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  1. In Signature Agent Configuration, choose select the CDC Configuration tab.
  2. In the Name column, choose expand the Dynamics GP database and then choose the .
  3. Select the company database.
  4. Select Create Objects to create the CDC change options that are listed on the right side of the window.
  5. The following entities are available:
    • Appointment (enabled)
    • Equipment
    • GP Customer
    • Job
    • Job Cost Code
    • Location
    • Service Call (enabled)
    • Service Option (enabled)
    • Technician (enabled)
  6. To enable additional triggers, right-click on an entity, select the entity name and choose Enable Trigger(s). For then select Image Added Start from the menu bar. For example, enable Job to track changes to the job tables for job appointments. To disable an entity, select Image Added Stop from the menu bar.
    • Enabled entities are indicated with a green Image RemovedImage Added icon.
    • Disabled entities are indicated with a red  icon.

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Each company that will be used with Signature Agent Configuration will need to be set up by associating the company to a Signature Agent Service that will be monitored for changes.

  1. On the Home tab, create a new company by choosing New Company or choose an existing company and then choose .
  2. From the menu bar, select Properties.
  3. In the Edit Company Connection window, you will be associating the company to a Signature Agent Service that will be monitoring for changes.complete the following tabs:
    • Database
    • Access
    • Company Info
    • Dispatcher Email
    • Maintenance

Database Tab

Enter the company database settings.

  1. Enter the Company Name. This is only used for the display name in the Tenant tree to the left.
  2. Enter the Database Server IP/Port. To enter the Database Name, you can either enter the name or choose Database Name or choose Browse and then select the company database.
  3. Enter the the database Username and Password for the database.
  4. Select Test Connection to verify that the database settings are correct and can connect to the database. You will be prompted to save the settings prior to the test running. 
  5. The Access Key is generated at this time . See General and can be found on the Access tab.

Access Tab

  1. Select Show to view the Incoming Access Key and the API Key.
    • The Incoming Access Key is generated by the database once the company is saved prior to testing the configuration. This key is used as a unique identifier. 
    • The API Key is automatically generated from Key2Act.

  2. The Email Alias is the email address that your customers will use when sending an email to create a service call. For example, if you create an alias of Fabrikam, your customers would send an email for a service to fabrikam@servicerequests.io.

  3. Select the cloud-based server Environment (Note that additional environments may exist based on licensing): 

    • Production
    • Staging
  4. Select the Agent Service.You can select the Agent Service drop-down to perform the following service options. These options are also available from the menu bar on the Home tab.
    • Install Service
    • Uninstall Service
    • Reinstall Service
    • Restart Service

Company Info Tab

Enter the company information that is included in some of the communications.

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