Sei sulla pagina 1di 39

The New EPC 4

INSTALLATION AND CONFIGURATION MANUAL

OPEL/VAUXHALL AND CHEVROLET EUROPE

Windows 2003 Server Standard (32-bit) SP2 Windows 2008 Server Standard (64-bit) SP1 Windows XP Professional (32-bit) SP3 Windows Vista Business (32-bit) SP1 Windows Vista Business (32-bit) SP2 Windows 7 Business professional (32 bit)

Internet Explorer 7 Internet Explorer 8

Rev. 1.3, 25 Mar 2010

Copyright Notice Information in this document is subject to change without notice. This document and

Copyright Notice

Information in this document is subject to change without notice. This document and any associated art work, software, product designs or design concepts are copyrighted with all rights reserved. Under the copyright laws, this document or designs may not be copied, in whole or in part without the prior written consent of Snap-on Business Solutions. Under the law, copying includes translation to another language or format.

Copyright © 20072010 Snap-on Business Solutions. All rights reserved.

Microsoft and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

Table of Contents

1. DOCUMENT OVERVIEW

4

2. SYSTEM OVERVIEW

4

3. INSTALLATION OVERVIEW

4

3.1 SERVER OR STANDALONE INSTALLATION CHECKLIST

4

3.2 CLIENT INSTALLATION CHECKLIST

5

4. GETTING READY

6

4.1 HARDWARE/SOFTWARE REQUIRED

6

4.1.1 Server Solutions Recommended Specifications: 112 Workstations*

6

4.1.2 Server Solutions Recommended Specifications: 1330 Workstations**

7

4.1.3 Standalone Solutions Recommended Specifications*

8

4.1.4 Minimum Hardware EPC Specifications

9

4.2 BEFORE YOU BEGIN

10

5. INSTALLING EPC 4 SOFTWARE

10

5.1 INTRODUCTION

10

5.2 MIGRATING DATA FROM AN OLDER EPC

11

5.3 INSTALLING EPC 4 SOFTWARE

12

5.4 RUNNING EPC 4 ON A CLIENT

16

5.4.1 Opening EPC 4

16

5.4.2 Adding EPC 4 to your Favorites Menu

17

5.4.3 Adding an EPC Icon to your Desktop

17

5.4.4 Installing the Image Plug-in

18

5.5 MOVING USER INFORMATION TO A NEW SYSTEM

5.5.1 Importing the User Information into EPC 4 on the New System

21

21

6. CONFIGURING EPC 4

23

6.1

GLOBAL SETTINGS

24

6.2 A DMINISTRATION S ETTINGS 25 6.3 SMTP A DMINISTRATION S ETTINGS 26 6.4 EPC

6.2 ADMINISTRATION SETTINGS

25

6.3 SMTP ADMINISTRATION SETTINGS

26

6.4 EPC 4 SETTINGS

27

6.5 EPC 4 SHOPPING LIST SETTINGS

28

6.6 CONFIGURING INTEGRATION SETTINGS

29

6.6.1 Using the Integration Settings Window

29

6.6.2 Configuring SBS Integration Assistant

30

6.7 CONFIGURING EPC-I

31

6.8 CONFIGURING INTERNET EXPLORER

33

6.8.1 Configuring IE 7.0, IE 8.0

33

6.9 PROXY SERVERS

35

7. UNINSTALLING EPC 4

36

7.1 UNINSTALLING EPC 4 FROM A WINDOWS SERVER OR STANDALONE SYSTEM

36

7.2 UNINSTALLING EPC 4 FROM A CLIENT

37

8. UPDATING EPC 4

37

8.1 OVERVIEW

37

8.2 BACKING UP YOUR USER FILES

37

8.3 UPDATING EPC 4

38

8.3.1 Alternate Update Method

39

1. Document Overview This document covers all steps required to install EPC 4 software on

1. Document Overview

This document covers all steps required to install EPC 4 software on an established system whose hardware meets the minimum installation requirements.

No hardware installation is necessary on an existing system that meets the minimum requirements.

2. System Overview

EPC 4 may be run on a standalone system or on a PC client connected to a Windows Server. EPC 4 may also be accessed via the Web.

For an explanation of EPC use and functionality, refer to EPC 4 User’s Guide or online Help System.

3. Installation Overview

The instructions in this document describe the processes used to install EPC 4 to a Windows standalone system or a Windows client/server network.

3.1 Server or Standalone Installation Checklist

The following major steps are necessary to install EPC 4 on a Windows server:

 

Installation Steps

Should I complete this step?

Verify that your system meets all minimum requirements.

YES

Shut down any application running on the computer

YES, on any standalone or server.

Install EPC 4 Software

YES, on the standalone or server. You do not need to perform this step on PC clients connected to a server.

Install EPC 4 Parts Data

YES, on the standalone or server. You do not need to perform this step on PC clients connected to a server.

Write down the URL address as requested during the installation procedure

YES, this is very important

 

Open Internet Explorer and enter the URL address

YES, on the standalone or the server.

Add the URL to Internet Explorer’s Favorites list

YES, on the standalone or the server.

