..........................................................................................................................17
Define Emailing and Reporting Options...................................................................................................19
Define Attachments................................................................................................................................20
Enable BAQ External Datasources...........................................................................................................21
Enable Tax Connect................................................................................................................................22
Workshop - Company Configuration.............................................................................................................22
Enter Company Details...........................................................................................................................23
Define Module Options...........................................................................................................................24
Workshop - Site Maintenance........................................................................................................................24
Create a Site...........................................................................................................................................25
Workshop - Site Configuration.......................................................................................................................26
Modify Site Options................................................................................................................................26
Workshop - Company and Site Rights............................................................................................................28
Assign Company/Site Rights....................................................................................................................28
Assign External Companies.....................................................................................................................29
Test User Account...................................................................................................................................29

Automatic Data Processing..................................................................................................30


System Agents...............................................................................................................................................30
Workshop - Modify the System Agent....................................................................................................31
Modify a System Agent...................................................................................................................31

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Contents

System Setup and Management Course

Create a Schedule...........................................................................................................................32
Workshop - Manage the System Agent...................................................................................................33
Select a Schedule.............................................................................................................................33
View Task Parameters......................................................................................................................34
Process Sets...................................................................................................................................................34
Workshop - Manage Process Sets...........................................................................................................34
Create a Process Set........................................................................................................................34
Add Tasks to a Process Set...............................................................................................................35
Schedule a Process Set.....................................................................................................................36
System Monitor.............................................................................................................................................37
Workshop - Use the System Monitor.......................................................................................................37

Security..................................................................................................................................39
Security Privileges...........................................................................................................................................40
Company Security...................................................................................................................................40
Security Group Maintenance...................................................................................................................40
Workshop - Create a Security Group................................................................................................40
User Security...........................................................................................................................................42
Security Manager............................................................................................................................42
Workshop - Manage User Security...................................................................................................42
Assign Security Privileges..........................................................................................................43
Assign Security Groups.............................................................................................................45
Assign Security...............................................................................................................................................45
Run Time Argument Menu Control.........................................................................................................45
Workshop - Define Run Time Arguments.........................................................................................46
Security Group Conflicts.........................................................................................................................46
Workshop - Menu Security.....................................................................................................................47
Create a Security Code....................................................................................................................47
Assign Menu Security......................................................................................................................49
Test Menu Security..........................................................................................................................49
Workshop - Field Security.......................................................................................................................50
Assign Global Field Security.............................................................................................................51
Security Group Field Security............................................................................................................52
Test Field Security............................................................................................................................53
Security Management....................................................................................................................................53
Menu Security Report.............................................................................................................................53
System Activity Log.................................................................................................................................54

Customization Management...............................................................................................55
Workshop - Customization Rights..................................................................................................................56
Assign Customization Rights...................................................................................................................56
Workshop - Personalization Purge..................................................................................................................57
Use Personalization Purge.......................................................................................................................57
Workshop - Customization Maintenance.......................................................................................................58
Review, Update, and Delete Customizations...........................................................................................59
Export Customizations............................................................................................................................60

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Contents

Import Customizations............................................................................................................................61
Verify Customizations.............................................................................................................................62
Run or Modify Customizations................................................................................................................63
Workshop - Dashboard Maintenance.............................................................................................................64
Review Dashboards.................................................................................................................................64
Manage and Generate Dashboards.........................................................................................................66
Workshop - Help Annotations Maintenance...................................................................................................67
Update an Annotation............................................................................................................................67
Workshop - Solution Management................................................................................................................68
Review Solution Elements.......................................................................................................................68
Add a Solution Element..........................................................................................................................69
Review Solution Types............................................................................................................................71
Add a Solution Type...............................................................................................................................72
Use Solution Workbench........................................................................................................................73
Track Your Activity..................................................................................................................................73
Add Items to Solution.............................................................................................................................75
Build a Solution......................................................................................................................................75
Install a Solution.....................................................................................................................................76
Verify the Solution Installed....................................................................................................................77

Conclusion.............................................................................................................................79

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Introduction

System Setup and Management Course

Introduction
This course explores how you set up and manage the Epicor ERP application. By understanding these tools, you
control how users access and run the application as well as manage automatic processes and customizations.
You leverage several tools to configure the Epicor ERP application so it reflects the structure of your organization
and the requirements of your business. This course begins by setting up a basic user account, and then reviews
configuration settings files and run time arguments. Configuration settings (.sysconfig) files contain parameters
you can modify; these parameters then activate when a user logs into the client. Likewise, run time arguments
are switches which launch alternate menus and processes (like automatic updates) when users log in.
If you use the Multi-Site module, the Epicor ERP application can have multiple companies, and then each company
can contain multiple sites. Use these features to reflect the structure of your organization. Through these
management tools, you define how each company and site interacts with the modules licensed by your
organization. Then on user accounts, you determine which users have access to each company and site. To further
improve security, use the security tools. Through these management programs, you restrict user access to specific
programs, processes, and fields.
Reports, processes, and executive dashboards can generate automatically through recurring schedules. You first
create these recurring schedules on a system agent, and then users link a report or process to these recurring
schedules. These processing tasks then activate automatically at times that work best for your organization generating the data when its needed and when it can be most efficiently processed.
Lastly, users can modify the application through personalizations, customizations, and other tools. You can
manage these custom modifications using a series of maintenance programs. Through the features on these
programs, you can evaluate each modification, correct errors, and remove the modification. To complete the
customization management options, you can use the Solution Management module to bundle toether selected
customizations, personalizations, BAQs, and other items and distribute them from one Epicor ERP application
server to another server.
Together these setup and management tools give you control over how your organization and users interact
with the Epicor ERP application. By leveraging these tools, you can maximize your investment in the application.
Upon successful completion of this course, you will be able to:
Create a user account.
Modify startup configurations on client machines.
Configure companies and sites so they reflect the needs your organization and industry.
Grant user access to companies and sites.
Set up schedules that automatically generate data for reports and processes.
Restrict user access to the ERP application through the security features.
Manage customizations, personalizations, dashboards, help annotations, and other custom items in the Epicor
ERP application.
Create solutions that combine various items for installation in other companies.

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System Setup and Management Course

Before You Begin

Before You Begin


Read this topic for information you should know in order to successfully complete this course.

Audience
Specific audiences will benefit from this course.
System Administrators
IT/Technical Staff
Security Managers

Prerequisites
To complete the workshops in this course, the necessary modules must be licensed and operating in your training
environment. For more information on the modules available, contact your Epicor Customer Account Manager
at EpicorCAM@epicor.com. It is also important you understand the prerequisite knowledge contained in other
valuable courses.
Interface Navigation Course - This course introduces navigational aspects of the Epicor application's user
interface. Designed for a hands-on environment, general navigation principles and techniques available in
two user interface modes - Classic Menu and Modern Shell Menu. Workshops focus on each of these
modes and guide you through each navigational principle introduced.

System Administration Course - This course explores how Microsoft SQL Server interacts with the Epicor
application. Designed for database administrators, this course describes the SQL Server features administrators
manage to run the Epicor application.

Environment Setup
The environment setup steps and potential workshop constraints must be reviewed in order to successfully
complete the workshops in this course.
Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experience
Epicor functionality in action but does not affect data in your live, production environment.
The following steps must be taken to successfully complete the workshops in this course.
1.

Verify the following or ask your system administrator to verify for you:
Your Epicor training icon (or web address if you are using Epicor Web Access) points to your
Epicor training environment with the Epicor demonstration database installed. Do not complete
the course workshops in your live, production environment.
Note It is recommended that multiple Epicor demonstration databases are installed. Contact
Support or Systems Consulting for billable assistance.

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Before You Begin

System Setup and Management Course

The Epicor demonstration database is at the same service pack and patch as the Epicor
application. Epicor's education team updates the Epicor demonstration database for each service pack
and patch. If your system administrator upgrades your Epicor application to a new service pack or patch,
he or she must also download the corresponding Epicor demonstration database from EPICweb > Support
> Epicor > Downloads and install it. If this is not performed, unexpected results can occur when completing
the course workshops.
Your system administrator restored (refreshed) the Epicor demonstration database prior to
starting this course. The Epicor demonstration database comes standard with parts, customers, sales
orders, and so on, already defined. If the Epicor demonstration database is shared with multiple users
(that is, the database is located on a server and users access the same data, much like your live, production
environment) and is not periodically refreshed, unexpected results can occur. For example, if a course
workshop requires you to ship a sales order that came standard in the Epicor demonstration database,
but a different user already completed this workshop and the Epicor demonstration database was not
restored (refreshed), then you will not be able to ship the sales order. Epicor's education team has written
the course workshops to minimize situations like this from occurring, but Epicor cannot prevent users
from manipulating the data in your installation of the Epicor demonstration database.

2.

Log in to the training environment using the credentials epicor/epicor. If you are logged in to your training
environment as a different user, from the Options menu, select Change User.

3.

From the Main menu, select the company Epicor Education (EPIC06).

4.

From the Main menu, select the Main site.

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System Setup and Management Course

User Accounts

User Accounts
Each person who will access the Epicor ERP application must have a user account. This user account contains the
primary information for each user and defines both program access and system permissions.
You create user accounts within User Account Security Maintenance. You will frequently launch this program
to add and update user accounts. As users change roles within your organization, you manage what programs
they can launch and what tools they can use. User Account Security Maintenance can only be launched by users
who have Security Manager rights, so be sure at least one account is set up with this permission option.
During this section of the course, you will create a basic user account. This account is then used later throughout
other parts of this course.

User Accounts Details


Use the Detail sheet to enter basic user account information such as user ID, name, address, phone numbers,
and password information. You typically use this sheet when you are creating a new user account.
You enter this information on the Detail sheet:
User ID and Password
Each user account has a User Identifier (ID) and a Password, and users are prompted for these items when they
log into the application. The User ID displays in many entry programs like Sales Order Entry and Purchase Order
Entry; this feature indicates who created the initial record. The User ID field is alphanumeric and can be up to 20
characters long.
Tip Consider using employees' network login ID as their Epicor ERP application User ID. The network login
ID defaults in the Name field when users log into the Epicor ERP application. If you use Information Worker,
the network login ID is used to integrate Information Worker with the Epicor ERP application.
Address and Contact Information
Use this area to enter the mailing address, the e-mail address, and phone numbers for each user. These fields
are optional and are used for reference purposes only. Some users must be set up in other areas of the application.
For example, a sales force member would also be set up in Work Force Maintenance with a sales role. In this
situation, consider leaving the address and contact information blank in the user account record and place a note
in one of the fields to direct people to the Work Force record for the address and contact information.
Disable Account
Select the Disable Account check box to temporarily or permanently stop a user account. You may also want to
disable an account if someone is on an extended leave or if someone leaves the company. Once an account is
disabled, that user cannot log into the application. They will receive an Invalid log on message.
Tip The application defines a new account as disabled by default. You can then complete the setup for a
user before activating the account.

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User Accounts

System Setup and Management Course

Workshop - Manage User Accounts


The following exercises illustrate how you create and activate user accounts.

Create User Account


Do the following to create a user account.
1. Navigate to User Account Security Maintenance.
Menu Path: System Setup > Security Maintenance > User Account Security Maintenance
Important This program is not available in the Epicor Web Access.

2. Click the New button.


The fields on the Detail sheet activate for data entry.
3. Enter the User ID for this user. For this workshop, enter XXX_User (where XXX are your initials).
When the user launches the Epicor ERP application, the user first needs to enter this identifier value and
then enter a password. You will not be able to access this password through User Security Account
Maintenance, but you can clear this password and manage when it expires.
4. Now enter the Name, Address, City, and other contact details. Enter the values you need in these fields.
This information is primarily for your reference. As described previously, you can enter this user information
in other programs like Work Force Maintenance or Employee Maintenance. If this is the case, consider
leaving these fields blank and just enter a reference stating which program contains the user's contact
information.
5. Click the Language drop-down list to review the languages available. If this user needs to display the
interface in a different language from the default, you can select it from the drop-down list. However if this
user will use the default language, leave this value blank.
When the Epicor ERP application is installed, you select a default language that displays for all users. However
you can use this drop-down list to override the default. If the selected language pack is installed, the interface
text uses strings from the language pack. To determine what language to display, the system first checks
the user account, then the default language specified in the .sysconfig file, and lastly checks the current
Windows language.
6. If you select a different language for the user, you may also need to select a different Format Culture. Click
this drop-down list to review the cultures available. This value defines cultural modifications the selected
language requires to display properly on the interface. If this user can use the default format culture, leave
this value blank.
Each Format Culture code defines the date format, number format, currency symbols, field layout, and other
items applicable to a world culture. For example, a culture code can change the interface so the user can
read and enter data from right to left instead of left to right.
7. Through the Single-Sign On feature, you can set up accounts so users can automatically log into the
application using their Windows account. When users launch the application, they avoid the login window.
You activate this feature by selecting the Require Single Sign-On check box and then entering the Domain
and Domain User ID values.

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User Accounts

Do not activate this feature during this workshop. You will set this up later through a different method on
the configuration settings file.
8. Enter the Session Timeout Minutes you need for this user; for this example, enter 30 minutes. This value
determines how long this user account can be inactive before the application times out the session. This
value cannot be less than 15 minutes.
Tip When the application times out, the user's account licenses are released, allowing additional
users to log in. If you have enough licenses available for all the users, consider increasing this value
so the user account never (or rarely) times out.

9. You can limit this user to only see a specific set of programs by entering a menu identifier in the Client
Start Menu ID field.
When this user logs in, only the modules or module nodes available under this menu display on the Main
Menu. For example if you enter the identifier for the Job Management module, only the programs in this
module display on the Main Menu.
You use Menu Maintenance to find the menu ID you need. This feature is described more detail later in the
Security section of this course.
10. You manage account passwords through the fields in the Account Actions group box. Select the Expire
Password check box.
11. Now in the Password Expires Days field, enter how long the user's password can be active. For this
workshop, enter 75 and then click Save.
The current password for this user account can now stay active for 75 days. The Password Expires field
populates with the last date on which this password can be used.
12. Now select the Clear Password check box. This forces the user to create a new password during the next
login.
13. A requisition is a request for material from a supplier, and it can be used to acquire parts for a job or
miscellaneous item. To give users the ability to create these records, select the Allow Requisitions check
box.
14. To indicate how long before the data refreshes in the Shop Tracker, enter a value in the Shop Tracker
Refresh Minutes field. The default value is 10 minutes.
15. Each user account must have access to at least one company and site. Click the Down Arrow next to the
New button; select New Company.
The Company > Detail sheet displays.
16. Click the Company drop-down list and select Epicor Education.
The Available Sites list displays the current sites set up for this company.
17. Select the Main site option and click the Right Arrow button.
18. To complete the user account, you need to activate it. Return to the Detail sheet and clear the Account
Disabled check box.
19. Click Save.
20. Close User Account Security Maintenance.

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User Accounts

System Setup and Management Course

The user account is active. The new user can now log into the Epicor ERP application.

Test the Account


You will use this account later in this course, so you need to set up the password for this new user account.
1. Return to the Home screen and click the Settings tile.
2. Select General Options.
3. Click the Change User... option.
The Log in window displays.
4. For the User name, enter XXX_User (where XXX are your initials) and a Password.
5. Press the Arrow button.
6. Because you selected the Clear Password check box on the user account, the Password Expired dialog
box displays. It asks you if you want to change the password; click Yes.
The Change Password dialog box appears.
7. Enter the Current password again.
8. Now enter the New Password and then enter it again in the Confirm new password.
Important Be sure you remember this password. You will use this password again later in the course.

9. Click OK.
The Epicor ERP application launches, and it uses the permissions you set up on the new user account.
10. Click on the Menu tile.
11. Notice you can access the modules in the Main site, but you can't access the Evanston, Los Angeles,
Orange County, and Rockford sites.
12. You need to logon as a system administrator again. Return to the Main Menu and click the Settings tile.
13. Click the Change User... option.
The Log in window displays.
14. Login using the User Name/Password of epicor/epicor.

