The Digital Gateway Sync Settings page is available from the Synchronize Module located on the Main Admin page.

Central currently supports the e-Automate PIP (Partner Interface Platform) version 7.0.x or higher, however we highly recommend using the latest version available.

The Digital Gateway Sync Settings page lists the Main Dealer and each sub-dealer account (defined as an account with a dealer user assigned as the primary contact) as a separate row in the account grid.  This allows you to configure each with a different Digital Gateway server connection settings and/or push/pull frequencies.  Placing a check in the appropriate Select row, performs a 2-way sync with all child accounts.  All sub-dealer accounts by default inherit the Digital Gateway server connection settings configured for the Main Dealer, unless otherwise specified.

During a Digital Gateway PULL; defined as the extraction of data from e-Automate, the following information is extracted and imported into Central:

1)  Accounts; e-Automate accounts and account branches that have devices assigned to them

2)  Contacts; e-Automate account contacts that have emails assigned to them.  These contacts are created under the applicable Central account as Customer Users and are assigned random passwords.

  Note: Emails are not sent to the contacts.

2)  Devices; e-Automate devices which are on an active contract

The accounts imported from e-Automate are compared to those which already exist in Central.  Accounts are mapped based on identical e-Automate account names and by cross referencing the device serial numbers and equipment id's.  The remaining e-Automate accounts which are not mapped are referred to as Digital Gateway Orphans.  Using the Digital Gateway Orphans page, accounts may be mapped to unlike names, or selected individually thereby creating new Central accounts.

Optionally, you can combine the Central Meter Validation results, allowing the meters extracted using Onsite, WebAudit or Viewer to be pre-approved by either the end-user or dealer employee prior to a PUSH; defined as the submission of data to e-Automate.  This process helps to reduce DSO (Day-Sales-Outstanding) by providing accurate and timely billing.  The Meter Validation & Submission process works in conjunction with a per-account meter submission schedule, therefore overriding the global push frequency.

If FMAudit Central is offline and misses multiple syncs, then it only performs the last scheduled sync when it comes back online.

Digital Gateway Server Connection Settings
Minimally, the Main Dealer account requires the server connection settings to be specified.  To view another sub-dealer account and/or modify these settings, select the sub-dealer account from the Dealer Account drop-down list.  Modifying the Digital Gateway Server Connection Settings and selecting the Save Connection Settings button, applies those settings to the current sub-dealer account and all child accounts, no longer inheriting the settings from the Main Dealer.

Service URL
The Digital Gateway Public API URL value is used to connect to the e-Automate PIP.  If Central is hosted externally, this must include the external IP or domain path, i.e. http://eautomate.dealerwebsite.com/PublicAPI/PublicAPIService.asmx/.  If both Central and e-Automate are hosted internally, this may be the internal LAN IP or server name, i.e. http://172.1.120.3/PublicAPI/PublicAPIService.asmx/, or http://eautomate/PublicAPI/PublicAPIService.asmx/.

Authentication
The e-Automate application requires a User name and Password for authentication.  In addition the Company and Public API version are required.  These values entered into the Central Digital Gateway Sync must match those configured in the e-Automate application.

Meter Name Mapping
FMAudit products use static meter names, therefore the Digital Gateway Sync allows you to specify the associated e-Automate meter names.  Fields are left blank for any meters which are not specified and used by the e-Automate application.

Map accounts by name
With this option checked, accounts with like names to those in Central will be automatically mapped and selected for synchronization.  Accounts which are not mapped, are referred to as Digital Gateway Orphan accounts.  These accounts may be manually mapped via the Digital Gateway Orphans page.  In the case where an audit is performed on an end-users WAN (Wide Area Network) therefore containing results from multiple branch offices, and the associated e-Automate accounts are split, multiple e-Automate accounts may be combined and mapped to a single Central account.  The account names are separated with a semi-colon ";".

Map accounts by EquipID's and S/N's
With this option selected, e-Automate accounts; even with different names, are automatically mapped to the appropriate Central accounts.  Devices are auto-mapped based on a Serial Number or Equipment ID.  These devices may be manually mapped or edited via the ERP Equip ID column located on the Device Management Views page.

Create accounts using Digital Gateway orphans
With this option selected, a Central account will be created automatically for each Digital Gateway orphan account, based on the information extracted from e-Automate.  To individually select which e-Automate accounts to create in Central, deselect this option and refer to the Digital Gateway Orphans page.

Managed Devices
Devices which are automatically mapped via a Serial Number or Equipment ID are flagged in Central as Managed Devices, unless this option is set to Manual.

Push and Pull Frequencies
Separate push and pull frequencies may be configured as appropriate, i.e. Pull new accounts and devices from e-Automate every 1 week, and Push meters from Central every 1 day.  These settings apply to all child accounts.  Each push will submit the updated meters since the last interval, i.e. previous day.

We recommend overriding the global Push frequency, and Push the meters on a per-account basis 1 day before the meters are due for billing.  Refer to the Account Settings page for more information.

Send results via email
With this option checked, a summary email will be sent to the selected contact upon completion of a push or pull from e-Automate.