Supplier Content Guide

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Epicor Portal

Installation Guide

for Epicor 9.0

Supplier Content


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Epicor Software Corporation makes no representations or warranties with respect to the contentsof this manual and specifically disclaims any implied warranties of merchantability or fitness for anyparticular purpose.

This manual is subject to change without notice. The contents of this manual are believed to becurrent and accurate as of its date of publication. Changes to this manual between reprintings andother important information about the software product are made or published in release notes andyou 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 makeimprovements or changes to the products or programs described in this publication at any time,without notice.

Copyright 2008 by Epicor Software Corporation. All rights reserved.

Published in the United States of America. No part of this publication may be reproduced in anyform without the prior written consent of Epicor Software Corporation.

Trademark A cknowledgments

Epicor is a trademark of Epicor Software Corporation. All other company and product names aretrademarks or registered trademarks of their respective owners and are acknowledged.

12/ 18/ 2008


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Contents

Epicor Portal Content Installation Guide iii

Contents

Introduction vAbout This Guide vi

Technical Support viii

Chapter 1 Installation Overview - Start Here 1Content Pack Overview 2

Architecture Overview 3

Server 3

Client 4

Chapter 2 System Requirements 5Portal Server Requirements 6

Additional Servers 7

Client Requirements 8

Chapter 3 Installing the Content Pack 9Epicor Server 10

Service Connect 11

Epicor Portal 13

Getting Started 17

Index 19


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CONTENTS

iv Epicor Portal Content I nstallation Guide


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Introduction

Epicor Portal Content Installation Guide v

Introduction

Overview

This guide describes how to install and get started with an Epicor Portal

content pack for Epicor.

This preface describes this guide and support resources.

In this preface This preface includes the following sections:

Topic Page

About This Guide viTechnical Support viii


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Introduction

vi Epicor Portal Content I nstallation Guide

About This Guide

Audience This guide is for Epicor Portal administrators who are installing anddeploying an Epicor Portal content pack for Epicor.

Guide conventions This guide uses the following conventions:

Example of Convention Description

True, Cancel,Add, Enter Names of forms, constants, buttons,

and keyboard keys, appear withinitial capital letters and in bold.Reference to a button is usually

preceded by the word Click.

Call Detail form Dialog boxes are called forms.

Name text box, Parts list This book uses industry-standardnaming conventions for most dialogbox controls and other GUIelements. There are a few

exceptions, such as the use of form,as described above.

C:\MyDocuments\ReadMe.htm Paths and file names are given in

mixed case.Find +Calls +All Calls A plus sign (+) between menu

names indicates the sequence inwhich to navigate a menu hierarchy.

ALT + F1 A plus sign (+) between key namesindicates a combination of keys. Forexample, ALT+F1 means to holddown the ALT key while pressing

the F1 key.

Note:,

Warning:

A Note is supplementary

information about a topic. AWarning lets you know about apotential problem.

AddNew dsLogin

Dim Counter

This font and color is used for code.


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About This Guide

Epicor Portal Content Installation Guide vii

ENTER Capital letters are used for the namesof keys and key sequences, such asENTER and CTRL+R.

Example of Convention Description


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Introduction

viii Epicor Portal Content I nstallation Guide

Technical Support

Before contactingus Before contacting technical support, prepare the following information: Product version numbers.

Your operating systems.

Exact wording of any error messages.

A description of the problem(s).

Descriptions of how you tried to solve the problem(s).

Contact information For US and Canadian customers, telephone support hours are 6:00 AM

to 5:00 PM CST, Monday through Friday. Holidays are excluded.

Toll free phone: (800) 975-5564

E-mail: [email protected]

For customers outside of the US and Canada:

Australia

Toll free: 1800-359-997 or +61 (0)2 9927 6280Fiji 00800 2082

New Zealand Toll free: 0800 444 733

Australia fax: +61 (0)2 9966 1093New Zealand fax: 0800 442 770

e-mail: [email protected]

Latin America & Caribbean RegionPhone : +52 81 82217110

Fax: +52 81 82217117


UK, Europe, Middle East & Africa Region

Phone : +44 (0) 1344 468 011


Technical support

web site

Technical support web site is at:

http:/ / epicweb.epicor.com/
http://epicweb.epicor.com/http://epicweb.epicor.com/


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1Chapter

Epicor Portal Content Installation Guide 1

Installation Overview - Start Here Chapter 1

Overview

Introduction This chapter gives an overview of the architecture and the installation

for this Epicor Portal content pack.

In this chapter This chapter discusses the following topics:

Topic Page

Content Pack Overview 2

Architecture Overview 3

Installation

Overview - StartHere


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CHAPTER1 Installation Overview - Start Here

2 Epicor Portal Content I nstallation Guide

Content Pack Overview

Overview

Epicor Portal content packs are collections of Epicor Portal views

designed to work with specific Epicor applications. This content pack is

designed for Epicor.

The Supplier content pack has views designed for your suppliers to see

Epicor data that relates to them.

Your suppliers can:

Confirm and reject purchase orders.

View purchase order details.

View their invoices with details.

Respond to Requests for Quotes (RFQ).