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System Setup and Management Course

Startup Configurations

Startup Configurations
You can modify application launch settings throughout your system and on specific workstations. To do this, you
leverage configuration settings files and run time arguments.
By using different startup configurations and run time arguments, you define how the application runs on each
workstation and interacts with the server.
For example, if you want the application help hosted on a separate server from the deployment server, you would
modify the configuration settings file by entering the server's URL in the helpServerURL attribute. You would
then update this parameter on configuration setting files you use throughout the company. You can also change
how the application launches on a specific workstation with these tools; for example you can activate a run time
argument that launches the application using the MES interface.
Startup Flow

Configuration Settings File


When you launch the application, it activates the configuration settings file. This file defines the settings for the
client installation, including the server connection, user settings, sort method, and many other options.
The application cannot launch unless it locates a configuration settings file. If the .exe file can see the
default.sysconfig file or an alternate .sysconfig file you have defined through a run-time argument, the application
launches.
This section explains how you modify the .sysconfig files. It also describes one of the most common changes,
setting up a user to automatically log into the system.

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Startup Configurations

System Setup and Management Course

Multiple Configuration Files


As a best practice, you should never update the default.sysconfig file. Instead make copies of this default file
and then modify the copied .sysconfig files as you need.
You make a copy of this file by using the copy and paste functions in Windows Explorer. By copying the
default.sysconfig file, you will always have the original settings available for reference. This also creates a backup
file you can use to restore the original configuration settings.
By using alternate .sysconfig files, you can experiment with different startup configurations. To indicate which
alternate .sysconfig file you will launch through each client, you add a run time argument to the Epicor ERP
application's desktop icon. You will learn how to do this later during the Run Time Arguments section of this
course.

Workshop - Modify Configuration Setting Files


The following exercises demonstrate how you modify configuration settings files.

Copy the Default Configuration File


As a best practice, you should always make a copy of the default.sysconfig file and then modify the copied file
as you need.
To make a copy of the default configuration file:
1. Launch Windows Explorer.
2. Navigate to the C:\Epicor\ERP10\ERP10.00.000\ClientDeployment\Client\Config directory.
The configuration files available for your client installation display in this folder.
3. Right-click on the default.sysconfig file; from the context menu, select Copy.
4. Now right-click on an empty space in the window; from the context menu, select Paste.
The default - Copy.sysconfig file displays.
5. Right-click this file. From the context menu, select Rename.
6. Change this file name to XXX.sysconfig (where XXX are your initials).
You can now modify this .sysconfig file to use the settings you need.

The Configuration Editor


After you copy the default.sysconfig file, you can modify the settings in this file. You do this using the Configuration
Editor.
This tool is automatically installed with your client application. Use Windows Explorer to locate and launch this
program.
1. Open your Client Installation folder. In this example, you open the C:\Epicor\ERP10\ERP10.0.100\Client
directory.
2. Locate and double-click the ConfigEditor.exe icon.
The Please select a configuration file window displays.

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Startup Configurations

3. Notice this window automatically displays all the files contained within your Config folder. Select the file
you want to edit. In this example, you select the XXX.sysconfig file (where XXX are your initials).
4. Click Open.
The Configuration Editor displays.
5. The configuration file settings are divided into several sheets. Available sheets:
a. The Application sheet displays all the settings that apply to the overall application. You define settings
like AppServerURL, ResourceFile, and Version here.
b. The User sheet contains the settings you can adjust for the specific user on this client workstation.
c. The Deployment sheet contains the settings for moving, or deploying, files from your server to the client
installation.
d. The Help sheet contains the settings that define the directory paths for the application help, on-line
support, and the Feature Summary. Use these options to define where this configuration file looks for
documentation and support resources.
e. Use the Sort sheet to define the method used globally to sort strings within the application. Your options
are stringSort and wordSort. You can also create exceptions to the default sort method on this sheet.
f. The Tools sheet contains the default settings needed to use the Software Developer Kit (SDK). Sold
separately from the application, this toolset enables developers and advanced users to extend the
application to create new tables, business objects, and UI forms. If you use the SDK, these default values
are automatically added to your configuration file. However if you need, you can edit them on this sheet.
To change a setting, enter an expected value in its field. An expected value is a parameter compatible with
the setting.
Tip For details on the settings contained on these sheets, read the Settings The Complete List topic
in the application help. You can also review the Startup Configurations chapter in the Epicor
Implementation User Guide.

6. You want to modify this .sysconfig file so that you can automatically log into the application when you
launch the Epicor ERP application. Click the User tab.
7. Enter a UserID. This value is the identifier for the user who is logging into the application from this
workstation. Enter the XXX_User identifier you created for the new account within User Account Security
Maintenance.
8. Enter a Password. This value is the password for the user who is automatically logging into the application
from this workstation. Enter the password you defined for this account.
9. Click Save.
10. Click Close. This configuration file is saved with the new settings.
The selected configuration file now has your revised settings. You next add a run-time argument to the Epicor
ERP application icon so it launches using your XXX.sysconfig file (where XXX are your initials).

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Startup Configurations

System Setup and Management Course

Run Time Arguments


Each workstation can be set up to launch the application in a specific mode. These modes, or Run Time
Arguments, activate when a user double-clicks on the application icon.
Several run time arguments are available. You can for example, indicate that instead of the default Main Menu,
the application launches either the Dashboard or the MES interface. As described previously, you can launch the
application using a different configuration file so it uses the settings you defined in the alternate .sysconfig file.
Run time arguments are also useful when you are customizing programs. Normally during runtime, you can have
several favorites groups that autoload their programs into memory. This improves the performance of these
programs. However you cannot customize autoloaded programs. To disable this feature while you are customizing,
you enter the /AUTOLOADSUPPRESS run time argument.
You can also use multiple run time arguments at the same time to further define how the application launches
on the workstation. For example, you want a workstation to only use the MES interface and you also want it to
update to the latest version. For this workstation, you use both the /MES and /UPDATE run time arguments.

Workshop - Activate Run Time Arguments


You add run time arguments to the properties of the Epicor ERP application icon. During this workshop, you add
an argument that launches the configuration settings file that contains your automatic login settings.
1. On the desktop for the workstation, right-click the Epicor ERP application icon.
2. A Context Menu displays; select the Properties option.
3. The applications Properties window appears, displaying the Shortcut tab.
4. In the Target field, enter a [Space] after the target directory path.
5. Enter a right slash ( / ) or en dash ( - ), followed by the run time argument. Enter
C:\EUQA\Epicor\ERP10\ERP10.0.100\Client\Epicor.exe /config=XXX.sysconfig or
C:\EUQA\Epicor\ERP10\ERP10.0.100\Client\Epicor.exe -config=XXX.sysconfig (where XXX are your initials).
Tip For details on the available run time arguments, review the Run Time Arguments List topic in the
application help or the Startup Configurations chapter in the Epicor Implementation User Guide.

6. Click Apply.
7. Click OK.
8. Return to the desktop and launch the Epicor ERP application.
The Main Menu automatically displays, bypassing the Log in window. Notice the application launches with the
user account settings as well, so you can only access the Main site.
You need to log back into using the system manager account. From the Home screen, click the Settings tile.
Select General Options and launch the Change User... option. Enter manager/manager and log back into the
Epicor ERP application.

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System Setup
You set up the structure of your organization through companies and sites. Each company and site has a unique
set of programs that handle transactions within this area of the organization.
A company is a related section of business functions. How you structure companies within the Epicor ERP
application reflects how your organization runs its various areas of business activity. A company could represent
a product line, a different location, a recent acquisition, and so on. A site defines a location, like a distribution
or manufacturing center, for which your organization needs to separately record and track transactions.
Tip To use multiple companies and sites, you must have the Multi-Site module. This module contains the
programs and network protocols that allow companies to share global records like customers and invoices.
You create companies using the Epicor Administration Console. Use this separate program to create the SQL
databases and application servers that run the Epicor ERP application. You can then create multiple companies
for each application server. After you set up the companies through this console, they appear the next time you
log into the Epicor ERP application. You then launch the Company Maintenance and Company Configuration
programs to define the system and module options for each company.
Each company can have multiple sites, and unlike companies, you create sites within the Epicor ERP application.
You launch the Site Maintenance and Site Configuration programs to define the system and module options
for each site.
This section of the course guides you through how you set up the companies and sites that make up your
organization. It also illustrates how you grant users access to specific companies and sites.

Workshop - Company Maintenance


After a system administrator creates a company through the Epicor Administration Console, users can access it
from the tree view in the Epicor ERP application.
Each company has its own unique set of module groups that users launch separately from other companies. To
begin setting up the overall parameters for the new company, launch Company Maintenance. This set up
program contains the primary options used across the company. You use this program to enter the company's
default address, email setup, document attachments, and external BAQ sources.

Define General Settings


The General Settings sheet contains the primary information you need to define, including the company address
and URLs for linking the company to other Epicor ERP applications.
1. Click the Menu tile and navigate to Company Maintenance.
Menu Path: System Setup > Company/Site Maintenance > Company Maintenance
Important This program is not available in the Epicor Web Access.
The program displays the General Settings sheet by default. Notice the current company's identifier displays
in the Company field.
2. Use the Company Info section to enter name and address information for the current company. For this
workshop, enter a Phone number.

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This address information is used on various reports and records to identify they originate from this company.
3. If this company will use Service Connect, define how the current company links to this separate application
through the fields in the Service Connect Options group box.
a. Server - Enter the server where Epicor Service Connect is installed. For this workshop, enter EpicorSI.
b. User and Password - Now enter the user account that can access the Service Connect server. For this
workshop, enter admin for the User and leave the Password blank.
c. To verify the connection works, click the Test Connection button.
d. The UBAQ Workflow Package is the folder on the Service Connect server that contains the workflow
processes required to modify data through updatable business activity queries (BAQs). If you will use
Service Connect to update business activity queries, select the package you need from this drop-down
list.
When users enter data through a dashboard that has an external BAQ, this workflow package connects
the company with the external Service Connect application.

4. The options available in the Activity Tracking group box indicate how you want to record user actions at
the current company.
a. System Activities - Select this check box. The activity log now track updates to the application like BAQ
definitions, dashboard definitions, customizations, BPM directives, and so on.
b. Personalization - Select this check box. The activity log trackers user personalizations in the current
company.
Tip You review each system and personalization change through the System Activity Log
Tracker.
Menu Path: System Setup > Security Maintenance > System Activity Log

5. If this company will run Enterprise Search, use the fields in this group box to link this company to the
search index. Enterprise Search is an optional search feature which you can use to retrieve indexed content
from within your Epicor ERP application and then quickly launch specific programs to display the data
returned from the search.
a. Search URL - Defines the Uniform Resource Locator (URL) for Enterprise Search. For example:
http://EpicorApps:8098/search/default
b. Global URL - Verify this check box is selected. This indicates the Search URL is the global location for
Enterprise Search. Users can then search for records located in other companies within your organization.
6. Now use the Web Access section to indicate how this company connects with the web form version of the
Epicor ERP application.
a. Web Access URL - Defines the uniform resource locator for the Epicor Web Access forms. For example:
http://lis-t60/EpicorWeb
b. MetaData Output Path - Defines the directory location used by this company to receive metadata.
When metadata generates through Epicor Web Access, this metadata is stored in this directory path.
For example: C:\Inetpub\wwwroot\EpicorWebAccess

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7. If this company uses Epicor Enterprise Performance Canvas, use the Performance Canvas URL field to
indicate the web location that contains this company's performance canvases.
Each performance canvas is a visual display of selected information from your Epicor database. To use this
functionality, the Epicor Enterprise Performance Canvas must be installed and active on your system.
8. Use the fields in the Social Enterprise section to define how this company interacts with the Epicor Social
Enterprise (ESE) application. Epicor Social Enterprise is an information network designed to support
information exchange across your business enterprise. Available options:
a. Social Enterprise URL - Indicates the URL for the Epicor Social Enterprise website associated with this
Epicor ERP application. Users who access Epicor Social Enterprise from within the Epicor ERP application
connect to ESE through this website. Your Epicor Social Enterprise administrator will have the URL you
enter in this field.
b. Notification Source ID - Indicates the name of the notification source created by the Epicor Social
Enterprise administrator to connect to this Epicor ERP application. When users access Epicor Social
Enterprise functionality from within the Epicor ERP application, the notification source named here, along
with the URL specified in Social Enterprise URL field, enable interactions with the Epicor Social Enterprise
website. Your Epicor Social Enterprise administrator will have the notification source ID you enter in this
field.
9. When you finish defining the general settings, click Save.

Define Emailing and Reporting Options


Use the Email and Reporting sheet to indicate how you will distribute email through the current company. This
sheet also has the fields for setting up print form options as well as SSRS reporting parameters.
1. Click the Email and Reporting sheet.
2. The Port field specifies the email link port number for distributing global alert messages with attachments.
Enter an unused port number in this field. When a user receives a global alert message and clicks on the
attachment, the Epicor ERP application retrieves the record attached to the alert email. For this workshop,
validate that 7778 displays.
3. Use the fields in the Global Alert From section to indicate where global alert messages are sent.
a. Email Address - Specifies the default From email address used to send global alert email. This address
appears in the From field on the global alert messages. For this workshop,
administrator@salesdemo.mfgdemo.com displays.
b. Email Label - Specifies the default From label used to send global alert email. This label displays on the
global alert messages. For this workshop, enter Epicor Alert.
4. Use the fields in the SMTP group box to set up how email is sent between users in the current company.
a. SMTP Server - Use this field to enter the name of the server. For example: ExchangeServer
b. Port - Specifies the SMTP port number that handles your company email. This value is the port number
on the SMTP Server, for example, 25 (default port number).
c. Use SSL - Use this option to specify that SMTP communication is encrypted using SSL/TLS protocols.

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d. You can connect to the SMTP Server using the following ways:
Authenticate Anonymously - used for performing anonymous access to your exchange server. In
order to use this feature, anonymous access must be allowed on the SMTP server.
Use Specified Credentials - used to connect to your email server using the specified account. When
selected, this option enables User and Password fields. Use these fields to enter your SMTP account
credentials.
If Use Specified Credentials is selected, but no User name is entered, the application uses the AppPool
account to connect to SMTP server.

5. The Form Print Options group box contains fields that define how reporting is handled in the current
company.
a. Allowed Report Style - Use this drop-down list to select what report generation systems are available
to use in the company. Select SSRS Only.
Tip You can also select the Crystal and SSRS option. Use this option if you used Crystal Reports
in a previous Epicor version, and you need to run these legacy Crystal Reports while your
organization makes the transition into SSRS reports.
b. Work Station Method - This selection defines what method is used to calculate the workstation ID.
The method determines what reports a user can print or preview in the System Monitor. For this
workshop, select Machine Name + User ID.
c. Epicor SSRS URL - This value defines the uniform resource locator (URL) the current company uses for
the Epicor SQL Server Report Portal web site.
Tip Use the Configure Epicor SSRS Service Utility to verify the URL you enter in this field. To
do this, press the Windows + F keys to display the Charms bar. Select the Configure Epi SSRS
Service icon to display the Configure Epicor SQL Report Monitor. Review the value in the Epi
SSRS site field.

6. The Auto-Print Defaults section indicate the default printers used for printing reports and labels.
a. Reports Printer - Select the default printer this company uses for reports. Whenever a user within the
selected company prints a report, the report is sent to this printer machine.
b. Labels Printer - Select the default printer this company uses to print out label forms. Whenever a user
within this company prints labels, the labels are sent to this printer machine.
7. When you finish setting up the email and form options, click Save.

