How to Maximize Epicor Kinetic ROI with Performance Optimization

by EstesCloud | Nov 20, 2024 | Epicor 10, Epicor Kinetic, ERP, ERP Consulting, ERP Implementation, Managed IT Services, Manufacturing Innovation

Manufacturers leveraging Epicor Kinetic can achieve substantial returns on their enterprise resource planning (ERP) software investment through comprehensive performance optimization and data-driven decision making.

An ERP Designed for Profitability

The Epicor ERP platform’s integrated business intelligence and real-time analytics capabilities provide deep visibility into critical operational metrics, enabling companies to identify and capitalize on improvement opportunities across production, inventory, quality, and financial processes. By leveraging customizable dashboards and KPI monitoring, manufacturers can track and measure the tangible impact of their system investment, from reduced operational costs to increased throughput and improved quality metrics. As organizations continue to navigate complex market demands and competitive pressures, Epicor Kinetic’s strategic optimization tools help ensure that technology investments translate directly into measurable business value and sustained profitability improvements.

Manufacturers can significantly improve their return on investment (ROI) through strategic operational enhancements and modernization efforts. By implementing advanced production scheduling, companies can reduce costly downtime and optimize resource utilization. Real-time inventory management systems help prevent stock-outs while minimizing excess inventory carrying costs. Employee training programs focused on lean manufacturing principles and quality control often lead to reduced waste and improved product consistency.

A New Way to Put Profit on Auto-Pilot

Modern subscription-based ERP support services, like EstesCare for Epicor Kinetic, provide a cost-effective way to maintain and optimize critical business systems without the burden of hiring specialized staff or dealing with unpredictable support expenses. AI and data analytics tools help identify bottlenecks and inefficiencies, allowing manufacturers to make informed decisions about process improvements and resource allocation.

Your Ultimate Epicor Kinetic ROI Strategy: EstesCare ERP

EstesCare ERP support services deliver measurable ROI through proactive system optimization, reduced downtime, and streamlined operations, providing manufacturers with predictable IT costs while maximizing their Epicor Kinetic investment through expert guidance and rapid issue resolution.

Predictable costs through fixed monthly fees instead of variable support expenses
Reduced downtime via proactive system monitoring and rapid issue resolution
Enhanced productivity through ongoing user training and best practices guidance
Lower staffing costs by leveraging provider expertise instead of hiring specialists
Improved system optimization through regular performance reviews and tuning
Faster adoption of new features and updates with expert implementation support
Risk reduction through managed software patches and backup monitoring
Better decision-making enabled by optimized reporting and analytics configuration
Increased system reliability through preventive maintenance and health checks
Resource efficiency from streamlined processes and workflow optimization

Performance Optimization for Epicor Kinetic ROI

Companies implementing Epicor Kinetic consistently report significant returns through strategic performance optimization across their operations. By leveraging the platform’s integrated analytics and real-time monitoring capabilities, manufacturers typically see measurable improvements in key metrics including reduced inventory costs, increased production efficiency, and enhanced quality control. Organizations using Kinetic’s performance optimization tools often report 15-20% reductions in operational costs while simultaneously achieving higher throughput rates and improved customer satisfaction scores. The platform’s ability to identify and resolve bottlenecks, combined with its workflow optimization features, enables manufacturers to maximize their technology investment through continuous improvement initiatives that directly impact bottom-line results.

Kinetic Database Optimization

Implement automated maintenance schedules
Execute regular table reorganization
Archive historical data with retention policies
Optimize SQL query performance through index tuning
Implement data partitioning for large tables

ERP System Configuration

Fine-tune memory allocation based on usage patterns
Optimize application pool recycling
Configure load balancing for multi-user environments
Streamline custom code for efficiency
Implement caching strategies

Infrastructure Enhancement

Assess and upgrade network infrastructure
Implement WAN acceleration
Configure traffic prioritization
Monitor and optimize bandwidth usage
Deploy regional servers for global operations

Epicor Kinetic ROI-Driven Improvements

Manufacturers leveraging Epicor Kinetic consistently achieve substantial returns through targeted operational enhancements and strategic system optimization. By focusing on key performance indicators and leveraging real-time analytics, organizations can identify and implement improvements that directly impact profitability, from reducing production costs and inventory overhead to increasing throughput and quality metrics.

