Pre-requisites for this document are:
- A Simpro connector setup.
- Sufficient privileges to access Settings (Admin).
- Logged into your Tugger account.
If you wish to change how often updates are performed, or the name of your Tugger Connector; this can be accomplished by accessing Settings from within your connector.
The process is as follows:
Navigate to My Connectors (1) and chose your connector (2 in the image); note the 'View Details'.
Once in Settings, you will be presented with details similar to below; note that it is split over two images to accommodate the amount of options available in Simpro's connector. Not all can be changed.
1. Change the name if required; the name doesn't have to conform to any particular format, it should purely be a name that makes sense to you and your organisation.
2. Historical Data as a date to Tug data from. This can not be changed.
3. This specifies the type of build/account you have with Simpro and can not be changed.
4. Simpro Catalogue Data contains may options to add extra data, which we do not report on, meaning this is something that would have to be managed by your organisation. These can not be changed.
Continued in the next image:
5. Change how often should your data be pulled into Tugger's Data Warehouse, should you wish.
6. Once you have changed everything to your liking, click on Update Tugger Settings.
After clicking on 'Update Tugger Settings', you will be redirected to the your Simpro connector's Authorisation page. Note: this is managed by Simpro.
Note: whoever set up the connector originally would have been presented with the same process as below.
If you aren't logged into Simpro, in the same browser, you will be asked to do so.
Once logged in, you will need to authorise Tugger's access for the changes to take affect. If you're already logged in, then you will not be presented with the previous page, but come straight here.
Finally, you will be redirected back to the Report Setup page.
This concludes the Overview of Settings guide.