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Epicor ERP and Your Anti-Virus: A Love-Hate Relationship

Epicor ERP and Your Anti-Virus: A Love-Hate Relationship

I’ve seen enough of Epicor ERP installations to know that a finely tuned system needs… fine-tuning. Perhaps that’s obvious, but nonetheless, I’ve seen many deployments where Epicor ERP is installed, but not set up optimally. One area that has my bits all scrunched up is anti-virus, sometime called anti-malware, or malware protection. I’ll just call it anti-virus for purposes of this discussion.

Each vendor does it a little differently, but there are three primary aspects to worry about.

  1. Real-time scanning
  2. Scheduled scans
  3. Injection into an application

 

Depending on the tool and the configuration, you might have one or all three at play, on both your SQL and Epicor ERP servers. Done right, they’ll do their job, keep you protected, and stay out of your way. Done wrong, and your performance, reliability, and up-time will suffer.

Now, in my humble opinion, a dedicated, patched, protected, and behind the firewall SQL server needs no anti-virus – it’s not a file server, nor a SharePoint server, nor do any end-users directly interact with it. Your installation might be different, check your exposure! Anti-Viruson a SQL server, improperly configured, will just slow it down and give you headaches. If you can avoid it, do so. Of course, your company policy might require AV installations on ALL servers. Please follow Microsoft’s guidance for choosing anti-virus software to run on SQL Servers, including their exclusions. Some AV software will recognize SQL and exclude automatically, but don’t assume that to be the case.

Epicor ERP is another animal. By definition, an Epicor ERP application server is also a file server and is often exposed to the internet in some capacity. Therefore, in addition to your firewalling, patching and backups, make sure to protect your Epicor ERP Application servers with anti-virus – with the proper exclusions.

Some anti-virus platforms let you do the exclusions on the end-point, others require a central management console. Many enterprises have a team to handle it. Either way, set up the exclusions and then test them by dropping a copy of the test malware Eicar (from eicar.org) into one of the folders. The file won’t execute (since it’s an OLD win16 file), but if AV is scanning that folder, it’ll pluck it out and you’ll know AV is active in that folder.

Replace the X: with the volumes you’ve deployed Epicor ERP on. Not all installations will have all these folders, depending on the extensions and add-ons deployed.

X:\Epicor* X:\Program Files (x86)\Common Files\Epicor Software Corporation* X:\Program Files (x86)\Common Files\Epicor Software* X:\Program Files (x86)\Common Files\Epicor* X:\Program Files (x86)\Epicor Software* X:\Program Files (x86)\Insite Software* X:\Program Files (x86)\Seagull* X:\ProgramData\Epicor Software Corporation*

X:\ProgramData\Epicor* X:\ProgramData\EpicorSearch* X:\InsiteShip* X:\APM* X:\Applications\EKM* X:\BarTender Formats* X:\BarTenderData* X:\BarTenderTaskList* X:\Program Files (x86)\Insite Software* X:\inetpub\wwwroot\(Servers) – replace with appropriate folders X:\inetpub\wwwroot\(Servers)-(extensions) – replace with appropriate folders

Don’t forget the Epicor clients – whether they be full Windows clients or Terminal Servers:

C:\ProgramData\Epicor* C:\Program Files\Epicor Software* C:\Program Files(x86)\Epicor Software*

 

Looking for assistance with your Servers? Contact us and don’t worry, we’ve got IT covered.

 

 

What’s It Good For Anyway? Why You Need to Include Epicor ERP in Your Manufacturing ERP Software Selection

What’s It Good For Anyway? Why You Need to Include Epicor ERP in Your Manufacturing ERP Software Selection

The Epicor ERP consulting life is a tale of many worlds.  There is the world of travel, with its flights and sights, with its energy pulsing through everything, making me feel at times like I’m still the college student backpacking across Canada with a copy of Jack Kerouac’s On the Road in one pocket and Joseph Campbell’s The Hero’s Journey in the other.  And then there is the solitary work of the hotel: the late-night coding, the endless hours studying a new module, feeling as if stranded on a strange and seemingly uninhabited island, like Robinson Crusoe, searching for a fellow IT islander to help me understand my new world.  This country, with its beautiful natural landscapes and stunning human-created terrain, is a vast and amazing place, and the more of it I see, the more it humbles me with its immensity and variety.

