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Installation Overview

Installation Overview

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.

For Set and Apply: Once the destination tenant has been set the “Set” button will change its
name to “Change” This reflects that a tenant is currently active and pressing the button again would
change the tenant. A button which still says “set” is usually observed on brand new profiles that have
not yet been configured or on profiles which were cleared using the “clear” button.

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”
Attempting to export will result in a warning as depicted below. If the user continues the profile will be
saved automatically.
All other export reports for the information types are accessible via the existing Import/Upload
page when the user is logged into the tenant via the cloud web application.

Browse Buttons – The four buttons in the left lower portion of the window and used to cycle through
the export profile codes or the Descriptions in order to more easily find the desired profile record.
Options or first; previous; next; last respectively.
Code – The drop down list at bottom left contains the options for browsing wither by Export Profile Code
or Description. Default selection is by code.

Export Process: The export process consists of pressing the Export action button when the export
profile is ready and saved. The system will gather the information and communicate via web services to
the cloud tenant. If more than one information type is selected for export, the system will begin with the
first and then move on to the next. A progress meter will indicate the progress for each information type
being exported.

It is important to understand that the export process is a two-fold procedure. The system must gather,
bundle and make the data available to the web service (progress indicator). But after handing this
information off to the web service, the cloud tenant takes over and finishes the procedure.

That if an export is still in process for any of the information types that you will be unable to initiate a
different export process for the same or different company.

End Results of Export:
Upon a successful export (assuming all information types were selected), you should have, in your cloud
tenant:

  • Employee records – See Payroll Employees
  • Transactions – See Transactions
  • ACA 1095-C – See Edit 1095-C
  • ACA 1094-C – See Edit 1094-C

For the ACA 1094-C Information, if you had selected Dynamics GP ACA as the source, then you will have a
1094-C record in the edit 1094-C window in cloud services. However, this record will be missing
information and should be reconciled when you get the opportunity before submitting your information
to the IRS. Navigate to eh edit 1094-C window and click the “reconcile button at the bottom of the page.
Before performing this procedure you may wish to consult the ACA User Guide for cloud services for
further details, or contact support.

Employees-options

Employee options dictate what information the system will gather for export. There are ways to
explicitly include or exclude certain groups of employees. You can also specify restrictions.
See the fields and button definitions below for more detail:

Fields:
Code – This a read only field, and displays the export code on the main window for which you are
specifying these options.
Description – This is also a read only field, and displays the description of code on the main window for
which you are specifying these options.

Include Section – These settings will include employees that meet the criteria
Inactive – check this box to include employees that are marked as inactive in Dynamics GP
Employee ID – check this box to specify a range of employees to include.
Transactions Exist – If you check this box the date fields will become active and you can specify a date
range using from and to. Any employee that has a pay code, benefit, or deduction transaction in this date
range will be included in the export.
1095-C Exists – If you check this box and specify a year in the drop down only employees that have
received a 1095-C in that year are included.

Exclude Section – These setting will exclude employees that meet the criteria
Hire Date on or after – If you check this box the date field becomes active and you can specify a hire
date. Any employees that were hired on or after the date specified will be excluded. This is useful for
excluding new employees hired after the end of a calendar year but before you are conducting your year-end closing for the previous calendar year.
Adjusted Hire Date on or after – This checkbox functions the same as the Hire Date on or after but uses
the adjusted hire date in Dynamics GP as the date for the criteria.
Inactivated Prior to – If you check this box the date field becomes active and you can specify a
termination date. Any employees that were terminated prior to the date will be excluded in the export.
This is useful for making sure no unnecessary employees are included in the upload. For example, you
wish to only include current employees for the previous filing year and not historical employee data
which no longer applies.
Last Day Worked Prior to – If you check this box the date field becomes active and you can specify a Last
Day Worked date. Any employees that have a last day worked is prior to the date will be excluded in the
export. This is useful for making sure no unnecessary employees are included in the upload.

Restrictions Section – These setting will limit the selection set of employee based on the criteria
Secondary Status – When checked will enable the list box control for insert and remove. The list box
displays all secondary status codes which are setup in the system. This is useful for making changes or
updates to specific employees such as those on Leave of Absence or other status.
Set Intern/Other to Part Time – Check this box to change employee statuses of Intern or Other to Part
Time.
Set Terminated Date to Last Day Worked – Check this box to change the Terminated Date to the Last
Day Worked.

User Defined Field Export
The user defined fields 1-3 in the IDCS cloud ACA tenant, can be populated from various source fields in
Dynamics GP. The sources appear in the Drop Down List to the right.

User Defined 1 and User Defined 2 values are fields that can be found in the Employee Additional
Information Maintenance window. Employee Class ID is a field on the Employee Maintenance window.
None is an option to use when the user does not want to map any fields to the user defined fields in IDCS
ACA tenant.

Set User Defined to 1 to – Options available are as depicted below:

Note that the terms “Spouse” and “Status” appear in place of User Defined 1 and User Defined 2. This is
because in this example the user has applied their own custom labeling to those field in Dynamics GP.

Set User Defined to 2 to – The options available are identical to the options in “Set User Defined 1 to”
above
Set User Defined to 3 to – Options available are as depicted below:

Pay Code will use the rate assigned to the code that is selected in Pay Code field. If an employee does not
have this code assigned to them in Employee Pay Code Maintenance then no value will transfer to User
Defined 3.

Primary Pay Code will use the rate assigned to the pay code, which has been designated as “Primary”
Please note that for the Primary Pay Code option in “User Defined 3” to function properly, the HR module
must be installed and registered.

None will cause the system to not send any rate to the User Defined 3 field

Controls:
Insert – This button moves the marked code(s) from the available box to the selected box
Insert All – This button moves all codes from the available box to the selected box
Remove – This button moves the marked code(s) from the selected box to the available box
Remove All – This button moves all codes from the selected box to the available box
OK – This button closes the window. The changes are preserved once you save the profile on the main
window.

