Set up Compatibility Settings for Eagle N Series

This job aid will guide you through setting up Compatibility Settings so that you can begin using Eagle N Series.

1.  Install release 24 and have Eagle N Series activated

1. Install Eagle Release 24/server level 36. The installation instructions are available at http://www.activant.com/eagle-customer-support/education/release24docs.html
2. Your Epicor Account Manager or Licensing must activate option 8888 “Eagle N Series on System” for you.

2.  Set up security

1. Set the following security bits to “YES” for store managers, as well as employees that need access to Chat, Community, Analytics, and Custom Fields.

2. Restart the Eagle client.

3.  Set up compatibility settings

As described in the following steps, use the Compatibility Settings window to configure your Eagle to run in the new user interface.

1. From Eagle Browser, click File, and select Compatibility Settings.  (Note: Once you begin using Eagle N Series, you launch Compatibility Settings by clicking File-->Configure-->Compatibility Settings.)
2.  Move the desired applications to indicate that you want to launch Eagle N Series for this terminal. Be sure to repeat this process for all terminals in the store.

• To move all applications to Eagle N Series at once for this terminal, click .
• To move selected applications to Eagle N Series, do the following:
•   Select the desired Terminal in the Terminal field.
• Click the desired application so that it is highlighted.
• Click to move the application to the Eagle N Series box.
• Repeat this process as needed.
• To move an application back to Eagle for Windows, click the desired application so that it is highlighted, then click the green right-arrow button to move it back.

3. Click Change on the toolbar to save your changes.

4.  Enable Compass features

If you use Compass, you can enable Compass features in Inventory Maintenance, Customer Maintenance, and Vendor Maintenance. The Compass features include Compass tabs, tab maintenance, New Record, and Market Basket (Market Basket is in Inventory Maintenance only).

1. If you haven’t yet installed the latest version of Compass during the software conversion to Release 24, you must do so now. Go to http://www.activant.com/eagle-customer-support/compass/ to download. You should also download the Compass Installation Guide located at the following web address: http://www.activant.com/eagle-customer-support/education/release24docs.html. Once you have downloaded the software and the installation guide, install the Compass software.
2. To enable Compass features, from Eagle Browser, click File à Compatibility Settings.
3. Click Compass Features.

4. Set all three fields to C, and click OK.

5.  Set up other Compatibility Options

If needed, you can use the other Compatibility Options to set applications to retain Eagle for Windows behavior, such as displaying shortcut keys on Misc and Go To Menus, displaying numbers on tabs in applications, and displaying toolbars with F-keys instead of the Eagle N Series “ribbon.” You can also select an alternate color theme by terminal for Eagle applications.

6.  Complete the installation

1. Restart the Eagle client from Start-->All Programs-->Eagle -->Eagle Browser to get to the new Eagle N Series.
2. Go to Options Configuration, click “change lookup” and select “N Series” in the Subsystem box. This shows how your options are set for displaying “F keys” or not, and shows your system defaults as to whether your system launches Eagle N Series or Eagle for Windows in various applications.

3. Delete all desktop, taskbar, and start menu shortcuts and re-add them from the All Programs menu to get to Eagle N Series.
4. Start Inventory Maintenance or Customer Maintenance and enter an item or customer. Verify that the User Defined Fields tab and the Analytics tab display. If the Analytics tab does not display, you must install the most current version of Compass.  For more information, see section 4, step 1, above.