Beruflich Dokumente
Kultur Dokumente
Disclaimer
This document is for informational purposes only and is subject to change without notice. This document and its
contents, including the viewpoints, dates and functional content expressed herein are believed to be accurate as of its
date of publication. However, Epicor Software Corporation makes no guarantee, representations or warranties with
regard to the enclosed information and specifically disclaims any applicable implied warranties, such as fitness for a
particular purpose, merchantability, satisfactory quality or reasonable skill and care. As each user of Epicor software is
likely to be unique in their requirements in the use of such software and their business processes, users of this document
are always advised to discuss the content of this document with their Epicor account manager. All information contained
herein is subject to change without notice and changes to this document since printing and other important information
about the software product are made or published in release notes, and you are urged to obtain the current release
notes for the software product. We welcome user comments and reserve the right to revise this publication and/or
make improvements or changes to the products or programs described in this publication at any time, without notice.
The usage of any Epicor software shall be pursuant to an Epicor end user license agreement and the performance of
any consulting services by Epicor personnel shall be pursuant to Epicor's standard services terms and conditions. Usage
of the solution(s) described in this document with other Epicor software or third party products may require the purchase
of licenses for such other products. Where any software is expressed to be compliant with local laws or requirements
in this document, such compliance is not a warranty and is based solely on Epicor's current understanding of such laws
and requirements. All laws and requirements are subject to varying interpretations as well as to change and accordingly
Epicor cannot guarantee that the software will be compliant and up to date with such changes. All statements of
platform and product compatibility in this document shall be considered individually in relation to the products referred
to in the relevant statement, i.e., where any Epicor software is stated to be compatible with one product and also
stated to be compatible with another product, it should not be interpreted that such Epicor software is compatible
with both of the products running at the same time on the same platform or environment. Additionally platform or
product compatibility may require the application of Epicor or third-party updates, patches and/or service packs and
Epicor has no responsibility for compatibility issues which may be caused by updates, patches and/or service packs
released by third parties after the date of publication of this document. Epicor is a registered trademark and/or
trademark of Epicor Software Corporation in the United States, certain other countries and/or the EU. All other
trademarks mentioned are the property of their respective owners. Copyright Epicor Software Corporation 2014.
All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of
Epicor Software Corporation.
ED840905
90521-10-9242-58310702
10.0.700.2
Revision: July 25, 2014 2:08 a.m.
Total pages: 21
course.ditaval
Contents
Contents
Epicor Information Worker Administration for Epicor ERP Course.....................................4
Before You Begin....................................................................................................................5
Audience.........................................................................................................................................................5
Prerequisites....................................................................................................................................................5
Environment Setup..........................................................................................................................................5
Overview.................................................................................................................................7
Security Configuration...........................................................................................................8
Benefits of Configuration Manager......................................................................................9
Starting Configuration Manager.........................................................................................10
Configuration Manager Overview......................................................................................11
Create and Deploy an Information Worker Configuration...............................................13
Workshop - Create a Configuration...............................................................................................................13
Workshop - Export an Epicor BAQ..................................................................................................................14
Workshop - Import an Epicor BAQ.................................................................................................................14
Workshop - Add a Business Entity..................................................................................................................15
Workshop - Create a Menu Item....................................................................................................................16
Workshop - Deploy the Configuration............................................................................................................17
Workshop - Test the Business Entity in Microsoft Outlook..............................................................................17
Troubleshooting...................................................................................................................19
Conclusion.............................................................................................................................20
Audience
Specific audiences will benefit from this course.
System Administrator
IT/Technical Staff
Prerequisites
In order to successfully complete this course, the following prerequisites must be met.
Experience with Epicor business activity queries (BAQs).
Complete the Epicor Information Worker 9.05 for Epicor 9.05 course.
Environment Setup
The environment setup steps and potential workshop constraints must be reviewed in order to successfully
complete the workshops in this course.
Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experience
Epicor functionality in action but does not affect data in your live, production environment.
