RPA gives businesses the option to use Exact Synergy in combination with other software solutions, which previously would be out of reach. RPA is white labelled by Exact as Exact RPA and both are using the same software and have the same features.

These three parts of RPA will help bringing Exact Synergy closer to your ERP or other productive software applications used in your organization, giving you the ability to share, interact and automate on your data.

This add-on provides 170 extra free fields on the project card.

The first part of Share in RPA is the Integrator allowing master data to sync between Synergy and other ERP, CRM, Marketing automation, e-Commerce sites and other type of business software which could be supported by RPA integration framework.

With the RPA Integrator, we eliminate the problems associated with syncing multiple “islands of automation” in your business. The RPA Integrator enables you to fully utilize the power of Exact Synergy in combination with other software investments that you have made for your business.

For software solutions that are supported RPA comes with an out of the box integration to key master files. However, the integration framework is built up in such a way it is fully configurable and controllable within Exact Synergy by the Synergy administrator.

The integration has the option to define your entities you want to integrate. These entities can be mapped to the corresponding Exact Synergy entities. Once the entities are mapped, fields and values can be mapped. The direction of the sync is also flexible and can be determined by entity and even on field level.

Exact Synergy also can be used as a integration tool where data is sent directly from one software solution to another where data is not stored in Exact Synergy.

The second part of the RPA share component is the View builder. The View Builder allows businesses to show data from the other software applications in Exact Synergy via lists and interact on those lists. Exact Synergy lists can be shown and used in workspaces, on master data maintenance pages (i.e. customers, suppliers, items, etc.), in a new section or via the monitor section of a maintenance page, in a workflow request and can even be used in search browser/lookups for selection of data.

For the supported software applications in RPA, each software comes which some basic views that can immediately be used upon deployment. Additional views can be built by consultants, power users or the IT department to get the specific data from ERP and other business applications to show in your Exact Synergy. With basic SQL syntax knowledge, you will be able to create your own view and configure how the view will look like in Exact Synergy. The SQL syntax can be used for on-premises applications as well as cloud software applications using OData via respective REST APIs (i.e. Exact Globe, Exact Online, MYOB Advanced and Salesforce).

With RPA views, you will be able to share your ERP data with the rest of the organization and supply chain (i.e., customers, suppliers and resellers) who typically do not have direct access to your ERP application.

In order to automate traditional ERP transactions, RPA enhances Exact Synergy with the Business Rules Engine. With various features to the engine, one nice feature includes the option to create, update and delete data in your ERP application directly from Exact Synergy based on actions in Exact Synergy or based on actions in your ERP solution. The rules can be configured by a consultant, a power user or IT administrator and do not need complicated coding.

Next to the actions create, update and delete additional validation can be added in Exact Synergy to your workflow, account, project and other entities.

There are infinite possibilities on how the business rules engine could be used (and is already used by existing customers) but some examples are:

• A workflow in Exact Synergy is initiated to develop a new product; once the product is reviewed and approved, this product will automatically be created in the ERP once the workflow is approved.

• A workflow in Exact Synergy is initiated for a purchase request. Once approved, this request automatically creates a purchase order in the ERP.

• A workflow in Exact Synergy initiates a sales request which upon approval, creates a sales order in the ERP.

• Once a sales order is created in the ERP, RPA automatically creates a request for follow-up in Exact Synergy.

• A purchase order is created in your ERP where an approval request is created in Exact Synergy. An approval request is capable of handling more complicated business rules to decide who should approve the purchase order. Once the workflow request is approved, RPA automatically approves the purchase order in the ERP

With the Business Rules Engine, it will allow businesses to use the power of the Exact Synergy workflow in and around the creation of transactions in your ERP.

This section explains how to use the JsonParser function in RPA View Builder to parse JSON data within your views. Here is a refined and clear version of your instructions, with improved structure and flow suitable for documentation or user guidance:

• Go to: RPA > Setup > Templates > Rules: Import
• Select Setup > Templates > Rules: Import
• Choose the file you want to import
• Click Open to add the file for import
• Click the Import button to upload the file
• The file will now appear on the Import Result list
• Click the link for your imported rules file
• When the rule form opens, click the description of the file

On 001 GetTaskRequest:
Make sure the condition label is correct, then follow these steps:

1. Type the desired condition. For example : This condition matches a request to its ultimate parent record.
   Click the Validate button until the message “No errors found” appears
2. Click the Save button
3. Click on the file 001 GetJsonData to expand the data

On 001 GetJsonData:
Ensure the condition label is also correct, then follow these steps:

1. Type the desired condition. For example, match the requestID to the request you want to update and retrieve the request whose requestType equals 1 (Checked Task)
   Click the Validate button until the message “No errors found” appears
2. Click the Save button
3. Make sure the request formula is already filled with the correct condition

On 001 UpdateRequest:
Ensure the condition label is also correct, then follow these steps:

1. Type the desired condition. For example, we want to get the Parent.DATA and stock quantity from Click the Validate button until the message “No errors found” appears
2. Make sure the request formula is already filled with the correct condition
3. Click the Save button

• When all configurations are complete:
• Return to the RPA Modules
• Go To Modules > Workflow
• Report > Search
• Click the Show button
• Click the Request that you made
• Now, it is already filled with the remark you requested
• Next, Go to Reports > Rules > Log
• Click the Show button to display the list of columns
• Click the Search icon to expand the detailed data
• The files in the Request Log will display the same values as those in the SQL database
• You should now see that the values are correct and match the data in the SQL database as shown by Value = 2, itemCode = "BEK0004", and stockQuantity = 2

Add RPA, Rules Engine and System Plus to Synergy modules.

In the preference, enable the RPA, Rules Engine and System Plus modules, so the modules will show up in the modules list. Under the RPA menu, there are Under the RPA menu, there are three submenus Entri, Reports and Setup.

Depending on the integration, view builder or rules engine work that need to be done look at the specific connection on how to setup the connection.
The connection is used in all three features. For the integration after two connections are setup, we would link these two connections which will give us a ‘Connection: Link’.

The ‘main connection’ would be the connection we would link the other connection to which we would call the ‘linked connection’. Normally Exact Synergy would be used as the ‘linked connection’ and the other business software solution would be the ‘main connection’. Same would apply for the setup of the entities which is done after the connection, Exact Synergy would be ‘linked entity’ and the other business software solution would be the ‘main entity’ or just ‘entity’. There is no restriction on which connection can be linked to which connection. So, we can link Exact Globe to Exact Synergy, Exact Globe to Salesforce, Exact Online to Exact Synergy or Exact Online to Exact Globe, Incoming mail to Exact Synergy etc.

This means that RPA integration also can be used as a pure integration framework to sync the data between two other software solutions supported by RPA, without storing any data in Exact Synergy (other than in the Data Link table and in the log and pending table).

Make sure the RPA module is added via the preferences.

Setup > Connection > Provider open the provider and check the active checkbox. For the provider list see ‘Suporter applications’

To write data to Synergy, the REST API for Synergy is used. The Exact Synergy connection will be linked to the related connection for the integration.

If the API page isn’t shown the mapping handler svc may not be available in IIS.

The Exact Synergy Social provider is used to interact with Synergy Social Collaboration (timeline). In batch/version 75 (Installer after 1st December 2021) of RPA/RPA this is introduced and allows for using Social in RPA/RPA in views. Next release would also allow for creating/updating posts in the social time line and add comments.

The Exact Globe connection will make use of the back office connection in System > Setup > Back office > Back office connection.

In the example error message below the API: Uri is not correct

Before setting up the connection with Exact Online create a new app on the app center for the Exact Online administration you want to make a connection to Login to the Exact Online App Store with the credentials of the Exact Online administration you want to connect to.

Click on ‘Register an app’ choose a name can be ‘Exact RPA’ and set the Redirect URI to your Synergy environment which must be https and pointing to the GLMSysCIOAuth.aspx for example: https://yoursynergy/docs/GLMSysCIOAuth.aspx After the app is registered you can get the Client ID and Client secret which are needed in making the connection to Exact Online from Exact RPA. In Synergy create a new connection for Exact Online and copy the Client ID and the Client secret from the created app.

The default Endpoint name is ‘Default’. For the integration we will also set up our own Web Service Endpoint to expose the Cost center entity which is not exposed in the default Web Service Endpoints.

The connection for SAP B1 and SAP B1 HANA is making use of the DI API. For the DI API to connect the following information is required

<leaf kind="single" name="LicenseServer" type="String">
<value>SERVER:30000</value>
</leaf>
<leaf kind="single" name="LogBO" type="String">
<value>N</value>
</leaf>
<leaf kind="single" name="LicenseServerProtocol" type="String">
<value>CORBA</value>
</leaf>
<leaf kind="single" name="SLDAddress" type="String">
<value>SERVER:40000</value>
</leaf>

After all information is filled up click Connect, this will pop up the OAuth screen, to allow the Exact Synergy app to connect to Salesforce. Fill in your credentials. After you are connected you can test the connection via the ‘Test connection’ button. This will do a user query on Salesforce to make sure the Salesforce connection works.

On October 1, 2022, Microsoft announced that the Basic Authentication has been disabled. To allow Email Incoming for Office 365 to use modern authentication (OAuth), we need to change the Email Incoming provider, follow the steps below:

Register application To use modern authentication (OAuth), the Email Incoming needs a Client ID, Client Secret and Tenant ID. To get that information, follow the steps below.

1. Follow the instructions in Register an application with Microsoft identity platform to create a new application.
2. When prompted to add a Redirect URI, enter:
   http://{synergy_url}/docs/GLMSysCIOAuth.aspx (Non-Public URL).
3. Record the Client Secret value for use in the RPA connection.

Configure the Provider and the Connection of Email Incoming in the RPA

1. Go to Modules > RPA > Setup > Connection > Provider
2. Click the Email Incoming provider to change the property
3. Update the following fields:

• REST Type: Select OData.
• OData Version: Select V4.
• Authorization Request: Enter https://login.microsoftonline.com/{tenantID}/oauth2/v2.0/authorize.
• Access Token Request: Enter https://login.microsoftonline.com/{tenantID}/oauth2/v2.0/token.
• Visible Field Connection Type: Select Visible.
• Visible Field Username: Select Visible.
• Visible Field Password: Select Not Visible.
• Visible Field API URI: Select Visible.
• Visible Field End Point Name: Select Visible.
• Visible Field End Point Version: Select Visible.
• Visible Field Port: Select Not Visible.
• Visible Field Client ID: Select Visible.
• Visible Field Client Secret: Select Visible.
• Visible Field Tenant ID: Select Visible.

