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    • Do not use the Admin login. (For example, "sa".) We recommend creating a user who has only the permissions required to perform the FSM Integrations function.

    • Password: Enter the password for the user for logging into your FSM.

    • Signature Database: Enter the Signature database name this FSM Integration will be communicating with.

  1. Mark Enable Auto-Sync to allow the FSM Integration to send updates to the FSM data on a scheduled interval.  The system will upload the Signature data (Customers, Locations, Technicians, Equipment, Status). If Enable Auto-Sync is not marked, you will need to manually synchronize after this initial upload.

  2. Enter the Refresh Time. The time entered should be in the Agent's local Time Zone.

  3. Select Save.

Excerpt
  1. Select the App Drawer.

  2. Select IoT Hub

  3. From the IoT Hub dashboard, on the FSM Integrations card, select Manage FSM Integrations OR select the FSM Integrations icon from the left navigation.

  4. On the FSM Integrations dashboard, select the ellipsis icon to the right of the FSM Integration to be configured.

  5. Select Manage FSM Integration.

  6. On the FSM Integrations page, under FSM Integration Actions, select Configure FSM Integration  or if this is the first time accessing this page, select the Configure FSM Integration  button on the right side of the window.

  7. Enter the following information:

    • Database Server Address: Enter the SQL Server\Instance or IP address of the FSM.

    • Username: Enter the login username for logging into your FSM. 

Note