Create an icon on the Windows Desktop and name it EPC 4.

YES, on the standalone.

 Install the Image Plug-in YES, on the standalone or the server.  Configure EPC

Install the Image Plug-in

YES, on the standalone or the server.

Configure EPC 4 software

YES

Migrate user information (notes, shopping lists, etc.)

YES, if you are upgrading from a legacy SBS EPC

3.2 Client Installation Checklist

The following major steps are necessary to install EPC 4 on each Windows client:

 

Installation Steps

Should I complete this step?

Verify that your system meets all minimum requirements.

YES

Open Internet Explorer and enter the URL address

YES

Add the URL to Internet Explorer’s Favorites list

YES

Create an icon on the Windows Desktop and name it EPC 4.

YES

Install the Image Plug-in

YES

4. Getting Ready 4.1 Hardware/Software Required The following hardware and software minimum requirements must be

4. Getting Ready

4.1 Hardware/Software Required

The following hardware and software minimum requirements must be met before installation is attempted on a Windows Server, PC Client, or standalone system.

4.1.1 Server Solutions Recommended Specifications: 112 Workstations*

 

Windows 2003 Server (w/ SP2)

PC Client

Processor

Intel ® Pentium ® D 930 Dual Core processor 3.0 GHz (EM64T2) *64 Bit Processing

Intel ® Core2Duo ® E6300 processor 1.86 GHz 1066Mhz FSB *64 Bit Processing

RAM

2GB DDR2 SDRAM Dual Channel Memory (8 GB Max.)

2GB DDR2 SDRAM

Mother Board

Intel Entry Server Board with Intel E7230 Chipset for Enterprise-class Reliability and Availability, ATI ES1000 Graphics

Intel Desktop Mother Board with Intel Integrated GMA 3000 Graphics

Peripheral Interfaces

1 Serial, 1 Parallel, 2 USB, 2 PS2

1 Serial, 1 Parallel, 4-8 USB, 2

PS2

Network Adaptor

Integrated Gigabit Ethernet 10/100/1000MB LAN

10/100 MB Auto-sensing, Integrated Ethernet LAN Adapter

Hard Disc Drive

120GB SATA II

80GB SATA II, minimum 2GB Free Hard Drive space

DVD-ROM Drive

Two drives, 16x

One drive, 16x

Modem

Internal 56K

No

Power Protection

Uninterruptible Smart UPS capable of providing 15mn of run time, surge suppression and neutral to ground noise suppression.

Optional APC 7-Outlet Surge Suppressor

Keyboard

104 Key Keyboard, splash and spill proof

104 Key Keyboard, splash and spill proof

Mouse

Optical Wheel 3-Button Mouse

Optical Wheel 3-Button Mouse

Back-up Medium

Standard floppy disk drive or USB port

No

Screen Resolution

1024 X 728

1024 X 728

Operating System

MS Windows 2003 Server with 5 CAL’s

MS Windows XP Pro (SP2)

Internet Browser

Internet Explorer 7.0

Internet Explorer 7.0

Additional Software/ System Recovery

Norton Ghost 7.0

Norton Ghost 7.0

  Windows 2003 Server (w/ SP2) PC Client Anti-Virus McAfee   *Recommended specifications subject
 

Windows 2003 Server (w/ SP2)

PC Client

Anti-Virus

McAfee

 

*Recommended specifications subject to change

 

**Although the GM EPC does not use 64 bit processing currently, this capability is recommended to accommodate future enhancements.

4.1.2 Server Solutions Recommended Specifications: 1330 Workstations**

 

Windows 2003 Server (w/ SP2)

PC Client

Processor

2

Xeon processors 3.0 GHz

Intel ® Core2Duo ® E6300 processor 1.86 GHz 1066Mhz FSB *64 Bit ***Processing

RAM

2GB Fully Buffered DDR2 RAM

2GB DDR2 SDRAM

Mother Board

Intel Sapello Server Motherboard

Intel Desktop Mother Board with Intel Integrated GMA 3000 Graphics

   

1 Serial, 1 Parallel, 4-8 USB, 2

Peripheral Interfaces

1

Serial, 1 Parallel, 2 USB, 2 PS2

PS2

Network Adaptor

Integrated Gigabit Ethernet 10/100/1000MB LAN

10/100 MB Auto-sensing, Integrated Ethernet LAN Adapter

Hard Disc Drive

160GB SATA II

80GB SATA II, minimum 2GB Free Hard Drive space

DVD-ROM Drive

Two drives, 16x

One drive, 16x

Modem

Internal 56K

No

Power Protection

Uninterruptible Smart UPS capable of providing 15mn of run time, surge suppression and neutral to ground noise suppression.

