On this topic. The keynote demonstration at insights last year showing a custom warehouse map with inventory lighted up on shelves was EDD advanced against one of the existing EPM inventory cubes. So that capability is not available yet to you, but upcoming. Not demoware I promise! We did also demonstrate using BAQ elsewhere at the conference. From an end user perspective btw the experience is essentially the same between baq and cubes it’s just that cubes can scale much larger and the data available is more organized into business friendly groups, etc.
We do include some standard views with EDD for use on the homepage and some of those are contained in the new Active Homepage Layout Templates. There are 51 premade views that you can start from as a sample which are all based on BAQ so they are available with the included-with-erp Basic edition.
Last answer for now wrt how you get edd installed:
Active homepage will be deployed automatically, but getting access to the edd views requires installing edd first as it’s a standalone web application and the integration in homepage is just us embedding it (much like adding a social tile to homepage, you have to first install social). And there’s additional licensing to add the basic license and grant rights to users to create custom views, etc.
EDD is an extension installer which you can install via the administration console. There’s a new “Data Discovery” tab in there alongside the existing ones for social, etc.
The standard views will be automatically deployed as part of that installation. Instructions for doing this install are in the Epicor10_NewInstallGuide_102100.pdf New installation Guide under 7.8 Install Epicor Data Discovery. Looking now I see that we did not include a pointer from the Release Upgrade Guide to actually show you how to do a first time EDD installation so maybe that’s why you are having difficulty finding the instructions? I will follow up internally and see if we can adjust that so others don’t get lost in the future.
Note that once you have edd installed to get the EDD Basic functionality there is a license that needs to be installed if you want to create new views based on your own BAQ (not the one’s we provide out of the box) and then assign users to them to grant create rights. You can do this within the EDD UI after it’s installed in the administration section.
Note: You can get an EDD Basic license via your account manager. As I said previously it’s a no-charge item for all of you existing customers for 10.2.100, but because we decided to change what was included rather late there’s still this extra license to get and install. Apologies for that added complexity.
Brian - thanks for all the information! I was preparing a similar email to you (as we just got our 10.2 Dev server set up) and I’m glad to see you’re on top of it.
Hey one other thing i forgot to say earlier. The subject suggests you are also looking to deploy Epicor Data Analytics and we only discussed EDD.
Just in case it’s not clear Epicor Data Analytics is a standalone cloud based data warehouse which is an entirely different BI product from Data Discovery. That one has it’s own install guide and is an additional product not included with ERP base product. If you all have questions about that product feel free to drop them here as well. The installation guide for Epicor Data Analytics is a separate document that you can find on epicweb (but if you can’t let me know and I’ll go hunt it up for you).
Thanks Brian, that cleared up all of our current questions. Our immediate inquiry is with regards to EDD. We will be looking into EDA a bit further down the road as we are an EPM license holder but are finding the product too complex for our purposes.
We’re doing our EDA implementation right now (two guys from Epicor are on site with us today/tomorrow), so If you have any questions I can either answer them myself or ask them.
So far I really like it for it’s simplicity. We also tried EPM and never really got it working properly b/c of it’s complexity. EDA is much easier, but at the same time it’s not the same as a regular BI/dashboard tool. It’s whole engine looks at the data and presents it differently - so there is a little learning curve to get your head around.
Just guessing that doing this would probably violate the Epicor license agreement most people have in place. Do you have a test server you could install 10.2 & EDD on to get this? The install / configuration is very simple.
I could totally see that if you paid for EDD, but since it’s free with 10.2 I don’t see any value in keeping all of the knowledge secret. I’m specifically wondering if their Sales Gross Margin calculation matches the Sales Gross Margin report.
@bconner - Is there a trick to get the pre-made active homepage EDD themes (i.e. Supply Chain) to show data? Do we need to build each tile? If we build our own, the tiles show info, but the pre-made theme tiles are blank. This is in our 10.2.200.3 test environment populated with week-old data from LIVE (This environment was upgraded from 10.2.100.x, if that makes any difference). Thanks!
Two EDD questions this morning. We are testing 10.2.200.4 after updating from 10.1.600.8
With use of multiple app servers - should EDD be installed on one or all of the app servers?
We have noticed twice now when we update from 10.1.600.8 that on the upgraded app server we are not able to get EDD to work. However on any new app servers we build in 10.200.4 we don’t have any issues getting EDD to work. Has anyone else ran into this issue?
Does anyone know if I can make a dashboard view (like active homepage) using the URL outside of the rich client? I see that I can make individual views, but I was hoping to make a dashboard with live tiles to look at outside of the Epicor rich client, as I have a hard time getting them to log into Epicor.
Hi @kfierce did you get an answer on the multiple app server question? I tried installing on one then referencing the EDD install on the second app server EDD tab but you don’t see the views that have been set up on the first EDD install.
@Graeme_Fraser - I don’t have an answer yet if it can go on multiple app servers or not. We haven’t pursued the multiple server question further due to time constraints. I am interested in knowing as we have multiple app servers our users connect to and I would like for them to have access to EDD regardless of what app server they connect to.
