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      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.

      Updating your Epic BDE integration has three important steps.
      1. Running a script in the BDE SQL Database to install the latest SQL Views.
      2. Replacing the application file package with the latest new set of files.
      3. Replacing the customized settings file with the latest version of the settings file.

      Updating Your Epic BDE Integration

      1. Log in to the BDE Server.
      2. Navigate to the the BDE Setup page in Fuse. 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 place!

      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.
      6. 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.
      7. Also click the button at the bottom of the page to "Download Settings File."
      8. Navigate to the folder that houses the Agency Revolution application. The usual installation path is C:\Program Files\Agency Revolution.
        1. Remove all files.
        2. Extract the .zip file you downloaded in step 6 above into the Agency Revolution folder (Note: Do not extract to a new subfolder. You'll want all of the files directly in the Agency Revolution folder, to replace the files you just removed).
        3. Finally, move the new appsettings.json file that you downloaded in step 7 above into this folder as well.
      That's it! Your sync application is now updated and ready to run.
      The application is triggered on a daily basis by an automated process that has already been configured by your team. The most common method is a Windows Task Scheduler job, but other methods may be used in some cases.
      The scheduled job already exists, and the executable filename remains the same with every version, so there's nothing more you need to do. It should automatically run as normal at the scheduled, daily time.