Optional APC 7-Outlet Surge Suppressor

Keyboard

104 Key Keyboard, splash and spill proof

104 Key Keyboard, splash and spill proof

Mouse

Optical Wheel 3-Button Mouse

Logitech, Black Optical Wheel 3-Button Mouse

  Windows 2003 Server (w/ SP2) PC Client Back-up Medium Standard floppy disk drive or
 

Windows 2003 Server (w/ SP2)

PC Client

Back-up Medium

Standard floppy disk drive or USB port

No

Screen Resolution

1024 X 728

1024 X 728

Operating System

MS Windows 2003 Server with 5 CAL’s

MS Windows XP Pro (SP2)

Internet Browser

Internet Explorer 7.0

Internet Explorer 7.0

Additional Software/ System Recovery

Norton Ghost 7.0

Norton Ghost 7.0

Anti-Virus

McAfee

McAfee

*Recommended specifications subject to change

 

** Dealers/Retailers with greater than 30 workstations may require additional hardware. Contact Snap-on for details.

**Although the GM EPC does not use 64 bit processing currently, this capability is recommended to accommodate future enhancements.

4.1.3 Standalone Solutions Recommended Specifications*

Processor

Intel ® Core2Duo ® E6300 processor 1.86 GHz 1066Mhz FSB **64 Bit Processing

RAM

2-4 GB DDR2 SDRAM

Mother Board

Intel Desktop Mother Board with Intel Integrated GMA 3000 Graphics

Peripheral Interfaces

1 Serial, 1 Parallel, 4-8 USB, 2 PS2

Network Adaptor

10/100 MB Auto-sensing, Integrated Ethernet LAN Adapter

Hard Disc Drive

160GB SATA II

DVD-ROM Drive

Two drives, 16X

Modem

No

Back-up Medium

Standard floppy disk drive or USB port

Screen Resolution

1024 X 728

Power Protection

Optional APC 7-Outlet Surge Suppressor

Keyboard

104 Key Keyboard, splash and spill proof

Mouse

Logitech, Black Optical Wheel 3-Button Mouse

Operating System MS Windows XP Pro (SP2) Internet Browser Internet Explorer 7.0 Additional Software/ System

Operating System

MS Windows XP Pro (SP2)

Internet Browser

Internet Explorer 7.0

Additional Software/ System Recovery

Norton Ghost 7.0

Anti-Virus

McAfee

*Recommended Specification subject to change.

**Although the GM EPC does not use 64 bit processing currently, this capability is recommended to accommodate future enhancements.

4.1.4 Minimum Hardware EPC Specifications

Note: Processors such as Celeron, Cyrix, and AMD are not supported.

Minimum Server

 

Specifications

Windows 2003 Server (w/ SP2)

Processor Speed

3.2Ghz

 

512

MB 1-5 workstations

RAM

1GB

6+ workstations

Hard Disc Drive

120GB

DVD-ROM Drive

Two drives

Internet Browser

Internet Explorer 7.0

Parallel Port

One

Serial

One

Network Adaptor

Integrated Ethernet 10/100/1000MB LAN

Modem

Internal 56K

Anti-Virus

McAfee

Keyboard

104

Key Keyboard, splash and spill proof

Mouse

3-Button Mouse or 2 button w / scroll

Additional Software/ System Recovery

Norton Ghost 7.0

UPS

Uninterruptible UPS capable of providing 15mn of run time, surge suppression and neutral to ground noise suppression.

3.5” 1.44 Floppy Drive

One

Minimum PC Client and Standalone Specifications Pentium IV 1.3 GHz 1GB RAM 60 GB Free

Minimum PC Client and Standalone Specifications

Pentium IV 1.3 GHz

1GB RAM

60 GB Free Hard Drive space (2GB Free for PC Client)

(60 GB is required to install EPC and run Q.link- incremental updates)

XP Professional

File system - NTFS

3.5 Floppy Drive or USB port

One DVD-ROM Drive

Internet Explorer 7.0

10/100 Ethernet

17" Monitor (SVGA)

Standard Keyboard & Mouse

Antivirus Software (Symantec, McAfee, or other business grade software)

Business Grade 512 Kbps internet connection

4.2 Before You Begin

Before you begin the installation process, ensure that:

The system meets the minimum hardware and software requirements.Before you begin the installation process, ensure that: You have a complete set of EPC 4

You have a complete set of EPC 4 installation DVDs. EPC 4 installation DVDs.

5. Installing EPC 4 Software

5.1 Introduction

This section contains everything you need to know to install the EPC on a server or standalone system. Please read through the section carefully before beginning.

After the installation, you will be prompted to print or write down a URL address. It is very important that you do soyou will need the address to open the EPC. The address is case sensitive. It will appear in a format similar to this:

http:// YourComputerName:351/PQMace

If you misplace the URL, click Start -> Programs -> Opel Vauxhall EPC or Chevrolet Europe EPC -> Show URL to open a document containing the URL.

5.2 Migrating Data from an Older EPC If you are using an older EPC, you

5.2 Migrating Data from an Older EPC

If you are using an older EPC, you may have accumulated user notes and parts lists. Normally, this information transfers automatically from the older EPC to EPC 4. However, please follow the steps in the next section to save your information before beginning EPC 4 installation.

5.2.1.1 Saving your EPC 3 Information

Before installing EPC 4, use these steps to save your EPC information so that it is available for future use or so that you can transfer the information to EPC 4 installed on another computer.

