Epicor10_SupplementalInstall_100700

Epicor ERP Supplemental Installations 

Epicor 10.0.700

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Epicor Software Corporation. 

Epicor 10.0.700 

Revision: May 27, 2015 1:21 p.m. 

Total pages: 87 

install_E10.ditaval


Contents 

Contents 

1 Welcome and Introduction.................................................................................................6 

2 Install Epicor Enterprise Search..........................................................................................7 

2.1 Verify SQL Server Prerequisites...................................................................................................................7 

2.2 Create Back Ups (if Previous Version).........................................................................................................7 

2.3 Install Epicor Enterprise Search...................................................................................................................8 

2.4 Register Enterprise Search Server................................................................................................................8 

2.5 Configure Epicor Enterprise Search............................................................................................................9 

3 Install Epicor Education Module.......................................................................................11 

3.1 Install Embedded Education Courses........................................................................................................11 

3.2 Configure Embedded Education Courses Client.......................................................................................14 

3.3 Enable Education Module........................................................................................................................15 

4 Install Epicor Information Worker....................................................................................16 

4.1 Verify Prerequisites...................................................................................................................................16 

4.2 Uninstall Previous Version........................................................................................................................17 

4.3 Install Information Worker Components...................................................................................................17 

4.3.1 Generate Server Components........................................................................................................17 

4.3.2 Install Information Worker Server...................................................................................................18 

4.3.3 Set Up Information Worker Server.................................................................................................19 

4.3.4 Deploy Alternate Contact Data Source...........................................................................................19 

4.3.5 Set Up Information Worker Clients................................................................................................19 

4.3.6 Troubleshooting Installation Errors.................................................................................................20 

5 Install Epicor Mobile Access (EMA)...................................................................................22 

5.1 Enable IIS 6 Management Compatibility Support for IIS 7.5......................................................................22 

5.1.1 Using Server 2012.........................................................................................................................22 

5.1.2 Using Server 2008 R2....................................................................................................................23 

5.1.3 Using Windows 7..........................................................................................................................24 

5.2 Install Epicor Mobile Access......................................................................................................................24 

5.3 Configure Epicor Mobile Access User.......................................................................................................26 

5.4 Assign Data Folder Properties and Sharing...............................................................................................26 

5.4.1 Using Windows Server 2012..........................................................................................................26 

5.4.2 Using Windows Server 2008 R2.....................................................................................................27 

6 Install Epicor SharePoint Publisher...................................................................................29 

6.1 Install Epicor SharePoint Publisher............................................................................................................29 

7 Install and Configure Epicor Social Enterprise.................................................................30 

7.1 Verify Software Requirements..................................................................................................................30 

7.2 Configure Web Server Role......................................................................................................................30 

7.2.1 Using Server 2012.........................................................................................................................30 

7.2.2 Using Server 2008.........................................................................................................................32 

7.3 Install and Configure Epicor Social Enterprise...........................................................................................33 

7.4 Log In to Epicor Social Enterprise..............................................................................................................37 

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Contents 


7.5 Configure Email Server.............................................................................................................................38 

7.6 Configure Web Site URL..........................................................................................................................38 

7.7 Create Notification Source.......................................................................................................................39 

7.8 Invite Users..............................................................................................................................................41 

8 Install and Deploy Epicor Web Access (EWA)..................................................................42 

8.1 Install Epicor Web Access Utilities.............................................................................................................42 

8.2 Install Epicor Web Access.........................................................................................................................43 

8.3 Assign Properties and Sharing for EWA....................................................................................................47 

8.3.1 Using Windows Server 2012..........................................................................................................47 

8.3.2 Using Windows Server 2008 R2.....................................................................................................48 

8.4 Deploy Epicor Web Access Forms.............................................................................................................49 

8.5 Configure Epicor Web Access..................................................................................................................50 

8.6 Assign Resource Folder Properties and Sharing.........................................................................................50 

8.7 Install Full Adobe Reader on Epicor Web Access Client.............................................................................51 

8.8 Update Epicor Lightweight Client Installer File..........................................................................................51 

8.9 Configure EWA Reporting URL Display Features.......................................................................................52 

8.9.1 Configure: Windows Server 2008 R2 Web Server - PDF..................................................................52 

8.9.2 Configure: Windows Server 2008 R2 Web Server - XLS..................................................................53 

8.10 Generate Web Forms for Customized Epicor Application Forms..............................................................53 

8.11 Generate Web Forms for User Dashboards.............................................................................................54 

8.12 Generate Web Forms for Epicor Application CSF Forms..........................................................................55 

8.13 Review Supported Browsers and Configuration......................................................................................55 

8.14 Set Up Compression for Performance Tuning.........................................................................................56 

8.15 Set EWA Server Timeout........................................................................................................................57 

9 Install Languages...............................................................................................................58 

9.1 Download Language File..........................................................................................................................58 

9.2 Install Language File.................................................................................................................................58 

9.3 Change Language Settings in the Current Session....................................................................................59 

9.4 Change Language Settings for a User (Optional)......................................................................................59 

10 Install Service Bus for Windows Server.........................................................................60 

10.1 Download and Install Microsoft Service Bus............................................................................................60 

10.2 Configure Microsoft Service Bus.............................................................................................................60 

11 Configure Country Specific Functionality (CSF).............................................................61 

11.1 CSFs in Epicor ERP 10.............................................................................................................................61 

11.2 Additional Post-Migration Steps for CSFs...............................................................................................62 

11.3 Install CSF Language..............................................................................................................................62 

11.3.1 Install CSF Language File..............................................................................................................62 

12 Upgrade to Epicor Service Connect 10...........................................................................64 

13 Upgrade to Infragistics NetAdvantage..........................................................................64 

14 Set Up Multi-Company Functionality.............................................................................65 

14.1 Verify Multi-Site Management License....................................................................................................65 

14.2 Verify Service Bus Status........................................................................................................................65 

14.3 Verify an External System Record...........................................................................................................65 

14.4 Create an External Company Record......................................................................................................66 

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Contents 

14.5 Configure an External Company Record.................................................................................................67 

14.6 Create an Interval Schedule....................................................................................................................68 

14.7 Schedule the Multi-Company Direct Server Process................................................................................70 

14.8 Verify the Task Agent Is Running............................................................................................................71 

14.9 Review Multi-Company Log File.............................................................................................................71 

14.10 Test the Communication......................................................................................................................71 

14.11 Review Validation Errors.......................................................................................................................72 

14.12 Review Automatic Data Translations....................................................................................................73 

14.13 Review Integrated Workbench.............................................................................................................73 

14.14 Review Multi-Company Functionality...................................................................................................74 

15 Install and Configure Epicor SSRS (Portal Method).......................................................75 

15.1 Enable IIS 6 Management Compatibility Support for IIS 7.5....................................................................75 

15.1.1 Using Server 2012.......................................................................................................................75 

15.1.2 Using Server 2008 R2..................................................................................................................76 

15.1.3 Using Windows 7........................................................................................................................77 

15.2 Install Report Viewer 2010 Package (Server 2008 R2 only)......................................................................77 

15.3 Configure Epicor SQL Report Monitor....................................................................................................77 

15.4 Override Default SSRS Values For Specific Company...............................................................................80 

15.5 Configure SSRS for Multiple Versions of Epicor ERP and Multiple Databases (Optional)...........................81 

15.6 Restart Task Agent Service.....................................................................................................................81 

16 Troubleshooting..............................................................................................................83 

16.1 Share the ERP10 Folder..........................................................................................................................83 

16.2 Check the Application Server Configuration...........................................................................................83 

16.2.1 Analyze Configuration (Standard Metric).....................................................................................83 

16.3 Change or Uninstall Epicor ERP 10 Application.......................................................................................85 

16.3.1 Add or Remove Program Features................................................................................................85 

16.3.2 Uninstall Epicor ERP 10 Application..............................................................................................85 

16.3.3 Uninstall Epicor ERP 10 Client......................................................................................................86 

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Welcome and Introduction 


1 Welcome and Introduction 

Welcome to the Epicor ERP Supplemental Installations Guide. This guide helps you with the supplemental 

installations after you have installed and configured an Epicor ERP application. 

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Install Epicor Enterprise Search 

2 Install Epicor Enterprise Search 

Use these steps to install and configure your Epicor Enterprise Search. 

2.1 Verify SQL Server Prerequisites 

Use these steps to verify the requirements before you begin the installation and configuration of Epicor Enterprise 

Search. 

1. Verify that you are using one of the following: 

• SQL Server 2008 or SQL Server 2008 R2 

• SQL Server 2008 Express 

• SQL Server 2012 

2. Verify that the SQL Server installation has SQL and Windows Authentication enabled. 

3. Verify that the server where Enterprise Search is installed also has SQL Server installed as the named or 

primary instance. For example, if your server is named Candy, then SQL Server must be made available as 

Candy, and not as a sub or separate installation. Note that the Epicor application SQL database can be 

located on a remote server. 

4. Verify you are running SQL Server locally. 

5. Verify that the account you used to log into the system is trusted by SQL Server. 

6. If you use SQL Server 2012, use the following steps to verify that the NT AUTHORITY\SYSTEM login account 

has System Admin rights enabled. 

a. Open SQL Server Management Studio and connect to your database. 

b. Expand Security > Logins. Right-click on NT AUTHORITY\SYSTEM and select Properties. 

c. In the Login Properties dialog, select Server Roles. In the server roles list, verify that sysadmin is selected. 

Click OK. 

d. Close SQL Server Management Studio. 

2.2 Create Back Ups (if Previous Version) 

If you have a previous version of Epicor Enterprise Search installed, and you made modifications to existing 

templates or created your own templates, use the following steps to create back ups. 

1. On the server where Enterprise Search is installed, navigate to the folder where the Enterprise Search program 

data files are located. For example, go to C:\ProgramData\EpicorSearch. 

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2. Create a backup of the following folders: Templates, Profiles, and Tuning. 

2.3 Install Epicor Enterprise Search 

Use these steps to install Epicor Enterprise Search. 

Note If you have a previous version of Epicor Enterprise Search installed on your server, you need to 

uninstall Epicor Enterprise Search before you perform the steps. 

1. Log in to the server where you want to install Enterprise Search. 

2. Go to the directory where your Epicor ERP application is installed. For example, go to 

C:\Epicor\[product]\[version]\SupplementalInstalls. 

Note If you have installed an update to a base Epicor ERP application, you must use the updated 

installer. For example, go to C:\Epicor\[product]\[product version]\Updates\[update 

version]\SupplementalInstalls. 

3. In the Enterprise Search folder, right-click the Setup.exe file and select Run as administrator. A Welcome 

window appears. Click Next. 

4. On the Confirm Installation dialog, click Next. The files are installed. 

5. When the installation is complete, click Close. 

Epicor Enterprise Search is now installed. The installation location is C:\Program Files (x86)\Common Files\Epicor 

Software Corporation\Epicor Enterprise Search. 

2.4 Register Enterprise Search Server 

Use these steps to register your Enterprise Search server, create a search index database, and deploy the Enterprise 

Search standalone website. 

This procedure assumes a new installation in which there is no previously created search index database or 

Enterprise Search standalone website. 

1. Navigate to Start > All Programs > Epicor Software > Epicor Administrative Tools and select Epicor 

Administration Console. 

2. Right-click Enterprise Search Management and select Register Search Server. The Enterprise Search 

Server Configuration Wizard displays. 

3. On the Welcome page, review the process details and click Next. 

4. Specify the server and the port where Enterprise Search is installed. To do this: 

a. For Name, type the name of the server where the Enterprise Search server components are installed. 

Click Ping Server to validate the server connection. 

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b. For Port, enter the port number of the Enterprise Search server service. Keep the default of 9098 unless 

the server has been manually configured to a different port. Click Validate Service to Continue to 

validate the port assignment. 

c. When both validations are successful, click Next. 

5. Specify the SQL Server instance and database that will host your search indexes. To do this: 

a. For Server Name, select the SQL Server instance on the server where the Enterprise Search components 

are installed. 

b. For Log on to the server, select Use Windows Authentication or Use SQL Server Authentication. 

c. Click Test Connection to validate the server name and credentials. 

d. For Enter the name for your Search Index Database, it is recommended that you select the default 

value. For example, select SearchIndex. 

e. Click Next. 

6. The next page presents the option of deploying the Enterprise Search standalone website. Verify that the 

Do not deploy web application option is selected and click Next. 

7. Confirm your selection details and click Finish. 

The new search server is added under Enterprise Search Management in the Administration Console 

tree. 

8. Create the database. To do this, right-click the new search server and select Create Database. 

The database SearchIndexversion is created on the default SQL Server instance on the server where the 

Enterprise Search server components are installed. Fot more information of selecting the SQL Server instance 

used for the search database and/or selecting its name, see the "Set SQL Server for Search Indexing" topic 

in the Administration Console online help. 

9. Create the web application. To do this, right-click the new search server and select Create Web Application. 

2.5 Configure Epicor Enterprise Search 

Use these steps to setup and configure Epicor Enterprise Search. To complete most of these steps, you use 

Enterprise Search Management from the Epicor Administration Console. 

1. Login to the Epicor Administration Console as a user who can authenticate to the Enterprise Search Server. 

2. Open the Epicor Administration Console. To do this, navigate to Start > Programs > Epicor Software 

> Epicor Administrative Tools > Epicor Administration Console. 

3. If you did not previously have Enterprise Search installed or installed to a new search server, from the Help 

menu, select Help Topics and follow the instructions in the Initial Configuration > Start Here topic. You 

are done with this procedure. However, if you previously installed Enterprise Search on the same server, 

start instead with the remaining steps: 

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4. If the search server is not registered, right-click Enterprise Search Management and select Register 

Search Server. Use the configuration wizard to enter the following: 

a. On the Welcome page, review the process details. Click Next. 

b. For the Server Registration, enter the Name of the server where the Enterprise Search Server components 

are installed. Click Ping Server to validate the server name. For the Port enter the port number of the 

Enterprise Search Server service. Keep the default of 9098 unless the server has been manually configured 

to a different port. Click Validate Service to Continue to validate the port. If both validations are 

successful, you can click Next. 

c. You are prompted to deploy Web Application. Click Next. 

d. Review the Search Database details, including the search Server Name and the Database used to build 

the search index. Click Finish. 

5. Right-click the computer name of the registered search server and select Delete Database. Right-click the 

computer name of the registered search server and select Create Database. 

