Connect a Spectrum On-Prem Environment

Installing the Xchange Agent and creating a SQL Users are essential steps to configuring a Vista connector.

You must be a Spectrum administrator to complete these steps. The Info-Link module must be active in your Spectrum instance. For more information, see Info-Link.

Before You Begin: Ensure that your server meets the minimum requirements for the Xchange Agent. For more information, see Xchange Agent Overview. Ensure that an Xchange Agent is not already installed on your server. Find your activation code by opening this connector's workspace, selecting the pencil icon by the workspace name, and then scrolling down to the Agent Info section. Record it for later.

1. Download the latest version of the Xchange Agent here.

2. Move the zip file to the server where the ERP is hosted.

3. Install the Xchange Agent by following the instructions in the installation wizard. When prompted, enter your activation code.

Your Xchange Agent is installed.

4. In Spectrum, navigate to Info-Link > User Security Maintenance.

5. Select New.

6. Select the appropriate company and enter XChangeServiceUser in the Database User field. Press Enter on your keyboard.

IMPORTANT: It will NOT work if you only select OK. You MUST press Enter on your keyboard.

7. Create a strong password and select OK

8. Add 13.84.41.168 to your IP allowlist.

9. Send your App Xchange Customer Success Manager the following information:

• Server Name

• Database Name

• SQL Username

• SQL User Password

• Spectrum company codes

Important: Passwords must be securely shared via your preferred method.

Your Xchange Agent is installed and your SQL User has been created. Proceed to the next step: Create a Spectrum Data Exchange.