1. From the EPC 3 menu bar, select Help > Data Migration to open the Data Migration window:

> Data Migration to open the Data Migration window: 2. From the Data Migration window, select

2. From the Data Migration window, select From EPC3.0 to your hard drive, and then click Next to open a list of data types:

drive , and then click Next to open a list of data types: 3. Select the

3. Select the data you want to save, and then click Save.

4. Save the file as epc3save.xml.

5. Close the Download window and the Data Migration window.

5.3 Installing EPC 4 Software The software installation procedure occurs in several stages. Each stage

5.3 Installing EPC 4 Software

The software installation procedure occurs in several stages. Each stage installs a different part of the EPC. The processes involved with each stage are very similar. Convenient, onscreen prompts will guide you through the entire installation.

1. Insert EPC 4 DVD into a DVD drive on the server or standalone system.

2. Wait a few seconds until the Choose Setup Language window appears:

few seconds until the Choose Setup Language window appears: Note: and type D:\Setup.exe and then click

Note:

and type D:\Setup.exe and then click OK. If necessary, substitute your DVD drive letter for the

letter D (E:\Setup.exe for example).

3. Select a language from the drop-down menu and then click the OK button. The Setup Progress window opens in the background and will monitor the installation’s progress. Wait a few seconds until the Welcome window opens:

If the above window does NOT appear, click Start -> Run to open the Run dialog box

click Start -> Run to open the Run dialog box WEB/CD/DVD Service Parts Catalogue – (
4. In the Welcome window, click the Next button to open the Destination Folder window:

4. In the Welcome window, click the Next button to open the Destination Folder window:

the Next button to open the Destination Folder window: Note: EPC 4 will be installed. We

Note:

EPC 4 will be installed. We recommend you accept the default location.

5. Click the Next button to open the Application Configuration window:

In the Destination Folder Window, you can change the location on your system to which

Window, you can change the location on your system to which Important: The configuration you select

Important: The configuration you select in this window ensures optimal EPC performance on your system. Please be sure to select the proper configuration.

6. Mark the button next to the configuration that matches your system and click the

6. Mark the button next to the configuration that matches your system and click the Next button to open the Ready to Install the Program window:

button to open the Ready to Install the Program window: 7. Click the Install button and

7. Click the Install button and wait until a notification appears, telling you how much space you need to successfully install the component:

much space you need to successfully install the component: 8. Click the Next button to open

8. Click the Next button to open the Destination Folder window:

In this window, you have the opportunity to determine where the EPC data is saved.
In this window, you have the opportunity to determine where the EPC data is saved.

In this window, you have the opportunity to determine where the EPC data is saved. If the checkbox is marked, the data will be copied to your hard drive. Unchecking the box will require that you run the EPC with the DVDs in its drive. We strongly suggest that you leave the checkbox marked.

9. Click the Next button to return to the Ready to Install the Program window:

button to return to the Ready to Install the Program window: 10. Click the Install button

10. Click the Install button to continue the installation. A progress indicator monitors the installation’s progress.

11. Once each component has been successfully installed the Welcome window reappears. Follow the onscreen

11. Once each component has been successfully installed the Welcome window reappears. Follow the onscreen prompts to complete the installation.

12. Once the installation is complete, the Setup Progress Status window displays the ―Up to Date‖ indicator for each component on the list:

―Up to Date‖ indicator for each component on the list: 13. To access the EPC, you

13. To access the EPC, you will need to enter the address displayed in the URL field into your browser. Click the Print button to print a copy of the address, or write down the address exactly as it appears in the window.

14. Click the Finish button to close the window. The installation is now complete.

Once you have completed the installation, remove the EPC DVD from its drive (unless you are running the EPC with the disk in the drive) and store it in a safe place.

5.4 Running EPC 4 on a Client

There are no specific tasks needed to set up a client. However, you should verify that each client meets the following minimum hardware and software requirements before running EPC 4 on the client.

5.4.1 Opening EPC 4

To open EPC 4 for the first time:

1. Open your browser and type the URL address that you printed or wrote down earlier into the Address field. Note that the address is case sensitive, so you must type the address exactly as it appeared.

2. Click the Go icon to open EPC 4.

3. Add the address to your browser’s Favorites menu or create a desktop icon for it. This will allow you to access EPC 4 in the future without typing the URL address.

5.4.2 Adding EPC 4 to your Favorites Menu Once you have accessed EPC for the

5.4.2 Adding EPC 4 to your Favorites Menu

Once you have accessed EPC for the first time, you can simplify how you return to it by adding the address to your Favorites menu:

1. From the browser’s menu bar, click Favorites to open a menu:

the browser’s menu bar, click Favorites to open a menu: 2. Select Add to Favorites to

2. Select Add to Favorites to open the Add to Favorites window.

3. Click the OK button. You can now open the EPC by selecting the address from the Favorites menu.

5.4.3 Adding an EPC Icon to your Desktop

To add an icon that links directly to the EPC from your Desktop:

1. Open EPC 4.

2. Click the Minimize button

your Desktop: 1. Open EPC 4. 2. Click the Minimize button in the upper right-hand corner

in the upper right-hand corner of the EPC window to hide the

window and display the Launch window:

EPC window to hide the window and display the Launch window: 3. Drag the Explorer icon
EPC window to hide the window and display the Launch window: 3. Drag the Explorer icon

3. Drag the Explorer icon

4. Right-click on the icon and then select Rename from the menu:

from the Address field to the Desktop.