4. Click Save.

Configure the Email Incoming Connection

1. Navigate to Modules > RPA > Setup > Connection > Connection.
2. If the connection doesn’t exist, click New. Otherwise, select the Email Incoming connection to edit.
3. Update the following fields:

• Software: Select Email Incoming.
• Type: Select OAuth.
• API:Uri: Enter https://graph.microsoft.com/.
• EndPoint Name: Enter v1.0.
• EndPoint Version: Enter me.
• Incoming Email: Enter outlook.office365.com.
• Active: Tick the checkbox.
• Client ID: Enter the Client ID from the app registration.
• Client Secret: Enter the recorded Client Secret.
• Tenant ID: Enter the Tenant ID from the app registration.
• Scope: Enter openid offline_access https://graph.microsoft.com/Mail.Read https://graph.microsoft.com/Mail.Send https://graph.microsoft.com/Mail.Read.Shared.

4. Click Save.
5. Select the Email Incoming connection.
6. Click Connect.
7. Sign in with your Office 365 account.

This configuration enables Email Incoming to use OAuth for secure authentication with Microsoft Graph API.

The SQL provider is using a direct SQL connection to the database to connect. The SQL provider can also connect to other database engine, like MYSQL, ORACLE etc. by using ODBC Connection.

The Macola 10 API provider is using the Macola 10 Rest web services (where Macola 10 provider is using the repository business components).

For the Proquro API there are currently two versions v1 and v2 both can be used and will have a difference in setting up the connection. The mapping template in the folder Templates\Proquro has 1 mapping making use of v1 for creating the budgets in Proquro from Exact Globe and 1 mapping template making use of v2 for creating supplier from Proquro to Exact Globe.

The Facebook provider is available in batch/version 75 (Installer after 1st December 2021) of RPA/RPA and allows for using Facebook API in RPA/RPA views. Next release would also allow for creating/updating Facebook messaging API. For Facebook you have to different type of connections, one is connection for the user and one is the connection for a specific Facebook page. Both will have their own connection. The page can be access after the user is authenticated and access token is set for the page.

• Click “Create App” to make a new account

• When create app select the app type could be ‘Business’ or ‘None’

• Fill in the app name and contact email, and select business account if available.

• Select the product to use, for example messenger to use the messenger API

• Then in the settings under Basic your ClientID (App ID) and Client Secret can be copied to the Facebook connection.

  Facebook (Page)

  Section titled “Facebook (Page)”

• For the created APP on your Facebook developer account also add the pages that you want to access.

• Once the page is added you can generate an access token for the page. Fill in this access token in your Facebook connection.

• The connection can be created by first making a copy of the connection made for the user.

  RPA Connection Fields (Facebook Page)

  SoftwareChoose Facebook Page as Software

  TypeFor type use OAuth

  API UriCurrent latest version of the API is v12.0 https://graph.facebook.com/v12.0/@CompanyNumber The @CompanyNumber will be replaced by the company number which is entered, which is the Facebook page id. You can see the Facebook page ID’s from the FacebookAccounts RPA/RPA view (once the Facebook (user) connection is created and the Facebook views are imported via the Templates\Facebook folder.

  Client IDCopied from the Facebook user connection

  Client SecretCopied from the Facebook user connection

  CodeCode to identify the Facebook page, can be left empty.

  NumberNumber to identify the Facebook page id, need to be filled in

  NameName to identify the Facebook page name, can be left empty.

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  HubSpot

  Section titled “HubSpot”

  Starting November 30, 2022, HubSpot API Keys will no longer be able to be used as an authentication method to access HubSpot APIs. In Addition, starting July 15, 2022, accounts without a HubSpot API Key already generated will no longer be able to create one.

  HubSpot(*with API Key)

  Section titled “HubSpot(*with API Key)”

  

  RPA Connection Fields (HubSpot)

  SoftwareChoose HubSpot as Software

  TypeChoose type API key

  API UriTUse https://api.hubapi.com

  Endpoint nameLeave endpoint name empty

  Endpoint versionEndpoint version is v3

  API KeyGet the API key from you HubSpot account, go to the profile & preferences and in the settings Account Settings / Integrations / API Key. From here you can generate the API Key.

  NumberThis is your HubSpot account number and can be found in the Url of the application or when checking the profile and preferences.

  CodeCan be left empty

  NameYour HubSpot company name

• API Key Get the API key from you HubSpot account, go to the profile & preferences and in the settings Account Settings / Integrations / API Key. From here you can generate the API Key.

• Number This is your HubSpot account number and can be found in the Url of the application or when checking the profile and preferences.

  HubSpot (*with OAuth)

  Section titled “HubSpot (*with OAuth)”

• Create App Developer Account The first thing you need to do is create App Developer Account. You can create the account in https://app.hubspot.com/signup-hubspot/developers. After you create the App navigate to Apps in the main navigation bar. Click the Auth tab to view your client ID and client secret, as well as the app’s assigned scopes. You’ll need this information when initiating an OAuth connection between your app and HubSpot.

• Also you need to add the Redirect URL(http://*servername/*virtualdirectory/docs/GLMSysCIOAuth.aspx) and Scopes as you can see the example below:

  

  RPA Connection Fields (HubSpot OAuth)

  SoftwareSelect HubSpot as Software

  TypeChoose type OAuth

  API UriUse https://api.hubapi.com

  Application UriUse https://app.hubspot.com/

  ClientIDCan be found in your developer app setting.

  ClientSecretCan be found in your developer app setting

  ScopesCan be found in your developer app setting

  Endpoint nameLeave endpoint name empty

  Endpoint versionEndpoint version is v3

  API KeyLeave the API Key empty

  NumberThis is your HubSpot account number and can be found in the Url of the application or when checking the profile and preferences.

  CodeCan be left empty

  NameYour HubSpot company name

  File Provider

  Section titled “File Provider”

  Starting January 2023, the File Provider will allow to read, create, update, delete files. Additionally, it will be able to read from and write data to Excel, CSV and XML files.

  ---

  File (Local Folder/Path)

  Section titled “File (Local Folder/Path)”

  

  ---

  File (FTP)

  Section titled “File (FTP)”

  

• You must input the Username and Password.

  ---

  File (Network folder)

  Section titled “File (Network folder)”

  

• How to use File in Rules, you must register the entities and you can find in the Module/RPA/Setup/Integration/Entities.

• How to register entities for Excel, CSV, XML files.

• When you want to put the excel, csv and xml files data, you must ensure you specify the start row correctly. The systems will then check the data based on the row number. Please refer to the red highlights for more information.

  ---

  Azure DevOps

  Section titled “Azure DevOps”

  There are two alternative ways to access Azure DevOps APIs, by using OAuth or Personal Access Token as an authentication method. follow the steps below: Register OAuth Application To use modern authentication (OAuth), for accessing Azure DevOps API will needs a Client ID, Client Secret & scope. To get that information, follow the steps below.

• Register OAuth application with login into Azure DevOps https://dev.azure.com/ then go to User Settings and menu Authorizations and navigate to “click here” to create Authorized OAuth Apps.

• Input the mandatory field & Enter https://{synergy_url}/docs/GLMSysCIOAuth.aspx for Authorization callback URL field & checked for Work Items (full)

• After success created, then copy the detail information of ClientID, Client Secret & Scope

• Record the Client ID, Client Secret & Scope value for use in the RPA connection

To get that information, follow the steps below.

• Please login to Azure Devops https://dev.azure.com/ then go to menu Personal Access Token and navigate to “New Token”.

• Please fill mandatory field, Select Organization & Checked the Work Items (Read, write & manage) and then after success created, Please copy the token.

• Record the Personal Access Token value for use in the RPA connection

  Configure the Connection of Azure DevOps in the RPA

  Section titled “Configure the Connection of Azure DevOps in the RPA”

  Azure Devops Connection (* with OAuth)

  Section titled “Azure Devops Connection (* with OAuth)”
  • Under Software, select Azure DevOps
  • Under Type, select OAuth
  • Enter https://dev.azure.com for the API:Uri field
  • Enter _apis/projects for the EndPoint Name field
  • Enter api-version=7.2-preview.3 for the EndPoint Version field
  • Tick the Active checkbox
  • Enter the Client ID from app registration to the Client ID field
  • Enter the recorded Client Secret to the Client Secret field
  • Enter the Scope from app registration to the Scope field
  • Select use token type “Access Token”
  • Enter MicrosoftDocs/vsts-rest-api-specs/refs/heads/master/specification/wit/7.2/workItemTracking.json as Swagger Filename (if entity shows an error, let it empty)
  • Enter Azure DevOps Organization for the Company Name field
  • Click the Save button
  • Click the Connect button, and follow the steps until it shows “RPA: Connect”

  Azure Devops Connection (*with Personal Access Token)

  Section titled “Azure Devops Connection (*with Personal Access Token)”
  • Under Software, select Azure DevOps
  • Under Type, select Bearer
  • Enter https://dev.azure.com for the API:Uri field
  • Enter _apis/projects for the EndPoint Name field
  • Enter api-version=7.2-preview.3 for the EndPoint Version field
  • Tick the Active checkbox
  • Enter the Scope from app registration to the Scope field
  • Select use token type “Personal Access Token”
  • Enter the recorded Personal Access Token (from Azure DevOps) to the Personal Access Token field
  • Enter MicrosoftDocs/vsts-rest-api-specs/refs/heads/master/specification/wit/7.2/workItemTracking.json as Swagger Filename (if entity shows an error, let it empty)
  • Enter Azure DevOps Organization for the Company Name field
  • Click the Save button
  • Click the Connect button

  ---

  Setup Integration

  Section titled “Setup Integration”

  Setup the connection link

  Section titled “Setup the connection link”

  A link between two connections is required for the integration. This way the integration knows which main connection is linked to which linked connection. As there could be multiple connections. The connection link is used in the integration mapping. Add the bottom of the connection maintenance, click the add button to add the connection which should be linked.

  

  ---

  Import mapping

  Section titled “Import mapping”

  For the software solutions supported by RPA, and when applicable, a default mapping xml file would be available in the respective Templates folder. In the templates folder open the software solution folder you want to integrate with and in the folder look for the [ProviderName]EntityMappings.xml. This file would be for an integration between the software solution and Exact Synergy. The file can be imported from RPA/Integration/Setup: Templates/Import For Exact Globe and Exact Synergy there is already an integration available via ELIS. There could be scenarios where additional integration is needed or limited integration is needed then the RPA integration framework could be used. There is some basic default mapping available which can be imported from the Templates\Exact Globe folder. Look for the ExactGlobeEntityMapings.xml.

  

  Import Select the option Entity mappings

  Connection: Link Select the Connection link required for the entity mappings. This connection link will be used instead of the connection link in the xml file and the connection linked to the entities.

