The Agent Manager controls access to the SuccessWare®21 database by third party agents. To open the Agent Manager, you must have administrative rights with in SuccessWare®21. Select from the main menu: “Setup | Utilities | Administrative Tools | Agent Manager”. Third party agents cannot access the SuccessWare®21 databases until a SuccessWare®21 user, having administrative ability, expressly enables the individual agent access via the Agent Manager.
Until a third party agent has attempted to access SuccessWare®21, you cannot grant the agent access. The agent will not show up in the Agent Manager until it first attempts to access SuccessWare®21. The SuccessWare®21 Http Server must be running for a third party agent to access SuccessWare®21.
To grant access:
1) Select the agent record in the top grid. If you do not see a record for the agent, the agent has not yet attempted a connection to your databases. In order for the agent to connect, you must provide the agent with your Master ID (Customer ID from the SuccessWare® Activation form).
2) Enter a password for the agent in the top grid of the Agent Manager. This password will need to be supplied to the third party provider in order for their software to properly access SuccessWare®21. This is how you, as a SuccessWare®21 Administrator can control grant/deny third party access to your data.
3) Enable access to individual companies by double clicking the line in the lower grid for the specific company. Each double click will toggle the state between enabled/disabled. The state must show enabled “true” for the agent to access the specific company’s database.
4) Enable or disable messaging. If enabling messaging, specify the forwarding URL address of the third party server application.
Note: Enabling messaging manually is not
normally necessary. The third party
agent can automatically enable or disable messages during its connection
process. You should only enable
messaging if the agent specifically asks you to and provides you with a
forwarding URL.
Successware®21 will post messages for third party applications. Messages posted include the following…
l a reference library changes is made
l an assignment scheduling change is made for the current date.
l The pricebook is modified, item numbers, prices, descriptions changed.
The messages are recorded so that they might be retrieved by the third party application. Messages will be recorded for any agent with Messaging Enabled in the Agent Manager. The SuccessWare®21 Http Server will forward these messages to the Server URL if specified for that agent in the Agent Manager.
Click on the “Connections” button at the bottom of the Agent Manager to review the connections for the selected agent. From the Agent Connection Manager, you can review sessions for selected connections, refresh and disconnection sessions and connections. This manager is meant to reset connections/session as a maintenance feature if they should become stuck. This manager can also be used to terminate session/connections to stop access to the SuccessWare®21 databases by third party agents.
NOTE: Third party agents cannot access the SuccessWare®21 databases with a SuccessWare®21 user expressly enabling access to the agent via the Agent Manager.