View RFQ details.

View and update some of their company data.


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A rchitecture Overview


Architecture Overview

Introduction This section gives an overview of the content pack architecture and site

configuration.

Server

Server application

components

This content pack requires several server applications.

The core applications are:

Epicor Portal.

Epicor Service Connect (runtime only or with Workflow Designerif you are creating your own updateable views). Portal updatable viewsare hooked up to shipped Service Connect workflows to update data.

Epicor application server with web services installed.

You may wish to expose the Portal views as SharePoint web parts. Inthis case you would need aMicrosoft SharePoint server.

You have options for installing these server applications on their own

server computers or combining applications on server computers.

Portal server and

Service Connect on

same computer or

separate computers

The Epicor Portal server computer and the Service Connect server can

be on the same computer or on separate computers. If you are trying to

conserve server computers, these two applications are good candidates

to run on the same server.

Epicor server The Epicor application and its database are generally on their own

servers.

Interactions withother applications

If Windows SharePoint Services is in use on the same server, note thatSharePoint and Epicor Portal must be installed to different web sites

(each with its own port number).


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CHAPTER1 Installation Overview - Start Here


Client

Client components There is no client install package. Portal users only need Microsoft

Internet Explorer 6.0 or higher.


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2Chapter


System Requirements Chapter 2

Overview

Introduction This chapter describes the system requirements for this content pack.

In this chapter This chapter discusses the following topics:

Topic Page

Portal Server Requirements 6

Additional Servers 7

Client Requirements 8

System

Requirements


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CHAPTER2 System Requirements


Portal Server Requirements

Introduction The content pack files are installed on an Epicor Portal server.

Content pack server

requirements

The content pack server requirements are:

Item Requirement

Processor See Epicor Portal server requirements.

RAM 2 GB minimum, 4 GB recommended.

Operatingsystem

See Epicor Portal server requirements.

RequiredSoftware

Epicor Portal 9.0


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Additional Servers


Additional Servers

Additional server

version

requirements

The additional servers and their versions that are needed for the content

pack installation are:

Item Requirement

Epicor server(s) Epicor 9.04.502a

Service Connect

server

Epicor Service Connect 9.0

Optional

software (forpublishing views

as web parts)

Microsoft Office SharePoint Server 2007 or

Windows SharePoint Services 3.0


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CHAPTER2 System Requirements


Client Requirements

Client requirements The client requirements are:

Item Requirement

Connectivity http access to Portal server

Requiredsoftware

Microsoft Internet Explorer 6.0 or higher.


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3Chapter


Installing the Content Pack Chapter 3

Overview

This chapter describes any special instructions needing to be performedon the servers with which the content pack may possibly interact and

also describes the installation of the content pack views.

In this chapter This chapter includes the following topics:

Topic Page

Epicor Server 10

Service Connect 11Epicor Portal 13

Installing the

Content Pack


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CHAPTER3 Installing the Content Pack


Epicor Server

Introduction In this section you will prepare the Epicor server to work with the

content pack.

Expose Epicor web

services

Several Epicor web services need to be installed. To expose these web

services:

Step Action

1 On your Epicor server:

Go to the root of your Epicor900 folder. Under thatopen theWeb Services folder.

2 Open theWS-Configuration_QuickStart.doc file.

3 Follow the instructions to install the followingservices:

DynamicQueryService.

POService

VendorService

4 Take note of the virtual directory name if you

changed it from the default (EpicorServices).


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Service Connect


Service Connect

Introduction Service Connect workflows handle the updating of application data.

This section describes how to prepare Epicor Service Connect to workwith the portal content.

Add web references

to certain Epicor

web services

Web references to certain Epicor web services must be added in the

Service Connect Administration Console. The workflows that areinstalled later depend on them. To add the web references:

Step Action

1 Note:You should create a Epicor user with a username something like Supplier PortalUser that doesnot have a workforce to use for the Epicor userrequired in step 8 of this procedure. This user shouldalso be an authorized user for all buyers to confirmpurchase orders.

2 On your Service Connect server:

Open the Service Connect Administration Console.

3 Expand theConnectivity node. Right-clickService

References and selectAdd Service Reference.

4 ClickNext on the wizard welcome screen.

5 For Service URL, type or paste the URL to thePOService web service. Use IIS Manager if you needto browse for the URL. It will be under the virtualdirectory you noted in the procedureExpose Epicorweb services on page10.The URL will be similar to: http:/ / servername/EpicorServices/CRMCallService.asmx

6 For Service Reference Name, typePOService (typeexactly as shown, the name is case-sensitive).Select Import All Methods.

7 For Service Reference Type, select Epicor WebService.

ClickNext.


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8 On the Security settings, under Epicor Security typethe Epicor user name and password of the user you

created in step 1, and selectEpicor.Mfg.WS.Cryptography. ClickNext, andclickNext again. When Web Service importsuccessfully finished displays, clickNext and thenFinish.

9 Substituting appropriate values, repeat steps 2-7 for:

VendorService (for Service Reference Name typeVendorService).

RFQVendService (for Service Reference NametypeRFQVendService).

