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Epicor Mobile Warehouse

Installation and Configuration Guide


This document is for informational purposes only and is subject to change without notice.
This document and its contents, including the viewpoints, dates and functional content
expressed herein are believed to be accurate as of its date of publication. However,
Epicor Software Corporation makes no guarantee, representations or warranties with
regard to the enclosed information and specifically disclaims any applicable implied
warranties, such as fitness for a particular purpose, merchantability, satisfactory quality
or reasonable skill and care. As each user of Epicor software is likely to be unique in their
requirements in the use of such software and their business processes, users of this
document are always advised to discuss the content of this document with their Epicor
account manager. All information contained herein is subject to change without notice
and changes to this document since printing and other important information about the
software product are made or published in release notes, and you are urged to obtain
the current release notes for the software product. We welcome user comments and
reserve the right to revise this publication and/or make improvements or changes to the
products or programs described in this publication at any time, without notice. The usage
of any Epicor software shall be pursuant to an Epicor end user license agreement and the
performance of any consulting services by Epicor personnel shall be pursuant to Epicor's
standard services terms and conditions. Usage of the solution(s) described in this
document with other Epicor software or third party products may require the purchase
of licenses for such other products. Where any software is expressed to be compliant
with local laws or requirements in this document, such compliance is not a warranty and
is based solely on Epicor's current understanding of such laws and requirements. All laws
and requirements are subject to varying interpretations as well as to change and
accordingly Epicor cannot guarantee that the software will be compliant and up to date
with such changes. All statements of platform and product compatibility in this
document shall be considered individually in relation to the products referred to in the
relevant statement, i.e., where any Epicor software is stated to be compatible with one
product and also stated to be compatible with another product, it should not be
interpreted that such Epicor software is compatible with both of the products running at
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compatibility may require the application of Epicor or third-party updates, patches
and/or service packs and Epicor has no responsibility for compatibility issues which may
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Copyright © Epicor Software Corporation 2019. All rights reserved. Not for distribution
or republication. Information in this document is subject to Epicor license agreement(s).
Table of Contents
Epicor Configuration ..................................................................................................... 4
Rest Deployment – On Premises .....................................................................................4
ERP 10.1.600 ....................................................................................................................4
ERP 10.2.100 ....................................................................................................................4
ERP 10.2.200 ....................................................................................................................4
ERP 10.2.300 or greater ...................................................................................................4
Finding REST URL..............................................................................................................5
Server-side Configuration ................................................................................................5
Token Service ...................................................................................................................6
Web Configuration – Open as Administrator ..................................................................6
Web Configuration – Modifications .................................................................................7
Detailed Error Messaging.................................................................................................8
BPM Messages .................................................................................................................8
Recycle Application Pool ..................................................................................................9
Rest Deployment - Hosted ............................................................................................ 11
Epicor Setup .................................................................................................................. 11
User Account Setup .......................................................................................................... 11
General Notes ............................................................................................................... 11
User Account Creation ................................................................................................ 12
Creating New User ........................................................................................................ 12
Modifying an Existing User ........................................................................................... 14
Creating an Employee ................................................................................................... 15
Creating a New Employee ................................................................................................ 15
Editing an Existing Employee ............................................................................................ 17
Assigning the User to a Company ................................................................................. 20
Enable User Account ..................................................................................................... 24
EMW Installation......................................................................................................... 28
Device Management ..................................................................................................... 28
Enabling Automatic Updates ............................................................................................ 28
Disabling Automatic Updates ........................................................................................... 29
Google Play ................................................................................................................... 30
Downloads Platform ..................................................................................................... 31
Epicor Login ................................................................................................................... 40
Applying License Key ..................................................................................................... 41
Deregistering Device License ........................................................................................ 43
Zebra Device Configuration ........................................................................................ 45
Open DataWedge App .................................................................................................. 45
Create a New Profile ..................................................................................................... 46
Enter a Profile Name ..................................................................................................... 47
Edit the New Profile ...................................................................................................... 48
Enable Profile and Open Associated Apps .................................................................... 49
Add New Activity........................................................................................................... 50
Select the EMW Application ......................................................................................... 51
Select the MainActivity ................................................................................................. 51
Disable Keystroke Output ............................................................................................. 52
Enable Intent and Add Intent........................................................................................ 53
Enter Intent Action Name ............................................................................................. 54
Verify the Following ...................................................................................................... 54
Setup Complete ............................................................................................................ 55
Epicor Configuration
Rest Deployment – On Premises
This module outline setup requirements for on premises hosted Epicor Applications.