 

An old chum of mine, a WWII vet, and thus a rather well-traveled man in his own right, would often interrogate me over the spaces and places I’ve been with the simple question, “So wha’s it good fer, anyway?”  

 

He was looking for something about my new acquaintances and places that distinguished them from other populations or locations.  To his entreaty, I’d tell him of some local natural wonder, or some landmark, a historical site of interest, or else a local signature building, like Louis Sullivan’s “jewel box” bank in Owatonna, MN, or Frank Lloyd Wright’s Price Tower in Bartlesville, OK.  “I see,” he’d respond once I was done, nodding approvingly at whatever little tidbit I offered.  

Customers in the midst of an Enterprise Resource Planning (ERP) software selection cycle have an outlook not unlike that of my old friend.  They are trying to understand how different enterprise platforms compare with one another and whether those differences hold any specific extraordinary meaning.  When customers in search of an ERP system come to me looking for insight into the Epicor ERP application, their question is usually the same one my old friend posed to me so many times: “So, what’s it good for, anyway?”  The answer to such a question should help a customer understand whether or not a given ERP platform is the best fit for them, and is thus an important question to ask and answer thoroughly. 

 

So, what is Epicor ERP good for anyway? 

Epicor’s ERP application is a mature manufacturing platform that provides considerable functionality to assist manufacturing companies in a variety of industry verticals.  Among the many capabilities of the application are the following:

 

Support for Deep Bills of Materials (BOM): 

 

Companies with large, complex product often need ERP systems that can handle deep bills of materials (BOMs).  Epicor ERP’s engineering capacities match these needs, offering the ability to define extensive bills of materials for complex products, for the definition of standard product through the part (item) master module and also at the quote and job (work order) modules, allowing for the definition of product at key points of the sales and fulfillment cycles.

 

Robust Quoting Module:  

 

Speaking of the quote module, Epicor ERP’s estimating capabilities are extensive, and allow companies to handle Requests for Proposal (RFP) with speed and efficiency, while providing the necessary information to ensure accuracy.  The ability to build a cost model from a bill of material, and routing at the quote line, allows the salesperson to understand costs before determining prices, and the quote worksheet capabilities allow for a variety of cost-based markups and discounts.  The module also integrates with Epicor ERP’s product configurator, enabling systematic feature-based quoting.  Moreover, the Epicor ERP platform allows for quotes to be pushed to sales orders, ensuring a seamless transition from pipeline to backlog. 

 

Well-Integrated and Fully Functional Product Configurator Module

 

Many software vendors run away from developing integrated configure-price-quote (CPQ) modules, opting instead to let their partner community fill in this gaping hole.  Epicor ERP took the opposite approach and built a robust product configuration module.  The module integrates with the quote, sales order and job (work order) modules, allowing for reconfiguration at each step, as customer requirements become better-defined.  Epicor ERP’s product configurator allows components to take formerly engineer-to-order products and standardize them, based on the product’s characteristics needed, the time of sale, and a set of rule-based actions to generate the bill of materials at the time of manufacture.  This eliminates the need for companies to define every product from scratch.  It also eliminates the need to build out an extensive array of stock-keeping units to address each permutation and combination of options. 

