SYSPRO Harmony

This message is displayed when you try to open the SYSPRO Harmony program and the required setup options haven't been configured.

From the Rules Engine/Harmony tab of the System Setup program ensure that the following setup options are configured:

• Rules Engine options

• Harmony options

• Harmony database connection

• Harmony purge options

• Harmony data visibility

This message is displayed when loading the SYSPRO Harmony program, if the services did not install correctly.

Ensure that the SYSPRO 8 e.net Communications Load Balancer is installed and that the SOAP port number used during the install matches that of the Load Balancer EndPoint in the Rules Data Service install wizard.

The Filter beats widget provides a dynamic filter which is dependent on SYSPRO Harmony data. It searches for specific Harmony beats, across all beats in SYSPRO Harmony.

Although it excludes customized trends, the filter criteria are based on content that already exists in SYSPRO Harmony (i.e. beats that have previously been posted) and is not limited to items you are following.

The following restrictions apply when posting a beat:

• You can't post a blank or empty beat.

• Text is case-sensitive when using the @ symbol and the # (hashtag) to tag users, second and third level drill downs, and customized trends.

  For example:

  #stockcode.a100.price

The System Setup program includes a Automatically purge option that lets you automatically purge beats after a certain period of time.

1. Open the Rules Administrator program in SYSPRO Avanti.

2. Select the Add New Rule icon ().

3. From the New Rule window, enter the following mandatory information:

   1. The Name of the new rule.

   2. A Description for the rule.

   3. The Table in the database to which the rule applies.

   4. Whether the rule applies at company level or system-wide in the Category field.

      If at Company level, ensure that you enter the relevant company ID at the Company field.

   5. Whether the rule should result from an Insert (new record), Update (changed record) or Delete (removed record) in the database.

      Alternatively, you can select All to cover all of these transactions.

   Tick the Enable checkbox to enable the rule immediately, or save the rule and enable it at a later stage.

   Select the Add Rule icon ().

4. From the Rule Information pane, expand the Variables section to apply any additional fields or calculations.

   1. Select the Add new variable icon ().

   2. Indicate the Name of the variable so that it becomes usable later in your rule (e.g. ContactName).

      The Name can contain letters, digits, and the underscore character (_) but it can't contain any spaces.

      The first character of the Name must be a letter.

   3. Indicate the Type and Value of the variable.

   4. Repeat for all variables that you want to apply to the rule.

   5. Select the Save Rule icon ().

5. From the Rule Information pane, expand the Conditions section to filter out your transactions.

   1. Select the Add new condition icon ().

   2. Indicate the details of the required condition.

   3. Repeat for all conditions that you want to apply to the rule.

   4. Select the Save Rule icon ().

6. From the Rule Information pane, expand the Actions section to assign the action the rule should perform.

   1. From the Actions toolbar, select the required action.

      Add Avanti Notification

      Add Bot Message

      Add Delete Rule

      Add Disable Rule

      Add Espresso Notification

      Add File Log

      Add Harmony Message

      Add Track History

   2. Repeat for all actions that you want to apply to the rule.

7. Select the Save Rule icon ().