Manitou-SedonaOffice Setup and Functionality

Minimum Software Versions

AB 4.8.0+
SedonaOffice 6.1.0.51+
SedonaCloud 1.24+
Manitou 2.1.20+
 

Manitou to SedonaOffice - High Level Integration Description

Functionality:

  • Automatically create SedonaOffice customer, site, and system when Manitou Account it created.
  • Link a Manitou Account to an existing SedonaOffice customer, site, and system.
  • Create recurring items in SedonaOffice based on Monitoring Services added to Manitou Account
  • Update common fields in SedonaOffice when they are changed in Manitou
  • View Accounting status in Manitou Client
  • View open service tickets and service history from SedonaOffice. Can auto-launch Accounting client as well
  • Dealer billing can be calculated and pushed into SedonaOffice

Benefits:

  • Reduce double data entry into two systems
  • Add Manitou and SedonaOffice Customers

  • Link Manitou and SedonaOffice Systems

  • Manage Monitoring Services and Recurring Charges

  • Keep data synchronized across platforms
  • Be aware of accounting status for an account while doing data entry or handling alarms.
  • Be aware of service tickets tracked in the accounting system
  • Be able to accurately calculate and bill for events tracked in the monitoring system (I.e. signal overages) while still handling the invoicing in the accounting system

Necessary Perquisites

  • Manitou 2.1.20
  • Package 91
  • Applicable Licensing configured
  • Credentials for SedonaCloud user for Manitou configuration
  • Accounting Company created in Manitou
  • High Level System Requirements
  • 64-Bit version of Router (Package 91)
  • Server setup to support .Net Framework 4.6.2
  • Network connectivity to SedonaCloud server

Basic Installation Steps

  1. Remove Sedona.dll from Manitou server. (only required if old integration was previously used)
  2. Install 64 bit Router (Package 91)
  3. Ensure SedonaCloud.dll, BoldTechnologies.Drivers.SedonaCloud.dll, IdentityModel.dll, Newtonsoft.Json.dll, and System.Text.Encodings.Web.dll are present on the Manitou Server.
  4. User RouterConfig to setup configuration to SedonaCloud instance
  5. Setup Accounting Company in Supervisor Workstation

SedonaOffice to Manitou - High Level Integration Description

Functionality:

  • Connecting a SedonaOffice Site to a Manitou Customer, providing access to Monitoring Service, CS Log, Transmitter, and Zone List information that is pulled right from Manitou
  • Link an existing Manitou System to the corresponding SedonaOffice Customer System
  • Create a new Manitou Customer and System corresponding respectively to the SedonaOffice Site and System
  • Create a new Manitou System under an existing Manitou Customer for the corresponding SedonaOffice System
  • This can now be done through BoldNetNEO REST API instead of the old OCX direct database connection

Benefits:

  • Providing SedonaOffice Users the ability to see the information entered in Manitou without having to login to Manitou

  • Saving SedonaOffice users the need to enter an existing customer and/or system into Manitou by using the integration to add that information from SedonaOffice into Manitou

Necessary Prerequisites

  • SedonaOffice 6.1.0
  • Manitou 2.1.10
  • Credentials for SedonaCloud user for SedonaOffice configuration
  • Credentials for BoldNetNEO user

Basic Installation Steps

  1. Disable original Manitou integration - Contact SedonaOffice support to get a new SedonaOffice license key.
  2. Turn off Central Station Tracking - Run SedonaSetup and uncheck “Use Central Station Tracking”.
  3. Update the database - Add and run SQL script (Script.PostDeployment.NeoSetup.sql) from within Microsoft SQL Management Studio on your database server.
  4. Create BoldNet NEO user setup for SedonaOffice to user.
  5. Entering Manitou credentials - Run SedonaSetup, select the Integration Setup (OP) page, select the “Manitou” line, click the CS Setup button. Enter your credentials and verify them by hitting ‘Test’.
  6. Enter an accounting company.
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