 

The Ability to Handle True Engineer-to-Order (ETO) and Configure-to-Order (CTO): 

 

For customers who work in a true ETO environment, where every product is so unique that it requires custom engineering, Epicor ERP supports the flow of such products through the application using “parts on the fly”—products that redefined at the quote, order, and/or job levels, but do not exist in the part (item) master.  This allows companies to define and deliver products without having to clutter their part master file with such “one-off” products.  Additionally, Epicor ERP’s partner product CADLink allows for the transfer of bill of material data from CAD systems to the ERP application.  This allows engineers to develop product models in their CAD system and then efficiently transfer the data to Epicor ERP, to support the production and delivery of the custom product in question. 

 

Support of Mixed Mode Manufacturing: 

 

Few companies operate exclusively in a make-to-order or a make-to-stock model.  While companies may produce some products only as needed, it is often financially impossible to do this with all items, especially high-volume products.  Epicor ERP’s ability to mix and match fulfillment methodologies allows customers to aggregate stocked supply for efficiency, while supplying make-to-order products directly, allowing for greater visibility and priority.  Such capabilities allow companies to leverage the benefits of both models. 

 

The ability to combine Discrete and Project-Based Manufacturing: 

 

According to the textbooks, project manufacturing functions at an aggregate or “bucket” level, where labor and materials are rolled up against a single entity, as opposed to discrete manufacturing, where discrete items are built, shipped, and invoiced.  In practice, Project manufacturers frequently operate in hybrid models, where the needs of the market demand more than simple project manufacturing approaches.  Epicor ERP’s project module integrates with its quoting, order management, and job management modules, providing the ability to handle large “buckets” of work while also supporting the delivery of discrete goods, while rolling up costs and revenues for all items sold under the same umbrella.  Further still, Epicor ERP’s project module provides planning tools that allow oversight to the many facets of a project.  This allows companies to execute large projects with the necessary level of detail to match customer expectations, while also supporting internal cost, revenue, and delivery objectives. 

 

Fully-Featured Manufacturing Execution System (MES): 

 

Epicor ERP offers a seamless transition from planning to shop floor control with their Manufacturing Execution System (MES) module.  MES supports all aspects of shop floor management: production control, material issue, material movement, and shipping.  Employee records can be configured to allow access to one or more areas within MES, based on employee roles.  The use of MES within a manufacturing environment allows for the real-time collection of manufacturing information, providing status to the shop floor activities to the whole organization.  Also, by providing the ability to track actual labor in real time, MES supports a customer’s expanding need to understand actual production performance. 

 

A Robust Material Resource Planning (MRP) Engine and the Related Tools to Support the Planning of Manufactured Supply: 

 

The use of Material Resource Planning MRP-based planning methods can be problematic in to-order organizations, but Epicor ERP’s MRP module ties tightly to its job management and inventory modules to provide mixed mode supply in support of various forms of demand.  Users can run MRP based on the facility in question, based on a product family or a commodity class, or even on a specific product itself.  This reduces the time required to generate the needed supply records.  MRP can also be scheduled on a routine basis, and offers the traditional regenerative and net change options.  Multi-level pegging capabilities can also be woven into the fray, in order to give users the ability to trace the supply to each discrete source of demand.  Epicor ERP also provides a number of tools to review the output of MRP, review exceptions, and convert MRPs supply selections into actionable work orders. 

 

Analytics: 

 

Epicor ERP offers a number of different analytics capabilities.  At the simplest levels, Epicor ERP provides the ability to create reusable queries that serve as the foundation for real time reporting tools.  Moreover, Epicor ERP’s Business Activity Queries form the foundation of Epicor ERP’s new Data Discovery (EDD) platform.  Data Discovery allows for the creation of real-time Key Performance Indicators (KPIs), which can be deployed to an Epicor ERP user’s homepage, providing metrics to allow managers to gauge their business performance across the workday.  Additionally, Epicor ERP’s Data Analytics platform provides the ability to cube Epicor ERP data and analyze it across multiple dimensions. 

 

Those are just some of what Epicor ERP is good for, so why not give it a look?

