Operoo allows an integration with SAS2000 to ensure that data from two systems are synced. For more information about Operoo and integration, please refer to this document: Operoo and SAS2000 Integration
Setting up the integration between Operoo and SAS2000 requires three main steps:
- Creating a Operoo account and configuring the account to manage IP addresses for API Access
- Installing the Operoo Sync File in the Admin SQL server where the SAS2000 database can be found
- Configuring the Operoo account to bring in all the data from SAS2000 database
STEP 1: Creating a Operoo account and configuring the account to manage IP addresses for API Access
This step contains a few sections:
1. Creating a Operoo account
2. Generating the API Access Key
3. Managing the API Access Key
1. Creating a Operoo account
2. Generating the API Access Key
Please refer to this article: How does an Administrator generate an API Access Key for Integration?
3. Managing the API Access Key
Please refer to this article: How does an Administrator manage the IP Addresses for API Access Key?
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STEP 2: Installing the Operoo Sync File in the Admin server where the SAS2000 database can be found
Setting up the integration requires an administrator access to the SQL Admin Server. This can usually be done by the IT tech guy or someone who has an access to the SQL Admin server.
This step contains a few sections:
1. Downloading the Operoo Sync File and saving it in the Admin Server
2. Configuring the settings of the SQL Server Management Studio to allow SQL Server Authentication Mode
3. Configuring the Zscaler settings (if this is being used by the organisation)
4. Setting up the Sync
5. Running the Sync and configuring it to run automatically every two hours
1. Downloading the Operoo Sync File and saving it in the Admin Server
a. Please go to this software downloads page and download the latest sync version. File name is CareMonkeySync.exe-XX.zip, where "XX" is the version (for example, 2.0.62).
b. Create a “caremonkey” folder in the C drive of the server.
2. Configuring the settings of the SQL Server Management Studio to allow SQL Server Authentication Mode
Please refer to this article: How does the Administrator configure the settings of the SQL Server Management Studio to allow “SQL Server Authentication” Mode?
3. Configuring the Zscaler settings (if this is being used by the organisation)
Please refer to this article: How does an Administrator configure the Zscaler settings?
4. Setting up the Sync
a. Run the command prompt as an administrator.
b. Go to c:\caremonkey folder or type cd c:\caremonkey
c. Type caremonkeysync.exe --setup
d. A message similar to below will appear. Type Y and press enter.
e. Type SAS in the next command line
f. The next command lines will ask for the following info:
- Operoo URL for API Access: Just press Enter for this line.
- Operoo API Key: This is unique for each account. Please go to the Generating the API Access section of this article (above) on how to get the API token.
- HTTP Proxy Address
- HTTP Proxy port number
- SAS Database Host Name
- SAS Database Port number: If you're not sure what port number you're using, please refer to this article: How does the Administrator check the correct database (SAS2000 or Synergetic) Port number?
- SAS Database name
g. After entering the details above, the next command line will ask you if you want to automatically create a “caremonkey” user with minimum permission in your SQL Server Management Studio. Type Y and then press enter.
h. A similar screen will be shown confirming that the set-up was successful.
5. Running the Sync and Configuring it to run automatically every two hours
a. After the integration has been set up, type caremonkeysync.exe --sync after the c:\caremonkey command prompt. This will extract the details from your SAS database send these details to your Operoo account.
b. After the process is complete, type caremonkeysync.exe --start-service to automatically run the sync every two hours. This will create a "Operoo" task in the “Task Scheduler”.
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STEP 3: Configuring the Operoo account to bring in all the data that from SAS2000 database
Please refer to this article: How does an Administrator configure the data that was picked up by the integration from SAS2000 or Synergetic to Operoo?
For any assistance in setting up the integration or if an error came up during the set-up or sync, please get in touch with us via the Live Chat tool or send us an email through support@operoo.com.
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