Technical Onboarding on the FleetOps Platform
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 firewall changes are needed. 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 [email protected].
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:
Sign up to FleetOps - we'll send you an invite
Download & Install the IR on your network
Create a new user in your database
Grant SELECT permission to the new user
Server Requirements
As of January 2022, the Microsoft IR requires a 64-bit Operating System with .NET Framework 4.7.2 or above. The recommended configuration for the Integration Runtime (Self-hosted) machine is 2 GHz, 4 Core CPU, 8 GB Memory and 80 GB disk. The latest requirements can always be found on the Microsoft IR download site .
Get started
The install process typically takes about 15-30 minutes to complete.
Note: If required you can schedule a call with our engineering team to guide you through the install process by emailing [email protected]. If possible, we recommend that the IR is downloaded and the database user is created before the call.
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 confirm the user is active.
We recommend 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 downloading 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 during FleetOps onboarding (step 4a below).
Activate your FleetOps account - as part of onboarding you'll get an invite to sign up for FleetOps. If this has not been received please email [email protected] or if there is an existing FleetOps administrator for your organization they can send you an invite. Once you sign up, you'll see an Onboarding wizard.
Click the link below to learn how to sign up to FleetOps
Sign up to FleetOps | FleetOps Help Center
Start 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 'register' and you'll get 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, enter the user name as 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.