5. Type EPC 4 into the icon’s name field. 5.4.4 Installing the Image Plug-in Before
5. Type EPC 4 into the icon’s name field. 5.4.4 Installing the Image Plug-in Before

5. Type EPC 4 into the icon’s name field.

5.4.4 Installing the Image Plug-in

Before you can view illustrations in EPC 4, you must download and install the image plug-in to any computer that will be used to run EPC 4.

To install the Image plug-in:

1. If you open EPC 4 on a computer on which the image plug-in had not been installed, the following window opens and prompts you to do so:

the following window opens and prompts you to do so: 2. From the Image Plug-in window,

2. From the Image Plug-in window, click the Download icon window:

the Image Plug-in window, click the Download icon window: to open the File Download WEB/CD/DVD Service

to open the File Download

click the Download icon window: to open the File Download WEB/CD/DVD Service Parts Catalogue – (
3. Click the Open button and wait a few seconds until the Select Language window

3. Click the Open button and wait a few seconds until the Select Language window appears:

wait a few seconds until the Select Language window appears: 4. Select a language and click

4. Select a language and click the OK button to open the Image Plug-in window:

and click the OK button to open the Image Plug-in window: 5. Click the Next button

5. Click the Next button Destination Folder window:

6. Click the Next button to display the Ready window: 7. Click the Install button
6. Click the Next button to display the Ready window: 7. Click the Install button

6. Click the Next button to display the Ready window:

6. Click the Next button to display the Ready window: 7. Click the Install button to

7. Click the Install button to begin the installation. Progress indicators monitor the install process. The Completion window appears when the process is complete.

8. Click the Finish button.

5.5 Moving User Information to a New System Use the steps in the section to

5.5 Moving User Information to a New System

Use the steps in the section to move your user information to a new installation of EPC 4 on a new system. To accomplish this, you will use the XML file that you created before you began installing EPC 4.

5.5.1 Importing the User Information into EPC 4 on the New System

The section explains how to import the epc3save.xml file that you saved earlier into EPC 4.

1. Copy epc3save.xml and save it to the new computer. Remember where you saved it so that you can find it later.

2. Open EPC 4.

3. From the Help menu, select Data Migration to open the Data Migration window:

select Data Migration to open the Data Migration window: 4. Select From your Hard Drive to

4. Select From your Hard Drive to EPC 4.0 (current server), and then click the Next button to open the Data Migration window:

5. Use the Browse button to locate and select the epc3save .xml file. The path
5. Use the Browse button to locate and select the epc3save .xml file. The path

5. Use the Browse button to locate and select the epc3save.xml file. The path to the file now appears in the Data Migration window.

6. Click the Finish button. A notification appears once the process is complete.

7. Click OK button.

Congratulations! Your information has been successfully moved to GM Global EPC 4.

6. Configuring EPC 4 This section explains how to configure EPC 4 to fit your

6. Configuring EPC 4

This section explains how to configure EPC 4 to fit your workflow. You should configure each client or standalone system on which EPC 4 will be used.

Available settings may differ depending on your system configuration or your region.

To change user settings, select Settings from the File menu to open the Settings window:

Settings from the File menu to open the Settings window: Five setting types are available. Highlighting

Five setting types are available. Highlighting a setting type changes the elements that appear in the right-hand pane of the window. Note: Available settings may differ depending on your system configuration or region.

Setting Types

Select this Setting Type:

To display these elements:

Global

LanguageGlobal

Local Time ZoneType: To display these elements: Global Language Administration Dealer Name Dealer Address Email Address

Administration

Dealer NameAdministration

Dealer AddressLanguage Local Time Zone Administration Dealer Name Email Address Dealer Code SMTP Administration SMTP

Email AddressTime Zone Administration Dealer Name Dealer Address Dealer Code SMTP Administration SMTP Server Secure

Dealer CodeAdministration Dealer Name Dealer Address Email Address SMTP Administration SMTP Server Secure Protocol

SMTP Administration

SMTP ServerSMTP Administration

Secure ProtocolAddress Dealer Code SMTP Administration SMTP Server Authentication (if required by server EPC 4 Country Data

Authentication (if required by serverCode SMTP Administration SMTP Server Secure Protocol EPC 4 Country Data Language Display price (when

EPC 4

CountryEPC 4

Data LanguageAuthentication (if required by server EPC 4 Country Display price (when available) in part text EPC

Display price (when available) in part text(if required by server EPC 4 Country Data Language EPC 4 Shopping List Display price (when

EPC 4 Shopping List

Display price (when available) in Shopping ListEPC 4 Shopping List

Add part to top of Shopping ListList Display price (when available) in Shopping List Remove inventory part number leading zeros Display user

Remove inventory part number leading zerosavailable) in Shopping List Add part to top of Shopping List Display user notes in Shopping

Display user notes in Shopping Listto top of Shopping List Remove inventory part number leading zeros Prompt for Numeric Quantities to

