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Exact Integration solutions – Changes in release 251

Written by Michiel Dorjee on . Posted in Exact Globe, Exact Synergy

Hi all,

It has been a while since my last post on exact integration, so what have we been up to all this time?

Besides having done a lot of improvements on the system and services layer of Exact Globe Next and Exact Synergy Enterprise we have also been adjusting the current product and thinking in a larger scope on all of our products that use some form of integration.

On the Exact Interation product we are still ,and will continue to, expanding the repair/migration tools.  For the coming release we have added the following entities to the tool:

  • Bankaccounts
  • General Ledger accounts
  • Item account

Also we have added synchronization of sectors and subsectors into the Exact Integration solution. They will now be synchronized when you create new entries of these or update these entities on either side.

On the topic of services we have created Financial Header and Financial Lines services and we have built a Quotation service, now ready to use to retrieve and create data externally.  You can view the technical reference for Exact Synergy Enterprise webservices here and the Exact Globe Next entity services you can view here.

A different solution, but closely related, is our Central Master Data Mangement solution. In this release we have changed the behaviour of the Parent-Child synchronization between Exact Synergy Enterprise and Exact Globe. The link between parent and child is no longer mandatory to also exist in the division. Functionally this means you can have a parent in a different division than your child. When changing the parent from division to division this link will be restored.

As a last related topic I would like to inform you that our Synergy Office Integration solution now supports Office 2013 both 32 and 64 bits. Also the Office 2010 64 bit version is now supported.

Should you have any questions about these solutions, do not hesitate to contact me at ruud.aalders@exact.com or add comments to this post.

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Comments (25)

  • Gary@VCD

    |

    Ruud, regarding Sector Subsector, previously replication of an Account would fail when a (Sub)Sector had been added in Synergy but did not exist in Globe. Customers were forced to buy the Globe module CRM and add the new (Sub)Sector manually. Am I correct to understand the Globe module CRM is no longer manditory?

    Reply

  • Ruud Aalders

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    Hi Gary,

    Yes, this is correct. For those 2 entities you will no longer need this. I am not sure however what other entities are offered in this module that are required. There are more properties that are not synchronized that are offered in this module.

    Reply

    • Gary@VCD

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      Ruud, thanks for your reply.
      What about other marketing related entities like Classification, Source, Size? Will an Account be replicatied from Synergy to Globe when a new Classification/Source/Size has been created in Synergy and linked to the Account?

      Reply

      • Ruud Aalders

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        Hi Gary,

        Those entities have not been implemented (yet).

        Reply

        • Gary@VCD

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          Ruud,
          Integrator replicates Documents too. But without CRM license in EGN, DocumentTypes are NOT replicated from ESE to EGN, so documents are not replicated when a new DocumentType is added in ESE.

          Please make DocumentTypes, MainCategories, Categories en SubCategories (they may still be in use) available in Integrator, without having to invest in CRM license.

          Better still: make entities to be replicated optional, so whe can decide for ourselves which entities should be replicated. E.g. Documents from ESE to EGN make no sense, requests from EGN to ESE make no sense.

          Finally: please explain to the public how Integrator handles Human ID’s of documents and request being replicated. I suspect few customers know what happens exactly.

          Reply

          • Ruud Aalders

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            Hi Gary,

            As I also emailed to you, the licenses matter is something that product marketing will pick up. Once it’s decided to be adjusted or not it will become a topic for product management.

            As for your suggestion to making replication optional, this is a good suggestion that is already added to the backlog for Exact Integrator.

            The HumanId question, integrator engine will look for the available number in both packages and after it has received an available number from both packages, it will assign this number to the document. After that the document is synchronized between the two products.

            Hope this asnwers your questions, feel free to contact me directly if you need more information.

            Kind regards,

            Ruud.

            Reply

  • Shawn Gamble

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    I would love to see Macola ES move to a Sync method that utilized the entity Framework of synergy, with web services to sync the data in a bidirectional method. we need a better alternative than ASIMPORT. If this was built correctly it could leaded to other new developments in Macola ES functionality. The same directions that Globe is moving.

    Reply

    • Ruud Aalders

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      Hi Shawn,

      Macola ES is not a corporate product, hence they follow their own roadmap. Contacting our Americas office may get you more clarity on this.

      Reply

  • Wouter

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    Ruud,

    Are you also working on implementing synchronisation features for the different entities under items? Like warehouses, warehouse location and especially serial numbers. We’re using central master data management and allthough Items is one of the synchronised entities I find it quite strange that itemnumbers is not, since for us this is a quite integral part of working with items in synergy.