Note You only need to create one database per Enterprise Search server. One database stores all 

search data. Using the above step, a database named SearchIndexversion is created on the default 

SQL Server instance on the server where the Enterprise Search server components are installed. If you 

want to choose the SQL Server instance used for the search database and/or choose its name, see the 

"Set SQL Server for Search Indexing" topic in the online help. 

6. Right-click the computer name of the registered search server and select Delete Web Application (if the 

web application exists). Right-click the computer name of the registered search server and select Create 

Web Application. 

7. In the online help, go to the Initial Configuration > Start Here topic. 

a. Begin with step 2 if you creating a new search index definition 

b. Begin with step 4 to create a new search index from a previous version search template. Your old 

template definitions should be available if you installed the search server components to the same location 

as you previously installed search server components. Old template definitions cannot necessarily be 

expected to work without some adjustments. 

Note To add the Search URL, open the Company Maintenance form and update the Enterprise Search 

section. 

Note For more information on the Enterprise Search Management, refer to the Enterprise Search 

Management section in the Epicor Administration Console > Help. 

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Install Epicor Education Module 

3 Install Epicor Education Module 

Use these steps to install and enable the Education Module which gives you access to the Embedded Education 

Courses. Using the Embedded Education Courses requires a Windows Server operating system and Microsoft 

Internet Information Services (IIS 7.5 or higher) with the ASP.NET module enabled. Note that the Education 

Module must be installed in your training environment, not in your live production environment. 

3.1 Install Embedded Education Courses 

Use these steps to install the Embedded Education Courses using the Epicor Education Course Installer. The 

Embedded Education Courses are included in the Education Module. 

1. Verify that the ASP.NET module of your Windows Internet Information Services (IIS) installation is enabled. 

2. Go to the Epicor Education folder on the server where your Epicor application is installed. For example, 

go to C:\Epicor\ERP10\[version]\SupplementalInstalls\Epicor Education. 

Note If you have installed an update to the base Epicor ERP 10 application, for example, Epicor ERP 

10.0.x00.x, you must use the updated installer. For example, go to C:\Epicor\ERP10\[product 

version]\Updates\[update version]\SupplementalInstalls\Epicor Education. 

If you want to install the Embedded Education Courses on a separate server, go to that server and use 

remote access to navigate to the shared EpicorERP10 folder on your Epicor server. From that remote shared 

folder, run the Epicor Education Course Installer. 

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3. Double-click the EduCourseInstaller.exe file. The Epicor Education Course Installer dialog opens. The user 

interface may look different based on your operating system. Your dialog may look similar to the following: 

4. Select the Web Site where you want to install the Education Courses. It is recommended that you select 

the DefaultWebSite. 

5. Select the App Pool (application pool) to use for the Education Courses. You can either select an existing 

application pool from the drop-down list or click New to create a new application pool used exclusively for 

the Embedded Education Courses. 

a. If you click New, the Create New Application Pool window displays. 

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b. Enter the name you will use in the New App Pool Name field. This value identifies the application pool 

throughout the system. 

c. By default, the application pool is configured to use the Network Service account for its identity. 

However if you wish to use a specific account instead, select the Use custom account for identity 

check box. 

This activates the Domain\User Name, Password, and Confirm Password fields. 

d. Enter the domain and the user account in the Domain\User Name field; for example, enter 

\. To effectively connect with the server, this account must be a valid domain 

account with access rights to the network. If this account is not valid, you will not be able to stop and 

start the application pool. 

Important If you are connecting to an application server that uses the Windows endpoint, be 

sure the application pool you select is configured with a domain user account linked to a valid 

Epicor user account (this means the Epicor user record has the Domain and Domain ID fields 

entered). If this account is not linked to an Epicor user account, you will receive a "Service 

Authorization failed" error during installation. To link an Epicor user account to a domain account, 

in your Epicor ERP application, go to System Setup > Security Maintenance and open User Account 

Security Maintenance. 

e. Click the Create New Pool button. The new application pool is created. 

Tip For information on how to configure the application pool, review the Add Epicor Application 

Server section in the Epicor ERP 10 Installation Guide, or the application server topics in the Epicor 

Administration Console help system. 

6. If you select an existing application pool, this application pool is configured to use the Network Service 

account for its identity by default. If you wish to use a specific account instead, select the Use custom 

account for identity check box. 

This activates the Domain\User Name, Password, and Confirm Password fields. 

7. As described previously in the Create New Application Pool steps, you must enter a valid domain account 

with access rights to the network. If you are connecting to an application server that uses the Windows 

endpoint, this domain user account must also be linked to a valid Epicor user account. You link an Epicor 

user account to a domain account in User Account Security Maintenance; this program is located within 

the Epicor ERP application. 

8. Enter the Alias you want to use to gain access to the courses. The alias is used as part of the course server 

URL. Do not use spaces. The default alias is EpicorEducation. 

Note It is recommended that you record the alias that you enter. In the next section, you are required 

to configure the client by editing the .sysconfig configuration file. To edit this file, you will need to 

enter the alias and the course server URL. 

9. Enter the Directory which can be any folder on the server. For example, if you have a directory on your 

server where you host Web Content, such as C:\Inetpub\wwwroot, you can enter 

C:\Inetpub\wwwroot\EpicorEducation to install the courses to that directory. If the directory does not 

exist, the installer creates it. You can install a new course package to an existing directory by clicking Browse. 

10. Enter the AppServerURL to identify the connection information for the application server that services the 

Demonstration database. To find the correct URL that points to your Education application server, do the 

following: 

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a. Go to the Config folder on the server where your Epicor application is installed. For example, go to the 

EpicorERP10\client\config folder. 

b. Open your default.sysconfig file and review the AppServerURL element. 

11. Enter a valid Epicor application User ID and User Password. The course web site uses this User ID and 

Password to login to the Education Application Server to verify licensing information. The default User ID 

and Password for the Epicor Education database is epicor / epicor. 

12. For the Endpoint Binding, select the binding type that matches the binding type set in the 

element of the .sysconfig file. For example, UsernameWindowsChannel or 

UsernameSSLChannel. 

Note If you selected Endpoint Binding = UsernameSSLChannel you must also select the Validate 

WCF Certificate check box. 

13. For Operation timeout, accept the default or adjust the wait time until an incomplete operation is stopped 

by the application server. 

14. To verify the application can connect to the application server using the parameters you entered, click the 

Test Connection button. if you use Windows binding, this test process will impersonate the user account 

you specified as the identity for the application pool and then connect to the application server. 

A dialog box displays indicating whether the test was successful. If issues occurred, make changes to correct 

the errors and click the Test Connection button again. Continue to correct errors until the connection 

succeeds. 

15. Click Create. 

Note If any entries were not valid, a warning icon appears next to the invalid field. Enter a valid entry 

in the field and click Create again. 

16. After a message displays that the site has been created, close the Epicor Education Course Installer. 

3.2 Configure Embedded Education Courses Client 

Use these steps to configure the Embedded Education Course client by editing the default.sysconfig file on your 

client workstation. 

1. On your client workstation, navigate to the client\config folder. 

2. Open the default.sysconfig file in a text editor, such as Notepad. 

3. In the node, edit the line to specify the location where the 

education courses are installed. For example, if the courses are installed on a server named Company1 and 

the alias is set to EpicorEducation, the line would be: 

 

Note Be sure to use the alias that you entered and recorded in the previous section when you ran 

the Education Course Installer program. 

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3.3 Enable Education Module 

Use these steps to verify that the Education Module is licensed and enabled so that you can access the Embedded 

Education Courses. The Education Module is licensed and enabled similarly to how you license and enable the 

other Epicor application modules. 

1. Open your Epicor Administration Console. 

2. In the tree view, expand your Server Management > [your server] > [your application server]. 

3. Under your application server, select the Licensing node to list the license details in the middle pane. 

Double-click on your license to open the Properties dialog. 

Note If you purchased the Education Module license after licensing your other Epicor application 

modules, be sure to import your new license file. 

4. In the Properties dialog, click the Modules tab. 

5. Locate the EducationERPStandardAndEnterprise module name and verify that the Enabled check box 

is selected. Click OK. 

6. After enabling the Education module, verify that you can successfully launch the Embedded Education 

Courses. To do this: 

a. Open your Epicor application. 

b. Access to the Education Module differs based on your selected view, either Classic or Tile: 

• Classic View. From the tool bar select the Education Courses (stack of books) icon. Your tool bar 

may look similar to the following: 

• Tile View. From the Home screen, select the Help menu. From the list of options, select Education 

Courses. 

c. From the Education Courses list, select a licensed course. Verify that the course opens successfully. If the 

course does not open, review your configuration instructions in the previous section and try again. 

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Install Epicor Information Worker 


4 Install Epicor Information Worker 

Use these tasks to install Epicor Information Worker. 

4.1 Verify Prerequisites 

Use these steps to verify prerequisites before you install Epicor Information Worker. 

1. Determine where you will install Epicor Information Worker Server. It can be installed on the Epicor application 

server or on a separate server. 

2. For your Information Worker Server, verify the following: 

a. Verify you have one of the following operating systems installed: 

• Windows Server 2008 R2 (32- or 64-bit) 

• Windows Server 2012 

• Windows Server 2012 R2 

Note The server should belong to a domain. 

b. Verify that you have Internet Information Service (IIS) role and ASP.NET service installed. 

1. Select the Web Server role for the server. 

2. Select all of the IIS 6 Management Compatibility items when you are configuring the Web Server 

features. 

3. Make sure you have not prohibited IIS from running ASP.NET under the Web Service Extensions. 

Note For more information on the installation process, review the Microsoft TechNet Library. You 

can use this link: http://technet.microsoft.com/en-us/library/default.aspx 

c. Verify that you have Microsoft .NET Framework 4.5 installed. 

Important You must install IIS before installing Microsoft .NET Framework. 

To install Microsoft .NET Framework 4.5 from the Microsoft Download Center website onto your server: 

1. Go to the Microsoft Download Center. You can use this link: http://www.microsoft.com/en-us/do 

wnload/details.aspx?id=30653 

2. Download the latest version of Microsoft .NET Framework 4.5 to your server. 

3. Use the instructions provided on the website to guide you through the installation process. 

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3. For your Information Worker client, verify the following: 

a. Verify you have one of the following operating systems installed: 

• Windows 7 (SP1) x86 / x64 

• Windows 8 x86 / x64 Intel Architecture 

b. Verify you have Microsoft .NET 4.5 Client Profile installed. 

c. Verify that you have Microsoft Office 2010 (32- or 64-bit version), or Microsoft Office 2013 (32- or 64-bit 

version) installed. Depending on which applications you plan to use with Information Worker, install 

Outlook, Word and/or Excel during your Microsoft Office installation. 

d. Verify you have Microsoft Visual Studio 2010 Tools for Microsoft Office installed. Note that it is provided 

through the Epicor installation. 

e. Optionally, install the Epicor application client to enable additional functionality. 

4.2 Uninstall Previous Version 

If you have a previous version of Epicor Information Worker Installed, use these steps to uninstall Information 

Worker Server and the Information Worker Configuration Manager. 

1. On the server where the Information Worker Server components are installed, select Start > Control Panel 

> Programs > Uninstall a Program. 

2. If you are uninstalling a previous version of Epicor 9.05 Information Worker, select Epicor Information 

Worker Configuration Manager and click Uninstall. 

3. Select Epicor Information Worker Server for Epicor and click Uninstall. 

4. If you are uninstalling a previous version of Epicor 9.05 Information Worker, select Epicor Information 

Worker Server Framework and click Uninstall. 

5. Verify that the uninstallation was completed successfully. 

4.3 Install Information Worker Components 

Use these steps to install the Information Worker components. 

4.3.1 Generate Server Components 

Use these steps to generate server-side components required for the updatable Information Worker BAQs. 

1. Log in to Epicor as an administrative user and navigate to System Management > Upgrade/Mass 

Regeneration > Updatable BAQ Maintenance 

2. Click QueryID. 

3. For Basic Search, in the Query ID Starts With field type zIW. 

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4. Click Search. Click Select All and click OK. 

5. Click the List sheet. From the Actions menu, select Regenerate All. 

6. Repeat Steps 1 through 5 for each company in your Epicor installation. 

4.3.2 Install Information Worker Server 

Use these steps to install Information Worker Server. 

1. Log on to the server where you intend to install Information Worker Server. 






3. In the Info Worker folder, double-click the IWServer.Epicor.msi file to run it. A Welcome window appears. 

Click Next. 

4. On the Select Installation Address screen: 

a. For Site, leave the Default Web Site selected or choose a different web site. 

b. For Virtual directory, leave the default name, or type the name you want to be used for the information 

worker virtual directory (the name is not visible to end users). 

c. For Application pool, leave the DefaultAppPool selected or choose an existing application pool to 

use. 

d. Click Next. 

5. On the URL Server Settings: URL Prefix screen, enter the URL Prefix to identify how the client will access 

the virtual directory on the Information Worker server. Click Next. 

6. On the Error Form Email Address screen: 

a. Type a single email address that will go to a person or group responsible for administrating the Information 

Worker installation. 

b. Leave the subject line as is or change as desired. Click Next. 

7. Click Next to start the installation. 

8. Click Close when the Information Worker Server installation finishes. 

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4.3.3 Set Up Information Worker Server 

These steps guide you to using the procedures in the Information Worker Configuration Manager Online Help 

to perform the initial setup of Information Worker Server. 

1. To start Information Worker Configuration Manager, navigate to Start > (Settings) Control Panel > 

Administrative Tools > Information Worker Configuration Manager. 

2. From the Help menu, select Help Topics. 

3. Expand Information Worker Configuration Manager in the table of contents. 

4. Follow the procedures under the Initial Configuration topic. 

4.3.4 Deploy Alternate Contact Data Source 

By default, Information Worker synchronizes all contacts to the Outlook client Contacts folder. Use these steps 

to create a separate Contacts folder in Outlook for Information Worker contacts. 

1. Open Information Worker Configuration Manager. To do this, go to Start > Programs > Administrative 

Tools > Information Worker Configuration Manager. 

2. In the tree view, expand the Information Worker Configuration Manager > Configurations > Epicor 

node. Select the Outlook node. 

3. In the Outlook Options section, select the Use Alternate Contact Folder checkbox. In the activated field, 

enter a new folder name of hold contacts, such as Epicor contacts. Save the changes. 

4. Deploy your configuration file. To do this, in the Configurations node, right-click your configuration node 

and select Deploy. The "Configuration deployed successfully" message appears. Click OK. 

5. Log in to Outlook and import the contacts. 

4.3.5 Set Up Information Worker Clients 

Use these steps to configure client workstations to run Information Worker. 

