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Contents
Contents
Advanced Dashboards Course...............................................................................................6
Before You Begin....................................................................................................................7
Audience.........................................................................................................................................................7
Prerequisites....................................................................................................................................................7
Environment Setup..........................................................................................................................................8
Workshop Constraints..............................................................................................................................8
Contents
Updatable Dashboards.........................................................................................................44
Workshop - Create Updatable Dashboard......................................................................................................45
Add Customer Query to Dashboard........................................................................................................45
Modify Customer Grid Properties............................................................................................................45
Add Updatable Query to Dashboard.......................................................................................................46
Modify Contact Grid Properties...............................................................................................................46
Add Tracker View for Contact Query......................................................................................................48
Test Updatable Dashboard......................................................................................................................49
Verify the Created Record.......................................................................................................................49
Add Order Status Query..........................................................................................................................50
Add Chart View for Order Status Query..................................................................................................50
Workshop - Uptake from Excel.......................................................................................................................51
Create a Spreadsheet..............................................................................................................................51
Uptake from Excel..................................................................................................................................52
Verify the Created Record.......................................................................................................................53
Workshop - Use Publish View.........................................................................................................................54
Publish View from Dashboard.................................................................................................................54
Copy Standard Dashboard......................................................................................................................54
Load Published View...............................................................................................................................55
Contents
ESP Authentication........................................................................................................................................65
Workshop - Create a Dashboard in Microsoft SharePoint...............................................................................66
Create New Document Library................................................................................................................66
Create a New Web Part Page..................................................................................................................68
Explore Web Part Settings.......................................................................................................................69
Load the Available Views........................................................................................................................72
Arrange Views Within the SharePoint Page.............................................................................................75
View the ESP Dashboard.........................................................................................................................75
Adjust the ESP Dashboard.......................................................................................................................75
Test the ESP Dashboard..........................................................................................................................78
Conclusion.............................................................................................................................80
Audience
Specific audiences will benefit from this course.
System Administrator
IT/Technical Staff
Project Team Leader
Department Manager
Prerequisites
To complete the workshops in this course, the necessary modules must be licensed and operating in your training
environment. For more information on the modules available, contact your Epicor Customer Account Manager
at EpicorCAM@epicor.com. It is also important you understand the prerequisite knowledge contained in other
valuable courses.
Navigation Course - This course introduces navigational aspects of the Epicor application's user interface.
Designed for a hands-on environment, general navigation principles and techniques available in two user
interface modes - Classic Menu and Modern Shell Menu. Workshops focus on each of these modes and
guide you through each navigational principle introduced.
Introduction to the Dashboard Course - This course provides an introduction to the dashboard - a
personalized information and a command center.
Introduction to Customization Course - This course explores the customization tools embedded within
the Epicor application. Unlike personalization, users can customize a form and then make it available to
multiple users in a company.
Business Activity Query Course - This course introduces Business Activity Query (BAQ) Designer data
extraction tool. It provides techniques for creating static Business Activity Queries (BAQs) as well as updatable
BAQs. You can use both queries as the foundation for reports and dashboards, or to review specific details
of your business.
SQL Server Reporting Services for Epicor ERP Course - This course introduces Microsoft SQL Server
Reporting Services (SSRS) reports and their implementation in Epicor ERP.
Required Industry Knowledge - Fundamental knowledge of relational database concepts such as table
relationships, records, and field types. An understanding of the functionality of the current release of the
Epicor application.
Environment Setup
The environment setup steps and potential workshop constraints must be reviewed in order to successfully
complete the workshops in this course.
Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experience
Epicor functionality in action but does not affect data in your live, production environment.
The following steps must be taken to successfully complete the workshops in this course.
1.
Verify the following or ask your system administrator to verify for you:
Your Epicor training icon (or web address if you are using Epicor Web Access) points to your
Epicor training environment with the Epicor demonstration database installed. Do not complete
the course workshops in your live, production environment.
Note It is recommended that multiple Epicor demonstration databases are installed. Contact
Support or Systems Consulting for billable assistance.