Define Attachments
Use the Attachments sheet to indicate where you store files attached to emails within the current company.
You can attach files to various
records throughout the application. These files are stored in either a server directory

location or a SharePoint site library. When users attach these files, they save within this central location to ensure

other users in the company can access these file attachments. During this workshop, you will set up a SharePoint
site library.

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Tip For more information on how you set up the entire document attachment system, review the Enterprise
Content Management chapter in the Epicor Implementation User Guide.
1. Click the Attachments sheet.
2. In this environment, attachments will be stored in a SharePoint library. However if the attachments will be
stored in a file system folder, use the fields in the File System Location section to define the location of
this field.
a. To activate this storage option, select the Enable File System check box.
b. Now enter the Default Base URL for this file system location. The value you enter is a directory path
on your server; this folder will be the repository for attachment files when you use a central file system.
For example: \\myserver\sharedfolder\attachments

3. The attachments will be stored in a SharePoint library, so use the fields in the SharePoint Integration
section to set up this library.
a. Select the Enable SharePoint check box.
b. Now enter the SharePoint Site for the current company. This web site location defines the repository
that will contain the attached files. Enter http://epicorsi/EpicorDocuments/_layouts/15/start.aspx#/ in this
field.
c. Click the Create Site Library button. The SharePoint library is created and attachments are stored in
this site library.
4. Select the Allow Default Document check box to indicate attachments can be dragged onto the
Attachments nodes on the tree view for a specific record. Users can then right-click the tree view in an
entry or maintenance program and attach a file to the current record.
5. You then need to define the storage Method when users attach a file to a record. Select the SharePoint
Document option.
Available options:
File System Document - The attachment is automatically saved to the Default Base URL directory path.
SharePoint Document - The attachment is automatically saved to the SharePoint Site location.
Attachment Link - Causes a default attachment value to populate the File Name field on the Attachment
window.
6. When you finish defining the attachment options, click Save.

Enable BAQ External Datasources


Use the BAQ External Datasources sheet to activate the external datasources used for the current company.
1. Click the BAQ External Datasources sheet.
2. In the Datasources grid, review the external databases created in External Datasource Maintenance.
Select the Enabled check box next to the EPIC03-AWCustAddress_EPIC03 datasource.
Users can now access these databases through the External BAQ Designer.

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Tip For more information about creating external datasources, review the External Datasource
Maintenance topics in the application help.

3. If you do not want to run security checking against the selected datasource, select the Skip Filter check
box.
4. Likewise if you want to skip security for a specific group in the datasource, navigate to the Filter Groups
grid and select the Skip Filter check box.
5. If the selected filter group uses a BAQ constant to filter data, you can use the Filter Definitions grid to
override this constant. The current value of the BAQ constant displays in the ConstantValue field. To do
this, clear the Use Default check box.
6. Enter a custom constant in the FilterValue field.
7. When you finish defining the BAQ external databases and their filters, click Save.

Enable Tax Connect


Use the options under the Actions menu to activate the Tax Connect functionality for the current company.
The Tax Connect service eliminates determining sales tax jurisdictions of ship-to addresses, maintaining tax codes
and rates, and dealing with jurisdiction-specific and commodity-specific taxation rules. Epicor Tax Connect uses
hosted, on-demand address validation, sales tax calculation, and sales tax reporting and returns generation. This
service is run by Avalara AvaTax. To use this service, you need licenses for both Epicor Tax Connect and
AvalaraAvaTax .
Do the following to activate this service:
1. Click Actions > Tax Connect.
2. From the sub-menu, select the Tax Connect Enabled option.
A check now displays next to this option.
3. Now from the sub-menu, select the Test Connection option.
You receive a message that the Tax Connect service is running.
4. Click OK.

Workshop - Company Configuration


Use Company Configuration to define the module options for companies in the Epicor ERP application. Use
these options to define how this company interact with the modules licensed for it.
Each company has its own set of modules and programs. Users within each company can engineer parts, make
sales orders, request quotes, manage financial information, and so on. You can quickly switch between companies
by clicking different company icons from the Main Menu. Besides being different in name, you can further define
the separate companies by creating different visual styles for each company. When users switch companies, they
can then identify the current company based on the different look of the interface.
Tip To create different company styles, you use the Styling and Themes functionality. For more information,
review the Styling topics in the application help or the Styling and Themes chapter in the Epicor ICE
Customization User Guide.

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Enter Company Details


You access the Detail sheet to enter the main financial and schedule information for the current company.
1. Navigate to Company Configuration.
Menu Path: System Setup > Company/Site Maintenance > Company Configuration
The Detail sheet displays; its fields contain information about the current company. Notice the Company
Info group box contains information you entered in Company Maintenance.
2. Enter the Federal ID. This value specifies the federal tax identification number you will use this company.
Be sure to enter the punctuation you may need to validate this number.
3. Now enter the state tax identification number in the Tax ID field.
4. Use the Tax Liability drop-down list to specify the tax region used for all reports used the current company.
You can then report on taxes both inside or outside the selected region. If the country already has a tax
region associated with it, this region displays by default. However you can change this value.
5. If your company will use the Electronic Data Interchange (EDI) feature set, enter the identifier the EDI
supplier has assigned to this company. Before you can run EDI options to import or export data, you must
enter this identifier in this field.
6. Click the Production Calendar... button to find and select the base production calendar you wish to use
for scheduling and material requirements planning (MRP) at this company. Find and select the calendar from
the available options.
Tip You create production calendars in Production Calendar Maintenance. Review the application
help or the Epicor Implementation User Guide for more information about how to create these
calendars.
Menu Path: Production Management > Job Management > Setup > Production Calendar
Important This program is not available in the Epicor Web Access.

7. Likewise, click the Fiscal Calendar... button to find and select the base fiscal calendar you will use with this
company. The financial records users enter in this company then follow this financial schedule.
Tip You create fiscal calendars in Fiscal Calendar Maintenance. Review the application help or the
Epicor Implementation User Guide for more information about how to create these calendars.
Menu Path: Financial Management > General Ledger > Setup > Fiscal Calendar

8. Click the Employment Code drop-down list to select either the 941 (Option R) or the 944 (Option F) tax
form.
The option you select depends on the tax form this company will file. Your selection is used when W2 forms
are exported by W2 Processing to generate the W2 files.
9. Select the Kind of Employer radio button to define tax exempt status, if needed, for the company. By
default, the None Apply radio button option is selected.
10. When you finish modifying the company details, click Save.

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Define Module Options


You primary use Company Configuration to define the options for each module. These options affect how the
module runs within the current company.
This workshop is intended as a tour to show you where the main sheets and module sheets are located. For
details on the options you can change on each module sheet, review the application help or the Company
Configuration chapter in the Epicor Implementation User Guide.
1. Navigate to the Modules > All Modules > General sheet.
The General sheet contains the main options that apply to all the modules. Use this sheet to define the
default site, default warehouses, and costing method for the current company.
2. The Localization tab contains a series of sheets you use to reflect legal requirements for a specific country
or region.
a. Use the Detail sheet to select a localization, define Restrictions on Hazardous Substances (RoHS) options,
and set up taxing requirements.
b. The Intrastat tab contains sheets that define how this company will handle Intrastat codes and reports.
To turn on the Intrastat features, access the Intrastat>Detail sheet and select the Active check box.
c. Modify the options on the Invoice Banking References sheet to indicate how this company will use
optical character recognition (OCR) numbers or banking reference numbers on sales and purchase
invoices.
Tip Banking reference numbers (Customer Identification Numbers, or KID numbers) are required
in some countries to match and allocate electronic payments to invoices.
d. Country Specific Options - Depending on the country specific functionality (CSF) you have installed,
an additional sheet may also appear that contains options you need to define so the company can conduct
business in a specific country.
If you have a CSF component installed, review the application help for documentation for the specific
CSF feature set.

3. The rest of the tabs organize the options by module groups. For example, click on the Sales tab.
Sheets for each module within this group display.
4. You can now access the options for the Quote, Order, CRM, Case Management, and Demand modules.
You would use the module sheets to configure how the current company interacts with each module.
5. When you finish making changes to the company configuration, click Save.

Workshop - Site Maintenance


Use Site Maintenance to add and update sites available in the current company. A site defines a location, like a
distribution or manufacturing center.
When a company is created in the Epicor ERP application, one site record is created automatically by default. This
site record is the default site selected for each part created within Part Maintenance for the current company.

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To add more than one site record through this program, license the Multi-Site module. You can then set up as
many sites as you need for each company.

Create a Site
During this workshop, you add a new site to the current company.
1. Navigate to Site Maintenance.
Menu Path: System Setup > Company/Site Maintenance > Site Maintenance
2. Click the Down Arrow next to the New button; select New Site.
The fields on the Detail > Detail sheet activate for data entry.
3. Enter the Site ID that will help you quickly identify this site. Enter XXX_Site (where XXX are your initials).
This value displays throughout the application within various programs and reports.
4. For the Name, enter XXX Site (where XXX are your initials).
5. If another site will performance equipment maintenance at the new site, select a Maintenance Site from
the drop-down list.
This optional value is available if you use the Maintenance Management module. You select a maintenance
site when the current company has multiple sites and a maintenance team is responsible for maintaining
the equipment at one or more site locations. You then consolidate the maintenance demands through one
site. If you do not select a maintenance site, maintenance transactions are handled by the current site.
6. You now define various production and scheduling details for this site. For example, click the Scheduling
Send Ahead For drop-down list and select Production.
This options specifies if the start-to-start job operation offset will be used for Production or Setup time.
If you choose Production, the production time of the secondary operation is scheduled to start XXX
minutes (where XXX is the number of minutes defined in the operation) after the production starts on
the primary operation.
If you choose Setup, a secondary operation with a start-to-start relationship will schedule setup to begin
XXX minutes (where XXX is the number of minutes defined in the operation) after the production starts
on the primary operation.
Tip For more information on the fields on the Planning group box, review the Site Maintenance
topics, the Scheduling Technical Reference Guide, and the MRP Technical Reference Guide. This
documentation is available in the application help.

7. Select a Production Calender for the new site. This calendar determines how many hours for production
are available each week. Click the Calendar ID... button.
The Production Calendar Search window displays.
8. Click Search.
The production calendars available in your Epicor ERP application display in the Search Results grid.
9. Select the D5H16 (5 Days 16 Hrs per day) option and click OK.
This calendar indicates that this site has 16 hours of production capacity available five days each week.

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Tip You create production calendars in Production Calendar Maintenance.


Menu Path: Production Management > Job Management > Setup > Production Calendar
Important This program is not available in the Epicor Web Access.

10. Enter your name in the Manager Name field. This value identifies the person in charge of this new site.
11. Click on the Address sheet to enter the Mailing Address and Phone/Fax details for the new site. Place
an address in these fields.
12. Now click the GL Controls tab.
You use this sheet to select the general ledger controls used to record financial transactions for the new
site. GL controls define the account and journal contexts used to generate GL accounts for the site.
13. To add a new GL control, click the Down Arrow next to the New button; select New Site GL Control.
14. Click the Type... button to select the GL Control Type that contains the general ledger controls you wish
to use.
15. Now click the Control... button to select a general ledger control available in this general ledger control
type.
16. When you finish setting up the site, click Save.

Workshop - Site Configuration


Use Site Configuration Control to define how each site interacts with various functions in the Epicor ERP
application such as the Inventory Management, Production Management, Shipping/Receiving, Time Management,
and Expense Management modules.
You first create site records through Site Maintenance. You can then open each record within Site Configuration
Control to define parameters for several application and module functions.

Modify Site Options


This workshop is intended as a tour to show you where the main sheets and module sheets are located. For
details on the options you can change on each module sheet, review the application help or the Sites chapter in
the Epicor Implementation User Guide.
1. Navigate to Site Configuration Control.
Menu Path: System Setup > Company/Site Maintenance > Site Configuration
Important This program is not available in the Epicor Web Access.

2. Click the Site... button to find and select your new XXX_Site (where XXX are your initials).
The XXX_Site record populates the sheets in this program.
3. Click on the Modules tab to access the configuration sheets for each module. Work with your distribution
and production managers to determine the values to define for each module.

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4. Notice tabs organize the options relating to Inventory, Time and Expense, Production, Advanced
Material Management (AMM), and Shipping/Receiving. Some tabs have multiple child sheets that
contain several options. For example, select the Inventory Management tab.
5. You use the General > Detail tab to define the warehouses the site uses
a. For the Receiving warehouse, select Receiving Area.
b. For the Shipping warehouse, select Shipping Area.
c. For the DMR Processing and Inspection warehouses, select Inspection Area.
d. For the General warehouse, select Main.
Tip To learn about the rest of the fields on this sheet, review the Site Configuration Control >
Modules > Inventory Management > General > Detail topic in the application help.

6. You can define a number of items on the other Inventory Management sheets:
a. Use the Shared Warehouses sheet to indicate which remote warehouses share inventory with this site.
b. You use the Transfer Definition and Transfer Resources sheets to define transfer orders by setting
up the definitions for transferring part quantities and the resources involved in transfer orders.
c. You define the Serial Tracking and Cycle Counting for parts manufactured and/or distributed through
each site.
7. Click on the Time and Expense tab.
These settings determine whether labor hours and/or incurred expenses entered by employees require
approval by other authorized employees. If approval is required, you also define approver rights.
8. Now click the Production Management tab.
These settings define the prefixes used on unfirm, firm, and kanban jobs at the site. You can also define
some production yield parameters and other production options.
9. Use the Maintenance Management sheet to determine the job template for maintenance jobs at this site.
You can also enter a job prefix for the maintenance jobs; this prefix automatically displays in front of the
generated job numbers.
10. Click on the Advanced Material Management (AMM) tab.
You use these settings to indicate how the site interacts with the Material Request Queue and other AMM
functionality.
11. Click on the Shipping/Receiving tab.
Through this functionality, you enter the various manifests this site uses for General, International, FedEx,
and UPS shipping. You also define how shipment Billing is handled by the current site.
12. When you finish modifying the site configuration parameters, click Save.

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Workshop - Company and Site Rights


After you create the company and site structure for your organization, you can then determine which users can
access specific companies and sites.
If you work in a multi-company environment, each user can access one or multiple companies. When users log
in, they can only access the companies and sites for which they have security rights. After you determine the
companies the user can access, you can then limit the sites within each company the user can open. When they
attempt to switch to a secured company or site, an information message displays explaining they cannot access
this node.
You assign companies and sites to user accounts through User Account Security Maintenance.

Assign Company/Site Rights


Through this workshop, you will assign additional companies and sites to the XXX_User account (where XXX are
your initials).
1. Navigate to User Account Security Maintenance.
Menu Path: System Setup > Security Maintenance > User Account Security Maintenance
Important This program is not available in the Epicor Web Access.

2. In the User ID field, enter XXX_User (where XXX are your initials).
3. Navigate to the Company > Detail sheet.
4. From the tree view, select the EPIC06 company.
5. Notice your new site displays in the Available Sites list. Highlight the XXX Site (where XXX are your initials)
and click the Right Arrow button.
6. You need add a company to this user account. Click the Down Arrow next to the New button; select New
Company.
7. Now click the Company drop-down list and select the Epicor Financial Co.
8. If the user will use the Manufacturing Execution System (MES), select the appropriate Employee for this
user at this company; select David L. Brown.
This employee record will be used for MES transactions entered by the current user.
Tip You create the employee records that appear on this drop-down list in Shop Employee
Maintenance.
Menu Path: Production Management > Job Management > Setup > Employee

9. Optionally, select a Work Station for this user account. Workstations, or packing stations, establish the
scale and manifest interface for shipping and receiving at this company. If the user is involved with shipping
and receiving, select the work station for the user. Select the Shipping Station option.

