hey Mike! Can you elaborate on this bit please?
(One of the values you can miss during install is the ‘imagestorage’ directory)
If memory serves me right…
During the ECM setup/install process, as you go from screen to screen, the imagestore value is the directory for all the stored images - I added this b/c the upgrade presented the default location rather than MY location (customized in the initial install) - when it clearly should have read this value from the DB and been correct.
I can dig into again if you need me to. Let me know.
ah ok, will check.
since upgrading to latest version some documents are getting stuck with a message above them saying “image processing currently underway” but it stays there indefinitely.
First thoughts… IDC or ECM?
Did it restart the IDC services properly?
Did it restart the ECM client locally on the server for processing of the images?
So I took my first swing at installing IDC 9.x today and ran into the imagepath issue @MikeGross mentioned and I was able to find that in a config file. The upgrade instructions from EpicWeb cover the web and automated clients, but not the server. It tells you to save certain config files before you start the uninstall/reinstall. SAVE THEM ALL Without the old server config file I would have been clueless as to where the image path was.
Second issue was that I had cloned my working server, so RabbitMQ which IDC depends on was not found since the machine name had changed. There are two routes to fix this.
- Follow this guide on how to reinstall the service to use the new machine name. RabbitMQ: Change the Hostname – .Net Diaries
- Rip out RabbitMQ and Erlang and reinstall them from scratch. I had done this already before I found 1.
But now several drinks later I have the latest version of them running along with IDC 9.
2 Likes
Is there any documentation on IDC and DFDs etc? We initially had Epicor setup and they sourced to a 3rd party. It had been working nicely for the most part until upgrade.
Like @JerseyEric mentioned it is like IDC got dumb after the upgrade. It stopped working and started getting erratic all of the sudden.
I would like to educate myself because support does not seem to think it ever worked before and that it is just setup wrong.
Login – ancora Software Inc - you may need to request a login as it’s NOT your Epicor login.
There is documentation there for IDC (it’s an Ancora Software product OEM’d by Epicor, so Epicor has no Docs really)
1 Like
The cynical response is: For Epicor IDC users, there’s very little documentation and no substantive training. I would say (with lots of sarcasm) that it’s a conspiracy to keep the knowledge with the professional services partners . . . but my own professional services partner consultants have confided that they are shocked by the lack of IDC documentation – real documentation on how to use IDC, thoroughly configure DFDs, what the E-mail Client app can and cannot do, etc.
Now, Epicor, and certainly Ancora, would counter that there is IDC documentation and training videos on the Ancora website. And I have obtained access as an Epicor IDC user, to that Ancora website. But the IDC documentation is VERY POOR and does not address enough real-world scenarios.
And there are no interactive IDC training classes, videos of any substance (IMO), documents, white papers, etc. I see a link for an IDC Admin guide, but the link just brings me to a login page when I’m already logged in!
If someone could prove me wrong, I’ll gladly edit or remove this post.
1 Like
As @MikeGross points out the ancora site has some documentation that is mostly on V7. I literally watched everything I could find a few weeks ago and bumped into some interesting things. I think most of the links work without a login, but I requested one and was granted access.
I have 7 in production and installed 9 for SOA that is coming up next month, so I guess I will know if this issue is coming to us soon.
Epicor Learning IDC and DFD
https://erpcustomer.epicor.com/lms/catalog/viewCourse?courseUid=4775
KB
https://ancorasoftware.com/ancoradocs-enterprise-documentation-2/
Admin guide
https://ancorasoftware.com/ancoradocs-enterprise-documentation-2/admin-guide/
link that leads to videos.
https://ancorasoftware.com/ancoradocs-enterprise-documentation-2/admin-guide/creating-a-document-form-definition/
Watch the 1 minute ancora Academy 201 Importing a DFD video. At the end more videos are shown. First is 9.1 new features. The second, third and forth are IDC.
1 Like
@MikeGross I am going to add on here as I upgraded my dev and production IDC and ECM servers this weekend.
I upgraded IDC from 9.11 to 9.22 and it is a much improved process. It is now an upgrade install rather than a uninstall / reinstall. If you are on 7 you have to get to 9.1 first. I did have to still have my config notes that I believe could be read from the config files, but definite progress. There is a 9.2 on prem upgrade guide that is pretty solid in the EpicWeb downloads.
There is now a requirement to change your password on first login including the admin password. It is a little quirky in that if you type a simple password and click save it just does nothing, not even an error, but if you enter a password that has more than 8 characters an upper and a special it works. 
I also did ECM up to 22.1.75 as an upgrade and it was a very clean. Did the install and then opened the configuration screen to verify and process the upgrade. The client upgrade was also smooth.
1 Like
Agreed, same experience overall. I thought it was just fine/solid upgrade path. I was also kind of amazed that IDC didn’t already ‘know’ everything it needed to know from the previous installation.
1 Like
Does anyone know how to connect to an on-prem SQL server from cloud based IDC for validation lists? I would think it needs a proxy or something? Does anyone have this setup?
Who’s hosting?
If it’s Azure, there is a Data Gateway service you can set up to create DB connections between prem/cloud that does not require any sort of access via the internet/firewall.
Pretty sure AWS has the same sort of thing.
1 Like
@gpayne or anyone else - have you tried to get to 9.3 yet?
I’ve tried 4 times now on a VM (keep reverting my snapshot) and I get the same result. I’ve double checked the Certificates, addresses, services, log-on accounts, etc. I’m a bit stumped…
I’m cloud and mine works! 
(ok ok, not helpful)
Well, I am getting old. I apparently did it on 9/11 and forgot. Even posted about it. When I went to make a snapshot. I had one called before 9.3 install that I had not cleaned up.
Anyway I reverted and did them again just now with no issues.
Are there any logs ?
Thank you, but alas no, the error is generated by IIS. Something goofed up in the Config file I’m sure. I’ve tried a dozen things I found on the net and now I’m uninstalling/reinstalling…
Got it working - I don’t know but sometime along the way I goofed up my Dev IDC install directory. I think it was back when I was trying to get SSO to work.
3 Likes