7.1.1. EPC Settings

This module allows administrators to synchronize various object types (including processes, organizational units, assets, and documents) with EPC, ensuring data in the BCM application remains consistent and up-to-date.

Using the Module:

Prerequisite: Configure the Connection between DBP and EPC

Before initiating synchronization, administrators must establish a connection to EPC by completing the following steps:

1. Access DBP Settings
   • Click on Facilities in the menu bar.
   • From the dropdown menu, select Settings.
2. Configure the Connection
   • Under the Server-Wide tab, locate the Connection to EPC section.
     • Provide the following information:
       • Base URL: Enter the base address of the EPC server where data is stored.
       • Administrator Credentials: Enter the EPC administrator’s username and password for authentication.
     • Click Test to verify the connection. If successful, the Default Environment dropdown will populate with the available EPC environments.
       • Default Environment: Select the EPC environment from which data will be retrieved.
   • Click Save to finalize and apply the configuration.
   
   

Once the connection is established, administrators can synchronize data using one of two methods:

1. Full Synchronization

• Click Sync All to synchronize all object types (e.g., processes, documents, assets) with EPC.
• The module will process the data, updating the application accordingly.
• Upon completion, the Last Synced On field will display the timestamp of the latest synchronization.

2. Targeted Synchronization

• To synchronize specific object types, click the corresponding Sync button (e.g., Sync Processes, Sync Assets).
• This will update only the dropdown menu options related to the selected object type.
• The Last Sync field for that object type will display the timestamp of the latest update.

!For the initial synchronization, a full synchronization is required to retrieve all available data from EPC. This step activates the individual Sync buttons, allowing administrators to perform targeted updates thereafter.