Introducing the Epicor Solution Workbench

8/18/2019 Introducing the Epicor Solution Workbench

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© 2014 Epicor SoftwareCorporation

Introducing the Epicor

Solution WorkbenchChris Roethler

Senior roduct !anager


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Safe "arbor State#ent

$%RW&R'()%%*I+, S-&-E!E+-S. This Presentation contains certain statements that may

constitute forward-looking statements under the Private Securities Litigation Reform Act of 1995 These

forward-looking statements may include statements regarding future !roduct releases" future

functionality" revenues" cash #ows" growth !ros!ects" installed $ase of customers" the launch of new

!roducts and other statements that are not historical fact These forward-looking statements are $ased

on currently availa$le com!etitive" %nancial and economic data together with management&s views and

assum!tions regarding future events and $usiness !erformance at the time the statements are made

and are su$'ect to risks and uncertainties Actual results may di(er materially from those e)!ressed or

im!lied in the forward-looking statements Such risks and uncertainties include $ut are not limited to

changes in the demand for *!icor&s !roducts+ the timely availa$ility and market acce!tance of new

!roducts and u!grades+ the im!act of com!etitive !roducts and !ricing+ the discovery of undetected

software errors+ changes in the %nancial condition of *!icor&s customers+ and other factors discussed in

*!icor&s %lings with the Securities and *)change ,ommission" including *!icors S-. Registration

Statement %led on /anuary 11" 010" as amended on 2e$ruary 1" 010" our 3uarterly re!orts on 2orm

1-4" and our annual re!ort on 2rom 1- for !eriod ending Se!tem$er 6" 010 As a result of these

factors the $usiness or !ros!ects e)!ected $y *!icor as !art of this announcement may not occur

*!icor undertakes no o$ligation to revise or u!date !u$licly any forward-looking statements


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olling

7ow many !eo!le are familiar withwhat the Solution 8anager was in*!icor 95


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&genda


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Introduction


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Solution Workbench

The Solution :ork$ench in *!icor *RP 1 isa re!lacement for the Solution 8anager in*!icor 9

The idea $ehind this tool has not changed

$ut the way it works is very di(erent Someof the new features are;

– A$ility to 2ilter Tracked *lements

– *)!anded A$ility to Package


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What !akes up a Solution/

Solutions can contain.

• Auto-Tracked *lements =e%ned

• 8anually Selected ,om!onents

– This is one of the most common methods as you can !ackagethings like >? ,ustomi@ations" P8s" and A4s you have createdinto one !ackage

Wh use a Solution/

• This allows you to work in multi!le areas and !ackagethem to $e installed during an u!grade or migration aso!!osed to im!orting one $y one

• Allows users to create elements in a Test d$ at the same*RP version and $uild the solution to $e installed in whatwould $e your Live = at Bo-Live


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Solution Ele#ents

Solution *lements are the

ty!es of items that can $e$uilt into a solution to $einstalled later• *)am!les of these are;

– Re!ort =ata =e%nitions

– A4s

– P8s

– ,ustom Re!orts

–

>? ,ustomi@ations – Security =e%nitions

– =ash$oards


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Solution -racking

?nside *!icor *RP 1" you can %nd the Solution

Tracking o!tion on the main menu in the $ottomleft


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uilding and ackaging a Solution


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uilding a Solution

Fou have the a$ility to add Tracked items or

already created elements to a solution• Fou can do this $y moving tracked items to the

Solution $eing $uilt or search using the Add To Solutiono!tion

- k d It i th S l ti


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-racked Ite#s in the SolutionWorkbench

-racked -ab Selected.

• *lements that =is!lay on the Left Pane

– Summary of the *lements that have $een trackedunder this Solution

– Are %ltered to only the *lements of the Solution Ty!e

• *lements that =is!lay in the Right Pane

– =etail information for the actual tracked records in theselected *lement in the left !ane

– =is!lay ,olumns are $ased on the =is!lay ,olumns

de%ned in *lement 8aintenance


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$inaliing the Solution

Cnce you are ha!!y with your Solution ,ontents" you canselect Actions G uild Solution

uild o!tion allows you to de%ne the name of the solution%le Hca$I and where you want to save to your Server

=ocumentation a$out what elements are in the solutioncan $e included


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Installing a Solution

To install a

solution" selectthe o!tion fromthe Action 8enuand navigate tothe ca$ %le and

select it Fou have o!tionsto overwrite anye)isting elementsin the data$aseand whether to!ut it in thecurrent com!anyor all com!anies


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'e#onstration


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3&

Introducing the

Epicor SolutionWorkbenchChris Roethler

Senior roduct

!anager


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Custo#er Care Card

Select the,ustomer ,arewidget to informus of your entire

e)!erience at?nsights 01.


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• ?llustrated" detailedinstructions of ma'ora!!lication functions

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Introducing the Epicor Solution Workbench

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