10.23 ERP Connections

Log into the web administration tool as described here 10.00 Signing into Web Administration

Click “Connections” in the menu on the left.

Expand Connections and click "ERP Connections".

Connections bring together ERP Data Sources that have already been defined with catalogs that describe the ERP database schema's - and give them a name.

Once a connection is defined, it is something that can be seen and used within the FastClose Designer UI.

To create a new connection, click "Create New ERP Connection".

This screen has three fields:

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Click "Create" to save your changes.

After restarting FastClose Designer, it is possible to see this connection in the "Connections" filter, eg:

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On occasion for example during Epicor upgrades, you might want to create connections for test purposes that allow a restricted group of users to view a new environment and compare it with the existing live one. More on creating and controlling such test connections here.