The Epicor demonstration database is at the same service pack and patch as the Epicor
application. Epicor's education team updates the Epicor demonstration database for each service pack
and patch. If your system administrator upgrades your Epicor application to a new service pack or patch,
he or she must also download the corresponding Epicor demonstration database from EPICweb > Support
> Epicor > Downloads and install it. If this is not performed, unexpected results can occur when completing
the course workshops.
Your system administrator restored (refreshed) the Epicor demonstration database prior to
starting this course. The Epicor demonstration database comes standard with parts, customers, sales
orders, and so on, already defined. If the Epicor demonstration database is shared with multiple users
(that is, the database is located on a server and users access the same data, much like your live, production
environment) and is not periodically refreshed, unexpected results can occur. For example, if a course
workshop requires you to ship a sales order that came standard in the Epicor demonstration database,
but a different user already completed this workshop and the Epicor demonstration database was not
restored (refreshed), then you will not be able to ship the sales order. Epicor's education team has written
the course workshops to minimize situations like this from occurring, but Epicor cannot prevent users
from manipulating the data in your installation of the Epicor demonstration database.
2.
Log in to the training environment using the credentials manager/manager. If you are logged into your
training environment as a different user, from the Options menu, select Change User.
3.
From the Main menu, select the company Epicor Education (EPIC06).
4.
Workshop Constraints
All workshops in this course can be performed in a shared database.
To following table lists the prerequisites required to complete the below workshops:
Workshop
Prerequisite
Workshop
Prerequisite
10
Authorization
Authorization
Use User Account Maintenance to enter basic information, security access, and Epicor application privileges
for all users. Anyone who accesses the application must be set up in this program.
Menu Path: System Setup > Security Maintenance > User Account Security Maintenance
Important This program is not available in the Epicor Web Access.
Important User Account Maintenance is typically only accessible to system administrators. If you do not
have access to this program, contact your system administrator or IT personnel at your company for
assistance.
All users can access a dashboard once it is placed on the menu, but creating a new dashboard, or updating an
existing one, requires a security privilege.
To allow a user to work in the Designer Mode for dashboards, navigate to the Options sheet and select the
Dashboard Developer check box.
Note When you enable this functionality, it becomes available in the Tools menu in the Dashboard
program. This allows a user to toggle the mode on and off as needed.
11
12
13
Target Mobile Device - When you target the dashboard at a mobile device, you can select a mobile profile
which specifies the device dimensions (height and width) and modify the design surface accordingly within
the constraints of the device. When you generate an Epicor Web Access definition for the dashboard, it is
generated in lightweight mobile form if the dashboard is targeted at a mobile device.
Titlebar sheet
The Titlebar sheet displays a summary of the queries publishing information on the dashboard, as well as all the
fields published to the title bar. This window allows you to modify any fields published to the dashboard title bar
in one place, instead of having to access each query individually.
You can use the Title Caption field to enter the text that displays on the title bar.
Advanced Search
To have a dashboard added as an advanced search, you must enable the Advanced Search check box. The
Advanced Search functionality is designed around the concept of Like fields. Similar to the Like fields used in a
BAQ Search, the Advanced Search also uses Like fields; however, the data displays as a Dashboard and opens in
a separate window on your workstation. You can then use the dashboard to search for specific data, select a
record, and retrieve the record back to the original program you were searching from.
Note You can use Advanced Searches wherever you can launch a Search window. To launch an Advanced
Search, use the Search button or a context menu search option.
14
15
Publish Fields
Publish the Part Number field for use as a filter to the additional query views added later in the workshop. Publish
the Part Description field to the title bar of the Dashboard.
1. In the dashboard tree view, right-click the query icon, and select Properties.
The Dashboard Query Properties window displays.
2. On the General sheet, select the Auto Refresh on Load check box.
This refreshes the data automatically when you launch the dashboard.
Note Use caution when enabling this check box, as queries that retrieve many records take more
time to load to the dashboard when it is initially opened.
