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Exact Synergy Enterprise · TIPP 1.3.0

TIPP Installation Manual

CORE and PRO installation through Database Update, which applies the TIPP solutions in Synergy.

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TIPP 1.3.0 · Section 1

1. Choose your edition

The customer is installing TIPP into an existing Exact Synergy Enterprise environment.

  • TIPP (CORE) includes TIPP pages, workspaces, datasets, lenses, boards, menus and plain AI-assistant chat. In chat, CORE has no agent tools, confirmation cards or memory. It does not require a separate TIPP assistant database.
  • TIPP PRO adds the TIPP Assistant agent and its database, plus the TIPP Transactions service and PRO transaction pages for Exact Globe+.
  • The latest Deployment Kit is available from GitHub. TICE-IT provides the matching CORE or PRO licence file. The licence selected in the installer determines the edition. The installer applies the selected licence during installation.

When you have extracted the kit, follow only one installer path: Install CORE or Install PRO.

TIPP 1.3.0 · Section 2

2. Prepare the server

Documented prerequisites for both editions:

  • Exact Synergy Enterprise: 5.0.0.513 (Synergy 2017) or later
  • .NET Framework: 4.7.2 or later on the Synergy server
  • SQL Server: the SQL Server hosting the Synergy database
  • Installation account: a local administrator on the Synergy server; accept the installer’s elevation prompt
  • Synergy setup account: a Synergy administrator, including access to System → Database → Update
  • Disk space: the installer checks for at least twice the kit size + 50 MB free on the Synergy drive

Also: back up the Synergy database and Synergy folder first. Plan a maintenance window — deployment replaces DLLs and restarts the Synergy site. Synergy already runs on IIS; TIPP deploys into that existing installation, not a new website. The installer copies pages into the docs folder and DLLs into bin. The installation account must be able to write to Synergy’s bin and docs folders. Users of TIPP functionality need Synergy role 93 — Enabling Add-On, and the licence must cover the relevant Synergy users.

Additional PRO preparation:

  • Exact Globe+ client/SDK BIN folder on the server and/or an Exact Globe+ Entity Services URL; at least one route is required.
  • A dedicated Windows service account (DOMAIN\user, .\user or user@domain). Log on interactively once on this server to create its profile. LocalSystem is not supported. Do not open Globe+ using this account while the service runs.
  • Have the service account credentials ready to enter directly into the installer. Never include credentials in documents or screenshots.
  • Rights to create the TIPP settings/logging database on the Synergy SQL Server, and read/write access to the Synergy database for setup. The wizard supports Windows authentication using the installing account, or a SQL login.
  • Service HTTP port default 9480, and local-only Process Agent port 9491. Do not expose these services publicly.
  • If sales-order process operation is needed, the documented Process Agent requires a logged-on desktop session. Ask TICE-IT to agree the secure configuration for a headless server.

TIPP 1.3.0 · Section 3

3. Download and extract the Deployment Kit

Use the download button at the top of this page to download the latest TIPP Deployment Kit. Extract the complete archive on the Synergy server and keep the folder structure intact: TIPP.Installer.exe must stay alongside the Deployment Files folder. Do not launch a lone copy of the installer. Keep the matching licence file TICE-IT provides ready to select by filename. The guide also documents automatic detection when the licence is alongside the installer or in its parent folder; always confirm the detected edition before continuing.

TIPP 1.3.0 · Section 4

4. Install TIPP CORE

The CORE wizard runs the License, Folders and Summary steps. CORE has no service-account, Synergy Database or Exact Connections screens.

Two extra steps can appear. When several Synergy databases share the Synergy folder, the wizard asks “Which database gets the licence?”; choose the database that should receive the CORE licence. When this site has never been asked before, the Usage statistics step “Help us make TIPP more stable and useful” appears, with the checkbox “Share usage data to help improve TIPP” on by default. See TIPP usage statistics for what is sent and how to turn it off. A repair run can show these steps as dialogs.

  1. 1.

    Start TIPP.Installer.exe on the Synergy server and approve Windows administrator elevation.

  2. 2.

    Welcome / licence. Browse to the CORE licence file TICE-IT provides. Check that the status says “TIPP (CORE) will be installed.” Click Next. If an automatically detected licence selects PRO, choose the correct CORE file instead.

    CORE Welcome screen with an example licence and confirmation that TIPP CORE will be installed.
    Select the CORE licence and confirm the detected edition.

  3. 3.

    Folders. Select the root folder of the existing Exact Synergy installation, not its docs subfolder. Review the new-install / upgrade / repair message. Click Next. CORE has no Transactions service-folder field.

    CORE Synergy Folder screen with the Synergy root folder field, new-install run message and visible Uninstall button.
    Select the Synergy root folder and review the detected run type.

