Configuring and Updating eConnect

Installing eConnect for the First Time

Using eConnect.msi or the Full CD Installer, to the following to install eConnect:

Double click the eConnect.msi to run the initial installation on each PC.
Select the PC that will be your eConnect Manager (Master) Console.
Open the eConnect Console from the Epicor symbol on the task bar.
From This Station tab, click Configure. From the Configure window, click the Network tab.

Verify that the correct IP address for your Eagle server is listed, and that the connection status is green and says “Connected.”
For Compass Updates, fill in the Compass Server information, typically it is the Eagle Server IP address.

Note: This is required for any clients that do not currently have Compass installed.

From the Advanced tab, click Make This Station the Manager Station.

From the License tab, enter your customer number and contact information, and then click Connect Now.

Within a few minutes, the Status indicator should become green to indicate valid license and Eagle connectivity.

Updating eConnect

Copy the MSI file to the C:\Temp\ directory on your eConnect Manager Console.
Go to Updates/eConnect and do the following:

Click Load New Update, then click Accept at the License Agreement. The update takes several minutes to load and display in the list.

Click the ALL button on the right or select the desired stations to update.
Click Install Update, select your desired Schedule, and then click OK.

Within 20-30 minutes of the scheduled run time, the Stations list should indicate that all stations have updated.

The eConnect Tabs

This section describes in detail the various tabs in eConnect.

The Manager tab

The Manager tab self-populates with useful information about each of your eConnect stations. If desired, you can export information from the Manager tab to Excel. Most information is self-explanatory, but the red time stamp means that a station has not checked in since that time stamp. A station name in bold blue text designates the current Manager Console.

This Station Tab – eConnect Tasks

This tab logs everything done by this eConnect station. On the eConnect Manager Console, you can see what was broadcast to be done for the other stations. This can be handy in confirming the scheduling of specific tasks.

eScheduler – The Scheduled Tasks tab

eScheduler does not require a user to be logged onto the Windows machine, and currently supports the Offline refresh (download) for Offline POS data files only. If POS stations are not left powered on at night, Epicor suggests using the Offline Master / Client model using at least one Master per location which is left on at night to process the files for the local Clients. See the Eagle for Windows online help topic entitled “Standards for Master/Client Setup” to configure this model, which also lowers the nightly bandwidth requirements of each remote location.

To Add, Change, or Delete eSchedules:

From This Station, on the Scheduled Tasks tab, select the desired action (add, change, or delete).

Select your Offline Refresh choice and click OK to display the schedule screen.

Once you have made your scheduling choice and clicked OK, within a few minutes your schedule displays in the Scheduled Tasks.