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Note You create the workstation records that appear on this drop-down list in Workstation
Maintenance.
Menu Path: Material Management > Shipping / Receiving > Setup > Workstation

10. If this user can update time and/or expense records for employees in this company, select the Can Update
Time for All Employees and/or Can Update Expenses for All Employees check boxes. For this workshop,
do not select either check box.
11. Now determine the sites this user can access. The Available Sites list displays the current sites in the selected
company. Highlight Main from the list and click the Right Arrow button.
12. Click Save.

Assign External Companies


If your organization has the Multi-Site license, you can also give the current user access to external companies.
1. Navigate to the Company > External Company > Detail sheet.
2. Click the Down Arrow next to the New button; select New External Company.
The External Company field activates.
3. Click the External Company... button to find and select the external company you wish to link to the user
account.
Tip You create external company records within External Company Maintenance.
Menu Path: System Setup > External System Integration > External Company Configuration
Important This program is not available in the Epicor Web Access.

4. Click Save.
5. Close User Account Security Maintenance.

Test User Account


Now test this account to verify the companies and sites you selected display.
1. Return to the Home screen and click the Settings button.
2. Click the Change User... option.
The Log in window displays.
3. Log in with the XXX_User account (where XXX are your initials).
Notice you can now access the companies, sites, and external companies you defined on the account. When you
click on a company or site you cannot access, an error message displays.

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Automatic Data Processing


You can generate data when you need it so the refreshed data is available for use through processes, reports,
and entry programs. By setting up the automatic data processing features, you can automatically generate data
through a regular schedule you define.
You do this by first creating the schedules you need in System Agent Maintenance. You can create interval
(hours/minutes/seconds), daily, weekly, or monthly schedules. These schedules are then available on drop-down
lists throughout the application. Users assign specific reports, processes, and executive queries as tasks to each
schedule. When a schedule activates, the selected tasks run, refreshing data they contain and generating the
results for display in reports/dashboards or use in other programs.
To further control how the data is automatically processed, organize the tasks to run in a specific sequence
through process sets. This feature is important when one process needs to calculate data required during the
next process. For example, to generate schedules for display on the scheduling boards, you need to first run the
Calculate Global Scheduling Order process and then the Global Scheduling process. To accomplish this, you first
create a Scheduling process set. You add the Calculate Global Scheduling Order and Global Scheduling processes
to this process set and indicate you want the Calculate Global Scheduling Order process to run first. You then
assign the process set to an automatic schedule.
You can check on the status of automatic processing by launching the System Monitor. This management tool
displays the scheduled tasks, active tasks currently running, and the tasks that recently completed processing.
You can also review the reports that were recently generated.
The next section takes you through creating schedules and process sets. It also explains how to assign programs
to schedules and process sets, and then how to manage automatic processes through the System Monitor.

System Agents
Use System Agent Maintenance to modify the system agent, define schedules that occur during specific
intervals, and create rules to divide processing between different application servers. A powerful tool, use System
Agent Maintenance to streamline the flow of data throughout your company.
When you first install the Epicor ERP application or update your existing application, the system agent is
automatically created. You use the Detail sheet to modify how the system agent interacts with the application
server. You can have only one system agent, so you cannot delete it. However if the system agent is accidentally
deleted by an external method, you can create a new agent using System Agent Maintenance.
You will primarily use System Agent Maintenance to define schedules users select on reports, processes, and
executive queries. Each schedule is set up to activate at regular, specific intervals - seconds, minutes, days, weeks,
and months. When the system clock activates a schedule, all the tasks assigned to this schedule run. Depending
on the task, this could cause a specific report to generate and print, a business activity query to export, a global
alert to be sent, and so on.
What Can Be Automated
Many reports and process programs throughout the application have a Schedule list. If a program has this list,
you can automate it through the system agent.
All schedules you create through System Agent Maintenance appear on this Schedule list. To automate the
program, first select the Recurring check box. This activates the Schedule list. When you select a schedule other
than Now, this program is added to the selected schedule's tasks. When the system agent launches the selected
schedule, this program runs automatically.

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You can automate these types of programs:


Processes - These application programs can become tasks, like the Mobile Connect Server Process, the
Business Activity Query Export Process, Process MRP Process, and so on. For a complete list of the
processes you can automate, review the System Agent Processes Working With topic in the application
help.
Reports - Most reports have a Schedule list. Your users can select a schedule for various reports. This report
default is linked to each user record, so your users can automate the specific reports they need. When the
report is linked to a schedule, it then generates and prints through the system agent. For more information
on reports, review the Report Defaults topic.
Executive Queries - You use executive queries to create a cube of data gathered for display on an executive
dashboard. You define the cube of data you wish to collect within the Executive Query program; for more
information, review the Executive Query topics.
Task Agent Rules
You can also create task agent rules that distribute the processing load to different application servers. This
improves application performance by causing a resource heavy process, like MRP Processing, to run on an
application server that can better handle this load, and then creating an different task agent rule that moves a
group of financial reports that require less processing to a different application server. These tasks can now run
simultaneously, improving how quickly they generate data.
This performance tuning feature is beyond the scope of this course. However you can learn how to set up task
agent rules in the Performance Tuning Guide in the Distribute the Load section. This guide is located in the
System Management > Working With > node in the application help. The Performance Techniques course also
explores task agent rules along with other techniques you can use to improve application performance.

Workshop - Modify the System Agent


Do the following exercises to make changes to the company's system agent.

Modify a System Agent


When you first install the Epicor ERP application or update your existing application, a default system agent is
automatically created. Use the Detail sheet to indicate how each system agent interacts with the application
server.
This series of steps are intended as a tour. Because the system agent is already set up in the Education environment,
there is not much that can be modified in this exercise.
1. Return to the Home screen and click the Settings tile.
2. Click Change User... and login using the epicor/epicor account.
3. Return to the Home screen and click the Menu tile. Navigate to System Agent Maintenance.
Menu Path: System Setup > System Maintenance > System Agent
Important This program is not available in the Epicor Web Access.
When the program launches, the SystemTaskAgent automatically displays on the Detail sheet.
4. Optionally enter a different Description for the system agent.
5. By default the Auto Start check box is selected. This indicates the system agent is running. If you need to
turn off this system agent, clear this check box.

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6. Use the Processing Delay field to regulate how long the system agent waits before looking for new tasks.
Enter 30 (seconds) in this field.
If you have a fast server that can accommodate the network traffic, enter a lower number. A value of 10
indicates ten seconds must pass before the system agent looks for new tasks to run; a value of 60 indicates
a minute must pass before the next batch of tasks is processed.
7. The User Name and Password fields define the name and password of the user who logs onto the
application server (AppServer). Enter the user name and password combination in these fields; this account
is validated against the existing user accounts in the database. If the application cannot find a valid user
name/password combination, an error message displays.
Important This user account must also have permission to use the system agent. You set up this
permission within User Account Security Maintenance; find the user account you need, navigate
to the Options sheet, and select the Allow Session Impersonation check box.

8. You next define the various directories used with the application server connection. The Server File Directory
defines the root directory for files created by tasks run by the system agent. This directory should be a shared
location. Typically it is a local directory located on the same machine that runs the application server. For
example, C:\EpicorData10.
9. The Client File Directory is the name of the root directory for common client files such as configuration,
photos, and drawings. This should be a shared directory, normally on the same machine where the application
server is running. For example: \\Server\EpicorData10
10. The Client Program Directory defines the location of the server deployment directory. You must enter
this path using the UNC convention. Typically this value uses the \\Server\Epicor10\Server format.
11. The Status group box indicates the current state of the system agent and when it was started.
12. When you finish modifying the system agent details, click Save.

Create a Schedule
You can create as many schedules as you need. These schedules display as options on reports, processes, and
other tasks you can link to a recurring schedule.
1. Click the Down Arrow next to the New button; select New Schedule.
2. The Schedules > Detail sheet displays.
3. The Schedule Number defines each schedule as it is added to the system agent. This number is automatically
assigned.
4. Enter a Description for the schedule. For this workshop you need a schedule that runs once every Sunday,
so you enter Sunday Tasks in this field.
5. Click the Next Run drop-down list to define the first date during which this schedule should run. Select
today's date.
6. Select a Schedule Type. You can select Interval (hours/minutes/seconds), Daily, Weekly, or Monthly
schedule types. Select the Weekly type.
The Weekly sheet becomes active.
7. You want this schedule to run one time each week. Enter a "1" in the Recur every <value> week(s) field.

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8. From the On: drop-down list, select Sunday.


9. To activate the schedule, select the Enabled check box.
10. When you finish, click Save.
11. As tasks run using this schedule, you can review them within System Agent Maintenance. To do this, navigate
to the Schedules > Tasks > List sheet.
Tip You can also review them through the System Monitor; this program is explained later in this
course.

Your new schedule is available throughout the application. Users can select it on reports, processes, executive
queries, and process sets.

Workshop - Manage the System Agent


The following workshops illustrate how to use the system agent.

Select a Schedule
After you enter the schedules, you can set up programs to run using a specific schedule. These programs
automatically refresh and generate data when the schedule activates them.
During this workshop, you set up the Production Detail report to automatically generate its data through the
weekly Sunday schedule you previously created.
1. Navigate to the Production Detail report.
Menu Path: Production Management > Job Management > Reports > Production Detail
2. Select the Schedule during which you want this report to generate. Because you want this report to generate
on Sunday, select the Sunday Tasks schedule.
3. You now indicate you want this report to run each time the system agent launches the Sunday Task schedule.
To do this, select the Recurring check box.
4. Lastly indicate these selections are the default values you want for this report. From the Actions menu,
select Save Defaults.
Tip Additional options are available on this Actions menu. To restore the program to its original
parameters, select Get Defaults. To clear the current default parameters, select Remove Defaults.

5. Close the Production Detail Report window.


Now each time the system agent launches the Sunday Tasks schedule, the Production Detail report automatically
generates. This report would then be available for users when they arrive for at work on Monday. You can verify
this report has run by launching the System Monitor.

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View Task Parameters


When tasks are assigned to a schedule, you can review and change their parameters directly through System
Agent Maintenance.
1. Use the Tree View to expand a schedule with tasks assigned to it. In this example, you expand the Startup
schedule.
2. Now expand the Tasks node. Notice several processes are listed under this node.
3. From the Actions menu, select View Task Parameters.
4. The selected task (report, process) displays.
5. Define the parameters you want to use for this process.
6. When you finish, click the Submit button.

Process Sets
Use Process Set Maintenance to create process sets; these records group together related tasks you want to
run automatically.
You mainly use process sets when you have tasks that need to run through a specific sequence. Process sets can
contain an extensive number of tasks - like reports, processes, and executive queries. When the process set is
activated by the system agent, these tasks automatically run in the sequence you define.

Workshop - Manage Process Sets


The following workshops demonstrate how you create and use process sets.

Create a Process Set


You will create a process set that closes and completes jobs. It will then generate the Job Traveler.
1. Navigate to Process Set Maintenance.
Menu Path: System Management > Process Sets > Process Set Maintenance
Important This program is not available in the Epicor Web Access.

2. Click New on the Standard toolbar.


3. Enter the Process Set ID; this value is the identifier for this process set throughout the application. Enter
JobTasks.
4. Enter a Description for the process set. This value displays on drop-down menus; enter Job Tasks Process
Set.
5. If this process set is required for the application to run, select the System Process check box. Users cannot
modify or delete system process sets. For this workshop, do not select this check box.

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6. Optionally, select the Allow Simultaneous Processing of Tasks check box to cause the process set to
asynchronously run and complete tasks.
These tasks run at the same time, improving performance. Activating this option causes the application to
ignore the task sequence defined in the Process Set Tasks grid. For this workshop, do not select this check
box.
Tip If the tasks only generate a small amount of data and you have the system resources to handle
these tasks simultaneously, consider selecting this check box.

7. As tasks are added to this process set, they display within the Process Set Tasks grid. However no tasks
are currently added to this process set, so the grid is empty.
8. Click Save.
9. Close the program.
This process set is now available. Executive queries, processes, and reports can be added to this process set.

Add Tasks to a Process Set


For this example, you add the Job Traveler report, the Auto Job Closing Process, and the Auto Job Completion
Process to your new process set.
1. Navigate to the Job Traveler report.
Menu Path: Production Management > Job Management > Reports > Job Traveler
2. Click the Save Process Set button.
The Save to Process Set window displays.
3. Click the Process Set drop-down list and select the Job Tasks Process Set.
4. Click OK. The Job Traveler is added to this process set.
5. Close the Job Traveler.
6. Now launch the Auto Job Closing Process.
Menu Path: Production Management > Job Management > General Operations > Auto Job Closing Process
7. Repeat the previous steps. Click the Save Process Set button.
8. Select the Job Tasks Process Set and click OK.
9. Close the Auto Job Closing Process.
10. To add the last task, launch the Auto Job Completion Process.
Menu Path: Production Management > Job Management > General Operations > Auto Job Completion
Process
11. Repeat the previous steps. Click the Save Process Set button.
12. Select the Job Task Process Set and click OK.

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13. Now review the sequence this process set uses when it launches each task. Return to Process Set
Maintenance.
Menu Path: System Management > Process Sets > Process Set Maintenance
Important This program is not available in the Epicor Web Access.

14. Click the Process Set ID button to find and select the JobTasks process set.
15. The tasks you added to this process set display within the Process Set Tasks grid.
Notice each task is assigned a number. In this example, the Job Traveler is run first, the Auto Job Closing
Process is run second, and the Auto Job Completion Process is run third. When a schedule activates this
process set, the tasks launch in this order.
16. You want the Job Traveler to print after the close and complete processes. Highlight the Job Traveler and
click the Move Down button until the Job Traveler is below the Auto Job Completion Process.
17. Click Save.
When the process set activates, it now processes the tasks in this sequence:
1.

Auto Job Close Process

2.

Auto Job Completion Process

3.

Job Traveler

Schedule a Process Set


To cause the tasks assigned to this process set to activate, assign the process set to an automatic, recurring
schedule. When the recurring schedule activates, the tasks assigned to the process set run in the sequence you
defined.
1. You assign a schedule to a process set within the Schedule Process Set program.
Menu Path: System Management > Process Sets > Schedule Process Set
2. Click the Process Set drop-down list to select the process set you need. Select the JobTasks process set.
3. Click the Schedule drop-down list and select the Sunday Tasks schedule.
4. This activates the Recurring check box. Select this check box to indicate this process set launches each time
the selected schedule activates.
5. Enter a User Description that identifies the purpose for the process set. When you review tasks on the
System Monitor, this description displays. Enter Job Refresh for the Week.
6. Click the Submit button.
Now each time the system agent launches the Sunday Tasks schedule, this process set activates. The task runs
in the sequence you defined.

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System Monitor
Use the System Monitor to verify the processes, reports, and other scheduled tasks you have run.
This program interacts with the data by displaying items scheduled to run within your Epicor ERP application.
The sheets in the System Monitor display records that indicate a specific program such as a report, executive
query, or process (for example, Process MRP) is run. The status of the record determines the sheet where each
record displays. Use the System Monitor to do the following tasks:
Manage - Review the status of the item being run.
Preview - Click the Print Preview button to preview a report/form on your screen before it prints. This
functionality is only available on the Reports sheet.
Print - Click the Print button to print a generated report/form. You can also reprint reports/forms. Use this
function to reprint a report (for instance, the Stock Status Report) from a previous date. This functionality is
only available on the Reports sheet.