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Data
ColumnName
JobHead_PartNum
Condition
= (equal sign)
Value
Note
EPIC06-PartBin- Part and Bin Information: Part_PartNum is the Part Number field published from the
EPIC06-PartBin query above.
18
Image Columns
You can ad Image Column to a dashboard grid to and define rules for its displaying. There are many standard
images that you can select to display. Each column can be set up so that it does not have a default image. This
allows you to populate it with images when specific rule conditions are met. To define the rules that determine
when the image displays, use the View Rules sheet.
Example
To display an image next to a part when it has a negative on hand quantity:
1.
Create an image column and select the appropriate image (graphic) that you want to display.
2.
Establish the criteria on the View Rules sheet that defines when the on hand quantity is less than zero,
the column displays the selected image.
You can immediately use this functionality to display any image included within the application. You can also
display your own images through Resource Editor.
The Resource Editor is a tool that allows you to add, edit, and delete the images used within the customized
program or dashboard. It allows you to create a custom resource file that automatically loads when you launch
the application. You can then reference these images within the application.
While you are in Developer Mode for either a customized program or a dashboard, you can selected these images.
When you add a new grid to a dashboard, the Image Column sheet allows you to display your custom images
on the custom grid. This separate utility is available for download from EPICweb at Epicor Downloads. Use this
utility to find, select, and add your own images to the Epicor application.
19
Data
Select Field
PartBin_OnhandQty
Rule Condition
LessThan
Rule Value
4. Click the > blue arrow button to save the rule and move it to the available rules list.
5. Click the New Rule Action button.
6. Enter the following information for the rule action:
Field
Data
Select Field
NegOH
Image Name
Exclamation
7. Click the > blue arrow button to save the rule action and move it to the available actions list.
8. In the Dasboard Grid Properties window, click OK.
9. On the Standard toobar, click Refresh.
10. Review the results in the Parts grid of the dashboard.
Notice the new Neg On Hand column that displays in the first column of the grid. The Warning icon only
displays next to parts that have a negative on hand quantity.
11. Remain in the dashboard.
20
Advanced Searches
An Advanced Search allows you to enter criteria to search for specific data within the Dashboard. Also known
as a Tracker View, the Advanced Search uses the Epicor application customization tools to create the view and
enable the fields for data entry.
Not only can you enable certain fields for data entry, you can also set up multiple fields to allow a range to be
entered and data can be filtered.
Example Searching for open sales orders within a specific date range.
21
6. For the Part_PartNum column, in the Condition field, select StartsWith and accept all other defaults.
The Condition field determines how the data entered in each field is used for searching.
Tip By selecting the Embed Grid View check box, the query's grid displays within the Tracker View.
Do not select this option for this example.
22
4. Navigate to the EPIC06-PartBin: Summary sheet and click Refresh to view the results.
Notice only manufactured parts display.
5. Navigate to the Advanced Search sheet.
6. On the Standard toolbar, click Clear.
7. In the Part field, enter the letter C.
Recall the condition for this field is set to StartsWith.
8. Navigate to the EPIC06-PartBin: Summary sheet and click Refresh to view the results.
Notice only parts that start with the letter C display.
23
Add Groupbox
1. In the dashboard tree view, right-click the Advanced Search tracker view, and select Customize Tracker
View.
The Customization Tools Dialog window displays.
2. Arrange the dashboard and the Customization Tools Dialog windows to see both.
3. In the Customization Tools Dialog window from the Tools menu, select Toolbox.
The Toolbox window displays.
4. In the Toolbox window, click EpiGroupBox.
5. Under the Warehouse field, click in the Advanced Search sheet to add the new groupbox.
6. Resize the box so it fits two text boxes inside for the part range entry fields.
7. Navigate to Customization Tools Dialog > Properties sheet.
8. On the canvas, click the epicGroupBox1 to select it.
9. In the Misc group, in the Text field, delete the content and enter Part Range Search.
10. In the Customization Tools Dialog window, click Save.
Add Field 1
This field is used as the start range parameter for the advanced search.
