System Administration Guide - Spiceworks

Epicor ERP System Administration Guide

10.1

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 2015. All rights reserved. No part of this publication may be reproduced in any form without the prior written consent of Epicor Software Corporation.

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Total pages: 243

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System Administration Guide

Contents

Contents

Introduction..........................................................................................................................12

Purpose of this Guide.....................................................................................................................................12 Intended Audience.........................................................................................................................................12 How Its Organized.........................................................................................................................................12

Epicor ERP Architecture........................................................................................................14

Epicor N-Tier Model.......................................................................................................................................14 Architecture Layers........................................................................................................................................16 Data Flow......................................................................................................................................................16 Component Flow...........................................................................................................................................17

System Tasks.........................................................................................................................21

Server Security...............................................................................................................................................21 Prerequisites...........................................................................................................................................21 Administration Account..........................................................................................................................21 Create Account...............................................................................................................................21 Assign Server Roles..........................................................................................................................22 Assign User Mappings.....................................................................................................................23 Database Manager Account....................................................................................................................24 Create Account...............................................................................................................................24

Create an Application Server..........................................................................................................................25 Prerequisites...........................................................................................................................................25 Add Servers............................................................................................................................................25 Application Server Settings.....................................................................................................................26 Database Connection.............................................................................................................................28 Admin Console Settings..........................................................................................................................29 Reporting Services..................................................................................................................................30 Deploy the Server...................................................................................................................................32

Add Extensions..............................................................................................................................................33 Install Extensions.....................................................................................................................................33 Web Access............................................................................................................................................33 Mobile Access.........................................................................................................................................35 Enterprise Search....................................................................................................................................37 Social Enterprise.....................................................................................................................................39 Epicor Education.....................................................................................................................................41 Information Worker................................................................................................................................43

Configure Remote Machines..........................................................................................................................45 Remote Connection Setup......................................................................................................................45

Add a Task Agent..........................................................................................................................................45 Remote Firewall Setup............................................................................................................................46 Launch Task Agent Service Configuration...............................................................................................47 Create a New Task Agent.......................................................................................................................47 Windows Endpoint Configuration...........................................................................................................49

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Contents

System Administration Guide

Activate Module Licenses...............................................................................................................................50 Launch Epicor Administration Console....................................................................................................50 Import License File..................................................................................................................................51 View and Edit License Properties.............................................................................................................51 License States.........................................................................................................................................52 Delete License.........................................................................................................................................52

Review Users and Licenses.............................................................................................................................52 Check Active Users.................................................................................................................................53 Check Active Licenses.............................................................................................................................53

Rebuild Indexes..............................................................................................................................................54 Create Index Maintenance Plan...............................................................................................................54 Define Rebuild Index Task.......................................................................................................................55 Finish the Plan........................................................................................................................................56

Regenerate Data Model.................................................................................................................................56 Table Standards......................................................................................................................................56 Included and Excluded Tables.................................................................................................................56 Include Schemas..............................................................................................................................57 Exclude Tables.................................................................................................................................57 Run the Regeneration.............................................................................................................................58

Manual Database Backup...............................................................................................................................59 Run the Backup......................................................................................................................................59

Backup Maintenance Plan..............................................................................................................................61 Create Maintenance Plan........................................................................................................................62 Check Database Integrity........................................................................................................................62 Define Full Backup..................................................................................................................................63 Define Differential Backup......................................................................................................................64 Define Transaction Log Backup...............................................................................................................65 Finish the Maintenance Plan...................................................................................................................66 Email Notification...................................................................................................................................66

Restore Database...........................................................................................................................................67 Restore from Backup..............................................................................................................................67

Purge Database..............................................................................................................................................68 Run the Purge.........................................................................................................................................68

Manage Epicor ERP...............................................................................................................70

Authentication (User Identity) Security............................................................................................................70 Epicor Account Authentication...............................................................................................................71 Password Policy Maintenance..........................................................................................................71 Define Password Policy.............................................................................................................71 Expire All Passwords.................................................................................................................72 Special Characters List.....................................................................................................................72 Password Management...................................................................................................................73 Password Options.....................................................................................................................73 Account Lockouts............................................................................................................................73 Account Lockout Policy............................................................................................................74 Locked Accounts......................................................................................................................74

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System Administration Guide

Contents

Automatic Sign On..........................................................................................................................76 Allow Automatic Sign On.........................................................................................................76

Windows Account Authentication..........................................................................................................77 Password Policy (Windows)..............................................................................................................77 Account Lockout Policy (Windows)..................................................................................................78 Single Sign-On.................................................................................................................................78 Epicor ERP Setup......................................................................................................................79 Server Configuration................................................................................................................80 Administration Console Setup..................................................................................................81 Client Configuration.................................................................................................................81

Authorization (Interface) Security...................................................................................................................82 Security Privileges...................................................................................................................................83 Company Security...........................................................................................................................83 Security Group Maintenance...........................................................................................................83 Create a Security Group...........................................................................................................83 User Security...................................................................................................................................84 Security Manager Levels...........................................................................................................84 Assign Security Privileges..........................................................................................................84 Assign Security Groups.............................................................................................................86 Security Logic Hierarchy...................................................................................................................86 Assign Security.......................................................................................................................................87 Run Time Argument Menu Control..................................................................................................87 Define Run Time Arguments.....................................................................................................88 Menu Security.................................................................................................................................88 Create a Security Code.............................................................................................................89 Assign Menu Security...............................................................................................................90 Security Group Conflicts...........................................................................................................90 Process and Method Security...........................................................................................................91 Assign Process (Business Object) Security..................................................................................91 Assign Method Security............................................................................................................92 Field Security...................................................................................................................................93 Assign Global Field Security......................................................................................................93 Security Group Field Security....................................................................................................94 Security Management.............................................................................................................................95 Menu Security Report......................................................................................................................95 System Activity Log..........................................................................................................................95

Configuration Settings File.............................................................................................................................95 File Customization..................................................................................................................................96 ConfigEditor Tool...................................................................................................................................96 Configuration Settings File Functionality..................................................................................................96 Default.sysconfig File.......................................................................................................................96 Use the ConfigEditor Tool................................................................................................................97 Configuration Settings -- Complete List..................................................................................................97 Application Settings.........................................................................................................................97 User Settings.................................................................................................................................102

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