Accessing your EPAK materials from within VISUAL

EPAK (Enterprise Performance Accelerator Kit) is a great tool for rapidly developing your system documentation.  The application captures screenshots and keystrokes and creates your training material as you move along within the application at hand.  It really facilitates the process of developing and maintaining your company's reference material.  It's an Infor product but it's not "tied" to VISUAL - meaning you can use it on any of your company's applications

I'm assuming you already have EPAK - so you know all the great stuff it has to offer. 

I'm here to show how you can seamlessly integrate your EPAK reference material within the VISUAL interface.

There are numerous ways that you can do it - one way is to add a TOOLBAR icon that directly accesses the topic in EPAK relating to the VISUAL window the user is in.

Let's say I want quick access to the company's online visual aid of the "Sales Order Entry Process" when a user is in the CUSTOMER ORDER ENTRY window. 

Simple enough... 

Couple of things you need to do prior to setting this up:

  • First, for this example, you need to have created the Standalone Topic File of the "Sales Order Entry Process" - which is done through EPAK's publishing function.
  • Second, you need to enable the UserToolBar setting  - this can be done through the PREFERENCES MAINTENANCE window in VISUAL.

Now here are the final steps to complete the task (for this example):

  1. Select TOOLBAR MAINTENANCE from the Admin menu


  2. Insert a new ToolBar item with the following entries.  These entries are particular to my example - so change values where necessary:

    Program Name: Customer Order Entry
    Toolbar ID: EPAK
    Position: 1
    Bitmap: {File location of bitmap icon to use in the toolbar}
    Tool Tip: EPAK Material
    Execute Cmd: "C:\Program Files (x86)\Infor\EPAK Developer 11Single User\StartOdtpc.exe" "C:\Infor\VISUAL Enterprise\VISUAL Manufacturing\EPAK\SalesOrderEntryProcess.odtpc"

    *** NOTE ***
    The command line needs to include both the EPAK player application and the standalone topic file.

    Infor ERP VISUAL - Toolbar Maintenance

  3. Save Changes and exit the Maintain User Toolbar window.

  4. Bring up the Customer Order Entry Window.  You should now see a NEW toolbar icon for EPAK.

    Infor ERP VISUAL - Toolbar EPAK

  5. Now the user can refer to the EPAK material relating to the Sales Order Entry Process - In this case the "Do It!" player mode.


Not to shabby.



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Rich Ferlatte
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