ERP 10.1.600
Verify the REST API is enabled.

1. Open Epicor Admin console and connect to the application pool you are configuring.

2. Open the Application Server Configuration.


3. Go to Application Server > Application Server Settings > Server Information.
4. Ensure you have Enabled Restful Services.

If REST Services are disabled, enable it and redeploy the application pool.

ERP 10.2.100
Restful API should be enabled by default.

ERP 10.2.200
Restful API should be enabled by default.

ERP 10.2.300 or greater


Restful API should be enabled by default.

Web Config should be set up by default.

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Finding REST URL
The application uses a REST API to communicate to the Epicor Application Pool, which in turn
communicates with your ERP DB.

The REST API path uses the following format:

https://[MyAppServerHost]/[MyAppServerInstance]

- This URL will be entered at login.


- This can also be found in your IIS services.

You can browse to check it is all working by opening a browser to the API help page. By appending
/api/help onto your URL.

Example: https://[MyAppServerHost]/[MyAppServerInstance]/api/help

When prompted, use your Epicor credentials to access Epicor API Help.

Server-side Configuration
This module outlines the specific steps to configure your Epicor Application server to be compatible
with EMW.

Endpoint Binding

The EMW app will only operate on an application pool with the Net.Tcp Endpoint Binding: Username
Windows Channel. If the application server is not running on this setting it is the requirement that
the application is duplicated with the Username Windows Channel as the Net.Tcp Endpoint Binding.

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Token Service
Ensure that you have enabled the token service for Epicor through the administrator console. This
allows applications to obtain a token and verify the application as a trusted source to the backend.

To enable the token service, open the Epicor Administration Console and open Server Management
> [Server Name] > [Epicor Instance].

Web Configuration – Open as Administrator


The web configuration file must now be modified to enable:

► CORS origin access


► Detailed error messaging
► BPM messaging

1. To achieve this, first open notepad as administrator. In the search field, type notepad.
2. When you see notepad, right-click and select Run as administrator. If you are prompted to
with the User Account Control popup, select Yes.

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3. In notepad, go to File > Open.
4. Navigate IIS sites folders, this should under a name like C:\inetpub\wwwroot\*App pool
name*\Server. View all files, and open the web.config file.

Web Configuration – Modifications


Please note, there are no lines of code deleted in this step, only new lines inserted.

CORS Origins

► Epicor Version 10.2.300 or greater

The standard product ships with the ‘CorsOrigins’ modification added. Just verify the
web.config has the CorsOrigins key added to the app settings.

► Version 10.2.200 or less

You need to add permission from requests outside of the domain name of the Epicor
application pool to be accepted by the security. Without this modification, the handheld will be
denied access to communicate with the application pool.

1. From the Edit menu, select Find and search for </appSettings>.

2. This will find the end tag for app settings. Above this line insert this piece of code.
<add key="CorsOrigins" value="*" />

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Detailed Error Messaging
To allow the application to see detailed error messages when requests are invalid. You must add
the following changes to the web configuration. Without these modifications, any failed calls will
only display ‘Please see administrator’ and will not give the user an accurate error message.

Search for <system.webServer>, directly above this line insert the following 3 lines of code.

<system.web>
<customErrors mode="Off" />
</system.web>

You will also need to add

<httpErrors errorMode="Detailed" />

Inside of the <system.webServer> tag just below.

BPM Messages

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Epicor passes BPM information messages through the ‘Context Header’ on a web. For EMW to
access the Context Header we need to apply a change to the web protocol of the request so that
the application receives the ‘Context Header’.

If you do not use BPM messages or you do not want messages to be shown on the handheld this
step can be ignored.

Add http protocol and http errors

Search for <system.webServer> as used in previous step, below this line insert this code.

