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Epicor Administration Console
Epicor Administration Console
ED8936905
90521-905-9204-583702
9.05.702
Revision: March 14, 2013 12:54 a.m.
Total pages: 17
course.ditaval
Administration Console Course Contents
Contents
Administration Console Course.............................................................................................4
Before You Begin....................................................................................................................5
Audience.........................................................................................................................................................5
Prerequisites....................................................................................................................................................5
Environment Setup..........................................................................................................................................5
Overview.................................................................................................................................7
Server Management Snap-in.................................................................................................9
Epicor Server....................................................................................................................................................9
Application Server............................................................................................................................................9
Companies......................................................................................................................................................9
Users.............................................................................................................................................................10
Sessions.........................................................................................................................................................10
Licensing........................................................................................................................................................10
Workshop - List Enabled License Modules...............................................................................................10
Replication Server Snap-in...................................................................................................12
Replication Process Architecture.....................................................................................................................13
Replication Profile Maintenance.....................................................................................................................14
Replication System Maintenance....................................................................................................................14
Replication Agent Process..............................................................................................................................15
Replication Log Reader Process......................................................................................................................15
Conclusion.............................................................................................................................16
This course introduces the Epicor Administration Console. The Epicor Administration Console is a Microsoft®
Management Console (MMC) that provides the ability to manage multiple Epicor server installations on multiple
physical servers from a single interface. The MMC can be installed on any client computer.
Upon successful completion of this course, you will be able to:
• Identify key areas of the Server Management snap-in.
• Account for the basic uses of the Server Management snap-in and Replication Server snap-in.
• Use the new licensing functionality offered by the Server Management snap-in.
• Profit from the use of the Replication Server snap-in.
Read this topic for information you should know in order to successfully complete this course.
Audience
Prerequisites
In order to complete the workshops in this course, all necessary modules must be licensed and operating in your
training environment. For more information on the modules available, contact your Epicor Customer Account
Manager at EpicorCAM@epicor.com. It is also important you understand the prerequisite knowledge contained
in other valuable courses.
• Navigation Course - This course introduces navigational aspects of the Epicor application's user interface.
Designed for a hands-on environment, general navigation principles and techniques are available at each of
the interface levels in the Epicor application - system, module, and program. Workshops focus on each of
these levels and guide you through each navigational principle introduced.
It is recommended that you have working knowledge of the Epicor 9.05 database structure and system
administration concepts.
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.
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. Log in to the training environment using the credentials manager/manager. If you are logged into your
training environment as a different user, from the Options menu, select Change User.
3. From the Main menu, select the company Epicor Education (EPIC06).
Overview
The Epicor Administration Console is a set of Microsoft Management Console snap-ins, used to set up and
maintain the Epicor application.
The Microsoft Management Console is used to create, save, and open collections of administrative tools, called
consoles. Consoles contain items such as snap-ins, extension snap-ins, monitor controls, tasks, wizards, as well
as the documentation required to manage many of the hardware, software, and networking components on
your Epicor application.
The Epicor Administration Console snap-ins include:
• Server Management for managing your Epicor server application servers, including licensing, companies,
sessions, and users.
• Replication Management for setting up and maintaining Epicor database replication.
• Enterprise Search Management for configuring and maintaining your Epicor Enterprise Search servers.
Note Use of the Enterprise Search Management snap-in is not covered in this course. It is the subject
of the separate Epicor University course Enterprise Search Admin.
This section of the course discusses the Server Management snap-in used to manage application servers.
Epicor Server
Application Server
An application server provides a connection to the database and is the key element that is administered.
Note
One or more application servers can be defined for an Epicor server.
An application server is created under the Epicor server. After the application server is created, you can connect
to or disconnect from this server. You can view the server log, as well as lock and unlock the server.
Companies
Companies for the application server are managed under the Companies node.
One or more companies can be defined for an application server.
Use the Companies node to add new companies, delete existing companies, and view or edit properties of
companies.
Users
Epicor application users can be added and managed in the Epicor Administration Console under the Users node.
Configure users that display by utilizing different filters. You can also activate and deactivate users, grant users
permission to function as a global security manager, or deprive users of this permission. Under the Users node,
copy and paste users from one server to another. You can require users to reset their passwords when they log
into the Epicor application.
Sessions
Sessions for the application server are managed under the Sessions node.
One or more sessions can exist for an application server.
Under the Sessions node, you can manage sessions, delete sessions, and select which sessions display by utilizing
different filters.
Licensing
Licenses for the Epicor application are managed in the Epicor Administration Console under the Licensing node.