1. In the Toolbox window, click EpiTextBox.
If necessary, re-launch the Toolbox from the Tools menu in the Customization Tools Dialog window.
2. On the Advanced Search sheet, click inside the previously added groupbox to add the new field.
3. Resize the box so the data fits in the field.
4. Navigate to the Customization Tools Dialog > Properties sheet.
5. In the Data group, in the Text field, delete the content and leave the field blank.
6. In the Misc group, in the IsTrackerQueryControl field, select True.
Note Setting the IsTrackerQueryControl to True means that the field acts as a control for the search
window.
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Add Field 2
This field is used as the ending range parameter for the advanced search.
1. In the Toolbox window, click EpiTextBox.
If necessary, re-launch the Toolbox from the Tools menu in the Customization Tools Dialog window.
2. Click inside the groupbox under the previously added textbox.
Leave enough space between both textboxes for adding a label between them in the next task.
3. Resize the box so the data fits in the field.
4. Navigate to the Customization Tools Dialog > Properties sheet.
5. In the Data group, in the Text field, delete the content and leave the field blank.
6. In the Misc group, in the IsTrackerQueryControl field, select True.
7. In the Misc group, in the QueryColumn field, select Part_PartNum.
8. In the Dashboard group, in the DashboardCondition field, select LessThanOrEqualTo.
9. In the Dashboard group, in the DashboardPrompt field, select True.
10. In the Customization Tools Dialog window, click Save.
Add Label
Add a label to the search groupbox.
1. In the Toolbox window, click EpiLabel.
If necessary, re-launch the Toolbox from the Tools menu in the Customization Tools Dialog window.
2. Click inside the groupbox between the two EpiTextBox fields to add the new label.
3. Navigate to the Customization Tools Dialog > Properties sheet.
4. In the Misc group, in the Text field, delete the content and enter To.
5. Click Save and exit the Customization Tools Dialog window.
6. If necessary, in the Save Confirmation window, click Yes.
7. In the dashboard, on the Standard toolbar, click Save.
25
Run Search
1. Navigate to the Advanced Search sheet.
2. On the Standard toolbar, click Clear.
3. In the first part range search field, enter CS-000.
4. In the second part range search field, enter CS-100.
5. Navigate to the EPIC06-Part Bin: Summary sheet.
6. On the Standard toolbar, click Refresh.
7. Review the results.
8. Remain in the dashboard.
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Dashboard Browse
A Dashboard Browse provides the ability to use a standard search button on the dashboard, along with the
Standard navigational toolbar. The standard search button (indicated by a binoculars icon) allows you to initiate
a standard search for records. The navigational tools area allows you to scroll through selected records, or select
the record from a list of search results.
Use a special filter on the query to add a Dashboard Browse to the query level of a dashboard. To apply a filter,
right-click the query icon in the tree view and select Properties. You must also determine which field to use for
the search. For example, the Part Number field in the Part master file.
A dashboard can contain more than one Dashboard Browse. Each query added to the dashboard can contain its
own dashboard browse, however, one is indicated as the Primary Browse. A Primary Dashboard Browse displays
next to the Standard toolbar at the top of the screen above the contents pane of the dashboard. A Dashboard
Browse not marked as Primary displays in the Contents pane of the dashboard and at the same level as the query
itself.
Data
ColumnName
Part_PartNum
Condition
= (equal sign)
Value
29
30
Data
Name
JobAsmbl
Text
Job Asmbl
Tab Text
Job Assembly
7. Click the > blue arrow to add the sheet to the Custom Sheets list.
31
Data
Name
JobMatl
Text
Job Matl
Tab Text
Job Material
Field
Data
Name
JobOper
Text
Job Oper
Tab Text
Job Operations
10. In the dashboard, in the Job Details pane, view the new sheets.
32
11. Click in the top left corner on the canvas on the Job Material sheet, to add the new grid to the sheet.
Resize the box so the grid spans the length and height of the Job Material sheet.
12. In the Customization Tools Dialog window, navigate to the Properties sheet.
Verify the object in focus is (C)epiUltraGrid2.