<httpProtocol>
<customHeaders>
<add name="Access-Control-Allow-Headers" value="ContextHeader" />
<add name="Access-Control-Expose-Headers" value="ContextHeader" />
<add name="Access-Control-Allow-Methods" value="GET, POST, PUT, DELETE, OPTIONS" />
</customHeaders>
</httpProtocol>

You will also have the <httpErrors errorMode=”Detailed” /> from the previous step below the
new code.

Recycle Application Pool


The modifications are complete, save the web config file, open Epicor Administrator Console and
restart the application pool of the application we just modified.

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10 Installation Guide
Rest Deployment - Hosted
This module outlines the steps for remotely hosted Epicor Applications (cloud etc).

Consult Provider

1. Consult your Epicor host for the following pieces of information.


2. Web URL for REST API.
3. Is my Token Authentication enabled?

These can then be used to connect to your Epicor Instance.

Epicor Setup
This module will outline the steps required inside your Epicor Application.

User Account Setup

Please consult the EMW User Creation Documentation for up to date steps on how to create and
configure a user account for the EMW application.

General Notes
1. EMW will pull your Epicor license into the application and use the selected company license.

▪ It will first attempt to consume the ‘Data Collection’ licenses if the module is enabled and
licensed.
▪ If ‘Data Collection’ cannot be found or is unlicensed or disabled it will then consume the
‘Default User’ license.
▪ If neither can be resolved it will not specify a license type and allow Epicor to determine
the license type.

2. EMW does not maintain a concurrent active session if you consume all active user sessions
the handheld will be inoperable as the REST API needs a minimum of 1 free active user to
function.

▪ When there are no free active sessions, all calls to the REST API will error on every call
displaying the ‘Out of licenses’ errors.

Versions prior to 1.5.0 required an Updateable BAQ and a BPM to use the material queue. This has
been patched in subsequent releases.

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User Account Creation
Creating New User
If you wish to create an entirely new user, please view the following module. If you have a user
account, please begin here.

1. From the Epicor menu, select User Account Maintenance.


2. Create a new user.

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3. Enter the new or existing user information.

Note that handheld users must not require single sign-on. This will prevent the application
from obtaining a token from the REST service as the account will not have a visible password.

4. Leave this page open and continue onto this step.

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Modifying an Existing User
If you have an existing non-single sign-on account that you wish to configure, open the user in
User Account Security Maintenance.

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Creating an Employee
Note: As of the 1.4.0 release Mobile Handheld does not enforce the 1 to 1 of the employee to user
account. 1 user login can access any valid employee without linking to the user.

Creating a New Employee

1. Open Employee Maintenance.


2. Create a new employee.

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3. Assign the following roles to the employee. (Material Handler, Shipping/Receiving, Production
Worker).

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4. You will need to assign an expense code on the production info. You can then save the
employee and close.

Editing an Existing Employee

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1. Open Employee and enter the employee you wish to configure.

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2. Assign the following roles to the employee. (Material Handler, Shipping/Receiving, Production
Worker)

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Assigning the User to a Company
In User Account Maintenance you have the user account you are configuring open.

1. Switch to the Company > Detail tab.


2. Click the New button and click New Company.

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3. Pick a company you wish the user to have access to.

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4. Assign any / all sites you wish the user account to have access to.

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5. You are then able to save the user. Note that they may need to login to create a password for
a new account.

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Enable User Account
If the user account has already been created and is enabled, you have completed the setup. Once
you have completed the setup please view the next step.

1. On the User Account Maintenance > Detail tab, click the enable account. Note again Require
Single Sign-On check box is clear.

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This demonstration will just set the password to blank initially.

The account just creates is then logged into. This prompts the user to create a password.

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2. In the Password Expires window, click Yes to change user’s password.

3. Create the password and click OK.


4. Assign the password to the account.

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The user account will no longer be asking to enable the account.

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EMW Installation
Device Management
Managing your devices and the apps installed on them is your responsibility. We recommend
implementing an EMM (Enterprise Mobility Management) solution, particularly as your number of
devices increase. Benefits of an EMM:

► Allows a central administrator to manage all company devices and push out software to all
devices
► Lock down devices
► Manage software versions
► Replace the need to physically handle each device and do updates or changes

If you chose to manage the devices individually, you should decide if you wish the device to
automatically update or require manual trigger updates.

