Building Optimization Broker Settings

To set up Building Optimization Broker integration, you will need to enter the information that is provided by Key2Act. The Serial Number and Authorization ID are provided when you set up the ERP Agent in Building Optimization Broker (in the pop-up window after adding the ERP Agent and also in the credentials.csv file that can be downloaded after setting up the ERP Agent). The Building Optimization Broker Settings window allows Schedule to obtain a list of "Requested" service calls from Building Optimization Broker. When the service request is accepted, Schedule updates the Building Optimization Broker service call to an OPEN status. Subsequent updates by the ERP Agent will cause the Service Call record, its default appointment, and all subsequent appointments in the Building Optimization Broker to become Managed by ERP. This section displays if you have installed the Key2Act ERP Agent.

1. In Schedule, select the Hamburger menu  and then select Settings.
2. Scroll down to Building Optimization Broker Settings.
3. Enter the following information provided by Key2Act:
   • Serial Number
   • Authorization
   • User Pool ID
   • Client ID
   • Integration URL
4. Select Save.

Additional Information

• The Building Optimization Broker service request statuses used with Schedule are stored in the AppSettings.json file found in (x86)\Signature\Schedule\WebServiceFiles folder.
• A Key Mapping table (NEXTKeyMapping) has been added and includes the following columns: EntityName, SourceIds, NEXTGuid, IsSynched.