Measurable Performance Gains

Transaction processing speed improvements
Reduced report generation time
Decreased system response latency
Lower resource utilization
Increased concurrent user capacity

Transaction processing speed improvements

Reduced report generation time
Decreased system response latency
Lower resource utilization
Increased concurrent user capacity

Business Impact Metrics

Reduced operational costs
Increased user productivity
Improved data accuracy
Enhanced customer satisfaction
Better decision-making capability

Performance Monitoring Framework

Epicor Kinetic’s comprehensive performance monitoring framework provides manufacturers with deep visibility into system health and operational efficiency through a robust set of measurement tools. The platform tracks essential key performance indicators including system response times, transaction completion rates, resource utilization metrics, user productivity measurements, and error rate tracking to ensure optimal system performance.

Through integrated monitoring tools such as customizable performance dashboards, real-time alerting systems, and detailed trend analysis reports, organizations can proactively identify and address potential issues before they impact operations. The framework also includes sophisticated user experience monitoring and resource utilization tracking capabilities, enabling IT teams to maintain peak system performance while maximizing user productivity and ensuring efficient resource allocation across the enterprise.

Epicor Kinetic ROI Optimization Best Practices

Maintaining optimal Epicor Kinetic performance requires a structured approach to daily operations and scheduled maintenance activities. Critical daily tasks include monitoring system logs, reviewing performance metrics, proactively addressing bottlenecks, managing system resources, and tracking user feedback to ensure smooth operations. This ongoing oversight is complemented by a comprehensive maintenance schedule featuring weekly performance reviews, monthly system optimization sessions, quarterly infrastructure assessments, and annual performance audits, while regular user training ensures the workforce maintains proficiency with the system’s capabilities.

Implementation Strategy

The successful implementation of Epicor Kinetic performance optimization follows a strategic three-phase approach. Phase 1 begins with a comprehensive assessment, benchmarking current performance levels, identifying system bottlenecks, documenting user pain points, analyzing resource utilization, and establishing clear performance targets. During Phase 2, the optimization process implements targeted improvements including database enhancements, system configuration adjustments, infrastructure upgrades, monitoring tool deployment, and user training on best practices. The final measurement phase tracks and validates performance improvements, calculates ROI metrics, monitors user satisfaction levels, documents business impact, and enables continuous refinement of the optimization strategy based on real-world results.

Ready to increase your Epicor Kinetic ROI?

Transform your Epicor Kinetic ERP into a high-performance asset by implementing these optimization strategies. Focus on measurable improvements that directly impact your bottom line through increased efficiency, reduced operational costs, and improved user productivity. Talk to an EstesGroup consultant today! Chat with us, contact us, or fill out the form below to begin a more successful ERP journey and maximize ROI.

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Cybersecurity Audits: Safeguarding Modern Manufacturing

by EstesCloud | Sep 13, 2024 | Cybersecurity, Epicor Kinetic, Managed IT Services, Manufacturing Innovation, Network Security, Security

Ensuring Robust Cybersecurity with SOC 2: Certified Providers, Certified Protection

In today’s interconnected manufacturing landscape, cybersecurity is no longer just an IT concern—it’s a critical business imperative. As cyber threats evolve and regulatory requirements tighten, manufacturers must ensure their digital assets, intellectual property, and operational technology (OT) are adequately protected. This is where comprehensive security audits, conducted by SOC 2 certified providers like EstesGroup, play a crucial role. With EstesCare Guard cybersecurity experts, manufacturers can run complex enterprise resource planning (ERP) software, like Epicor Kinetic, without worrying about cyber threats and attacks. Cybersecurity audits for manufacturers are complex. Let’s take a closer look at the closer look of a security audit.