Workshop - Use the System Monitor


The System Monitor automatically runs when you first launch the application.
1. From the System Tray, double-click the System Monitor icon. You can also access this program from within
the Epicor ERP application.
Menu Path: System Setup > System Maintenance > System Monitor
Important This program is not available in the Epicor Web Access.
The System Monitor displays.
2. The Active Tasks sheet shows tasks currently in process. These include reports, processes, and executive
queries.
3. To end a task, highlight it and then click the Delete button.
4. Use the History Tasks sheet to review the reports, processes, and executive queries recently run on the
application server (AppServer).
5. Use the Scheduled Tasks sheet to review and work with tasks scheduled to run at a later time.
6. You can end a scheduled task by highlighting it and then clicking Delete.
The task is removed from the Scheduled Tasks grid.
7. You can verify that scheduled reports ran on the Reports sheet. If a report failed to generate, this situation
is indicated on this sheet as well.
Tip While the report programs run on the application server, they generate physical files. These files
are the data source the System Monitor (running on the client) uses to perform the actual printing.
The task agent works through the tasks assigned to the application server, and by default this program
runs a purge of the reports approximately every 15 minutes. To keep a specific report file available
for a longer length of time, use the Archive Period field on the report/form program. When you
enter a value in this field, the task agent does not purge it until the system clock passes this defined
Archive Period.

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The System Monitor is an important tool that helps you manage tasks sent to the server - both manual and
automatic tasks. Use this program to verify data processing generates as expected.

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Security
You use the security tools to control user access to the Epicor ERP application.
Through the security feature set, you can:
Protect sensitive data.
Guard against users accidentally making harmful changes.
Grant users access to the programs, reports, and processes they need to perform their specific tasks, streamlining
their use of the Epicor ERP application.
Prevent users from accessing areas of the Epicor ERP application that fall outside of their work functions.
You leverage both Security Group Maintenance and User Account Maintenance to set up security levels. You
can then grant users, or groups of users, security privileges for specific areas in the application. Security privileges
can be set at the menu, field, business object, and method levels.
To manage security, you can run the Menu Security report and the System Activity Log to review the security
settings within the current company. You can then make adjustments to the security settings you need.

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Security Privileges
This section of the course describes how you establish security privileges for users within your current company.

Company Security
If your organization has multiple companies, you will need to set up security separately within each company.
The users within each company will then access the Epicor ERP application using the security plan you have
defined.
Note each database will have at least one company in it. During installation, the Epicor ERP application automatically
creates a blank company (TEST) and a single user (EPICOR) with Security Manager privileges in every database.
You can then successfully log into the Epicor ERP application for the first time.

Security Group Maintenance


Use Security Group Maintenance to establish security groups that define various functions either throughout
your organization or for a specific company. You then use these security groups to assign or limit access to various
areas within the Epicor ERP application.
You can assign a user to a security group in User Account Maintenance, and then you can select security groups
on various security sheets in other programs. While optional, security groups are useful because they can categorize
employees by role or department.
Epicor recommends you create security groups and assign all users to specific groups. You then simplify your
security setup, as you do not need to assign security to individual users. This approach also ensures you implement
security through an organized and clearly defined method.
Before you begin assigning security, consider the various areas of security your company needs. You should then
design a security plan and enter security groups that reflect this plan. While you set up this plan, consider that
roles tend to be more generic, while job titles tend to be more specific. Several job titles can fulfill the responsibilities
of a single role.

Workshop - Create a Security Group


During this workshop, you will create a new security group.
1. Navigate to Security Group Maintenance.
Menu Path: System Setup > Security Maintenance > Security Group Maintenance
Important This program is not available in the Epicor Web Access.

2. Click New.
3. In the Group Code field, enter XXX_PROD (where XXX are your initials).
This defines the identifier used for the security group.
4. In the Description field, enter _Production Staff.
This text displays within the security programs, so enter a brief, concise explanation for the group in this
field.

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Tip If you place an underscore (_) or a period (.) in front of the Description, the security group sorts
to the top of the list in the security programs. This makes the new security group much easier to find.

5. Click Save.
6. Exit Security Group Maintenance.
You have now created the Production Staff security group. You will select this group in various programs during
the next workshops.

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User Security
Launch User Account Security Maintenance to assign users to both security privileges and security groups.
The security privileges give a specific user access to various Epicor ERP application features. For example, you can
give a user access to the customization tools, but not allow this user to make language string changes. You can
also give a user Security Manager rights; this user can then modify security settings for other users.
Through the security group functionality, you can assign a single user to multiple security groups. When you
allow or disallow a security group on security sheets in other programs, the users assigned to this security group
will either have access or have no access to functionality assigned to the security group.

Security Manager
The Security Manager status is a special permission granted to certain users. If your user account has these rights,
you can modify menu and process security options to restrict a module, program, or process to specific users.
The Epicor ERP application restricts access to the System Management module; the programs used to create a
security strategy are available within this module. Epicor creates a single user (manager) with security manager
privileges in every database. This default record is created during installation, and you use this account to create
user account records - including other accounts that have the Security Manager status.
As a good business practice, you should not give yourself Security Manager access on your normal user account.
This ensures the menu choices you make on your normal login are appropriate for your typical daily routine. It
also ensures that other employees do not grant security access to themselves when you are away from your
computer. Instead, create a separate Security Manager account that you only use for security tasks.

Workshop - Manage User Security


The next workshops illustrate how you assign security permissions to user accounts.

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Assign Security Privileges


You assign security privileges to a user on the group sheet.
Navigate to User Account Security Maintenance.
Menu Path: System Setup > Security Maintenance > User Account Security Maintenance
Important This program is not available in the Epicor Web Access.

1. In the User ID field, enter XXX_User (where XXX are your initials).
2. You can limit what this user sees on the Main Menu by entering a value in the Client Side Menu ID field.
Enter a menu identifier for either a sub-menu or a program. Enter XAMN2000 in this field.
When this user launches the Epicor ERP application, only the contents under the specific sub-menu identifier
or the specific program appear on the Main Menu.
Tip You can find the specific menu identifier you need within Menu Maintenance. This program is
described later within this course.

3. Exit User Account Security Maintenance. Click Save and Close.


4. Return to the Home screen and click the Settings tile.
5. Select General Options.
6. Click the Change User... option.
The Log in window displays.
7. For the User name, enter XXX_User (where XXX are your initials) and a Password.
Navigate to the Menu screen. Notice you only have access to the programs under the Production
Management node.
8. Return to the Home screen and click the Settings tile.
9. Click Change User... and log in using epicor/epicor.
10. Navigate to User Account Security Maintenance again and display the XXX_User account (where XXX are
your initials).
11. Clear the value in the Client Start Menu ID field.
12. Click on the Options sheet.
13. Notice the Security Manager check box.
Users with this security access can define and change the profiles of themselves and other users. They can
also access all security programs; only select this option for user accounts that will handle security tasks. For
this workshop, do not select this option.
14. In the Tools Options group box, select the Allow Personalization check box.
Use the check boxes in the Tools Options group box to assign or prevent this user from accessing various
tools and functions. By selecting this option, the XXX_User (where XXX are your initials) account will be able
to personalize programs.

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15. In the Access Options group box, verify the Allow Password Change check box is selected.
Use the check boxes in the Access Options group box to allow or prevent this user from updating the login
password. You can also allow this user to view information within a web browser, mobile device, and
enterprise-wide searches.
16. In the System Options group box, verify the Can Maintain Favorites Programs and Can Change Save
Settings On Exit check boxes are selected.
With these permissions selected, users can add program tiles to the Favorites box and define default options
like automatic data processing on reports, processes, and executive queries.
17. After you finish defining the options, click Save.
Tip To learn more about each security privilege available on this sheet, review the User Account Maintenance
> Options topic in the application help.

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Assign Security Groups


You add user accounts to security groups on the Group sheet.
1. Navigate to the Group sheet.
The Available list displays the security groups available in the application.
2. Highlight the _Production Staff group from the list.
3. Click the Right Arrow button.
4. The _Production Staff security group now moves to the Authorized list.
5. Click Save.
6. Close User Account Security Maintenance.
The XXX_User (where XXX are your initials) is now an official member of the Production Staff security group.

Assign Security
You explore how to assign security to programs, processes, and fields during this section of the course.
You assign security through the following features:
Run Time Arguments - Limit access to a specific menu node on a client installation.
Menu Maintenance - Use security groups and user accounts to prevent or allow access to specific programs.
Process Security Maintenance - Use security groups and user accounts to prevent or allow access to specific
business objects (Iike customers, parts, sales orders, and so on) and/or methods within these business object
(like Get New, Update, Delete, and so on).
Field Security Maintenance - Use security groups and user accounts to prevent or allow access to specific
fields in programs.

Run Time Argument Menu Control


You can assign security on specific desktop icons by using run time arguments. Use this functionality to limit the
programs that display when users launch the Epicor ERP application.
This security functionality is an effective way to quickly set up a level of security on workstations. You do not
need to use security groups or user accounts with this functionality. Each workstation can have a number of
desktop icons available for launching the Epicor ERP application. Each desktop icon can in turn be set up to launch
the Epicor ERP application in a specific mode defined by a run time argument.
You can use the /MENUID run time argument to cause the Main Menu to only display a specific sub-menu or
program. The user who launches the Epicor ERP application through this icon is limited to the programs accessible
within either the menu or the specific program.
You can also use the /TE and /CRM run time arguments to set up unique concurrent user licenses. The /TE
argument limits the Main Menu to display only the Time and Expense functionality, while the /CRM argument
limits the Main Menu to display the Customer Relationship Management functionality. These unique licenses
consume a different concurrent user pool. Activate these licenses either when you want to limit a workstation

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to display only these specific functions or when you want to set up additional licenses separate from the general
user pool.

Workshop - Define Run Time Arguments


To leverage this feature, you display the Properties window for the Epicor icon and then modify the Target field
to include a menu ID.
During this workshop, you will limit a workstation to only display programs in the CRM module.
1. Exit the Epicor application.
2. On the desktop for the workstation, right-click on the application's icon; from the context menu, select
Properties.
The applications Properties window appears, displaying the Shortcut tab.
3. In the Target field, enter a [Space] after the -CONFIG run time argument you previously entered.
4. Add a dash ("-") and enter the identifier for the menu or program that you want to display. To restrict the
workstation to display only the CRM module, enter: -menuid=CRMN0000
5. Click Apply.
6. Click OK.
7. Launch the Epicor ERP application through this icon.
The Main Menu only displays the Job Management module node. Now this user can only see the programs
in the Job Management module on the Main Menu.
The -menuid method may not limit access to all the programs you intend. Several programs can still be launched
by right-clicking various fields. For example, users could still launch Part Maintenance the Part field's context
menu. If the modules that contain these programs are licensed in your Epicor ERP application, users will be able
to access them through context menus. You will need to use other security methods described later in this course
to restrict access to the programs available on context menus.

Security Group Conflicts


The application handles conflicts between security groups through an access hierarchy.

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1.

If a user is assigned to security group _Production Staff, which allows access to the Engineering Workbench,
and security group Purchasing, which does not, the user will still be able to launch the Engineering
Workbench. The security group with more access overrides the security group with less access.

2.

Likewise, if a user is assigned rights to a program, but is assigned to a security group which is not, the user
is still able to launch the program. User rights have precedence over group rights.

3.

The Allow Access mode also has precedence over the Disallow Access mode. You select these modes in
the Menu Maintenance, Process Security Maintenance, and Field Security Maintenance programs.

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Workshop - Menu Security


Use Menu Maintenance to define security options for users in the current company.
Menu security is the highest level where you can set security privileges. You can use the security in this management
program to hide a program or a folder on the Main Menu from security groups or specific users. Changes you
make in this program display on all the workstations that run the application.
Module groups and modules are organized by folders. Module function categories, such as Setup, General
Operations, and Reports, are also organized by folders. Most menu folders, except those in the System Management
module group, are initially available to all users, so you have a lot of flexibility determining which users have
access to different parts of the Menu.
Important You can only use this program if your user account has customization rights.

Create a Security Code


During this workshop, you will create a security code and indicate which users have access to this code.
1. Return to the Home screen and click the Settings button.
2. Click Change User... and login using the epicor/epicor account.
3. Click the Menu tile and navigate to Menu Maintenance.
Menu Path: System Setup > System Maintenance > Menu Maintenance
Important This program is not available in the Epicor Web Access.

4. Click the Down Arrow next to the New button and select New Security.
5. In the Security ID field, enter UD_XXX (where XXX are your initials).
6. In the Description field, enter Prevent Financial Access.
This value briefly describes the purpose of the new security code.
7. The Current Company Only check box to apply this security code against the Main Menu structure for
the current company. For this workshop, do not select this check box.
If this check box is selected, only users with access through this security code can display and launch the
programs within this company node, but this security code is not applied against other companies. If the
Current Company Only check box is not selected (check box is clear), this security code is applied against
all companies.
8. Notice the Security Manager Access Only option. Do not select this option for this workshop. However
this option is useful when you are first setting up security, as it blocks all access until you create a security
plan. As described previously in the course, you assign security rights to user accounts within User Account
Security Maintenance.
9. Select the Exclude Epicor Web Access check box. This prevents users assigned to this security code from
launching the Epicor ERP application through an internet browser.
10. Verify the Allow Access sheet is active.

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Important You can use either the Allow Access and Disallow sheets to assign security; remember
the Allow Access method overrides the Disallow Access method. If a user is assigned to both sheets,
the user has access to the programs assigned to this security code.

11. Clear the Allow Access to All Groups/Users check box.


12. Click Save.
The Groups/Users and Selected Groups/Users lists become active. However note that until you add users
and/or groups to the Selected Groups/Users list, nobody has access through this security level. Be sure you
are ready to assign security before you clear this check box.
13. Click the Double-Right Arrow button.
All the users and security groups display in the Selected Groups/Users list.
14. Highlight the _Production Staff security group.
15. Click the Left Arrow button.
The _Production Staff security group displays on the Selected Groups/Users list. this indicates the Production
Staff security group does not have access through this security code.
16. Click Save.
17. Remain in Menu Maintenance.
Now only users assigned to the _Production Staff security group do not have access to programs linked to this
security code. Any groups or users that remain in the Selected Groups/Users list do have access to the programs
assigned to this security level.

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Assign Menu Security


During this workshop, you will assign your new security code to AR Invoice Entry.
When you assign a security code to a selected program, only those users given access through this security code
can launch the program.
1. Navigate to the Detail sheet.
2. Now from the tree view, select the AR Invoice Entry.
Menu Path: Financial Management > Accounts Receivable > General Operations > Invoice Entry
Important Be aware when you change the security code for a standard menu item like the AR Invoice
Entry, this code reverts back to its original security code when you install the next service pack. You
should only use this functionality for custom programs or be prepared to reassign the menu security
codes after a service pack installation.

3. Click the Security ID button.


The Security Search window displays.
4. Search for and select the UD_XXX (where XXX are your initials) security code you created and click OK.
The Security ID field now displays the new security level you have selected.
5. Click Save.
This program is assigned to this security level.
6. Exit Menu Maintenance.
You can also review which programs are assigned to this security code. To do this, return to the Security sheet
and find/select your UD_XXX security code (where XXX are your initials). The Menu Options field displays the
programs that currently use this security code.

Test Menu Security


1. Return to the Home screen and click the Settings tile.
2. Select General Options.
3. Click the Change User... option.
The Log in window displays.
4. For the User name, enter XXX_User (where XXX are your initials) and a Password.
5. Navigate to AR Invoice Entry.
Menu Path: Financial Management > Accounts Receivable > General Operations > Invoice Entry
6. When you try to launch the program, you will receive an error message that states you cannot access the
menu item. Click OK.