13. In the Appearance group, change the Text field to Job Material.
14. Click Save.
15. Navigate to the Job Operations sheet.
16. In the Customization Tools Dialog window, from the Tools menu, select ToolBox.
17. In the ToolBox window, click EpiUltraGrid.
18. Click in the top left corner on the canvas on the Job Operations sheet, to add the new grid to the sheet.
Resize the box so the grid spans the length and height of the Job Operations sheet.
19. In the Customization Tools Dialog window, navigate to the Properties sheet.
Verify the object in focus is (C)epiUltraGrid3.
20. In the Appearance group, change the Text field to Job Operations.
21. Click Save.
22. Exit the Customization Tools Dialog window.
23. In the dashboard, on the Standard toolbar, click Save.
33
34
Data
View Name
Job
TrackerQueryView
Column Name
JobHead_JobNum
35
Field
Data
Job
View Type
JobAsmbl
JobHead_JobNum
JobNum
5. Under the Parent and Child View fields, click the Add button.
6. At the bottom of the window, click the Add button.
In the Custom Views list, STV:JobAsm displays.
7. In the Custom Data Dialog window, click OK.
8. In the Customization Tools Dialog window, click Save.
Data
JobAsm
View Type
JobMtl
AssemblySeq
AssemblySeq
5. Under the Parent and Child View fields, click the Add button.
6. At the bottom of the window, click the Add button.
In the Custom Views list, STV:JobMatl displays.
7. In the Custom Data Dialog window, click OK.
8. In the Customization Tools Dialog window, click Save.
36
Data
JobAsm
View Type
JobOper
AssemblySeq
AssemblySeq
5. Under the Parent and Child View fields, click the Add button.
6. At the bottom of the window, click the Add button.
In the Custom View list, STV:JobOper displays.
7. In the Custom Data Dialog window, click OK.
8. In the Customization Tools Dialog window, click Save.
37
11. Navigate to the Job Operations sheet and click inside the grid.
12. In the Customization Tools Dialog window, navigate to the Properties sheet.
13. In the EpiBinding field, select JobOper and click Save.
14. Exit the Customization Tools Dialog window.
15. In the dashboard, click Save.
38
Gauge View
Use the Gauge View functionality to create a gauge graphic that updates when selected data changes within
the query it monitors.
This tool allows you to visualize data you monitor so you can act on changes as they occur. There are several
gauge types available, allowing you to select the type that meets your needs.
39
13. In the zjobhead01 : Summary grid, select different jobs and view the production quantity value that displays
on the gauge view.
Example
The following image displays the created Gauge View.
Tip On dashboard web forms, you can use gauge views in exactly the same way as on smart client
dashboards. For updatable dashboards, radial gauges - that have needles or markers you can grab
and drag around - can be used to update data to the Epicor database.
40
URL View
The URL/XSLT View allows you to display a website using a URL address or an XSLT Style sheet that displays data
on your dashboard.
When you enter a file name that ends in .xslt in the Web Address field, additional fields become available for
you to further define the Style Sheet details.
There are many different uses for a URL/XSLT link:
Simple URL link to a defined website.
URL link to website that is published from a query.
Link to standard web part such as Microsoft Outlook Inbox, or Calendar.
Display dashboard data through an XSLT stylesheet.
URL View
To add a URL to the dashboard you simply enter the caption and website address in the Dashboard URL/XSLT
Properties window. You can optionally link to a website that is published from a query on the dashboard using
the Publisher field.
41
6. Once the process is complete and the status pane displays Finished, click OK.
7. In the dashboard, on the Standard toolbar, click Save.
8. Exit the dashboard.
9. When logged in into application using the Classic style, on the Main menu, navigate to the Favorites
sheet.
Tip If the Favorites menu is not displayed on the Main Menu, click View > Favorites to enable this
option.
42
10. Click the Dashboard Assemblies group and in the list, verify the XXX-PartBinWorkBench (where XXX
are your initials) dashboard displays.
View the dashboard is also embedded on the Main menu as a new sheet.