  New: Mapping In case the mapping already exists, this will still create a new mapping.

  Delete: Mapping In case mapping already exists, the existing mapping will be deleted.

  ---

  Insert ‘dummy’ record into Data Link table

  Section titled “Insert ‘dummy’ record into Data Link table”

  Via Modules > RPA > Reports > Integration > Data Link, dummy records can be inserted into the Data Link able. The Data Link table is used to store the link between to two mapped connections and any data that is synced. The key from records on both sides is stored here together with the modified date of the record. The modified date information is used to check which data should be imported (linked: connection to main connection)/exported (main connection to linked connection).
  When no record is available yet for a specific entity mapping, all data will be imported and exported. This is the reason before start if not all data need to be transferred to insert a dummy record so that only data that is changed after the time the dummy record is inserted will be imported/exported. When the Insert dummy records is clicked it will insert a record with the current data and time as modified timestamp for both modified dates (the import and export side).

  Columns RPA Data Link

  EntityThe entity related to the main connection.

  Link : EntityThe entity related to the linked connection.

  Connection LinkThe connection link, when multiple connections are linked, there will also be a data link for each connection link.

  Value Key Code / Value Key Number / Value Key GuidDepending on the key data type setup in the entity the corresponding column will be used to store the key value.

  Link Value Key Code / Link Value Key Number / Link Value Key GuidDepending on the key data type setup in the link: entity the corresponding column will be used to store the key value.

  Last Modified DateThis would be the modified date of the main connection record

  Link Last Modified DateThis would be the modified date of the linked connection record

  Setup background jobs for import and export

  Section titled “Setup background jobs for import and export”

  Once the default mapping is imported the background jobs can be setup to start the syncing of data. There are two batch files available in the setup/installer. The batch files make use of the Exact.Process.exe to run the import and export logic. The direction of the import is from main connection point of view. Export would mean send data from the main connection to the linked connection. Import would mean send data from the linked connection to the main connection.

  1. GLMSysRPAExport.cmd
  Replace the virtual directory Synergy with the actual virtual directory
  set virtualdirectory=Synergy
  set exactprocess="%~dp0Exact.Process.exe"
  
  %exactprocess% /DBCONFIG:%virtualdirectory% /ASSEMBLY:GLMSys.CI.Jobs /CLASS:ProcessBase /Direction:E
  
  
  2.  GLMSysRPAImport.cmd
  Replace the virtual directory Synergy with the actual virtual directory set virtualdirectory=Synergy set exactprocess="%~dp0Exact.Process.exe"
  %exactprocess% /DBCONFIG:%virtualdirectory% /ASSEMBLY:GLMSys.CI.Jobs /CLASS:ProcessBase /Direction:I

  In the cmd file there is a virtual directory, change this directory to your Exact Synergy virtual directory from where Exact Synergy is running. Create a task schedule in the windows task scheduler or a SQL job for these command files. Which will start the export and import of data on a schedule. These jobs can be setup the same way other standard Exact Synergy jobs are setup.

  The background jobs support the following parameters, syntax is /[Parameter name]:[value] :

  Parameter Name	Description	Value(s)
  Direction	Direction of the sync	I: Import 1: Import E: Export 0: Export
  ProviderName	Name of the provider for which the import should run. Used when linked to multiple software.	ExactGlobe, ExactSynergy, Salesforce, ExactOnline, …
  ID	Specific ID for data to export or import
  PendingID	ID for the pending record to import or export
  ToEntityName	Name of the entity where the data will be written to	Entity name of the linked connection
  FromEntityName	Name of the entity where the data will be written from	Entity name of the main connection
  SkipPending	Determines whether to retry records in the pending list	0: Include retry of pending records 1: Exclude/Skip retry of pending records
  FromLastModifiedDate	Date to re-import or re-export records. When set, it overrides the DataLink table’s last modified record. Note: Remove this parameter after re-import/re-export to avoid always starting from this date.	yyyy-mm-dd (e.g., 2020-10-30) or yyyy-mm-dd-hh.mm (e.g., 2020-10-30-8.15)

  Example command line file import for accounts, contact and addresses and skip any record which are in the pending list.

  ::Replace the virtual directory Synergy with the actual virtual directory set virtualdirectory=Synergy
  set exactprocess="%~dp0Exact.Process.exe"
  
  %exactprocess% /DBCONFIG:%virtualdirectory% /ASSEMBLY:GLMSys.CI.Jobs /CLASS:ProcessBase /Direction:I /FromEntityName:Account /SkipPending:1
  %exactprocess% /DBCONFIG:%virtualdirectory% /ASSEMBLY:GLMSys.CI.Jobs
  /CLASS:ProcessBase /Direction:I /FromEntityName:ContactPerson /SkipPending:1
  %exactprocess% /DBCONFIG:%virtualdirectory% /ASSEMBLY:GLMSys.CI.Jobs /CLASS:ProcessBase /Direction:I /FromEntityName:Addresses /SkipPending:1

  ---

  Setup background job for truncate integration log and rules log

  Section titled “Setup background job for truncate integration log and rules log”

  The integration and rules have logging capabilities which can help out in troubleshooting any issues. To control the size of the log, log records can be deleted after a x number of days using the Log job.

  In the settings Modules > RPA > Setup > Setting > Settings setting the number of days can be set for the Integration and Rules Engine log

  To run the truncate of the log a sql job or scheduled task can be set up with the following parameters for the Exact.Process.exe

  [Synergy location]\BIN\Exact.Process.exe /DBCONFIG:[Virtual Directory] /ASSEMBLY:GLMSys.CI.Jobs /CLASS:Log

  ---

  Setup view builder

  Section titled “Setup view builder”

  Import view

  Section titled “Import view”

  Via Modules > RPA > Setup > Templates > Import the standard available views can be imported. The views can be imported via the Templates folder and each software will have some standard views which can be imported. The views xml will have the following name [ProviderName]Views.xml. The file can be imported from Modules > RPA > Setup > Templates > Importt. Keep the default selection ‘Views’ to import the views.

  ---

  Installation application starter

  Section titled “Installation application starter”

  Exact Globe

  Section titled “Exact Globe”

  From Exact Synergy it is possible to start an Exact Globe application, this could be a maintenance application, list or entry application. To make use of this a separate installation need to be done on the user PC in the Exact Globe folder. In the RPA installer Templates\Exact Globe folder there is ExactGlobeSpawner.zip.

  Project plus has 2 feature :

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  Macola

  Section titled “Macola”

  

  After the import the views will be available in Modules > Reports > Views >List

  

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  Setup business rules engine

  Section titled “Setup business rules engine”

  Back office setup: Exact Globe

  Section titled “Back office setup: Exact Globe”

  When in Exact Globe actions like saving of data, authorizing, unauthorizing and other processing action are performed by the user the rules engine in Synergy will be called so that rules can be executed, and validation message or actions can be triggered. To enable this in Exact Globe the Exact Synergy Enterprise URL needs to be set in the Rules settings.

  The rules engine also has a template for PO approval, one additional option given is, after a purchase order is created or a purchase order is unauthorized the user has the option to select a specific person to be assigned based on the current actors of a workflow. Select System > General > Settings

  Click Rules Settings, Enter URL in Exact Synergy Enterprise URL, select the backoffice action you want to use in the rules engine In Exact Synergy for extra validation or actions. If the Rules Setting page can’t be open or got an error message, run the GLMSysRulesRegisterCOMEntity.cmd in the bin folder of Exact Globe Installation folder.

  ---

  Setup email

  Section titled “Setup email”

  Setup email exchange/SMTP settings

  Section titled “Setup email exchange/SMTP settings”

  To be able to send email from the Rules Engine and to send out any error notification email when a scheduled rule fails, the email Exchange or SMTP settings need to be set.

  This is done via Modules > RPA > Setup > Email or Modules > System Plus > Setup > General > Settings.

  Email Settings

  ServerThe email server used to send messages. Example (SMTP one.com): send.one.com

  PortThe port used to send email

  User nameYour email address for SMTP authentication

  PasswordThe password for the email account or username

  DomainYour domain name

  Email fromThe sender address. Note: With Gmail or Outlook Live, the actual sender will be the username email

  Enabled SSLEnable secure communication (SSL/TLS)

  URL InternalYour internal Synergy URL, used by Workflow Plus email notifications after approve, realize, process, or reject

  URL ExternalYour external Synergy URL, used by Workflow Plus email notifications after approve, realize, process, or reject

  Email via jobSend emails via a background job if direct sending is delayed

  Test emailThe address to send a test email to

  Setup email office 365

  Section titled “Setup email office 365”

  Email Connection Select the email connection that has been set up in RPA Connection.

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  Setup email Gmail (Sign in with app password)

  Section titled “Setup email Gmail (Sign in with app password)”

  Create a Gmail Application-Specific Password

  To generate an app-specific password for Gmail:

  1. Go to your Google Account.
  2. Select Security.
  3. Under Signing in to Google, select 2-Step Verification.
  4. At the bottom of the page, select App passwords.
  5. Enter a name that helps you remember where you’ll use the app password.
  6. Select Generate.
  7. Follow the on-screen instructions to enter the app password.
     The app password is the 16-character code that generates on your device.
  8. Select Done.

  ---

  Setup send error email to

  Section titled “Setup send error email to”

  For any erros happening in the Rules Engine when the rule is scheduled an email can be sent out for the errors that are happening. Go to Modules > RPA > Setup > Setting > Rules and set the email where any error should be sent to

  ---

  Import rules

  Section titled “Import rules”

  Examples rules can be imported from the Templates[Software solution] and Examples folder. Look for any file which have Rules included in the name. The rules can be imported from Modules > RPA > Templates > Rules:Import or from Rules > Setup > XML > Import.
  After the Rules are imported, they can be seen in the RPA/Interaction/Search/Rules. Select the Division and/or the Connection for which the rules should be imported. File Xml Select the file to be imported.

  Import (button) Import will import the xml with the rules.

  Check XML (button) The check xml is used to see which divisions and connections are used in the xml. After check, any division and connection used will need to be mapped to the available division and connection in Exact Synergy.

  

  ---

  Maintain and configure

  Section titled “Maintain and configure”

  Integration

  Section titled “Integration”

  The default mappings for the integration are already imported as part of the setup. But any additional integration requirement can be setup by the following 5 steps:

  Section titled “”

  After these 5 steps the export and/or import can be started. The integration result is all captured in the log and pending list.

  Create new entity for the main connection

  Section titled “Create new entity for the main connection”

  Via RPA > Setup > Integration > Entities, a new entity can be created.