VendPartService (for Service Reference NametypeVendPartService)

Step Action


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Epicor Portal


Epicor Portal

Introduction This section describes how to prepare Epicor Portal to work with this

content pack.

In this section This section covers the following topics:

Topic Page

Register Service Connect with Portal 13

Add a data source 13

Add a role for the data source 13

Add a group for Supplier users then add users to group 14

Installing the Portal views 15

Register Service

Connect with Portal

If you did not already register the location of your Service Connect

integration web service with Portal during Portal installation, refer to the

Epicor Portal Installation Guide, Getting Started section of Chapter 4

and register the Service Connect integration service now.

Add a data source You will create a Epicor BAQ data source. Log on to Epicor PortalAdministration Console (EPAC), expand your installation, right-clickData Source Types and select Add Data Source Type to add a data

source. PressF1 while in Epicor Portal Administration Console to open

its online help. In the online help table of contents go toHow do I -->Manage Data Source Types -->Create a Data Source -->How to

Create a Data Source for Epicor BAQ for instructions.

The URL you are prompted for (if you choose the web service option

over the local client option) is the URL for the DynamicQueryService

you configured inExpose Epicor web services on page10.

Add a role for the

data source

Once you add a data source in the EPAC, you can right-click the SecurityRoles node under the data source and select Add Role to add one or

more security roles. See the EAC help topicHow do I -->Manage

Data Source Types -->How to Add a Security Role for instructions.


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Naming a role Suppliers makes sense for this content pack.

For this content pack installation, using Role based authentication is

recommended. Note the following about the configuration of the

security role properties: select Role-based on the Epicor logon tab, selecttheUse custom security settings option and enter Epicor credentials.

Users assigned to this role all use the entered credentials to accessEpicor.

Add a group for

Supplier users then

add users to group

In EPAC, right-click Groups under Security to add a group for the

content pack users. See EAC help topicHow do I -->Manage

Security -->How to Add a Group. For the group you add, you willclick the Assigned Roles tab and select a role from the role(s) you created

for the content pack.

Finally, you will add the Windows accounts of a potential content packusers to the group(s) you just created. See the help topicHow do I -->

Manage Security -->How to Import a User to import users. See the

How to Add a Group topic for an explanation of how to add a user to a

group (via the Group members tab).

When you import users you will selectRole based on the Epicor logon

tab. Also for each user, click theParameters tab and configure these

parameters as appropriate for the user:

Parameter004 = Parameter005 =

Parameter006 =


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Epicor Portal


Installing the Portal

views

To install the content pack views:

Step Action

1 On the Portal server:

Make sure you are logged onto the operating systemas Windows user who is member of thePortalAdministrators group (this group is administeredusing Portal Administration Console). The Windowsaccount should also be a member of theAdministrators group on the domain of the computeron which Portal is installed.

2 ClickStart +Programs +Epicor Software +

Epicor Administrative Tools +Epicor PortalAdministration Console.

3 Right-click the http node of your Portal server andselect Restore Portal.

4 ClickLoad.

5 Browse to select the

SupplierPortalBackupData.brx that is on the

content pack compact disc or is in the files youextracted from a download.

ClickOpen.

6 Select Business Views so its check box is selected.

7 ClickMap data sources.

8 Double-click theEpicor 9 Client datasource underOld datasource. The Existing datasources windowopens. Make sure the data source you configured thecontent pack is highlighted. Click OKon the Existingdatasources window and clickOKagain on theDatasource mappings window.

9 Make sure thatOverwrite existing views is selected.

10 Make sure thatRestore and overwrite ServiceConnect is selected.


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11 ClickRestore. Click OKon the success message.

12 Click theX in the window corner to close the Restore

Portal structure window.

Step Action


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Getting Started


Getting Started

Introduction In this section you will test the views and be directed to SharePoint

information.

In this section This section covers the following topics:

Topic Page

Testing installed views with Portal Data Explorer 17

Consider whether you want to publish views to SharePoint 17

Testing installed

views with Portal

Data Explorer

To test the Portal views you just installed:

Consider whether

you want to publish

views to SharePoint

If you want your users to interact with views inside of Microsoft

SharePoint, open the Portal Data Explorer and click the question mark

icon to open the Data Explorer online help. See the topics under the

Working with Views in SharePoint section.

Step Action

1 Log onto Windows as a user with Administratorrights in Portal. Open Internet Explorer. Type theURL to the Epicor Portal application files. The

default URL is

http:// servername/ EpicorPortal.

2 Expand the workspace where the views were installed.This could be under My Workspace or My Colleagues.Under the Supplier folder drill-down into the view

folder structure. Click a view to run it. Find a columnthat can be edited (as indicated by the pencil icon atthe top of the column). Change a value and apply youredit.

Right-click view results to see linked views.


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Index

Aarchitecture overview3

EEpicor Portal, configuration13

PPortal views, installing15

S

Service Connect, configuration11system requirements, client8system requirements, web server6

Ttelephone supportviii

VView reference documentation17

Wweb site, technical supportviii

Epicor Information Worker for Sales and Marketing

Index


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INDEX

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