Females business executive accessing files on a secure tablet surrounded by code and cybersecurity symbols.

The Importance of Security Audits for Manufacturers

Security audits are essential for manufacturers to accomplish the following:

Identify vulnerabilities in both IT and OT environments
Ensure compliance with industry regulations and standards
Protect sensitive data and intellectual property
Maintain operational continuity and prevent costly downtime
Build trust with customers and partners

Key Areas Covered in a Manufacturer’s Security Audit

A thorough cybersecurity audit for manufacturers typically encompasses the following categories and more:

Network Security

Firewall configurations
Segmentation between IT and OT networks
Wireless network security

Endpoint Security

Workstation and mobile device protection
Internet of Things (IoT) device security
Industrial control system (ICS) security

Access Control

User authentication and authorization
Privileged access management
Remote access security

Data Protection

Data encryption (at rest and in transit)
Backup and recovery procedures
Data loss prevention strategies

Industrial Control Systems (ICS) and SCADA Security

ICS/SCADA system hardening
Patch management for industrial systems
Security monitoring for OT environments

Supply Chain Security

Third-party risk assessment
Secure data exchange with suppliers and partners
Vendor management processes

Incident Response and Business Continuity

Incident response plans
Disaster recovery procedures
Business continuity strategies

The Advantage of Choosing a SOC 2 Certified Provider

When selecting a cybersecurity partner to conduct your security audit, opting for a SOC 2 certified provider like EstesGroup offers several key advantages:

Proven Expertise and Reliability: SOC 2 certification demonstrates that the provider has undergone rigorous third-party audits of their own security practices. This ensures they have the expertise and systems in place to effectively assess and improve your security posture.
Comprehensive Security Framework: SOC 2 certified providers adhere to a robust security framework based on five trust service criteria: security, availability, processing integrity, confidentiality, and privacy. This comprehensive approach ensures no aspect of your cybersecurity is overlooked.
Industry Best Practices: By working with a SOC 2 certified provider, you benefit from their knowledge of the latest industry best practices and emerging threats, ensuring your security measures are up-to-date and effective.
Compliance Alignment: SOC 2 certified providers are well-versed in various compliance requirements. They can help align your security practices with relevant industry standards and regulations.
Continuous Improvement: SOC 2 certification requires ongoing compliance, meaning your provider is committed to continuously improving their own security practices—a commitment that extends to the services they provide to you.

The Security Audit Process

When working with a SOC 2 certified provider like EstesCare Guard Cybersecurity, you can expect a structured and thorough security audit process:

Initial Assessment: Understanding your manufacturing environment, technologies in use, and specific security concerns.
Comprehensive Review: Evaluating your current security controls, policies, and procedures across all relevant areas.
Vulnerability Scanning and Testing: Conducting technical assessments to identify potential weaknesses in your systems.
Risk Analysis: Assessing the potential impact and likelihood of various security threats.
Detailed Reporting: Providing a comprehensive report of findings, including vulnerabilities, risks, and compliance gaps.
Remediation Planning: Developing a prioritized action plan to address identified issues and enhance your overall security posture.
Ongoing Support: Offering continuous monitoring and support to maintain and improve your cybersecurity over time.

Safeguarding Your Manufacturing Future

In an era where cyber threats can significantly impact manufacturing operations, regular security audits conducted by SOC 2 certified providers are essential. By partnering with EstesGroup’s EstesCare Guard cybersecurity experts, you’re not just getting a security assessment—you’re gaining a trusted advisor committed to protecting your digital assets, ensuring operational continuity, and safeguarding your manufacturing future.

Ready to enhance your cybersecurity posture and protect your manufacturing operations with a comprehensive security audit? Don’t settle for general! EstesGroup offers cybersecurity audits for manufacturers.

Our team understands the manufacturing industry. Our team understands your ERP system. Our Epicor Kinetic, SYSPRO, and Sage experts are on the same team as our elite cybersecurity consultants. Talk to us today to keep your data secure.