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System Setup and Management Course

Workshop - Field Security


Use Field Security Maintenance to establish security privileges at the field level in specific database tables,
extended user defined tables, and fields throughout the application.
Field Security Maintenance contains functionality you leverage to define security privileges on fields for all users,
selected users, and groups. You use this program to first select a table and then allow, limit, or prevent access
to specific fields within the selected table. Each field can have a unique security level assigned to it; this level can
be globally defined for the whole organization, specifically defined for the current company, or specifically defined
for a selected user or group.
You can reset the security privileges for a selected field or the whole table to the default values initially granted
all users. You can also view the security privileges for the fields in the table for the selected user.
Be sure you set up user accounts and security groups before using this program.
Important Table and field security can only be applied to actual database tables and columns. Use
customization to secure temporary table information. You can also use Business Process Management
method directives to secure temporary tables. The application's Field Help displays several pieces of
information including the External check box. If the External check box is selected and no data displays for
the database field, this is a Calculated Column or belongs to a temp table.
You can use Extended Properties Maintenance to verify the table type. If the dataset table is temporary,
Temp Table displays in the Table Type field. Use the Fields > Detail sheet to determine if the field is External.
Typically, temp tables have a Like value that points to the actual table or column used to retrieve and store
the data.
Example The SrcGLTran table is a temp table and not an actual database table.

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Assign Global Field Security


You can assign security to a specific field that then applies to the entire organization or a specific company.
1. Navigate to Field Security Maintenance.
Menu Path: System Setup > Security Maintenance > Field Security Maintenance
Important This program is not available in the Epicor Web Access.

2. Click the Schema drop-down list and select the Erp schema option.
3. In the Table field, enter ShipVia and press <Tab>.
The Description field displays the purpose of the selected table.
4. In the tree view, select the Description field.
The Field Name displays the name of the selected field.
Tip If the Primary Key check box is selected, it indicates the current field is required by the database.
You cannot change the security option for a Primary Key field; usually these fields are for identifiers
like the customer ID, part ID, and so on. However the Description field is not a primary key, so for this
example, the check box is clear.

5. In the Default Access field, select Read.


This option assigns display-only (read-only) rights to the current field. Users can only view data within this
field; users cannot enter data within this field.
Other options:
Full - Users can both view and enter data within this field. This security option is the default.
None - This security option causes the field to be blank. No data displays in this field, and users cannot
enter data in it. Be aware that the None setting also causes the field's data to not be included when the
dataset is sent to and from its program. This can have unintended consequences for processes, like BPM
directives, which may require this data.
6. Select the Current Company Only check box.
You want this security level to only apply to the field within the current company. If you keep this check
box clear, the Read security level you defined for this field is used globally in all companies.
7. Click Save.
8. Remain in the Field Security Maintenance.
Now users can only review the text in the Description field. Note that after you finish this Security course, undo
this setting so that it does not cause issues for other courses that may use this company.

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Security Group Field Security


You can also assign security to a field that only applies to a specific user or security group.
1. Navigate to the Users/Groups sheet.
2. In the grid, select the _Production Staff security group.
3. In the Tree View, select the WebDesc field.
4. Click in the Access column to display the drop-down list and select the Full option.
Just like the previous workshop, you have the Full, Read, and None security options. You also have the
Default option; select this option when you want the user or security group to use the global security level
assigned for this field on the Detail sheet.
5. Select the Carrier field.
You want to give members of the _Production Staff security group read-only rights to this field.
6. Click in the Access column and select the Read security option.
These users can only view the value in the Carrier field; they cannot change it.
7. Select the IStatCode field.
8. Click in the Access column and select the None security option.
The users in this Production Staff group cannot see the value in the Intrastat Code field, nor can they edit
it.
9. Click Save.
10. Exit Field Security Maintenance.

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Test Field Security


Now that you have defined field security for the _Production Staff security group on the ShipVia table, you can
see the security options in action.
1. Return to the Main Menu, click the Settings tile and the Change User... option.
2. Log into the application using the XXX_User account (where XXX are your initials).
3. Click the Menu tile and navigate to Ship Via Maintenance.
Menu Path: Sales Management > Order Management > Setup > Ship Via
Tip The CRM menu path is: Customer Relationship Management > Order Management > Setup >
Ship Via

4. Click the Code... button and find/select all the ship via codes.
The ship via codes display in the tree view. You can now see each of the security settings you defined for
the _Production Staff security group.
5. The Description field displays a value, but you cannot change it.
6. You can enter a value in the Web Description field.
7. A Carrier option displays, but you cannot click on the drop-down list to change this option.
8. The Intrastat Code does not display a value and you cannot enter text in this field.

Security Management
You can use the Menu Security report to review the security settings defined for your organization and the System
Activity Log to monitor user database activity.

Menu Security Report


Use the Menu Security report to review the current access users and security groups have on the Main Menu.
Generate this report to evaluate the security currently defined for your programs. You can review the security
for users, security groups, or both. You can also filter this report to only display access for a specific program,
user, or security group. This key report can give you a complete overview of the security plan currently in place.
Available controls:
Use this Selection sheet to choose the parameters for the report.
Use the Filter sheet(s) to select the User and Security Group to include on the report.
Important For more information on how to review the status of the reports/forms you print, preview, or
generate, review the System Monitor topic in the Interface Navigation section of online help.

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System Activity Log


Use the System Activity Log dashboard to review all database modifications that occurred within the application.
This valuable tool can help you determine where and when specific database changes were carried out and who
initiated these changes. You can quickly locate the database activity you wish to review by filtering the data
activity that displays through several advanced search parameters.
Menu Path: System Setup > Security Maintenance > System Activity Log

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Customization Management

Customization Management
The Epicor ERP application contains a diverse suite of customization tools. Through these tools, users can modify
the application to better reflect the needs of your organization and industry.
Customization refers to a series of related tools embedded in the Epicor ERP application. The customization tools:
Personalization - Each user has limited access to personalize the look of programs and grid layouts. Certain
users can also have additional personalization rights to modify how fields are placed on the interface. These
changes are linked to a specific user account, so other users cannot access these personalized programs.
Customization - Users can also create customization layers of programs which are available to the entire
company. Besides manipulating program interfaces, users can also add new fields and entire sheets to programs.
They can also enter custom code that runs unique processes.
Styling - Users can modify the look and feel of the application through the styling tools. Users with styling
rights can create new themes that change the color, font, and other characteristics of the interface. This
functionality is typically used to differentiate between companies and sites available in the Epicor ERP application.
Dashboards - Through the dashboard functionality, users with dashboard developer rights can create custom
views of data. They can first create a custom business activity query (BAQ) that pulls in data from one or
multiple tables. These BAQs can be read only views or updatable BAQs through which users can enter company
specific data. These users then define what columns display from each BAQ and they can also create calculated
fields to further customize the data results. These BAQs can then be placed on custom dashboards where the
data is further organized through grids and charts. If the BAQ is updatable, these dashboards can be custom
entry programs.
Localization - The localization tools display the interface using different language and culture options. These
users can change the base strings to the selected language, and then update specific strings to reflect usage
specific to a region or culture.
Business Process Management (BPM) - By creating method, data, and updatable BAQ directives, users can
better manage data transactions. Users can intercept data before it's recorded to a database, send alert
messages to selected users, and other automatic data monitoring tasks.
Help Annotations - The application help system can be customized to document processes and procedures
specific to your company or area within your company. Each topic in the application help can contain two
annotations, a User annotation and a Company annotation. User annotations are personalized help notes
linked to a user account; only the specific user can display these annotations. Company annotations are
custom help notes available for all users in a specific company.
Solution Management - When users finish customizing the application, they need a way to distribute their
new items custom programs, business objects, new dashboards, Business Process Management directive
groups, user-defined codes, extended properties, and so on at the same time. Users can bundle these items
together using the Solution Workbench. This program can track current user's activity, for example, new
dashboards, and then automatically add these items into the solution. Another way of adding objects is to
select existing database items, such as previously created customizations, menu items, and so on. Users then
bundle these items together by creating a .cab file. This single file can be distributed and imported into another
Epicor ERP application environment.
You grant users different levels of customization rights through User Security Maintenance. By controlling who
can modify the Epicor ERP application, you reduce the chance an issue occurs from a poorly created customization,
personalization, and dashboard. You also have a better idea of what customization layers are added to the system,
so you can prepare these custom programs for a smooth transition when you upgrade the system.
This section of the course explores how you manage customization rights. It also shows you the management
programs available for monitoring the personalizations, customizations, dashboards, and help annotations. The
section concludes with Solution Management overview - through this section you will learn how to use solution
types, get to know predefined solution elements, and add custom items into the solution.

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Workshop - Customization Rights


You assign user access to the customization tools through User Account Security Maintenance. To do this, you
select a user account and then identify the customization tools this account can access.

Assign Customization Rights


1. Navigate to User Security Maintenance.
Menu Path: System Setup > Security Maintenance > User Account Security Maintenance
Important This program is not available in the Epicor Web Access.

2. Click the User ID... button to find and select the XXX_User account (where XXX are your initials).
3. Click the Options sheet.
This sheet displays the privileges available for each user account.
4. To grant access to the customization tools, select the Customize Privileges check box.
This user can then switch the Epicor ERP application to Developer Mode and create customization layers
for most programs.
5. Select the Allow Personalization check box to give this user access to Personalization mode.
This user can then change fonts, font sizes, colors, and tab stops on program interfaces; these changes only
appear when the user logs in with this account.
6. To grant localization privileges, select the Allow Translation check box.
This user can then select different language sets for the text strings displayed throughout the application.
This user can also run the Translation Utility to modify the default language strings to reflect regional
spellings and phrases.
Important Selecting this check box slows down performance. This option causes the translation
functionality to load with each form. As a best practice, create a separate account for this user that
has translation privileges. When the user needs access to Language Maintenance and the other
translation tools, the user logs in with this specific translation account.

7. Select the Dashboard Developer check box to give the current user right to switch the dashboard program
into Designer Mode.
This user can then modify existing dashboards or create new ones.
8. To give this user access to the entire business process management (BPM) feature set, select the BPM
Advanced User check box.
This user can then work with the source code that runs each method directive.
9. Select the BAQ Advanced User check box to indicate the current user can create updatable business activity
queries (BAQs).
This user can then create BAQs that allow data entry; these BAQs can then be placed on dashboards to
create custom entry programs.
Important To create updatable BAQs, the current user must also have BPM Advanced User rights.
Because updatable BAQs run through business process management (BPM) methods, the current user

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requires permission for both advanced BPM and advanced BAQ to create and modify updatable BAQs.
This user can also create BPM methods that activate when users enter or modify data through an
updatable BAQ.

10. Select the Allow Creation of Cross Company BAQ check box to give this user the ability to build BAQs
that can store data from multiple companies.
11. Select the Can Build Solutions check box to indicate a user can build a solution in the Solution Workbench
by exporting and packaging objects that are part of the solution into a .cab file.
12. To provide a user with the ability to install solutions created in the Solution Workbench, select the Can
Install Solutions check box.
13. To provide a user with the ability to use the solution tracking feature, select the Can Track Solutions check
box. This user can then start tracking Epicor ERP application activity within the Solution Workbench and add
the tracked items into the solution.
14. To give this user access to the styling tools, select the Can Maintain Themes check box. This user can then
modify the look and feel of the application. This feature set is used when a user wants to create different
interface styles for different companies.
15. You define help annotation rights through two check boxes. To give this user permission to write and edit
user annotations, select the Can Edit User Annotations check box; these annotations only display for the
current user account. To give this user rights to create and edit company annotations, select the Can Edit
Company Annotations check box.
16. When you finish, click Save.
The next time this user logs into the Epicor ERP application, the tools you activated for the user account are
available.

Workshop - Personalization Purge


Use Personalization Purge to remove personalizations from the Epicor ERP application.
Through this program, you first locate the personalizations created by a specific user. You can then remove a
personalization this user no longer wants or remove all personalizations created by this specific user. For example,
you might use this program when an individual leaves your organization.
This program only removes personalizations. If you wish export and import a personalization, use
Customization/Personalization Maintenance. This program contains more functionality, as you can correct
issues with personalizations and export/import personalizations into a new company. The next Customization
Maintenance section describes how to use this program.

Use Personalization Purge


1. Navigate to Personalization Purge.
Menu Path: System Management > Purge/Cleanup Routines > Personalization Purge
Important This program is not available in the Epicor Web Access.

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2. Click the Search button to find and select the specific user's personalizations you wish to review; select the
personalizations linked to the Chris Fullerton user account.
The selected personalizations display in the Search Results grid.
3. Click the Select All button and the OK button.
4. Select one of the personalizations.
5. Review the following fields:
a. The Company field displays the name of the company record that contains the personalizations.
b. The Product ID field indicates the Epicor ERP application used to create the personalizations.
c. The User field displays the identifier for the user who created the personalizations.
d. The Type Code indicates what kind of personalization was made to the selected item.
e. The Last Updated By field indicates the user who most recently updated the personalization, and the
Last Updated field displays the date on which this personalization was most recently modified.
f. The Description field contains additional information about the personalization.
g. The Form Name field displays the application filename of the modified program.
6. You can also review this user's activity recorded in Epicor Social Enterprise (ESE). This may help you decide
whether you should remove the personalization. To do this, click Actions > Activity Stream.
7. Click on the Activity Stream tab.
This user's activity displays on this sheet.
8. Remove the selected personalization. click Actions > Purge Selected.
9. If you wanted to delete all the personalizations created by this user, click Actions > Purge All.
The selected personalizations are removed from the Epicor ERP application.

Workshop - Customization Maintenance


Use Customization/Personalization Maintenance to manage the customizations and personalizations that
exist within your Epicor ERP application. Its primary feature is the verification functionality which you use to detect
problems within customizations or personalizations.
This maintenance program also contains the tools you need to correct issues. Customization/Personalization
Maintenance is especially useful when you upgrade the application to a new version, as it can help you make
customized and personalized programs compatible with the current version.
Tip When users attempt to launch a customized or personalized program that is not compatible, an error
message displays which prevents the user from launching the program. Customization/Personalization
Maintenance can then be used to upgrade the program. However if the customized or personalized program
is compatible, no error message displays and the user can run the program.
This program has additional functionality for importing and exporting your customizations and personalizations.
Leverage these functions to make user modified programs available throughout your organization. You can also
use this maintenance tool to delete a customization or personalization. Run this feature when you want to either

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remove custom program stages you no longer need or remove personalizations made by employees who are no
longer with your company.
If you work in a multi-company environment, you can display and update customizations/personalizations in the
companies for which you have access. Any personalized and customized programs created in the companies
selected on your user account within User Account Security Maintenance display within this program. If you work
in an Epicor Express environment, you can display and update customizations/personalizations made within the
current company.
For System Administrators with Security Manager rights, this program can be used to modify fields and delete
customizations and personalizations. For System Administrators without Security Manager rights, this program
displays in a read-only format.

Review, Update, and Delete Customizations


1. Navigate to Customization/Personalization Maintenance.
Menu Path: System Management > Upgrade/Mass Regeneration > Customization Maintenance
Important This program is not available in the Epicor Web Access.

2. To display customizations and personalizations, click the Name button. The Customization/ Personalization
Search program displays.
3. Click Search.
The customizations and personalizations display in the Search Results grid.
4. Click Select All and then click OK.
The customizations and personalizations populate the tree view.
5. Highlight the first epicor option; this should be personalization created for AR Invoice Entry.
6. The Description field displays the brief explanation entered by the user when the
personalization/customization was created. If you need, you can update the description; enter XXX AR
Invoice Personalization (where XXX are your initials).
7. Review the following fields:
a. The Form Name field contains the .xml filename of the customized or personalized form.
b. The Parent Layer displays the code layer above this customization or personalization. This value is set
and managed by the application and displays for your information. For example, if a user personalized
a customization, the name of the customization displays in this field.
c. The Company field displays the name of the company using the customization/personalization.
d. The Product ID indicates the application that was used to create the customization/personalization
for this example EP (Epicor) displays.
e. The Last Updated By field displays the user who most recently worked on this customized or personalized
program.
8. Select the Work In Progress check box. This check box indicates the modification is not available yet in
Run Mode for users. You can then continue to develop the personalization or customization before releasing
it.

