This section will discuss the prerequisites, list the files installed and go through the install process.

Prerequisite

The prerequisite for Integrity Cloud Connector is:

• Microsoft Dynamics GP Payroll

Full functionality for Integrity Cloud Connector also requires:

• Affordable Care Act Solution

Install Notes

Prior to installing complete the steps:

• Confirm all users are logged out of Microsoft Dynamics GP
• Complete all payroll runs and validate no payroll runs are in process
• Make a backup of the Company and Dynamics databases

Server/Client

To install Integrity Cloud Connector downloaded the exe file from our website. Once the files have been
downloaded, you can run them on the Server and/or Client Installations.

Complete the steps required at the Server and/or Client level to create the necessary Microsoft SQL
Server® Components. Creating the Microsoft SQL Server Components needs to be performed on a
single computer, typically the server.

1. Right click Integrity Data GP2015 or 2016 or 2018 Setup.exe file and select “Run as
Administrator”. If you do not see this option, hold the shift key down and right click.

2. Complete the steps in the wizard

3. Verify the GP directory is correct if it is not select Change

4. Select Custom to choose to install only the specific products you purchased.

5. Select Activation Components to only install activation manager files. This option will not install
products and it is typically run only to fix an error with activation manager.

6. Select All Components to install all Integrity Data products. The products you did not purchase
will register with a 30-day trial period.

If you are upgrading you will be prompted to uninstall the older version, select “y”. If you have
multiple products, it will uninstall all products.

7. Select the product(s) to install, if installing multiple products, select all that need to be installed.

8. Launch Microsoft Dynamics GP 2015, 2016, 2018.

9. If prompted to include new code, choose yes.

10. Login as the ‘system administrator’ for each company to create the SQL Server components.

11. The system will auto activate the products you have purchased if you have access to the internet
on the machine. If you receive a message Activation Manager failed contact support@integrity-data.com and include a screenshot of the Activation Manager window.

Integrity Cloud Connector

The ICC window allows the user to complete two main functions:

1. Configure and save export settings as a profile
2. Run the export process

Configuring a Profile

Creating a profile is as easy as specifying an export profile code and description and then clicking the
“save” button. The actual configuration, however, is more in depth. A general explanation follows but
for detailed information on what the fields and buttons do, please consult the explanations for the field
definitions later. You may also edit and delete profiles as well in addition to clearing the settings of a
given profile in order to begin again.

Company ID and Company Name – indicate which Dynamics GP company is currently associated with the
export profile. This indicates which company database will be used when exporting information to the
cloud tenant.
Destination Tenant – indicates where the data will be exported. A valid destination will need to be
specified.
Employee Match – indicates how the system will know to associate the exported data once it reaches the
cloud tenant.
Information to include – indicates which groups of data will be included for export to the cloud. A
checked box indicates that group will be included.

IMPORTANT: Once a user is finished configuring a profile it must be saved before the export process can
take place. If the profile is not saved then the system will prompt for save when the user attempts to run
the export process.

Fields
Export Profile – This is a code for quickly identifying which group of settings is being edited or saved.
Description – This field is a longer text field and is meant to further describe the purpose of the export
profile. In the example above the user chose a description that reflects the purpose of the profile which
is to conduct monthly updates of the cloud tenant with the Dynamics GP data.
Company ID – This field is a lookup and will display the companies available in Dynamics GP as well as
allow the user to select a company. Although the current user may not have permissions to conduct an
export for the listed company, they will nonetheless be able to view the export profile for that company
(see Export button later).
Company Name – Indicates the full company name associated with the Company ID in Dynamics. This is a
read only field.
Destination Tenant – This field displays the tenant name which will be the destination for the exported
data. It will only appear after the user sets the tenant and then applies the login credentials (see the “set”
and “apply” buttons below).
Local Export Only – This feature allows the user to bypass the connection to the IDCS cloud tenant, and
instead send the export data to a file on your local hard drive.
Local Export Only -Select the checkbox to activate the feature that will allow you to export the file to
your hard drive.
Select an export file name – indicates the directory path and file name that will be used when the export
file is generated and saved. You need to specify a filename as well as the directory path. Make sure the
file name ends in .xml. Click the folder icon to open a window to select the directory.

Buttons
Set – Pressing this button will initiate a communication request with the Cloud Services tenant and open
a web browser for the user to login with their credentials. Once a credential provider has been selected
and the login completed, the user must click the apply button to complete the process.
Apply – Pressing this button will apply the tenant security validation to the system and complete the
setting of the destination tenant. This is necessary to complete the process. Once done, you will notice
the tenant name appear in the field above the buttons. At that point you may close the web browser,
which was opened in the previous step. There is also a message, depicted below, alerting you to the fact.

Options – Pressing this button will open an options window which is specific to the corresponding
information type it appears next to. (E.g. Employees, Transactions etc…) For ACA 1094-C and ACA 1095-
C the options window is the same. Those two information types share the same configuration options.
Save – Clicking this button will save the profile. (Required before initiating an export)
Clear – Clicking this button will clear the settings for the profile in the window
Delete – Clicking this button will delete the export profile
Export – Clicking this button will initiate the export process for the selected export profile. Note that
certain pre-requisites must be met:

• The user has permission to export for this company
• The destination tenant has been set and applied
• There is at least one checkbox marked in the profile for “Information to include”