Epicor ERP Documentation – Setup and Web Resources


Having just returned from the Epicor Insights conference, I thought to review some information that I ended giving out in conversation with attendees in our Solutions Pavilion, including some basics of help installation.

Help installation
The help installation is, of course, covered in the Epicor installation guide, but there are a few items to highlight. Once you run the basic help installer (which more or less just unzips the help), there will be a folder below the Help folder named Setup. You could theoretically use the help without the next step but then the help files would be served up via the file system and performance would suffer. For best performance, go into the Setup folder, right-click the EpicorHelpSearchSetup.exe, and select Run as Administrator.

Next there is a step 1 button “Create Virtual Directory.” After you run this, you could again stop here. Now the files are served up via http which is a great performance boost for the help, but you still do not have server-side searching of help. Until you enable the server-side search, search indexes for a client-side Javascript search get downloaded which is a performance hit (also the client-side search is not as robust). To get the server-side searching, you click the step 2 button “Switch to Windows Indexed Search.” Once you complete this step (and wait for the initial index), your help is set up for maximum performance and usability. Also see my previous blog entry for ideas on leveraging the indexed documents (now that you are running server-side search) with your own additions for customization of help.

Technical reference guides
Now that you have your help installed and configured, in the help enter this search: technical reference guides. The first search result should link to an overview topic of the Epicor technical reference guides. Use the links in that topic to access the dozen or so guides we have that are aimed at the power user or system administrator who needs an end-to-end explanation of a subject. You can use the online or PDF versions of the guides.

Web resources/downloading documentation
All of the Epicor documentation is posted on the Epicor customer portal Epicweb – http://epicweb.epicor.com. After logging into Epicweb (contact your Customer Account Manager if you need an account), click the Documentation menu item on the top level menu and select Epicor 9 from the sub-level menu. The documentation deliverables are organized by release. You’ll notice that a major release (usually one with schema changes) will have the largest number of items. For example, release 9.05.700 has something close to 100 deliverables while release 9.05.702 has 70. Some deliverables are not regenerated in each service pack, so if you are not finding a deliverable in a service pack, remember to go back to the last major release and look there.

User guides are another great resource. These are our illustrated guides that go step-by-step through application and system processes. Because of their size (due to screenshots), they are broken into several PDFs per guide. To find the user guides on Epicweb, click the Documentation menu item on the top level menu and select Epicor 9 from the sub-level menu. Then look to the right-most column under the heading More Information. You will find a link to the user guides there (as well as links to hosted versions of help and feature summaries).

I hope I covered enough in this entry to accelerate your use of Epicor documentation. Feedback is always welcomed at documentation@epicor.com.

Posted by Charles Lloyd, Sr. Content Manager, Epicor University


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