  • You should upload employees ever pay period to catch the new hires and changes. This newest
    Connector Employee window allows you to filter by Employee ID or a group of employees and
    then on the Transaction window you check Apply Employee Filter.

Transactions- options

Transactions options dictate what transaction information the system will gather for export. There are
ways to explicitly include or exclude certain groups of transactions. You can also specify restrictions.
See the fields and button definitions below for more detail:

Fields:
Code – This a read only field, and displays the export code on the main window for which you are
specifying these options.
Description – This is also a read only field, and displays the description of code on the main window for
which you are specifying these options.

Apply Employee Filter – If you check this box it activates a link to allow you to filter transactions by
employees.

Include Section – These settings will include employees that meet the criteria
Period Start (From/To)– Check this box to enable the date fields in this section. This option will tell the
export process to include transactions that belong to a certain payroll period. The payroll periods to be
included will be those where the start date of the period falls between the From and To dates that you
specify.

  • When using the Period Start check box: For payrolls, after the initial migration, the “From” date
    on the Period Start line will be one day past the previous “To” date and the new “To” date will be
    the Start Date of the payroll just completed. Dates in this line are always about the start date
    timeline and not the end date or check date. A start date in the “To” range will copy all the
    transactions in the payroll.

Period End (From/To) – Check this box to enable the date fields in this section. This option will tell the
export process to include transactions that belong to a certain payroll period. The payroll periods to be
included will be those where the end date of the period falls between the From and To dates that you
specify.
Check Date on or after – Check this box to enable the radio group that will dictate what transactions to
include based on check date. When Today is marked, date field for “Date” will not be available. The
system will include transactions that belong to a payroll period whose check date is the current date or
alter. This is useful for including only transactions that are recent (eg… updating the cloud tenant weekly
or monthly). When Date is marked, system will include transactions that belong to a payroll period whose
check date is on or after the date specified in the date field.

Exclude Section – These setting will exclude transactions that meet the criteria
Pay Codes – Checking this box will exclude pay code transactions
Deductions – Checking this box will exclude transactions of type deduction
Benefits – Checking this box will exclude transactions of type benefit

Exclude Section – These settings will constrain which codes are exported within the code groups. You
must first select the code type using the radio group to determine which codes you will be specifying
restrictions for. Once the selection is made you can refer to the list boxes for the actual list of codes. This
is useful for updating only certain codes in the cloud tenant.

Pay Code – When marked will enable the list box control for insert, insert all, remove, and remove all. The
list box displays all the pay codes which are setup in the system.
Deduction – When marked will enable the list box control for insert, insert all, remove, and remove all.
The list box displays all the deduction codes which are setup in the system.
Benefit – When marked will enable the list box control for insert, insert all, remove, and remove all. The
list box displays all the benefit codes which are setup in the system.

Controls:
Set Transaction Dates to – Check this box to enable the Set Transaction Dates Radio Group.
Set Transaction Dates to – [Radio Group] Make a selection to determine how transactions will be created
in the destination system.

  • As Is (Default) – When transactions are exported to the destination tenant; System will not modify
    the transactions. Sources transactions will match destination transactions.
  • Start Date – When transactions are exported to the destination tenant; System will modify the
    period start and period end dates of the destination transactions such that: Both dates will be the
    same as the period start date of the source transaction
  • End Date – When transactions are exported to the destination tenant; System will modify the
    period start and period end dates of the destination transactions such that: Both dates will be the
    same as the period end date of the source transaction.
  • Split Across Months – When transactions are exported to the destination tenant; System will
    generate multiple destination transactions according to the following: (see note)
  1.  For Pay Code Type: System will calculate the daily average amount for Hours and Dollar
    Amount of the transaction defined by the source transaction’s period start and end date.
    System will create a single destination transaction for each unique month contained (wholly or
    partially) within the source transaction’s date range (defined by period start and period end
    date)
  2. For Deduction Type & Benefit Type: System will calculate the daily average amount for the
    Dollar Amount of the transaction defined by the source transaction’s period start and end date.
    System will create a single destination transaction for each unique month contained (wholly or
    partially) within the source transaction’s date range (defined by period start and period end
    date)

Factor Hours – If you click on the arrow it opens a form to enable you to enter a factor to apply to a pay
code.

There are instances when a source transaction’s Period Start and Period End dates span two or
more months. In such cases the system has to calculate how best to split the transaction across those
months in the destination tenant. For sake of this option, this is calculated and done proportionally as
described above. Also, of note is that when transactions are created in the destination tenant the start
and end dates will be adjusted to accommodate whether the transaction falls in a whole or partial month.

OK – This button closes the window. The changes are preserved once you save the profile on the main
window.

ACA 1094-C / 1095-C options

ACA 1094-C / 1095-C options dictate what ACA information the system will gather for export.
See the fields and button definitions below for more detail:

Fields:
Code – This a read only field and displays the export code on the main window for which you are
specifying these options.
Description – This is also a read only field and displays the description of code on the main window for
which you are specifying these options.

Field Definitions:
IRS Filing Year – This drop-down list allows you to define the filing year for the exported data. The drop
down will default to the most recent year which has been closed.
Employer Self Insured – This checkbox value will be transferred to the 1095-C data in the destination
tenant in order to properly fill out Part III of the form.
Use Data From – This radio group allows you to specify whether ACA data will come from the Dynamics
GP or from the Integrity Data ACA solution.

Controls:
OK – This button closes the window. The changes are preserved once you save the profile on the main
window.

If Integrity Data ACA is installed then the Use Data From radio group shall be visible. Else will not be
visible.
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