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9. Review the information in the rest of the fields on this sheet:


a. The Type Code field displays the type. The type can be a Personalization or a Customization.
b. The Valid For field indicates for which application version this customization/personalization runs. For
example: 3.0.1
c. The Last Updated field displays the date on which this customization or personalization was last modified.
10. The Status field indicates the current state of the selected customized or personalized program. Available
options:
Pass This customized or personalized program works with the current version. A program must have
the Pass status before users can launch the program in Run Mode. If it does not pass, an error message
displays and the user cannot launch the program.
Not Validated This customization/personalization has not yet been evaluated by the verification tool.
Warning Some issues with the elements (controls or properties) on the customized/personalized
program are occurring. You can view these issues on the Warning and Errors sheets; these sheets are
described later in the Verify Customizations workshop.
11. The Where Used grid displays all places that use this customized or personalized program within the
application.
12. Click the Restore button to revert the current customized or personalized program back to its previous
version. Use this button to undo the changes you made to upgrade the customization/personalization.
Tip The Restore button is only available if a backup version exists in the database. The application
automatically creates a backup version of a customization or personalization during an upgrade.
However, if the customized or personalized program has not been upgraded, this button is not
available.

13. To record changes to the current customized or personalized program, click Save.
14. If you want to remove the selected customization/personalization, click the Delete button. This customized
or personalized program is now completely removed from the application.

Export Customizations
You can use Customization/Personalization Maintenance to export a selected customized or personalized program
into a folder you select. You can also change the name of the exported file.
Typically you export a customization/personalization into a shared folder so other users can then import it into
their application using Customization/ Personalization Maintenance. Review the next workshop section to learn
how to import a customization or personalization.
Important The export file uses a special format that can only be imported within
Customization/Personalization Maintenance. You cannot use this format for importing within the
Customization Tools Dialog.
To export a customization:
1. Clear the Work In Progress check box you selected in the previous section.
2. Click Save.

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3. From the Actions menu, select Export Customization.


4. The Export Customization window displays.
5. The current customization displays within the Name and Description fields. Notice you can change the
Description. For this workshop, do not change this value.
6. For the New Name field enter XXX AR Invoice Personalization Export (where XXX are your initials). If you
leave this field blank, the exported file uses the Name value for its filename.
7. Click the Export Filename button to find and select the path and filename you want. By default this path
is: \\<Company Name\shared\export
8. Enter the File name you will use for this exported personalization. Enter XXXARInvoicePers in this field
(where XXX are your initials).
9. Click Save.
10. Now click the Export button.
The customization is now available within the selected destination folder. Other users can now import this
customization into their environments.

Import Customizations
You can use Customization/Personalization Maintenance to import a selected customization or personalization
into your application. You can also change the name of the imported file.
During this exercise, you will import the personalization you previously exported into a different company. You
can then use the customization/personalization as you need in this company. You can indicate it is a Work in
Process customization, modify the imported customization, correct issues, and so on.
To import a customization or personalization:
1. Return to the Menu screen.
2. Notice Epicor Education, Main displays as a link in the upper left corner. Click this link.
The Change Current Company and/or Site window displays.
3. Select the Epicor Distribution, Main Site option.
4. Click the Refresh icon.
The Menu now displays the Epicor Distribution, Main Site location.
5. Navigate to Customization/Personalization Maintenance.
Menu Path: System Management > Upgrade/Mass Regeneration > Customization Maintenance
Important This program is not available in the Epicor Web Access.

6. From the Actions menu, select Import Customization.


7. The Import Customization window displays.
8. Click the Import Filename button to find and select the customization or personalization you want to
import.

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9. Navigate to the EPIC06 > Shared > Export folder. Select the XXXARInvoicePers.xml file you created in the
previous exercise (where XXX are your initials).
10. Click Open.
11. Optionally, enter a New Name for the customized or personalized program. This new name might help
you locate the program later within your application. In this field, enter XXX AR Invoice Entry Personalization
Import.
Tip If you leave this field blank, the imported file uses the name of the file that was exported. If the
Import Customization program finds a file with the same name, you are asked if you want to copy
over the existing file.

12. Do not select the All Companies check box.


When selected, this check box indicates this imported customization/personalization is available to all
companies within your application. If this check box is clear, the imported program is only available for use
within the current Epicor Distribution company.
13. Click OK.
A dialog box displays, indicating the personalization was successfully imported.
14. Click OK.
The customization/personalization is now added to the current company. It displays within
Customization/Personalization Maintenance.

Verify Customizations
Use Customization/Personalization Maintenance to verify the selected customization contains valid code and will
run correctly.
1. From the tree view, select the XXX AR Invoice Entry Personalization Import you just imported.
2. Now from the Actions menu, select Verify Customization.
The customization or personalization is run through the verification process. This process launches the
program in a hidden mode that simulates what happens when a user launches the program during Run
Mode.
Tip Notice you can also verify a group of customizations and personalizations. To do this, find and
select several customizations and personalizations. Then click Actions > Verify All.

3. Most likely the Status field (on the Detail sheet) displays Pass. However if this field displays an Error value,
you would next click the Compile/Script Errors tab.
4. The compile errors for this customization display on the Errors grid. You can sort the errors through the
columns on this grid. Review these fields:
a. The Level column indicates the severity of each error. If the Error value displays in this column, it indicates
these items must be fixed before the custom code can successfully compile.
b. The Error Code column displays the C# error code number.
c. The Line# column contains the specific line within the code which generated the compile error.
d. The Warning column displays the specific error that occurred.

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e. The Record Type column indicates the code type which caused the error.
5. You can click the Selected Issue Helper button to display the Customization Data window. Use this
window to correct specific problems with the customization.
6. Now click the Warnings sheet. This sheet displays elements within the customized or personalized program
that did not validate. These elements display within the Warnings grid.
a. The Control Name field defines the elements within the program that could not be verified.
b. The PropName and PropValue fields display the property name and value for the selected property.
c. The Warning field displays why the warning was generated.
d. The Record Type column indicates the code type which caused the error.
7. To remove a specific element from the program, click its Select check box. To remove multiple elements,
choose multiple Select check boxes.
8. To select all the elements that generated warnings, click the Select All button.
9. Now click the Remove Selected Items button. The elements that you selected are removed from the
Warnings grid.
You can now use the Run, Modify, and Show Custom Data features to help you identify these issues. This
functionality is described during the next exercise.

Run or Modify Customizations


To run or modify a selected customization or personalization in Run Mode:
1. Return to the Menu screen.
2. Notice Epicor Distribution, Main Site displays as a link in the upper left corner. Click this link.
The Change Current Company and/or Site window displays.
3. Select the Epicor Education, Main option.
4. Click the Refresh icon.
The Menu now displays the Epicor Education, Main location.
5. Navigate to Customization/Personalization Maintenance.
Menu Path: System Management > Upgrade/Mass Regeneration > Customization Maintenance
Important This program is not available in the Epicor Web Access.

6. Click the Name button. The Customization/ Personalization Search program displays.
7. Click Search.
The customizations and personalizations display in the Search Results grid.
8. Click Select All and then click OK.
The customizations and personalizations populate the tree view.

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9. Now click through the Manager personalizations and select the personalization for the
App.ObjectSecurityEntry.ObjectSecurityForm.
10. To activate the customization in Run Mode, click Actions > Run Customization.
Process Security Maintenance displays in Run Mode. You can now test the customization by entering
data, clicking buttons, and running other actions.
11. Close Process Security Maintenance.
12. You can review the customization or personalization activity recorded in Epicor Social Enterprise (ESE).
This may help you decide what actions you should take on the customization or personalization. To do this,
click Actions > Activity Stream.
13. Click on the Activity Stream tab.
This user's activity displays on this sheet.
14. You can also launch a customization or personalization in Developer Mode. Click Actions > Modify
Customization.
The Select Customization window displays.
15. Select one of the Manager personalizations and click OK.
The personalized program displays.
16. Developer Mode is active, so you can display the customization tools for this program. To do this, click
the Tools menu, select Customization.
The Customization Tools Dialog displays; you can now work on the customized or personalized program
as needed.
17. Close the Customization Tools Dialog and Process Security Maintenance.

Workshop - Dashboard Maintenance


Use Dashboard Maintenance to maintain current dashboards through a single management interface.
Dashboards are customized views of data created using the Dashboard application. Users select custom or existing
business activity queries (BAQs), and display the queried data through grids, charts, and gauges. This data can
be filtered through rules defined on the dataview, and row rules can also be defined that alert users when specific
data conditions are met. Users can also add links to web sites and reports that they then display through the
dashboard.
You administrate this customization toolset through Dashboard Maintenance. You can run, modify, deploy an
individual dashboard, or deploy all your dashboards in Dashboard Maintenance. You can also generate the web
form of these dashboards through this management program.

Review Dashboards
During the following, you will find and select the uTip dashboard and review its details. This custom dashboard
displays the tips available in the Epicor ERP application. Through this dashboard, users can update existing tips
and add their own tips.
1. Navigate to Dashboard Maintenance.
Menu Path: System Management > Upgrade/Mass Regeneration > Dashboard Maintenance

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Important This program is not available in the Epicor Web Access.

2. Click the Dashboard ID... button.


3. Clear the Deployed Dashboards check box.
4. Click Search.
The Search Results grid displays the dashboards you can review.
Tip If you wish, you can select all or a group of dashboards. You can then navigate through this
group of dashboards by selecting each one on the tree view.

5. Select the uTip dashboard and click OK.


You return to Dashboard Maintenance. The Detail sheet contains the primary information for the current
dashboard.
6. For the Description field, enter uTip XXX Reviewed (where XXX are your initials).
7. The fields on the left side display company information about the current dashboard:
a. The Company field indicates the company in which this dashboard is available. For example: EPIC06
b. The Version Number displays the ICE version number used when this dashboard was created. For
example: ICE 3.0.1
c. The Last Updated By and Last Deployed By fields display the user or users who most recently made
changes to this dashboard and then made this dashboard available to other users.
d. When the Delivered check box is selected, it indicates this dashboard is a system dashboard.
Tip If the current dashboard is a system dashboard, the changes you make to it are removed when
you update the Epicor ERP application to the next service pack. If you want to save changes to a
system dashboard, use the Dashboard program to create an alternate version that won't be copied
over during an upgrade.

8. The fields on the right side of the Detail sheet display additional information, including the global information
for the dashboard.
a. The Global Company identifier displays the company from which the current dashboard originated.
b. The DB Version Number displays the database version used when this dashboard was generated.
c. The Last Updated and Last Deployed fields display the dates on which this dashboard was most
recently changed and deployed to the Menu.
d. If the Global Dashboard check box is selected, it indicates this dashboard is used by multiple companies
in your Epicor ERP application.
9. The Where Used grid displays the locations where this dashboard is currently located on the Menu.
10. To save your updated Description with the dashboard, click Save.

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Manage and Generate Dashboards


During the follow exercise, you explore how to manage and deploy a dashboard.
1. To launch the current uTip dashboard in Run Mode, select Actions > Run Dashboard.
The selected dashboard displays. You can now see how the selected dashboard performs.
2. Click the Refresh button to populate the dashboard with data. You can also sort the dashboard by column,
as will as enter and update data.
You can now explore the functions available in this dashboard. You can sort the tips by column, edit tips,
and add new tips.
3. Close the uTip dashboard. When prompted, do not save your changes.
4. To launch the dashboard in developer mode, select Actions > Modify Dashboard.
The uTip dashboard displays again.
5. Click on Tools > Developer.
The uTip dashboard now displays in the dashboard program. You can then make changes to this dashboard;
you can add grids charts, change properties, add filters, and so on.
6. Close the UTip dashboard.
7. Select the Actions > Deploy UI Application option to deploy the current dashboard to the server.
This dashboard is connected to the database, and you can add it to the Menu. You use Menu Maintenance
to add this dashboard to the Menu; users can then access the dashboard (if you give them security rights
to it).
Tip If you are upgrading the Epicor ERP application, you must redeploy the dashboards you previously
deployed. When you search for dashboards, use the Deployed check box to determine which
dashboards were deployed and which were not used on the Menu. The Deployed check box displays
on the List sheet at the end of the grid.

8. If multiple dashboards display in the tree view, you can deploy them all at once by selecting the Actions >
Deploy All UI Applications option.
9. Select the Actions > Generate Web Form option.
This converts the current dashboard into a program you can display within an internet browser.
10. Select the Actions > Generate All Web Forms option to convert the dashboards currently displayed on
the tree view into web forms accessible from an internet browser.
11. You can also review this user's activity recorded in Epicor Social Enterprise (ESE). To do this, click Actions
> Activity Stream.
12. Click on the Activity Stream tab.
This user's activity displays on this sheet.
13. When you finish managing dashboards, click Save.

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Workshop - Help Annotations Maintenance


You use the Annotations feature in the application help to attach notes to individual help topics. This feature is
valuable for adding more information to a topic specific to the business processes of your organization or industry.
You can add two types of annotations. Company annotations are notes available to all users within the specific
company. User annotations are notes each user can link to a specific help topic; these annotations only display
when the specific user is logged into the Epicor ERP application.
To manage the annotations, use Help Annotations Maintenance. Through this tool, you can globally update
all annotations at the same time. This will make sure your help annotations contain current information.
Tip To learn how users create, edit, and delete annotations, review the Help System > Annotations topics
in the application help.

Update an Annotation
Do the following to manage your help annotations.
1. Navigate to Help Annotations Maintenance.
Menu Path: System Setup > System Maintenance > Help Annotations
2. Click the Search button on the Standard toolbar.
The Help Annotation Search window displays.
3. Click Search.
The current annotations display in the Search Results grid.
4. Click Select All and then click OK.
5. Select an annotation from either the tree view or the List sheet.
6. The Detail sheet displays the current information about the annotation.
a. The Help Page Reference field indicates which help topic is linked to the annotation.
b. The Language field indicates the language used when the annotation was created.
c. The Annotation Type defines whether the annotation is a Company or User annotation.
d. The Created By fields display who first entered the help or course annotation and the date on which it
was entered.
e. The Modified fields display the identifier for the user who last updated the annotation and the date on
which it was updated.
7. Now enter changes you need to make in the Annotation field. For this workshop, enter "Valid process for
Epicor 10."
8. Click Save.
The help annotation is updated with your change.
Continue to review and update other annotations as you need.

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Workshop - Solution Management


Use the Solution Management toolset to bundle custom software items together and distribute them from
one Epicor ERP application server to another server.
To define which items you want to track while building your solution, select an appropriate Solution Type. A
Solution Type is a collection Elements (items) you want to track with the type. The Epicor ERP application installs
with a series of delivered solution types, but you can also define your own custom types by using Solution Type
Maintenance. Likewise, the Epicor ERP application comes with a series of predefined elements, such as BAQs
or Dashboards, but you can define you own custom elements using Element Maintenance.
Tip A user creating an element type should understand the current Epicor database structure, business
objects, and application framework.
Once you define items you want in your solution, you launch Solution Workbench. Within this program, you
build a .cab file that contains the objects you want bundled together. This single file contains files and data for
the solution. You can then distribute this .cab file and then import it into another Epicor ERP application
environment.
You add items to a solution through two methods:
Tracking your current activity within the Epicor environment.
Adding existing items to a solution.

Review Solution Elements


Solution elements are application items you can track in your solution. Through Element Maintenance, you can
review delivered elements, create custom elements and duplicate existing ones which you may use as a basis for
custom ones.
1. Navigate to Element Maintenance.
Menu Path: System Management > Solution Management > Solution Element Entry
2. Click Element....
The Search window displays.
3. Now click the Search button.
All the current elements display in the Search Results grid.
4. To highlight all the records, click Select All and click OK.
5. Review the list of all default solution elements delivered by Epicor:

68

Element

Description

Parent
BusinessObject
Table Name

BAQ

Tracks Busines Activity Queries (BAQs)


created or modified through the BAQ
Designer.

