The first step in Onboarding for FleetOps is to connect with your locally hosted SQL Server TMS database.
The process will involve you installing Microsoft Data Factory on a server in your network to periodically query and sync data from your TMS database to the FleetOps data warehouse.
Note: All traffic is outbound and therefore no changes to your firewall is required. All data is encrypted in transit and at rest.
We support the industry’s leading TMS & IT Systems so this should be painless, however, you can always request support and have someone guide you through the installation by emailing support@fleetops.com.
For TMW Suite and McLeod users
The FleetOps platform securely mirrors data from your on-premise database using Microsoft's Integration Runtime (IR). The IR is a Windows Service that creates a secure link to transfer data between your network and the FleetOps platform.
To complete this install you will need to:
Signup to FleetOps - you will be sent an invite
Download & Install the IR on your network
Create a new user in your database
Grant SELECT permission to the new user
Getting Started
The install process typically takes about 15-30 minutes to complete.
Create a database user, with SELECT permission, that is restricted to the [McLeod/TMW] database.
Test the database user by logging into "SQL Management Studio" to ensure that the user is active.
We would prefer that the "SQL Server Login Password Expiration" option is not enabled (this may be enabled by default when creating a user). If this is enabled, the integration will stop working once it expires.
Download and install the Microsoft IR from the following location:
https://www.microsoft.com/en-ie/download/details.aspx?id=39717. We recommend to download the latest version.
Install the IR on a server that has access to the database server but do not install it on the database server itself.
The installation process will prompt you to enter an Authentication Key. The Key will be shown as part of the FleetOps Onboarding process (step 4a below).
Activate your FleetOps account - as part of onboarding you will receive an invite to sign up for FleetOps. If this has not been received please email support@fleetops.com or if there is an existing FleetOps administrator for your organization they can send you an invite. Once you sign up, you will be presented with an Onboarding wizard.
Click on the link below to learn how to sign up to FleetOpsStart the 'Integrate with your TMS' onboarding step
Once you reach the step that displays your Authentication Key, copy the key and paste it back into the Microsoft IR installation wizard (step 2). Click on 'register' and you should receive a green tick confirming a secure link to the FleetOps platform has been confirmed.
Proceed to the next Onboarding step in the FleetOps wizard and add the database connection details including the user credentials from step 1.
FAQ (possible errors and fixes)
Q: FleetOps reports an error when I enter the SQL Server connection details
A: This typically happens when details are not entered correctly:
If using Integrated Security (Windows Authentication) for connecting to the database, ensure that the user name is entered in the form of domain\user.
If the database instance is configured to use a non-default port number, the hostname and port should be entered in the following format: hostname,port_number.