If IW is already in production use, you must install the IW server components on a different server in order to do
this course without affecting the production IW installation.
The following steps must be taken to successfully complete the workshops in this course.
1.
Verify the following or ask your system administrator to verify for you:
Your Epicor training icon (or web address if you are using Epicor Web Access) points to your
Epicor training environment with the Epicor demonstration database installed. Do not complete
the course workshops in your live, production environment.
Note It is recommended that multiple Epicor demonstration databases are installed. Contact
Support or Systems Consulting for billable assistance.
The Epicor demonstration database is at the same service pack and patch as the Epicor
application. Epicor's education team updates the Epicor demonstration database for each service pack
and patch. If your system administrator upgrades your Epicor application to a new service pack or patch,
he or she must also download the corresponding Epicor demonstration database from EPICweb > Support
> Epicor > Downloads and install it. If this is not performed, unexpected results can occur when completing
the course workshops.
Your system administrator restored (refreshed) the Epicor demonstration database prior to
starting this course. The Epicor demonstration database comes standard with parts, customers, sales
orders, and so on, already defined. If the Epicor demonstration database is shared with multiple users
(that is, the database is located on a server and users access the same data, much like your live, production
environment) and is not periodically refreshed, unexpected results can occur. For example, if a course
workshop requires you to ship a sales order that came standard in the Epicor demonstration database,
but a different user already completed this workshop and the Epicor demonstration database was not
restored (refreshed), then you will not be able to ship the sales order. Epicor's education team has written
the course workshops to minimize situations like this from occurring, but Epicor cannot prevent users
from manipulating the data in your installation of the Epicor demonstration database.
2.
Install the Information Worker server using the procedures in the Epicor Installation Guide.
3.
Assign your Windows user credentials to the manager account in your Epicor application.
a.
Log into your Epicor application. For User name and Password, use epicor and epicor . These
credentials allow you the administrative rights needed for this task.
b.
Navigate to System Management > Company Maintenance > User to open the User Account
Maintenance program.
c.
On the Details sheet, type manager in the User ID field and press Tab to display the settings for the
manager user account.
d.
In the Domain and Domain User ID fields, type your Windows user name and domain name.
e.
4.
From a computer with Microsoft Office 2007 or above, open a web browser and go to
http://yourIWservername/informationworker replacing yourIWservername with your Information
Worker server computer name.
5.
Follow the instructions on the client download page to download and install the Information Worker client.
Overview
Overview
Use Epicor Information Worker Configuration Manager to configure Epicor application business activity
queries (BAQs) so people who use Epicor Information Worker can access data in Microsoft Office applications
via the Epicor menus and commands.
The following diagram shows an overview of an Information Worker installation, which includes Information
Worker clients, the Information Worker server with its Information Worker Configuration Manager utility, and
the Epicor server that provides application data to the Information Worker clients.
Security Configuration
Security Configuration
Security in Epicor Information Worker is controlled by the Epicor ERP application.
Each user must be set up as a user in the Epicor application with single sign-on capability. In the Epicor application
User Account Maintenance program, you do not need to select the Require single-sign on check box for each
user account record, but the Domain and Domain User ID fields must be set with the Windows credentials of
each user.
IW users are granted same access to Epicor data as they are granted when using the regular Epicor client.
Note For more information on setting up users with single sign-on, refer to the application online help
for User Account Maintenance.
10
11
Synchronization Setting
You can establish whether you synchronize automatically (without having to click a Synchronize button) and the
length of the synchronization interval. If you change the settings, it sets initial synchronization settings for everyone.
Note The synchronization setting is only available for Microsoft Outlook.
12
13
14
5. In the New Query ID field, enter XXX_IWCustomers (where XXX are your initials).
6. Select Show in Designer.
7. Click Import.
The import process begins. When the import is complete, a message displays in the Import process messages
pane.
The New Query ID field displays the new BAQ name, which is XXX_IWCustomers in this example (where
XXX are your initials).
