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How to use the SYSPRO e.net Diagnostics Tool

How to use the SYSPRO e.net Diagnostics Tool

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.

SYSPRO e.net ERP

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 e.net Diagnostics

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.

SYSPRO Logon Credentials

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.

SYSPRO ERP Session

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. 

SYSPRO Business Object Input

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.

SYSPRO Multiple Calls

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 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

The Ancient Art of Specifying Report Requirements in Epicor

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.

Report Requirements in Epicor

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:

  1. Simply pulling out a paper copy of a report from the legacy system and saying, “Do it in Epicor,” is not sufficient.
  2. 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.

Streamline SYSPRO 8 Client Installs with Batch Install Files

Streamline SYSPRO 8 Client Installs with Batch Install Files

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!

SYSPRO ERP User

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.

SYSPRO Sign In

STEP THREE: Click to Select

Click on “SYSPRO ERP Software”.

SYSPRO Installer

STEP FOUR: Selecting Deployment Group

Click “Select” on your desired deployment group.

SYSPRO Deployment Groups

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.

SYSPRO Product Selection

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. 

SYSPRO Product 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.

SYSPRO 8 Client

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.

How to Use Advanced Diagnostics in SYSPRO

How to Use Advanced Diagnostics in SYSPRO

Advanced SYSPRO Debugging Tools – The “Diagnostics” Setup Option

Outside of general SYSPRO database tables in SQL and eSignatures that are not enabled by default, it can be particularly difficult to investigate custom e.net transactions and SQL issues in SYSPRO. Thankfully, an advanced “Diagnostics” tool is available. Contrary to similar administrative tools such as the System Audit Query and Job Logging programs, this tool is not a standalone program. Instead, it is a settings-related options found inside your SYSPRO’s Setup Options program. 

The setting in question is called “Diagnostics” and can be found within SYSPRO’s Setup Options program at: System Setup General Options Diagnostics. The field is a dropdown containing a variety of input options with not-so-descriptive naming conventions such as “dev02”, “enet01”, “enetxi”, and “srsd04”. While all the items available in the diagnostics list serve an important purpose, we will focus this article on the e.net-type diagnostics that can be used to help diagnose and potentially resolve complicated transaction issues. 

SYSPRO Diagnostics

SYSPRO E.net Options

When customizing SYSPRO particularly with third party programs or VBScripts, you are likely to encounter programmatic use of SYSPRO’s business objects. In extremely rare cases, you may experience issues running these business objects. Perhaps you don’t get an XML response, or you are encountering critical system errors with limited details about the errors. In this case, the “enet” diagnostic options can be useful. The “enet01” option creates a log of all business objects that have processed in the system since the diagnostic option was turned on. It saves important information such as transaction date/time, method names (logon, logoff, get, post), and status messages of each transaction. Consider the “enet01” option the “summary” of e.net type diagnostics.

If you require more detail about your e.net transactions, you can use the “enetxx” option. This diagnostics option saves the XML-In and XML-Out details of each business object transaction. The XML-In is the data that was passed to the business object. The XML-Out is the response provided back by the object. The “enetxi” option can be used to only monitor XML-In and the “enetxo” only monitors XML-Out.

While there are several other diagnostic types to choose from, it is unlikely that the information returned by these options will be of any help to you. The remaining diagnostic types are more commonly used by internal SYSPRO staff for testing and debugging of significant errors or new programs in SYSPRO. You can open SYSPRO’s “Help” documentation by pressing “F1” to learn more about the other diagnostics options if it should be of interest. 

System Impact and Log File Growth

It is important to know that some of these diagnostics options can result in very large log files if they are not turned off after an issue has been investigated. Particularly the “enetxx” option as the XML-In and XML-Out for every business object transaction can be significantly lengthy. If you are trying to monitor automated tasks and will have to leave these diagnostics on for extended periods of time, be sure to keep an eye on the log file sizes.

Additionally, many of these diagnostic types can slow down the overall system performance. Every post and query in SYSPRO use some type of business object. These transactions will see a slight performance hit due to SYSPRO recording and logging the data input/output. When you have completed investigating an issue, be sure to clear the log files and turn off the diagnostics options that you had enabled. 

