ERP Sync Tool Lifespan

Overview

This article provides an overview of the five (5) stages (and corresponding users and access) that are involved in the lifespan of deploying, running, and uninstalling CIMcloud’s ERP Driver Sync Tool. This sync tool 1) is installed in the same network that your ERP system runs on, and 2) moves data between your ERP system and the CIMcloud platform.

Summary of the Stages

This is a summary of the stages (and corresponding users and tools) involved in deploying, running, and uninstalling the ERP sync tool. More details can be found in the corresponding sections below.

Stage 1: Allowing Remote Access to Deploy the Sync Tool
Stage 2: Deploying the ERP Sync Tool
Stage 3: Removing Remote Access After Deployment is Completed
Stage 4: Running the ERP Sync Tool
Stage 5: Uninstalling the ERP Sync Tool

Details of the Stages

The following provides details of each of the five (5) stages in the life of the CIMcloud ERP Sync Tool.

Stage 1: Allowing Remote Access to Deploy the Sync Tool

The first step to get data syncing between your ERP system and the CIMcloud platform is to allow a CIMcloud specialist to have restricted remote access to your system to install, configure, and turn on the ERP Driver Sync Tool. We call this process “Deploying” the sync tool.

Reasons We “Deploy” The Sync Tool

The sync tool is deployed (or redeployed) when:

You initially purchase CIMcloud
You migrate from a classic (pre-2018) version of CIMcloud to our current platform
You do major ERP system version upgrades
You move servers that your ERP system runs on
Note: There could be other less common reasons (the above are the most common)

Remote Access Actions Required

To allow remote access, you will typically take two (2) actions to allow our ERP sync deployment & support specialists to install and/or support the ERP Driver sync tool (which moves data between CIMcloud and your ERP system).

CIMcloud will provide you with access to a script that can take these two actions for you (an IT person on your team can download and run the script). The two (2) actions are:

Create a windows user that CIMcloud will use to access your system and install the sync tool
1. This is referred to as the “Remote Access Windows User”
2. This typically has the username wspremote
3. Note: This user should only be able to log in using the GoToAssist software listed below (you should not enable external or remote login capabilities for this windows user).
Install the GoToAssist Customer software application that allows an authorized CIMcloud ERP deployment or support specialist to access your system (via GoToAssist) using the Remote Access Windows User above.
1. This software will link access to your system inside of CIMcloud GoToAssist account (note: GoToAssist is a platform that CIMcloud subscribes to that is designed to do this type of thing).

Stage 2: Deploying the ERP Sync Tool

Deploying the ERP Driver Sync Tool involves the following actions and corresponding users:

These users are created by you (the CIMcloud customer) during the pre-install checklist process, which occurs before we deploy the ERP Sync Tool.

Create an ERP user login
1. This ERP user is required for the sync tool to operate
2. This is created by you (the CIMcloud customer)
3. This is used by the ERP sync tool to operate / interact with the ERP’s business objects, SDKs, API’s, etc
4. This may also be used by the CIMcloud deployment specialist when setting up and testing the ERP Sync Tool (to make sure data is moving back and forth between the ERP and CIMcloud)
Create a SQL Server user login
1. This SQL server user is required for the sync tool to operate
2. This is created by you (the CIMcloud customer)
3. This only applies if the ERP system runs on a SQL server database (Sage 100 premium edition only + most other ERP systems)
4. This allows the ERP sync tool to access the data in SQL server that is syncing

This user is created by a CIMcloud specialist while deploying the sync tool.

Create a windows user that the ERP sync tool uses to run / move data
1. This windows user is required for the sync tool to operate
2. This user is created by a CIMcloud specialist when deploying the sync tool.

Stage 3: Removing Remote Access After Deployment is Completed

Once the deployment process is completed, you should take the two (2) steps to remove CIMcloud’s remote access. For step-by-step instructions (including screenshots) check out this Removing Remote Access (To Your ERP Server) article.

Step #1: Remove the Remote Access Windows Users
Step #2: Removing the GoToAssist Customer Software

Stage 4: Running the ERP Sync Tool

Running the ERP Sync Tool should be mostly hands off. One key component to keeping the tool running is making sure the server environment and the user logins needed to run the sync are not disrupted. This section covers 1) the user logins needed for ongoing operations, and 2) operating & troubleshoot basics.

User Logins Needed to Run the ERP Sync

The following user logins are required for the ERP sync to operate. More details on each of these can be seen in the Stage 2: Deploying the ERP Sync Tool section above and this article on The ERP Sync Tool Install Overview.

ERP user login
SQL server user login (if your ERP runs on SQL server)
Windows user login

“Rebooting” the ERP Driver Sync Tool Services

Occasionally, CIMcloud’s ERP Driver Sync Tool service may get disrupted and stop syncing data (between your ERP system and the CIMcloud platform). This ERP Driver Sync Tool “Reboot” Steps article covers the steps that can be taken by you, only when a CIMcloud support specialist requests it, to resolve data syncing issues when they occur. This is a summary of the “reboot” steps. Complete details are in the “reboot” article mentioned above.

Step #1: Stop the “WSP – ERP Driver” Sync Tool services
Step #2: Kick the “WSP” user out of your ERP system
Step #3: Start the “WSP – ERP Driver” Sync Tool services
Step #4: Restart “WSP – Updater” service

Stage 5: Uninstalling the ERP Sync Tool

This article explains the ERP Driver Sync Tool Uninstall Process. These are typical events that would cause you to uninstall the sync tool:

Moved your ERP system to a new server
Completed a CIMcloud Classic-to-Current Migration project and went live
Terminated/cancelled your CIMcloud service
Changed your ERP, kept CIMcloud, and provided your own sync tool (with the CIMcloud API)

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