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EstesGroup Joins Elite Inc. 5000 Ranks

by EstesCloud | Aug 30, 2024 | AI, Business Consulting, Cloud, Epicor Kinetic, ERP, ERP Consulting, ERP Implementation, Leadership, Managed IT Services, Manufacturing Innovation, Prophet 21, Sage

EstesGroup Soars to New Heights: Ranked Among America’s Fastest-Growing Companies on the 2024 Inc. 5000 List

We’re thrilled to announce that EstesGroup has been recognized as one of America’s fastest-growing private companies, securing a coveted spot on the prestigious Inc. 5000 list for 2024. This recognition is a testament to our team’s hard work, innovative spirit, and unwavering commitment to excellence. EstesGroup is the leading ERP consultancy for world-class technology and cloud solutions for businesses, and this has been recognized by the Inc. 5000 community. This annual ranking, compiled by Inc. magazine, showcases the fastest-growing private companies in America, highlighting the most successful independent, entrepreneurial businesses driving the economy forward.

A Milestone Achievement

EstesGroup’s inclusion in the Inc. 5000 list is a testament to remarkable growth and success over the past few years. This recognition places EstesGroup among an elite group of companies that have demonstrated exceptional revenue growth and resilience in the face of economic challenges.

Navigating Challenges, Embracing Opportunities

The past few years have presented unprecedented challenges for businesses across all sectors. From navigating the complexities of remote work to adapting to rapidly changing market conditions, companies have had to be more agile and innovative than ever before. The 2024 Inc. 5000 class represents companies that have achieved impressive revenue growth while navigating complex economic conditions, including inflationary pressures, rising capital costs, and a competitive hiring landscape. EstesGroup’s ranking on this list underscores the team’s ability to thrive and expand despite these obstacles.

The Journey

Founded in 2004, EstesGroup has quickly established itself as a leader in enterprise resource planning (ERP) consulting and managed IT services. This unique approach combines cutting-edge technology with a deep understanding of our clients’ business processes, allowing the EstesGroup team to deliver tailored solutions that drive real results. Notable achievements include:

Developing AI-driven ERP optimization tools that increase clients’ operational efficiency immediately
Expanding and enriching the client base, with a strong focus on mid-sized manufacturing and distribution companies
Launching an innovative cybersecurity division that has quickly become a go-to resource for businesses looking to protect their digital assets
Offering premier cloud solutions and services to businesses of all sizes, across all industries

As part of the Inc. 5000, EstesGroup joins a cohort of businesses that collectively added hundreds of thousands of jobs to the economy over the past three years. This achievement not only reflects our company’s success but also our contribution to job creation and economic vitality.

The Future

EstesGroup takes this moment to thank their incredible team, loyal clients, and all those who have supported them on this journey. The trust and partnership of these stakeholders have been instrumental in the company’s success. As EstesGroup celebrates this achievement, they are also looking forward to connecting with fellow innovators and entrepreneurs at the upcoming Inc. 5000 Conference & Gala in Palm Desert, California. For those attending, EstesGroup representatives would be delighted to connect and share ideas on how to continue driving growth and innovation across various industries.

EstesGroup raises a toast to continued growth, innovation, and success – not just for the EstesGroup team, but for all the visionary enterprises driving America’s entrepreneurial spirit forward. As the leading ERP consultancy, EstesGroup specializes in providing world-class technology and cloud solutions for businesses. EstesGroup’s expertise in Enterprise Resource Planning (ERP) systems enables organizations to streamline their operations, enhance productivity, and drive growth. This recognition by Inc. 5000 further solidifies our position as a trusted partner for businesses seeking to leverage technology for success.

Celebrating Two Decades of Excellence

This Inc. 5000 recognition comes at a particularly special time for EstesGroup, as the company celebrates its 20th anniversary in 2024. Founded in 2004, EstesGroup has grown from a small ERP consulting firm to a national leader in ERP solutions and managed IT services. Over the past two decades, the company team has weathered economic storms, adapted to rapidly evolving technologies, and consistently delivered value to its growing client base.

