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Prophet 21 Middleware Server Going Up

Prophet 21 Middleware Server Going Up

Moving Your Distribution Operations to the Cloud?

How to Understand Prophet 21 Client Deployments

As we near the point to which Epicor will no longer support the legacy P21 desktop application, it feels like a good time to once again review the architectural changes that have been made to the P21 ERP application — the P21 client and the P21 middleware server — and better understand the implications for members of the Epicor Prophet 21 user community still using the legacy P21 desktop application.

Prophet 21 Middleware Server Options

Talking Tiers

Historically speaking, Epicor’s Prophet 21 application has undergone a rather significant transition over the past few years. While the Epicor Kinetic application leveraged a client-server model, going back to its Epicor 905 incarnation and before, the Epicor P21 application possessed a two tier architecture — a bit of an aberration in the ERP community.

In a two tier configuration, the user’s client application communicates directly with the database:

Prophet 21 Database

Two Tier Architecture: End User > Fat Client > Database

A two tier architecture places a lot of the weight of transactional processing on the client or desktop application — hence, the term “fat client.” Traditionally, the most effective way of managing the legacy P21 desktop application in a two-tier context was to deploy the P21 application to a terminal server (for small companies) or a terminal server farm (for larger organizations) to prevent the P21 application from hogging too many resources on an individual user’s PC.

A robust server farm allows for a comparatively thin array of user PCs:

Robust Prophet 21 Server Farm

Two Tier Architecture: End User > Thin Client > Terminal Server Farm Fat Client > Database

Because of the familiarity the user community has with the legacy Prophet 21 desktop application, the “fat client” architecture has been somewhat slow in being replaced. Customers have grown accustomed to the P21 desktop application, with its large file footprint, deployed directly to workstations or installed on scaled-out RDP farms, and communicating directly to the SQL server with no application server layer is present. This allowed for the conventional use of all traditional P21 customizations, dynachange activities, and third-party development performed on this platform. 

Sounds simple enough. But technology never stands still, and the limitations of a two tier architecture, with an inordinately heavy P21 client application, creates understandable challenges. To address these concerns, Epicor has been evolving the P21 application. This change has come in two parts.

  • The first was the addition of a P21 middleware server layer, similar to the architecture of the Kinetic application server, moving the bulk of the P21 application logic from the client to the server. Such a model better supports API-level integrations, makes upgrades easier, and allows for a more scalable overall deployment.
  • The second was the development of a web-based client application, to replace the P21 desktop application. This allows for a more mobile, device-independent, and potentially better-performing means of communicating with the application.

As you can see, the three-tier P21 architecture greatly differs from its antecedent:

Prophet 21 Middleware Server

Three Tier Architecture: End User > Thin(Web) Client > Middleware > Database

Web / Hybrid Prophet 21 Client

As you can see, the modern P21 architecture leverages a “thin client” — most often in the form of a web client. Initially, Epicor also provided what was called a “Hybrid Client” — wrapping the web client’s functionality within a desktop application that gives a modicum of the look and feel of the legacy client, while still communicating at the middleware server level.

Implications on P21 Client Deployments

So, what does this mean for the distribution industry and for Epicor Prophet 21 customers? There are several implications:

  • Support: One of the most significant implications of the above architecture is the downturn of support. No new iterations of the P21 desktop application are pending in the current or future versions. Moreover, bug fix support will conclude by the end of 2022, leaving the application in sunset mode. While users may choose to still use it, without support, the interoperability with future versions remains in question.
  • Elimination of the Terminal Server: For companies moving to the P21 web client, it generally implies a move away from terminal server farm deployments. It is generally a best practice to avoid the use of browser-based technology on terminal server environments. For this reason, it is preferable to access the Prophet 21 application through a client on the user’s own device, and not through a remote desktop or Citrix app. The implications of this approach on user performance is still being evaluated.
  • SaaS / Web Client Confusion: It is easy to confuse the Prophet 21 web client with the P21 Software-as-a-Service deployment option. We’ve had customers approach us, believing that the elimination of the P21 desktop client necessitates a move to a P21 SaaS deployment. In fact, a company can move to the P21 web client without the need to move to a P21 SaaS deployment. The web client can be used in support of an P21 on-premise deployment, a SaaS configuration, or a P21 private cloud.
  • Blended Options: Transitioning from the Prophet 21 desktop application to purely using the P21 web client can be a complex process. Depending on the number of changes, enhancements, customizations, and modifications in place, retro-fitting these into the web version can be a challenge. Moreover, it can be a time-consuming challenge. To address these challenges, we’ve seen several customers implement blended deployments, where the P21 middleware and web client deployment operates in parallel with the P21 legacy desktop client. Based on the user base, and where the upgrade challenges exist, specified users leverage the web version, while others utilize the P21 desktop client. This occurs while the more complex area of the software are retro-fitted to accommodate the web client. As these challenges are overcome, users begin to migrate to the web version. In other cases where the web client migration is more a matter of change management, the legacy desktop provides a backstop for users still acclimating to the new system. Existing users continue to use the Prophet 21 desktop application, while early adopters and new employees take on the web version. The presence of parallel deployment paths, connecting to a single, centralized database, make this possible. In fact, this is our most common cloud deployment to date.
Server Deployment Cloud Architecture
  • Blended Architecture: Connecting though a combination of the P21 web client / middleware server deployment and the P21 desktop application (locally installed and/or via terminal services).

Software migrations are no laughing matter, even when they are within the same application. The enhancements made to the Epicor Prophet 21 application are significant and groundbreaking, and will ultimately work to successfully support the members of the P21 community. But getting there will often be a matter of incremental steps. Fortunately, there are deployment options available to make this transition both incremental and successful. 

Hybrid and Private Deployment Options for Epicor’s Prophet 21

Are you looking to move to P21’s three-tiered architecture? Do you need some guidance in understanding your options, and how you might make it work? Are you thinking about migrating your on-premise platform into the cloud while you’re at it? Estes specializes in private cloud P21 deployments, providing the flexibility for blended options, while also providing you with all the access and control of your environment that you need, allowing your migration to occur according to your schedule, in a manner that will support the needs of your business.

Understanding Your ERP System & Your Users

Understanding Your ERP System & Your Users

I once had a mentor tell it to me straight: Those who learn earn. Not bad advice… Read on to learn more about how to apply this to your ERP system users.

If you want to understand your application and your ERP system users, you had better be ready to learn. Why? ERP systems are multifaceted and complex. Your perspective of a car, for instance, may differ if you’re in the driver’s seat, the back seat, the trunk, or under the hood. Same thing goes with your perspective of how your drive your ERP system users toward success.

ERP System Users Conference

An ERP system user’s experience, such as is available with the wide variety of pathways intrinsic to a distribution application like Epicor’s Prophet 21, can differ significantly, depending on your perspective. If you’re a network engineer, you may have a different perspective of an ERP system, when compared to an ERP administrator, much less an end user. 

That said, it’s always good to expand your understanding of ERP systems and your users, and to do so from multiple perspectives. As a former end user, I tend to think that understanding the technical foundations of an application are as important as understanding the application itself. I normally divide the overall ERP ecosystem into three sections:

Application

Parts, Customers, Supplier, Quotes, Orders, Work Orders, Purchase Orders, Inventory, Purchase Orders, Shipping, Invoicing, etc. These are the functional building blocks of an application, and the core of the many processes that you might perform in order to run your business. 

Architecture

AppServer, Database & Database Server, Client Access, Terminal Server, Server Farms, Load Balancing, etc. These are the elements that are key to a robust P21 environment, whether deployed to an on premise environment or as part of a private cloud deployment. Understanding these elements can help you optimize the stability, reliability, security and performance of your Prophet 21 ecosystem.

Integrations

Where application meets architecture… all the functionality extensions that elaborate an ERP application: Ecommerce, Document Management, Quality, BI & Reporting, Label Printing, Shipping, AR Automation, etc. To understand a given integration, you may need some understanding of both the place within the application where this functionality is an interaction, and the technical means though which this interaction is enabled.

Are you interested in growing your Prophet 21 knowledge in these areas? One option would be to attend the P21WWUG CONNECT 2022 conference. 

