Non-supported ReleaseNon-supported Release
ECI no longer supports this version of e-automate, and this version of the online help is no longer being updated. ECI recommends upgrading to the current release. Contact your account manager for more information.

Integrating FMAudit with E-automate

When FMAudit is integrated with e-automate, the data collected by FMAudit from print devices is synced and integrated with e-automate to streamline business processes, eliminating redundant data entry and costly employee overhead related to meter billing. You can configure alerts to simplify and automate the ordering of supplies for managed equipment.

Meters are collected from the customer devices and seamlessly integrated with e-automate billing for fast and accurate billing. Supply alerts from FMAudit provide for proactive customer service. ECI FMAudit data can be used to facilitate just-in-time inventory management.

For more information about FMAudit functionality, see FMAudit's User Guide and What's New online help resources.

The process of integrating FMAudit with e-automate involves:

Creating an e-automate user called FMAudit with the appropriate permissions

Creating an fmaudit meter source

Enabling custom properties

Creating a Last FMAudit attribute

Associating the Last FMAudit attribute with customer and equipment custom property configurations

Assigning the custom property configurations to customer and equipment records

Updating or setting up ESN

Adding your dealer number to RemoteTech's web.config file

Contacting FMAudit to complete the integration

Creating the E-automate User Called FMAuditCreating the E-automate User Called FMAudit

To create the e-automate user called FMAudit, with the appropriate permissions, do the following:

Access e-admin.

From the main e-admin window, select the company to which you want to add the e-automate user called FMAudit.

From the Company menu, click Edit security to open the Enter Admin Password window.

In the Admin password for [Company ID] field, enter the appropriate password.

Click [OK] to open the Security window.

On the Security window, click [Add…] to open the User Properties window.

On the User Properties window, enter the following information:

In the User ID field, enter FMAudit.

In the User name field, enter FMAudit.

In the Password field, enter the password you want to assign to this user.

In the Confirm password field, re-enter the password you want to assign to this user.

Click the Permissions tab to bring it forward.

On the Permission tab, enter the following permissions:

Description	View	Edit	Create	Delete
A/R Customers	v
C/M Contacts	v
Meter Readings	v		c
Meter Sources	v
Sales Quotes	v		c
Sales Orders	v		c
Service Equipment	v

Click [OK] to save the user and to close User Properties window.

Click [Close] to close the Security window.

Creating an FMAudit Meter SourceCreating an FMAudit Meter Source

You will need a meter source called fmaudit.

To create this meter source, do the following:

From the Tools menu, select Lists and Codes to open the Lists and Codes window.

In the Select a list or code type field, use the drop-down menu to select Meter Sources.

Click [New] to open the New Meter Source window.

In the Meter source field, enter fmaudit (use lower case letters only and do not use spaces).

In the Description field, enter fmaudit.

Click [OK] to save the meter source.

For additional information related to creating meter sources, see the Creating Meter Sources topic.

Enabling Custom PropertiesEnabling Custom Properties

To capture the Last Meters Audit date for your equipment and customers via FMAudit, FMAudit requires you to use the ESN FMAudit sync API. Then, under Central > ERP in FMAudit, you can select the Last Meters Audit Date as an option to be updated in e-automate.

For FMAudit to be able to update this information in e-automate, you must have custom properties enabled in e-automate and you must create a Last FMAudit custom property. When properly configured, FMAudit will automatically populate the Last FMAudit custom property with the Last Meters Audit date each time FMAudit updates meter information in e-automate. No manually entry in the Last FMAudit custom property field will be required.

If you want to use the Last Meters Audit date functionality but have not yet enabled custom properties in e-automate, see the Enabling Custom Properties topic.

If you want to use the Last Meters Audit date functionality and you have enabled custom properties in e-automate, proceed to the "Creating a Last FMAudit Attribute" section of this topic.

