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.
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. Create your Spectrum SQL User.
5. 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.