The EstesWay to Advanced Diagnostics in SYSPRO

In conclusion, navigating through complex SYSPRO issues, especially those involving custom e.net transactions and SQL intricacies, can be daunting without the right tools and expertise. Fortunately, the “Diagnostics” setup option within SYSPRO’s Setup Options program provides a valuable resource for investigating and resolving such challenges. By utilizing specific diagnostic settings like “enet01” and “enetxx,” users can gain insights into business object transactions and detailed XML data, aiding in the troubleshooting process. However, it’s crucial to exercise caution with these diagnostic options, as they can lead to substantial log file growth and potential system performance impacts if left unchecked. Nevertheless, with the support and guidance of EstesGroup consultants, businesses can effectively leverage these advanced debugging tools to overcome SYSPRO-related hurdles and optimize their operations.

Empower your users with advanced diagnostics in SYSPRO ERP today.

SYSPRO Advanced Diagnostics Tool

Follow these steps to get immediate assistance with SYSPRO ERP:

  • Contact EstesGroup consultants via chat, website, or phone.
  • Describe your SYSPRO issue and request advanced diagnostic assistance.
  • Schedule a consultation with EstesGroup SYSPRO ERP specialists.
  • Collaborate with consultants to enable and utilize diagnostic tools.
  • Implement recommendations provided by EstesGroup for issue resolution.

Connecting the Clouds: Website vs. ERP Hosting

Connecting the Clouds: Website vs. ERP Hosting

Manufacturers and distributors can benefit significantly from a Managed Services Provider (MSP) managing one website or kin websites as part of an integrated IT services, IT security, and enterprise cloud strategy. An external IT provider ensures that the world will view web-based company representation with optimal performance, scalability, and security, reduced downtime and enhanced user experience. Through robust IT security measures, a cloud provider like EstesGroup safeguards sensitive data, mitigating the risk of cyber threats. Additionally, integrating enterprise cloud solutions facilitates seamless data access, collaboration, and scalability, enabling manufacturers and distributors to focus on core business functions while staying agile and competitive in the digital landscape.

Website vs ERP Hosting

For businesses, websites serve as crucial repositories for sharing information, necessitating proper hosting and data management to connect with customers, ensure security, and facilitate growth. When exploring website hosting services and ERP hosting solutions, businesses encounter various cloud options, with managed hosting and shared hosting being the primary types. Understanding the distinctions in the website vs. ERP hosting conversation empowers businesses to make informed decisions aligning with their unique identities.

Is your website hosting forgotten data?

While your IT team is focusing on critical tasks, your website might go unnoticed, opening the path to vulnerability and chaos. In the realm of website hosting, discerning between managed hosting and shared hosting is essential. Managed hosting is ideal for businesses seeking comprehensive control and responsibility, with the service provider acting as a dedicated IT department overseeing all aspects of the website. Conversely, shared hosting accommodates businesses needing performance and security but may lack the size or budget for full-service management. Multiple businesses share resources like RAM and CPU under a shared server, potentially impacting performance during traffic surges. Managed hosting suits larger enterprises prioritizing ultimate performance and security, while shared hosting remains viable for budget-conscious smaller businesses.

Managed Hosting vs. Shared Hosting vs. Managed ERP Hosting

Businesses should consider several key differences between managed and shared hosting for websites and ERP hosting for enterprise resource planning applications. Here are a few things to keep in mind as you unravel your web of business data.

  • Resources: Managed hosting provides dedicated server resources, ensuring optimal performance, while shared hosting involves resource-sharing, potentially leading to performance issues during high traffic.
  • Customization: Managed hosting offers customized solutions, tailored to specific business needs, whereas shared hosting tends to be more one-size-fits-all.
  • Security: Managed hosting prioritizes security, protecting individual businesses, whereas shared hosting may compromise security if one business on the shared server experiences a breach.
  • Optimal Performance: Managed hosting eliminates performance issues associated with shared resources, providing consistent and optimized performance.
  • Updates: Managed hosting ensures prompt updates and security patches, while shared hosting may require businesses to schedule updates themselves.
  • Email: Both hosting types offer email services, with managed hosting providing premium plans for enhanced features.
  • Cost: Shared hosting is more affordable, making it suitable for smaller businesses with budget constraints, while managed hosting, though more expensive, offers superior performance and security.

How ERP Hosting Gets Tangled in Your Website Web

The discussion on website hosting parallels ERP hosting, where businesses can opt for a managed service provider to host their ERP software in a remote, cloud-based data center. This centralized approach provides cost-effective, secure, and scalable solutions, enabling businesses to focus on operations rather than maintaining on-premise infrastructure.

