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Refer to the SmartConnect manual for system requirements and instructions for installing and setting up SmartConnect.

Prerequisites

To find a complete list of system requirements across all the Signature modules, please refer to the Signature System Requirements document found on the Product Download page on Signature Resources. http://www.key2act.com/customer-portal/downloads

Table of Contents

Prerequisites

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K2ADOCS:WS Portal Download Link Paragraph
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Installation

Enable registration keys

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  1. Launch the file SignatureSmartConnect.exe.
  2. Complete the following fields on the installation window:
    • Username
      Enter your Microsoft Dynamics GP user name, or leave this field blank to use your Windows credentials.
    • Password
      If you entered a user nameusername, enter your password.
    • SQL Server
      Enter the SQL Server name and instance where Signature is installed:
      <server name>\<server instance>
    • System Database
      Enter the name of the system database where Signature is installed.
    • Web Server
      Enter the location where the Signature Registration Web service is installed. You must have Integration Manager registered before it can be installed.
  3. Choose Install. When the installation is complete, you receive a message telling you that Integration Manager was successfully installed.
  4. Choose OK, and close the installer window.

Set Up Read Access in SQL Server Manager for eConnect User

To view more precise error messages that you may receive, the user that was set up to run the integrations needs to have Read Access to the SmartConnect database.

Determining the User Name

To find the user name:

  1. On the workstation where eConnect is installed, open Windows Administrative Tools.
  2. Double-click Services.
  3. Double-click eConnect for Microsoft Dynamics GP xxxx Integration Service. (xxxx is the GP year.)
  4. Select the Log On tab.
  5. The user listed in this window needs to have Read Access to the SmartConnect database.

Granting Read Access

  1. Open SQL Server Management Studio.
  2. Verify that the user exists under Security > Login. If the user does not exist, you will have to add the user with permissions to the SmartConnect database.
  3. If the user does exist, right-click on the user and select Properties.
  4. Under Select a page, select User Mapping.
  5. Under Users mapped to this login, select SmartConnect to give access to the database.
  6. Under Database role membership, mark at least db_datareader.
  7. Select OK to save your changes.