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Introducing the Epicor
Solution WorkbenchChris Roethler
Senior roduct !anager
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© 2014 Epicor SoftwareCorporation
Safe "arbor State#ent
$%RW&R'()%%*I+, S-&-E!E+-S. This Presentation contains certain statements that may
constitute forward-looking statements under the Private Securities Litigation Reform Act of 1995 These
forward-looking statements may include statements regarding future !roduct releases" future
functionality" revenues" cash #ows" growth !ros!ects" installed $ase of customers" the launch of new
!roducts and other statements that are not historical fact These forward-looking statements are $ased
on currently availa$le com!etitive" %nancial and economic data together with management&s views and
assum!tions regarding future events and $usiness !erformance at the time the statements are made
and are su$'ect to risks and uncertainties Actual results may di(er materially from those e)!ressed or
im!lied in the forward-looking statements Such risks and uncertainties include $ut are not limited to
changes in the demand for *!icor&s !roducts+ the timely availa$ility and market acce!tance of new
!roducts and u!grades+ the im!act of com!etitive !roducts and !ricing+ the discovery of undetected
software errors+ changes in the %nancial condition of *!icor&s customers+ and other factors discussed in
*!icor&s %lings with the Securities and *)change ,ommission" including *!icors S-. Registration
Statement %led on /anuary 11" 010" as amended on 2e$ruary 1" 010" our 3uarterly re!orts on 2orm
1-4" and our annual re!ort on 2rom 1- for !eriod ending Se!tem$er 6" 010 As a result of these
factors the $usiness or !ros!ects e)!ected $y *!icor as !art of this announcement may not occur
*!icor undertakes no o$ligation to revise or u!date !u$licly any forward-looking statements
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olling
7ow many !eo!le are familiar withwhat the Solution 8anager was in*!icor 95
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&genda
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Introduction
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Solution Workbench
The Solution :ork$ench in *!icor *RP 1 isa re!lacement for the Solution 8anager in*!icor 9
The idea $ehind this tool has not changed
$ut the way it works is very di(erent Someof the new features are;
– A$ility to 2ilter Tracked *lements
– *)!anded A$ility to Package
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What !akes up a Solution/
Solutions can contain.
• Auto-Tracked *lements =e%ned
• 8anually Selected ,om!onents
– This is one of the most common methods as you can !ackagethings like >? ,ustomi@ations" P8s" and A4s you have createdinto one !ackage
Wh use a Solution/
• This allows you to work in multi!le areas and !ackagethem to $e installed during an u!grade or migration aso!!osed to im!orting one $y one
• Allows users to create elements in a Test d$ at the same*RP version and $uild the solution to $e installed in whatwould $e your Live = at Bo-Live
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Solution Ele#ents
Solution *lements are the
ty!es of items that can $e$uilt into a solution to $einstalled later• *)am!les of these are;
– Re!ort =ata =e%nitions
– A4s
– P8s
– ,ustom Re!orts
–
>? ,ustomi@ations – Security =e%nitions
– =ash$oards
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Solution -racking
?nside *!icor *RP 1" you can %nd the Solution
Tracking o!tion on the main menu in the $ottomleft
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uilding and ackaging a Solution
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uilding a Solution
Fou have the a$ility to add Tracked items or
already created elements to a solution• Fou can do this $y moving tracked items to the
Solution $eing $uilt or search using the Add To Solutiono!tion
- k d It i th S l ti
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-racked Ite#s in the SolutionWorkbench
-racked -ab Selected.
• *lements that =is!lay on the Left Pane
– Summary of the *lements that have $een trackedunder this Solution
– Are %ltered to only the *lements of the Solution Ty!e
• *lements that =is!lay in the Right Pane
– =etail information for the actual tracked records in theselected *lement in the left !ane
– =is!lay ,olumns are $ased on the =is!lay ,olumns
de%ned in *lement 8aintenance
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$inaliing the Solution
Cnce you are ha!!y with your Solution ,ontents" you canselect Actions G uild Solution
uild o!tion allows you to de%ne the name of the solution%le Hca$I and where you want to save to your Server
=ocumentation a$out what elements are in the solutioncan $e included
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Installing a Solution
To install a
solution" selectthe o!tion fromthe Action 8enuand navigate tothe ca$ %le and
select it Fou have o!tionsto overwrite anye)isting elementsin the data$aseand whether to!ut it in thecurrent com!anyor all com!anies
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'e#onstration
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3&
Introducing the
Epicor SolutionWorkbenchChris Roethler
Senior roduct
!anager
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© 2014 Epicor SoftwareCorporation
Custo#er Care Card
Select the,ustomer ,arewidget to informus of your entire
e)!erience at?nsights 01.
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Want to )earn !ore/Jisit >s in the Solutions Pavilion
Instructor()edCourses
• ,lassroom• Jirtual courses• :orldwide access to over
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solution" and real $usinessdata
Self(aced )earning• *m$edded courses• *!icor knowledge mentor• Cn-demand tutorials• Learning availa$le at any
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'ocu#entation
• ?llustrated" detailedinstructions of ma'ora!!lication functions
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