11. From the Options menu, select Developer Mode.
Important You must be in the Developer Mode to perform any changes to the Main menu.
12. Click the Menu Groups sheet and navigate to Production Management > Job Management > General
Operations
13. Verify the Menu Items sheet displays the content of the General Operations folder.
14. Navigate to the Favorites sheet.
15. Right-click the XXX-PartBinWorkBench (where XXX are your initials) dashboard, and drag and drop it to
the contents pane on the right.
The Copy Menu Item window displays.
16. To the message, click OK.
The dashboard is now available to all users.
17. From the Options menu, select Developer Mode.
This disables the Developer Mode.
43
Updatable Dashboards
Updatable Dashboards
The Updatable Dashboard is an extension to the standard dashboard capabilities. Use the updatable dashboard
functionality to place updatable Business Activity Queries (BAQs) on either a client dashboard or a mobile device
dashboard.
When you configure the dashboard with updatable Business Activity Queries (BAQs), the dashboard behaves like
a standard Epicor form allowing you to review and update data right from the form you create.
Examples of updatable dashboards may include:
A form consisting of one updatable BAQ which displays Detail and List sheets. Users would use this updatable
dashboard to enter and edit simple records.
A complex dashboard which contains multiple views, graphs, URL pages and so on. Some of the sheets or
panels on this complex dashboard are updatable.
A mobile application which is sized appropriately for a specific mobile device. One or more sheets can be
updated, and these sheets are either tabbed or sequentially paged to organize the flow of data entry.
A simple or complex application which has sheets and panels that support multiple dirty rows. You can then
make a number of changes to a record, like selecting a series of check boxes across different rows, before
you save all of these records to the database.
Throughout the following workshops, you will work with existing updatable BAQs. For more information on the
process of creating updatable BAQs, review Business Activity Queries course.
Note To create updatable BAQs, you must have both the BAQ Advanced User and the BPM Advanced
User priviliges set up in the User Account Maintenance > Options sheet. For more information, contact
your system administrator.
44
Updatable Dashboards
45
Updatable Dashboards
Data
Column Name
CustCnt_Company
Condition
= (equal sign)
Value
This condition states the company information must be equal for both queries.
5. Press Enter to add the second condition:
Field
Data
Column Name
CustCnt_CustNum
Condition
= (equal sign)
Value
46
Updatable Dashboards
Notice the Prompt check box displays for all columns that allow data updates as defined in the
EPIC06-UpdCustContacts BAQ.
Important In the following workshop, you will use the Uptake from Excel functionality to update
the Epicor application using the data displayed in the Customer Contacts grid. The Excel Uptake
requires that the number of visible column has to match the number of updatable columns.
6. Clear the Visible check box for the following read-only columns:
Field
RoleCd_RoleDescription
ShipTo_Name
ShipTo_ZIP
ShipTo_Company
RoleCd_Company
Customer_CustID
CustCnt_RoleCode
Data
CustCnt_State
Publish Column
Customer_State
This example shows how to add a new subscriber, that will default the Contact State from the Customer
State (zCustomer01 query), when you add a new contact record.
11. In the Dashboard Grid Properties window, click OK.
47
Updatable Dashboards
48
Updatable Dashboards
49
Updatable Dashboards
6. In the Customer Contact Update dashboard, on the Standard toolbar, click Save.
Remain in the dashboard.
50
Updatable Dashboards
Create a Spreadsheet
The first step in using the Excel Uptake is to create the spreadsheet.
1. In the Customer Contacts Update dashboard, navigate to the Customer List grid.
2. In the grid, select the record for the customer Dalton.
3. Navigate to the Customer Contacts grid.
The grid displays the current contact(s) for the customer Dalton.
4. Select the record for Jim Shipler.
5. Right-click the record and select Copy Selection Include Labels.
Note View other copy options, including Copy To Excel. You can use this option to launch Microsoft
Excel and copy all data from the grid into a spreadsheet. If you apply any Group By settings in the
grid, these will be retained in the spreadsheet. This functionality is available on all grids except in
Dashboard runtime.