QueryHdr

BAQReport

Tracks dynamic reports created or modified BAQReport


through the BAQ Report Designer.

Ice.Contracts.BO.DynamicReport

BpDirective

Tracks BPM Method Directives created or


modified through Method Directives

Ice.Contracts.BO.BpMethod

BpDirective

Ice.Contracts.BO.BAQDesigner

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Element

Description

Customization Management

Parent
BusinessObject
Table Name

Maintenance, Data Directives


Maintenance and Updatable BAQ
Method Directives.
Dashboard

Tracks Dashboards created or modified


through the Dashboard program.

DashBdDef

Ice.Contracts.BO.DashBoard

IPForm

Tracks forms invoked by BPM method


IPForm Ice.Contracts.BO.InfoPromptForm
directives created in BPM Data Form
Designer.

IPForm

Ice.Contracts.BO.InfoPromptForm

Menu

Track Menu Items created or modified


through Menu Maintenance.

Menu

Ice.Contracts.BO.Menu

Report

Tracks Reports created or modified through Report


the Report Maintenance.

Ice.Contracts.BO.Report

ReportStyle

Tracks Report Style of the Report created


or modified through the Report
Maintenance.

Ice.Contracts.BO.Report

ReportStyle

RptDataDef Tracks report data definitions for custom RptDataDef


reports and duplicate system reports created
or modified using the Report Data
Maintenance.

Ice.Contracts.BO.RptDataDef

Security

Ice.Contracts.BO.Security

Tracks changes made to the Security


business object, through processes and
programs such as Menu Maintenance.

Security

UDCodeType Tracks User-defined Code Types created or UDCodeType Ice.Contracts.BO.UserCodes


modified through User Defined Codes
Maintenance.
XXXDef

Tracks changes made to the XXXDef table. XXXDef


This table holds changes to metadata by the
client, which includes BaseExtension,
Productization, Verticalization,
Localization, Customization and
Personalization.

Ice.Contracts.BO.GenXData

ZBODef

Tracks changes made to the zBODef table. ZBODef

Ice.Contracts.BO.ZBODef

ZDataSet

Tracks changes made to the zDataSet table. ZDataSet

Ice.Contracts.BO.ZDataSet

ZDataTable

Tracks changes made to the zDataTable


table.

Ice.Contracts.BO.ZDataTable

ZDataTable

Add a Solution Element


During this exercise, you will create a new solution element. You wish to track the help annotations entered by
users in one company, as the majority of them will apply to other companies within your organization.
Important When creating custom elements, you should have knowledge of relational database concepts,
such as table relationships, records, and field types. You should also understand the functionality included
with the current release of the application.

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1. Within Element Maintenance, click the New button.


The fields on the Element sheet activate for data entry.
2. In the Element field, enter Annotations.
3. Now for the Description, enter Help Annotations.
You first need to find the parent table in the database that contains the help annotations.
4. Click the Parent Table Name... button.
The Table Search window displays.
5. In the Starting A t field, enter "an" and click Search.
The tables display in the Search Results grid.
6. Select the Annotation table and click OK.
You next must select the business object that adds and updates data to the Annotation table.
7. Click the Business Object... button.
The Business Object Search window displays.
8. Find and select the Ice.Contracts.BO.Annotation business object and click OK.
You now add some display columns that show users the information you are including in the solution.
9. Click the Down Arrow next to the New button; select NewElementDisplayColumn.
The Display Columns fields activate.
10. Click the Column Name drop-down list and select HelpPageRef.
11. Click Save.
12. Repeat steps 9 -11 to add these displays columns:
AnnotationType
AnnotationText
To complete the custom element, you need to include the list child table that shares the Foreign Key view
with the Parent Table.
13. Click the Down Arrow next to the New button; select NewElementDetail.
The Child Element sheet displays.
14. Click the Child Table Name... button.
The Table Search window displays.
15. In the Starting A t field, enter "an" and click Search.
The tables display in the Search Results grid.
16. Select the AnnotationList table and click OK.
The child table is added to the custom element. Now if a change is made to either a parent or child table,
the parent table is tracked in the Solution Workbench.
17. Click Save.
18. Exit Element Maintenance.

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Tip You can also replicate an existing element by using the Actions > Copy Delivered Element option.
Through this feature, you could make some modifications to the duplicated element. You can then track
something not specifically tracked by the default solution elements. For more information, review the
Element Maintenance topics within the application help.
If you use this example in your environment and you install help annotations that do not apply, you could launch
Help Annotation Maintenance to remove annotations you do not need.

Review Solution Types


Solution Types are containers of elements you want to track in your solution. Through the Solution Type
Maintenance, you can review delivered solution types and create custom ones.
Navigate to Solution Type Maintenance.
Menu Path: System Management > Solution Management > Solution Type Entry
1. Click the Solution Type... button and click Search.
The list of installed solution types display in the Search Results grid.
2. Click Select All and click OK.
3. The following table displays the installed solution types is the list of default solution types and how you can
use them.
Solution
Type

Description

ALL

Tracks all delivered solution elements defined in the database.


The following is the list of delivered elements:
BAQ
BAQReport
BPM Method directives
Dashboard
IPForm
Menu
Report
ReportStyle
RptDataDef
Security
UDCodeType
XXXDef
zBODef
zDataSet
zDataTable

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Solution
Type

Description

<blank>

This type does not filter activity by elements. Instead, it tracks an activity of a user in the
Epicor ICE environment, which includes performing insert, update and delete operations
against ICE tables.
Important When you select this type in the Solution Workbench, the Tracked
sheet displays elements based on the performed activity. You can use this information
to identify and create custom elements you would like to track in a solution later.
With this option selected, the Move Tracked To Solution and Add To Solution
options are disabled in the current solution. The information in the Solution
Workbench displays for your information only.

4. Your custom Annotations element is added to the ALL solution type. From the tree view, select the ALL
solution type.
5. Click on the Solution TypeDetail sheet.
Notice in the ElementID grid, the Annotations element displays in the top row of the grid. You automatically
added this element when you created the record in Solution Element Maintenance.

Add a Solution Type


You can also create custom solution types. During this exercise, you will create a solution type that only tracks
the help annotation changes.
1. Click the New button.
2. For the Solution Type, enter Annotations.
3. Now in the Description field, enter Help Annotations.
4. Click Save.
Next add elements to the custom solution type.
5. Click the Down Arrow next to the New button; select New Solution Type Detail.
6. Click the Element ID button.
The Search window displays.
7. In the Starting A t field, enter "an" and click Search.
The tables display in the Search Results grid.
8. Select the Annotations element and click OK.
The Annotations element displays in the grid.
9. Click Save.
10. Exit Solution Type Maintenance.

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Use Solution Workbench


Use the Solution Workbench to create a solution that contains objects you wish to bundle together.
Through this program, you generate a .cab file that contains the files and data for the solution. You then distribute
this file to other Epicor environments. The files you can add to a solution include code projects, configuration
documents, xml files, and so on. Certain files can be 'flagged' so that during installation the user is prompted
where those files should be placed on the destination server when the .cab file is installed.
Navigate to Solution Workbench.
Menu Path: System Management > Solution Management > Solution Workbench
1. To create a new solution, click New.
2. In the Solution field, enter XXXHelpBAQ (where XXX are you initials).
3. Now click Solution Type... button.
The Search window displays.
4. Click Search to search for and select a type you want to use.
5. The solution types display in the Search Results grid.
6. Select the Annotations solution type and click OK.
7. For the Description, enter Annotations and Orders BAQ.
This value displays during the installation process; it gives an overall explanation about what the solution
contains.
8. Use the Internal Notes field to enter additional information on the solution. Enter "This solution contains
the current help annotations and the revamped Booked Orders BAQ."
When you build the solution, this text is automatically converted into a readme.txt file which is bundled
with the .cab file. It also displays within a field during the installation process.
9. Save the solution.
10. Close the Solution Workbench.

Track Your Activity


During these exercise, you will track the activity you want to include in the solution.
To track activity you want to add to a solution, you must log in with a user account that has Can Track Solution
privileges. You assign these privileges in User Account Security Maintenance.
1. You first select the solution record you want to track your activity. The process of selecting a solution varies
depending on which mode you use to run Epicor ERP:
When you run the application using the Classic Style, on the Main Menu, select Options > Solution
Tracking.
When you run the application using the Modern Shell Style, on the Home Page, click the Settings
tile. From the General Settings group, select Solution Tracking.

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2. On the Change Current Tracked Solution window, select the XXXHelpBAQ (where XXX are your initials)
solution record and click OK.
While a solution is actively being tracked it is monitoring the Update, Insert and Delete events the user is
doing within the application or Service Designer. To discontinue tracking for this user, clear the value in the
Solution field.
Tip You can control the solution tracking directly from the status bar. When running the application
using the Classic Style, navigate to Options > Preferences window and select the Solution check
box on. Click OK to activate this option.

3. Now create some help annotations. Navigate to Count Cycle Maintenance.


Menu Path: Material Management > Inventory Management > General Operations > Count Cycle
Maintenance
4. To launch the application help window, press <F1> on your keyboard.
The application help window displays.
5. Click on the Annotations tab and Pin it in place.
6. Click the Down Arrow next to the New button; select New Company Annotation.
The Company sheet activates.
7. Enter some text for the annotation and click Save.
8. Repeat steps 3-7 to create a user annotation for Count Tag Entry. Enter some sample text.
Menu Path: Material Management > Inventory Management > General Operations > Count Tag Entry
9. When finished, close Epicor Help, Count Cycle Maintenance and Count Tag Entry.
10. Return to the Solution Workbench.
Menu Path: System Management > Solution Management > Solution Workbench
11. Select the XXXHelpBAQ (where XXX are your initials) record.
12. Click on the Tracked sheet.
The help annotations you created display.
Tip Using the Tracked list, you can do the following:
Verify the Selected check box is selected for each item you want to include in the solution.
To exclude an item, clear the Selected check box.
To remove an item from the list, select the item and click Delete.

13. Click Move Tracked to Solution.


This will move the selected items you tracked into the solution.
14. To the warning message, click OK.
15. To record your changes to the solution, click Save.

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Add Items to Solution


You can also manually add element to a solution. During this exercise, you will add an existing BAQ record to
the solution.
1. Click the Add To Solution button.
The Solution Element Search window displays.
2. From the Available Elements list, select BAQ and click Search.
The Solution Element Search window displays.
3. Click Search again.
The available BAQs display in the Search Results grid.
4. Sort the results by the QueryID column. Find and select the EPIC06-BookedOrders query and click OK.
The Selected Solution Items grid now displays the annotations and the selected query.
5. Click the Add To Solution button.
The Solution Element Search window closes.
6. Click on the Detail > Solution tab.
The selected annotations and BAQ display on the grid.
7. Click Save.

Build a Solution
You are now ready to build your solution.
Before you run this command, finish adding the items and files you want included within your solution.
Your user account must have the Can Build Solution privileges enabled in User Account Security
Maintenance.
To build a solution:
1. Click on the Actions menu and select Build Solution.
The Build Solution window displays.
2. Notice you can define some Settings for the new .cab file:
Encrypt Source Code - Select this check box to create a secure .cab file. The compiled .cab file solution
then contains encrypted project files, preventing materials and property from being viewable during the
distribution process. Even if the project does not build correctly, the files are encrypted and a user cannot
see the files as unencrypted.
Create Code Documentation - Select this check box to automatically generate .xml documentation
for the generated assemblies on custom project items.
Prompt for CAB File Name and Location - Select this check box to display a directory path window.
User this window to define the path where you want to place the .cable file sand enter the filename to
use for the solution. by default the .cab file is created in the application client directory.
3. For this workshop, select the Prompt for CAB File Name and Location checkbox.
4. Click the Build button.

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The generation process displays within the Build Output field.


5. Because you prompted for the file location, the Save CAB File window displays. Notice the file is saved in
the //Epicor/ERP10/ERP10.0.XXX/Client directory (where XXX is the current service pack for the Epicor ERP
application).
6. Click Save.
7. When the build is complete, click the Close button.
8. Exit the Solution Workbench.
The .cab file is created and ready to import. This cab file now contains the code, file, and data definitions you
supplied in the definition of the solution. Notice the .cab file name is assembled by placing the filename, type
value, and version number together.

Install a Solution
You are now ready to install the annotations .cab file in a different company.
The solution you wish to import (.cab file) has been created.
Your user account must have the Can Install Solutions privilege enabled in User Account Security
Maintenance.
To import a solution:
1. Return to the Menu screen.
Now you have to switch the company.
2. Navigate to the Epicor Distribution, Main Site option.
3. Verify the help annotations do not display in this company. Navigate to Count Cycle Maintenance.
Menu Path: Material Management > Inventory Management > General Operations > Count Cycle
Maintenance
4. Press <F1> on your keyboard.
The application help window displays.
5. Click on the Annotations tab.
Notice this topic does not have any help annotations.
6. Close the application help window and Count Cycle Maintenance.
7. Navigate to the Solution Workbench in this company.
Menu Path: System Management > Solution Management > Solution Workbench
8. Click on the Actions menu and select Install Solution.
The Install Solution window displays.
9. Click on the Solution File button to navigate to the folder that contains the generated .cab file. For this
example, navigate to the \\Epicor\ERP10\ERP10.0.100\Client folder.
10. Select the XXXHelpBAQ_CustomerSolution_3.0.1.cab file (where XXX are your initials).

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Tip Notice the ICE version number is added as a suffix to the .cab file name.

11. Click Open.


12. In the File Conflicts group box, indicate the method by which you want the Solution Workbench to handle
file conflicts. The available options include:
Automatically overwrite duplicate files - Select this radio button option to automatically overwrite
all files that have the same name within the client directory.
Prompt for each file conflict - Select this radio button option to review each file conflict encountered
during the import process. You can then decide whether to override the conflicting file or leave the file
in its original state.
13. For this workshop, select the Automatically overwrite duplicate files radio button option.
14. Now in the Data Conflicts group box, indicate the method by which you want the Solution Workbench to
handle data conflicts. The available options include:
Automatically overwrite duplicate data - Select this radio button option to automatically overwrite
all the affected data within the client directory.
Prompt for each data conflict - Select this radio button option to review each data conflict encountered
during the import process. You can then decide whether to override the conflicting data or leave this
data in its original state.
15. For this workshop, select the Automatically overwrite duplicate data radio button option.
16. When you are ready, click the Install button.
The installation progress displays within the Installation Output field.
17. When installation is complete, click the Close button.
The solution is installed within this company in the Epicor ERP application.

Verify the Solution Installed


Now make sure your new items installed.
1. Return to Cycle Count Maintenance.
Menu Path: Material Management > Inventory Management > General Operations > Count Cycle
Maintenance
2. Launch the application help window and click the Annotations tab.
The help annotations display.
3. Exit Cycle Count Maintenance.
4. Likewise, verify the Booked Orders BAQ is available in this company. Navigate to the Business Activity
Query Designer.
Menu Path: System Management > Business Activity Queries > Business Activity Query
Important This program is not available in the Epicor Web Access.

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5. Click the Query ID... button.


The Business Activity Search Form window displays.
6. In the Query ID Starts With field, enter EPIC06; clear the Shared check box.
7. Click Search.
The EPIC06-BookedOrders BAQ displays in the Search Results grid.
8. Exit Business Activity Query Designer.
The items you placed in the solution are now available in this company.

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Conclusion

Conclusion
Congratulations! You have completed the course.
Please take a moment to let Epicor University know how to serve you better by completing an evaluation at htt
p://www.keysurvey.com/survey/379199/e92f/. Your feedback provides the guidelines for the future direction of
Epicor University offerings.

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Additional information is available at the Education and


Documentation areas of the EPICweb Customer Portal. To access
this site, you need a Site ID and an EPICweb account. To create an
account, go to http://support.epicor.com.