  For this example, we create a new enity for warehouse

  

  Field	Description
  Connection	Select the connection to be used for this entity, once the connection is selected the Service URI list will automatically be populated with available entities for the selected connection.
  Service URI	All available entities for the selected connection, select the entity which need to be used in the integration.
  Name	Name of the entity automatically filled after the entity is selected.
  Parent: Entity	The parent entity can be used to use fields in the mapping which are stored at the parent record for this entity.
  Reference entity field	The reference/link field between the parent entity and this entity. The field in the entity which is the value of the parent key.
  Action	Available actions create, read, update and/or delete for this entity. Not always every entity has all the options available. Some could be read only. This all depends on the API.
  Sequence no.	The sequence no. given to this entity this will determine the order in which the data is displayed. This will help in determining which records should be import exported first. The order of the import/export will be determined by the sequence no. in the entity mapping.
  Key entity field	Select the key field for the entity. This key field will be stored in Exact Synergy in the Data Link table together with the related/linked record for the software which is integrated to The list of available fields is automatically populated based on the selected entity in the service URI field.
  Available fields list	Automatically populated based on the selected entity in the Service URI field.
  Key entity field 2	Select the key entity field 2 in case more than 1 key is used.
  Last modified entity field	Modified date field, this field is used to keep track of the changes on the data. The last modified date is also stored in the Data Link table and is used to import or export only the latest changes.
  Last modified entity field 2	Some software solutions split the date and time into two different fields. This would be the time field (SAP B1).
  Created entity field	Some software solutions (SAP B1) will only set the modified date when data is changed not when the data is created.
  Created entity field 2	Some software solutions (SAP B1) will only set the modified date when data is changed not when the data is created and have the date and time into two different fields.
  Row Version Field	Some software solutions (Epicor) don’t use a date field to indicate a change in the record, they make use of a row version field. Which is also a specific type in SQL.
  Description/Name	Description/Name field of the entity, this will be used so that a view can be built automatically to look up data for these entities.
  Custom/Extra/Modify entity fields	For some software solutions and their entities, it is possible to retrieve additional fields which are not exposed directly via the entity (and therefore don’t show up as an entity field to be selected as a key field or modified field). Any fields added here will then automatically be added to the list of available fields of this entity. The syntax to get a field which is not exposed as field by the entity but is available as field is: [field name],[Type]; Example (Salesforce): ContentDocument.Title,String; ContentDocument.Description,String; Example (Exact Globe): Custom/site.LastModifiedDateTime,DateTime;
  Custom field syntax	[field name],[Type]; e.g., Salesforce: ContentDocument.Title,String; ContentDocument.Description,String; Exact Globe: Custom/site.LastModifiedDateTime,DateTime.
  SQL	The SQL information filled in here will be used to get the last modified records directly via SQL (if SQL is available) by passing the API. Some API (example SAP B1) don’t have an option via the API to query the data. The API can only be used to create, update or delete the data. By setting the table information and the related key and modified fields the query can be constructed to retrieve the data.
  Table name	Table name related to the entity.
  Key column name	Key of the table should be the column where the key of the entity is linked to.
  Key column name 2	Last modified column, which is the second part of the modified column, the time part of the modified date.
  Last modified column name	Column with the created date
  Last modified column name 2	Column with the created time
  Created column name	Column that stores the created date.
  Created column name 2	Column that stores the created time.
  Application Page name	The page to maintain / view the record for this entity. Applicable for browser based applications. Application which can be opened directly from Exact Synergy also can be added here (Exact Globe, Macola or Epicor).
  Page parameter key	URL parameter for opening the record. In the log and pending list this information is used to open the record directly when this information is set.
  Some parameters can be used here to get information from the connection:

  Some parameters can be used here to get information from the connection:

  Parameter	Description
  @CompanyCode	Will be replaced by the company code set at the connection
  @CompanyNumber	Will be replaced by the company number set at the connection
  @CompanyName	Will be replaced by the company name set at the connection

  Syntax (Exact Globe) CompanyID=@CompanyCode&ScreenId=[ScreenId]&[KeyParameter]

  Example (Exact Globe) CompanyID=@CompanyCode&ScreenId=IN204000&SiteCD

  Result (Exact Globe) CompanyID=12345&ScreenId=IN204000&SiteCD

  Example (Exact Online) docs/CRMAccountCard.aspx?Division=@CompanyNumber

  Result (Exact Online) docs/CRMAccountCard.aspx?Division=12345

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  Create new entity for linked connection

  Section titled “Create new entity for linked connection”

  The entity created for the main connection will need the linked connection equivalent entity.

  Once the related entity is created these two entities can be linked in the entity mapping.

  ---

  Map/link entities

  Section titled “Map/link entities”

  Via RPA > Setup > Integration > Mapping , a new entity mapping can be created or maintained.  In the entity mapping the main connection entity and the linked connection entity will be linked together.

  Connection: Link The linked between the main connection and linked connection. There could be more than 1 connection link in case multiple divisions are used. Once the Connection: Link is selected the entity and linked entity which need to be mapped can be selected.

  Entity (main software name) Select the main entity to map

  Entity (linked software name) Select the linked entity to map

  Sequence number Sequence number to decide in which order the import/export for the entity mapping should be executed. To make sure when fields which have dependencies on other entities, that these entities are synced first.

  Export Which option to enable for the export: Create, Update and/or Delete. Export is data from main connection to linked connection.

  Export: Direct By default, a background job is used to handle the export, this option Export: Direct will export data once the data is saved. This is only possible where the providers have the option to send a ‘push notification’ when data is changed.

  This could be enabled for example for Exact Online, Salesforce and Acumatica

  Export: Filter Any filter to be applied for the export of data. This would be the filter that would be applied on Exact Globe data before the export is done.

  The syntax is SQL syntax and will automatically be converted to the syntax supported by the provider, which could be SQL, OData or any propriety format. For providers which support OData, OData syntax is also supported (for example Exact Online).

  Example (Exact Globe, Warehouse, exclude blocked warehouses) Blocked = False

  Example (Salesforce, Account, account of type prospect modified after a certain date) LastModifiedDate >= 2019-01-01T00:00:00+00:00 AND Type = ‘Prospect’

  Example (Salesforce, Creditor/Debtor custom object, only debtor creditor from a specific financial administration)

  RecordTypeId = '0124H000000h8uFQAQ'
  AND byner__Financial_administration__c = '@LinkConnectionCompanyDescription'
  AND byner__Debtor_Creditor_number__c <> ''
  AND byner__Current_account_IBAN__c <> ''

  Example (Exact Online, Division, only division same as the connection) Code = @ConnectionCompanyNumber or

  Code eq @ConnectionCompanyNumber

  Example (Exact Online, CRM/Accounts, only get active accounts)

  StartDate le datetime’@TODAY’ and (EndDate ge datetime’@TODAY’ or EndDate eq null) and (Status eq ‘S’ or Status eq ‘P’ or Status eq ‘C’)

  As seen in the Exact Online example parameters are supported based on information in the connection.

  The following parameters are available

  Parameter	Description
  @CompanyCode	Will be replaced by the company code set at the connection where the data is originating from. Based on the direction set for ProcessBase job.
  @CompanyNumber	Will be replaced by the company number set at the connection where the data is originating from. Based on the direction set for ProcessBase job.
  @ConnectionCompanyCode	Will be replaced by the company code set at the main connection. The main connection is where the connection link is setup.
  @ConnectionCompanyNumber	Will be replaced by the company number set at the main connection.
  @ConnectionCompanyDescription	Will be replaced by the company description set at the main connection.
  @LinkConnectionCompanyCode	Will be replaced by the company code set at the linked connection. Normally this would be the Exact Synergy connection.
  @LinkConnectionCompanyNumber	Will be replaced by the company number set at the linked connection.
  @LinkConnectionCompanyDescription	Will be replaced by the company description set at the linked connection.
  @TODAY	Will be replaced by today’s date.

  Import Which option to enable for the import: Create, Update and/or Delete. Import is the data flow from linked connection to main connection.

  Import: Filter Any filter to be applied for the import of data into the main connection. This would be the filter that would be applied on the linked connection data before the import is done.

  The syntax is SQL syntax and will automatically be converted to the syntax supported by the provider, which could be SQL, OData or any propriety format. Example (Exact Synergy, Resource, only type of employees which are active) ResourceType = ‘E’ AND Status = ‘A’

  Example (Exact Synergy, Account, only accounts of type supplier): CustomerType = ‘S’

  Example (Exact Synergy, Document, prepare for download) PrepareDownload = true

  Example (Exact Globe, Account, only customers and suppliers), use brackets when or is used: (CustomerType eq ‘S’ or CustomerType eq ‘C’)

  Import: Direct By default, a background job is used to handle the import, this option Import: Direct will import data once the data is saved in the linked connection (if the connection support notification, for an Exact Synergy connection this is possible).

  In case a connection is made between Salesforce and Exact Globe, where Exact Synergy is not used to store the data. It will depend on which is the ‘linked’ connection.

  The Import: Direct will also only work if the provider has an option to send a ‘push notification’ upon change of data.

  Field mapping (button) Opens the field mappings for this entity mapping, also can be opened from the entity mapping list.

  Connection Link Mappings It is possible that multiple divisions in Exact Synergy are linked to multiple Exact Globe, Exact Online or other software administrations. For each Exact Synergy division, a connection is setup and also for each Exact Globe, Exact Online or other administration a connection is setup. Each matching connection will be linked and can be selected in the Connection Link Mappings.

  By linking the connection link here, the mapping only needs to be done once. This would only be applicable if all the settings and field mappings would be exactly the same. In case there are different requirements between divisions a new entity mapping need be set up specifically for that connection link.

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  Map fields

  Section titled “Map fields”

  Once the entity mapping is done the field mapping can be done.

  Open the field mapping via the list of entity mappings or via the entity mapping by clicking on the hyperlink in the ‘Field: mappings’ column.

  The field mapping has the following columns which can be used in the mapping

  Fields Fields available in the main entity

  Link: Fields List of fields available in the linked entity

  Key In case an alternative key is needed to look for data, a combination of field mappings can be selected.

  Example looking for the description / name of the warehouse. So, the code maybe different but once the name is found using the key it will map these two records. Another example would be for address to have a combined key for account, contact and address type.

  Export return value This option can return a value after the record is created or updated. One example would be the debtor code generated in Exact Globe which would be returned to Salesforce.

  Values (button) The values button will become visible after the field mapping is saved and allows to map values or add a transformation query. This will be described in ‘map field values’.

  Reference List of all available entity mappings. When for example for the item entity there is a warehouse field then the entity mapping warehouse can be used as reference. The code will then automatically be converted to the Exact Globe code or Exact Synergy code. Another example would be managing field which would have the reference resource, the resource value would than automatically be converted to the correct value.