Prompt for Numeric Quantities to replace Non-NumericList Add part to top of Shopping List Remove inventory part number leading zeros Display user

6.1 Global Settings The Global setting view appears when the Settings window is first opened.

6.1 Global Settings

The Global setting view appears when the Settings window is first opened. Note: Available settings may differ depending on your system configuration or region.

may differ depending on your system configuration or region. Global Settings Setting Description Language

Global Settings

Setting

Description

Language

Select a language from the drop-down menu

Local Time Zone

Select your time zone

6.2 Administration Settings Note: Available settings may differ depending on your system configuration or region.

6.2 Administration Settings

Note: Available settings may differ depending on your system configuration or region.

may differ depending on your system configuration or region. Note: For email feedback to work, you

Note: For email feedback to work, you must enter all the required information into this window.

Administration Settings

Setting

Description

Dealer Name

Enter the Dealers’ name in the field

Dealer Address

Enter the Dealers’ address in the field

Email Address

Enter the user’s email address

6.3 SMTP Administration Settings Note: Available settings may differ depending on your system configuration or

6.3 SMTP Administration Settings

Note: Available settings may differ depending on your system configuration or region.

may differ depending on your system configuration or region. Administration Settings Setting Description SMTP

Administration Settings

Setting

Description

SMTP Server

Enter the dealership’s SMTP Server name

Secure Protocol

Select a radio button

Authentication

If required by the server, enter the appropriate username and password

6.4 EPC 4 Settings Note: Available settings may differ depending on your system configuration or

6.4 EPC 4 Settings

Note: Available settings may differ depending on your system configuration or region.

may differ depending on your system configuration or region. EPC 4 Settings Setting Description Country

EPC 4 Settings

Setting

Description

Country

Select your country

Data Language

Select a language to set the part data language

Display price in part text

Mark the checkbox to display prices in the part text (when available)

6.5 EPC 4 Shopping List Settings Note: Available settings may differ depending on your system

6.5 EPC 4 Shopping List Settings

Note: Available settings may differ depending on your system configuration or region.

may differ depending on your system configuration or region. GMNA EPC Shopping List Settings Setting Description

GMNA EPC Shopping List Settings

Setting

Description

Display price in shopping list

Mark this checkbox to display prices (when available) in the shopping list

Add part to top of shopping list

Mark this checkbox to add parts to the top of the shopping list, rather than to the bottom of the list

Remove Inventory Part Number Leading zeros

Remove any leading zeros from part numbers before transferring them to your DMS.

Display user notes in Shopping List

Mark this checkbox to display user notes in the shopping list.

Prompt for Numeric Quantities to replace Non-numeric

Mark this checkbox to prompt the user to enter a numeric quantity when non-numeric characters are entered.

6.6 Configuring Integration Settings Before you can send parts to your DMS, you will need

6.6 Configuring Integration Settings

Before you can send parts to your DMS, you will need to configure EPC 4 to use the integration tool or tools you plan to use. This section details the configuration processes for each available tool.

You do not need to configure tools you do not plan to use.

Note: Integration may not be available in some regions.

Depending on your system configuration, the following tools may be available:

SBS Integration Assistant (PIA)system configuration, the following tools may be available: BDDI Shopping List 6.6.1 Using the Integration Settings

BDDI Shopping Listtools may be available: SBS Integration Assistant (PIA) 6.6.1 Using the Integration Settings Window Select

6.6.1 Using the Integration Settings Window

Select Integration Settings from the Integration menu to open the Integration Settings window:

Integration menu to open the Integration Settings window: WEB/CD/DVD Service Parts Catalogue – ( EPC 4
This Item: Does This: Available Integration Sessions Lists all available sessions Configured Integration

This Item:

Does This:

Available Integration Sessions

Lists all available sessions

Configured Integration Sessions

Lists the sessions that you have configured and can use

Click to move setting back and forth between the columns
Click to move setting back and forth between the columns

Click to move setting back and forth between the columns

Click to set the integration tool highlighted in the Configured column as the default tool

Click to set the integration tool highlighted in the Configured column as the default tool

Click to view or edit the properties of the highlighted integration tool

Click to view or edit the properties of the highlighted integration tool

The following sections provide instructions for configuring each integration session type.

6.6.2 Configuring SBS Integration Assistant

This integration session must be configured on any system that uses SBS Integration Assistant (PIA).

To configure the EPC to use PIA to send parts to the DMS:

1. Select Integration Settings from the Integration menu.

2. Highlight SBS Integration Assistant and click the arrow button Maintenance window.

3. To complete the configuration, follow the onscreen prompts or use the SBS Integration Assistant Installation and Configuration Guide included in your EPC 4 package.

and Configuration Guide included in your EPC 4 package. to open the Session 6.6.2.1 Configuring BDDI

to open the Session

6.6.2.1 Configuring BDDI Shopping List

Some DMS systems provide additional information (prices, part location, part availability, etc.) that can be pulled into EPC 4 from the DMS. The feature is referred to as Bi-Directional Data Integration (BDDI). This section explains how to configure the BDDI shopping list session.

