Introduction
This guide describes the steps required to connect Zenvoices with Exact Globe.
Zenvoices connects with Exact Globe via Exact Globe Entity Service. This is a Windows service which is part of the Exact Globe client installation. The Zenvoices platform communicates with this service via the internet to exchange data with Exact Globe. To secure the connection, a reverse proxy is used that makes Exact Globe Entity Service accessible via HTTPS.
If you want to know more about how the integration is secured and which data is exchanged, please read this article for more information.
Questions, comments or tips? Please contact us via chat, support@zenvoices.com or +31 (0)85 3038853.
Preparation
Installation requirements
Check in advance whether the following requirements are met:
Check whether the customer works with a recent version of Exact Globe (maximum 1 year old).
Check whether the customer has the Exact Connectivity Client module.
Check whether the customer has the ability in Exact Globe to create a new user for Zenvoices.
Check whether the customer has a server on which the Exact Globe client and Exact Globe Entity Service can be installed (if not already installed).
Check whether the system administrator can open a WAN TCP port in the firewall/router for a range of IP addresses.
Check whether the system administrator can grant access to the server (via TeamViewer, AnyDesk or similar), so that the installation can be performed remotely (optional).
For the integration it is strongly recommended to create an additional user for Zenvoices in Globe.
Preparation by system administrator
See Preparation by system administrator for Exact Globe.
Installation
Log in to the customer’s server on which the Exact Globe client and Exact Entity Service are installed and follow the steps below.
Requirements
From the system administrator:
WAN IP or hostname
Forwarded port (if this differs from the standard 4430)
Username and password of the created Active Directory user
Access to the server on which the software components are installed
From the customer:
Exact Globe login credentials of a user with rights to create users and assign rights
List of administrations and journals to be connected
Zenvoices login credentials
Exact Globe Entity Service installation
Check whether the Exact Globe Entity Service service is installed and started on the server:
Check in SQL Management Studio whether the ‘baco’ login exists in the SQL Server instance. Check this under servername\Security\Logins. If the user is missing, create it using this tool from Exact (see also https://customers.exact.com/docs/DocView.aspx?DocumentID=%7b7685c5ea-d67a-4a70-b71c-ee2383cc4979%7d). Run this tool on a workstation that has access to the SQL server. You only need to provide a user name and password if the domain user under which you run the tool does not have access to the database server.
Test in a local web browser whether http://localhost:8020/services/Exact.Entity.REST.EG/$metadata can be opened. If this is not possible or an error appears, follow the steps in https://customers.exact.com/docs/DocView.aspx?DocumentID={aa6fc38e-b30c-4b3d-8e9f-5405609338ea} to resolve this (login required). If this does not work, please contact Exact support.
Install reverse proxy
Install a reverse proxy to secure the unsecured Exact Entity Service traffic via SSL.
Follow the instructions in this guide. Use the address of Exact Entity Service as the internal address: “localhost:8020”.
Install a valid SSL certificate and create an HTTPS binding with this certificate. If the customer does not have an SSL certificate, use the self-signed certificate from Zenvoices. Please contact support to request this certificate. See the guide here for installing an SSL certificate.
Create an HTTPS binding for the reverse proxy website on port 4430 with the installed SSL certificate and remove the HTTP binding.
Connect administrations
Follow the steps below for each administration to be connected.
Configuration in Exact Globe
Open Exact Globe as an administrator user (hold SHIFT and right-click the Exact Globe shortcut and choose ‘Run as different user’, then enter the user credentials).
Create an employee for Zenvoices and link this employee to the Zenvoices AD user.
Grant this employee at least the following rights in the administration:
Menu | Financial: full
Menu | System | General: full
Functions | Financial: full
Functions | CRM: full
Grant this employee access to the desired journals.
Close Exact Globe and open Exact Globe on the server as the Zenvoices user (via Run as different user in Windows). Go to System/HR and Security/Workstations and click on Add services (see screenshot below). The text of this button will then change to Remove services. Please note: it is not necessary to click on New and manually enter a MAC address.
Create accounting package integration in Zenvoices
Please note: a separate accounting system is created in Zenvoices for each Exact Globe administration.
Go in Zenvoices to Manage | Environment | Accounting package connections.
Click on ‘New accounting system’.
Choose ‘Exact Globe’.
Enter the following details:
a. Entity Service REST url: the URL where Exact Globe Entity Service is accessible via the internet, for example: https://ipaddress:4430/services/. This URL always ends with /services/.
b. Local database server name: the name of the SQL Server instance, for example: localhost\sqlexpress.
c. Database name (administration): the database name of the Exact Globe administration, for example 001.
d. Domain: the AD domain of the customer.
e. Username: the username of the AD Zenvoices user.
f. Password: the password of the AD Zenvoices user.
Click Next to test the integration. If the integration works, a list with administrations will be shown. This list will always contain one administration. If an error occurs, please consult the error message here.
Document the installation
Document the installation details and any special circumstances. For example, use this template. Provide this documentation also to the system administrator of the customer.
Documentation
Known error messages
“401 response” error message
Check the entered domain, username and password.
“Invalid: MAC address 2” error message
This message indicates that services do not have access in the Exact Globe administration. Go in the Exact Globe administration to System/HR and Security/Workstations and click on Add services to resolve this.
“An attempt was made to reference a token that does not exist” error message
Use Exact Connectivity Client to determine the underlying error message. This tool can be requested from Zenvoices support. Then see the following for a solution:
https://customers.exact.com/docs/DocView.aspx?DocumentID={aa6fc38e-b30c-4b3d-8e9f-5405609338ea} (point 5 and 6, Exact login required)
“502.3 Bad Gateway 0x80072ef2 (2147954418): The supplied handle is the wrong type for the requested operation”
This can be resolved by installing Application Request Routing version 3.0. See also:
https://forums.iis.net/t/1195560.aspx?ARR+502+3+Bad+Gateway+0x80072ef2+2147954418+The+supplied+handle+is+the+wrong+type+for+the+requested+operation.
Error message “Property: , Message: entityName” when exporting a booking
Check whether the Exact Entity Service is running under a user with sufficient rights in Exact Globe. By default this service runs as Local System and this does not need to be changed.
If this is not the issue, try reinstalling Exact Globe or updating to a newer version. This message occurs when the installation is corrupted. This may for example be the result of a Windows update.
The message “You do not have sufficient rights to perform this action. Please contact your system administrator for more information.” appears when clicking the button “Add services” in Exact Globe under System / HR & Security / Workstations
This message appears if the Exact Globe process does not have write permissions on the file C:\ProgramData\Exact\Exact Globe\handshake.cfg. This can be resolved by granting these permissions.