  Fixed: value When data is a fixed value, the value can be entered here. There are also parameters available in the integration which can be used. The fixed value is the value which will go into Exact Globe when the import is running.

  Parameter	Description
  @NEWID	Will generate a new GUID as value.
  @Today	Will set today date as value.
  @Division	Will use the division of the user which is running the job.
  @ConnectionCompanyCode	Will be replaced by the company code set at the connection.
  @ConnectionCompanyNumber	Will be replaced by the company number set at the connection.
  @ConnectionSoftwareID	Will be replaced by the software ID of the connection.
  @FromConnectionCompanyCode	Will be replaced by the company code from the connection where the data is coming from.
  @FromConnectionCompanyNumber	Will be replaced by the company number from the connection where the data is coming from.
  @FromConnectionSoftwareID	Will be replaced by the software ID from the connection where the data is coming from.
  @ToConnectionCompanyCode	Will be replaced by the company code from the connection where the data is sent to.
  @ToConnectionCompanyNumber	Will be replaced by the company number from the connection where the data is sent to.
  @ToConnectionSoftwareID	Will be replaced by the software ID from the connection where the data is sent to.

  Link Fixed: value When data is a fixed value, the value can be entered here. There are also parameters available in the integration which can be used. The fixed value is the value which will be used for the Exact Synergy field when export is done.

  The parameters that can be used are the same parameters which are available as for the Fixed: Value.

  Sequence no. This will be used in combination with the value mapping. The value mapping query will allow to make use of other fields from the field mapping (by using @fieldname). The sequence no. will determine the order in which the field values are retrieved and formatted. In that case if other fields are used in the formatting query these field can be retrieved first.

  Allow export create Determines if the field value should be set when data is exported to Exact Synergy and the data doesn’t exists yet in Exact Synergy.

  Allow export update Determines if the field value should be updated when data is exported to Exact Synergy and data exists in Exact Synergy.

  Allow import create Determines if the field value should be set when data is imported into Exact Globe and the data doesn’t exists yet in Exact Globe.

  Allow import update Determines if the field value should be set when data is imported into Exact Globe and the data exists in Exact Globe.

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  Map fields values

  Section titled “Map fields values”

  The map field values can be opened from the field mapping Values button.

  Mapping field values or using the query is used when the data need to be converted.
  For example, when in one system Blocked field is passed on as value ‘Blocked’, but in the other system the data needs to be only the letter ‘B’. The value mapping can then be used to map these two. Map the value ‘Blocked’ against the value ‘B’. The other option is to write a formatting query which can be executed on SQL or as a query for that connection to get the correct value.

  For example, for a resource field mapping when the Exact Synergy resource number is stored as a field in the user table. A query then can be done to get the correct Exact Synergy resource which should be used.

  SELECT ResourceNumber FROM User WHERE Id = @OwnerId

  

  Link: Entity The two entities linked

  Entity field The two fields linked

  Value Value from the main entity

  Link: Value Value from the linked entity

  Connection Which connection to use for the conversion query, when left empty the query is executed as a SQL query on the Exact Synergy database.

  Conversion Query SQL query to convert the data to the required data, the query will be run on the Synergy database.

  Parameters in the query can be used to do the conversion for example, where WH is added in front of the code when importing the data into Exact Globe. @Code is the Exact Synergy entity field name.

  SELECT ‘WH’ + ‘@Code’

  Link: Connection Which connection to use for the link: conversion query, when left empty the query is executed as a SQL query on the Exact Synergy database. Link: Conversion Query This is converting the Exact Globe data to Synergy data. Below example is adding ‘WH’ in front of the WarehouseID entity field value coming from Exact Globe.

  sql SELECT ‘WH’ + ‘@WarehouseID’

  Another example, checking if account number is not empty, when empty use the account number from the settings:

  SELECT
    CASE
      WHEN @AccountNumber IS NULL OR @AccountNumber = '' THEN
        (SELECT StringValue FROM BacoSettings WHERE SettingName = 'AccountCodeNextNumber')
      ELSE @AccountNumber
    END AS AccountCode

  Sequence number The order in which the vale mapping should be executed.

  Active Activate the value mapping, default it is activated.

  ---

  Monitor log

  Section titled “Monitor log”

  After the import and export are done the result can be seen in the monitor log.

  Log Record Fields

  CreatedThe creation date of the log record.

  CompanyThe company for the main connection.

  Link: CompanyThe company for the linked connection.

  Sequence no.The sequence configured in the entity mapping.

  EntityThe entity for the main connection.

  Link: EntityThe entity for the linked connection.

  SourceIndicates whether the operation is Export or Import.

  KeyThe key value of the record.

  ReasonThe reason the data was not imported or exported, or an informational message.

  TypeThe log record type: Error, Warning, or Message.

  DataWhen in the entity mapping the debug is enabled, the data retrieved (source) and the data sent (target) can be seen here. This will help in troubleshooting as from here you can exactly see what data is retrieved and passed on.

  Data

  ---

  Monitor pending

  Section titled “Monitor pending”

  Any records which can’t be exported or imported can be found in the pending log. With the reason / message because they can’t be imported. Every time the export or import is running these records would be retried. When there are a lot of pending records, the import or export from the pending list can be disabled by adding SkipPending:1 as parameter to the import or export batch file. Until the cause of the error has been solved or addressed.

  :: Replace the virtual directory Synergy with the actual virtual directory
  set virtualdirectory=Synergy
  set exactprocess="%~dp0Exact.Process.exe"
  
  %exactprocess% /DBCONFIG:%virtualdirectory% /ASSEMBLY:GLMSys.CI.Jobs /CLASS:ProcessBase /Direction:E /SkipPending:1

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  Data Link

  Section titled “Data Link”

  Data link can be found via RPA > Reports > Integration > Data Link. The data link is the link of data between Exact Globe and Synergy. The data link also stores the modified date for software solutions that are mapped for each of the records. This is used during the import and export.

  A data link can be created and can be updated if required. One reason to create a data link manually could be because of an error showing in the pending list which would be solved when mapping manually.

  

  Data Link Fields

  Connection Link IDThe connection link for the data link.

  Entity Mapping IDThe entity mapping for the data link.

  Value Key Code / Value Key Guid / Value Key Number One of these 3 values will be set depending on the type of data. During the import or export this information is automatically filled.

  Link Value Key Code / Link Value Key Guid / Link Value Key NumberOne of these 3 values will be set depending on the type of data. During the import or export this information is automatically filled.

  Last Modified Date Last modified date of the main entity record

  Link Last Modified DateLast modified date of the linked entity record

  Re-import or re-export data

  Section titled “Re-import or re-export data”

  Once all data is synced records will only be synced again when a record is saved. But sometimes you would want to re-import or re-export all or some of the records.

  Re-import or re-export could be needed because of:

  • An additional field is mapped and will need to be send over for all the records

  • Data is updated in SQL manually but the modified date was not being updated, because the modified date is not updated the integration will not pick up the records.

  Insert from data link

  Section titled “Insert from data link”

  When going to RPA / Reports / Pending page there is one option available to insert all pending records again based on the records in the data link table. The insert can be done via the ‘Insert data from DataLink’ button. This button is disabled and will only be enabled when the Entity Mapping is selected and the Direction.

  This option will insert all records in the data link for the entity mapping in the pending. The next time the import or export will run the records will be synced. Remember to set the SkipPending:0 in the batch file used for the import or export.

  Re-import or re-exported from a back dated date

  Section titled “Re-import or re-exported from a back dated date”

  One of the parameters as described in the parameter section is the FromLastModifiedDate. When this parameter is used in the batch file it will import or export all records changed after that date.

  Example batch script with FromLastModifiedDate parameter:

  Replace the virtual directory Synergy with the actual virtual directory set virtualdirectory=Synergy_ExactGlobe
  set exactprocess="C:\Exact Synergy Enterprise 265\bin\Exact.Process.exe"
  %exactprocess% /DBCONFIG:%virtualdirectory% /ASSEMBLY:GLMSys.CI.Jobs
  /CLASS:ProcessBase /Direction:E /ProviderName:Email /ToEntityName:Document /FromLastModifiedDate:2021-01-25

  ---

  File provider

  Section titled “File provider”

  Below is an example that shows how to set integration between Account in Globe and Excel in File Provider. We can run the job after setting this up.

  • After creating entities for both provider (Globe and File), you can create a mapping entities configuration like image below.

  • After creating the entity mapping, you can continue to create field mapping and follow the example below.

  ---

  View builder

  Section titled “View builder”

  The views that are imported and created can be used to view data and interact on data from other software solutions in Exact Synergy. The views can be used in Exact Synergy in the:

  • Workspace

  • Cards monitor

  • Cards section

  • Workflow section

  • Field browser/lookup

  ---

  Maintain view

  Section titled “Maintain view”
  • The view can be created from RPA > Entry > Views > Create and maintained from RPA > Reports > Views > List.

• The explanation about each buttons in View Buttons :

  • Save + test Browser Once the List browser checkbox is checked, the save + test browser will become available to save and test the browser based on the view.

  • Save + Test View Once the List view checkbox is checked, the save + test view button will become available to test and check the view. From the view you can go back to the maintenance of the view by clicking on the wrench at the toolbar on the top right.

  • Save + Edit column Save the view and maintain the columns in the view.

  • Save + Edit parameter Save the view and maintain the parameters in the view

  • Copy Copy the view to a new view.
    

  Below is the explanation of the fields found in “Fields General” section :

  Fields General

  NameName of the view, normally for the view we will start with the software name to easily identify for which software the view is applicable. ExactGlobeSalesOrders, EpicorSalesOrders etc.

  CaptionCaption of the view, the description displayed at the header of the view.

  Term IDTerm ID for the caption of the view. Terms can be found under System / Setup / Terms / Search, this will help in making the view multilingual.

  Caption SuffixSuffix for the caption, for example ‘: History’, the full caption then could be ‘Sales order: history’

  Term ID Term ID for the caption suffix of the view.

  SoftwareThe software for which the view is created. When the software is selected it will also prefill the type field.

  ConnectionThe connection to be used for the view, when there is only 1 connection which is using the selected software the connection doesn’t need to be filled in. The connection will be picked up automatically.

  List View Determines how the view will be used, when list view is checked the view can be used in the workspace, monitor and sections in Exact Synergy

  List BrowserDetermines how the view will be used, when List browser is checked the view can be used in the free fields in Exact Synergy. When this is not checked the view will not show up as possible browser.

  Enable Export to ExcelWhen checked the data in the view can be exported to Excel.

  View: Page sizeTo set the default view page size.