  4. 4.

    Ready to Install (Summary). Check that Edition is TIPP (CORE) and that the Synergy folder and run type are correct. Resolve any failed pre-installation check, then click Install.

    CORE Ready to Install screen showing the edition, Synergy folder, run type and pre-installation checks.
    Review the CORE summary and installation checks before continuing.

  5. 5.

    Wait for Installation Complete. Read any warnings and note the log location, then apply the TIPP solutions in Synergy (section 6).

Select the supplied CORE licence in the wizard so the installer can apply it during installation.

TIPP 1.3.0 · Section 5

5. Install TIPP PRO

The PRO wizard runs the License, Folders, Database, Exact, Service, Account and Summary steps. When this site has never been asked before, the Usage statistics step “Help us make TIPP more stable and useful” also appears, with the checkbox “Share usage data to help improve TIPP” on by default. See TIPP usage statistics for what is sent and how to turn it off. A repair run can show it as a dialog.

  1. 1.

    Start TIPP.Installer.exe and approve elevation.

  2. 2.

    Welcome / licence. Browse to the PRO licence file TICE-IT provides. Confirm the wizard identifies TIPP PRO and says the TIPP Transactions service will be installed.

    PRO Welcome screen showing an example PRO licence and confirmation that the Transactions service will be installed.
    Select the PRO licence and confirm that the Transactions service will be installed.

  3. 3.

    Folders. Select the existing Synergy root folder. Confirm the TIPP Transactions service folder; documented default is C:\Program Files\TIPP Transactions.

    PRO Installation Folders screen showing Synergy and Transactions service folder fields, run type and visible Uninstall button.
    Confirm both installation folders and the detected run type.

  4. 4.

    Synergy Database. Enter the SQL Server and Synergy database. Choose Windows or SQL authentication. Click Test. A warning that no TIPP licence is installed in the database yet is expected on a first installation. The installer creates the TIPP settings/logging database on the same SQL Server.

    PRO Synergy Database screen with the No TIPP licence installed yet dialog.
    The “No TIPP licence installed yet” notice is expected on a first-time run. The installer applies the selected PRO licence during installation.

  5. 5.

    Exact Connections. Enter the Globe BIN folder (SDK) and/or Globe Entity Service URL, with at least one provided. Test the URLs you configure.

    PRO Exact Connections screen showing the Globe SDK folder and Entity Services URL fields.
    Configure the SDK and/or Entity Services connection route for your environment.

  6. 6.

    Service Settings. Use Generate for the service API key (documented minimum: eight characters, no spaces). Confirm HTTP port (default 9480). Choose the Entity Services login: the service account identity or the specific NTLM credentials agreed for the environment. Keep keys and credentials private.

    PRO Service Settings showing an empty API-key field, Generate control, HTTP port and authentication option.
    Review the service settings and generate the service API key; the key field is blank in this illustration.

  7. 7.

    Service Account. Enter the dedicated Windows service account and its credentials directly into the installer. Resolve account validation errors and missing-profile warnings. The installer also warns if you choose the account currently in use.

    PRO Service Account screen showing an example account, an empty credential field and the warning about using the currently signed-in account.
    Use a dedicated service account. This illustration shows the warning for the currently signed-in account; do not copy that account choice.

  8. 8.

    Ready to Install (Summary). Review edition, folders, run type, database, connection settings, port and service-account identity. Confirm the edition is TIPP PRO. Review the settings summary and resolve any warnings or failed checks reported by the installer before clicking Install.

    PRO Ready to Install screen showing the full settings summary.
    Review the PRO settings summary before installing. This screen has no separate pre-installation-checks list.

  9. 9.

    Wait for Installation Complete, review warnings, note the log location, then continue below.

The installer handles the PRO assistant database and its IIS application-pool read permissions.

TIPP 1.3.0 · Section 6

6. Finish installation inside Synergy

  1. 1.

    Sign in as a Synergy administrator and run System → Database → Update to apply the TIPP solutions.

    Synergy Database Update page listing the TIPP AI, CORE and Lenses solutions.
    Apply the TIPP solutions through Synergy Database Update.

If the installer could not apply the licence (because Database Update had not run yet, access was denied, or the licence step was skipped), apply it after Database Update: open Modules → TIPP → Setup → General → License and apply the licence file TICE-IT provided there.

To apply a new licence later, open Modules → TIPP → Setup → General → License.

TICE-IT · TIPP 1.3.0

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TIPP resources

Some of this content was drafted with the help of AI. We aim to keep it accurate, but it may contain errors or become outdated as Exact Synergy and TIPP change. It is general guidance, not advice for your specific setup, so test changes in a non-production environment first. Spotted a mistake? Let us know at tipp@tice-it.com.