About Inc. and the Inc. 5000

The Inc. 5000 list is a prestigious ranking of the fastest-growing private companies in America. Companies are ranked according to percentage revenue growth over a three-year period. The list provides valuable insights into the most dynamic segment of the economy—America’s independent entrepreneurs. Many well-known companies gained their first national exposure as honorees on the Inc. 5000.

Inc. Business Media is the leading multimedia brand for entrepreneurs, offering award-winning content across various channels, including print, digital, video, podcasts, newsletters, and social media. The Inc. 5000 list, along with other recognition programs like Female Founders and Power Partners, provides top businesses with increased credibility and opportunities to engage with an exclusive community of their peers.

For more information about Inc. and the Inc. 5000, visit www.inc.com.

“Our inclusion in the Inc. 5000 list is a testament to the resilience and adaptability of the entire EstesGroup team. During unprecedented times, we not only persevered but thrived, leveraging our expertise in ERP and IT solutions to help businesses navigate the challenges of a rapidly changing world. This recognition reinforces our commitment to innovation and excellence in serving our clients. As we look to the future, we’re excited to continue pushing the boundaries of what’s possible in business technology solutions, empowering organizations to achieve their full potential in an increasingly digital landscape.” – Brad Feakes, President of EstesGroup

How to use the SYSPRO e.net Diagnostics Tool

by EstesCloud | May 2, 2024 | Business Consulting, Disaster Recovery, ERP, ERP Consulting, ERP Implementation, Manufacturing Innovation, SYSPRO

If you are looking to test, learn, or develop with business objects in SYSPRO, look no further than the e.net Diagnostics tool. This is a utility program that can optionally be installed on either the SYSPRO Server or SYSPRO client machines using the SYSPRO installer. The program allows you load sample business object schemas and post/test various transactions in a convenient, user-friendly manner.

Getting Started with the E.Net Diagnostics Tool

To get started with the E.Net Diagnostics Tool, click the “Logon” button in the toolbar. This is the button with a green plus sign on it. A Logon screen will appear where you will have to provide various credentials in two separate tabs.

In the “Service Settings” tab, the program will request a WCF service base address. All business objects use either a WCF or SYSPRO e.net Load Balancer service to transact. The WCF service is optional and used in SYSPRO 6 and 7 environments whereas the e.net Load Balancer is the latest service for SYSPRO 8 where it is required. To use the e.net Diagnostics tool, you will have to provide a base address to your WCF or e.net Load Balancer service. You can find this address in your SYSPRO Setup Options under System Setup  E.Net Service Details.

SYSPRO ERP Sign-In

In the “Logon Credentials” tab you will have to specify a SYSPRO operator to sign-in with as well as the SYSPRO company you wish to connect to. By default, your SYSPRO environment should be using an “Instance” value of “0” (zero). Once your credentials have been provided, click “Logon” at the bottom of the screen.

Generating Schema Samples

If you provided valid connection credentials, you should now receive a “Session” variable GUID in the top right of the screen. This is a token used by SYSPRO to know that you are successfully signed in. You are now able to specify, load, and transact with business objects in the provided company.

The Business Object

To load a business object, you use the “Business Object” field in the toolbar. You can either provide the direct business object code or browse using the library button next to the field. In this example, we will be using the INVTMB object for Inventory Bin Transfers. To load the sample schemas, press “Enter” in the “Business Object” field. The default schema for our business object will load to the “Business Object Input” tab as all as the “Business Object Parameter” tab (if applicable) in the main editor on the screen.

The Results

You are now able to edit the business object details and post your transactions. You post the business object transaction by clicking the “Run” button found in the top toolbar. If you are only looking to test a business object, make sure to edit the “ValidateOnly” option in the business object parameters’ section. This ensures that the results you get are only validated but not actually posted to SYSPRO.

Schema Files Consideration

One thing to keep in mind is that the e.net Diagnostics program will not be able to load sample business object schemas by default if you install it on a SYSPRO client machine. Schema files for business objects are only found on the SYSPRO server. To retrieve sample schemas on a client machine, you will have to edit the program’s settings to point to the “Schemas” folder on the SYSPRO server or copy the schema files from the server to your client machine. You can change the schema directory by going to File  Settings  Specify Schema Path.