Important The Information Worker client installation must be run with local Administrator privileges. 

1. In your Epicor installation, ensure each Information Worker user is set up as an Epicor user and that the 

Domain and Domain ID in their user record matches the domain and login name of their Windows credentials. 

2. Ensure each client workstation has Microsoft Office installed. 

Note During the installation, the user will be given an opportunity to select the Microsoft Office 

applications (Outlook, Word, and/or Excel) that will be configured to interact with Information Worker. 

3. The web address you chose when installing the Information Worker Server, should be sent to the email 

accounts on the prepared workstations. Direct the users to go to the web address and to follow the installation 

instructions found there. 

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Note If you accepted the defaults when installing the Information Worker Server, the web address 

would be: http://servername/informationworker. 

Note There are links on the client installation download site for troubleshooting a client install 

4.3.6 Troubleshooting Installation Errors 

This table provides solutions to common Information Worker Server installation errors. 

Problem 

Cause 

Possible Resolutions 

During the server 

installation, an error 

displays similar to: 

"There were errors setting 

configuration values. 

Installation will attempt to 

complete, but you may 

need to manually correct 

some of the configuration 

values." 

Install could not 

set error email 

properties. 

Go to C:\Inetpub\wwwroot\InformationWorker\App_Data\ 

Note that you may have changed the InformationWorker portion 

of the above address during installation. Use Notepad.exe to edit 

the Configuration.xml file. 

Search for ErrorFormEmailAddress and change the value of the 

email address to reflect the email account you want to use. Exit 

Notepad and save the file. 

Warning that ASP.NET 

does not appear to be 

registered in IIS. 

Your IIS 

metabase is 

missing the 

entries for the 

ASP.NET .dll 

filters. 

Run the aspnet_regiis.exe command for .NET 4.0 as detailed in 

the Microsoft Knowledge Base article 

http://support.microsoft.com/default.aspx?scid=kb;en-us;306005. 

During the server 

installation, an error 

displays similar to: 

Anonymous 

access is not 

enabled or the 

Information 

Worker virtual 

"There were errors setting 

web site values. 

directory is not 

Installation will attempt to 

using the 

Information 

Worker 

application pool. 

complete, but you may 

need to manually set the 

ASP.NET version, Directory 

Security, and/or create an 

application pool." 

Click Start > Run > inetmgr to open IIS manager. Go to the 

virtual directory you configured for Information Worker (default 

name: InformationWorker). 

• Make sure Anonymous access is enabled under 

Authentication. 

• Under Basic Settings verify that the Information Worker 

application pool is selected. 

If you have a previous 

install of Information 

Worker, and you are 

importing customers and 

associated contacts, an 

error displays similar to: 

Data Type 

mismatch since 

SysRowID in 

Epicor 9 is a 

string and in 

• Unsync everything in Microsoft Outlook. 

• Delete the Epicor folder in Microsoft Outlook. 

• Close Microsoft Outlook. 

• Navigate to the isolated storage files for Information Worker. 

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Problem 

"Unable to add column 

named 'SysRowID. This 

may be a reserved name 

in Outlook" 

Cause 

Epicor 10 it is a 

GUID. 

Possible Resolutions 

• Delete the contents of the Schema folder. 

• Log back into Microsoft Outlook and try again. 

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21

Install Epicor Mobile Access (EMA) 


5 Install Epicor Mobile Access (EMA) 

Use these steps to install and configure Epicor Mobile Access. 

5.1 Enable IIS 6 Management Compatibility Support for IIS 7.5 

Use these steps to enable IIS 6 Management Compatibility support for IIS 7.5 or higher. These steps are required 

if you use SSRS or Epicor Mobile Access (EMA) since those products require use of IIS 6 Management. Note that 

the steps are different based on your operating system. 

5.1.1 Using Server 2012 

1. Open the Server Manager. To do this, navigate to Start > Server Manager. 

2. In the Server Manager, from the Manage menu, select Add Roles and Features. 

3. In the Add Roles and Features dialog, locate Server Roles and expand Web Server (IIS) > Management 

Tools > IIS 6 Management Compatibility. 

4. Verify that IIS 6 Metabase Compatibility is installed. 

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Your screen may look similar to the following: 

5. If this role service is not installed, select the IIS 6 Metabase Compatibility check box and use the Add 

Role and Features Wizard to install it. 

6. Exit the Server Manager. 

5.1.2 Using Server 2008 R2 

1. Open the Server Manager. To do this, navigate to Start > Administrative Tools > Server Manager. 

2. In the Server Manager, navigate to Roles > Web Server (IIS). 

3. In the Web Servers (IIS) pane, locate Role Services and expand Management Tools > IIS 6 Management 

Compatibility. 


5. If this role service is not installed, click Add Role Services and use the Add Role Services wizard to install 

it. 


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5.1.3 Using Windows 7 

1. Open the Control Panel. Click Programs or Programs and Features. 

2. Select the Turn Windows features on or off option 

3. Expand Internet Information Services > Web Management Tools > IIS 6 Management Compatibility. 

4. Verify that IIS Metabase and IIS 6 configuration compatibility is selected. 

5. Exit the Control Panel. 

5.2 Install Epicor Mobile Access 

Use these steps to install Epicor Mobile Access. 

1. If you have a previous installation of Epicor Mobile Access installed, you must uninstall that version prior to 

installing the new version. To uninstall, go to the directory where your Epicor application is installed, for 

example C:\Epicor\[product]\[version]\SupplementalInstalls\Epicor Mobile Access. Run the Epicor Mobile 

Access.msi and select Remove Epicor Mobile Access. Click Finish. 

2. In order to use Epicor Mobile Access, a license must be imported. Verify that the Epicor Mobile Access license 

was imported using the Epicor Administration Console. 

Note For new Epicor ERP 10 installations , you can find the instructions for importing the license in 

the Epicor ERP 10 Installation Guide in the Prepare Your Database > Import License File and Enable 

Modules section. 


C:\Epicor\[product]\[version]\SupplementalInstalls\Epicor Mobile Access. 




4. In the Epicor Mobile Access folder, double-click the Setup.exe file to run it. A Setup window appears. 

Click Next. 

5. On the Application Server Connection dialog, enter the Application Server endpoint (URL) for the Epicor 

ERP 10 application server. To find your application server endpoint value, do the following: 

a. On your workstation, navigate to the client\config folder. 

b. Open the *.sysconfig file using a text editor. 

c. Locate the node. 

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Epicor 10.0.700



d. Locate the element. Copy the value. For example, copy "net.tcp://localhost/ICE3.00/". 

Your file may look similar to the following: 

• 

 

 

 

e. Paste the value into the Application Server endpoint (URL) field. 

Click Next. 

6. On the Select Installation Address dialog, use the drop-down menu to select a Site. This is the site configured 

in IIS. The default is Default Web Site. 

Note If you need to create a site in IIS, refer to your Microsoft documentation. 

7. Enter the Virtual Directory name for the Epicor Mobile Access application. The default is EpicorMobileAccess. 

The name can be changed to any name allowed in IIS. If the default is accepted, a virtual directory is created 

in IIS with a physical path and folder located under the \inetpub\wwwroot folder. 

8. Use the drop-down menu to select an Application Pool that is configured in IIS. Click Next. 

Note If you need to create an application pool in IIS, refer to your Microsoft documentation. 

Application pool must be created prior to running the Epicor Mobile Access installer to be visible in 

the Application Pool drop-down menu. 

9. On the Confirmation dialog, click Next to begin the installation. Epicor Mobile Access is installed. 


11. If you have selected to use UsernameSSLChannel as your endpoint binding, you now need to edit the 

default.sysconfig file to set the EndpointBinding value. To do this: 

a. Navigate to the folder c:\inetpub\wwwroot\EpicorMobileAccess\bin\config 

b. Open the default.sysconfig file. 

c. Locate the node. 

Epicor 10.0.700 

25



d. Locate the element. Enter the value = “UsernameSslChannel” For example, your 

file may look similar to the following: 

• 

 

 

 

 

 

 

 

 

 

 

 

e. Save and close the file. 

5.3 Configure Epicor Mobile Access User 

Use these steps to configure Epicor Mobile Access User options. 

1. Open the Epicor application. 

2. Navigate to System Setup > Security Maintenance and open the User Account Security Maintenance 

form. 

3. Select a User Id that requires ability to use Epicor Mobile Access on supported mobile devices. Click the 

Options tab. 

4. Select the Allow Mobile Access check box. 

5. Click Save on the Standard toolbar. 

6. If you want to make an Epicor application dashboard available for a mobile device, review the Create Mobile 

Device Dashboards in the Epicor application help. 

5.4 Assign Data Folder Properties and Sharing 

Use the following steps to assign required properties and sharing to the Data folder so that the ASP.NET account 

has write access. Note that the group names may be different for IIS7.5 and IIS8. 

5.4.1 Using Windows Server 2012 

26 

Epicor 10.0.700



1. On your application server, open the Server Manager. 

2. Click File and Storage Services and then click Shares. 

3. In the middle pane, from the Tasks drop-down menu, select New Share. The New Share Wizard appears. 

4. On the Select Profile dialog, select the share profile. For example, select SMB Share - Quick. Click Next. 

5. On the Share Location dialog, select to Type a custom path, and click Browse. 

6. In the Select Folder window, navigate to the Epicor Mobile Access\Data virtual directory. For example, if 

your Epicor Mobile Access was installed to IIS, the default directory is: 

C:\inetpub\wwwroot\EpicorMobileAccess\Data. Click Select Folder. Click Next. 

7. On the Share Name dialog, do not change the share name. Note the local path and the remote path displayed. 

Click Next. 

8. On the Other Settings dialog, keep the default settings. Click Next. 

9. On the Permissions dialog, click the Customize Permissions button and set the following: 

a. On the Permissions tab, assign Write permissions to IIS_IUSRS group. The IIS_IUSRS group should 

have Allow selected for Read & Execute, List Folder Contents, Read, and Write. 

b. On the Share tab, select to share this folder. 

c. Click OK to accept the permissions. Click Next. 

10. On the Confirmation dialog, review the settings and click Create. Then click the Close button to close the 

New Share Wizard. 

5.4.2 Using Windows Server 2008 R2 

1. Navigate to the Epicor Mobile Access\Data virtual directory. For example, if your Epicor Mobile Access 

was installed to IIS, the default directory is: C:\inetpub\wwwroot\EpicorMobileAccess\Data. 

2. Right-click the Data folder and select Properties. 

3. On the Sharing tab, click the Share button. On the File Sharing screen, click Share. After the share is 

complete, click Done. 

4. On the Security tab, select the IIS_IUSRS group from the Group or user names list. 

5. Click the Edit button. Re-select the IIS_IUSRS group. 

6. In the Permissions for IIS_IUSRS list, select the Write check box in the Allow column. 

Note The selected group now has Allow selected for Read & Execute, List Folder Contents, Read, 

and Write. 

Epicor 10.0.700 

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7. Click OK until you exit. Then click Close to close the Data properties window. 

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Install Epicor SharePoint Publisher 

6 Install Epicor SharePoint Publisher 

Use this section to install Epicor SharePoint Publisher on your server. Note that if you create a new Web Application 

on the SharePoint Server after Epicor SharePoint Publisher has already been installed, you must reinstall Epicor 

Sharepoint Publisher in order for the new site to see Epicor web parts. 

6.1 Install Epicor SharePoint Publisher 

Use these steps to install Epicor SharePoint Publisher on your server. 

Note If you have a previous version of Epicor SharePoint Publisher installed on your server, you need to 

uninstall it before performing the following steps. 

1. Verify that you have Microsoft SharePoint 2007, 2010, or 2013 installed on your server. 

2. Log on to the server where you intend to install Epicor SharePoint Publisher. 

Note If you want to install Epicor SharePoint Publisher on a separate server, go to that server and 

use remote access to navigate to the shared [product] folder on your application server. 






In the Epicor Sharepoint Publisher folder, open the x64 or the x86 folder based on your operating system. 

4. Double-click the Setup.exe file to run it. A Setup window appears. Click Next. 

5. Specify the folder for the installation of Epicor SharePoint Publisher. Select the Just Me option as the 

SharePoint Publisher user. Do not select the Everyone option. Click Next. 

6. On the Confirm Installation dialog, click Next. The installation begins. 


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29

Install and Configure Epicor Social Enterprise 


7 Install and Configure Epicor Social Enterprise 

Use these steps to install the components required to run Epicor Social Enterprise. 

7.1 Verify Software Requirements 

Use this section to review the required software that must be installed prior to Epicor Social Enterprise installation. 

1. Verify you have Windows Server 2008 R2 or Windows Server 2012 installed. 

2. Verify you have SQL Server 2008 R2 or SQL Server 2012 installed. 

3. Verify that Microsoft .NET Framework 4.5 is installed. To do this, navigate to Start > Control Panel > 

Programs and Features and review the list of installed programs. If it is not installed, go to the Microsoft 

Download Center website (http://www.microsoft.com/en-us/download/details.aspx?id=30653). Use the 

instructions provided on the website to download and install the latest version. 

7.2 Configure Web Server Role 

Use these steps to configure the Web Server role. Note that the steps are different based on your operating 

system. 




3. In the Add Roles and Features dialog, locate Server Roles and expand Web Server (IIS). 

4. Verify that Web Server (IIS) is installed. 

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Epicor 10.0.700




5. In the Web Server node, select the following options if not selected: 

• Common HTTP Features: 

• Static Content 

• Default Document 

• Directory Browsing 

• HTTP Errors 

• HTTP Redirection 

• Health and Diagnostics: 

• HTTP Logging 

• Request Monitor 

• Security: 

• Request Filtering 

• Application Development: 

• ASP.NET 

• .NET Extensibility 

• ASP 

• ISAPI Extensions 

• ISAPI Filters 

• Server Side Includes 

Epicor 10.0.700 

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6. In the Management Tools node, select the IIS Management Console option if not selected. 

7. Click Next. Click Install. The roles, role services or features are installed. Click Close. 



Select the Roles node. 

2. In the Roles Summary section, verify if the Web Server role is listed. 

• If this role is not listed, use the following steps to add the roles service and role features. 

• If the role is listed, use the specific step regarding the Web Server window to verify that the required 

Web Server role features have been installed. 

