Loading the Catalog Data CD

Use the following procedure to install a catalog CD onto your Epicor Eagle™ system.

If your server is a Hosted Server, then you do not need to load the Eagle Catalog from the CD; the Hosting Team will take care of this automatically.

The instructions below include both how to install the catalog now, and how to “Schedule” the installation to run during nightly maintenance. To use the “Schedule” method, your Eagle must either be on server level 36.1351 or higher, or patch 6945 must have been installed on one of the following levels:

• 34.1560 through 34.1560.488 (Eagle Client software Release 22)
• 34.2535 through 34.2535.465 (Eagle Client software Release 22.1)
• 36.1056.031 through 36.1056.078 (Eagle Client software Release 24)

Loading the catalog takes from 5 to 30 minutes. If you are installing the catalog now (rather than Scheduling it to install during maintenance), the system remains in the quiet mode during installation. The EFM transmission that follows does not require a quiet system; however, the EFM updates can take many hours to process.

• You MUST use the console terminal for this procedure. If you use a different terminal, the procedure will not work. The console is the terminal attached to the unit in which you insert your backup cd or tape.

• If you are installing the catalog now, you should install the catalog CD in the evening after backup and shutdown have completed, and the daily reports have finished processing.

Installing the Catalog Using the “Schedule” Method

1. At the console terminal, type M and press Enter.

2. At the Function prompt, type LOADCAT and press Enter. The following screen displays.

If you do not see the screen shown above, you must skip to the section entitled “Installing the Catalog Now” (below).

3. At Select Action, type S for “Schedule.”
4. At Action, type E (Execute), and press Enter.
5.  After a few minutes, the Load Catalog Information from CD ROM screen displays. Enter a C to install the catalog from a CD, and then press Enter.
6. When the message “Insert CD ROM and press Run to load a catalog” displays, insert the catalog CD into the CD drive of the Eagle Server (typically located in the back office).
7. Press Run (F3).
8. Press Enter to copy the catalog.
9. When the message, “Catalog copy complete” displays, press Enter. The screen returns to the Function menu. Remove the CD from the CD drive. The catalog will be installed during nightly maintenance, followed by EFM to update the catalog, if needed.
10. If you received an images CD, then after the new catalog has been installed, follow the instructions for loading the images CD. Be aware that images are installed on your PCs (or the Network Master PC if you have a Network Master/Client setup). Images are not installed on the Eagle Server.

Installing the Catalog Now

1. At the console terminal, type M and press Enter.
2. At the Function prompt, type LOADCAT and press Enter.
3. If the following screen displays, type N for “Now,” then at Action, type E and press Enter. If this screen does not display, skip to the next step.

Loading the catalog CD requires a quiet system (no other terminals active, no reports processing). The system remains in the quiet mode for up to 20 minutes. To proceed with quieting the system and loading the CD, go to step 5. If you do not want to load the CD at this time, press End to abort this procedure and exit the screen.

4. At Quiet Mode, type YES (upper case), and press Enter.

5. After a few minutes, the Load Catalog Information from CD ROM screen displays. Enter a C to install the catalog from a CD, and then press Enter.
6. When the message “Insert CD ROM and press Run to load a catalog” displays, insert the catalog CD into the CD drive of the Eagle Server (typically located in the back office).
7. Press Run (F3).
8. When prompted, press Enter to copy the catalog from the CD. This process could take anywhere from one minute to 20 minutes.
9. When the installation is complete, the message “Catalog Load Complete” displays. Press Enter to exit the screen.
10. If this is the first time you are loading the catalog data, the Help Menu window displays. Highlight Screen Help and press Enter. Read the information and then press End.

If the Help Menu window does not display, continue with the next step.

11. Press Enter when you see the message “Type ‘Quiet’ if you do NOT want the system back in normal mode now.” This returns the system to normal mode. When the system returns to the Function prompt, remove the CD from the Eagle server.
12. If you received an images CD, follow the instructions for loading it. Be aware that images are installed on your PCs (or the Network Master PC if you have a Network Master/Client setup). Images are not installed on the Eagle Server.
13. Run Electronic File Maintenance (EFM) to update the catalog (note that most catalogs start the EFM transmission automatically). The EFM updates do not require a quiet system; however, the EFM data can take many hours to process.