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Setup is part of the tray app. It has four steps, shown at the top of the window: Connect, Confirm, Database and Done. Nothing is saved until you click Connect in the second step.

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Before you begin

  • The Windows service must be installed and running. Setup sends everything to the service, so it cannot work without it. See Install the agent.
  • You must be allowed to change the agent: a member of the local group Omnilinker ERP Sync Operators, or an administrator running the tray app elevated. Installing the agent adds the person who installed it to the group. See Who can change the agent.
  • Someone who can manage the connection in Omnilinker gives you a connection code. See Get a connection code.
  • Have the ERP database server name, database name, the company number and, for a SQL Server login, its user name and password.

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Open setup

Setup opens by itself when the tray app starts and the agent is not connected yet. After installation the service starts the tray app for you, so setup appears straight away. Later, open it from the tray app: Settings… > Connect to another company…, or the panel’s Connect button while the agent is not connected.

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Complete setup

1

Connect

On Connect this PC to Omnilinker, type or paste the code in Connection code. Letters and digits are enough; dashes and spaces do not matter. Where’s the code? says where to get one.If your Windows account may not change the agent, this step says “Connecting this PC needs an administrator or a member of “Omnilinker ERP Sync Operators”. Ask one of them to sign in and connect it. If you were just added to that group, sign out of Windows and back in, or run the app as administrator.”, and Continue stays unavailable.Server shows omnilinker.pl. Change it only if your company runs its own Omnilinker: click Change and enter its address, starting with https://.Click Continue. If the code does not work, setup says why:
2

Confirm

Is this your company? shows the Company, the ERP connection, the ERP and who created the code. Check that it is yours: if not, click Cancel and ask where the code came from.Click Connect. This saves the connection on this computer.
3

Tell it where the database is

On Where is the Wapro database?, fill in the connection form:Under Advanced are Encrypt the connection and Trust the server’s certificate. Trust the certificate only for a server with its own, self-made certificate.Source warehouse and ERP user for writes are shown read-only, with Change in Omnilinker: they are set on the connection’s page in Omnilinker.Click Test connection. The service starts the connector with these settings and checks each step: that it reaches the database, that SQL Server accepts the sign-in, that Wapro’s price procedure is installed and the login may run it, and that the company is right. Continue saves the settings only after a test that passed. If a step fails, fix what is marked and test again.
With Windows account of the service, the agent signs in to the database as the service’s account, Local System, not as you. On a SQL Server on another computer, that is the agent computer’s account (<DOMAIN>\<COMPUTER>$). The test runs inside the service, so it checks that same account. See Requirements.
The sign-in is stored on this computer, encrypted. Omnilinker never sees it. The saved password is used only for the server, database and user it was saved with: after you change any of them, the form asks for it again.
4

Done

The step names your connection, for example Magazyn główny is connected. You can close the window. Continue in Omnilinker opens the connection in your browser, where the ERP’s lists appear on the connection’s Overview tab, under Lists from ‹ERP›, within a minute or two. If you are setting the connection up in Omnilinker, its Check on the PC step shows them too.See Use the tray app for what the tray app shows, and Lists and mappings for what to do next in Omnilinker.
The Done step also says what the agent will do: “Prices sent from Omnilinker are written to ‹ERP›, and its lists of price levels, warehouses and products are read so you can map them in Omnilinker.” Prices are written only when you send them. The agent reads the ERP’s prices only if Omnilinker asks for them; see Prices. If you close setup after Connect but before the database step, the agent is connected but cannot reach the ERP yet. The panel then shows the database as Not set; finish it in Settings… > Change….

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What setup saves, and where

The Windows service saves the configuration to one file, for the whole computer:
That is usually C:\ProgramData\Omnilinker\ErpSync\credentials.dat. Only SYSTEM and administrators can open it, not even members of Omnilinker ERP Sync Operators. The tray app never reads it: it asks the service instead, and the service never gives it a password. The file holds:
  • the agent key and Omnilinker’s address,
  • the connection, its name, the company and the ERP,
  • the ERP database settings, including the password, if you entered one,
  • the company number.
The file is encrypted with Windows DPAPI using the machine scope. It can be decrypted only on this computer, so you cannot copy it to another machine. The ERP database settings stay on this machine and are never sent to Omnilinker.

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Change the settings later

In the tray app, Settings… > Change… opens the same connection form, and Connect to another company… runs setup again for another connection. Both take effect without restarting the service, and both need an operator. When you change Server, Database or User, type the password again. See Settings.