SYSPRO e.net EstesWay

The e.net Diagnostics Tool by SYSPRO facilitates testing, learning, and development with business objects by allowing users to load sample schemas and conduct transactions conveniently through a user-friendly interface, requiring logon credentials including WCF service base address and SYSPRO operator information, and offering the option to edit business object details and validate transactions before posting, with a note that schema files are only available on the SYSPRO server and may need to be manually retrieved or configured on client machines.

EstesGroup ERP and IT consultants provide valuable expertise and support for organizations leveraging SYSPRO ERP, offering comprehensive assistance in maximizing the utilization of SYSPRO’s functionalities.

With deep understanding of SYSPRO’s capabilities and extensive experience in ERP implementation and optimization, EstesGroup consultants can aid businesses in streamlining processes, enhancing system integration, and optimizing workflow efficiency. Whether it’s tailoring the e.net Diagnostics Tool to suit specific business needs, providing guidance on best practices for SYSPRO configuration, or offering training and ongoing support for users, we serve as trusted partners in driving success with SYSPRO ERP solutions.

The Ancient Art of Specifying Report Requirements in Epicor

by EstesCloud | Apr 24, 2024 | Distribution, Epicor, Epicor Kinetic, ERP, ERP Consulting, Managed IT Services, Manufacturing Innovation, Prophet 21

Designing Custom Reports in Epicor ERP

Creating custom reports in any Enterprise Resource Planning (ERP) system, including Epicor Kinetic, can be a surprisingly difficult endeavor. I’ve seen numerous cases in custom report development where the final deliverables did not match the expectations. Why does this happen? Most often, it’s not due to technical challenges but rather the difficulty in defining what you actually need.

If you are considering creating a custom report and are in the process of specifying report requirements in Epicor, there are a few things to keep in mind.

When requesting a custom report in Epicor ERP, simply providing a paper copy of a report from your legacy system and asking the developer to recreate it in Epicor is not enough to ensure a successful outcome. While the legacy report may serve as a starting point, it’s essential to recognize that the data structure and available fields in Epicor may differ from your previous system. To create an effective custom report, you need to provide more specific details about your requirements, taking into account the unique features and capabilities of Epicor ERP. Similarly, offering a one-line description of your desired report and expecting the developer to “get it done” is insufficient for achieving the desired results. A brief, vague description leaves too much room for interpretation and can lead to misunderstandings. So, make note of these two things not to do when planning your approach:

Simply pulling out a paper copy of a report from the legacy system and saying, “Do it in Epicor,” is not sufficient.
Providing a one-line description and saying, “Get it done,” is also inadequate.

Investing time in creating detailed specifications can save you from multiple rounds of revisions and ensure a more efficient and successful custom report development process in Epicor ERP.

In other words, if you want a good report, you need to specify the details.

Key Elements for Specifying an Epicor Report

To ensure your custom report meets your expectations, consider the following key elements:

Query Logic

What should the underlying query return? For example, specifying the report logic might involve “all active parts of Part Class X” or “all sales order miscellaneous charges that have not yet been invoiced.” Providing this basic logic helps the developer structure the underlying query.

Filters

Do you need to run the report filtered by something, such as the part, supplier, or site? If so, note it, as this will affect how the report is created.

Groupings

How do you want the data in the report grouped? For instance, you may want the data grouped “by site and customer.”

Sorts

Within the groupings, how should the data be sorted? This will impact how the underlying query is structured before the data is passed to the report designer. For example, you might want to “group by site and customer, and sort by invoice number” or “sort alphabetically by part number.”

Fields and Field Order

It’s important to know the specific ERP fields where the data lies, and the order they should appear in the report. If it’s a calculated field, you need to provide the calculation (e.g., past due = due date – current date).