 

Having worked with the Epicor ERP application (and prior versions) for two decades, I’ve seen its horizons expand, both from a technology and functionality perspective, and this trend continues.  A few weeks ago, I took the interstate from Syracuse, NY to North Philly, and the drive through Pennsylvania’s breathtaking slice of the Appalachians left my mouth open in amazement as my car seemed to float me in a space above the lines.  And the company I left behind me in Syracuse, after we celebrated the culmination of a two-year project that brought them live with the newest Epicor ERP system, filled me with as great of awe.  I advise manufacturing companies in search of a new ERP to give Epicor ERP a test drive.  It’s a system that inspires human greatness and allows companies to build wondrous IT landscapes for consultants like me to travel in, surrounded by flights and sights of creativity, of new worlds.

 

Did you like this blog? Check out “Why On Earth Do I Need an ERP System?”

Ransomware, a Good Way to Stop Your Business. Or Maybe Not?

Ransomware, a Good Way to Stop Your Business. Or Maybe Not?

I just need to get this off my chest – so bear with me. 

First off, I’ve been doing sysadmin work for scores of years now, and the idea of backups, business continuity, and “bad guys” isn’t new.  However, this week it was brought to a new and interesting head for one small business. 

Rewind the clock two years and we were in the conversation with this business about where they host their “golden nuggets” of their business, what servers did what, where were the users, how did the backups fare, state of malware, web filtering protection, etc.  You know, all the “normal” stuff any qualified IT provider would ask a prospective customer. “We’re fine” was the answer – they had an in-house IT guru watching all that stuff.  However, they did make a (wise) decision to host their ERP solution with us.  

Last week, our monitoring went suspiciously quiet, it looked like the company went on vacation, or they had fallen asleep at the keyboard. I reached out to the company, and was informed that they had been the victim of the latest ransomware attack, and all their documents were encrypted and unusable. Thankfully, since they were hosting their ERP system with us, that was safe from the attack. All their ERP data was secure but everything else they controlled was locked. Backups proved unreliable or inaccessible, so the ransom was paid. The company got lucky and the recovery key worked and they got their documents back.  What they didn’t get back was Active Directory.  Ouch!  Nobody could login, even though their documents were back on a server, nobody could access them. 

A week later, a new domain, and new profiles on everyone’s desktop, new shares, new permissions, and they were back up and running. After everything, the company is back to doing business, but it could have been a much worse situation. A critical note: the ERP system was never at risk and no ERP data was lost since that was safely stored elsewhere. 

Moral of the story: 

  • Test your backups. Not just documents, but the whole server.  How long does it take to get it back? It should not be more than a few hours.
  • Just because you can restore files doesn’t mean you can go out, buy a new server and restore your existing workload onto a new server. 
  • If you can’t live without it, and you don’t have the in-house expertise to manage it – outsource it! Let the pros handle the critical IT while you do what you do best: making essential product and making your business grow. 

 

Contact Us to learn whether Hosting is right for your company.  

Learn more about EstesGroup’s EstesCloud Hosted ERP here… 

Can Your Business Survive a Recall? Serial Number & Lot Tracking for Wholesale Distributors & Retailers

Can Your Business Survive a Recall? Serial Number & Lot Tracking for Wholesale Distributors & Retailers

Every month there seems to be some sort of mass serial or lot recall.

Take the recent recall for Ford Fusions’ gear selector, BMW’s i3 circuit board which caused sudden auto shutdowns, or even Britax baby gear Bob stroller lawsuit & recall. All of these have some important ramifications for consumers, manufacturers, and even the distributors and retailers in-between.

 

To alleviate and address consumer fears, manufacturers need to initiate the recall and fix the issue which means distributors and retailers need to know who purchased the items, what the affected serial numbers, lot numbers, or potential manufacture/purchase/sales dates are for the affected items. Large companyes may have these capabilities, but how do small to mid-sized retailers or distributors track that vital information? Many times, serial number tracking and lot number tracking is done with disconnected spreadsheets, accounting software not designed for serial and lot tracking, which leads to erroneous information and potential for signification financial impacts.