51
Updatable Dashboards
Field
Data
Name
E-Mail Address
Contact Num
Customer
Ship To
Plant2
52
Updatable Dashboards
53
Updatable Dashboards
2. View the Dashboard Caption field that displays the source of the view.
3. In the Published Caption field, enter List of Customers.
4. In the Group field, enter XXX-Group (where XXX are your initials).
Tip Use this field to assign views to specific groups, based on their functionality.
5. In the Description field, enter List of customers published from XXX-CustContUpdate (where XXX are
your initials).
6. In the Published View Properties window, click OK.
7. From the View menu, select Published Views.
At the bottom of the tree view, the Available Views panel displays the list of all published views within
the Epicor application.
8. In the Available Views panel, verify List of Customers displays.
When you hover over the published view, the description displays.
9. On the Standard toolbar, click Save.
10. On the Standard toolbar, click Close All to clear the dashboard.
11. To the warning message, click OK.
12. Remain in the dashboard.
54
Updatable Dashboards
Data
ColumnName
Customer.CustNum
Condition
= (equal sign)
55
Updatable Dashboards
Field
Data
Value
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3. In the New Definition ID field, enter XXX-MobileDashboard (where XXX are your initials).
4. Select the Show in Designer check box and click OK.
The Generate Mobile Dashboard message displays.
5. To the message, click OK.
6. Verify the Mobile sheet displays.
View the environment similar to a mobile device.
7. Click the Refresh button to populate the data.
8. Use the navigation buttons at the bottom to display the Customer List grid, the Customer Contacts grid,
the Advanced Search tracker and the SalesOrderStatus grid.
9. Navigate to the General > Mobile Navigation > Flow sheet.
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This sheet displays the flow of forms that will display on a mobile device.
Tip If you display more forms on your dashboard, you can use this sheet to set up a desired flow to
better navigate in your dashboard.
10. Navigate to the General > Mobile Navigation > Jumps sheet.
This sheet allows you to set up available jumps between all forms in your dashboard.
Tip If you display more forms on your dashboard, you can set up more complex jump scenarios.
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3. Click Login.
4. View the mobile Main Menu.
Use the Mobile Menu to launch mobile dashboards deployed for the selected company.
Use the System menu to configure display settings, select a company, site, theme and clear cache.
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Tip
To learn how to use the System menu, where you can set up display parameters and appearance of
mobile dashboards, review the Epicor Mobile Access topics within the Application Help.
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The tracker displays the first contact for the customer Addison.
Tip You can also use the combo box to jump to the form directly.
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ESP Authentication
The following graphic displays how Epicor SharePoint Publisher Authentication works.
Web user accesses SharePoint Dashboard web parts on SharePoint server in a De Militarized Zone (DMZ).
SharePoint Dashboard web parts access Epicor server, which is the Active Directory in local network. Epicor server
always checks credentials against Epicor database, no credentials check against Active Directory is performed. If
Epicor server is located in the local network and Epicor client (or SharePoint server with SharePoint Dashboard)
is out of it, then no any additional authentication has to be done except Epicor username/password.
There are two scenarios of accessing Epicor SharePoint dashboard solution:
1.
2.
Epicor SharePoint Publisher uses a web service license. Epicor recommends buying sufficient web services licenses
to avoid any performance penalties that occur when number of licenses is exceeded.
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1. On the Home Page, click the Add lists, libraries, and other apps tile.
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3. On the Adding New Library window, click the Advanced Options link.
4. In the Name field, enter My Web Parts as the name for your library.
5. In the Description field, enter Web Parts Library as the description for your library.
6. For the Create a version each time you edit a file in this document library? option, select No.
7. In the Document Template field, select Web Part page.
8. Click Create.
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The library becomes available for selection on the left side of the SharePoint page.
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3. In the Name field, enter XXX-Customer Dashboard (where XXX are your initials).
4. In the Choose a Layout Template box, accept the default option Header, Footer, 3 Columns.
If this option is not selected by default, select it.