8. When the import is complete, click Close.
9. Exit the Business Activity Query Designer.
4. Search for and select the XXX_IWCustomers BAQ (where XXX are your initials).
5. Click Select to import the BAQ and create the business entity.
The new XXX_IWCustomers business entity (where XXX are your initials) is added to the Business Entities
node.
6. Working in the console tree, from the XXX_Configuration > Data Source > Business Entities node,
select XXX_IWCustomers (where XXX are your initials) to display its Business Entity pane.
7. In the Business Entity pane, make the following adjustments to the configuration details:
a. In the Adapter field, verify Generic Adapter displays.
b. In the Display Column field, select Customer.
15
16
1. In the console tree, expand the Information Worker Configuration Manager > Configurations node.
Information Worker configurations are located under this node.
2. In the Configurations node, expand the XXX_Configuration > Outlook > Toolbars node (where XXX
are your initials)
3. From the Toolbars node, select Epicor.
The menu editor pane displays.
4. In the menu editor's tree, expand the Import node.
5. From the Import node, select Customers.
6. Click Insert and select Insert Business Entity Element.
A blank menu item is added below the Customers node.
7. In the Caption field, enter XXX_IWCustomers (where XXX are your initials).
8. In the Business Entity field, select your new entity XXX_IWCustomers (where XXX are your initials).
9. In the Command list, select Import Data.
10. Remain in Information Worker Configuration Manager for the next workshop.
17
2. From the Epicor tab (Outlook 2010 or 2013) or Epicor Information Worker toolbar (Outlook 2007), click
Import and select the XXX_IWCustomers menu item (where XXX are your initials).
The Information Worker Explorer - XXX_IWCustomers window displays (where XXX are your initials).
3. In the criteria window, leave criteria blank and click Next.
A list of customers displays.
4. To test your new business entity, in the Import column, select the check box next to any customer and click
Finish.
In the Mail pane, under the Epicor folder, the XXX_IWCustomer folder displays (where XXX are your
initials).
5. Select the XXX_IWCustomers folder (where XXX are your initials).
In the right pane, the imported customer data displays.
6. Exit Microsoft Outlook.
18
Troubleshooting
Troubleshooting
If issues with the Microsoft applications occur during data synchronization, enable logging for Epicor Information
Worker to help locate the issues.
Back up the configuration file - To copy the configuration file, right-click in the Information Worker
Configuration Manager, and select Create Copy. You can also include all the content in the Information
Worker Configuration Manager directory in your nightly network back-up process.
Enable Information Worker logging - Depending on the state of the Information Worker synchronization
(success/failed), there are a few types of logging available.
If you click the synchronization icon in the failed state, the Synchronization Errors form displays and lists
the issues encountered. Correct the errors listed and attempt the synchronization process again.
If you right-click the synchronization icon in the success state, select Show Synchronization Log to review
messages in the log and open records affected by error warnings.
For each of the add-ins there is a configuration file: Epicor.Infoworker.Outlook.dll.config,
Epicor.Infoworker.Excel.dll.config, and Epicor.Infoworker.Word.dll.config. These are located in the
Information Worker Outlook Client program directory (default path is C:\Program Files (x86)\Common
Files\Epicor Software Corporation\Information Worker\version#).
Open the configuration files, using a text editor, such as Notepad, and set the various property values to 4
to receive the most logging. The default location for the InfoWorker.log file is in the root of the client folder.
You can change this location by changing the initializeData="InfoWorker.log" setting. For example,
initializeData="C:\Documents and Settings\username.DOMAIN\Local Settings\Temp" is a good path for the
Windows Vista operating application.
The errors listed determine the troubleshooting required. You may have to correct data issues.
As you deploy additional content, situations occur where the data does not display as expected once you deploy
it to the Information Worker client. The following describes how to determine the source of the issue when data
is not synchronizing.
1.
2.
19
Conclusion
Conclusion
Congratulations! You have just completed the Epicor Information Worker Administration course.
20