How to Update Your Epic BDE Integration With Fuse

Here are the steps you need to take to update your Epic BDE integration with our Fuse platform.

1. Install the latest SQL Views.
2. Install the latest Application File Package.
3. Install the latest AppSettings file.

Install The Latest SQL Views

1. Log into the BDE Server.
2. Log into Fuse and navigate to the BDE Sync Setup page. To do this, click on the "Accounts" option in the left sidebar menu, and then click the three-dot menu. Select "Manage List," and then click "Set Up Epic BDE Sync."
3. Under the heading "Updating SQL Views," click "Download Views" to download the latest SQL views script directly to the server.
4. In Microsoft SQL Server Management Studio, in the left navigation pane, browse to the database where the customer data is housed and expand the "Views" folder. There should be a series of views there with the word "Fuse" in them. If so, you're in the right database!
   
   
5. Within that database, create a new query. Open the file you downloaded above in Notepad, copy its contents, and paste them into the query. Then click "Execute." You may need to wait a moment, but the new views should automatically install. All views for our integration system include the word "Fuse" in them.

Install the Latest Application File Package

1. Before replacing the application file package, please save the prior version of your Application Settings file by following these steps:
   1. On your server, navigate to the folder where the Fuse integration application is installed (The usual installation path is C:\Program Files\Agency Revolution, or something similar).
   2. In that folder, locate the file named appsettings.json. Cut-and-paste this file into a safe location (such as a “past versions” subfolder or the desktop) so you can later refer to certain properties in this file if needed.
2. Now, return to the setup page in Fuse. Under the heading "Download the package", click the link for "Agency Revolution Epic BDE Uploader App." Take note of where the zip file is downloaded.
3. Navigate to the folder that houses the Agency Revolution application, and:
   1. Remove all files (you may delete them or, if you prefer, move them to a historical subfolder for future reference).
   2. Locate the .zip file you downloaded and extract its contents into the folder where you just removed the old files (Note: Do not extract to a subfolder. You'll want all of the files placed directly in the same folder as before, to replace the files you just removed).

Install the Latest AppSettings File

1. Return to the setup page in Fuse. Check the “SQL Connection String” field and the “Branch Codes” field to make sure both of them contain the latest, accurate values for your sync. If you aren’t sure, you can cross-reference them against the values found in the old appsettings file that you moved on your server a few steps ago) If you make any updates to either of these fields, click “SAVE SETTINGS” at the bottom of the page.
   1. Note: If the Connection String and permitted Branch Codes are correctly populated in these fields, they will be automatically included in the appsettings file. If you prefer to not save these values within Fuse, you can manually update these properties in the appsettings file itself, after downloading it.
2. After first saving any changes you may have made, click the button at the bottom of the page to "Download Settings File.”
3. Move the new appsettings.json file that you just downloaded into the folder where the rest of the application files are housed (typically at C:\Program Files\Agency Revolution, or something similar).
   1. If your connection string and branch codes were populated correctly on the BDE Sync Setup page within Fuse, then your update is complete.
   2. If you did not store your connection string or branch codes in Fuse, you’ll need to populate them directly in the appsettings file as follows:
      1. Using Notepad, open the old and new versions of the appsettings.json file side-by-side.
      2. Locate the “DefaultConnection” property, and copy-paste the connection string from the old version into the new version.
      3. Locate the “FilterByBranchCodes” property and copy-paste the list of permitted branch codes from the old version into the new version.
      4. Save the new version and close the old one.