3. Click Add Roles and click Next. 

4. In the Select Server Roles window, select Web Server (IIS). Click Next. 

5. In the Introduction to Web Services (IIS) window, review the noted comments and click Next. 

6. In the Select Role Services window, select the following options: 

• Common HTTP Features: 

• Static Content 

• Default Document 

• Directory Browsing 

• HTTP Errors 

• HTTP Redirection 

• Application Development: 

• ASP.NET 

• .NET Extensibility 

• ASP 

• ISAPI Extensions 

• ISAPI Filters 

• Server Side Includes 

• Health and Diagnostics: 

• HTTP Logging 

• Request Monitor 

• Security: 

• Request Filtering 

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• Management Tools: 

• IIS Management Console 

7. Click Next. Click Install. The roles, role services or features are installed. Click Close. 

7.3 Install and Configure Epicor Social Enterprise 

1. Navigate to the folder where the Epicor Social Enterprise installer was delivered during the Epicor ERP 

application installation. For example, in a standard installation, the path is 





Note If the Social Enterprise folder does not exist, navigate to Control Panel > Programs and Features. 

Right-click your Epicor application and select Change. Use the Install Wizard to add the Social Enterprise 

feature from the list of installable components. 

2. In the Social Enterprise folder, double-click the EpicorSocialEnterprise.exe file. 

3. The Epicor Social Enterprise Setup dialog displays. Click Next. Processing status bar displays. 

4. The Epicor Social Enterprise Setup Complete window displays. The Run Epicor Social Enterprise 

Configuration now check box is selected by default. Click Finish. 

5. The Epicor Social Enterprise Configuration application launches. On the Epicor Social Enterprise Database 

dialog, specify the SQL Server for the Epicor Social Database. Select the Use Windows Authentication 

option or enter the User Name and Password for your SQL Server service account. Click Test to verify your 

SQL connection. Click the Next arrow. Your dialog may look similar to the following: 

Epicor 10.0.700 

33



6. If you install Epicor Social for the first time, use the Initial User dialog to create the initial user of the Social 

Enterprise system. Enter your User Name and Password which will be used to login to the Social Enterprise 

application. The password must be eight or more characters. It is recommended that you keep a record of 

the data you enter in this field. You will need to reference it later. Click the Next arrow. Your dialog may 

look similar to the following: 

Note If you update existing Epicor Social installation, this window does not display. 

7. On the CDC Service dialog, select whether you want to use a Built-in account or a Custom account for 

the change data service. If you use Custom account, make sure this account has Log on as a service rights 

and can access the SQL Server where the Epicor Social Database is located. Click the Next arrow. 

Important If your Epicor ERP application server uses Windows endpoint binding for authentication, 

you must select Custom account for CDC service. The Custom account you create must link back to 

a system User ID with Single Sign-On feature set up and Allow Session Impersonation option selected. 

34 

Epicor 10.0.700



Your dialog may look similar to the following: 

8. On the Web Site dialog, select location for Epicor Social Enterprise web site and specify account credentials. 

You can use a Built-in account or a Custom account. If you use Custom account, make sure this account 

is a member of the IIS_IUSRS group on the Web server. Click the Next arrow. 

Important If your Epicor ERP application server uses Windows endpoint binding for authentication, 

you must select Custom account for the Social Enterprise web site identity. The Custom account you 

create must link back to a system User ID with Single Sign-On feature set up and Allow Session 

Impersonation option selected. 


Epicor 10.0.700 

35



9. On the Run Setup dialog, review the steps that will be performed during the upgrade. Click Run Setup. 

The system status bar indicates the progress of the setup. Blue arrow marks are used to show when a process 

is completed. If issues are encountered, you can click the X to get details to resolve the issue. 


10. The Setup Complete dialog displays. To review the upgrade log file, you can click the Log file link to open 

the file. To close the dialog, click the X button. 


11. If your application server uses Windows binding, you must manually set the authentication for the ESE web 

site to match. To do this, disable Anonymous authentication and enable Windows authentication. 

Important Do not skip this step! If you use Windows binding, it is important to manually set the 

authentication. 

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The Epicor Social Enterprise installation is complete. 

Note You can re-run Epicor Social Enterprise Configuration again later to change the settings. 

7.4 Log In to Epicor Social Enterprise 

Use these steps to log in to Epicor Social Enterprise. 

1. Open an internet browser and enter http:///ESE where is the web server 

specified during configuration. The Please log in page displays. Your screen may look similar to the following: 

2. Enter the User ID and the Password for the initial user. 

3. Click Log In. The user Home page displays. 

4. Optionally, select the Keep me logged in check box. 

Epicor 10.0.700 

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7.5 Configure Email Server 

Use the following steps to configure connections to POP3 and SMTP mail servers for Epicor Social Enterprise. 

1. On the Home page toolbar, click the Menu button and select the Admin icon on the toolbar that displays. 

The Administration page displays. Your screen may look similar to the following: 

2. Click either POP3 Server Configuration or SMTP Server Configuration to display the corresponding 

configuration window. 

3. Define POP3 or SMTP server settings. To obtain the settings, review the mail server documentation or contact 

your mail server administrator. 

4. Click Test Saved Configuration to verify the connection prior to saving. 

5. Verify the Active checkbox is selected. Active must be selected for both the SMTP and POP3 email servers 

for email processing to function without error. 

6. When done, click Save Changes. 

Important User names, passwords, and connection strings are encrypted for storage in the social 

enterprise database. 

7.6 Configure Web Site URL 

Use these steps to set the Epicor Social Enterprise website public URL that will be applied in template-based 

emails. A valid public website URL is required for email processing to function without error. 

1. On the Home page toolbar, choose Menu > Admin to display the Administration page. 

2. On the Administration page, click Web Site URL Configuration to display the Site Property dialog box. 

38 

Epicor 10.0.700



3. In the Value field, enter the public URL for the Epicor Social Enterprise website. This URL will be applied, in 

template-based emails, to create links to Epicor Social Enterprise content. 

4. Click Save Changes. 

7.7 Create Notification Source 

Use these steps to create a notification source and make it available for users. 

Notification source defines connection to an ERP database, the URL for the Epicor application server that uses 

the database, the URL for Enterprise Search, and the URL for Epicor Web Access. These settings are applied to 

background processes that monitor database changes which require notification messages generation. 


The Administration page displays. 

2. Click Notification Source Administration. The Notification Sources page displays. This page provides a 

list of all currently configured notification sources for the social enterprise. 

3. Click Create New Notification Source. The Create New Notification Source window displays. Specify 

properties for a new notification source: 

Note You might need to verify some values to specify as notification source properties. To do this, 

go to the client\config folder in your Epicor application installation and open the *.sysconfig file 

where you can find such data as the Application Server URL, Endpoint Binding type, Connection 

Timeout, and WCFCertValidation. 

a. In the Name field, enter the notification source display name for lists, profiles, and properties pages. 

The value in this field is also used to auto-generate the notification source ID used by the system. 

b. In the Description field, enter the notification source description displayed to users. The description 

should include such information as which ERP system the source supports. 

c. In the Connection String field, specify the SQL Server connection string for the source ERP database. 

Example 

Server=MyServerName;Database=MyDatabaseName; 

User ID=MyUserName;Password=MyPasswordName; 

Application Name=Epicor.Social.ActivityStreams 

Or 

Example 

Server=MyServerName;Database=MyDatabaseName; 

Trusted_Connection=True; 

Application Name=Epicor.Social.ActivityStreams 



Epicor 10.0.700 

39



d. In the Application Server field, enter the URL for the Epicor ERP application server that is configured 

to use the source ERP database specified in Connection String. 

Example 

net.tcp://localhost/ICE3 

The user's Epicor application user name and password are validated against the application server when 

the user registers a notification source, during subsequent processing of notification subscriptions, and 

searching of the registered notification source. 

e. In the Endpoint Binding drop-down list select the same binding that was configured in the Epicor 

application server. The options include: UsernameWindowsChannel, Windows, and UsernameSSLChannel. 

Note If your Epicor ERP application server uses Windows endpoint binding for authentication, 

you must use a Custom account for Epicor Social. This Custom account must link back to a system 

User ID with Single Sign-On feature set up and Allow Session Impersonation option selected. 

f. Specify the Connection Timeout value. 

g. If you use the UsernameSSLChannel endpoint binding, select the Validate WCF Certificate check box 

to run X.509 SSL Certificate authentication. 

h. If you use the UsernameSSLChannel endpoint binding, you should enter the expected Domain Name 

System (DNS) identity of the server in the DNS Identity field. When the system runs WCF Certificate 

authentication, it uses this identity value to validate the application server. 

i. Use the Active check box to define whether the social enterprise's Epicor CDC Log Reader service should 

actively check the notification source database log table. If you clear the Active check box, the log reader 

skips this notification source when checking for changes. Notification messages are not generated for 

this source until you re-select the Active check box. 

j. In the Enterprise Search Url field, specify the URL for the Epicor Enterprise Search server and search 

index that will be used by this notification source to obtain ERP data. 

Example If you use the Enterprise Search default 8098 port and the Epicor Social Enterprise 

EpicorSocialEnterpriseIndex search index name, the URL may look similar to the following: 

http://DomainName:8098/search/EpicorSocialEnterpriseIndex 

k. In the Epicor Web Access Url field, enter the URL for the Epicor Web Access (EWA) installation which 

opens when user clicks the Open With command in a notification message or notification source search 

results record. If you do not have Epicor Web Access configured, you can specify the EWA URL later. 

Example 

http://DomainName/EpicorWebAccess 

4. Click Save Notification Source. 

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7.8 Invite Users 

Use these steps to create a new user account. 

Note Users may also create an Epicor Social account by using any Social feature in a connected Epicor 

ERP. 


The Administration page displays. 

2. Click Invite User. The Invite a new user to Epicor Social Enterprise window displays. 

3. In the User ID field, enter the user ID you want to associate with the account and display as an active link 

in messages and lists. The user ID cannot contain spaces. 

Once the account is created, the user cannot edit their user ID. The value you provide in the User ID field 

is also applied as the user's name in the initial configuration of their user profile. The user can edit their 

name after logging in. 

4. Enter the primary Email Address associated with the account. 

5. In Access Level, select Standard (default) or Administrator to specify whether the account has rights to 

perform administrative actions for the social enterprise. 

6. Click Invite. The new account is created and an email is sent to the new user's primary email address. The 

email provides a link to the password setup page, where the user can establish a password and log in for 

the first time. 

Alternatively, you can click Invite & Keep Form Open. The current invitation is sent and the fields are 

cleared so that you can invite another user. 



Epicor 10.0.700 

41

Install and Deploy Epicor Web Access (EWA) 


8 Install and Deploy Epicor Web Access (EWA) 

Use these steps to install and deploy Epicor Web Access (EWA). Note that you must have Microsoft Internet 

Information Services (IIS) 7.5 or higher installed. The Epicor Web Access forms and components are an optional 

installation and are required only if browser-based access to your Epicor application environment is desired. 

Note While it is possible to deploy the Epicor Web Access forms on your Windows based Epicor Server, 

it is not recommended. For optimal performance and ease of maintenance, a separate Internet Information 

Server is recommended. 

8.1 Install Epicor Web Access Utilities 

Use these steps to install the Epicor Web Access Utilities prior to installing Epicor Web Access. During the utilities 

installation, the forms and components that are delivered as part of the Epicor application server installation are 

configured. 

1. Navigate to the Epicor Web Access folder in the path where your Epicor application is installed. For example, 

go to C:\Epicor\[product]\[version]\SupplementalInstalls\Epicor Web Access. 




2. Copy the entire Epicor Web Access folder to the machine with the Internet Information Server (IIS) that 

will host your Epicor Web Access web site. 

3. Run the pre-installation configuration process. To do this, complete the following: 

a. Navigate to the Epicor Web Access Utilities folder. For example, go to 

C:\Epicor\[product]\[version]\SupplementalInstalls\Epicor Web Access\Epicor Web Access Utilities. 




b. Run the Setup.exe file. 

c. On the Welcome dialog, click Next. 

d. On the Select Installation Folder dialog, click Next to use the default path or browse and select a different 

path. 

e. On the Confirm Installation, click Next. The Epicor Web Access utilities are installed. 

f. Click Close to exit the utilities installer. 

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4. Verify the Epicor Web Access Utilities were installed properly. To do this: 

• 

• 

On Windows Server 2012, press + F to display the Charms bar and select Apps. The Apps 

screen is displayed. 

On Windows Server 2008 R2, navigate to Start > All Programs > Epicor Software > [Product] > 

Epicor Administrative Tools > Epicor Web Access Utilities. 

5. Verify that the following Epicor Web Access Utilities are listed: 

• Epicor Lightweight Client Install Updater 

• Epicor Web Access Installer 

• Epicor Web Access Uninstaller. 

8.2 Install Epicor Web Access 

Use these steps to install Epicor Web Access for your Epicor application. During the installation you specify the 

location of the Web Forms Package and Web Services Package. 

1. Navigate to Start > All Programs > Epicor Software > [Product] > Epicor Administrative Tools > 

Epicor Web Access Utilities > Epicor Web Access Installer. 

Note To run the Epicor Web Access installer on Windows Server 2008 or Windows 7, you must 

launch the installer as an Administrator. To do this, right-click on the Epicor Web Access Installer 

option, and select Run as Administrator from the menu. 

2. The Epicor Web Access Setup Wizard opens. Click Next. 

3. The Basic Installer Settings dialog opens. It may look similar to the following: 

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Enter the following information: 

a. Web Forms Package: Click the browse (...) button to browse and select EpicorWebAccessForms.zip 

located in the \Epicor Web Access folder. The .zip file stores the files that are related to web forms 

such aspx, js, and css. 

b. Web Services Package: Click the browse (...) button to browse and select EpicorWebAccessServices.zip 

located in the \Epicor Web Access folder. The .zip file stores the files that are related web services such 

as asmx and dll. 

c. Click Next. 

4. The Site Settings dialog opens. It may look similar to the following: 


a. Epicor Web Access Site: Enter your site name. 

b. Install Path: Enter the directory path where the EWA files will be located. The final installation directory 

uses both the Install Path and the Epicor Web Access Site values. For example, if you enter "EWATest" 

as your Epicor Web Access Site, and "C:\temp" as your Install Path, then the final installation path would 

be "C:\temp\EWATest". 

c. Web Site: Select the IIS web site where the application will get created. For example, in IIS, the web site 

Default Web Site is always available. If you want to select a different web site, you can create one using 

the IIS Admin Console. 

d. App Pool: Select the Application Pool that will be used by the Epicor Web Access application. The 

drop-down list displays only the application pools that are set to use Integrated Pipeline mode. If the list 

is empty, click the New button to create a new application pool that uses an Integrated pipeline. 