  Don’t display data on openingTo prevent data from displaying automatically when the view is opened, you can configure it so that no data is shown by default. Instead, the user must click the “Search” button first to load and display the data.

  When the fields are selected the query will be built up automatically for the selected fields. The only part that needs to be added will be the ORDER BY column used for the default sort.

  

  Below is the explanation of the fields found in “Definition” section :

  Definition Fields

  TypeFor the view there are three types available and which type can be used will depend on the software : - SQL Query, available when provider has SQL enabled
  - SQL Store procedure, available when provider has SQL enabled
  - OData, available when provider has OData enabled

  Generyc query / Entity List of all the entities available for a provider/software. When the entity is selected a popup is shown to set which fields should be used in the query

  Queryhe query to be executed, the syntax is using a normal SQL syntax for both SQL Query and OData query. When the view is built and the data retrieved, the query will be converted to the required format by the provider.
  In case of providers which are using OData the ‘normal’ SQL query will then be converted to the OData format required to retrieve the data. But the user will not need to know this syntax and can use a normal SQL syntax. There are limitations where OData doesn’t support all SQL query functions but basic SQL syntax works.

  Result columnUsed for view enabled as a browser, this would be the key and description that are returned. The columns are separated by a comma. Example: Code, Description

  Query parametersIn the query, parameters can be used in two ways, ? and @[Name] (@ will be explained in the parameters section). When ? is used the column where the ? is used for will be listed in the query parameter separated by :

  For example (Exact Online)

  SELECT CustomerName , Description , EntryDate , DueDate , AmountDC ,
  DocumentNumber FROM SalesEntry/SalesEntries WHERE CustomerName = ? ORDER BY CustomerName

  Query parameters: CustomerName When the view is tested a popup is shown to fill in the parameter value

  Reference SQL Used for view enabled as a browser, Query to show the value behind the browser field when a page is opened.

  Reference URL Used for view enabled as a browser, the hyperlink to open the related page.

  Use alternate key Used for view enabled as a browser, use a different key to be shown in the screen then stored in the database.

  Alternate key sql Used for view enabled as a browser, Query to retrieve the alternate key value

  Multiple Used for view enabled as a browser, when checked the browser can return multiple values. Used in CRM Quotation Plus add-on.

  Visibility Determine when the view will be visible and for which users the view will be displayed and accessible.

  Security level Security level for which the view is visible.

  Role Role which the user should have to have access to the view

  Function ID Function which should be linked to role and user to have access to the view

  Maintenance application Used for view enabled as a browser, will have a new button to create a new record or edit the record from the browser.

  Used in

  Used in monitor From here the view can be added to a monitor section on an Exact Synergy card. Once the view is available on a card that will be shown here and be maintained by opening the link.

  Used in section From here the view can be added to a section on an Exact Synergy card. Once the view is added to a card section that will be shown here and can be maintained by opening the link.

  Used in request When the view is used in a request that will be shown here. The view can be added to a request type via the request section.

  Used in rules When the view is used in a rules that will be shown here.

  Used in Document When the view is used in a document that will be shown here.

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  Totalize Function in view columns

  Section titled “Totalize Function in view columns”

  This section explains how to create a view with totalize functions such as SUM, COUNT, AVERAGE, MIN, and MAX in Exact Synergy RPA.

• Open your Exact Synergy application.

• Go to RPA > Setup > Import

• Select the file you want to import.

• Click “Import” button to upload the file.

• The imported file will appear in the list.

• Click the expand button to view the details of the imported file.

• You will see the SQL query used for the view. Edit your query to ensure it matches the table fields you want for your view.
  Click “Save + Edit Column” to proceed.

• You will be directed to the View Columns page to maintain your view’s columns.
  Important note Ensure the Domain field is filled with the same domain as the column you want to total. For example, for an Amount column, use the “Amount” domain.

• Adjust and verify that the columns and aggregate function are correct. For example, to create a view with the COUNT function:

• To create a view using the SUM function:

• To create a view using the AVERAGE function:

• To create a view using the MIN function:

• To create a view using the MAX function:

• Click the expand button to see more details for the column you want to totalize.

• Once you’re done configuring the view’s columns, click “Save + Test View” to test your created view.

• Your view with Totalize functions is now ready to use. And you can see the totalized results in your view.

  Maintain view columns

  Section titled “Maintain view columns”

  In the view when clicking save + edit column info, the View columns screen will be opened to maintain the columns available in the query.

  For each column the specifics can be set how the data should be displayed.

  The list of columns on the left side of the screen are showing the columns that can be selected to e change. The right side of the screen will have all available options for a column.

  General

  Header / Term ID The header and term id of the column, by default the column name is used when no header name/description is set.

  Header Suffix / Term ID The header suffix and term id of the column

  Sorting Enable sorting for a column. The following options are available: • None

  • Both

  • Ascending

  • Descending

  Checkmark This would be for a true/false, yes/no, 1/0 field where when true a green check would be displayed.

  Domain Type of the field, the domains are the available domains in Exact Synergy. By selecting the domain, it will determine how the field would be displayed.

  Column Size Width of the column

  Right Aligned Make the value in the column right aligned.

  Human ID A number as result from the query Exact Synergy will be displayed in the same form as a request number or document number would be formatted in Exact Synergy

  Example: 7412 will become 00.007.412

  Date/Time format The format in which the date and/or time value would be displayed. The options are

  • Date + Time

  • Date Only

  • Time Only

  The format of the date used will follow the setting in the Exact Synergy user preferences.

  Hyperlink The hyperlink to use for the column. The hyperlink also supports parameters to use the values from the column by using @columnname. In addition also parameter like @ConnectionAPIUri can be used to get values from the connection.

  Several examples:

  Open another view GLMSysCIDynamicList.aspx?Name=ExactGlobeOrderDetail&ParamValue=@ordernr

  @ordenr is one of the columns and GLMSysCIDynamicList.aspx is the page to start a view. This hyperlink is zooming in to a detail view to see the order details order lines.

  Open a SSRS report SSRSRepBrowserParameters.aspx?rs:ID=%7b125eccb3-aded-4726-8cbe- 2574b1f448d5%7d&ord_no=@ord_no&rc:StartPage=1

  Open google maps with multiple values https://www.google.com/maps/dir/@g.PostCode/@h.PostCode

  Open an existing workflow request WflRequest.aspx?BCAction=1&ID=@r.ID

  Open back office order in Exact Synergy by passing on @ConnectionDivisionCode LogOrderBO.aspx?Division=@ConnectionDivisionCode&Number=@ordernr

  Open Exact Online Sales Order @ConnectionAPIUri/docs/SlsSalesOrderEntry.aspx?BCAction=1&EntryID=%7b@OrderID%7d&_Divi sion_=@ConnectionCompanyNumber

  Parameter	Description
  @ConnectionCompanyCode	Will be replaced by the company code set at the connection.
  @ConnectionCompanyNumber	Will be replaced by the company number set at the connection.
  @ConnectionSQLDivisionCode	Will be replaced by the division code set at the SQL section of the connection.
  @ConnectionDivisionCode	Will be replaced by the division code set at the connection.
  @ConnectionAPIUri	Will be replaced by the API URI set at the connection.
  @ConnectionApplicationUri	Will be replaced by the Application URI set at the connection. This is only enabled when API URI and Application URI are different for a provider.

  Hyperlink Text Query for the text to show for the hyperlink, if the text should be different from the value of the column.

  The query also can be SELECT '@Description' which will get the value from the description column.

  Open Hyperlink in
  The behaviour of the hyperlink.

  • New Browser Window

  • New Window

  • New Tab

  • Same Window

  Width Width of the new window

  Height Height of the new window

  Image Image which could be used for the hyperlink, the image would be an image available in the Exact Synergy docs\images folder.

  Examples:

  Workflow.svg, Add.svg, Activity.svg

  Query Query in Exact Synergy to get data from Exact Synergy. This query can be used to find data in Exact Synergy which is related to the data from the connection. This is normally done for a dummy, placeholder column in the query. In the query a placeholder column an be used like ‘’ AS RequestID or ‘’ AS Lines.

  This query will then get the value from Exact Synergy by running the query. The parameters are the column names used in the query (@columname).

  Examples: Get the RequestID related to an order number SELECT TOP 1 ID FROM Absences WHERE Type = 1 AND OrderNumber = '@OrderNbr'

  Get the Request HID related to an order number SELECT TOP 1 hid FROM Absences WHERE Type = 118 AND OrderNumber = '@OrderNbr'

  Get the Exact Synerygy account id based on an other software @CustomerID SELECT cmp_wwn FROM cicmpy WHERE LTRIM(RTRIM(cmp_code)) = @CustomerID

  Get total of request meeting certain criteria SELECT COUNT(*) FROM Absences WHERE Type=9028 AND FreeTextField_01 = @RefNbr

  Display request comments in combination with data from other systems SELECT TOP 1 RequestComments FROM Absences WHERE Type = 1 AND OrderNumber = '@OrderNbr'

  Totalize To showing the totalize on the last row

  Show As json To display it as JSON, a button will appear to show the value in a pop-up.

  Display

  Group By This Column For grouping in the view, the data will be grouped based on the column where the values are the same.

  Content Visible

  Visibility

  Visible Is the column visible or not. We don’t want to display guid values but we still can use the values in the sub query.

  Security level Make a column visible based on a security level

  Role Make a column visible based on a role

  Function ID Make a column visible based on a function id

  Search field

  Show as search field When this field is checked the column will be visible as a search field / filter. This filter can be used to search on the data.

  Show range Make the search field a range field to be able to search on a range of values.

  Search options The following search options are supported for the search fields:

  • Equal to

  • Starts with

  • Contains

  Selection values Make a combobox out of the search field by passing on available selection values

  The selection values can be a query or a list of values.

  Syntax:

  Values: [key],[description],[termid];[key2],[description2],[termid2] or

  Query: SELECT [key],[description],[termid] FROM table

  Example: 10,Open,0;50,Processed,0

  SELECT ItemClassCode,Description from ItemClasses where ClassID = 4

  SELECT DatabaseChar, Description, TermID FROM DDTests WHERE TableName = 'ItemUnits' AND FieldName='UnitType' ORDER BY Description

  View The search field also can be a browser based on a view. Select the view to be used, the view shown here will have the ‘List browser’ option checked.

  Default Value The first column is used to determine the data type, and the second column is used to set the value. It will then automatically be applied to the SearchField.

  Browser Result Columns The key and description to be returned when a value is selected from the browser

  Example:

  Code,Name

  Reference SQL SQL query to return the description when the page is opened.

  Alternate Key SQL SQL query to return the alternate key, normally used when the key is a guid and the code need to be displayed.