5. Click the Create button.
The Web Part Page displays in Edit Mode.
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3. From the Web Parts list, select the Epicor Publisher Grid View check box and click Add.
Epicor Dashboard Grid View displays at the top of the page and it needs to be set up.
4. Click the No dashboard selected, please setup webpart information.
The Epicor DashBoard Grid View properties window displays at the right of the page.
Use this window to set up all necessary controls for the web part.
Note All Web Parts share a common set of properties that control their appearance, layout, and
advanced characteristics.
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Use paged render of grid - This option controls the paging functionality. When used, a value you enter
specifies how many records per page you want to store on the server. This value defines how many
records are saved together in one page (result set).
Tip In many situations, the paging feature improves performance. This functionality stores result
sets, or pages, in a temporary directory on the server. You define how many records are included
in each page. After the cached pages are stored in this directory, the data request process can
then move through each page instead of processing all of this information at once.
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8. In the Dashboards to display section, click the Switch Dropdown / Textbox button.
9. From the Dashboards to display list, select XXX-CustContUpdate (where XXX are your initials) dashboard
you created.
Important Notice the available dashboard views display below the selected dashboard. Here, you
have an option to select (load) one or more views to display within the web part you modify. In this
example, load all available views at once and then, arrange them on the SharePoint page using the
drag and drop functionality. This example shows how to deploy a SharePoint quickly, without having
to modify each web part individually.
Example
10. Verify all check boxes next to available views are selected.
11. Click Apply to remain in the Edit Mode.
Notice that all available views display within the Header section. You may need to scroll down to view the
entire SharePoint page. In the following task, use the drag and drop functionality to move the views into
the appropriate sections within the page.
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4. Use steps 2 - 3 to move the Customer Contacts grid to the Left Column section of the page.
5. Use steps 2 - 3 to move the Advanced Search grid to the Middle Column section of the page.
6. Use steps 2 - 3 to move the Chart View for zSalesOrderStatus grid to the Right Column section of the
page.
7. Once complete, the layout of the page is as follows:
Section
View Name
Header
Customer List
Left Column
Customer Contacts
Middle Column
Advanced Search
Right Column
Footer
zSalesOrderStatus: Summary
8. In the top - left corner, click Stop Editing to switch to a standard view.
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Example
2. In the Header box, click Web Part Menu and select Edit Web Part.
Example
3. Click the + sign next to the Paging settings group to expand it.
4. Select the Use paged render of grid check box.
Tip In many situations, the paging feature improves performance. This functionality stores result sets,
or pages, in a temporary directory on the server. You define how many records are included in each
page. After the cached pages are stored in this directory, the data request process can then move
through each page instead of processing all of this information at once.
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Important All relationships between views are properly placed and defined without any extra user
efforts. All these relationships have already been defined in the customer update dashboard created
in the win client.
15. In the Customer Contacts box, click Web Part Menu and view Connections > Get Baq DashBoard Data
From > Customer List.
This is the opposite part of the previous connection where the Customer Contact grid receives data from
the Customer List grid. The publish and subscribe functionality synchronizes data in the Customer Contacts
grid to only display contacts for the customer selected on the Customer List grid.
Tip You can check other views to see what BAQ data they send and receive.
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changes. Now you can press and hold the left mouse button to change the column's width. You can
use this feature in both grouped and plain grids.
Data
Last Name
First Name
Name
E-Mail Address
Contact Num
Customer
7. Click Save.
The grid switches back to the read mode.
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8. In the Customer Contact grid, select the record you created and view details in the Epicor DashBoard
Tracker View.
9. In the Customer List grid, in the Cust. ID column, right-click Addison and select Open With Customer
Entry.
10. In the Login window, enter your User ID and the Password, for example, manager/manager.
The Epicor Web Access form for Customer Entry displays.
11. Navigate to the Contacts > List sheet and view the record you created.
12. Exit Customer Entry web form.
13. Exit Microsoft SharePoint.
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Conclusion
Conclusion
Congratulations! You have completed the Advanced Dashboard course.
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