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

The iOffice 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 different iOffice 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 iOffice server connection settings configured for the Main Dealer, unless otherwise specified.

During the initial iOffice PULL; defined as the extraction of data from the iOffice server, the iOffice accounts, centers and associated device lists are imported into Central.  Central accounts which already exist, will be mapped based on identical iOffice account and center names and by cross referencing the device serial numbers and equipment id's.   The remaining iOffice accounts and centers which are not mapped are referred to as iOffice Orphans.  Using the iOffice Orphans page, accounts and centers 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 the iOffice server.  This process helps to reduce DSO (Day-Sales-Outstanding) by providing accurate and timely billing.

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

iOffice 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 iOffice 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 iOffice Service URL value is used to connect to the iOffice server web service.  If Central is hosted externally, the public IP or domain path must be included, i.e. http://demo.ikontrac.com/external/api/asset/fmaudit.cfc.  If both Central and iOffice are hosted internally, this may be the internal LAN IP or server name, i.e. http://172.1.120.3/api/asset/fmaudit.cfc, or http://OMDServer/api/asset/fmaudit.cfc.

Authentication
The iOffice web service requires a User name and Password for authentication.

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

Map Accounts to iOffice Accounts and Centers by name
With this option selected, iOffice accounts and centers with like names to those in Central will be automatically mapped and selected for synchronization.  Accounts and centers which are not mapped, are referred to as iOffice Orphan accounts.  These accounts may be manually mapped via the iOffice 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 iOffice centers are split, multiple iOffice centers 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, iOffice accounts and centers; 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 iOffice Center Orphans
With this option selected, a Central account will be created automatically for each iOffice center orphan, based on the information extracted from iOffice.  To individually select which iOffice accounts and centers to create in Central, deselect this option and refer to the iOffice 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, centers and devices from iOffice 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.  To define the meter submission frequency on a per-account basis, refer to the Account Settings page.

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 the iOffice application.