Encompass Technologies

Distributor FAQ on the paid Real Time Data Warehouse sync add-on in Encompass: setup, Snowflake Share, which tables stay on scheduled sync, failures, delays and cost. Enabled by Encompass Support.…

Real Time Data Warehouse FAQ

Distributor guide to the background scheduled task that adds table relationship constraints to your Snowflake data warehouse after seed data runs in Encompass; safe to ignore if it fails. Requires…

Scheduled Task: Add Constraint In Data Warehouse

Explains the CleanCacheTags scheduled task distributors see in Encompass: routine background cleanup of expired cache entries that needs no action and doesn't touch business data. v26.07+.

Scheduled Task: Clean Cache Tags

Explains the Delete_FieldAuditRecords scheduled task in Encompass and why old field change history disappears per Audit Retention Days, plus how distributors can keep custom field history longer. v26.07+.

Scheduled Task: Clean Up Delete Field Audit Records

Explains the Rebuild Tables scheduled task distributors see in Encompass: routine background refresh of table record counts and index info used to speed up reports. No action needed. v26.07+.

Scheduled Task: Rebuild Tables

Explains the daily Delete Old Records task in Encompass: why old records, field audit history and expired items get purged per retention settings, and why long runtimes are normal. v26.07+.

Scheduled Task: Delete Old Records

Explains the Recreate Reports Database scheduled task: automatic maintenance that clears report history, drops temp tables, rebuilds LineAggs, LoadSheet, Plans and Events, and refreshes AI report search. Requires v26.07+.

Scheduled Task: Recreate Reports Database

Distributor steps to build Encompass Cloud Functions (C# on AWS Lambda) with AI using Local Edit and VS Code with GitHub Copilot: compile, Push To Lambda, test. Needs API Edit…

How to vibe code Cloud Functions

Guide to creating a custom API Command in Encompass: define its purpose, set up API tokens and permission codes, build and test the logic, and fix errors like 401 Unauthorized.…

How to create an API Command

Admin guide to Table Triggers in Encompass: run Cloud Function code before or after records are added, edited, deleted or merged. Needs Cloud Function access and trigger permissions; v22.01+.

Table Triggers

Video only: overview of the Encompass API Dashboard and API code for distributors. No written steps. Requires v24.01+.

API Dashboard

Distributor/API builder steps for allowing external websites to call your Encompass API Commands (CORS) by adding API Origins to an Application. Needs Solution Authentications and API Edit permissions.

API Origins

Video only: how a distributor adds a location filter to an API command in Encompass. No written steps. Requires v24.01+.

API Command Location Filter

Internal support steps for troubleshooting when a distributor cannot access or load their Encompass site: reproduce, check connection, note the MySQL server, and escalate to DevOps. v24.01+.

Troubleshooting Site Accessibility Errors

Video walkthrough for adding parameters to custom API Commands in Encompass, with tips on restrictive inputs and JSON Schema validation. Requires v24.01+.

Add API Parameters

Video only: how to install an API Command in Encompass. Requires v24.03+.

Installing API Commands

Distributor admin steps for resetting a user's Orchestra (hosted SAP) remote desktop password on the ECP site via Orchestra Customer AD Users, plus password rules. Needs EmployeeEdit on ECP; v22.06+.

Resetting a User's Password (Orchestra SAP)

Distributor steps for creating API Tokens on an Application in Encompass so API Commands run without a logged-in user, plus token security tips. Needs API Edit and API Solution Admin…

API Tokens

Placeholder (no written content yet) for customer instructions on resetting an OBeer login password.

OBeer Password Reset Customer Instructions

Distributor reference for Encompass API policies: when unused API Commands are auto-deactivated (210/760 days) and deleted, plus API Token security and timeout/processing limit rules. v22.01+.

API Policies

Distributor FAQ on Encompass server versions: monthly major and nightly minor releases, upgrade timing and waves on the Manage Upgrade dashboard, mobile app updates and release notes. Requires v23.06+.

Understanding Encompass Server Versions

Steps for resetting a user's Orchestra SAP remote desktop (RDP) password on the ECP site via Orchestra Customer AD Users, with password rules. Needs ECP login with EmployeeEdit and v22.06+.

Distributor admin steps for activating, deactivating or deleting an Orchestra (Active Directory) user in Encompass by changing the user's Status; inactive users keep their info but lose access. Requires v22.06+.

Activate, Deactivate, and Delete Orchestra AD User

Distributor info on requesting an Encompass test database: a free standard one for up to 1 month or a permanent one for $400/month, both requested through a support task and…

Test Databases

Admin steps for creating an Orchestra (SAP) user in the Orchestra Customer AD Users table: adds the user to Active Directory, Cloud Control Center and the SAP database, and assigns…

Create New Orchestra User

Explains how Encompass API usage is priced and billed: $0.01 per compute second with a $200 monthly minimum, billed to the API token owner, plus tips to cut costs. Requires…

API Pricing

Distributor steps for checking why Encompass is slow: view page performance (server time, browser render, internet speed) and troubleshoot slowness or the No Internet Connection pop-up. Requires v23.01+.

Page Performance, System Slowness

Distributor or developer steps for looking up an API Command's details, parameters and an example URL on the API Commands Look Up tab in Encompass. Requires v22.06+.

API Command Lookup

Developer overview of the Encompass API: API Commands, tokens via API certification, endpoint URL format, data formats, rate limits and $0.01/second processing cost. Requires v22.07+.

API Overview

Distributor guide to Quick Links in Encompass: share a table, report or dashboard with a temporary encrypted URL, set expiration and login rules, and extend a link. Requires v22.08+.

Understanding Quick Links

Bailey Naas-Thornton

DevOps

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