 

It’s times like these which force midsize supply chain companies to answer the following questions:

  1. Do my current business processes support this level of tracking and recall?
  2. Can my business system provide this information correctly in a timely and economical fashion?
  3. What burdens will this place on my business efficiency?
  4. What is the total financial or legal impact on my business?

If you can’t answer these questions or the answers you come up with point to problems for your business, then now is the time to seriously think about an ERP system . . . before it’s too late.

 

Epicor Prophet 21 ERP (P21) has Serial and Lot Tracking capabilities throughout the system to make sure that distributors and retailers have proper trace-ability and reporting in the following key modules:

  • Supply Chain Management (Inventory & Warehouse Management)
  • Sales Order Management
  • Product Management
  • Production Management (for the Distributor with some Manufacturing requirements)
  • Service and Maintenance Management (includes warranty claims)

The powerful data capture and real-time reporting of Prophet 21 ERP (P21) makes it a great fit solution for many small to midsized distributors. A few specific features of serial and lot tracking are:

  • Instant Information at a Click of the Mouse
  • Search by Full or Partial Serial Numbers or Lot Numbers
  • See Serial Numbers or Lot Numbers by Vendors
  • Trace Production or Movement of Serial Numbers or Lot Numbers
  • See Serial Numbers or Lot Numbers by Customer
  • Mobile Warehouse & Barcoding

 

Contact the EstesGroup to learn more about how Epicor Prophet 21 ERP (P21) Serial Tracking and Lot Tracking features can protect your Business!

If Your Software Don’t Dance then it’s No Friend of Mine – Understanding Epicor’s Release Cadence

If Your Software Don’t Dance then it’s No Friend of Mine – Understanding Epicor’s Release Cadence

Don’t ever let grass grow on your wheels

According to sociologists, my brother and I are from the same generation.  Sometimes I wonder… with nine years between us, we occupied two very different points of time, especially when it came to music.  My brother was a man without a hat, a child of the 80s, while I left my toque at home so I could let my hair hang low à la Kurt Cobain.  But in spite of the age gap, we shared an abiding mutual interest in contemporary sounds, and my brother once remarked, when comparing my Pearl Jam to his Bruce Springsteen (Springfield, after all, had been his generation’s Eddie Vedder), that my music was sure easier to dance to.  That was certainly a surprise to me.  I always thought of myself as a double-left-foot biped, and moreover I’ve long suspected that I have no genetic predisposition to dance—our father’s visits to the local dancehalls were to roughhouse, not to two-step, and I’ve often wondered if he only met my mother because he couldn’t find another ruffian to dance with that night.

 

For many years I was close with a World War II veteran who also met his spouse at a dance hall.  As a man of the Greatest Generation, he felt the Great Depression firsthand, served in the European Theatre, and returned to the States to become a successful business owner and family man.  But if you asked him what he really was, he’d tell you he was a dancer.  

 

His greatest joy was to fling himself and his dancing partner across the parquet of a long-forgotten ballroom, with the band laying it down in the corner.  And whenever I’d make it home to see him after an extended consulting gig, he’d ask me if there were any polka bars in the town where I’d been.  It broke my heart to disappoint him that I couldn’t find a polka venue to spend my nights, as his dance hall culture had long since become an American timepiece.  

 

My crowd, for one, never caught onto it, and I personally never learned how to dance.  I didn’t exactly need to be Jean Erdman to make my way through a mosh pit, and my crowd later gravitated to house and electronica music, where dance meant minimal vertical sufficiency while moving to the beat.  Even still, I found one abiding continuity between my companion’s old-style Polka and my Mosh.  Always keep moving, always keep to the beat.  Or, as he loved to say after reminiscing about his dancing days, “Don’t ever let grass grow on your wheels.”  

 

Good software is like a good dancer—it doesn’t stop moving. 