Sample Data

Often, to build a report, you will need the underlying data in the development environment. For example, if you are specifying a report that collects all miscellaneous charges, you may need to create some sales orders and sales order lines with miscellaneous charges.

Mockup

Providing a visual mockup of what you are looking for helps the developer organize the output. If you are replacing an existing report from a legacy system, this may be a good time to use the legacy report copy, albeit with the necessary edits to make it specific to the new ERP system.

By considering these key elements and providing clear specifications, you can help ensure that your custom report meets your expectations and delivers the insights you need.

When defining report requirements in Epicor ERP, it’s crucial to provide clear and detailed specifications to ensure the final output meets your expectations.

Epicor report requirements should include query logic, filters, groupings, sorts, fields, sample data, and a visual mockup to guide the developer in creating a custom report that aligns with your business needs. By effectively communicating your Epicor report requirements, you can streamline the development process and obtain the insights you need to make informed decisions and drive your business forward. Creating custom reports in Epicor ERP can be a complex process, but by understanding and addressing the key challenges, you can ensure your reports meet your specific needs. The most significant hurdle is often not the technical aspects but rather the difficulty in clearly defining your requirements. By providing detailed specifications, you can help bridge the gap between your expectations and the final deliverable. Remember, effective communication and collaboration are essential to overcoming challenges.

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Streamline SYSPRO 8 Client Installs with Batch Install Files

by EstesCloud | Apr 16, 2024 | Business Consulting, Distribution, ERP, ERP Consulting, ERP Implementation, Hosting, Manufacturing Innovation, SYSPRO

Simplifying SYSPRO 8 Client Installations

Installing client machines for SYSPRO ERP can be a tedious process. Accessing the SYSPRO 8 Installer on each client machine, signing in to the installer, going through the various tabs and steps to successfully install both the client and the necessary reporting software. What if there was a significantly easier way to perform these installations? As a matter of fact – there is!

Instead of going through the installer every time you install a SYSPRO client, you can create and export a SYSPRO product batch file. The batch file allows you to both quickly and quietly install a SYSPRO client along with the necessary reporting software without using the SYSPRO installer at all.

You can create your own SYSPRO batch file installer by following the steps outlined below.

STEP ONE: Launching the SYSPRO Installer

Find and launch the latest version of the SYSPRO Installer. By default, this file is located in: “\\*servername*\SYSPRODeploy”.

STEP TWO: Signing In

Go through the steps of signing in to the installer using your SYSPRO InfoZone credentials.

STEP THREE: Click to Select

Click on “SYSPRO ERP Software”.

STEP FOUR: Selecting Deployment Group

Click “Select” on your desired deployment group.

STEP FIVE: Exporting SYSPRO 8 Client

You should now see the available product list for your SYSPRO environment. In the top left-corner of the product list header there will be a little “Export” button. Click this button.

STEP SIX: Export

The product list now changes to an “Export” selection. Find and select the SYSPRO 8 Client and click to continue the export.

STEP SEVEN: SYSPRO Terms

You will be asked to review and agree to general installation terms. Proceed through the export wizard until you can select to begin the export.

Effortless SYSPRO 8 Client Installation with Batch Files

A batch file is now created and can be used to install the SYSPRO 8 client along with its required services. By default, the batch file is stored in “\\*servername*\SYSPRODeploy\Exports”. Following similar steps, you can create an additional batch file for reporting software by navigating through the “Additional Software” section of the installer and selecting your version of Crystal Reports to export. Using these batch files, you can now quietly install a full SYSPRO client configuration with only a few clicks!

Here are a few helpful tips to keep in mind when using the batch files:

Run the batch file to install the SYSPRO client first prior to installing any reporting software.
To ensure that the products are installed properly, make sure that you run the batch files as administrator. Additionally, the domain user running the batch files will need sufficient access to the SYSPRODeploy folder on the SYSPRO Server where the targeted products and install files are located.
You can use the Programs & Features part of Windows to verify that the products installed successfully after running the batch files.
If something fails to install, you can always use the SYSPRO 8 Installer program to retry the installation manually.

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