Search for answers or browse our knowledge base.
Epicor ECM (DocStar) Update – Mosaic’s Customer Upgrade Process
This article provides a detailed outline of Mosaic’s upgrade process to ensure a seamless transition for our valued customers. For upgrade scheduling and inquiries, please refer to the “Contact Information” section below.
Customers Upgrading to v25.2 or higher Important Notification
System Requirements for This Upgrade
To install this Epicor ECM update, your environment must meet the following minimum platform requirements:
- Windows Server 2019 or later
- SQL Server 2017 or later
If your system is currently running older or unsupported versions of Windows Server or SQL Server, the ECM upgrade cannot be completed until the underlying platform is updated.
Customers currently running ECM or IDC on unsupported operating systems or SQL Server versions should contact Mosaic to review available upgrade paths. Options may include:
- Migrating to a new on-premise server
- Performing an in-place server upgrade (when supported)
- Migrating to the Epicor ECM Cloud platform
If you are unsure which versions your environment is currently running, our technical team can assist in confirming this for you.
Planning Your Upgrade – Cloud Migration Option
Many customers use major ECM update cycles as an opportunity to evaluate moving their ECM environment to the Epicor ECM Cloud platform.
Epicor continues to invest heavily in the cloud platform, and new AI-powered features and future innovations are being released exclusively to cloud deployments.
Mosaic currently offers migration programs for customers moving from on-premise ECM environments to the cloud, making this an ideal time to evaluate a transition.
Common benefits customers experience after moving to the cloud include:
- Reduced infrastructure and server maintenance
- Built-in platform updates and patch management
- Increased scalability and reliability
- Access to new AI-driven ECM capabilities
For a full overview of the migration workflow, see the following article:
Cloud Migration Process Documentation:
On-Premise to Cloud Migration Process – Mosaic Corp KnowlegeBase
Why Move to SaaS?
Moving to the Epicor ECM Cloud provides several long-term advantages:
Always Up to Date
Automatically receive the latest features, platform updates, and security enhancements.
Enhanced Security
Benefit from Epicor’s SOC 2 Type II compliant cloud infrastructure for strong data protection and compliance.
Reduced IT Costs
Eliminate hardware refresh cycles and reduce ongoing server maintenance and infrastructure expenses.
Scalability & Reliability
Scale system resources as your organization grows while benefiting from high availability and improved uptime.
Focus on Your Business
Offload system maintenance and infrastructure management so your team can focus on business priorities.
The Future is SaaS
Epicor’s long-term development roadmap continues to prioritize cloud innovation, AI functionality, and SaaS platform enhancements.
Want to Learn More?
Watch the overview video below to learn more about the benefits of moving to the Epicor ECM Cloud platform.
Important Note for Version Support
Please be aware that builds 23.x and older are currently in sustaining support. Upgrading to the latest version is highly recommended to benefit from the latest features and security enhancements.
Upgrade Process
Customer IT Team Actions
- Full Application Server and Database Backups
- It is highly recommended that your IT team conducts a full backup of the Application Server and Database before the scheduled upgrade.
- Server Access Assistance
- Your assistance in providing server access may be required.
Mosaic Actions
- Epicor ECM (DocStar) Application Services Offline
- The Epicor ECM (DocStar) Application Services will be temporarily taken offline.
- Downtime Expectation
- Anticipate approximately two hour of downtime. Please note that this is an estimated duration and may vary.
- 23.2.84 Update Execution
- The update will be executed during this period.
- System Verification
- We will verify the System Index, Retrieval, Distributed Queue, and Client Connectivity to ensure the update is successful.
- Notification of Completion
- Once the update and verification steps have been successfully completed, we will promptly notify you.
Client Upgrade Documentation
- Client Installation Video
- Multi-Client Deployment Documentation
Availability for Upgrades
- Mon-Fri 8am-5pm EST
- Standard upgrades are performed at no charge for customers with a current SoftCare Agreement.
- After-hours/Weekends
- Upgrades outside of regular hours will incur a nominal rate of $95.00/Hr. This represents the difference between our standard hourly service rate ($190) and after-hours rate ($285). Please note that these rates are subject to change. Upgrades typically require two hours or less.
Contact Information
For upgrade scheduling, questions, or concerns regarding this process, please reach out to Mosaic Support through the following channels:
- Email: [email protected]
- Knowledge Base: kb.mosaiccorp.com
Note: The information provided in this document is subject to change.
Related Documents
On-Premise to Cloud Migration Process – Mosaic Corp KnowlegeBase