Sponsored by the Prophet 21 World Wide Users Group (P21WWUG), and colloquially pronounced “The Wug,” P21WWUG CONNECT is a great way to learn more about the capabilities from the system, as a network architect, a system administrator or a super user. The session schedule is extensive and covers all aspects of the P21 application. If you’re a growing wholesale distribution company, CONNECT is a great place to network to learn more about your options for supporting robust distribution operations. You’ll learn more about Epicor’s offerings while also surrounding yourself in a community of supporting services like EstesCloud private and hybrid cloud hosting options.

Are you attending CONNECT 2022? 

EstesGroup is this year’s Platinum Sponsor. You can find us in booths 6 & 7 of the Main Hall at JW Marriott San Antonio Hill Country Resort on August 29th – August 31st. We’ll have P21 technical experts on hand who can help you answer any questions that you may have about the Prophet 21 application, its deployment, the integration options available, and some best practices for configuring and managing your P21 ecosystem:

  • AutoCrib
  • Cribmaster
  • Pathguide’s Latitude integration
  • MITS
  • WebQuery
  • Portals
  • RePortal
  • B2C integrations
  • B2B implementations
  • Business Rules
  • Dyna Change
  • Database Maintenance
  • Crystal Reports
  • SSRS
  • WWMS
  • EDI
  • TCP  

Come stop by and have a chat! We’d love to tell you everything we know and more! Ready to talk to someone? Contact one of our Epicor Prophet 21 experts today.

Walk for Charity EstesGroup
The Distribution Industry Heads to Texas

The Distribution Industry Heads to Texas

On August 29th, EstesGroup heads to Texas for one of the most important events in the distribution industry. Visit us in booths 6 and 7 at P21WWUG CONNECT 2022 in San Antonio August 29th – August 31st! We are proud to be the Platinum Sponsor for this year’s show!

What is P21WWUG CONNECT?

Organized by the Prophet 21 World Wide Users Group (P21WWUG), CONNECT is an annual gathering of Epicor Prophet 21 users from across the globe. Members of the distribution community head to exciting cities (i.e. Atlanta ’21 or San Antonio ’22) to meet, collaborate, and learn more about the Prophet 21 application. Attendees interact and learn from other members of the P21WWUG community, from Epicor consultants and product managers, and from third-party solution providers, like DCKAP, our partner for a pre-show charity walk that will benefit children in need. With multiple days of educational sessions, the event offers excellent opportunities for Prophet 21 users to expand their use of the Epicor P21 application, and better leverage P21 ERP to serve the needs of their organizations.

Distribution Industry Texas Cloud

With multiple days of educational sessions, the event offers excellent opportunities for Prophet 21 users to expand their use of the Epicor P21 application, and better leverage P21 ERP to serve the needs of their organizations. Visit us at CONNECT booths 6 and 7 to learn more about application hosting, cloud migrations, infrastructure as a service (IaaS), IT support and services for companies in the distribution industry, application optimization through partnership with an Epicor Prophet 21 expert, and more.

Who is P21WWUG CONNECT for?

The P21WWUG CONNECT conference is designed to address the needs of a broad base of the P21 community. Attendees of the event range from business owners and executives to managers and functional specialists, in areas such as purchasing, accounting, sales, inventory and warehouse management. This event helps both the members of the P21 community that use the data from the P21 application to make executive decisions, and the folks in the trenches, using the P21 application to make their companies function.

Who will I meet at P21WWUG CONNECT?

Your peers and colleagues, to begin with. End users, power users, local experts, IT admins — individuals who’ve worked with the Epicor P21 system for years and have learned its inner workings, and have solved countless problems in and through its use. They bring their collective knowledge to the P21WWUG CONNECT event, to share their hard-earned lessons with others. Beyond the user community, an extensive vendor area allows you to interact with providers of integrated solutions that enable companies to extend their P21 applications by bringing it into contact with customer and suppliers, and to automate processes internally, increasing efficiency and effectiveness.

What will I learn from the Prophet 21 World Wide Users Group?

It takes a lot to make your business succeed. To address your needs, P21WWUG CONNECT offers a range of networking opportunities, keynote speakers, educational sessions, roundtable discussions, and workshops, that address your current challenges and the challenges of the future. 

That said, what you learn depends on what you’re looking for. 

Maybe you are an inventory control manager, already well-versed in the P21 application, but in search of more information about inventory management, stocking levels, cycle counting, or units of measure. 

