Technical Prerequisites

Most EFP customers connect using a REST connection. For other options see Server Connections below.

Any of the following browsers in the latest version

All the following prerequisites need to be met to install the Advanced Excel client add-in.

Microsoft Excel 2013 or later
- 32 or 64 bit version.
- Microsoft Excel must be license activated (trial license is too limited).
- Microsoft Excel must be installed with one of the following additional options:
  - Office Shared Features / Visual Basic for Applications
  - Microsoft Excel / Add-ins / Power View
Minimum physical memory available to Excel
- 4 GB RAM (32-bit) (small report sizes)
- 8-16 GB RAM (64-bit) (large report sizes)
Windows 8 or later
Basic requirements for Micrsoft office can be found here:
http://technet.microsoft.com/en-us/library/ee624351(v=office.15)

EFP supports all Epicor ERP releases in “Active” support stage as defined by Epicor.
- Note: As of 2020-08-10, the oldest version on Active support is 10.2.300.
For possible support of an Epicor ERP version in Enhanced Sustaining, or Sustaining – contact DSPanel.
- Note: No version earlier than 10.1.600 can be used with REST Connect.

All Epicor ERP (E10, E11) versions are supported.
Microsoft SQL prerequisites
- SQL Azure Data Sync Agent - see prerequisites here: https://www.microsoft.com/en-us/download/details.aspx?id=27693
- No earlier versions than Microsoft SQL 2008 R2

EFP supports all Epicor P21 releases with P21 Middleware installed.
- P21 Middleware needs to be version 2020.2.4214 or higher.
- Microsoft ASP.NET core 3.1.9 installed on P21 middleware server.

Microsoft SQL prerequisites
- SQL Azure Data Sync Agent - see prerequisites here: https://www.microsoft.com/en-us/download/details.aspx?id=27693
- No earlier versions than Microsoft SQL 2008 R2

Microsoft SQL prerequisites
- SQL Azure Data Sync Agent - see prerequisites here: https://www.microsoft.com/en-us/download/details.aspx?id=27693
- No earlier versions than Microsoft SQL 2008 R2