Skip to main content

SysTrack Installation Instructions

Step-by-step instructions for installing the iPaaS.com SysTrack integration, covering the SysTrack service account and Azure AD B2C values to gather beforehand, the subscription settings to enter, and the post-installation verification tests.

See what the SysTrack – Lakeside integration can do →

Before You Begin

The SysTrack integration connects iPaaS.com to a SysTrack Cloud tenant hosted by Lakeside Software. Before you subscribe in iPaaS.com, gather the following from SysTrack. Every value is required — the connection will not establish if any of them is blank.

  • API URL

  • CLIENT ID

  • USER NAME

  • PASSWORD

  • TENANT NAME

  • ROPC POLICY

Request a SysTrack service account

The first time the SysTrack API is to be used, contact SysTrack Support and request a service account. SysTrack Support creates the account and links it to your tenant. This is the only supported way to obtain API credentials for the integration — service accounts cannot be self-provisioned, and an interactive administrator login must not be used in their place.

Once the service account exists, a tenant administrator can change its password from the tenant administration pages, under Manage Service Accounts.

Ask SysTrack Support for the tenant name and ROPC policy

TENANT NAME and ROPC POLICY must both be supplied by SysTrack Support. They are not displayed anywhere in the SysTrack tenant administration pages, and they cannot be derived from any other value you hold. Request them at the same time as the service account so you are not blocked partway through the installation.

Confirm your Active Directory configuration

Subscribers or their MiSP should confirm with SysTrack Support that the tenant's Active Directory configuration meets SysTrack's requirements before attempting the first connection.

NOTE: SysTrack provides a single production environment per tenant. There is no sandbox or test tenant, so all configuration and validation is performed against live production data. Plan the installation and the first synchronization for a low-activity window.

Installation Instructions for Integration Setup

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

    iPaaS.com Subscriptions page with the Search Certified Integration Marketplace & Subscribe button highlighted
  2. Click the SysTrack integration tile.

    The SysTrack integration tile
  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 - Production

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

    SysTrack subscription configuration page showing the Name, Versions, Create Default Mappings checkbox, and the credential, throttle, and concurrency fields
  6. Enter the API URL for your SysTrack Cloud region. Use the host of the SysTrack Cloud instance you sign in to, with /api appended.

    • United States: https://cloud.lakesidesoftware.com/api

    • EU/UK: https://cloud-uk.lakesidesoftware.com/api

    • Australia: https://cloud-au.lakesidesoftware.com/api

  7. Enter the CLIENT ID for the same region. See Authentication Configuration below for where to obtain it.

    DESTRUCTIVE SETTING — API URL and CLIENT ID. These two settings together select which regional SysTrack Cloud tenant the subscription reads from. Each regional host is a separate tenant with its own independent identifiers, so changing either value on a subscription that has already imported records repoints the subscription at a different record namespace. Existing links between iPaaS.com records and SysTrack users and messages will no longer resolve, and subsequent synchronization will create duplicate iPaaS.com records rather than updating the originals. Set API URL and CLIENT ID correctly at install and do not change them on an existing subscription. If you are unsure, consult your MiSP (Managed Integration Service Provider) or implementation partner before proceeding — the recovery cost if the change is wrong is significantly higher than the consultation cost.

  8. Enter the USER NAME and PASSWORD of the SysTrack service account. See Authentication Configuration below for where to obtain each value.

  9. Enter the TENANT NAME and the ROPC POLICY, exactly as SysTrack Support supplied them, including case. These two values are structural: iPaaS.com substitutes them directly into the Azure AD B2C sign-in address it calls to obtain a token, so an incorrect value produces an unreachable address rather than a rejected credential.

  10. 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 in each time window, ensuring fair usage.

    • Reference configuration: 500

    • Recommended values: 5 for initial setup and first validation runs, 500 for ongoing operation, and 500 for high-volume operation. Start low while you confirm the connection and the first mappings, then raise the value once transfers are running cleanly.

  11. 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.

    • Reference configuration: 60 seconds

  12. Enter the API Throttle Limit (To iPaaS) and API Throttle Seconds (To iPaaS). These control the rate at which inbound SysTrack Customer and Message records are pushed into iPaaS.com during polling and transfers, and they are configured independently of the outbound values above.

    • Reference configuration: 500 calls per 60-second window

  13. 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.

    • Use the value already populated in the field. This setting is tuned per subscription, so review it with your MiSP (Managed Integration Service Provider) or implementation partner before changing it.

  14. 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 batch finishes.

    • Reference configuration: 10

  15. Click Apply to save the settings.

Authentication Configuration

The SysTrack integration authenticates using the Azure AD B2C Resource Owner Password Credentials (ROPC) flow with the credentials of the SysTrack service account. This is the only supported authentication method. iPaaS.com requests an access token from Azure AD B2C, then attaches that token to every SysTrack API call.

Where the navigation paths below name cloud.lakesidesoftware.com, substitute your own regional host (cloud-uk.lakesidesoftware.com for EU/UK, cloud-au.lakesidesoftware.com for Australia).

CLIENT ID

  • Location: Sign in to the SysTrack Cloud dashboard and open the tenant administration area, Tenant Information page, at https://cloud.lakesidesoftware.com/Cloud/Dashboard/Admin/TenantInformation. The CLIENT ID is the long identifier value shown below the Cloud ID. You can also contact SysTrack Support and request the "Azure AD B2C ID".

  • Description: The Azure AD B2C application identifier for your SysTrack Cloud region. It is submitted with the sign-in request and tells Azure AD B2C which SysTrack Cloud application is being authenticated.