    Reply

    • Ruud Aalders

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      Hi Wouter,

      Currently we are not working on additional entities for Central Master Data Management. We are gathering all the information and will propose it for roadmap. It would be great if you could submit a solution feedback request.

      Reply

  • Lennard van der Poel

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    When will there be an API available for synergy so we can access Synergy via our own App?

    Reply

    • Ruud Aalders

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      Hi Lennard,

      You mean you want to have synchronization with synergy from your own solution? It’s not yet available.

      Reply

    • Shawn Gamble

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      I agree with Lennard that some API would be nice, hence giving opportunity to interface with other entities such as Mail advertising applications such as constant contact, or Marketing tools like Hubspot.

      Reply

      • Ruud Aalders

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        Hi Shawn,

        Deducting your comments and the ones from Lennert is that you want to be able to synchronize with Synergy or Globe from an external application, correct? If it’s that you want to be able to pick up the notifications of synchronization, you already can via our webservices layer.

        Reply

  • Jackie Yee

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    Hi Ruud,

    We’re running Globe 405 and Exact integration release 250. Does that mean that we have to uninstall the prevous Exact Integration 250 prior to install release 251? If yes, can you provide the better upgrade file in the future to support in-place release upgrade so that we don’t have to unstall the previous release and then reinstall the new release of Exact integrator?
    Thank you

    Reply

    • Ruud Aalders

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      Hi Jackie,

      Yes, you have to re-install the integration software. The uninstall will be triggered once you run the new msi installer. And yes, we are also considering a new way of installing software that runs inbetween our products or our product and an external product.

      You don’t have to uninstall it first, just make sure you update all 3 products when you update, Synergy, Globe and Integration.

      Reply

  • Sylvia van Beerse

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    Hi Ruud,

    Would it be possible to implement the SOI (msi) for release 251 within release 250? In other words, could I update my SOI without updating SE and Globe?

    Reply

    • Ruud Aalders

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      Hi Syliva,

      Though it’s not mandatory to update SOI every release, we don’t cover backwards compatibility. Meaning I can’t guarantee you that the 251 SOI release will work on 250.

      Reply

  • Shawn Gamble

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    As discussed before SOI install is a nightmare for my environment as every update to synergy I have to go to each PC and reinstall the SOI for my users. Very Time Consuming, They are all on the domain Using Domain Credentials to log on to there PC, Why can’t it just reinstall and utilize single sign on. Very frustrating for my users and then again for me as I have to explain to my users that this very nice ERP needs me to go to each of their PC’s when we update to get there product running again.. As they laugh and wonder why we are using such a wonderful Piece of software. This is the reality and this is the perception from the users. Its hard to argue with them when they are right. I can understand working with my remote users to get them going as I train them how to properly logon to the domain since they are remote they have to jump through some hoops, but my local users should not have to deal with this. Want to make the product better, enhance the user experience by making the product work better. Wish some one over in Delft would stop getting on projects to do new functions and start focusing on getting the current product working better. I love the new functions but just because you get new functions does it means drop fixing the current issues.

    Reply

    • Ruud Aalders

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      Hi Shawn,

      Though I am not the product owner of SOI, your experience matters to me. I will have a discussion with our architects and the product owner of SOI to see what we can do on this matter.

      Kind regards,

      Ruud.

      Reply

    • Martin Ortgiess

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      Hi Shawn, we had internal discussion about installation of SOI. Currently update of SOI requires you to fill in username and password and the URL is already filled in. Is this the part users has difficulties with?

      Ofcourse it would be great when it is silent update. We will look into the options we have and decide what to do with it based on that.

      For now, group policy can help you to further simplify the installation of SOI. I believe we have documentation about that. Your Exact supporter can further support you with that.

      Reply

  • Dave

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    Shawn, I totally agree with you. Many new functionalities are launched the last year, but I am a big fan of improving the functionalities which we already have. Exact should some how measure how many times which functionalities are used. So for example install some software which is registering this at different kind of companies. The same way as how websites are monitored. If a page is almost never checked, you can delete the page so you don’t have to spent any time on this page anymore.

    Reply

    • Ruud Aalders

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      Hi Dave,

      A project has been started up which will monitor the use of pages in Synergy. We are definetely working on these kinds of tools.

      Reply

  • Nick

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    I’ve been working with Exact since EGforD. Synergy and Globe based on one database was a crucial advantage of your product.
    I still don’t understand decision about killing this solution where you didn’t change ESE database structure.
    Maybe someone will take deep breathe and decide about return one database.

    Reply

    • Ruud Aalders

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      Hi Nick,

      Sorry for replying this late. Technically it’s no longer possible to return to one database. If you want more details on that, feel free to contact me.

      Reply

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