Overview

After successful installation, BRC Core requires initial configuration to enable its features. This guide covers the essential configuration steps for core functionality.

Feature Management Configuration

Feature Management controls which BRC Core features are available to different users and companies.

Access Feature Management

1. Search for “BRC Core Feature Management” (Alt+Q)
2. The page shows available features and their current conditions

Configure Default Conditions

The installation creates default conditions automatically:

• ALL USERS: Enables features for all users (condition code: “ALL USERS”)
• Current User: Enables features for the installing user

Create Custom Feature Conditions

To create targeted feature availability:

1. Open BRC Core Feature Conditions from Feature Management page
2. Create new condition:
   • Condition Code: Unique identifier (e.g., “ADMIN_USERS”)
   • Function Code: Select from available functions:
     • USER: User-based filtering
     • USERGROUP: User group-based filtering
     • COMPANY: Company-based filtering
   • Filter: Define the condition criteria

Example - Admin Users Only:

• Condition Code: ADMIN_USERS
• Function Code: USERGROUP
• Filter: <filter criteria for admin user group>

Assign Features to Conditions

1. Return to BRC Core Feature Management
2. Select a feature and assign condition codes
3. Features are only available when conditions are met

Background Monitor Configuration

The Background Monitor tracks job queue entries and handles error notifications.

Basic Setup

1. Open BRC Core BM Setup page
2. Configure core settings:

Email Notification Setup

For error notifications:

1. E-mail Error: Enter administrator email address
2. Disable mail in Monitor Job: Leave unchecked to enable notifications
3. Ensure SMTP is configured in Business Central

Monitoring Configuration

1. Action Categories: Define error response actions
2. Category Receivers: Assign notification recipients by category
3. Job Queue Monitoring: The system automatically monitors job queue entries

Currency Exchange Rate Configuration

Automate currency rate updates from external providers.

Enable Currency Rate Services

1. Open BRC Curr Exch. Rate Services page
2. Review available services:
   • European Central Bank (ECB)
   • Riksbank (Sweden)
   • Nationalbanken (Denmark)
   • Norges Bank (Norway)
   • Central Bank of Turkey
   • XE.com
   • Fixer.io

Configure Rate Update Setup

1. Navigate to Curr. Exch. Rate Update Setup (standard BC page)
2. Create update setup for each currency/provider combination
3. Configure:
   • Service URL: Select from available BRC services
   • Currency Filter: Specify currencies to update
   • Update Schedule: Define frequency via job queue

Currency-Specific Configuration

1. Open BRC Curr Exch. Rate Setup
2. Configure currency-specific settings:
   • Rate override options
   • Update schedules
   • Service priority

GDPR Management Configuration

Set up data anonymization and deletion capabilities.

Basic GDPR Setup

1. Open BRC Core GDPR Setup page
2. Configure anonymization settings:
   • Retention Policies: Define how long to keep customer data
   • Anonymization Rules: Specify fields to anonymize
   • Related Tables: Configure connected data handling

Related Field Configuration

1. Access BRC Core GDPR Related Fields page
2. Define fields that should be anonymized together
3. Configure cascade rules for related data

Testing GDPR Functionality

Important: Always test GDPR functionality in a test environment first.

1. Create test customer data
2. Run anonymization process
3. Verify results meet compliance requirements
4. Document process for audit purposes

Price Book Configuration

Configure automated price calculation and updates.

Price Book Setup

1. Access Price Book configuration pages
2. Define:
   • Price Books: Catalog of prices to maintain
   • Update Schedules: When prices should be recalculated
   • Calculation Rules: How prices are determined

Job Queue Integration

1. Set up job queue entries for automated price updates
2. Configure frequency based on business needs
3. Monitor job execution through Background Monitor

Admin Toolbox Configuration

The Admin Toolbox provides system diagnostic and management capabilities.

Accessing Admin Tools

1. Search for “BRC Admin Toolbox”
2. Available tools include:
   • System diagnostics
   • Record counting utilities
   • Administrative functions

Configure Diagnostic Monitoring

Set up regular system health checks using available diagnostic tools.

Job Queue User ID Configuration

Configure job queue entries to run with specific user context.

Setting Job Queue User IDs

1. Navigate to Job Queue Entries
2. For BRC Core job queue entries, use the BRC Core User ID field
3. This allows jobs to run with appropriate permissions

Security Considerations

• Assign appropriate user IDs based on job requirements
• Ensure job queue users have necessary permissions
• Monitor job execution through Background Monitor

Application Insights Configuration

BRC Core includes Application Insights integration for telemetry.

Telemetry Configuration

The app is pre-configured with:

• Instrumentation Key: bd3990ea-869d-43c4-aa17-34ec88949e0c
• Endpoint: swedencentral-0.in.applicationinsights.azure.com

No additional configuration required unless customizing telemetry.

Configuration Validation

Test Core Functionality

After configuration, validate:

1. Feature Management: Test feature availability for different users
2. Background Monitor: Create test job and verify monitoring
3. Currency Rates: Test rate update functionality
4. Permissions: Verify users have appropriate access

Monitor Configuration

1. Review BRC Core BM Action Entries for monitoring activity
2. Check job queue execution logs
3. Validate email notifications (if configured)

Configuration Best Practices

Security

• Use principle of least privilege for job queue user IDs
• Regularly review feature condition assignments
• Monitor access logs for unusual activity

Performance

• Adjust monitoring frequency based on system load
• Configure appropriate retry limits for job queue entries
• Monitor currency rate update performance

Maintenance

• Regularly review and update feature conditions
• Monitor Background Monitor performance
• Keep currency rate services updated

Next Steps

After completing initial configuration:

1. User Training: Review User Guide for operational procedures
2. Integration Setup: Configure integrations as needed
3. Ongoing Monitoring: Establish monitoring and maintenance procedures
4. Feature Rollout: Gradually enable features based on business readiness

Configuration Troubleshooting

For configuration issues, see the Troubleshooting section for common problems and solutions.