To configure the EPC to use BDDI to send parts from the Shopping List:

1. Select Integration Settings from the Integration menu.

2. Highlight BDDI Shopping List and click the arrow button Interchange Send Shopping List Settings window:

arrow button Interchange Send Shopping List Settings window: to open the Bi-Directional Data WEB/CD/DVD Service Parts

to open the Bi-Directional Data

3. Mark the File radio button to open the file and format window: 4. Enter
3. Mark the File radio button to open the file and format window: 4. Enter

3. Mark the File radio button to open the file and format window:

the File radio button to open the file and format window: 4. Enter a file and

4. Enter a file and format into the appropriate fields. We recommend that you accept the defaults.

5. Select the appropriate file format from the File Format drop-down menu.

Note:

6. Make a selection from the When sending parts drop-down menu to determine which parts will be sent to your DMS

7. Click the OK button to close the window.

The vast majority of DMS systems use the STAR DTS PartsPickList 1.7 file format.

6.7 Configuring EPC-I

EPC-Integration (EPC-I) software installation is required to upgrade EPC-I components for DMS products that use older GME EPC interfaces. This installation will upgrade and replace any older version of EPC-I installed on your computer.

Once you have completed this installation, all DMS requests to EPC-I will be directed to

Once you have completed this installation, all DMS requests to EPC-I will be directed to EPC 4. Your DMS will no longer be able to communicate with older EPC versions.

To install EPC-I:

1. With EPC 4 open, select Downloads from the Help menu to open the Downloads window.

2. In the GME EPC-Integration (EPC-I) section, click the Download button to open the File Download window.

3. Click the Open button to begin the download.

4. After a few seconds, the Choose Setup Language widow opens. Select a language from the menu and click the OK button to open the Welcome window.

5. Click the Next button to open the Application Address window:

the Next button to open the Application Address window: 6. Enter the addresses of the EPC

6. Enter the addresses of the EPC Web Service and the EPC Launch into the appropriate fields.

Note: You can find these addresses by clicking Help -> About from the EPC menu bar. In the left-hand pane of the About window, select Resources -> GM Utility Module. The addresses appear in the right-hand pane.

7. Click the Next button to open the Proxy Configuration window:

8. Enter any required proxy setting and click the Next button to open the Destination
8. Enter any required proxy setting and click the Next button to open the Destination

8. Enter any required proxy setting and click the Next button to open the Destination Folder window.

9. Click the Install button to continue the installation.

10. When the Completion window appears, click the Finish button to complete the installation.

6.8 Configuring Internet Explorer

Depending on which version of Internet Explorer (IE) you are using, you may need to make some adjustments to your browser settings. The new EPC 4 is not supported on versions of IE earlier than 7.0.

To determine which version of IE you are using:

1. Open Internet Explorer.

2. Select Help -> About Internet Explorer to open the About Internet Explorer window.

3. Locate the version number. It appears in a format similar to: 7.0.2800.1106IC. The first two numbers in the string indicates the version. In this case, the version is IE 7.0.

6.8.1 Configuring IE 7.0, IE 8.0

To configure IE 7.0, 8.0, please ensure that the following IE7 browser settings are applied.

1. From the IE7 menu bar, select Internet Options -> Security.

2. Click the Trusted Sites icon

3. Click the Sites button.

4. Click the Add button to add any necessary sites.

4. Click the Add button to add any necessary sites. to open the Trusted Sites window.

to open the Trusted Sites window.

5. Click the Close button to return to the Internet Options window. 6. Click the

5. Click the Close button to return to the Internet Options window.

6. Click the Custom Level button to open the Security Settings window:

Custom Level button to open the Security Settings window: 7. In the Security Settings window, click

7. In the Security Settings window, click the appropriate buttons to enable the following settings:

Under ActiveX controls and plug-ins, enable:the appropriate buttons to enable the following settings: - Binary and script behaviors - Run ActiveX

- Binary and script behaviors

- Run ActiveX controls and plug-ins

- Script ActiveX controls marked safe for scripting

Under Miscellaneous, enable:plug-ins - Script ActiveX controls marked safe for scripting - Allow script-initiated windows without size or

- Allow script-initiated windows without size or position constraints

- Allow websites to open windows without address or status bars

Under Scripting, enable:websites to open windows without address or status bars - Active scripting - Scripting of Java

- Active scripting

- Scripting of Java applets

8. Click OK to close the Security Settings window.

9. From the Internet Options window, select the Advanced tab. 10. Under Phishing Filter ,

9. From the Internet Options window, select the Advanced tab.

10. Under Phishing Filter, mark the Disable Phishing Filter button.

11. Close the Internet Options window.

6.9 Proxy Servers

If you are using a proxy server, you may need to make some configuration changes.

