System Administration Guide - Spiceworks

1 Epicor ERPS ystem Administration 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.

2 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 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.

3 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, , 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.

4 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 rights reserved. No part of this publication may be reproduced in any form without the prior written consent ofEpicor Software : December 01, 2015 5:50 pages.

5 Of this Its ERP N-Tier Server User Manager an Application Server Console the Remote Connection a Task Firewall Task Agent Service a New Task Endpoint ERP | Administration GuideActivate Module Epicor Administration License and Edit License Users and Active Active Index Maintenance Rebuild Index the Data and Excluded the Database the Maintenance Maintenance Database Full Differential Transaction Log the Maintenance from the Epicor (User Identity) Account Policy Password All Characters Lockout ERP | Administration GuideContentsAutomatic Sign Automatic Sign Account Policy (Windows).

6 77 Account Lockout Policy (Windows)..78 Single ERP Console (Interface) Group a Security Manager Security Security Logic Time Argument Menu Run Time a Security Menu Group and Method Process (Business Object) Method Global Field Group Field Security Activity Settings Settings File the ConfigEditor Settings -- Complete ERP | Administration GuideDeployment Configuration Settings Time a Run Time Time Arguments an Automatic a a Process and Schedule a Process Application the Application the Application Tag Attachment Conversion Activity Log Query Epicor Web Access (EWA).

7 125 Clear Crystal Embedded Enterprise a Database from Production to Test Application Live Test Test Application Reports Between with Report Style ERP | Administration GuideContentsExport the the with Solution the .CAB the Report(s)..139 Import the Report(s)..139 AFR Integration - Restore AFR Replication from AFR Replication the and Statement Conversation Address Validation BankTran Reporting Amounts Bank Balances Customer Credit Data Locked for GL Posting Balances Codes Creation for Intrastat Bank Statement Batch Tax Calculation Balance Records Customer/Consumer Synchronization Supplier Synchronization to Mattec Integration Import Job Closing Job Completion ERP | Administration GuideAuto Job Firm Job Release Labor Global Scheduling Order PcInValues Redundant BOMs Scheduling Labor / Scheduling Parameters Lead Time Calculation

8 Requirements Planning (MRP) Processor Log Scheduler Log Processors and Workbench Job MRP Recalculation Needed Yield Recalculation PartBin QOH From PartTran Job Compliance Part Compliance Configurator Configurator Direct Direct Convert Web Customer / Part UOM Book Detail Records Book Release Records Order Release Quantity Orphaned PickedOrders / MtlQueue a a a a File from the Menu a File Using Drag and Attached Attached the Audit ERP | Administration GuideContentsCall Log Overview a New Call Log a Change the Transaction Purchasing Suggestions Purchase Schedules Supplier Pricelist Compliance Entry

9 Header Line Schedule EDI Demand Configurations Existing Configurations Alert Message Error Tracing Options From User From the Tracing the Tracing the Log Into . All Tracing Log Migration Server Activity Activity Log > the the Selected Agent Log Database Permission Size Too ERP | Administration GuideIndex Outside Bounds of Server Data Web Access (EWA) Customization User Impersonation Log into Modern Verification Users Exceeded On License License Configured for Exception Rejects Client Preview, Cannot Find Print to a Client TABLE Permission Data Exceeds Fails for Execution Granted Setting No Printing Process Times Name Does Not Printing Fails; No Style Does Not Potential BPM BPM Program(s).

10 228 Main Steps to System Server Agent and Setup Viewer Application Client Server ERP | Administration GuideContentsCapture the and Diagnostic ERP | Administration GuideIntroductionPurpose of this GuideThe System Administration Guide contains the information administrators need to manage both SQL Server andthe Epicor ERP application. Use this information to complete System tasks, administrate the application, andtroubleshoot Guide is intended to be your primary resource for maintaining the application. It contains server basedinformation such as adding application servers and setting up regular database backup schedules. The guideexplores the tools available within Epicor ERP you can use to define client startup settings, set up single sign onfor users, and add automatic schedules that regularly run processes and reports.