Businesses must comprehend the disparities between the many available cloud options to make informed choices for their website and ERP hosting needs. While managed hosting excels in performance, security, and support, startups or small businesses with budget constraints may consider shared hosting initially. Managed hosting proves invaluable for businesses seeking to eliminate on-premise responsibilities, allowing them to concentrate on optimization and growth.

Complex Cloud Hosting Environments

Experience seamless business operations with our fully managed ERP hosting, ensuring optimal performance, security, and scalability as we take charge of your ERP software in a secure, remote, and cloud-based environment. Ready to tackle website vs. ERP hosting? Elevate your online presence with our fully managed website hosting, where a dedicated IT team handles every aspect, providing tailored solutions for peak performance, robust security, and unmatched support. Trust EstesGroup to streamline your technology infrastructure, allowing you to focus on growth and innovation without the burden of managing complex hosting environments.

How ERP Breathes New Life into Medical Device Manufacturing

How ERP Breathes New Life into Medical Device Manufacturing

ERP Ready to Help

The medical device manufacturing sector plays a vital role in supplying essential products that impact lives. Manufacturers must adhere to the strictest compliance standards while successfully organizing and managing their operations. Effective Enterprise Resource Planning (ERP) systems can be an important aspect of this organization and management. There are many benefits to implementing ERP systems, and manufacturers will find that the right solutions will improve their operations, ultimately increasing operational productivity and software functioning.

Medical Device Manufacturing

Tracking Data Health

Given the diverse range of medical supplies and their components, manufacturers require software integrations capable of efficiently tracking parts and finished products. ERP systems facilitate seamless tracking and management of order histories, revisions, and product recalls. Tailored ERP solutions offer real-time insights throughout the manufacturing process, aiding in documentation and data export for compliance with medical device manufacturing standards. These systems also enable revision tracking during manufacturing, assisting businesses during inspections and audits. Providing recall tracking, ERP systems empower businesses to identify potential concerns in medical devices, implementing protocols to prevent recalls and ensuring comprehensive tracking support for the complex manufacturing of medical devices.

Healthy Supply Chain Management

ERP systems for the medical device manufacturing industry offer robust support for supply chain management. Businesses can easily manage various aspects, including the Approved Supplier List (ASL), tracking, manufacturing documentation, data reporting, validation and revalidation, risk assessment, and quality control and inspection.

Seamless ERP Integrations

The most effective ERP systems are tailored to seamlessly integrate with existing systems and software. Customized ERP systems provide a unified approach to operational management, allowing for flexible software integrations under a single system. For instance, integration with the Laboratory Information Management System (LIMS) provides crucial data insights while safeguarding data and permissions. ERP systems collaborate with and enhance existing systems, enabling businesses in the medical device manufacturing industry to focus on quality and efficiency in supplying and distributing medical devices.

 

The Longevity of Med Device Manufacturing 

In a world where medical devices like artificial hips and knees are essential and can change lives, ERP systems emerge as crucial tools for meeting industry demands. A fully-customizable ERP system offers comprehensive data tracking and supply chain management, alongside flexibility in system and software integrations. Implementation of effective ERP systems empowers businesses to gain insights into their manufacturing processes, enhancing operational efficiency and productivity. A unified system with vital software integrations allows businesses to prioritize fulfilling essential orders and providing individuals with the medical devices they need.

Where Security Takes the Pulse

Meet ECHO, EstesGroup’s cloud solution for complex application management. In the rapidly evolving landscape of medical device manufacturing, top-tier security and cloud solutions stand as the vanguards of fortified operations. Paired seamlessly with effective ERP systems, these cutting-edge technologies offer a robust shield against potential threats. Advanced security protocols embedded within the cloud infrastructure provide an extra layer of protection for sensitive data, ensuring compliance with stringent industry standards.

Global Health Requires Private Cloud ERP

Cloud solutions enable manufacturers to securely store and access critical information, fostering a dynamic and collaborative environment. This integrated approach not only enhances the resilience of the manufacturing process but also aligns with the industry’s commitment to delivering high-quality, life-changing medical devices. As the medical manufacturing sector embraces innovation, the synergy between ERP, top-tier security, and cloud solutions emerges as a formidable force, propelling the industry towards a future of heightened efficiency and reliability.