CareMonkey allows an integration with Synergetic to ensure that data from two systems are synced. For more information about CareMonkey and integration, please refer to this document: CareMonkey and Synergetic Integration

Setting up the integration between CareMonkey and Synergetic requires three main steps:

  1. Creating a CareMonkey account and configuring the account to manage IP addresses for API Access
  2. Installing the CareMonkey Sync File in the Admin SQL server where the Synergetic database can be found
  3. Configuring the CareMonkey account to bring in all the data from Synergetic database

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STEP 1: Creating a CareMonkey account and configuring the account to manage IP addresses for API Access

This step contains a few sections:
     1. Creating a CareMonkey account
     2. Generating the API Access Key
     3. Managing the API Access Key

1. Creating a CareMonkey account
Please refer to this article: How does an Administrator register the organisation's CareMonkey account?

2. Generating the API Access Key
Please refer to this article: How does an Administrator generate an API Access Key for Integration?

3. Managing the API Access Key
Please refer to this article:  How does an Administrator manage the IP Addresses for API Access Key

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STEP 2: Installing the CareMonkey Sync File in the Admin server where the Synergetic database can be found

Setting up the integration requires an administrator access to the SQL Admin Server. This can usually be done by the IT tech guy or someone who has an access to the SQL Admin server. 

This step contains a few sections:
     1. Downloading the CareMonkey Sync File and saving it in the Admin Server
     2. Configuring the settings of the SQL Server Management Studio to allow SQL Server Authentication Mode
     3. Creating a "caremonkey" user in the SQL Server Management Studio
     4. Configuring the Zscaler settings (if this is being used by the organisation)
     5. Setting up the Sync
     6. Running the Sync and configuring it to run automatically every two hours

1. Downloading the CareMonkey Sync File and saving it in the Admin Server
     a. Please go to this link https://sites.google.com/a/caremonkey.com/customer-portal/downloads and download the latest sync version. File name is CareMonkeySync.exe-XX.zip, where "XX" is the version (for example, 2.0.62).
     b. Create a “caremonkey” folder in the C drive of the server.

2. Configuring the settings of the SQL Server Management Studio to allow SQL Server Authentication Mode
Please refer to this article: How does the Administrator configure the settings of the SQL Server Management Studio to allow “SQL Server Authentication” Mode?

3. Creating a "caremonkey" user in the SQL Server Management Studio
     a. Open the Microsoft SQL Server Management Studio and login to the server that contains the Synergetic database.
     b. Right click on Security, and select New → Login.

     c. Setup the login name for this database user, select SQL Server authentication, and de-select the Enforce Password Policy checkbox. Use "caremonkey" as the login name and create a password that doesn't contain the word "caremonkey".

     d. Click on User Mapping and grant read and write access to the SynergyOne database by ticking the db_datawriter and db_datareader roles. This will allow CareMonkey to write medical data back into Synergetic and read the class and contact information from the database.


     e. Click on the SynergyOneMedia database, and select db_datareader as a role to allow CareMonkey to retrieve student photos from Synergetic.

4. Configuring the Zscaler settings (if this is being used by the organisation)Please refer to this article: How does an Administrator configure the Zscaler settings?

5. Setting up the Sync
a. Run the command prompt as an administrator.
b. Go to c:\caremonkey folder or type cd c:\caremonkey
c. Type caremonkeysync.exe --setup
d. A message similar to below will appear. Type Y and press enter.

e. Type Synergetic in the next command line.

f. The next command lines will ask for the following info:

  • CareMonkey URL for API Access: Just press Enter for this line.
  • CareMonkey API Key: This is unique for each account. Please go to the Generating the API Access section of this article (above) on how to get the API token.
  • HTTP Proxy Address
  • HTTP Proxy port number
  • Synergetic Database Host Name
  • Synergetic Database Port number: If you're not sure what port number you're using, please refer to this article: How does the Administrator check the correct database (SAS2000 or Synergetic) Port number?
  • Synergetic Database name
  • Synergetic Database username: Type "caremonkey". This is the username that was created in the SQL Server Management Studio. 
  • Synergetic Database Password: Type the password that was created when the username was added in the SQL Server Management Studio.

g. A similar screen will be shown confirming that the set-up was successful.


6. Running the Sync and Configuring it to run automatically every two hours
   
a. After the integration has been set up, type caremonkeysync.exe --sync after the c:\caremonkey command prompt. This will extract the details from your Synergetic database send these details to your CareMonkey account.
    b. After the process is complete, type caremonkeysync.exe --start-servce to automatically run the sync every two hours. This will create a "CareMonkey" task in the “Task Scheduler”.

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STEP 3: Configuring the CareMonkey account to bring in all the data that from Synergetic database

Please refer to this article: How does an Administrator configure the data that was picked up by the integration from SAS2000 or Synergetic to CareMonkey?


For any assistance in setting up the integration or if an error came up during the set-up or sync, please get in touch with us via the Live Chat tool or send us an email through support@caremonkey.com.

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