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Systrack Installation Instructions

Connect Lakeside Systrack to iPaaS.com

Updated over a week ago

Installation Instructions for Integration Setup

  1. Go to Subscriptions and click Search Certified Integration Marketplace and Subscribe.

  2. Click the Systrack integration tile.
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  3. Click the Subscribe button.

  4. Enter the name of the subscription and select a version. It can be set to any relevant and unique subscription name within the company where this subscription is created.

    • Format: [Product Name] - [Environment/Purpose]

    • Example: Systrack – Release

  5. Select Create Default Mappings (recommended). If you don't want to create default mappings and want to create all mappings by yourself, then un-check this box.

  6. Enter the ROPC Policy, the Resource Owner Password Credentials, which grants API access tokens when integrating with external tools such as Microsoft Power BI or ServiceNow. When setting up an API connection, such as with Microsoft Power BI, you need to provide a policy name. This string tells the system how to validate your credentials. For example, if your string is B2C_1_ROPC_Auth and it matches the policy, a Bearer Token is returned, which is used for subsequent data requests.
    Lakeside Systrack sets this value; it isn't something you configure.

  7. Enter the Tenant Name, the tenant ID Systrack assigns you. You can find this on the Tenant Information page in SysTrack. This is your organization's SysTrack Cloud tenant identifier, visible in the SysTrack admin UI.

  8. Enter the Password and User Name you use to connect to your Systrack account.

  9. Enter the Client ID, which tells Systrack which cloud instance you connect to. If you are using Systrack hosting, the Client ID depends on the region:

    • US

      • Cloud URL: cloud.lakesidesoftware.com

      • Cloud ID: eab7a011-36fc-4c1b-94dd-cb6f31473ff3

    • EU/UK

      • Cloud URL: cloud-uk.lakesidesoftware.com

      • Cloud ID: 4b68aeaa-cb67-4280-87a1-016fecb772b3

    • AU

      • Cloud URL: cloud-au.lakesidesoftware.com

      • Cloud ID: 84220ad6-2194-4096-b2c7-4cb311ba4090

  10. Enter the API URL endpoint.

  11. Enter the Password and the Name for your Systrack account.

  12. Enter the API Throttle Limit. This setting prevents any single integration or user from overwhelming the system with too many requests. It protects system performance by controlling the number of API requests that can run simultaneously, ensuring fair usage.

    • Recommended Values

      • Initial Setup: 5

      • Ongoing Operations: 500

      • High Volume: 500

  13. Enter the API Throttle Seconds. This defines the time window during which the API Throttle Limit is measured. If an integration makes too many requests within this time window, additional requests are rejected until the window resets.

    • Default Value: 60 seconds

    • Range: 60 seconds

  14. Enter the number of Concurrent Connections. This specifies the maximum number of simultaneous API connections that the subscription can process for a user or integration. If this limit is exceeded, new requests are queued or rejected until a currently active connection finishes.

    • Default Value: 5

    • Range: 10

  15. Enter the number of Concurrent Batch Executions. This specifies the maximum number of simultaneous batch executions that can be processed for an integration at one time. If this limit is exceeded, new requests are queued or rejected until a currently active connection finishes.

    • Default Value: 5

    • Range: 10

  16. Click Apply to save the settings.

Post-Installation Verification

After you complete the installation, please perform these tests to verify the installation.

Data Sync Test

  1. Initiate a sample data pull. (To iPaaS.com).

  2. Initiate a sample data push. (From iPaaS.com).

Functionality Test

  1. Run an end-to-end business process.

  2. Validate key features like field mappings, workflow triggers, and logging.

  3. Review integration logs in iPaaS.com.

Support and Troubleshooting

Click the Help button on any iPaaS.com page to contact Support or to search our documentation.

  • Documentation: Search our documentation at the top of this article

  • Support Portal: Click the Help and Support button at the lower-right of this window.

  • Contact Information: Contact iPaaS.com.

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