Setting Up Azure Cloud Storage

Azure Cloud Storage provides secure storage for data in the cloud. You can use WennSoft-hosted storage or your self-hosted Azure Cloud storage. After you have set up the Azure Cloud Storage, this will be used for all file management with WennSoft including Signature, MobileTech, and Schedule.

Cloud storage requires an Advanced Document Management license. Contact WennSoft Sales for pricing information. For information about Azure Cloud storage, see Microsoft’s Introduction to Azure Storage.

Install Signature Azure Services Add-In

Before setting up the Azure Cloud Storage in the Document Storage Setup window, you must enter the WennSoft Cloud Host Key. The Signature Azure Services Add-In requires Signature 2024 or higher. Before installing, you must be logged out of Microsoft Dynamics GP.

1. Right-click on the Signature Azure Services 18.x.x.exe file and select Run as Administrator.

2. Select Next.

3. Accept the license agreement on the End-User License Agreement window and select Next.

4. Enter the WennSoft Cloud Host Key provided by WennSoft Sales and select Next.

5. Enter your SQL Server Settings:

   • SQL Server

   • Admin SQL User

   • Password

   • GP System Database

6. Select Next.

7. On the Select Installation Folder window, verify the correct location of the Microsoft Dynamics GP AddIn folder and select Next.

8. Select Install.

9. After the Add-in has completed the installation, select Next.

10. Select Finish.

11. Continue to the steps below to access the Document Storage Setup window to finish setting up Azure Cloud Storage.

Document Storage Setup Window

1. The Document Storage Setup window can be accessed in the following locations:

   • Settings > Service Management > Module Setup > Document Storage Setup

   • Settings > Job Cost > Job Cost Setup > Document Storage Setup

2. In the Default Storage Location section, select Cloud Storage.

3. Select the Cloud Storage Configuration Type:

   • WennSoft Hosted: You will be using WennSoft’s Azure Cloud Storage.

   • Self Hosted: You have your own Azure Cloud Storage.

4. Complete the following fields. If you are using WennSoft Hosted Azure cloud storage, this information is provided by WennSoft Sales. If you are using your own Azure cloud storage, you can find this information in your storage account in the Azure Portal.

   • Container Name

   • Access Key

   • Connection String

5. Select Save.