Table of Contents

Chapter 1: Startup Configurations

Configuration Settings File
Configuration File Location
Make a Copy of Default
Multiple Configuration Files
The Configuration Editor
Settings - The Complete List
Run Time Arguments
Run Time Arguments List
Chapter 2: Styling and Themes

1
2
2
2
2
2
6
14
16
19

User Maintenance

20

Load Style Theme

Runtime Stylist
Runtime Stylist - Primary Controls

20
22
23

Resources
Roles
Used By
Role Selection
Style Filter Management
Style Tracking
Theme Maintenance
Unload Style Theme

25
27
37
37
39
45
46
54

Case Study - New Button Theme

55

Chapter 3: Personalization

69

Personalize the Main Menu Interface

The View Menu
The Options Menu
Save Settings on Exit
The Favorites Bar
Personalize the Program Interface

70
70
72
74
75
79

Personalization Options Window

Personalize Sheet Layouts
Personalize Toolbars
Personalize Grids
Advanced Personalization Options

79
86
91
91
99

Personalize Sheet Properties

Modify Grid Properties
Import, Export, and Delete Personalizations

102
108
110

Chapter 4: Basic Customization

115

Customization Rights

116

Developer Mode
Select Customization
Launch Customization Mode

116
117
119

Disable Memory Caching

Customization Mode
Customization Tools Dialog

119
120
121

Custom Session Options

Top Most Mode
Grid Settings

123
123
123

Hide, Move, and Add Elements

Hide Elements
Move Elements

125
125
126

Add Elements
Save Options
Export Customizations

128
141
143

Chapter 5: Advanced Customization

145

Customizing Alternate Interfaces

Styling Specific Controls
Define the Control Style
Create the Control Style

146
149
150
151

Disable the Control Style

Non-Customizable Forms
Customization Form Wizards
Rule Wizard
Image Column Wizard
Form Event Wizard

154
155
156
156
169
176

Sheet Wizard
Event Wizard
Foreign Key Views
Script Editor
Script Editor Options
Script Editor Event Handlers
Event Sequence for Startup
Event Sequence for Shutdown

180
185
189
195
198
201
205
205

Script Editor Examples

Custom Object Explorer
Ul Objects
Data Objects

205
209
210
216

Adapters
Assembly Reference Manager
Customization Code Wizards
Custom XML Editor

219
220
221
232

ii

Chapter 6: Customization Utilities

237

Database Viewing Tools

238

Data Dictionary Viewer

Field Help

238
241

Dataset Relationships Tracker

Tracing Log
Global Customization Tools

242
243
245

Context Menu Maintenance

Custom Fields

245
251

Extended Property Maintenance

User Defined Table Maintenance
User Defined Codes Maintenance
Resource Editor
Deployment

253
256
258
260
264

Main Menu Deployment

Sub Program Deployment
Customization Management

264
267
272

Personalization Purge

272

Customization/Personalization Maintenance
Verify Customizations/Personalizations
Run and Modify a Customization/Personalization
Show Custom Data
Force Validation
Generate Web Forms
Customization Maintenance Log

273
276
279
281
284
285
287

Chapter 7: User-Defined Tables

289

Standalone User-Defined Tables

Parent/Child User-Defined Tables

290
302

Parent and Child EpiRetrieverCombos

302

Chapter 8: Localization

329

Country Group and Country Codes

Install Languages

330
330

Language Maintenance
Change Languages
Localization Layer
Translation Utility

334
343
345
351

User Account Maintenance

357

Chapter 9: Solution Management

361

User Maintenance

362

Define the .CAB File

Build the Solution
Create the Solution
Export the Solution Definition
Import the Solution Definition
Install the Solution

362
363
368
369
370
371

iii

iv

Introduction

The Epicor ICE 2.5 User Experience and Customization Guide provides an in-depth exploration of the interface tools available
within the Epicor ICE framework. It is intended for managers responsible for fine-tuning their departmental use of the Epicor 9
application and advanced users looking to modify the application interface for their specific needs.
This guide begins by exploring the various startup methods available within the configuration settings file. It then examines the
functionality for both styling the look of the interface and personalizing specific programs. The customization tools are thoroughly
documented through a series of chapters beginning with basic customization tools and then progressing on to managing
customizations and modifying user-defined tables. This guide concludes with chapters on localizing the application and building a
customized solution, tools which you need to fully leverage the Epicor application throughout your domestic and
international organization.
Use this guide as a starting point to learn about the available interface tools and as a reference for later use of these same tools.
This guide is a crucial resource for anyone who needs to leverage these tools for both managing and enhancing their
organization's unique business practices.