  Reference URL Hyperlink to open the related application

  Where SQL SQL where clause for the browser

  Application

  This section is to open up a client application directly from Exact Synergy. This allows for opening a Exact Globe application directly from Exact Synergy.

  Software
  The software for which the application should be opened.

  Application name The application name of the application to be opened, the possible values are stored in the database.

  Fomating

  Format a column value giving the column a css style and/or attribute for the cell

  Column Ref The column which will have the value to compare against to determine the formatting to be used.

  Edit

  Editable For set the column as editable field

  Total lines Setting the data type is used to determine which column the value will be saved to in the RulesViewAction. For example, if the type is set to String, it will automatically map to TextField1, TextField2, TextField3, and so on based on the column order.

  Data Type

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  Maintain view column formatting

  Section titled “Maintain view column formatting”

  

  View The view related to the column formatting

  Column Name Column which is being formatted

  Colum Reference Column value to be used for comparison

  Operator Comparison operator

  Value Value to compare against

  Css: Style Css style can be added here which will be applicable for this cell

  Example: color:red;background-color:white

  Attributes Cell attributes

  Example title=“Negative amount”

  Sequence Number The order of the formatting to be executed.

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  Maintain view parameters

  Section titled “Maintain view parameters”

  In the stored procedure or query parameters can be used. Parameters are used with @.

  An example query is shown below where the parameter is used to compare number of days a request is created.

  @NumberOfDays < DateDiff(d,syscreated,GetDate()) THEN 1 ELSE 0 END AS Overdue FROM
  Absences ORDER BY HID

  When a parameter is in the query the parameter can be maintained by clicking the ‘Save + Edit param info’ button in the view maintenance. Any parameter used in the view can be maintained here. It has similar fields with the view column maintenance.

  

  General

  Header / Term ID The header and term id of the parameter search field, by default the parameter name is used when no header name/description is set.

  Header Suffix / Term ID The header suffix and term id of the parameter

  Domain Type of the field, the domains are the available domains in Exact Synergy. By selecting the domain, it will determine how the search field would behave.

  Date/Time format The format in which the date and/or time value would be displayed. The options are • Date + Time

  • Date Only

  • Time Only

  The format of the date used will follow the setting in the Exact Synergy user preferences.

  Visibility

  Visible Is the parameter visible or not.

  Security level Make a parameter field visible based on a security level

  Role Make a parameter field visible based on a role

  Function ID Make a column visible based on a function id

  Search field

  Show as search field When this field is checked the column will be visible as a search field / filter. This filter can be used to search on the data.

  Show range Make the search field a range field to be able to search on a range of values.

  Mandatory Is the parameter mandatory

  Search options The following search options are supported for the search fields: • Equal to

  • Starts with

  • Contains

  Selection values Make a combobox out of the search field by passing on available selection values

  The selection values can be a query or a list of values.

  Syntax:
  Values: [key],[description],[termid];[key2],[description2],[termid2] or
  Query:  SELECT [key],[description],[termid] FROM table

  Example:
  10,Open,0;50,Processed,0

  SELECT ItemClassCode,Description from ItemClasses where ClassID = 4
  
  SELECT DatabaseChar, Description, TermID FROM DDTests WHERE TableName = 'ItemUnits' AND FieldName='UnitType' ORDER BY Description

  Default value Default value for the parameter

  Date time default value Default for a date with the following options:

  Today, Yesterday, Tomorrow, Last Week, Last Month, Last Year, Next Week, Next Month, Next Year

  View The search field also can be a browser based on a view. Select the view to be used, the view shown here will have the ‘List browser’ option checked.

  Browser Result Columns The key and description to be returned when a value is selected from the browser

  Example: Code,Name

  Reference SQL SQL query to return the description when the page is opened.

  Alternate Key SQL SQL query to return the alternate key, normally used when the key is a guid and the code need to be displayed.

  Reference URL Hyperlink to open the related application

  Where SQL SQL where clause for the browser

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  Maintain view action

  Section titled “Maintain view action”

  In The Rules Engine we have the automation table which is “GLMSysRuleActions”, this table should a Parent of the rules to make the automation worked and the rest child rules will be do the automation.

  View: Reference The View: Reference indicate which view that will be added by the view column action.

  Caption Suffix / Term ID The Caption and Term ID of the view column action, by default if empty the button caption will be “custom”.

  Caption Suffix / Term ID The Caption suffix and suffix term id of the view column action

  Action Number The Action Number indicate which action of the GLMSysRulesActions will be triggered/run by Rules Engine

  Sequence Number The Sequence Number indicate which sequence of the rules related to GLMSysRulesActions will be triggered/run by Rules Engine

  Action Column The Action Column indicate which key value of the GLMSysRulesActions that will be triggered/run by Rules Engine

  Position The Action Column indicate which key value of the GLMSysRulesActions that will be triggered/run by Rules Engine

  List View : View Column Action The list view of all the view column action based on the View: Reference.

  List View : Related Rules In the first Picture you will not see this List view, the list view will be show if you edit an existing view column action or click the “Save + Open” button which will be showing the new view column action that has been created.

  

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  View in card section

  Section titled “View in card section”

  

  ---

  View in card monitor

  Section titled “View in card monitor”

  

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  View in workflow section

  Section titled “View in workflow section”

  From the request type a new section can be added. One of the types for a section is ‘view’. When type view is selected, the view also can be selected.

  Fields

  Height The height for the view in the request

  Show as iframe Normally the view will be displayed as list view in the section. By setting this option an iframe will be used.

  View The view which is selected for this section

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  View in workflow request field

  Section titled “View in workflow request field”

  In the request fields in Synergy there an extra section ‘Browser’ where a RPA View, Standard browser or custom browser can be selected.
  The browser section will show for free fields and standard fields which have a browser/lookup. This will then allow you to replace the standard browser and have your own browser with extra column or extra information in the hyperlink. For the view the option ‘List browser’ need to be checked before the view will show in the list.

  

  

  Fields

  Browser The view, standard defined browser, repository browser or customer browser to use for the request field.

  New (button) Option to create a new browser, part of previous solution now replaced by RPA view

  Display as combo box Instead of showing a browser display the field as a combo box for easier selection (not supported for RPA view)

  Multiple selection combo Allow for multiple selection when combo box option is used (not supported for RPA view)

  Selection division Used for browser to query data on Exact Globe. This option only needed to be set when the browser is not a view but a standard or custom repository browser which should read the data from Exact Globe.

  The following options are available.

  Create: Division = Use the division linked to the creator of the request

  Person: Division = Use the division from the person linked to the person field

  Current: Division = Use the division linked to the current person opening the request

  Division 2: Field = Division is based on request division field

  Fixed: Division = Select the division to be used

  Result columns After selecting the value from the browser this would be the values returned which would be the value to store in the database, alternate key (if used) and the description to show in the link behind the field, separated by a coma.

  Example: c.cmp_wwn,c.cmp_code,c.cmp_name,l.oms60_0,d1.Description,d2.Description

  The first field c.cmp_wwn would be the value stored in the database, the rest of the field would display in the link or are used as extra results to populate in other fields in the request after selection of the value.

  All the columns should follow the column names in the view or browser.

  

  Reference URL The URL used for the hyperlink. The syntax is the page name you want to have is link and ending with =, CRMAccountCard.aspx?ID=. The result key value would be appended to this link.

  Reference SQL The browse result column would return values for the hyperlink when selecting a value. When the request is opened the hyperlink value would be retrieved by a query. If this is not set the hyperlink would not show for a request which is opened again after it is saved.

  This would be a query with the @P1 as parameter for the key: SELECT c.cmp_code,c.cmp_name FROM cicmpy c WHERE c.cmp_wwn=@P1

  Alternate Key SQL In case of the account view example shown her in the explanation the key column is of type guid (cmp_wwn) which should be store in the database. We don’t want to display this to the user so we show an alternate key in the case the account code (cmp_code). @P1 parameter is used and will be replaced by the key value to run the query SELECT LTRIM(c.cmp_code) FROM cicmpy c WHERE c.cmp_wwn=@P1

  Extra result Extra result can be used to populate other fields in the request based on the value which is selected. For example, for account we can use the phone number or email to fill into a phone number and/or email field in the request.

  In the extra result field the syntax would be the control name/id of the field in the request. When doing a view source in the page the control name can be found. After the control name/id the column name need to be specified. Control name/id,column name More than 1 field to return sperate by a ; Control name/id,column name;Control name/id 2,column name 2

  Example FreeTextField_08,c.cmp_tel;FreeTextField_25,c.cmp_e_mail

  The second step is to add the fields also to the result columns:

  c.cmp_wwn,c.cmp_code,c.cmp_name,l.oms60_0,d1.Description,d2.Description,c.cmp_tel,c.cmp_e _mail

  Show input field Show the input field for the field

  Default When only 1 value for the field it will automatically set the value

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  View in workflow request line field

  Section titled “View in workflow request line field”

  Via a workflow section lines can be added. For the Line fields of type browser also views can be used and configured similar as in the request field browser section.

  

  ---

  View in account, contact and address free fields

  Section titled “View in account, contact and address free fields”

  This feature is used to display views on the account, contact and address free fields. Go to Modules > Customers > Setup then click Free fields – Accounts to set Account free fields, or Free fields

  – Contacts to set Contacts free fields or Free fields

  – Addresses to set Addresses free fields.

  Click on one of free fields, for example: Text 1

  Fill in the field label, then click on the browse icon to select View Name, for example ExactSynergyItems.

  Go to customize page on the Account/Contact/Address page to showing a free fieds:

  And then, the view will display on the Account/Contact/Address page.

  

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  View in document free fields

  Section titled “View in document free fields”

  This feature is used to display views on the document free fields. To set it, select document type for example: Exact Demo. Select Free Field, then click Add button

  Select field via click browse icon, for example: Free: Text 1, in the Browser section click Browse icon to select a View, then click Save button.

  then the view will be able to be used and appear in the fields that have been added

  

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  View in workspace

  Section titled “View in workspace”

  This feature is used to display views on the workspace. To set it, click the button on the workspace page, select the RPA menu, add a list view widget.

  

  Enter the title, select the view by clicking the browse icon or clicking F2 on the keyboard, select Connection, Select the fields that will be used as columns, then select the fields that will be used as search fields, click save, then view will appear in the workspace as below:

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  Maintain editable view lines

  Section titled “Maintain editable view lines”

  This feature is used to make fields in the list view editable and in combination with the rules engine we can then use that information to update or create data via the rules engine.
  Select the view to maintain editable view lines, for example: ExactSynergyItems. Click Save + Edit Column to maintain View Columns, select columns for example: Description, tick on the Editable Field, enter the Total lines to set the lines, and select Data Type for example: String, then click save.

