Epicor Kinetic Certification (Kinetic Tools Management) cheat sheet
Epicor Kinetic Certification (Kinetic Tools Management) · Keep the key ideas within reach.
Kinetic Tools Management
Kinetic Tools Management covers the administrative utilities that ship with the Kinetic application: Conversion Workbench, Software Update, Session Management, System Monitor, and the client deployment tools (Kinetic Client Installer, Smart Client, and browser access).
Conversion Workbench runs the database conversions and schema updates required after an upgrade or patch; conversions are grouped into process sets, each set can be reviewed, run, and monitored, and a conversion must complete successfully before dependent application features are usable.
Software Update is used to apply Kinetic updates and hotfixes; it stages the update package, backs up the database, and requires the system to be in a state where no conflicting sessions or scheduled processes are running.
Session Management lists active sessions by user and workstation, and allows an administrator to kill a hung or orphaned session; killing a session does not roll back transactions already committed by that session.
System Monitor shows running and completed tasks, their status (Active, Completed, Error, Canceled), submitter, and task type, and is the first place to check when a scheduled process appears not to have run.
The Kinetic client can be delivered as a Smart Client (installed desktop client) or accessed through a browser; the Client Installer downloads the correct client version from the application server, so client and server versions should be kept aligned.
Administrative tools are permission-gated; a user needs the appropriate security group (for example, the tools/manager group) to open Conversion Workbench, Software Update, or Session Management, and access is controlled through the same security maintenance used for business functions.
Scheduled tasks are created in the Task Scheduler (or submitted from a form) and appear in System Monitor; recurring schedules are defined by a schedule set rather than by the individual task, so editing the schedule set affects all tasks that reference it.