To configure a proxy server:

1. From the Windows desktop, click Start -> Programs -> your EPC name -> Proxy Configuration to open the Proxy Configuration window:

Proxy Configuration to open the Proxy Configuration window: 2. Enter the Proxy Address(s) and the required

2. Enter the Proxy Address(s) and the required ports into the appropriate fields

3. Enter any applicable exceptions into the Exceptions field.

4. Click the Test button to verify the connection (this may take a few minutes). If the connection valid, the Success window appears:

Note: An error message appears if the connection is not valid. Close the Error message
Note: An error message appears if the connection is not valid. Close the Error message

Note: An error message appears if the connection is not valid. Close the Error message window, make the necessary changes in the Proxy Configuration window, and try again.

5. Click the OK button to close the Success window.

6. Click the Apply button to implement the changes and close the window.

7. Click the Exit button.

7. Uninstalling EPC 4

7.1 Uninstalling EPC 4 from a Windows Server or Standalone System

EPC 4 is installed in several components. To completely uninstall the EPC from your system, please follow the instructions below for each of the following components that are installed on your system:

GM Global Infrastructurethe following components that are installed on your system: GM Global Local Database General Motors Global

GM Global Local Databasethat are installed on your system: GM Global Infrastructure General Motors Global License Manager GM XXXXX

General Motors Global License Managersystem: GM Global Infrastructure GM Global Local Database GM XXXXX EPC GM XXXXX EPC Archive Database

GM XXXXX EPCGlobal Local Database General Motors Global License Manager GM XXXXX EPC Archive Database GM XXXXX EPC

GM XXXXX EPC Archive DatabaseDatabase General Motors Global License Manager GM XXXXX EPC GM XXXXX EPC Database Image Plug-in To

GM XXXXX EPC DatabaseLicense Manager GM XXXXX EPC GM XXXXX EPC Archive Database Image Plug-in To uninstall a component:

Image Plug-inEPC GM XXXXX EPC Archive Database GM XXXXX EPC Database To uninstall a component: 1. From

To uninstall a component:

1. From the Windows Desktop, select Start -> Settings -> Control Panel.

2. Click the Add/Remove Programs icon to display a list of currently installed programs.

3. Highlight one of the components listed above.

4. Click the Change/Remove button that appears just below the highlighted component. After a few seconds, the Add or Remove Programs dialog box appears:

5. Click the Yes button. Progress indicators monitor the uninstall process. The Completion window appears
5. Click the Yes button. Progress indicators monitor the uninstall process. The Completion window appears

5. Click the Yes button. Progress indicators monitor the uninstall process. The Completion window appears when the process is complete.

6. Click the Finish button.

7. Repeat as necessary until all the components are uninstalled.

7.2 Uninstalling EPC 4 from a Client

EPC 4 is not installed on the client, therefore no uninstall procedure is necessary.

8. Updating EPC 4

8.1 Overview

Each time you receive a new EPC 4 DVD, you will need to run the following procedure on any server or standalone system to update EPC 4 parts data. You do not need to run the procedure on a PC client.

The update procedure consists of two steps:

Back-up your user fileson a PC client. The update procedure consists of two steps: Update EPC 4 Note: If

Update EPC 4procedure consists of two steps: Back-up your user files Note: If you are using a single

Note: If you are using a single USB flash drive to back up your user files, maintaining separate back-ups of system data before and after installation is not possible. The data from the second back-up will overwrite the data from the first back-up. For this reason, it is important that you test EPC 4 after installation before performing the second back-up. Once you perform the second back-up, your USB drive will contain only your most current system data.

8.2 Backing Up Your User Files

Before you update EPC 4, you should always back up your user files. To do so:

1. From the Windows Desktop, select Start -> Programs -> Opel Vauxhall EPC or Chevrolet Europe EPC-> Backup to open the Backup & Restore window:

2. Select a language from the Language menu. 3. We recommend that you back up
2. Select a language from the Language menu. 3. We recommend that you back up

2. Select a language from the Language menu.

3. We recommend that you back up your files to a floppy disk or USB flash drive. Do not use the C:\drive. Use the Browse button to locate the floppy disk or flash drive.

4. Click the Backup button and wait a few seconds until the Backup Completed message appears:

a few seconds until the Backup Completed message appears: 5. Click the OK button. 8.3 Updating

5. Click the OK button.

8.3 Updating EPC 4

To update the EPC:

1. Insert the new EPC 4 DVD into a DVD drive.

2. After a few seconds the update will start automatically, but you will need to make onscreen selections during the install process.

3. Follow the onscreen prompts until the update is complete. Several components will be installed during the installation process.

During the update, the following message may appear:

If this message appears, click the OK button to continue the update process. It is
If this message appears, click the OK button to continue the update process. It is

If this message appears, click the OK button to continue the update process. It is not necessary to reboot your computer once the update is complete.

Click the Cancel only if you want to cancel the update and return the EPC to its previous state.

8.3.1 Alternate Update Method

If your system does not have the Autorun feature activated, the update will not start automatically. To begin the update procedure:

1. From the Windows Desktop, click Start -> Run to open the Run window:

Desktop, click Start -> Run to open the Run window: 2. Type D:\setup.exe into the Open

2. Type D:\setup.exe into the Open field. If necessary, change the drive letter to the letter assigned to your DVD drive. For example, if your DVD drive is E, you would type E:\setup.exe.

3. Click the OK button to begin the installation and follow the onscreen prompts.