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e. Enable Single Sign-On: Select this check box to use Windows authentication for a single sign-on. If it 

is not successful, it prompts for an EpicorWeb login. 

Note You can find more information about using the Single Sign-On feature within the application 

help under the Epicor Web Access > Epicor Web Access Implementation > Enable Single 

Sign-On topic. 

f. Application Server URI: Enter the Application Server URI. Note that "net.tcp://" is already part of the 

field value default so you do not need to enter ".net.tcp://" as part of the path. For example, only enter 

the part of the path the follows "net.tcp://" as defined in your sysconfig file. 

g. Application Server Binding: Select the same binding that was configured in the Epicor application 

server. The options include: UsernameWindowsChannel, Windows, and UsernameSslChannel. 

h. Click Next. 

5. The Reporting Settings dialog may open. If it opens, it may look similar to the following: 


a. Enable Crystal Reporting: Select this check box only if you use custom Crystal reports. Leave it clear 

if you use SSRS reporting. 

b. Report AppServer. The Report AppServer defaults to the name of the web server. If Crystal Reports is 

installed on a different server, change this name to identify the name of the server where it is installed. 

c. Report Monitor Polling for Server (ms): Select the number of milliseconds for report polling from the 

web server. 

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d. High Priority Interval For Client (ms): Select the number of milliseconds the process waits immediately 

after the report is submitted. When the time is greater than High Priority Duration for Client time, the 

process shifts it to Low Priority Interval for Client. 

e. Low Priority Interval For Client (ms): Select the number of milliseconds the process waits between 

process after the time specified for the High Priority Duration for Client is done. 

f. Auto Purge Older Reports For Server (days): Select the number of days the report is available before 

it is automatically delete from the server. 

g. High Priority Duration for Client (ms): Select the number of milliseconds for the duration time that 

the reports check for new reports. This setting is similar to the System Monitor in the Win Client. When 

the duration times out, it sets it to Low Priority Interval For Client. 

h. NLB Report Repository: Specify the NLB (Network Load Balancing) report repository location. This 

location is a shared repository that can be accessed by other EWA installations. This is an optional field. 

i. Click Next. 

6. The Create Epicor Web Access Site Summary dialog opens. Review the information. Click Finish. The Web 

Forms and Web Services are installed. When it completes, click Exit. 

7. If you entered an Epicor Web Access Site name that already exists, the Install Options dialog opens. Review 

the options and click the button that specifies your desired installation option. Options include: 

• Install New Site. Select this button to install a new Epicor Web Access site using the name you specified. 

The installation will remove all the web forms and assemblies that were previously installed in the site, 

and it will install new web forms and new assemblies. 

• Upgrade Site. Select this button to keep the existing Epicor Web Access site in place. The installation 

will overwrite all Epicor web forms and replace any changed assemblies. Custom forms will be kept in 

place. 

• Cancel. Select this button to cancel the installation. 

8. To verify that the installation was successful, in Windows Explorer enter the Epicor Web Access URL. 

For example, enter http:////default.aspx where is the name 

you specified as your server and is the name you specified as your Epicor Web Access Site. 

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9. If your Epicor Web Access installed successfully, a window similar to the following should appear: 

10. Enter a valid User ID and Password that you use to log into your Epicor application. Note that this sign-in 

consumes a user license. Click the Login button (arrow). 

Note If you want to use a Time and Expense (TE) or Customer Relationship Management (CRM) 

license, go to the login page using the following URLs respectively: 

• http:////ice.ewa.shell.aspx?LicenseType=TE 

• http:////ice.ewa.shell.aspx?LicenseType=CRM 

During deployment of EWA, users of TE and CRM license types should set up browser Favorites using the 

appropriate style of URL. 

8.3 Assign Properties and Sharing for EWA 

Use the following steps to assign required properties and sharing to the EpicorWebAccess folder so that the 

ASP.NET account has write access. Write permission is required for the whole virtual folder if you are deploying 

customizations and dashboards to EWA. Write permission for just the Resource folder is required if you are using 

charts and localization with EWA. Note that the steps differ based on your environment. 

8.3.1 Using Windows Server 2012 

1. On your application server, open the Server Manager. 

2. Click File and Storage Services and then click Shares. 

3. In the middle pane, from the Tasks drop-down menu, select New Share. The New Share Wizard appears. 

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4. On the Select Profile dialog, select the share profile. For example, select SMB Share - Quick. Click Next. 

5. On the Share Location dialog, select to Type a custom path, and click Browse. 

6. In the Select Folder window, navigate to the Epicor Web Access virtual directory. For example, if your 

Epicor Web Access was installed to IIS, the default directory is: C:\inetpub\wwwroot\EpicorWebAccess. Click 

Select Folder. Click Next. 

7. On the Share Name dialog, do not change the share name. Note the local path and the remote path displayed. 

Click Next. 

8. On the Other Settings dialog, keep the default settings. Click Next. 

9. On the Permissions dialog, click the Customize Permissions button and set the following: 

a. On the Permissions tab, assign Write permissions to IIS_IUSRS group. The IIS_IUSRS group should 

have Allow selected for Read & Execute, List Folder Contents, Read, and Write. 

b. On the Share tab, select to share this folder. 

c. Click OK to accept the permissions. Click Next. 

10. On the Confirmation dialog, review the settings and click Create. Then click the Close button to close the 

New Share Wizard. 

8.3.2 Using Windows Server 2008 R2 

1. Navigate to the Epicor Web Access virtual directory. For example, if your Epicor Web Access was installed 

to IIS, the default directory is: C:\inetpub\wwwroot\EpicorWebAccess. 

2. Right-click the Epicor Web Access folder and select Properties. 

3. On the Sharing tab, click the Share button. After the share is complete, click Done. 

4. On the Security tab, select the IIS_IUSRS group from the Group or user names list. 

5. Click the Edit button. Re-select the IIS_IUSRS group. 

6. In the Permissions for IIS_IUSRS list, select the Write check box in the Allow column. 

Note The selected group now has Allow selected for Read & Execute, List Folder Contents, Read, 

and Write. 

7. Click OK until you exit. 

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8.4 Deploy Epicor Web Access Forms 

Use these steps to deploy Epicor Web Access forms. The delivered web forms are generated at the same version 

as the Epicor application software deployed in the release. The Web Menu includes the forms that are available 

for Epicor Web Access. 

1. Epicor Web Access includes the majority of the Epicor application forms, with a few exceptions of the 

drag-and-drop scheduling forms and most of the system setup forms. Review the list of form exceptions, 

which include: 

• Job Scheduling Board 

• Multi Resource Scheduling Board 

• Resource Scheduling Board 

• Business Activity Query Designer 

• BPM Method and Data Directive Maintenance 

• Financial Report Designer 

• Menu and Security Maintenance 

• Mobile, Customer and Supplier Connect Maintenance 

• Translation Maintenance 

• System Agent 

• W2 Processing 

To find the complete list of form exceptions, navigate to the clientdeployment/client/res folder. With a text 

editor, open the WebAccess.xml file. Scroll through the file to view the forms that are not included. 

2. Determine if you need further control over web forms that you need to exclude from Epicor Web Access. 

To exclude a form, use Menu Maintenance (using the Epicor Smart Client) and on the Security sheet, 

select the Exclude Epicor Web Access check box associated with each menu option. 

Note Epicor Web form supports group access security so this exclusion is only required when a form 

should be available to users from the Epicor Smart client but not the Epicor Web Client. 

3. Determine if you need to customize any forms or create any user dashboards since these must be specially 

generated for Epicor Web Access. 

Note When deploying customized forms to EWA, the following are limitations on what can be 

converted: 

• Forms that have customization code that is written in VB.NET cannot be deployed to EWA. 

• Forms that have embedded Appbuilt/dashboard panels cannot be deployed to EWA. 

Note A prerequisite for generation is that any customization script must be supported in C# rather 

than VB.Net code. This is due to the fact that the process converts customization code from C# into 

Java Script for Browser deployment. This process is not possible from VB.Net code. Although VB.Net 

is supported for backward compatibility with the Epicor application, it is not recommended that new 

customizations are created using VB.Net with the Epicor application since they do not generate for 

Web Access without conversion to C#. 

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4. Determine how to process the customizations and dashboards containing customization code in VB.Net 

that were created prior to upgrading your Epicor application. You must either recreate those customizations 

using C#, or manually convert code either by hand or using a commercially available VB.Net to C# conversion 

routine. Instructions are available in a the document entitled Guidelines for Conversion of VB.Net to C# 

Customization Code in Epicor Application. Contact Epicor Support for this documentation. 

5. If you want certain users to use a Time and Expense (TE) or Customer Relationship Management (CRM) 

license, direct them to use the following URL style to get to the login page: http:////default.aspx?LicenseType=TE or http:////default.aspx?LicenseType=CRM. 

Direct users of TE and CRM license types to set up browser Favorites using the appropriate URL. 

8.5 Configure Epicor Web Access 

Use these steps to configure Epicor Web Access within your Epicor application. 

1. Navigate to System Setup > Company/Site Maintenance and open the Company Maintenance program. 

2. On the General Settings tab, in the Web Access section, enter your Web Access URL. For example, enter 

http:///. 

3. Enter your Metadata Output Path. This is from the perspective of a client workstation that might be 

generating Epicor Web Access forms. The default path is C:\inetpub\wwwroot\EpicorWebAccess. 

For example, enter: \\\ where is the name of your web server 

and is a share on that server to your Web Access site name. Example: 

c:\inetpub\wwwroot\. 

4. Click Save. 

8.6 Assign Resource Folder Properties and Sharing 

Use these steps to assign required properties and sharing to the Resource folder. 

1. Navigate to the Epicor Web Access virtual directory. For example, if your Epicor Web Access was installed 

to IIS, the default directory should be C:\inetpub\wwwroot\EWA\Resources 

2. Right-click on the Resources folder and select Properties. 

3. Click the Security tab. Select the IIS_IUSRS group from the Group or user names list. 

4. Click Edit. 

5. Re-select the IIS_IUSRS group. 

6. In the Permissions for [group] list, select the Modify and Write check boxes in the Allow column. 

Note The selected group now has Allow selected for Modify, Read & Execute, List Folder Contents, 

Read, and Write. 

7. Click OK until you exit. 

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8. Right-click on the Resources folder and select Sharing and Security. 

9. Select the Share this folder check box. Click OK. 

8.7 Install Full Adobe Reader on Epicor Web Access Client 

Use the following steps to install Adobe Reader on your Epicor Web Access client. Installing the full Adobe Reader 

installs the appropriate browser add-on that is required to render and view report .pdf files (from IIS). 

1. Go to the Adobe Reader website. The link is: http://get.adobe.com/reader 

2. Download the latest version of Adobe Reader. 

8.8 Update Epicor Lightweight Client Installer File 

Use the following steps to update the lightweight Epicor Web Access client installer .msi file. A lightweight 

client allows a local smart client to work in conjunction with the EWA browser client to provide functionality not 

available from EWA forms. 

1. Verify that your Epicor Web Access site has been created. 

2. Open the Epicor Web Access Utilities. To do this, navigate to Start > All Programs > Epicor Software > 

Epicor Administrative Tools > Epicor Web Access Utilities. 

3. Select the Epicor Lightweight Client Install Updater program. 

4. Enter or browse for the Installer File Name. The file is called SmartClientInstall.msi file and it is located 

in the following folder: C:\inetpub\wwwroot\\SmartClientInstaller. 

5. Enter the Deployment server URL. To find the value, do the following: 

a. On the smart client, go to the \config directory. 

b. Open the configuration file for that smart client. For example, open the default *.sysconfig file. 

c. Locate the line: . 

d. Copy the value and paste it into the Deployment server URL field. 

6. Enter your Configuration file name. For example, enter the configuration file used by your smart client, 

such as *.sysconfig. Click OK. 

7. When the installation is finished, click OK. 

8. To test that the Epicor Lightweight Client Installer file was updated, do the following: 

a. Open Epicor Web Access. 

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b. Click on the Download Smart Client Installer icon that is located in the toolbar. Your toolbar may 

look similar to the following: 

c. The Epicor Lightweight Client Installer is downloaded to your machine. 

8.9 Configure EWA Reporting URL Display Features 

If you use Windows Server 2008 R2 for your web server you must use these steps to configure the Epicor Web 

Access report display feature. You need to configure both PDF and XLS report formats. 

8.9.1 Configure: Windows Server 2008 R2 Web Server - PDF 

If you use Windows Server 2008 R2, use the following steps to set up a PDF configuration. 

1. After creating an Epicor Web Access site, open Internet Information Server. 

2. Expand the Sites and Default Web Sites nodes. 

3. Locate the Epicor Web Site and single-click to enable the Feature view pane. 

4. Under IIS section, double-click to open Handler Mappings. 

5. In the Actions section, select Add Script Map. 

a. For the Request path, enter *.pdf. 

b. For the Executable, browse and select the file: 

C:\Windows\Microsoft.NET\Framework\v2.0.50727\aspnet_isapi.dll 

c. For the Name, enter AboMapperCustom PDF 32. 

d. Click Request Restrictions. 

e. Go to the Verbs tab. Select the One of the following verbs checkbox. 

f. Manually enter GET,HEAD,POST,DEBUG. 

g. Click OK. 

h. Review the Edit Script Map setup form. The values should be the same as you previously entered. Click 

OK. 

i. A message appears asking if you want to allow the ISAPI extension. Click Yes. 

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8.9.2 Configure: Windows Server 2008 R2 Web Server - XLS 

If you use Windows Server 2008 R2, use the following steps to set up a XLS configuration. 

1. Under IIS section, double-click to open Handler Mappings. 

2. In the Actions section, select Add Script Map. 

a. For the Request path, enter *.xls. 

b. For the Executable, browse and select the file: 

C:\Windows\Microsoft.NET\Framework\v2.0.50727\aspnet_isapi.dll 

c. For the Name, enter xlsMappingCustom XLS 32. 

d. Click Request Restrictions. 

e. Go to the Verbs tab. Select the One of the following verbs checkbox. 

f. Manually enter GET,HEAD,POST,DEBUG. 

g. Click OK. 

h. Review the Edit Script Map setup form. The values should be the same as you previously entered. Click 

OK. 

i. A message appears asking if you want to allow the ISAPI extension. Click Yes. 

8.10 Generate Web Forms for Customized Epicor Application Forms 

Use these steps to generate Web Forms for customized Epicor application forms. 