Or you could be a power user, responsible for data management and updates, and wish to better understand using excel in conjunction with P21, improving your skills in reports, queries, financial statements, data extraction, SSRS or Crystal Reports. 

You might be a developer, looking to learn more about Dynachange, business rules, data streams or business process automation. You might be here trying to extend your P21 ecosystem, interesting in talking with P21 third-party vendors, or attending sessions to learn more about shipping integrations, credit card processing, or ACH integrations. 

Or you might be an uber-techie, concerned with database administration cloud capabilities, cybersecurity or middleware APIs. Many users simply come trying to better understand P21’s Web UI, and whether they are ready to take the leap.  

Business leaders and owners come to P21WWUG CONNECT to talk with other business leaders and better understand the current landscape.

Are you thinking of attending P21WWUG CONNECT? Are you trying to sharpen your business acumen, to make better decisions in rapidly fluctuating times? Perhaps you are trying to better understand continuous improvement in the distribution industry, or you wish to learn how other distributors are dealing with supply chain issues. Your concern might be sales strategy, or mastering the challenges of recruiting, retainment, and employee development. If you’re a business leader, CONNECT might be the place to help you use Prophet 21 ERP to take your business into the future. 

Chances are that if you have questions about the distribution industry, EstesGroup ERP and IT experts at P21WWUG CONNECT 2022 will provide the answers. The event will offer sessions, users, vendors, and experts to help you find the answers that you are looking for. Visit us at booth 6 and 7 this August!

Where and when is P21WWUG CONNECT 2022?

The Prophet 21 World Wide User Group will be hosting CONNECT 2022 from August 29th to August 31st at the JW Marriott San Antonio Hill Country Resort & Spa.

EstesGroup is hosting a pre-event Charity Walk with our partner DCKAP. DCKAP simplifies commerce for distributors. Get better results faster with DCKAP’s simple, yet powerful, product suite. 

Any other considerations concerning this distribution industry event?

To attend P21WWUG CONNECT, you need to be a member of the P21 World Wide User Group.  Are you a member already?  If not, check out the P21WWUG website for more info.

Cloud Server

Walk for Charity with EstesGroup and DCKAP on August 29th in San Antonio! (P.S. You don’t have to be in the distribution industry to attend.)

Walk for Charity at P21WWUG CONNECT in San Antonio

Walk for Charity at P21WWUG CONNECT in San Antonio

Technology is on the move. Chase it down at P21WWUG CONNECT in San Antonio this August. Cloud options, web client deployments, integrations, middleware installations: the road ahead is replete with opportunities and obstacles, with shortcuts and fast lanes — not to mention the occasional blind alley. 

P21WWUG CONNECT in San Antonio Charity Walk

EstesGroup is excited to be the Platinum Sponsor for the Epicor Prophet 21® event of the year! We will begin the show with a cause dear to our hearts. In the spirit of meaningful motion, DCKAP & EstesGroup teams have banded together to walk for charity at P21WWUG CONNECT in San Antonio.

Are you attending the annual P21WWUG CONNECT event?

CONNECT is a great opportunity to learn more about Epicor’s P21® application — what it can do, how it can be used and, most importantly, where it’s headed. Applications are always on the run. Events like P21WWUG CONNECT are a great opportunity to catch up and head them off at the proverbial pass.

Run Your Business With Prophet 21®, Walk for Charity with EstesGroup ERP Experts

WHO: EstesGroup, DCKAP, and YOU!

WHAT: A charity walk that will benefit the Save the Children Foundation (FREE to attend, as donations are optional, with FREE breakfast following the walk)

WHEN: August 29th from 7 AM to 10 AM (CST)

WHERE: At P21WWUG CONNECT in San Antonio at the JW Marriott San Antonio Hill Country Resort

WHY: Find community with ERP, technology, cloud, and commerce experts while supporting a good cause!

This is a great opportunity to clear your head, and meet some great people while helping the world, before the P21WWUG CONNECT event activities and festivities commence.

Walk With EstesGroup and DCKAP this August

Get some exercise and enjoy a good meal afterwards! We’ll meet at a designated area on the grounds prior to the P21WWUG Connect event, where we’ll start the day with coffee and refreshments before heading out on the walking path. Then, we’ll provide attendees with a hearty breakfast and grab-and-go goodies, too.

