Step 3: Create FSM Integration Record

We recommend renaming the default "credentials.csv" download file to the Microsoft Dynamics GP company name.csv. The information in the credentials file will be used in Step 3-2: Enter Time Integration Settings in On-Premise Setup Steps.

For additional information on FSM Integration Records, see Working with FSM Integrations in the Building Optimization Broker documentation. 

If the company will also have a test company, a separate FSM integration record will need to be created. Each instance of the company will need a unique FSM integration record.

To create an FSM integration record:

1. Select the App Drawer.

2. Select IoT Hub. 

3. From the IoT Hub dashboard, on the FSM Integrations card, select Manage FSM Integrations OR select the FSM Integrations icon from the left navigation.

4. On the FSM Integrations dashboard, select New FSM Integration.

5. In the New FSM Integrations window, enter the FSM Integration Configuration Name.

6. Select the FSM Integration Driver Type.

7. Select Create.

8. In the FSM Integrations Credentials window, the credentials that are required by the FSM Integration to authenticate with your Building Optimization Broker Company are displayed. 

   Select View Key to display the Authorization Key.

9. Select Download Agent Credentials to save a copy of the Serial Number and Authorization Key as a credentials.csv file on your workstation. IMPORTANT: This is the only time the credentials.csv file is available to download. If you misplace this information, you will be able to use the Rotating FSM Integration Credentials procedure to reset this information.