If you do not want to use the Last Meters Audit date functionality, proceed to the "Updating or Setting Up ESN/PIP" section of this topic.

Creating a Last FMAudit AttributeCreating a Last FMAudit Attribute

For FMAudit to notify you of the last update date for customer and equipment, you need to create a Last FMAudit attribute. To create this attribute, do the following:

From the Tools menu, select Lists and Codes to open the Lists and Codes window.

In the Select a list or code type field, use the drop-down menu to select Attributes.

Click [New] to open the New Attribute window.

In the Attribute name field, enter Last FMAudit (must match exactly and is case sensitive).

In the Description field, enter Last FMAudit.

In the Data type field, use the drop-down menu to select Date.

Click [OK] to save the attribute.

For more information on creating attributes, see the Creating Attributes topic.

Associating the Last FMAudit Attribute with Custom Property ConfigurationsAssociating the Last FMAudit Attribute with Custom Property Configurations

The Last FMAudit attribute can be associated with both equipment and customer custom property configurations. If you already have custom property configurations for equipment and for customers, you can simply add this attribute to your existing configurations. Be sure that ALL of your customers and equipment have a configuration with the Last FMAudit attribute.

If you need to create a new configuration with which to associate this attribute, see the Creating Custom Property Configurations topic.

Assigning the Custom Property Configuration to Customers and EquipmentAssigning the Custom Property Configuration to Customers and Equipment

If you need to assign a new configuration to equipment or customers that do not already have a configuration, see the Assigning Custom Property Configurations topic. Be sure that you do not replace an existing configuration; if you replace an existing configuration, the custom property value data that is replaced is not recoverable.

Updating or Setting Up ESN/PIPUpdating or Setting Up ESN/PIP

For a successful integration between FMAudit and e-automate, you will need to have an ESN Dealer Account, authorized for FMAudit.

For the ESN/PIP setup, do one of the following:

If you already have an existing ESN Dealer Account, submit a ticket to e-automate Customer Care (eaCustomerCare@ecisolutions.com) with the following information:

Provide your dealer name.

Provide your contact information.

Request that your ESN Dealer Account be authorized for the FMAudit.

Request your ESN Dealer Account ID if you do not already have that information.

Indicate what build of the ESN Client you are running and request an updated client installer with your ticket if Customer Care determines that your ESN Client build needs to be updated.

If you do not already have an existing ESN Dealer Account but do have ESN or PIP installed, submit a ticket to e-automate Customer Care (eaCustomerCare@ecisolutions.com) with the following information:

Provide your dealer name.

Provide your contact information.

Request the latest ESN Client Installer.

Request that your ESN Dealer Account be authorized for the FMAudit.

Request your ESN Dealer Account ID if you do not already have that information.

If you do not already have ESN or PIP, contact your account manager to purchase ESN and have ESN set up.
Note: If you do not know if you have ESN or PIP, contact your account manager.

Adding Your Dealer Number to RemoteTech's Web.config FileAdding Your Dealer Number to RemoteTech's Web.config File

Support for HP smart device services in DeskTech and RemoteTech requires communicating your dealer number to FMAudit. For DeskTech, you provide this information when you log in to DeskTech. To provide your dealer number to FMAudit from RemoteTech, update RemoteTech's web.config file as follows:

Locate your RemoteTech web.config file.
Note: By default, this file is stored at C:\inetpub\wwwroot\RTS.

Using a text editor such as NotePad, open the file for edit.

Locate the following line:

<add key="DealerNumber" value=""/>

Enter your dealer number as the value for the DealerNumber key (e.g., <add key="DealerNumber" value="YourDealerNumber"/>).
Note: Your dealer number is your Great Plains ID number.

Save the file.

Completing the FMAudit IntegrationCompleting the FMAudit Integration

To complete the FMAudit integration, you will need to be on a specific version of FMAudit Central, greater than 4.2.40. For additional information on determining your version, contact FMAudit support at support@fmaudit.com.