1. Verify that the account that runs the Application Server's IIS application pool has Read & Write permissions 

to the Epicor Web Access MetaData Output Path. To do this: 

a. Navigate to System Setup > Company/Site Maintenance and open Company Maintenance. 

b. In the Web Access section, review the MetaData Output Path. For example, 

C:\inetpub\wwwroot\EpicorWebAccess. 

c. Open your IIS Manager. To do this, go to Control Panel > Administrative Tools and open Internet 

Information Services (IIS) Manager. 

d. Select the Application Pool node. From the list, locate your Epicor Web Access application pool. Review 

the Identity assigned to the application pool. 

e. Verify that the Identity assigned has Read & Write access to the MetaData Output Path that is defined 

in Company Maintenance. 

2. On the Epicor smart client, navigate to the User Account Maintenance > Options tab. Verify that the 

Customization Privileges check box is selected. 

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3. Launch the Developer Mode. To do this in the Classic view, from the Options menu select the Developer 

Mode check box. To do this in the Modern view, from the Settings tile, select General Options > Developer 

Mode. 

4. Run the Customized form under the customization that you wish to Generate. 

5. From the Tools menu of the customized form, select Generate Web Form. 

6. Click OK. The customized form is generated to the Epicor Web Access site. 

7. If you customize a program's dialog you must generate a web form for that panel. To do this, in the smart 

client, open the dialog. Right-click on the form, and select Generate Web Form. 

Note You must manually deploy each customized dialog to the EWA site. You cannot use the Tools 

> Generate Web Form option or the Customization Maintenance program. 

8.11 Generate Web Forms for User Dashboards 

Use these steps to generate Web Forms for user Dashboards. 

1. Verify that the account that runs the Application Server's IIS application pool has Read & Write permissions 

to the Epicor Web Access MetaData Output Path. To do this, use the instructions in the previous section for 

generating web forms for custom forms. 

2. On the Epicor smart client, navigate to the User Account Maintenance > Options tab. Verify that the 

Dashboard Developer check box is selected. 

3. Open the Dashboard for which you want to generate a web form using the Developer Mode. To launch the 

Developer Mode, from the Dashboard's Tools menu, select Developer. 

4. From the Tools menu, select Deploy Dashboard. 

5. To make this dashboard available as a smart client application, select one of the following options: 

• Select the Deploy Smart Client Application check box. With this option selected, you can then later 

add this dashboard as a node on the Main Menu and access from within EWA site. 

• Select the Add Favorite Item check box. With this option selected, the dashboard becomes part of the 

Favorites > Dashboard Assemblies group found on the EWA Home Page. 

• Select the Generate Web Form check box. With this option selected, the dashboard is deployed as a 

web form you can access from the EWA site. 

6. Click the Deploy button. 

7. Once the deployment process is finished, click OK. 

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8.12 Generate Web Forms for Epicor Application CSF Forms 

Note You must use the Epicor ERP 10 application to generate web forms for CSF because Epicor Web 

Access does not support the Options button by which you can select the number of rows to return. 

1. Navigate to System Management > Upgrade/Mass Regeneration > Customization Maintenance. 

2. Click the Name button. The Customization/Personalization Search window opens. 

3. In the Type drop-down list, select Localization. 

4. Click the Options button. In the Search Options window, select the Return All Rows check box. Click OK. 

5. In the Customization/Personalization Search window, click Search. The Search Results panel displays all 

CSF customization. Click Select All. 

6. From the Actions menu, select Generate All Web Forms. Click Yes in the confirmation window. 

8.13 Review Supported Browsers and Configuration 

Use these steps to review the browsers and browser configurations that are supported with Epicor Web Access. 

1. Verify that one of the following browsers is installed on your system. Note that Epicor application supports 

only the latest releases of these browsers. 

• Internet Explorer 

• Mozilla Firefox 

• Apple Safari 

• Google Chrome 

Note Apple Safari and Google Chrome are supported on the desktop only. These browsers are not 

certified to run Epicor Web Access on tablets and mobile devices. And also note that not all browsers 

may function with the legacy Crystal reporting method. 

2. If you use Microsoft Silverlight, be aware that it cannot be used in browsers running in 64-bit mode. 

3. If you use Firefox, complete the following steps to change your security settings to support JavaScript popups 

such as the search dialog box: 

a. In the Navigation bar, type about:config. 

b. In the Filter text box, type signed.applets.codebase_principal_support. 

c. Double-click on the entry. The value changes from false to true. 

d. Restart Firefox. 

4. If you use Firefox, complete the following steps to access some Microsoft plug-in files to support Window 

Authentication: 

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a. In Firefox, browse to the following: http://www.microsoft.com/genuine/diag/default.aspx?displayLang=en 

b. Click the Start Diagnostics button. 

c. Follow the online instructions to add the plug-in files. 

8.14 Set Up Compression for Performance Tuning 

If you use Windows Server 2008, use the following steps to set up compression. With IIS 7, compression is enabled 

at the site level. Mime types are enabled globally and are applied to the applicationHost.config. 

1. Create a backup of the metabase. To do this: 

a. To create the backup, run this command: %windir%\system32\inetsrv\appcmd.exe add backup 

"My Backup Name" 

b. To restore the backup, run this command: %windir%\system32\inetsrv\appcmd.exe restore backup 


c. To delete the backup, run this command: %windir%\system32\inetsrv\appcmd.exe delete backup 


2. Enable Compression in IIS. To do this: 

a. In IIS, under Default Web Site, select the web site to be enabled. 

b. From the available IIS features, open the Compression feature. 

c. Select the Enable dynamic content compression and Enable static content compression check 

boxes. 

d. Click Apply. Exit from IIS, and save settings. 

3. The EWA extensions do not need to be modified. However, if you want to apply compression to specific 

extensions, you can do the following: 

a. Open the file: C:\Windows\System32\Inetsrv\Config\applicationHost.config 

b. Locate the httpCompression section. 

c. Edit the dynamicTypes and staticTypes sections to control which content gets compressed. IIS6 controls 

by file extension, IIS7 controls by mimeType. The "*" character is a wildcard and can be used in any 

combination. The easiest setup is to enable all with types */*. 

Here are some examples of enabling selective mimetype(s): 

dynamicTypes: 

 

 

 

 

staticTypes 

 

 

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8.15 Set EWA Server Timeout 

Use these steps to set the session timeout values for the server. The timeout values are entered in minutes. 

1. Using a text editor, such as Notepad, open the web.config file located in the root of the EWA web site. 

2. Locate the line. For example, the line may look similar to the following: 

3. Edit the timeout string portion that is in quotes. For example, change timeout = "20" to timeout = "60" 

to increase the timeout value from 20 minutes to 60 minutes. 

4. Save and close the file. 

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Install Languages 


9 Install Languages 

If you want to use other languages than English, use the following instructions to install language files on your 

Epicor application. 

9.1 Download Language File 

Use the following steps to download the language XML file to your workstation. 

1. Log on to EPICweb and go to the customer portal website. Navigate to Products > Epicor ERP version 10 

> Downloads. 

You can use this link: https://epicweb.epicor.com/products/epicor-erp/downloads. 

2. Navigate to Epicor ERP > Version 10.0 > Translations > . 

3. Select and download the language XML file to your workstation. 

9.2 Install Language File 

Use the following steps to install the language file. 

1. Login to the Epicor application. 

2. Navigate to System Setup > System Maintenance. Open the Language Maintenance program. 

3. Enter the ID of the language you want to load. If you do not know the language ID, click the Language ID 

button to use the search function. Clear the Installed check box, then click Search. 

Note To create a new Language ID, from the New menu, select New Language Name. 

4. From the Actions menu, select Import Translations. 

5. In the Import Translations window, click the browse button next to the Translation File field and navigate 

to the downloaded language file. Select the file and click Open. 

6. Click Import. 

The import process starts. You must wait till the process finishes prior to performing the next step. 

7. In the Language Maintenance window, from the Actions menu select Rebuild Translation Table. 

8. Close the Epicor application and open it again. 

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Install Languages 

9.3 Change Language Settings in the Current Session 

Use the following steps to change the language in the current session. 

1. In the main application menu, from the Options menu select Change Language. 

2. Select the installed language. 

3. Click OK. 

9.4 Change Language Settings for a User (Optional) 

If required, use the following steps to change the language for a user. 

1. Go to System Setup > Security Maintenance and open the User Account Security Maintenance 

program. 

2. Click the User ID button. Search and select the ID of the user for which you want to change language 

settings. 

3. On the Details sheet in the Language field, select the installed language. 

4. Click Save. 

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Install Service Bus for Windows Server 


10 Install Service Bus for Windows Server 

Use this section to install Service Bus for Windows Server. The Microsoft Service Bus is only required if you have 

Multi-Company functionality installed and you process multi-company transactions between more than one 

database. The Service Bus for Windows Server is not needed if you use Multi-company Direct functionality. Note 

that if you are migrating from Epicor 9.05, the Microsoft Service Bus replaces Progress Sonic. 

10.1 Download and Install Microsoft Service Bus 

Use the following steps to download and install Microsoft Service Bus for Windows Server from the Microsoft 

Download Center website. You use the Microsoft Web Platform Installer (Web PI) to install the product. 

1. Go to the Microsoft Download Center. Search for Microsoft Service Bus for Windows Server. You can use 

this link: http://msdn.microsoft.com/en-us/library/dn282144.aspx 

2. Select the link for: Getting Started with Service Bus for Windows Server 1.1. 

3. Under Install Service Bus for Windows Server, follow the steps to do the following: 

• Review the list of prerequisites. 

• Download the Microsoft Web Platform Installer. 

• Run the Microsoft Web Platform Installer to install Microsoft Service Bus, which is listed under Products 

> Windows Azure > Windows Azure Service Bus 1.1. Click Add to start the installation. 

4. When finished, close the Web Platform Installer. 

10.2 Configure Microsoft Service Bus 

Use the following steps to configure the Microsoft Service Bus for Windows Server program using the instructions 

from the Microsoft Download Center website. 

1. In the Configure Service Bus for Windows Server section, follow the steps to do the following: 

• From the Start menu, click All Programs > Service Bus 1.1. Open Service Bus Configuration. 

• Select to Create a New Farm - Using the Default Settings. 

• Configure farm databases, message center database, and Service Account. 

• Define your certificate generation key and configure your Service Bus namespace. 

• Review the summary and apply the configuration. 

2. To verify your installation and configuration was successful, select Start > Control Panel > Administrative 

Tools > Services. Verify that the following Service Bus services are installed: 

• Service Bus Gateway 

• Service Bus Message Broker 

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Configure Country Specific Functionality (CSF) 

11 Configure Country Specific Functionality (CSF) 

This section provides additional information about CSFs, lists CSFs available in Epicor 10.0.700, describes additional 

post-migration steps for CSFs, and includes instructions on how to install CSF Language. 

Starting from Epicor 10 CSFs are part of Epicor Installer. Use the steps in the Epicor ERP Installation guide to 

enable CSFs for required countries using Epicor Administration Console, and then navigate to EPICWeb portal 

to download supplemental files for Epicor 10 CSF, such as Functionality Guides, CSF Language Translations and 

so on. 

Note CSF packages from previous Epicor versions are not compatible with Epicor 10. 

11.1 CSFs in Epicor ERP 10 

This chapter lists CSFs available in Epicor 10.0.700. 

Note You can enable multiple CSFs on one Epicor installation with any number of application 

servers/databases. Only one country can be activated for a company. 

Country Specific Functionality for the following countries are available in Epicor 10.0.700. 

• Australia (AU) 

• China (CN) 

• Colombia (CO) 

• Czech Republic (CZ) 

• Denmark (DK) 

• Finland (FI) 

• France (FR) 

• Estonia (EE) 

• Germany (DE) 

• India (IN) 

• Japan (JP) 

• Malaysia (MY) 

• Mexico (MX) (See Note below) 

• New Zealand (NZ) 

• Norway (NO) 

• Peru (PE) 

• Poland (PL) 

• Romania (RO) 

• Sweden (SE) 

• Switzerland (CH) 

• Taiwan (TW) 

• Thailand (TH) 

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• United Kingdom (GB) 

• Vietnam (VN) 

Country Specific Functionality for the following countries are not available in Epicor 10.0.700. 

• Argentina (AR) 

• Russia (RU) 

• Turkey (TR) 

Note If you use Mexico Country Specific Functionality (CSF), you must download a required HotFix file in 

order for the CSF Mexico functionality to work with release 10.0.700.4. After installing Epicor 10.0.700.4 

with CSF Mexico, log on to EPICweb Customer portal website. Navigate to Products > Epicor ERP Version 

10 > Downloads. Expand Epicor ERP > Version 10.0 > Country Specific Functionality > Mexico. 

Download the Mexico_HotFix_100_700_4.zip file and extract it into the [...]/Server/CSF folder. Also 

download the Mexico_HotFix_Installation_Guide_100_700_4.pdf file for instructions on installing the 

HotFix and then loading and removing customization forms. 

11.2 Additional Post-Migration Steps for CSFs 

After installation of Epicor 10.0.700 (review the Epicor 10 Installation Guide for details) or migration of Epicor 

9.05.702A to Epicor 10.0.700 (review the Epicor 10 Migration Guide for details), refer to Country Specific 

Functionality Guides for any additional steps that can be required to setup your CSFs in Epicor ERP. 

11.3 Install CSF Language 

Use this section to install CSF language. The CSF language must be installed after the CSF functionality has been 

enabled and configured. 

The procedure that follows is common for all CSF packs, all versions of builds and of translations. You can use 

any translation version with any build version. If you are using an old version of the Epicor build or CSF pack, and 

translations are not available for the corresponding branch on the CSF download portal, you can import translations 

from the latest build branch. 

Note You will have a proper CSF translation installed only if you have imported both standard and CSF 

translation files. Refer to the Install Languages section earlier in this guide for instructions on how to install 

standard translation file. 

11.3.1 Install CSF Language File 

Complete the following steps to download and install the language file for your Country Specific Functionality 

(CSF). 

1. Log on to EPICweb and go to the customer portal website. Navigate to Products > Epicor ERP version 10 

> Downloads. 

You can use this link: https://epicweb.epicor.com/products/epicor-erp/downloads. 

2. Navigate to Epicor ERP > Version 10 > Country Specific Functionality >. Download 

the CSF language XML file. 

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3. Navigate to System Setup > System Maintenance and open the Language Maintenance program. 

4. Enter the ID of the language you want to load. If you do not know the language ID, click the Language ID 

button to use the search function. Clear the Installed check box, then click Search. 

Note To create a new Language ID, from the New menu, select New Language Name. 

