Xchange Agent

The Xchange Agent is an essential tool that securely moves data between your systems and the App Xchange Platform.

The Xchange Agent is a key technical aspect of App Xchange’s integration solutions when working with Foundation, Sage 100 & 300, Viewpoint Spectrum, and Viewpoint Vista. This lightweight Windows service acts as a broker between the App Xchange cloud platform and a third-party database. It can communicate with many kinds of databases, even those on a local server infrastructure, behind a firewall, and without web-based connectivity. It is essential for running many integrations in the Trimble Marketplace network.

The Xchange Agent communicates with external platforms via private REST APIs and HTTPS web services to ensure all traffic is secure, encrypted, and authorized. Communications are packaged into encrypted packets, which are issued back to the platform via a response stream for efficient processing. It routinely monitors the cloud platform for instructions and automatically updates itself to the latest version. And because processing occurs on the App Xchange platform rather than the local environment, local resources are protected from expanded or inappropriate use.

The Xchange Agent has modest system requirements and typically takes less than five minutes to install.

App Xchange Agent Minimum System Requirements

Operating System: Windows Server 2008 or newer

Architecture: X64 or x86

.NET Framework: 4.7.2 or newer (Recommended: Download the latest version recommended by Microsoft)

System Resources: The Xchange Agent is resource-efficient and lightweight. Any general-purpose application server comparable to AWS EC2 M5 large is sufficient to host it. It just needs a stable connection that is always up.

Installation Instructions

If your database is hosted on a Cloud instance, a support member from this service must complete these steps for you. If your database is self-hosted on a local server, you must be a database administrator to complete these steps on your own.

Before you begin: Ensure that your server meets the minimum requirements for the Xchange Agent. Ensure that an Xchange Agent is not already installed on your server. Find your activation code by opening this connector's workspace in App Xchange, 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.

4. Once the Xchange Agent is installed, follow up with your App Xchange Customer Success Manager so they can ensure the connection is successfully established.