MySQL/Compass Connection Configuration

What is this?

Epicor stores that use the Compass data warehouse connect Margin Master to a MySQL database to import POS inventory and sales data. This screen configures the MySQL connection credentials and import behavior. Once configured and verified, Margin Master can pull store data directly from the Compass MySQL server instead of using FTP file imports.

Who is this for?

• Epicor hardware stores using the Compass data warehouse for inventory management
• Support staff setting up or troubleshooting MySQL connections for Epicor customers

Prerequisites

Before configuring Margin Master, the Epicor Eagle server must be set up to allow connections. If this is a new store setup, see Epicor Eagle: Enabling Margin Master Access first.

Opening / Accessing

1. From the main menu, select Options
2. Navigate to the Epicor tab under POS / Connections, and check Connect via MySQL / Compass

The Epicor tab is only visible when the store's POS system is set to Epicor. The MySQL connection settings appear once Connect via MySQL / Compass is checked; otherwise the direct Epicor FTP connection is shown.

MySQL Connection

These fields define how Margin Master connects to your Compass MySQL server.

1. Connect via MySQL / Compass - checked.
2. MySQL Connection - Server, Port, Database, Username, Password, Auth/SSL and Prime Vendor.
3. Compass Options.
4. Test & Save Connection / Troubleshoot Connection...
5. Restore from Cloud... / Reset to Defaults.
6. Open Store Manager...

Compass Options

Save & Test Connection

Click Test & Save Connection to save your settings and verify the MySQL connection.

What happens when you click Save & Test:

1. All connection credentials and options are saved immediately
2. If Use MySql/Compass is unchecked, settings are saved without testing
3. If Use MySql/Compass is checked, Margin Master attempts to connect to the MySQL server
4. On success, a green Verified indicator appears and a success message is shown
5. On failure, the Use MySql/Compass flag is automatically turned off and an error message displays the connection problem

Settings are always saved before testing. If the test fails, your credentials are preserved for next time -- only the "Use MySql/Compass" flag is turned off.

Troubleshoot Connection

When a connection won't work — especially the recurring Epicor case where it's unclear why — click Troubleshoot Connection… (next to Test & Save). Unlike Test & Save, which stops at the first problem, the troubleshooter runs every check and shows a pass/warn/fail checklist, each with a specific fix. It saves the on-screen settings first, then runs:

When it finishes, click Copy Report to put the full results on the clipboard — paste them into a support ticket so the exact diagnosis travels with your request.

Slow connection = timeouts. If the troubleshooter reports a VPN/remote path or high latency, that is usually why imports time out. The most reliable fix is to run Margin Master on a PC on the same local network as the Eagle server, rather than over a VPN or Remote Desktop. Enabling Use Streaming Import and importing during off-peak hours also help.

Scan for MySQL Servers

If you don't know the server's address, click the magnifying-glass button next to the Server field to scan the local network. The scan probes each host on your subnet across the common MySQL ports and, for every open port, attempts a real MySQL handshake — so results clearly distinguish a confirmed MySQL server (with its version, and whether your credentials work) from a port that merely happens to be open. A progress bar shows how far the scan has reached. Double-click a discovered server (or select it and click Use Selected Server) to fill in the Server field.

A network scan only finds servers on your local network. A remotely-hosted server (e.g. Epicor Hosted/Cloud Eagle) won't appear — use the exact host and port Epicor provided.

Tips

• Verify that the MySQL server is reachable from the store's network before configuring
• The default credentials (dbread / port 3306 / database EAGLEDW) work for most standard Compass installations
• Use the Prime Vendor field to limit imports to specific vendors if the store only carries products from certain suppliers
• The Export Raw Data option is helpful when troubleshooting import issues -- it captures exactly what Margin Master receives from the MySQL server

Common Questions

Q: Why can't I see the MySQL connection settings? A: They live on the Epicor tab, which only appears when the store's POS system is set to Epicor (check your store configuration under Options > Store Information), and the MySQL settings show only when Connect via MySQL / Compass is checked. Unchecked, the tab shows the direct Epicor FTP connection instead.

Q: The connection test failed. What should I check? A: Verify that: (1) the server IP address is correct and reachable, (2) the port is open and not blocked by a firewall, (3) the username and password are correct, (4) the database name matches your Compass installation.

Q: What is the difference between MySql Import Manager and the standard import? A: The MySql Import Manager is a newer import pipeline. Both connect to the same Compass MySQL database, but the Import Manager uses an optimized process. Your Margin Master representative can advise which option is best for your store.

Q: When should I use Average Cost? A: Most stores use replacement cost (the default). Average cost may be preferred if your accounting system tracks inventory at average cost rather than last-received cost. Consult your accountant or Margin Master support if unsure.