HowTo: Set up the Synergy Enterprise Service

When you use Exact e-Synergy Enterprise as a backoffice, you can connect to the database using the open database connector. But creating and updating should be done in the correct way using the Exact Repository. When you use the Exact Repository, you are sure that all the business rules from Exact are applied. For example, if you change the address of an account, the addresses from all the contactpersons from that account are also updated. If you do this directly in the database, this will not happen. Be safe and use the ESE connector when you work with Exact e-Synergy Enterprise.

How to use the Exact Repository

To make use of the Exact Repository, we provide a custom made web-service that you can add to your Exact e-Synergy Enterprise installation. To activate the service, follow the following steps:

  1. Download and Install the Web-service files
  2. Adjust the web.config from Exact e-Synergy Enterprise
  3. Create an ESE Domain for your configuration

Download and Install the Web-service files

Download the files which are packed in a ZIP file. Extract the files to the root folder of your Exact e-Synergy Enterprise.

If done correctly, you will now have a Silver.Domain.ese.dll in your BIN folder. And the ESEDomain.svc in your services folder. You can check if they are installed correctly using the following URL:

http://<your_synergy_server>/<synergy_virtual>/Services/ESEDomain.svc

Of course, if your server uses https, adjust the URL accordingly. And change <your_synergy_server> to the address you normally use. So if you normally woud go to https://synergy.mycompany.com/Enterprise/Docs/Portal.aspx, the test URL would be https://synergy.mycompany.com/Enterprise/Services/ESEDomain.svc.

Adjust the web.config from Exact e-Synergy Enterprise

The web.config can be found in the root folder of our Exact e-Synergy Enterprise installation. Before you make any changes, be sure to make a copy and save it as a back-up. 

You can open the web.config in Notepad. Look for the <system.serviceModel> node, and add the following:

For easy copying, this is the section that should be added if you use the Authentication Mode Windows without HTTPS security:

<bindings>
  <basicHttpBinding>
    <binding>
      <security mode="TransportCredentialOnly">
        <transport clientCredentialType="Windows" />
      </security>
    </binding>
  </basicHttpBinding>
</bindings>

If you use the Authentication Mode Windows with HTTPS security:

<bindings>
  <basicHttpBinding>
    <binding>
      <security mode="Transport">
        <transport clientCredentialType="Windows" />
      </security>
    </binding>
  </basicHttpBinding>
</bindings>

Or when you use Authentication Mode Basic on your local machine:

<bindings>
  <basicHttpBinding>
    <binding>
      <security mode="TransportCredentialOnly">
        <transport clientCredentialType="Basic" />
      </security>
    </binding>
  </basicHttpBinding>
</bindings>

If you are running Exact Synergy Enterprise Product Update 258 or higher, you need to add the following right underneath the Bindings:

<services>
 <service name="Silver.Domain.ESE.ESEDomain" >
 <endpoint contract="Silver.Domain.ESE.ISilverDomain" binding="basicHttpBinding" />
 </service>
</services>

Save and close the web.config.

A Test tool is available

 We have a test tool available, where you can test the Service. We urge you to use this test tool first before you enter the settings in the Full Editor. To make sure everything works in the most basic situation. Where you can find this test tool and how to use it can be found on this Productblog.

Create an ESE Domain for your configuration

In the Full Editor, go to Mapping, Domains. Click "Create Identifier" and select "New ESE". The following will appear:

Fill out the following:

  • Identifier
    The unique name for your connection
  • Connection String
  • The connection string to your Exact e-Synergy Enterprise database
  • Service URL
    The URL of the service; the test URL from Step 1
  • Username, Password, Domain
    The credentials of a valid Exact User with sufficient rights
  • Authentication Mode
    The Authentication Mode as is in use for the Synergy Application in IIS.

By default the Authentication Mode is set to Windows. On local machines (non-server editions of Windows) the Authentication Mode Windows may not be available, in which case you should select Basic here. Adjust your web.config accordingly.

Configuring using this Identifier

Now you can start configuring using this Identifier, just as with other Domains. The difference is that reading from the database will be done using the database connection, but writing will be done through the web-service. All the data you create or modify will be validated according to the Exact Repository. Ensuring the consistency of your data.

 

Avoid the Loopback check

When you work on an Essence Portal in combination with Exact Synergy Enterprise, you might run into a strange error. Where you can sign in to the Silver Webservice with your Windows credentials. But when you enter exactly the same credentials in the Essence Webservice test-page, you get a sign-in error, or an error that points to the authentication scheme. 

The cause of this is the so called Loopback check. To avoid getting stuck here, you need to do an adjustment to the Windows Registry.