Follow these steps to prepare a Spectrum On-Prem environment to connect with App Xchange.

1. Ensure that your server where the ERP is hosted meets the minimum requirements for the App Xchange Agent.
   For more information, see App Xchange Agent.
2. Check if the App Xchange Agent is already installed on your server.
   1. In the server where the App Xchange Agent is installed, run the Task Manager.
   2. Select the Services tab.
   3. Determine if the Int.Serv.Core.ConnectorService and Int.Serv.Core.ConnectorService.Monitor services are running.
      • If neither service is present, proceed to the next step.
      • If either service is present, do not install the App Xchange Agent. Instead, email xchange_support@trimble.com using the the following template complete with the necessary information. Then skip to step 4.

        Subject: Please split my App Xchange Agent

        Body:

        Hi, I have an App Xchange Agent that needs to be split. Here is the server and new workspace ID.

        Server: [Enter the name of the application server your agent is installed on]

        New integration workspace ID: [Enter the new integration workspace ID]

        Thank you.

3. Install the App Xchange Agent.
   1. Find your activation code by opening this connector's workspace in App Xchange, selecting the workspace name or icon below the horizontal workspace horizontal menu, and then scrolling down to the Agent Info section. Record it for later.
   2. Download the latest version of the App Xchange Agent here.
   3. Move the .zip file to the server where the ERP is hosted.
   4. Install the App Xchange Agent by following the instructions in the installation wizard. When prompted, enter your activation code.
4. Create a Spectrum Info-Link user.
   You must be a Spectrum administrator to complete these steps. The Info-Link module must be active in your Spectrum instance. For more information, see Info-Link. These steps must be completed with a keyboard.
   1. In Spectrum, navigate to Info-Link > User Security Maintenance.
   2. Select New.
   3. Select the appropriate company and enter a descriptive username in the Database User field. Press Enter on your keyboard.
      Your integration provider should provide a reccomendation. The recommended format is XChange[integration target].

      Important: It will not work if you only select OK. You must press Enter on your keyboard.
   4. Create a strong password and select OK.
   5. Select Update Database.
   Your Info-Link user is saved.
5. Elevate the Info-Link user's permissions.
   1. In an SQL client, run the following script on your Spectrum environment. Insert your company code and chosen Info-Link username where needed. For example, XYZXChangeProjectSight

      GRANT EXECUTE ON
      dbo.dci_PAOpenKey TO [Company Code+Info-Link username]
      GRANT VIEW DEFINITION ON
      SYMMETRIC KEY::DC_Key TO [Company Code+Info-Link username]
      GRANT CONTROL ON
      CERTIFICATE::DC_Cert TO [Company Code+Info-Link username]

   2. Add the appropriate App Xchange source IP addresses to your IP allowlist.
      Tip: United States-based users must allowlist these App Xchange source IP addresses:

      • 4.151.125.250
      • 13.84.41.168

      Australia-based users must allowlist this App Xchange source IP address:

      • 4.197.193.145
6. Record the following information for later.

   • Spectrum URL (xxxx-data.dexterchaney.com)

   • Database Name

   • Info-Link username

   • Info-Link user password

   • Spectrum company codes

   Important: Passwords must be securely stored via your preferred method.