# Kinetic Configuration Required

The following section details the configuration dependencies within Epicor Kinetic. Because ERM is connected directly to the Epicor Kinetic backend, completion of these steps is essential for a successful deployment.

{% stepper %}
{% step %}

## Step 1: Deploy ERM Web Application

**Actioned by:** BISCIT Product Team

The BISCIT product team will provide you with a URL to your pilot and production ERM instance or deployment configured to talk to the relevant EPICOR environment
{% endstep %}

{% step %}

## Step 2: Setup Schema in Kinetic <a href="#step-2-download-cabs" id="step-2-download-cabs"></a>

**Actioned by:** BISCIT Product Team

The BISCIT product team will deploy ERM CAB files in your EPICOR pilot environment initially. On go live, this will be the same for production.

{% hint style="info" %}
Application pool recycles and data model regenerations are required to complete this step.
{% endhint %}
{% endstep %}

{% step %}

## Step 3: Install Business and Functional CABs <a href="#step-4-install-business-and-functional-cabs" id="step-4-install-business-and-functional-cabs"></a>

**Actioned by:** BISCIT Product Team

The BISCIT product team will install some minor CABs, including BAQ, reports and BPMs.
{% endstep %}

{% step %}

## Step 4: Install SSRS Reports <a href="#step-5-install-ssrs-reports" id="step-5-install-ssrs-reports"></a>

**Owner:** Product Consultant&#x20;

1. Request SSRS Reports to be updated to customer specs&#x20;
2. Install BISC\_RMS\_Reports
   {% endstep %}

{% step %}

## Step 5: Configure ERM Login <a href="#step-6-log-into-rms" id="step-6-log-into-rms"></a>

**Owner:** Product Consultant and BISICT Product Team

1. Ensure the users in Kinetic has Allow V1 APIs enabled
2. Authentication options. See options below:

### Authentication Options for ERM

ERM supports two primary methods of integration for user authentication, depending on the configuration of Kinetic.

#### 1. Basic Authentication (Username & Password) <a href="#id-1.-basic-authentication-username-and-password" id="id-1.-basic-authentication-username-and-password"></a>

> If Kinetic supports Basic Authentication, users can log in to ERM using their existing username and password.

See here for steps: [<mark style="color:$primary;">RMS Login</mark>](https://app.gitbook.com/o/Ahnq5FWIxn9X9tsNkSHm/s/FuMjREj8WHcxhf8dRWZN/~/changes/10/installation/what-is-needed-to-login-and-how-to-login)

#### 2. SSO or Identity Provider (IdP) Authentication <a href="#id-2.-sso-or-identify-provider-idp-authentication" id="id-2.-sso-or-identify-provider-idp-authentication"></a>

> If Kinetic uses SSO or an Identity Provider, direct login with credentials is now supported. In this case, ERM must be embedded within Kinetic’s Home Page.

See here for steps: [Integrated Authentication via Kinetic Home Page](https://app.gitbook.com/o/Ahnq5FWIxn9X9tsNkSHm/s/FuMjREj8WHcxhf8dRWZN/~/changes/10/installation/integrated-authentication-via-kinetic-home-page)  <br>
{% endstep %}

{% step %}

## Step 6: ERM Setup <a href="#step-7-rms-setup" id="step-7-rms-setup"></a>

**Owner:** Product Consultant

1. Setup `Format Mask`
2. Setup `Hire Periods`
3. Setup `Price Groups`
4. Setup `Misc Charges`
5. Setup `Price Lists`
6. Setup `Customers`
   {% endstep %}
   {% endstepper %}


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