In previous versions, it was necessary to manually enter a large number of 16 digit codes that were set up four
digits at a time. Now, instead of manually entering codes, you select the license file from your hard drive. All
codes are imported and transferred to the server. You can then enable the module list as you implement various
features of the Epicor application.
You can import or delete the license file. View the license properties, including basic information such as the
license serial number, expiration date, license type, and data on companies and modules included in the license.
In this workshop, select an application server and display the modules included in its product license, including
which of the modules are currently enabled for use.
1. In the Epicor Administration Console tree, navigate to the application sever licensing node to display a list
of available licenses.
For this workshop, select ServerID > EpicorTrain905 > Licensing.
4. Review the current status of the listed modules. For this workshop, no adjustment is required.
When a license is first imported, only the base system and its automatic elements are enabled. To select any
additional purchased modules, click Enable All Licensed or select individual modules. Note that it is not
possible to disable a module once it has been selected and its enabled state has been saved to the server.
a. Click the down arrow next to Copy Grid, and clear the Copy Disabled Modules option. Ensure that
Copy Enabled Modules remains selected.
c. Open a text editor such as Notepad and paste the copied list.
At this point you could save the list for later reference. For this workshop, close the text editor without
saving.
This section discusses the Replication Server snap-in. Database replication synchronizes data between an Epicor
source database and one or more target databases. The target database types can be:
• Epicor running under a MS SQL Server
• Ad-hoc running under a MS SQL Server
• Customer-defined database running under any database engine
The arrows in the graphic above represent data flow between the components.
Replication process components are managed by the following applications:
• Microsoft Management Console (MMC) is used to manage the replication server and the subscriber. It is
an MMC snap-in that uses .NET remoting to connect to the replication server.
Note
For additional information on the Management Console and the configuration settings, which should
be done for the replication process, refer to the Management Console topic in Application Help.
• The publishing side is managed through a set of Epicor programs, such as Replication Agent and Replication
Log Reader processes, as well as Replication Profile Maintenance and Replication System Maintenance.
Menu Path
Navigate to this program from the Main Menu:
• System Management > Replication > Replication Profile Maintenance
Important This program is not available
®
in the Epicor Web Access™ interface. You can launch this program
from an Epicor Smart Client (Windows ) interface.
Use Replication System Maintenance to assign profiles and check the settings of the replication system.
When you open Replication System Maintenance, the list of available companies displays in the tree view. When
you select a company in the tree view, its data displays on the Details > Company Details and Details > Profile
List sheets.
The Details > Company Details sheet displays information specific to the company selected in the tree view.
You cannot perform any actions on this sheet. It is for informational purposes only. It displays the company ID
and the company name.
Use the Details > Profile List sheet to assign profiles to companies.
There is a Settings Option to invoke the Replication Settings dialog box. Use this dialog box to view and edit the
default application settings.
Menu Path
Navigate to this program from the Main Menu:
• System Management > Replication > Replication System Maintenance
Important This program is not available
®
in the Epicor Web Access™ interface. You can launch this program
from an Epicor Smart Client (Windows ) interface.
Use the Replication Agent Process to configure the replication agent and to process requests from the replication
server.
Example
An example of how the replication agent is used when a request is submitted to initialize a new subscriber
in the replication server management console. The replication server sends this request in a Sonic message
to the replication agent, and the replication agent saves this request to the repl* tables in the Epicor
database.
Replication agent processes save requests by polling the repl* tables at certain time intervals. This task checks if
a request is available in the Epicor database, executes the request, and sends a response to the replication server.
For the initialization request example, the replication server then notifies the subscriber and subscriber commits
the data to the database.
Menu Path
Navigate to this program from the Main Menu:
• System Management > Replication > Replication Agent Process
Important This program is not available
®
in the Epicor Web Access™ interface. You can launch this program
from an Epicor Smart Client (Windows ) interface.
Use the Replication Log Reader Process to configure the replication log reader. The replication log reader
transfers data from the publishing database to the replication server.
Note
The Replication Log Reader is a task used to send data from the P.D. to R.S.
The replication log reader task runs by a specified schedule. Typically, it is a startup schedule, which means the
task starts each time the process and agent application servers start. By default, this task executes every minute;
however, configure this parameter according to your needs. This task queries for records in the replication log
table. It then places them in a Sonic message, consolidating these records in chronological order and grouping
them by tables.
After the records from the replication log table are transferred to the Sonic messenger service, the replication
log table clears.
Menu Path
Navigate to this program from the Main Menu:
• System Management > Replication > Replication Log Reader Process
Important This program is not available
®
in the Epicor Web Access™ interface. You can launch this program
from an Epicor Smart Client (Windows ) interface.
Conclusion