5. From the Actions menu, select Import Translations. 

6. In the Import Translations window, click the browse button next to the Translation File field and navigate 

to the downloaded CSF language file. Select the file and click Open. 

7. Click Import. 

The import process starts. You must wait till the process finishes prior to performing the next step. 

8. In the Language Maintenance window, from the Actions menu select Rebuild Translation Table. 

9. Close the Epicor application and open it again. 

The CSF language file is now installed. 

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Upgrade to Epicor Service Connect 10 


12 Upgrade to Epicor Service Connect 10 

If you use Epicor Service Connect, you must upgrade to the latest version. Use the following instructions to locate 

the installation instructions in order to upgrade to the latest version of Epicor Service Connect. 

1. Logon to the EPICweb Customer portal. Navigate to Products > Epicor ERP > Downloads. Expand Epicor 

Service Connect > Version 10.0. 

2. In the Available Downloads list, select and download the latest Epicor Service Connect installation zip file. 

3. Extract the files. Navigate to the Documents folder to locate the Epicor Service Connect Installation Guide. 

4. Use the guide to upgrade Epicor Service Connect. 

5. After your upgrade, test your system to verify that Epicor Service Connect works successfully. 

13 Upgrade to Infragistics NetAdvantage 

If you use Epicor's Software Developer's Kit (SDK) to modify or extend the application forms, you may need to 

upgrade the Infragistics NetAdvantage version that is used by your Epicor application. See the SDK documentation 

for specific version information. 

1. Review the SDK documentation that came with Epicor ERP 10. The document includes recommended steps 

for a successful migration. 

2. Follow the Infragistics Upgrade instructions and, as a minimum, choose to install the Infragistics .NET 4.5 

components. 

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Set Up Multi-Company Functionality 

14 Set Up Multi-Company Functionality 

Use this section to set up your Epicor 10 application to support multi-company functionality. You can also review 

the Multi-Site Technical Reference Guide for this information. This guide is located within the application help 

under the Multi-Site Management > Working With > Multi-Site Technical Reference Guide topic. 

14.1 Verify Multi-Site Management License 

Verify you have the Multi-Site Management license module codes for both companies participating in 

Multi-Company communication. If the companies reside on different databases, a separate serial number is 

required. 

14.2 Verify Service Bus Status 

Use the following steps to verify the Service Bus status. The Service Bus must be running in order for two companies 

to communicate in a Multi-Company environment. 

1. Select Start > Control Panel > Administrative Tools > Services. 

2. Verify that the following Service Bus services are installed and started: 

• Service Bus Gateway 

• Service Bus Message Broker. 

14.3 Verify an External System Record 

Use the following steps to verify an external system record. 

1. Verify the status of External System Record. To do this, in Epicor ERP 10 application, navigate to System 

Setup > External System Integration > External System Maintenance. 

2. Click the External System button and search for the Multi (Multi-Company Direct) record. 

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The External System record may look similar to the following: 

14.4 Create an External Company Record 

Use the following steps to create an external company record. 

1. Navigate to System Setup > External System Integration > External Company Maintenance. 

2. In the System External Company Maintenance, for the Multi-Company Direct External System, create a new 

External Company. To do this, from the New menu, select New External Company. 

The External Company record may look similar to the following: 

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3. Save the record. 

14.5 Configure an External Company Record 

Use the following steps to configure an external company record. 

1. Configure an External Company record for each company that will communicate with the current company. 

For example, if you have three companies in your multi-company setup, each company will have two external 

company records set up. In a two company multi-company setup, each company will have one external 

company record. 

2. Open External Company Configuration. To do this, navigate to System Setup > External System 

Integration > External Company Configuration. 

3. Click the External Company ID button to search for and select the multi-company record that you created 

in the previous section. 

Note This is not the current company record you are logged into. You cannot enter the current 

company ID as an external company. 

4. Enter the applicable information into the external company record. The External Company record may look 

similar to the following: 

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5. Optionally, click on the available tabs and enter the following information: 

• Connection. If you are connecting to a multi-company dashboard, enter connection options for the 

servers so that you are allowed to view information between companies. 

• External Site. If you using consolidated purchasing, enter the external site detail information. 

• External Warehouse. If you are using consolidated purchasing, enter the external warehouse detail 

information. 

• Multi-Company. If you are using consolidated purchasing, multi-site GL journals, or AP allocations, 

enter the necessary information. 

6. If you use multi-site GL journals, or AP allocations, you need to initialize your GL accounts. To do this, from 

the Actions menu, select Initialize/Send Multi-Company G/L Accounts. 

7. Save the record. Close the External Company Maintenance window. 

8. Switch companies. To do this, select Options > Change Companies. 

9. Select the other company that will be used in this Multi-Company configuration. 

10. Go back to External Company Maintenance and set up an external company record for this company 

pointing to the original company. 

As a result, each of the two companies in this example have an external company record pointing to each 

other in this Multi-Company setup. 

14.6 Create an Interval Schedule 

Use the following step to create an Interval schedule. 

1. Determine if an interval schedule has been created. To do this, select System Setup > System Maintenance 

> System Agent. 

2. Click the Agent ID button. Search for and select the only record returned. 

3. Expand the tree on the left until you see a list of schedules. The list may be blank. 

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The screen should look similar to the following if you have an interval schedule already created. Notice that 

the Schedule Type is Interval. 

4. If you do not have an interval schedule, you need to create one. To do this: 

a. From the File menu, select New > New Schedule. 

b. Enter the description. 

c. Select Interval as the Schedule Type. 

d. Enter an interval. For example, enter 30 seconds. 

e. Save the record. You now have an interval schedule to which you can assign tasks, such as the 

Multi-Company Direct Server process. 

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14.7 Schedule the Multi-Company Direct Server Process 

Use the following steps to add the Multi-Company Direct Server process to a schedule: 

1. Navigate to System Management > Schedule Processes > Multi-Company Direct Server Process. The 

screen may look similar to the following: 

2. On the Selection tab, verify the following settings: 

a. Clear the Continuous Processing check box. 

b. Select the Verbose logging level for additional logging detail. 

c. From the Schedule drop-down list, select the Interval Schedule that already existed, or the one created 

in the previous section. 

d. Select the Recurring check box. 

3. Click the Submit button in the toolbar. Now the process is submitted to run. 

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4. The Multi-Company Process is now displayed on the Scheduled Tasks tab of the System Monitor. To open 

the System Monitor, navigate to System Setup > System Maintenance > System Monitor. 

14.8 Verify the Task Agent Is Running 

1. Verify that the Task Agent is running. 

2. Return to the System Monitor. The Multi-Company Process instance that was scheduled, now appears in 

the Active Tasks tab. It will also still be in the Scheduled Tasks tab. 

14.9 Review Multi-Company Log File 

Use these steps to review the informative log file that is created during processing. The file is located by default 

in the working directory of the database, or wherever you specified during process scheduling. 

1. Open the log file. Activity in the log file may look similar to the following: 

14.10 Test the Communication 

Use the following steps to test the Multi-Company environment is communicating properly. You need to create 

a Global Customer and verify that the customer is transmitted to the other companies. 

1. Verify that the Task Agent is running. 

2. In one company (for example, EPIC02), create a new customer and select the Global checkbox. 

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The Multi-Company Process transmits Customer and ShipTo records from that company and sends it to 

the other companies (for example, EPIC03). 

3. Save the record. 

4. Review the MultiCompanyDirect.log file to verify that the record was sent. The log file may look similar 

to the following 

• If the outbound transmission is working properly, the Multi-Company log in Verbose mode will include 

the message: Processing Outbound Customer (EPIC02/EPIC03). 

• If the inbound transmission is working properly, the Multi-Company log in Verbose mode will include 

the message: Processing Inbound Customer (EPIC03). 

If the records are sent and received, your Multi-Company functionality is configured and running. 

14.11 Review Validation Errors 

Use these steps to review the validation errors. Careful examination is required when sharing information between 

two companies. The companies may have different sets of codes, and intervention is needed during the transmission 

process. 

1. Review the MultiCompanyDirect.log file for errors. 

2. For example, notice that the Company record, Quote Markup, Allocation Priority, Tax Region, Customer 

Group, and FOB sent from company EPIC02 were invalid when the company EPIC02 arrived in company 

EPIC03. On the ShipTo record, the Territory and Tax Region were invalid. 

3. Find out why the records were invalid. Correct the issues. 

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14.12 Review Automatic Data Translations 

Use these steps to review the results of the automatic translation that runs during the inbound portion of the 

transmission process. The translation process compares the code sets of the two companies and synchronizes 

the data in order to save manual steps. 

1. Review the translation data. To do this, navigate to System Setup > External System Integration > 

External System Maintenance > Translations. Your data may look similar to the following: 

For example, if the Terms Code NET30 exists in company EPIC02, but the same code is N30 in company 

EPIC03, the inbound customer will fail validation. A translation should be set up in company EPIC03 on the 

external company record for EPIC02 with Source Value NET30 and Target Value N30. 

If company EPIC02 sends Customer records where the Terms Code is blank, and your system needs inbound 

Customer records to have the Terms Code default to N30, create a record indicating the default value. 

14.13 Review Integrated Workbench 

When a Validation Error occurs, manual intervention is required. Most of the functions within Multi-Company 

have a specially designed screen for handling these errors. Functions include Link Customer, Link Part, Link 

Vendor, Incoming Intercompany PO Suggestions, and Add Intercompany Receipt. 

1. If you are unable to fix a validation error using one of these screens, use the Integrated Table Workbench 

to access the record. 

2. Modify the required values. 

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14.14 Review Multi-Company Functionality 

Use the following programs to review Multi-Company functionality. 

1. Global Table. Using Global Part, Global Customer, and Global Supplier functionality, a child company has 

the ability to control which fields they want to be maintained by the Global Parent company. This can be 

controlled for all external companies or can be maintained separately for each external company 

2. Global Part. Use the Link Part tab in Part Maintenance. 

3. Global Customer. From the Actions menu within Customer Maintenance, select the Link Customer 

option. 

4. Global Supplier. From the Actions menu within Supplier Maintenance, select the Link Supplier option. 

5. Inter-Company Trading. Use the Incoming Intercompany PO Suggestions options from the Main Menu 

or the Incoming Linked PO Suggestions in Customer Maintenance. 

6. Global BAQ. Global BAQs are visible within Business Activity Query. 

7. Consolidated Purchasing. Consolidated Purchase Orders are handled using the normal functionality in 

Purchase Order Entry, Receipt Entry, and AP Invoice Entry. 

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Install and Configure Epicor SSRS (Portal Method) 

15 Install and Configure Epicor SSRS (Portal Method) 

If you have an existing Epicor 9.05 application and you chose to not use the recommended SSRS functionality 

that is available with the Epicor ERP 10 application, you can use these steps to install and configure Epicor SQL 

Server Reporting Service (SSRS) using the previous method, referred to as the "portal method". These steps will 

create the Epicor SSRS Portal, create the Epicor SQL Report Monitor Service, and establish the connection to a 

SQL Report Server. This portal method is available to provide a "stop gap" functionality that you can use to 

continue to have reporting functionality as you gain experience using the new SSRS functionality available in the 

Epicor ERP 10 application. Also note that in the Epicor ERP 10 application, SSRS reports can be used in parallel 

to existing Crystal reports. 

Note You need to install Epicor SSRS Portal if you want to use the legacy XML-based method of 

implementing SSRS reports and if you want to create links to custom direct SSRS reports using the SSRS 

Custom Report Link option from Menu Maintenance. 

15.1 Enable IIS 6 Management Compatibility Support for IIS 7.5 

Use these steps to enable IIS 6 Management Compatibility support for IIS 7.5 or higher. These steps are required 

if you use SSRS or Epicor Mobile Access (EMA) since those products require use of IIS 6 Management. Note that 

the steps are different based on your operating system. 




3. In the Add Roles and Features dialog, locate Server Roles and expand Web Server (IIS) > Management 

Tools > IIS 6 Management Compatibility. 


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5. If this role service is not installed, select the IIS 6 Metabase Compatibility check box and use the Add 

Role and Features Wizard to install it. 


15.1.2 Using Server 2008 R2 


2. In the Server Manager, navigate to Roles > Web Server (IIS). 

3. In the Web Servers (IIS) pane, locate Role Services and expand Management Tools > IIS 6 Management 

Compatibility. 


5. If this role service is not installed, click Add Role Services and use the Add Role Services wizard to install 

it. 


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15.1.3 Using Windows 7 

1. Open the Control Panel. Click Programs or Programs and Features. 

2. Select the Turn Windows features on or off option 

3. Expand Internet Information Services > Web Management Tools > IIS 6 Management Compatibility. 

4. Verify that IIS Metabase and IIS 6 configuration compatibility is selected. 

5. Exit the Control Panel. 

15.2 Install Report Viewer 2010 Package (Server 2008 R2 only) 

If you use Windows Server 2008 R2, use these steps to download and install the latest Microsoft Report Viewer 

2010 Redistributable Package from the Microsoft Download Center website. 

1. Go to the Microsoft Download Center to download the Microsoft Report Viewer 2010 Redistributable 

Package. You can use this link: http://www.microsoft.com/downloads/en/confirmation.aspx?familyId=a941 

c6b2-64dd-4d03-9ca7-4017a0d164fd&displayLang=en 

2. Download the latest version of the Microsoft Report Viewer 2010 Redistributable Package to your server. 

3. When download to your server is complete, navigate to and run ReportViewer.exe to install the viewer. 

15.3 Configure Epicor SQL Report Monitor 

Use these steps to configure the Epicor SQL Report Monitor. Note that if you are installing an update you must 

first uninstall the previous version before installing the updated version. 

1. Verify you have completed all the steps in the Getting Started > Verify Prerequisites > Verify SSRS Prerequisites 

section. 

2. If you have a previous version of Epicor SQL Report Monitor installed, you must uninstall that previous version 

prior to installing the latest version. To do this, use the uninstall program functionality available with your 

operating system. For example, navigate to Start > Control Panel > Programs and Features. Select the 

Epicor SQL Report Monitor and click Uninstall. Follow any additional prompts. 

3. Go to the SSRS folder on the server where your Epicor ERP application is installed. Example: 

C:\Epicor\[product]\[product version]\SupplementalInstalls\SSRS. 




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4. If necessary, copy the SSRS folder to the server where your Microsoft SQL Server 2008 R2 or SQL Server 

2012 is located. 

