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Epicor User Security – Allow Multiple Sessions (Video)

Epicor User Security – Allow Multiple Sessions (Video)

Your Epicor Application is In Session

 

Over the years, we’ve worked with a number of fledgling ERP administrators on resolving Epicor user security and user account maintenance issues.  One common quirk with Epicor user account maintenance relates to the flag that allows multiple concurrent sessions (in the database: UserFile.AllowMultipleSessions).  This is a powerful checkbox, significantly affecting a user’s experience of the application.  The best way to deal with Epicor user security troubles is to understand the functionality of the application, and our hope is that in this example, we can show you one way to avoid ERP administration headaches.

The multiple concurrent sessions flag itself is set via the Epicor User Account Maintenance screen:

 

The “Allow Multiple Sessions” checkbox defines whether a user can launch multiple sessions of the Epicor application.  This lets the user log in multiple times and interact with the environment and with the system from either session.  This can be helpful in performance-constrained environments, where a form might “hang” for a number of minutes and necessitate the use of a second session for subsequent parallel activities.  But none of this is possible if the checkbox is not set.  In practice, the setting of the “Allow Multiple Sessions” flag has two primary effects for a general user.

 

For customers working in multi-company or multi-site environments, when this flag is not set, a change to a user’s current company and/or site will force all open forms to be closed.  This does not occur when the flag is set:

 

 

 

If this checkbox is not selected, a user can only have one instance of the Epicor ERP application open at a time.  If they log into a new session while already logged into the system, the older session is deleted.

 

 

Once logged into the second session, the user will receive an error from the prior session, with a warning that the session has been cancelled:

 

 

Gaming the System

 

It’s surprising how significant the influence of enterprise systems is on manufacturing and distribution companies.  The configurations of these systems frequently determine the rules of the game that companies and their users have to follow.  Because of this, you have to choose your systems carefully and work to understand the rules by which they play.  

 

In an Epicor application context, dialing in the system to support the needs of your end user community is a key step in both the implementation and the ongoing maintenance of your Epicor installation.  In addition, it is important to understand how a company’s security involves more than just firewalls and endpoints.  Within a company’s domain, and within its core applications, it is important to understand what users should and shouldn’t be able to do.  In Epicor, many of these IT security permissions are defined through the User Account Maintenance screen.

 

Whatever your enterprise system of choice, make sure to leverage its security permissions to empower optimal user productivity, while also minimizing risk.  Beyond the bounds of Epicor user security, make sure to draw in all of your resources to create protective guidelines for your user community. 

 

Are you having issues with, or have questions about, your Epicor 10 ERP Application area? Contact us today.

Epicor Functionality in the Admin Console, Unwrapped

Epicor Functionality in the Admin Console, Unwrapped

New User Access, New E10 Functionality

 

Managing the Epicor functionality available to the user community is one key role of an Epicor Administrator.  In this light, it’s not uncommon for customers using the Epicor application to continue to add new modules.  An understanding of Epicor 10’s functionality develops over time, as administrators and users learn the full capabilities of E10 and how ERP can help run a business.  Once new E10 modules are licensed, and once the license is installed, users will need to have an administrator enable access through the Epicor Admin Console in order to allow users to make use of this new Epicor functionality.

 

Let’s walk through the steps you need to know to effectively manage newly installed Epicor modules.

 

In order to enable a new module, you will first need to be logged into the application server, which is the box where your Epicor application is installed.

 

Once on the application server, open the “Epicor Administration Console”:

 

 

Once the Epicor Admin Console is open, perform the following steps to enable the desired module:

  • Open the “Server Management” node in the left tree view and locate the Epicor instance in which you wish to enable the new module.  In the example below, it is the “Demo” instance.
  • Open up the E10 instance node and click on the “Licensing” node beneath it—this will display the license file in the panel to the right of the tree view.
  • Double-click the license file.  This will raise a little properties window.
  • Navigate to the “Modules” tab.  Sort by module name and locate the module you wish to enable.  Check the “Enabled” box to enable the module in question.
  • Click the “OK” button to commit the change:

Once that is accomplished, a user who has just logged into the Epicor application should see the new module available in the menu:

 

 

If your team is making suboptimal use of your Epicor application, you can easily enable some new functionality through the Epicor Admin Console, and they’ll be licensed to thrive.  There are several ancillary modules that can help extend the benefits of the Epicor application throughout your business.  Epicor has plenty of goodies in the basket.  The Epicor Admin Console is the tool for unwrapping these bonbons, enabling delectable Epicor functionality.  Bonbon appétit!

 

 

Not sure what specific Epicor functionality to enable?  EstesGroup specializes in Epicor ERP, and our consultants can help your users make the most of your Epicor License.

 

 

 

Are you interested in some more Epicor traps and taps?  Download our “12 Days of ECHO” guide for the Epicor Administrator here.