Taming Your ERP System With Hybrid Cloud Infrastructure

Taming Your ERP System With Hybrid Cloud Infrastructure

Cloud ERP: Confused as a mollusk and dumber than a brick wall?

In discussing integrated application ecosystems, metaphors are often helpful in understanding the challenges associated with cloud migrations and the implications associated with the options selected when migrating an integrated ERP platform. Sometimes conceptualized as a “hybrid cloud,” any time an ERP system integrates with application extensions, homegrown solutions, or third-party applications, we move beyond a simple cloud platform into a hybrid ecosystem. Read on to learn more about hybrid cloud infrastructure.

Hybrid Cloud Infrastructure

Cloud migrations can be complex, especially when a migration includes more than simply an ERP system. A stand-alone ERP system can be assessed at face value: depending on the needs of the business, the functionality of the various versions of the software, and the resources available, a company can come to a relatively clear deployment decision. But when we begin to discuss the company’s hybrid cloud architecture — the ERP application and its integrated extensions — the waters get inky-dark and murky in a hurry.

Enter the confused octopus. One helpful metaphor in understanding cloud migrations is to liken an application’s ecosystem to a confused octopus.

Hybrid Cloud ERP Integrations

An ERP hybrid cloud is a body with many tentacles. And the tentacles don’t always get along with the head — or with each other, for that matter. While each tentacle is joined in some manner with the head, the lifecycle of each tentacle is independent of the parent ERP system. While an ERP system may move from an on-premise architecture to a Software-as-a-Service model (SaaS), a given extension may be designed to only interact at the database server level and may no longer be receiving updates. Simply put, the tentacles advance at their own pace — some may advance more rapidly or more slowly than the main ERP system.

As such, if we were to view a private cloud migration as the movement of an octopus though the ocean, you’d discover that some tentacles keep up with the head, while others may actually surpass the head, while others still stand in place, slowly stretching and extending their ever-thinning connection as the head moves further and further away.  And in some cases, a tentacle may stretch so far as to snap off entirely. For instance, if the head of the mollusk slithers into SaaS and one of the tentacles still languishes in the deep trenches of SQL stored procedures, we might be in deep… water!

So why is it that the movement of the ERP animal’s head might estrange one of its third-party tentacles?  

Perhaps another metaphor would help clarify our conundrum. Let’s talk about brick walls. The truth is, there’s a hidden brick wall hovering in the cloud, as it relates to access and control. When it comes to the level of access and control required to integrate with third-party extensions, the differences between Software-as-a-Service and private cloud architectures are monumental. 

On the SaaS side of the wall, interactions are only allowed at the API-level of the parent application. Conversely, a private cloud platform can allow interactions at any level, whether the API, the business logic level, or even at the database, if necessary.

As such, understanding the necessary level of access and control to support hybrid cloud integrations is fundamental to a successful cloud migration. If you move your base ERP system onto a platform that the third-party applications cannot successfully interact with, you might discover that you’ve left several applications behind, no longer able to leverage them as part of your hybrid cloud ecosystem. I have seen cases where customers moved their ERP systems to a Software-as-a-Service deployments, only to realize that they had to essentially re-write their third-party integrations, and even some of their third-party applications entirely, to be able to interact with their new SaaS platform. They ran head first into the cloud’s hidden brick wall and spent six months of development and integration time and expense for their troubles.

While the explanations are metaphorical, the implications are as real as it gets. Are you considering a migration to the cloud? Carefully consider the implications. Take a thorough audit of the third-party extensions that comprise your hybrid ecosystem, and understand how they are constructed.

Hybrid Cloud Infrastructure Integrations

 Then understand how they might also migrate in order to be able to interact with the parent ERP system in each deployment scenario, be it in a SaaS environment or as part of a private cloud. These considerations can help save a lot of grief and trauma during implementation, so make them before you bind yourself to a given path.

Mixed metaphors, even in hybrid cloud infrastructure, are rarely a good thing, so I doubt I’ll run into many mushy mollusks swimming though the ether and squishing themselves up against hidden walls in my future cloud adventures. Until then, I will have my eyes set on both the sky and the sea.

Watch a “Cloud Stories” Webinar on Hybrid Cloud Infrastructure for ERP Systems