Implementing SmartConnect: System Requirements

eOne SolutionsThis post is part of the series on Implementing SmartConnect, an integration tool from eOne Solutions, which can take data from any source and integrate it into Microsoft Dynamics GP (and other systems such as Microsoft Dynamics CRM or Sales Force amongst others). It has a drag and drop interface to make creating integrations quick and easy for all users rather than just developers (as many integration tools target).

Before starting to install SmartConnect, the following requirements should be checked to ensure compatibility; if procureing new servers or software, I’d generally advise to aim for the top of the requirements to ensure greatest longevity.

Processors:

  • 32 bit processor machines, 2 GHz or greater.
  • 64 bit processor machines, 2 GHz or greater.

Memory (RAM):

  • 1 GB of RAM is required, at least 4GB is recommended.

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Implementing SmartConnect: SmartConnect vs. Integration Manager

eOne SolutionsThis post is part of the series on Implementing SmartConnect, an integration tool from eOne Solutions, which can take data from any source and integrate it into Microsoft Dynamics GP (and other systems such as Microsoft Dynamics CRM or Sales Force amongst others). It has a drag and drop interface to make creating integrations quick and easy for all users rather than just developers (as many integration tools target).

For providing clients with integrations, we’ve typically used Integration Manager, which is part of the Customisation Pack. Having recently taken a look at SmartConnect from eOne Solutions, I rapidly came to the conclusion that while Integrating Manager is easy to use and integrations are relatively simple to create, it lacks a lot of the features of SmartConnect.

Feature Integration Manager SmartConnect
Easy to create integrations
Schedule Integrations to run automatically  
Use Excel XLSX as a data source  
Connect to almost any datasource  
Integrate to any eConnect node  
Integrate with custom eConnect nodes  
Extend integrations programatically VBA VB.NET or C#
Chain integrations to run one after the other  
Schedule export of data to other systems  
Robust when integrating large datasets  

Implementing SmartConnect: Introduction

eOne SolutionsThis post is part of the series on Implementing SmartConnect, an integration tool from eOne Solutions, which can take data from any source and integrate it into Microsoft Dynamics GP (and other systems such as Microsoft Dynamics CRM or Sales Force amongst others). It has a drag and drop interface to make creating integrations quick and easy for all users rather than just developers (as many integration tools target).

SmartConnect provides an alternative to Integration Manager, which is part of the Microsoft Dynamics GP Customisation Pack. While Integration Manager allows users to create and run integrations on an ad hoc basis, SmartConnect provides much more functionality, such as the ability to schedule integrations, poll a folder to load all files within and load data from many different data sources including Excel spreadsheets, transform data and provides a web service which can be called from any application.

There are three types of integration which can be created in SmartConnect:

  • Bulk Data Sources – Bulk data sources are configured to look at fixed data locations (such as a particular file or folder). The SmartConnect Scheduler can be used to define a schedule on which bulk data source integrations should be run.
  • Change Data Sources – A change data source will track all data changes since the map last ran successfully; based on the schedule, it will execute a SmartConnect map to integrate the data.
  • Real Time Data Sources – Data is integrated in real time from any Microsoft Dynamics GP window or direct from Dynamics CRM to any destination.

Continue reading “Implementing SmartConnect: Introduction”

Implementing SmartConnect: Who Are eOne Solutions?

eOne SolutionsThis post is part of the series on Implementing SmartConnect, an integration tool from eOne Solutions, which can take data from any source and integrate it into Microsoft Dynamics GP (and other systems such as Microsoft Dynamics CRM or Sales Force amongst others). It has a drag and drop interface to make creating integrations quick and easy for all users rather than just developers (as many integration tools target).

I’ve done a small number of posts before on eOne’s SmartList Builder previously, but this is the first series of posts I’ve done on one of their products.

I’m sure everyone using Microsoft Dynamics GP is aware of who eOne Solutions are, but in case you don’t, eOne are a Microsoft Dynamics GP ISV (Independent Software Vendor) based in Fargo, North Dakota, and with offices in Texas and Australia.

They have created a number of products which either install into Microsoft Dynamics GP or which integrate with it:

  1. SmartConnect – the subject of this series is an integration tool which allows you to integrate lots of different systems with Microsoft Dynamics GP.
  2. Extender – allows you to create new windows and forms for Microsoft Dynamics GP, without needing the services of a developer.
  3. SmartView – provides an alternate, fast and flexible interface to the existing SmartLists.
  4. Node Builder – allows easy creation of new eConnect nodes to be created without the need for a developer.
  5. Flexicoder – allows you to automatically recode Sales transactions with configurable rules and references.
  6. SmartPost – automates the posting of Microsoft Dynamics GP batches.
  7. SmartList Builder – enables both the creation of new SmartList objects or modification of existing ones. Up to 32 tables can be linked and tables can be standard GP tables, any Third Party (ISV) tables, any SQL table, SQL views or SQL Scripts, other SmartLists or Extender resources.

I’ve worked with many clients using SmartList Builder and it has proven to be a very popular tool with them for the ease and flexibility of creating new SmartLists. In more recent times, I’ve also done work with Extender, SmartConnect and NodeBuilder. In this series, I am going to be focused on SmartConnect, but over the coming year, I’ll also be taking a look at some of the other products.

Implementing SmartConnect: Series Index

eOne SolutionsSmartConnect is an integration tool from eOne Solutions which can take data from any source and integrate it into Microsoft Dynamics GP (and other systems such as Microsoft Dynamics CRM or Sales Force amongst others). It has a drag and drop interface to make creating integrations quick and easy for all users rather than just developers (as many integration tools target).

I’ve known about SmartConnect for quite a long time now, but have only just started working with it and thought a series of posts on the installation and configuration process might be useful to do.

The index below will update as each post goes live if you are reading directly here (if you’re reading on a syndicated version, you will need to check back to the original post).

Implementing SmartConnect
Who Are eOne Solutions?
Introduction
SmartConnect vs. Integration Manager
System Requirements
Prerequisites
Installation
Configure Windows Service
Assign SQL Login Security
Install GP Addin
Update GP Cache
Console First Run
Configure GP Connector
Configure Security
Run System Maintenance
Verify Connector Working
Conclusion

A Diary of reIMAGINE 2016: Part 17 – Conference Day 3/Tips for Creating Integrations Session

reIMAGINE2016The third and final day of the conference was quite a short day with only three sessoins in the morning.

The first of the sessions I attended was Tips for Creating Integrations which was run by a former Microsoftie who now works at eOne. The session did have general tips on what you should be thinking about and asking when creating integrations, but was, as you would expect for a session run by a partner, focused on using their tools. In this case, the tool was SmartConnect.

As a partner of eOne already, SmartConnect was already on my list to take a look at (we currently mainly do SmartList Builder although we also have clients with Extender and SmartView), it was a very interesting session showing how data could be integrated into Dynamics GP from other sources such as Dynamics CRM or a web site and also how the Excel add-in can be used to extract data, and then update Dynamics GP once the user edits the data in Excel.

Much to think about.

Click to show/hide the A Diary of reIMAGINE 2016 Series Index