  • Confirming the region: The Cloud ID displayed alongside the CLIENT ID on the same page identifies the region: eab7a011-36fc-4c1b-94dd-cb6f31473ff3 for the United States, 4b68aeaa-cb67-4280-87a1-016fecb772b3 for the EU/UK, and 84220ad6-2194-4096-b2c7-4cb311ba4090 for Australia. Check that the Cloud ID shown matches the region of the API URL you entered before saving.

USER NAME

  • Location: On the same Tenant Information page, take the long identifier value shown below the Tenant ID and append @cloud.api to it. For example, a Tenant ID value of 00000000-1111-2222-3333-444444444444 produces the user name 00000000-1111-2222-3333-444444444444@cloud.api. You can also contact SysTrack Support and request the "Azure AD B2C username".

  • Description: The sign-in name of the SysTrack service account.

PASSWORD

  • Location: As a tenant administrator, sign in and open the Manage Service Accounts page at https://cloud.lakesidesoftware.com/Cloud/Dashboard/Admin/ManageServiceAccounts, then select Change Password next to the API account to set a new password. You can also contact SysTrack Support and request assistance with setting the "Azure AD B2C password".

  • Description: The password for the SysTrack service account. iPaaS.com stores this value in encrypted form.

TENANT NAME and ROPC POLICY

  • Location: Both values must be provided by SysTrack Support. Neither is displayed in the SysTrack tenant administration pages.

  • Description: iPaaS.com uses them to build the Azure AD B2C sign-in address for your tenant. For a sign-in address of the form https://exampletenant.b2clogin.com/exampletenant.onmicrosoft.com/b2c_1_ropc_auth/oauth2/v2.0/token, the TENANT NAME is exampletenant and the ROPC POLICY is b2c_1_ropc_auth. Enter only the two bare names — iPaaS.com builds the full address for you.

Important Notes

  • Enter TENANT NAME and ROPC POLICY exactly as SysTrack Support supplies them, including case. An error in either value causes authentication to fail before any SysTrack API call is attempted, so the resulting error describes a sign-in failure rather than a SysTrack data problem.

  • Use the dedicated service account rather than an interactive administrator account, so that administrator password changes and personnel changes do not silently break the integration.

  • Never share the service account password.

  • After the first successful sign-in, iPaaS.com holds a refresh token and uses it to renew access without re-submitting the password. Because of this, the integration can keep working for a period after the service account password is changed in SysTrack and then fail later. When you rotate the password in SysTrack, update the PASSWORD setting in iPaaS.com in the same session.

  • Full detail on the token lifecycle, credential rotation, and the complete Subscription Settings reference is in the SysTrack Connections and Settings article.

Post-Installation Verification

After you complete the installation, perform these tests to verify the installation. SysTrack has no test environment, so these tests run against your live tenant — choose known, low-risk records.

Data Sync Test

Both inbound collections apply mapping filters, and a record excluded by a filter is skipped silently — no record is created and no error is logged. Choose the test record deliberately, or the test proves nothing.

  1. In SysTrack, choose a user whose email address is populated and is not the SysTrack placeholder text "Not collected". Users failing either test are excluded by the collection's mapping filter and produce no Customer record and no error row. Note that user's SysTrack account identifier.

  2. From the iPaaS.com Manual Sync page, initiate a Manual Sync of that user into iPaaS.com as a Customer record, using the account identifier from step 1.

  3. Confirm in iPaaS.com that the expected Customer record was created or updated, with values matching the SysTrack user. The appearance of the Customer record is the success signal. If no record appears, the test has not passed, whether or not any error was logged — re-run with a different user that meets the criteria in step 1.

  4. The Message flow can be checked the same way, with one caveat: only sensor events that are not hidden, whose system has a primary user email address recorded, and for which SysTrack already offers an automation become iPaaS.com Messages. A sensor alert chosen without reference to those conditions may legitimately produce nothing, so a Message test that yields no record is inconclusive rather than a failure. See SysTrack Integration Known Limitations for the full filter behavior.

Functionality Test

  1. Review Dashboard / Integration Monitoring / Error Logs. An authentication or connectivity failure produces an explicit error row identifying the failed call and the response received. An empty Error Log is not by itself confirmation of a successful transfer — pair it with the record check in the Data Sync Test above.

  2. Validate field mappings against the imported records, and confirm the values landed in the fields you expect.

  3. Create and configure a polling event for each entity under Integration Monitoring and Diagnostics / Events, setting the cadence there. SysTrack sends nothing to iPaaS.com on its own, so this polling event is what starts inbound transfers; no users or sensor alerts arrive automatically until it is configured and running.

  4. Before enabling the outbound Update SysTrack Autofix Run FROM iPaaS.com collection broadly, validate it against a small, low-risk group of systems. A dispatch runs a real remediation automation on a real endpoint machine.

Before settling on a permanent polling cadence, review the request volume produced by your first full cycle and adjust the throttle and concurrency values if SysTrack returns timeouts or your tenant shows degraded response times. See SysTrack Integration Known Limitations for the polling behavior this affects.

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.

For SysTrack service accounts, the Azure AD B2C values, and Active Directory configuration requirements, contact SysTrack Support at Lakeside Software. Subscribers or their MiSP should raise SysTrack-side account and tenant questions there rather than with iPaaS.com Support.

Related Documents

The following companion articles for the SysTrack integration are available in the iPaaS.com Help Center:

Did this answer your question?