Epicor Kinetic Certification (Kinetic Tools Management) flashcards

32 cards. Read the term and the definition here. The deck at the top of this page is optional.

Conversion Workbench purpose

It runs database conversions and schema updates needed after an upgrade or patch, grouping them into process sets that can be reviewed, executed, and monitored to completion.

Conversion process set

A named group of related conversions in Conversion Workbench; the set is run as a unit and its status indicates whether all member conversions finished successfully.

Failed conversion handling

A conversion that ends in error must be investigated and rerun before dependent features are used; the workbench shows the error detail and the conversion can be resubmitted individually.

Software Update function

The administrative utility that stages and applies Kinetic updates and hotfixes, backing up the database and requiring that no conflicting sessions or scheduled processes are active.

Pre-update prerequisites

Before applying an update, confirm a current database backup exists, no users are active in conflicting sessions, and no scheduled tasks are running, so the update cannot be interrupted mid-process.

Session Management use

It lists active sessions by user and workstation and lets an administrator terminate a hung or orphaned session; committed transactions from that session are not rolled back.

Killing a session

Terminating a session in Session Management releases the session lock and frees the user to log in again, but does not undo data the session already saved.

System Monitor statuses

Tasks in System Monitor report states such as Active, Completed, Error, and Canceled, along with submitter, task type, and timing, making it the first check for missing scheduled work.

System Monitor first check

When a scheduled process seems not to have run, System Monitor is checked first to see whether the task was submitted, is still active, or ended in error.

Smart Client

The installed desktop Kinetic client; it is downloaded and installed per workstation and should match the application server version to avoid compatibility problems.

Client Installer role

The Client Installer retrieves the correct client build from the application server, so workstations receive a client version aligned with the server rather than an arbitrary download.

Browser client access

Kinetic can be used through a supported browser without installing the Smart Client, which simplifies deployment but still requires compatible browser and server versions.

Client-server version alignment

The Kinetic client version must match the application server version; mismatches after an update typically require reinstalling or refreshing the client from the server.

Tools security groups

Administrative tools such as Conversion Workbench and Software Update are permission-gated, so a user must belong to the appropriate security group before those utilities can be opened.

Task Scheduler

The utility where recurring and one-time tasks are defined and submitted; submitted tasks then appear in System Monitor for status tracking.

Schedule sets

A schedule set defines recurrence for tasks; because tasks reference the set, editing the set changes the timing of every task that uses it.

Recurring task behavior

A recurring task resubmits itself according to its schedule set; if the schedule set is disabled or misconfigured, the task stops recurring without an error.

Task submitter field

System Monitor records who submitted each task, which lets administrators trace unexpected or failed processes back to the originating user or schedule.

Conversion vs software update

Software Update applies the new code and schema package; Conversion Workbench then runs the data conversions that bring existing records into line with the new schema.

Database backup before update

A verified database backup is taken before applying an update so the environment can be restored if the update or subsequent conversions fail.

Orphaned session

A session left active after a client crash or network drop; it holds a session record and can block the user from logging in until cleared in Session Management.

Session lock release

Clearing an orphaned session in Session Management frees the associated lock and lets the user authenticate again, without affecting committed data.

Task error status

An Error status in System Monitor means the task terminated abnormally; the task detail holds the message needed to diagnose and correct the cause before resubmission.

Task Canceled status

Canceled indicates the task was stopped before completion, either by an administrator or by system shutdown, and produced no final result.

Active task status

Active means the task is currently executing; a task stuck in Active for an unusually long time may indicate a hung process or a blocked resource.

Completed task status

Completed means the task finished normally; the task detail should still be reviewed when the process produces output that must be verified.

Client reinstall trigger

After a server update, workstations running an older Smart Client may fail to connect or behave incorrectly; reinstalling from the Client Installer resolves the mismatch.

Administrative tool access control

Access to tools utilities is granted through security maintenance, the same mechanism used for business functions, so tool permissions are auditable alongside other rights.

Conversion rerun scope

An individual conversion can be resubmitted from Conversion Workbench without rerunning the entire set, provided its dependencies have already completed successfully.

Update interruption risk

Interrupting Software Update mid-application can leave the environment inconsistent; the process should be allowed to finish and the backup used if it cannot.

Scheduled task visibility

Tasks created through the Task Scheduler are visible in System Monitor regardless of whether they were submitted manually or by recurrence, giving one place to audit activity.

Tools management scope

Kinetic Tools Management covers the administrative utilities for conversions, updates, sessions, task monitoring, and client deployment that keep a Kinetic environment healthy.