Has anyone on this dance floor ever worked on a green screen application?  Or does anyone remember the look and feel of Netscape Navigator?   In spite of my nostalgia for 90’s apps, baggy jeans, three-chord anthems, and a full head of hair, I realize that software doesn’t stand still—a software package that can’t dance soon becomes a two-left-feet wall-flower.  And a software package that can’t teach its users how to dance might lose out to nostalgia.  It was the twist that put my polka buddy out for good: “I just can’t understand how a guy can do nothing but put out cigarettes all night on the dance floor and call that dancing.”

 

Fresh off Epicor’s annual Insights conference, I’m ready to tango and tangle with all the new capabilities that are in development or already in the process of being released to the user community.  Needless to say, there is a whole lot of shaking going on at the great Epicor Code Laboratory, where Epicor’s waltzing wizards ply their trade.  And the release of this functionality for public consumption is more than just movement for its own sake.  Like a good ballroom turn, software release requires a cadence, and Epicor has been hard at work perfecting its rhythms. 

 

New releases of Epicor functionality conform to the Major.Version.Release.Update structure. 

For example, a company on version 10.2.300.4 would be broken out in the following manner:

  • Major: 10
  • Version: 2
  • Release: 300
  • Update: 4

 

These different elements are further described below:

 

Major:  

  • Major Product changes occur when fundamental architectural changes are made to the product.  From a customer perspective, a new product level may require significant changes at the database or application server level. 
  • Any customizations in the previous product level need to be retested, and many may need to be rewritten entirely.
  • Significant functionality or user-interaction changes may also be included, which may require retraining of the user community.
  • The most obvious example of this was Epicor’s monumental move from 905 to E10.  This was a fundamental change to the database and all the levels of its server-side business logic. 
  • Major Product deliveries are planned to occur approximately every 60 months. 

 

Version:

  • New versions may have a significant impact on Epicor’s data schema—fields may be added or removed. 
  • These changes may be substantial to BAQs, BPM’s, and screen customizations.  As such, ample testing in a pilot environment should occur prior to deployment. 
  • For example, Epicor’s move from its 10.0 to 10.1 brought with it important improvements in performance, stability—not to mention a ton of new features.
  • New versions of the software are planned to occur every 18 months.

 

Release:

  • Releases are fully-packed new instances of the software, with significant functionality enhancements, but the enhancements are limited as to allow for an easy upgrade process from a prior release. 
  • Releases (or patch-levels) include additive changes to Epicor’s data schema, but no deletions.
  • These changes may have minor impact to BAQs, BPM’s, and screen customizations, but these are smaller in scope and gravity than with new versions.
  • For example, in the .300 version of Epicor’s 10.2 product, Epicor’s License Plating (PCID) functionality was greatly enhanced. 
  • New releases are deployed every 6 months. 

 

Update: 

  • Updates are smaller, release-specific changes, constructed with the intent of addressing issues within the current release.  Changes are restricted to minimize disruption.  As such, technology or schema changes are not present in these packages. 
  • User training is not required for updates—the system will function as it previously had, only with fewer issues.
  • Updates are released every 2-3 weeks.

 

Within this structure, it is important to understand the rationale of Epicor’s release cadence.  The goal of their rhythm is to minimize business disruption, while at the same time quickly providing resolution to issues, and providing functional enhancements at a reasonable rate.  The implementation of this cadence has allowed Epicor to balance functionality and support, while allowing the customer base to focus on running their businesses without interruption. 

 

For cloud customers, these upgrades happen automatically, with prescribed periods set aside for preparation, testing and validation, prior to deployment.  For customers who have the application installed on-premises, the cadence is customer-defined.  I have found that customers who keep their system up-to-date reap the benefits of this decision—new versions are easier to maintain and support, and they perform better and have fewer issues.

 

As such, my advice to customers with regard to the frequency of upgrades is simple: learn how to dance and don’t ever let grass grow on your wheels.

Have a question about Epicor ERP, Prophet 21, or ERP system updating cadence? Let us know.

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