Exact Synergy Enterprise

How-to: Setting up client endpoints for Exact Lightweight Integration Server (ELIS)

Introduction

This document describes the way to configure a product or client for Exact Lightweight Integration Server (ELIS). The supported actions are adding, editing, and removing a product or client.

Scope

This document describes the following:

Installing a product or client in ELIS.
Editing and removing a product or client.
Dealing with different scenarios that occur during editing or deleting a client.

Prerequisites

ELIS management console
Endpoint package (Exact Synergy Enterprise and Exact Globe+)

Installing products

To install a product, go to Products, and then click Add on the ELIS management console. The following screen will be displayed:

At Directory, click Select file to select the endpoint package.

Click Save.

Once the package is installed, the main navigation tree will be updated and the installed package will be added in the Products screen.

Removing products

To remove a product, click Remove, and then click OK.

Installing endpoints

Note: The user credentials must be defined if you are using Service management or Central Master Data Management (CMDM).

Installing Exact Synergy Enterprise

To set up the Exact Synergy Enterprise client endpoint, select Exact Synergy Enterprise under the Products category in the ELIS management console, and the following screen will be displayed:

After selecting the required tenant at Tenant, click Add to add the new endpoint. The following screen will be displayed:

Use the scrollbar to view all the fields in this screen.

Define the following fields:

Tenant - The selected tenant is displayed. This field cannot be edited.
Product - The product selected from the tree view is displayed. This field cannot be edited.
Name - Type the name of the client product.
Address - Type the web address of Exact Synergy Enterprise based on the “http(s)://<servername>/<virtual directory name>” format.
Create request - Select this check box to review an alert for the request created in Exact Synergy Enterprise.
Only for messages originated from Synergy - Select this check box to receive an alert only for the messages originating from Exact Synergy Enterprise.
Requests ID - Type the ID of the request type used for the alert of the request created in Exact Synergy Enterprise. This field is mandatory if the Create request check box is selected
Authentication mode - Select Windows Authentication, Basic Authentication, or Microsoft Entra ID Authentication. Depending on the authentication mode selected, different information will be required based on the following:

Microsoft Entra ID Information section
The information in this section is required only if Microsoft Entra ID Authentication is selected at Authentication mode.
- Authority — Type the identity authority from your federated identity configuration for Microsoft Entra ID. For more information, see How-to: Retrieving information for Microsoft Entra ID.
- Resource — Type the application ID URI of your federated identity configuration for Microsoft Entra ID. For more information, see How-to: Retrieving information for Microsoft Entra ID.
- Client ID — Type the client ID from your federated identity configuration for Microsoft Entra ID. For more information, see How-to: Retrieving information for Microsoft Entra ID.
Domain - Type the name of the domain to which the user belongs. This user must be an administrator in Exact Synergy Enterprise.
Username - Type the user’s username.
Password - Type the user’s password. If the user's password has been changed for the Exact services, you have to delete and create the configurations so that the new password will be active for the configurations.
Alert settings - Click the icon to define the email address (use the “;” separator if there is more than one email address). An email will be sent to the email address(es) once the synchronization fails. This will only work if the connection to the SMTP server has been configured.

Click Connect in the Add new client screen to check whether the selected endpoint is valid. If the endpoint is valid, the product version and word “Connected” will be displayed. Click Save to save the endpoint in the server. For example:

Note: You cannot save the endpoint if it is invalid.

The created endpoint will be displayed in the main screen.

Installing Exact Globe+

To set up the Exact Globe+ client endpoint, select Exact Globe+ under the Products category in the ELIS management console, and the following screen will be displayed:

After selecting the required tenant at Tenant, click Add to add the new endpoint. The following screen will be displayed:

Use the scrollbar to view all the fields in this screen.

Define the following fields:

Tenant - The selected tenant is displayed. This field cannot be edited.
Product - The product selected from the tree view is displayed. This field cannot be edited.
Name - Type the name of the client product.
Address - Type the web address of Exact Globe+ based on the “http(s)://<servername>/<virtual directory name>” format.
SQL server - Type the name of the SQL server where the Exact Globe+ database of the client endpoint is stored.
Database name - Type the name of the Exact Globe+ database to which you want to connect.
Authentication mode — Select Windows Authentication or Microsoft Entra ID Authentication. Depending on the authentication mode selected, the following information must be defined in the following sections:

Microsoft Entra ID information section
The information in this section is required only if Microsoft Entra ID Authentication is defined at Authentication mode.
- Authority — Type the identity authority from your federated identity configuration for Microsoft Entra ID. For more information, see How-to: Retrieving information for Microsoft Entra ID.
- Resource — Type the App ID URI of your federated identity configuration for Microsoft Entra ID. For more information, see How-to: Retrieving information for Microsoft Entra ID.
- Client ID — Type the client ID from your federated identity configuration for Microsoft Entra ID. For more information, see How-to: Retrieving information for Microsoft Entra ID.
Domain - Type the name of the domain to which the user belongs. This user must be an administrator in Exact Synergy Enterprise.
Username - Type the user’s username.
Password - Type the user’s password. If the user's password has been changed for the Exact services, you have to delete and create the configurations so that the new password will be active for the configurations.
Alert settings - Click the icon to define the email address (use the “;” separator if there is more than one email address). An email will be sent to the email address(es) once the synchronization fails. This will only work if the connection to the SMTP server has been configured.

Note: You cannot save the endpoint if it is invalid.

The created endpoint will be displayed in the main screen.

Editing endpoints

Open the product to be edited in the ELIS management console.

Click Edit. The following screen will be displayed:

Note: If any there is an activation linked to the endpoint, the Address, Database server name, and Database name fields cannot be edited until the activation is removed. The Database server name and Database name fields are only available for the Exact Globe+ endpoint product.

Removing endpoints

To remove an endpoint, open the product to be edited in the ELIS management console, and then click Remove. After that, click Yes to proceed with the removal of the endpoint.

Note: If the endpoint is no longer valid, the following confirmation message will be displayed. If you click Yes, only the endpoint in the server will be removed while the records will still be in the client database. Use the repair tool to remove the records from the client database.