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Epicor ERPSystem Setup and ManagementCourse10.0.700.2
DisclaimerThis document is for informational purposes only and is subject to change without notice. This document and itscontents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of itsdate of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties withregard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for aparticular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software islikely to be unique in their requirements in the use of such software and their business processes, users of this documentare always advised to discuss the content of this document with their Epicor account manager. All information containedherein is subject to change without notice and changes to this document since printing and other important informationabout the software product are made or published in release notes, and you are urged to obtain the current releasenotes for the software product. We welcome user comments and reserve the right to revise this publication and/ormake 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 ofany consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usageof the solution(s) described in this document with other Epicor software or third party products may require the purchaseof licenses for such other products. Where any software is expressed to be compliant with local laws or requirementsin this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such lawsand requirements. All laws and requirements are subject to varying interpretations as well as to change and accordinglyEpicor cannot guarantee that the software will be compliant and up to date with such changes. All statements ofplatform and product compatibility in this document shall be considered individually in relation to the products referredto in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and alsostated to be compatible with another product, it should not be interpreted that such Epicor software is compatiblewith both of the products running at the same time on the same platform or environment. Additionally platform orproduct compatibility may require the application of Epicor or third-party updates, patches and/or service packs andEpicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packsreleased by third parties after the date of publication of this document. Epicor is a registered trademark and/ortrademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All othertrademarks 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 ofEpicor Software .2Revision: July 25, 2014 2:48 a.m.Total pages: 80course.ditaval
System Setup and Management CourseContentsContentsIntroduction.6Before You Begin.7Audience.7Prerequisites.7Environment Setup.7User Accounts.9User Accounts Details.9Workshop - Manage User Accounts.10Create User Account.10Test the Account.12Startup Configurations.13Configuration Settings File.13Multiple Configuration Files.14Workshop - Modify Configuration Setting Files.14Copy the Default Configuration File.14The Configuration Editor.14Run Time Arguments.16Workshop - Activate Run Time Arguments.16System Setup.17Workshop - Company Maintenance.17Define General Settings.17Define Emailing and Reporting Options.19Define Attachments.20Enable BAQ External Datasources.21Enable Tax Connect.22Workshop - Company Configuration.22Enter Company Details.23Define Module Options.24Workshop - Site Maintenance.24Create a Site.25Workshop - Site Configuration.26Modify Site Options.26Workshop - Company and Site Rights.28Assign Company/Site Rights.28Assign External Companies.29Test User Account.29Automatic Data Processing.30System Agents.30Workshop - Modify the System Agent.31Modify a System Agent.31Epicor ERP 10.0.700.23
ContentsSystem Setup and Management CourseCreate a Schedule.32Workshop - Manage the System Agent.33Select a Schedule.33View Task Parameters.34Process Sets.34Workshop - Manage Process Sets.34Create a Process Set.34Add Tasks to a Process Set.35Schedule a Process Set.36System Monitor.37Workshop - Use the System Monitor.37Security.39Security Privileges.40Company Security.40Security Group Maintenance.40Workshop - Create a Security Group.40User Security.42Security Manager.42Workshop - Manage User Security.42Assign Security Privileges.43Assign Security Groups.45Assign Security.45Run Time Argument Menu Control.45Workshop - Define Run Time Arguments.46Security Group Conflicts.46Workshop - Menu Security.47Create a Security Code.47Assign Menu Security.49Test Menu Security.49Workshop - Field Security.50Assign Global Field Security.51Security Group Field Security.52Test Field Security.53Security Management.53Menu Security Report.53System Activity Log.54Customization Management.55Workshop - Customization Rights.56Assign Customization Rights.56Workshop - Personalization Purge.57Use Personalization Purge.57Workshop - Customization Maintenance.58Review, Update, and Delete Customizations.59Export Customizations.604Epicor ERP 10.0.700.2
System Setup and Management CourseContentsImport Customizations.61Verify Customizations.62Run or Modify Customizations.63Workshop - Dashboard Maintenance.64Review Dashboards.64Manage and Generate Dashboards.66Workshop - Help Annotations Maintenance.67Update an Annotation.67Workshop - Solution Management.68Review Solution Elements.68Add a Solution Element.69Review Solution Types.71Add a Solution Type.72Use Solution Workbench.73Track Your Activity.73Add Items to Solution.75Build a Solution.75Install a Solution.76Verify the Solution Installed.77Conclusion.79Epicor ERP 10.0.700.25
IntroductionSystem Setup and Management CourseIntroductionThis course explores how you set up and manage the Epicor ERP application. By understanding these tools, youcontrol 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 organizationand the requirements of your business. This course begins by setting up a basic user account, and then reviewsconfiguration settings files and run time arguments. Configuration settings (.sysconfig) files contain parametersyou can modify; these parameters then activate when a user logs into the client. Likewise, run time argumentsare 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 companycan contain multiple sites. Use these features to reflect the structure of your organization. Through thesemanagement tools, you define how each company and site interacts with the modules licensed by yourorganization. Then on user accounts, you determine which users have access to each company and site. To furtherimprove security, use the security tools. Through these management programs, you restrict user access to specif
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 &g