Enabling Automatic Updates

This is the default behavior of an Android device. This will be visible by navigating to the
application in the play store and clicking the options button at the top right of the screen (3 dots
icon). Checking this means that the application will automatically update when:

► the application is closed


► there is a Wi-Fi signal
► an update is available

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Disabling Automatic Updates

This must be opted into on the android device. This will be visible by navigating to the application
in the play store and clicking the options button at the top right of the screen (3 dots icon).
Unchecking this means that the application will require manually triggered updates on each
device.

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Google Play
For this method, you must have a google play profile. How this is managed is entirely up to you.

1. Search Epicor Mobile Warehouse in the Google Play store.


2. Select the Epicor Mobile Warehouse application in the result list.
3. Click the INSTALL button.
4. Once the application is finished downloading and you can see the OPEN button, the
application is now installed.
5. Click the OPEN button.

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Downloads Platform
If you manage your device’s installed applications outside of the google play store and wish to
manage the installation of Epicor Mobile Warehouse manually via an APK download, you can
obtain the applications APK file from https://downloads.biscit.com.

Please note this functionality is only available upon request so please email
productsupport@biscit.com requesting access to this tool. You will be supplied with a username
and password which can be used in the next step.

1. Open Google Chrome and navigate to downloads.biscit.com.


2. Enter your provided credentials and click login.

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3. Click the emw directory.
All versions of the application that have been released will be displayed as folders you can
click on.
4. Click on the folder for the release you are specifically wanting to download.
Please note the latest stable release for download will always be the highest number in the
list. Our release name structure is Major.Minor.Build.

5. Within the release folder, you will see multiple files:

► X.X.X.pdf is the release change log


► mhh-X.X.X.apk is the application file
► mhh.X.X.X.zip contains both the user guide and setup files.

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6. To install the application, click on the mhh.X.X.X.apk file.
Note: Version 1.8.0 and onwards will be named emw-X.X.X.apk rather than mhh-X.X.X.apk.
7. If prompted with the Chrome needs storage access to download file message, click
CONTINUE.

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8. When prompted with the Allow Chrome to access photos, media and files on your device?
message, click ALLOW. This will give chrome access to download the file.

You can skip this step if Chrome has the necessary permissions already.

9. When the file has finished downloading to your device, you will receive the This type of file
can harm your device. Do you want to keep mhh-X.X.X.apk anyway? warning, click OK.

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10. There will be a prompt displayed at the bottom of your screen confirming if you would like to
open. Click Open.
11. If you miss this prompt for any reason, you can access the file by clicking the 3 dots in the top
right corner and click Downloads.

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12. You may receive the prompt “For security, your phone is set to block the installation of apps
obtained from unknown sources.”. Please be aware this is the default behavior of all Android
devices. You can manually override this by following the next 3 steps:

a. Click SETTINGS.
b. Scroll down and find Device Administration > Unknown sources.
c. Click this to enable this feature.

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13. You will receive a warning about the risks of enabling this feature. You cannot install the EMW
application without this setting enabled. Please note you need to understand these risks and
manage them appropriately internally. Once enabled the switch will be on.

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14. Return to the chrome browser and re-click open.

Alternatively, you can click on the 3 dots in the top right corner and click Downloads to see the
mhh-X.X.X.apk file.

15. Click on the file to open.

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16. When prompted to install the application, click INSTALL.
If the installation is successful, you will receive confirmation of the success.
17. You have now successfully installed the application, you can click the OPEN button to see the
application now or click DONE if you wish to open the application later.

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Epicor Login
Please refer to the Epicor Setup documentation for configuration guides to enable you to log into
the application from your device.

1. Enter a valid Epicor Username, Epicor Password and the URL to your Epicor Application Server.
2. Click LOGIN.

The application will send a request to the Epicor URL and attempt to obtain a token.