  Click save + Edit View Action to add new button: Save (Update) Then click Add button to add some Rules related the Save (Update) button.

  To check it click Save + Test View.
  To update some field, tick the field to be edited/updated, then edit/update Description Field then click Save (Update) button.

  The view lines will be updated.

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  Maintain view name same as standard browser

  Section titled “Maintain view name same as standard browser”

  When RPA view used as a Browser with the same name as standard browser on the Repository, it is possible to replace the Browser from RPA view. If the View has the same name as standard browser, there will be a warning message on The View maintenance page.

  In order to use the view as a browser on specific page, you will need to add the page name to the view maintenance page.

  At the below you will see a list of Used in Page:

  Then to input the page name to be used, you can click the add button and it will show the Use in page Maintenance page.

  In the maintenance page there also a Visibility section to set a specific Security level, Role, Role level, and Function ID same as the View Section/View Monitor Maintenance page.

  ---

  Maintain view stored procedures

  Section titled “Maintain view stored procedures”

  To maintain view Stored Procedures begin by navigating to Modules > RPA > Entry > Views > Create. Enter the Name and Caption for the view, and select the desired Provider and connection. Ensure that List View/List Browser options are enabled, and specify the Type as SQL Stored Procedure. Choose “bacoGetSetting” as the entity, then click Save + Edit Param. Check the “Show as Searchfield” option and save the changes to complete the view creation process.

  

  Then, Query and query parameters will be automatically filled in

  Click Save Test+View, and entering the SettingType, SettingGroup, and SettingName column.

  The data will be displayed.

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  Business rules engine

  Section titled “Business rules engine”

  Automation within Synergy and Exact Globe is done via the Rules Engine. The Rules Engine allows to create, update and delete date from Exact Synergy into Exact Globe.

  Based on actions in Synergy data can be created in Exact Globe.

  ---

  Introduction

  Section titled “Introduction”

  Once installed the rules engine is ready for use when only used in Synergy when using the rules engine to trigger backoffice actions some minor setup is needed in your back office application.

  The Rules Engine gives you the option to define rules in Synergy and based on the rules different type of messages can be given or actions can be triggered.

  The rules are using the Exact Entity Service naming (Exact Web Service). By using the Exact Entity Service the fields have clear understandable names which would not always be the case when using the SQL tables and field directly. The rule creator supports intellisense so property names (field names) can easily be found. When creating the rule you will enter the entity name followed with ‘.’ and the list of properties will appear where you can select from. A second intellisense option that is supported is for the values you want to filter on (for values with limited data, like fields which have a list of fixed possible values, for example status fields or request types) The formula will support checking Synergy but also will support checking on criteria from your back office.

  The different types of messages that can be shown to the user are:

  • Error message, when the rule is executed and the rule result is positive the user will be shown an error message on the specified application and the user will not be able to continue.

  • Warning message, when the rule is executed and the rule result is positive the user will be shown a popup when where the options ‘continue’ and ‘cancel’ are available. When choosing ‘continue’ the data will be saved. When choosing ‘cancel’ the data will not be saved and the user can change the input.

  • Access denied, when the rule is executed and the rule result is positive the user will be shown a message access denied and the data can’t be viewed.

  • Note, when the rule is executed and the rule result is positive the user will be shown a popup when the application is opened. This could be a message to inform the user the take a certain action.

  The messages shown to the user can be setup at the rule maintenance and does also support formatting. This gives the option to add hyperlinks in the message. The message also allows for ‘merge tags’ so that the message can contain data which is retrieved from the database and is not static.

  The different types of actions that can be triggered are:

  • Action: Create, when the rule is executed and the rule result is positive it will allow creating data. For example based on a completion of a request automatically an item can be created. Another example would be to create additional workflow/request tasks based on the rule, this will allow for adding additional persons to the workflow so they also can take action on the workflow.

  • Action: Update, when the rule is executed and the rule result is positive it will allow updating data.

  • Action: Delete, when the rule is executed and the rule result is positive it will allow removing data.

  There is one more type of action supported in the rules engine which is:

  • Scripting, this will give you the option to add JavaScript to the standard pages. Similar as you can do in the workflow request type setup when using a section. This gives you the opportunity to make some simple modifications to the pages without requiring any SDK or Configurator knowledge or expertise. As long as you are familiar with JavaScript / jQuery you can make some simple modification in a page.

  The rules can be simple formulas which only will check one set of criteria. Think of extra validation on one or more fields where based on one check / rule the user will be shown an error, warning or message.

  The rules also can be a full set of rules which are linked together via a parent child structure and will be executed starting at the first rule and going through all the child rules and based on the outcome in each step it will stop or go to another rule until the last step is reached. This scenario could be applicable for purchase order approval. Where based on amount, supplier, certain products different approval flows should be started.

  ---

  Rule listing

  Section titled “Rule listing”

  The available rules will be available in the RPA Repport menu.

  From the listing the rule can be opened, or a new rule can be created.

  The rule listing is also accessible from within the Synergy pages. Pages which are supported by the rule engine will have an additional toolbar button from where the rule search can be opened. In that case the rule entity is already prefilled so you can easily see if there are any rules built on the page.

  ---

  Rule maintenance

  Section titled “Rule maintenance”

  The rule maintenance can be started via the rule search/listing or via the Rule – Entry menu.

  ---

  Rule maintenance message (Error, Warning, Access Denied, Note)

  Section titled “Rule maintenance message (Error, Warning, Access Denied, Note)”

  

  Buttons

  Save: Save the rule

  Delete: Delete the rule

  Copy: Copy the rule to a new rule

  Flow: Will open the page which will show the flow in which the rule is involved. The flow will always start with the highest / ultimate parent.

  Search: start the search for the rules.

  Fields

  Name: Name of the rule

  Parent: Parent of the rule if there is a parent. When a parent is selected and the rule is saved a link will be made between the rule and parent.

  Continue when parent: Set when the rule should be executed depending on the parent result. Two options are available ‘true’ and ‘false’. In case the rule should be executed when the parent rule validates positive select the option true. In case the rule should be executed when the parent rule validates negative the option ‘false’ should be selected.

  Active: Is the rule active or not, when inactive the rule will not be executed

  Debug: When debug is selected any error given will also give the rule name from which the error is raised. In addition, it will also log the rules being executed in the GLMSysRulesLog table to further analyze which rule could be causing a problem. This would be applicable for when more complicated rules are setup which involves a lot of steps.

  Description: Description of the rule

  Sequence number: Sequence number of the rule to determine which rule should be executed first.

  Back office: Division: When the rule should be executed on the back office database the division will need to be set.

  Entity: The selected entity will determine on which application the rule is executed.

  For example:

  • Request, the rule will be executed when the user is using the Workflow request application. This can be on the desktop or mobile app (on mobile the warning and note functionality is not supported as this gives a popup which can’t done for the mobile app)

  • Account, the rule will be executed when the user is using the account maintenance application.

  Type: Select which type of message or which type of action should happened when the rule criteria are met.

  • Error

  • Warning

  • Access Denied

  • Action: Create

  • Action: Update

  • Action: Create/Update

  • Action: Delete

  • Scripting

  • Rule

  • Note

  Continue:

  True : This means there is data present.

  False : This means there is no data present.

  Both : This means data may or may not be present.

  True and error: This means if there is data present, and if there is an error, continue anyway.

  False and error: This means if there is no data present, and if there is an error, continue anyway.

  Both and error: This means whether data is present or not, if there is an error, continue anyway.

  Condition / Rule: The rule to be executed is defined here. The operators and function available are on the drop down box.

  In the text area the rule will be entered. An example of a rule:
  Request.Amount < 10000 AND Request.Amount > 8000 AND Request.RequestType =32 In this example when the amount is between 8000 and 10000 for request type 32 a message will be given or an action executed.

  Another example:

  Request.YesNoFreeField1 = 1 AND Request.TextFreeField1 IS NULL AND Request.RequestType =20

  This rule will check if the Boolean field 1 is checked and if the text free field is empty for request type 20. So this rule is doing a conditional mandatory check.

  The validate button will validate your rule to see if the syntax is correct and if it can correctly run the rule on the database.

  Amount between 8.000 and 10.000 are you sure you want to pay that much?

  Want to look at the item first: [Request.ItemCode]

  The above example the field [Request.ItemCode] will pick the item code from the request and the field is also using in the hyperlink so the user can directly open the item card for the specific item code.

  The merge tags need to be inside square brackets [EntityName.PropertyName].

This happens when the license is not copied over yet to the xml folder or the license is not correct.

When an error message like this appears, please contact your implementation partner or us so that we can review your Exact Synergy Enterprise license from Exact and determine if changes were made to it that affect the GLM Licensing. Error Message RPA

Number: 140965:101:007 Name: Exact Synergy Enterprise. We are recommending that accounts before they update their Synergy License (either for new Functionality, Annual Contract or Additional Users – we are contacted first so that we may review and if necessary, provide a new license proactively.

For the Synergy connection when after Test connection is pressed and the Unauthorized message is given check IIS and make sure Basic Authentication is also enabled. Basic authentication should be enabled for the Synergy connection.

You don’t have permission to view this directory or page using the credentials you supplied Username or password in the Synergy connection is not correct.

When connecting to Synergy only a failed message is given an no details, enable HTTP Errors in the windows features to get the detailed error.

Make the following changes to the web.config In the system.serviceModel tag add the binding element which is setting the maxBufferPoolSize, maxReceivedMessageSize,maxBufferSize and transferMode

<system.serviceModel>
  <serviceHostingEnvironment aspNetCompatibilityEnabled="true" multipleSiteBindingsEnabled="true" minFreeMemoryPercentageToActivateService="0" />
  <bindings>
    <webHttpBinding>
      <binding
        maxBufferPoolSize="2147483647"
        maxReceivedMessageSize="2147483647"
        maxBufferSize="2147483647"
        transferMode="Streamed">
      </binding>
    </webHttpBinding>
  </bindings>
</system.serviceModel>

If the user cannot see RPA features make sure the user has RPA Role.

Make the following changes to the web.config
Add a new tag location as a child of the Configuration tag, set the ‘path’ property as specific aspx page, add the ‘system.web’ element, add ‘httpRuntime’ element, and set the ‘executionTimeout’ property (in seconds).

<configuration>
<location path="docs/GLMSysCIRebuildSchemaMaint.aspx">
<system.web>
<httpRuntime executionTimeout="1800" />
</system.web>
</location>
</configuration>

When make connection for Exact Globe and got above error, make sure the username and password entered correctly.

If the Rules Setting page can’t be open or got an error message, run the GLMSysRulesRegisterCOMEntity.cmd in the bin folder of Exact Globe Installation folder.