Install and Configure Task Agent

Use these steps to run the Task Agent Service installer and then add a Task Agent. A task agent handles all scheduled tasks within the Epicor application. You must use these steps if you are installing a new application of Epicor ERP 10.1.

Note When adding a task agent, you must select the Endpoint Binding for the task agent. This binding

must match what you previously defined in the Setup Environment screen when adding the Epicor Application Server.

Task agents run against a specific database. To create a task agent, launch the Task Agent Service Configuration for 3.1.xxx program (Where 3.1.xxx is the ICE version installed with the service). Use this program to add task agents that run on either a local machine or a remote machine.

Note that you can install multiple versions of the Task Agent Service Configuration on the same application server. Each version of the service has the ICE version number appended at the end of the program title. For example, you can have both Task Agent Service Configuration for 3.0.7.0 and Task Agent Service Configuration for 3.1.500 installed on the same machine. Through this feature, you can have multiple versions of the service running at the same time. In the control panel, each instance of the service displays as a separate icon identified by its version

1. In the Epicor Administration Console tree view, navigate to Server Management > [server] > [application server]. Your screen may look similar to the following:

2. Click the Task Agent Configuration button. You are prompted to install the Task Agent Service. Click OK

to confirm the installation. The Task Agent Installer version is automatically selected based on the version of your Epicor application server.

4. In the Choose Folder dialog, select the folder where the Task Agent should be installed. The default path is

C:\Program Files (x86)\Epicor Software. Click Next. Your dialog may look similar to the following:

5. In the Program Group Name dialog, enter a Program Group Name. The default is Task Agent Service

3.1.xxx.

6. Select whether to create shortcuts for all users of this computer or only for yourself. Click Next. 7. In the Ready to Install dialog, click Next to proceed. The Epicor Task Agent Service is installed. 8. In the confirmation window, click Finish.

9. Verify that the Task Agent Service Configuration opens automatically. If it does not open, navigate to Start > All Programs > Epicor Software > Epicor Administration Tools > Task Agent Service Configuration for 3.1.xxx > Task Agent Service Configuration.

10. To add a task agent service, from File, select New Task Agent. Your dialog may look similar to the following:

11. In the Add Task Agent dialog, enter a unique Name for your Task Agent. For example, ERP101TaskAgent. 12. Enter the AppServer URL to define the URL that connects the task agent to the application server (AppServer).

You can locate the AppServer URL in the URL field of the Application Server screen. Your AppServer URL may look similar to the following: net.tcp://<app server name>/ERP10

13. Use the drop-down menu to select the Endpoint Binding for the task agent. This binding must match

what you previously defined in the Setup Environment screen when adding the Epicor Application Server.

14. Enter the Epicor ERP 10.1 User ID and User Password that the Task Agent uses to access the Epicor

application.

Note In addition to the User ID being a valid user for accessing the Epicor application, it must also

have rights to Allow Session Impersonation. Note that you set up your Task Agent User Id using the steps in the previous section.

15. Select the Operation Timeout value to define how long, in seconds, it takes a server call to generate an

error and fail.

16. If an error occurs, the task agent will try to send the call back to the server. Select the Max Connection Attempts value to define how many times the task agent will attempt to send the call again.

17. Select the Max Concurrent Tasks value to define how many calls the task agent can send to the application

server at the same time. Change the value to reflect the capacity of your application server.

18. If you selected UsernameSSLChannel for the Endpoint Binding, the following two check boxes become

active:

• Validate WCF Certificate. Select this check box to specify that the task agent service must verify that the Secure Sockets Layer (SSL) Certificate is valid. If you use a self-signed certificate, do not select this check box.

• DNS Endpoint Identity. Enter the expected Domain Name System (DNS) identity of the server. When the system runs X509 SSL Certificate authentication, it uses this identity value to validate the server. If the SSL certificate contains a DNS Endpoint Identity with the same value, the server is valid and can be accessed by the task agent.

19. When all the fields are complete, verify that the Enabled check box is selected.

20. Click Save. Your Task Agent is now added and enabled. A green icon indicates it is active. Your dialog may

look similar to the following:

Note If a task agent already exists for this application server and you attempt to save, you will receive

an error. To create a new task agent for this database, you must first delete the existing task agent. After the task agent is removed, repeat these steps.