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Applying License Key
1. Review the Terms of Service agreement by clicking on the “Terms of Service” link in the bottom
section of the screen.
2. Once you have reviewed and accept unconditionally, click the Accept? checkbox which will
enable the right arrow in the bottom right of the screen. Click this arrow to proceed.
3. You will be asked if you would like to enable the demonstration mode. This is a feature that
allows the application to be used without a license, however, it will be limited to the use of
Epicor demo companies EPIC03 and EPIC06. As a customer, do not tick the check box and click
the bottom right arrow to proceed.
4. The EMW application requires permissions to access the device information. Don’t be alarmed,
we require access to the Phone to collect the device information required for licensing (e.g.
IMEI or serial). We at no point will make calls or access your contacts.
5. Click the ALLOW button when prompted, if you DENY access you will not be able to use the
application.

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6. Our licensing servers will now be queried with device information, if this device has previously
been registered you will not be required to enter a license code. Please be patient as this may
take some time.
7. If the device has not been registered, you will be prompted to enter a code. You should have
already received your License Key. If you do not have a copy of this or require additional
licenses, please email to product support.
8. In the License Key field at the bottom of the screen, enter your license key, and click on the
right arrow at the bottom right of the screen.
By entering the License Key on this device it will be registered as an active device against your
license, once all your active devices have been consumed on your license you will no longer
be able to register a new device. It is advised to keep an internal log of which devices have
been registered.
9. Please note, you can deregister a device at a later date to free up the license count, the steps
are outlined in Deregistering Device License.

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Deregistering Device License
1. To deregister a device and free up a device license for your license key, log into the
application.
2. On the home screen open the right-side menu and click Licensing.

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3. The licensing screen will display and show the license information.
4. To remove the license from this device, click DEREGISTER.
This will remove the registration of this device from your license key. The device will no longer
be able to log into the application. You can re-register a device at any time.
5. If you do not want to remove the license, click the forward or backward button to return to
Home.

44 Installation Guide
Zebra Device Configuration
Open DataWedge App
Find and open the DataWedge application in the Zebra device.

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Create a New Profile
To create a new DataWedge profile, click the top right options button, and then select New
profile.

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Enter a Profile Name
Enter the profile name of your choosing. Call it a name that can be easily identified as the profile
for EMW.

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Edit the New Profile
If the application does not automatically do this, in the DataWedge Profiles menu, select the
newly created profile.

If you are already editing, move to next step.

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Enable Profile and Open Associated Apps
You first verify that the profile is enabled, then click on the options of the associated app. This will
bring up the associated applications to the profile.

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Add New Activity
Click the top right options button and select New app/activity. This will bring up a long list of
options.

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Select the EMW Application
Search the list and find the EMW application. It is named com.epicor.emw

Select the MainActivity


You will be shown a list of activities. Select the option that ends in .MainActivity.

Note: If you have already assigned another profile to this activity, you will receive a warning
stating that the Application/activity already associated. It will tell you the profile in question. If
this is the case you must either use that profile using the activity or delete the profile already
using the activity and start this repeat this setup guide.

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Disable Keystroke Output
Next, you must disable the Keystroke output. The application will try to read the barcode like a
keypress if this is left enabled.

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Enable Intent and Add Intent
Enable the intent output field. Then select to add an Intent Action.

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Enter Intent Action Name
This is an important step; please take care and double check this is completed correctly.

The name MUST be assigned (case sensitive):

com.epicor.emw.ACTION

Verify the Following


► Intent category is left blank.
► Intent delivery is send via startActivity (default value)

54 Installation Guide
Setup Complete
The application can now trigger in-app events with barcode scans. If the application is already
running during the setup procedure, you may need to close the app and re-open it for the changes
to take effect.

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About Epicor
Epicor Software Corporation drives business growth. We provide flexible, industry-specific
software that is designed around the needs of our manufacturing, distribution, retail, and
service industry customers. More than 45 years of experience with our customers’ unique
business processes and operational requirements is built into every solution—in the cloud or
on premises. With a deep understanding of your industry, Epicor solutions spur growth while
managing complexity. The result is powerful solutions that free your resources so you can grow
your business. For more information, connect with Epicor or visit www.epicor.com.

Corporate Office | 804 Las Cimas Parkway | Austin, TX 78746 | +1.888.448.2636

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