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  1. Select the Access tab.
  2. 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 Key2ActWennSoft.
  3. Enter the Email Alias.

  4. 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. Customer Support may direct you to perform these steps during troubleshooting. 
    • Install Service
    • Uninstall Service
    • Reinstall Service
    • Restart Service
  5. Select OK.

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  1. Select the Company Info tab.
  2. Enter the company information that can be included in some of the communications to your customers.
    • Company Name
    • Company URL
    • Address
    • City
    • State
    • Zip
    • Phone Number
    • Email
  3. Select OK.

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This section is used for setting up a Maintenance Schedule. The Next Scheduled Eventing Pause is used to stop Signature Agent from accessing the database. This allows you to perform database maintenance without generating CDC records that might generate communications.

  1. Select the Maintenance tab.
  2. Select Edit.
  3. In the Eventing Schedule Editor window, create an optional schedule to pause the Eventing Engine.
    1. Select Weekly or Monthly.
      • Weekly - Select the day(s).
      • Monthly - Select the day number and the frequency.
    2. Select the Time of Day and Frequency.
    3. Enter the Duration (Hours).
  4. Select Preview to view what the next 10 occurrences would be based on the setup. Select OK to return to the Eventing Schedule Editor.
  5. Select OK. The Tenant tree now displays the company and automatically creates Event Triggers.

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Select View Event Log from the menu bar to view the log.txt file that displays information about trigger events and also denotes when issues occur. For example, an email for service was received and a response is sent out.

Optional: Remove JOIN to Table SV000805

Some users have experienced a query timeout with the JOIN to the SV000805 (Note) table. By eliminating this JOIN, query performance is significantly improved from taking minutes to run to now only seconds.

If you are not using the Service_Desc_Note field (long note description) when defining standard or advanced communication event emails, we recommend that you manually set "ExcludeNotes" to "true" to remove the JOIN.

To remove the JOIN to table SV000805:

  1. Go to C:\Program Files (x86)\Signature\Signature Agent.
  2. Right-click on SignatureAgentService.exe.config and select Edit.
  3. Change the value to "true" for the following line:
    <add key="ExcludeNotes" value="false"/>
  4. Save the file.