5. Right-click on the Setup.exe file and select Run as Administrator to begin the installation. 

6. On the Welcome dialog, click Next. 

7. On the Select Installation Address dialog, enter the following: 

a. Site. Enter the web site location to install Epicor SQL Report Monitor. The default is Default Web Site. 

b. Virtual Directory. Enter the virtual directory. For example, EpiSSRSPortal. The virtual directory is created 

under inetpub/wwwroot, unless a specific path is specified. 

c. Application Pool. From the drop-down list, select an application pool. 

The list displays the .NET application pools currently configured on your system. The pool you select must 

be configured to use .Netv4.0 framework and Integrated managed pipeline mode. Consider using the 

DefaultAppPool system default if it is using the .Netv4.0 framework. 

If you are unsure about which application pool you should select, navigate to Start > Administrative 

Tools > Internet Information Services (IIS) Manager and select Application Pools to view the 

configuration of the available pools, or to create a new one. 

d. Click Next. The web location is created. 

8. On the Confirm Installation dialog, click Next. The files are installed and the Configure Epicor SQL Report 

Monitor utility opens. 

9. On the Set up the Epicor SQL Report Monitor Service User Account dialog, do the following: 

a. Choose the account under which the service will run. When your deployment includes network printers, 

any account that you choose must have full access to the network printers in order for SSRS to print 

reports. 

• Local System Account. This choice may be sufficient if all required resources are also local. 

• This Account. Choose when network access is required to work with reports (for example, to access 

printers or an email server). Enter the User name, Domain, and Password and Confirm Password 

of a Windows user account that has access to the required resources and also has write access to the 

IIS file system. 

• Rendered Format. Use the drop-down to select the format in which SSRS reports will be displayed 

when they are run from within the Epicor application. Types include HTML, PDF, Excel and Word. 

This setting applies only when rendering the SSRS reports that ship with the Epicor application. Custom 

reports that you create in SSRS for use in the Epicor application display only in HTML format. 

• Show Report Parameters. Select to include report parameters in the display when SSRS reports are 

run from within the Epicor application. 

Note that the setting you choose now can be modified later by editing the IsShowRptParameters 

parameter in the web.config file, which is located in the root of the EpiSSRSPortal web site. 

• Developer mode. Select this option when you want to be able to run Epicor SSRS reports in a 

browser, independent of the Epicor application. 

While you are developing and testing reports in your development environment, being able to run 

reports outside of the Epicor application is useful. However, when you are configuring a production 

environment, this option should be disabled (unselected) to prevent users from accessing an Epicor 

generated report URL unless they are logged into the Epicor application. 

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Note that the setting you choose now can be modified later by editing the DeveloperMode parameter 

in the web.config file, which is located in the root of the EpiSSRSPortal web site. 

b. Click Next. 

10. On the Configure Portal Connection to SQL Report Server dialog, enter the following information to configure 

the Epicor SSRS Portal to communicate with the SQL Report Server. 

a. SSRS Report Server site. Enter the URL that has been set for your SQL report server site. For example, 

the default is http:///reportserver. 

Important This URL must be exactly the same as the URL that was defined in the Getting Started 

> Verify Prerequisites > Verify SSRS Prerequisites section when you opened the Reporting Services 

Configuration Manager and copied the Report Server URL to a text editor, such as Notepad. 

To verify the URL that you need to enter here, navigate to Start > All Programs > Microsoft SQL 

Server 20XX > Configuration Tools > Reporting Services Configuration Manager and select Web 

Service URL. The correct report server URL is displayed under Report Server Web Service URLs. 

b. User name, Domain, and Password and Confirm Password. Enter the credentials for a Windows 

user account that has access to the SQL report server. 

c. Click Next. 

11. On the Enter the Application Server Information dialog, enter the following: 

a. Application Server. Enter the Epicor application server name from the Epicor application URL. 

To verify the value that you need to enter here, navigate to the \config folder in your Epicor application 

client installation and open the default.sysconfig file. The URL is located in under 

. 

b. User name. Enter a user name for logging into the Epicor application. 

c. Password. Enter a password and confirmation password for the user. 


The user name and password must be able to access reports for all companies in your Epicor application. 

These credentials are used by the Epicor SQL Report Monitor service when retrieving a get list of reports 

and by the Epicor SSRS Portal for user authentication in production (Epicor application not in developer 

mode). 

12. On the Enter the Mail Configuration Information dialog, enter your company's SMTP server setup. 

a. SMTP server. Enter the name of the SMTP server. 

b. SMTP port. Enter the port number for the SMTP server. 

c. Email from. Enter the originating email address. 


You must enter values in these fields in order to continue the installation. If you do not know this information, 

use your Epicor application to open Company Configuration and review the System values. If an SMTP server 

is not currently defined in the Epicor application, enter placeholder values and then enter the correct values 

later. To enter the values later using the Epi SSRS Service utility, use the instructions in the Post Installation 

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> Troubleshooting > Perform Additional SSRS Configuration > Maintain Epicor SQL Report Monitor 

Configuration section. 

13. On the Configure the Windows Service dialog, you can accept the defaults, or enter your own values. The 

defaults include: 

a. Concurrent agents. Specifies the number of agents (threads) allowed to run simultaneously. Default is 

5. Value is > 0 and 0 and 0 and 1 and 

Configure Epicor Server and Application Server > Add Epicor Application Server section of this guide. If you 

leave the field blank, the root folder will be the report server home page and the reports deployed in the 

/Reports folder will be used. Click Finish. 

15. If prompted, click Close to exit the Epicor SQL Report Monitor installation. 

16. Start the Epicor SQL Report Monitor Service and verify that the installation was successful. To do this: 

a. Navigate to Start > Control Panel > Administrative Tools > Services. 

b. Select Epicor SQL Report Monitor Service. 

c. Click Start this Service. 

d. Navigate to Start > Control Panel > Administrative Tools > Event Viewer. 

e. Expand the Applications node. 

f. Verify that EpiSSRS is available. 

15.4 Override Default SSRS Values For Specific Company 

Use these steps to override default values that were entered during the SSRS installation if you want to change 

SSRS defaults for specific companies. The values are changed in the Company Maintenace program. 

1. Open the Epicor application. Select System Setup > Company / Site Maintenance > Company 

Maintenance. Select the Emails and Forms sheet. Locate the Form Print Options section. 

2. If you want your company name to display on each report, select the Print Company Name check box. 

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3. Enter a value in the Text Report Lines/Page to specify the number of lines to print on each page for 

text-based reports. 

4. In the Allowed Report Style field, select either Crystal and SSRS or SSRS Only. 

5. In the Work Station Method field, select an option to define your work station method, such as User ID 

or Machine Name + User ID. 

6. In the Epicor SSRS URL field, enter the URL for the Epicor SSRS Portal web site. For example, your URL may 

look similar to the following: http://[servername]/EpiSSRSPortal. 

15.5 Configure SSRS for Multiple Versions of Epicor ERP and Multiple 

Databases (Optional) 

Use the following steps to configure SSRS for using multiple versions of Epicor ERP. It is also possible to support 

multiple databases, such as Main, Pilot, or Test. 

1. Go to the location of the EpiSSRSService.exe.config file. In a standard installation, go to C:\Program Files 

(x86)\Epicor Software\Epicor SQL Report Monitor 3.0.100. 

2. Copy the EpiSSRSService.exe.config file to a new name. For example, EpiSSRSService.exe_test.config. 

3. Using a text editor, open the copied config file. In the ApplicationSettings section, edit the values to identify 

the additional configuration. For example, edit the values in EpiSSRSSite, EpiSSRSPath and AppServerURL. 

Review the other values for accuracy. Save and close the file. 

4. Run SSRS from the command line and use the "-config" option to use to the updated config file. For example, 

go to C:\Program Files (x86)\Epicor Software\Epicor SQL Report Monitor 3.0.100. Run EpiSSRSService.exe 

-config=EpiSSRSService.exe_test.config. 

Note If you want to share EpiSSRSPortal with another database, you can do this in several methods. 

You can set the DeveloperMode to True, or you can copy the EpiSSRSPortal site to another site and 

change the AppServerURL value in the web.config file to point to the other AppServer. 

15.6 Restart Task Agent Service 

Use these steps to restart the Task Agent Service after installing SSRS. 

1. Open the Epicor Administration Console. 

2. Under Server Management, double-click your application server to connect to it. 

3. After the connection is established, click Task Agent Configuration. 

4. In the ICE Task Agent Service Configuration dialog, from the Actions menu select Restart Service. 

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5. Exit the Epicor Administration Console. 

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Troubleshooting 

16 Troubleshooting 

Use the following section if you need assistance in troubleshooting any installation issues. 

16.1 Share the ERP10 Folder 

Use this section to verify that the ERP10 folder is shared. Note that if you are using Windows Server 2008, the 

steps may be slightly different. 

1. On the C: drive, navigate to the C:\Epicor folder. 

2. Right-click the \ERP10 folder icon and select Sharing and Security. 

3. Select the option to Share this Folder. ERP10 displays as the default share name. Do not change the name. 

The folder must be named ERP10. 

4. Click the Permissions button. It is recommended that you assign Full Control to the Everyone group. Click 

OK to accept the permissions. 

5. Click the Security tab. It is recommended that you assign read-only permissions to Users. Read-only includes 

Read & Execute, List Folder Contents, and Read. Add an Administrator and assign the Administrator Full 

Control. Click OK. 

16.2 Check the Application Server Configuration 

You can use a utility in the Performance and Diagnostic Tool to check the configuration of the application server. 

Use this Config Check option to see what issues and potential issues you may have with the application server 

configuration. 

This feature checks a number of configuration items, including the CPU Speed, 4GL SQL Query Test, and 

Configuration Check standard metrics. After the Performance and Diagnostic Tool analyzes the configuration, 

this feature displays recommended actions you can follow to fix various issues. 

Note For information on how to install and use the Performance and Diagnostic Tool, refer to the 

Performance Diagnostic Technical Reference Guide. 

16.2.1 Analyze Configuration (Standard Metric) 

The Config Check sheet contains tools for analyzing your application server configuration settings. 

1. Click on the Config Check option on the Plug-Ins pane. The Check Configuration interface displays. 

2. Click the Check Configuration button. 

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The Performance and Diagnostic Tool evaluates the configuration settings and the system. These process 

may take some time to run. When complete, the Config Check Summary sheet displays a list of rules run 

against which the application server was checked. 

3. The Result column displays the generated evaluation of each rule against your application server 

configuration. Available results include FAIL, WARNING, EXISTS, INFO, Not Available, and PASS. 

4. Depending on the results, different instructional text displays in the Action Required column. 

• INFO - Displays some key information you should review to make sure your system is set up correctly. 

• EXISTS – Notifies you that various items, like customizations and BPM directives, are active in the current 

system. These items should be evaluated for performance. 

• PASS – The configuration met or surpassed these rule requirements. No further action is needed. 

• WARNING – Alerts you that potential performance issues may occur. Review these items to see if further 

changes are needed. 

• FAIL – The application server configuration did not meet the rule requirements. The ActionRequired 

column displays a recommended action you can do. 

• Not Available - Displays any item that was not available to test. You may need to correct some setup 

configuration items and re-run the configuration check. 

5. The Config Check Details sheet displays the various rule keys run to evaluate each configuration rule. 

Expand one of the rules to see the specific calls. 

6. Notice you can view the results in a Microsoft Excel file. To do this, click the Export to Excel button. 

7. Save the .xls file to directory you can access. 

You can now launch the .xls spreadsheet and review it in Microsoft Excel. 

8. To remove the generated results, click the Clear Results button. 

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16.3 Change or Uninstall Epicor ERP 10 Application 

Use these steps to add or remove programs and features related to your Epicor ERP 10 application. This section 

also includes steps to uninstall the Epicor ERP 10 application from your server or Epicor ERP 10 client from your 

workstation. 

Note It is highly recommended that you create a backup of all your important files, such as your databases, 

prior to uninstalling the application. 

16.3.1 Add or Remove Program Features 

Use these instructions if you want to add or remove program features that are related to your Epicor ERP 

application. 

1. Navigate to Control Panel > Programs and Features. 

2. Right-click Epicor ERP Version 10 and select Change from the context menu. The Install Wizard verifies 

Epicor ERP installation. To update the current installation, click Next. 

3. On the Select components dialog, select the program features that you want to add or remove from the 

current Epicor ERP installation. Click Next. 

4. On the confirmation dialog, click Next. The Epicor ERP features you selected are added or removed. 

5. On the completion dialog, click Finish. 

16.3.2 Uninstall Epicor ERP 10 Application 

Use these instructions if you need to uninstall the Epicor ERP 10 application from your server. It is highly 

recommended that you create a backup of all your important folders and files, such as the Epicor\ERP10 folder 

and its subfolders, prior to uninstalling the application. It is also recommended that you save this backup in a 

safe location. Note that the uninstall process deletes everything from the Epicor\ERP10 folder. Do not store your 

backup in the Epicor\ERP10 folder. 

1. Create a backup of your important folders and files. For example, at a minimum, create a backup of the 

following folders: 

• Epicor\ERP10\db 

• Epicor\ERP10\custom 

• Epicor\ERP10\csg 

• Epicor\ERP10\server\reports 


3. Right-click Epicor ERP Version 10 and select Uninstall from the context menu. 

4. On the Uninstall Epicor ERP dialog, click Next. 

5. On the confirmation dialog, click Yes to confirm the removal of the Epicor ERP application. The Epicor ERP 

application is uninstalled. 

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6. On the completion window, click Finish. 

7. The uninstall process may not delete files that were added or updated since the initial installation. To complete 

the uninstall process, go to the location where you initially installed the Epicor application. For example, go 

to \Epicor\EpicorERP10. Manually delete any existing files and folders. 

16.3.3 Uninstall Epicor ERP 10 Client 

Use these instructions if you need to uninstall the Epicor ERP 10 client from your workstation. 

1. Close all Epicor ERP 10 client instances that are running on your workstation. 


3. Right-click on Epicor ERP 10 Client and select Uninstall from the menu. 

4. In the Previous Install dialog, the Update or Uninstall a single instance option is selected by default. Use 

the drop-down menu to select the instance. Click Next. 

5. On the Shortcut Creation dialog, select the Uninstall this client check box. Click Next. 

6. On the Confirmation dialog, click Yes. The Epicor ERP 10 client is uninstalled. 

7. When it is completed, click Finish. 

8. The client uninstall process may not delete all the files that were added or updated since the initial installation. 

To complete the uninstall process, go to the location where you initially installed the Epicor client. For 

example, go to \EpicorERP10\Client. Manually delete any existing files and folders. 

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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.

Epicor10_SupplementalInstall_100700

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