Configuring Integration Manager To Reference A Custom .mdb File

Integration Manager is Microsoft’s default tool for integrating data into Dynamics GP from another system. In most scenarios this tool will either be installed on the users machine or hosted along with GP through an application hosting tool such as Citrix.  In any event there are times when the end user may need to specify or change the integration file that needs to be used.

Recently, after an upgrade of Dynamics GP as well as Integration Manager, the Default Integration Manager Database Path within Integration Manger was reset for all users to the default path.  This essentially “broke” Integration Manager until each user launched the application and updated the path to point to our custom integration file.

The steps outlined below, though simple enough, will guide you through the process of changing the default integration manager database within Integration Manager.

The first step is to launch Integration Manager.  You can do this by opening it from the Start menu if GP and IM are installed locally on your machine or you can launch it directly from within Dynamics GP by clicking Dynamics GP>>Tools>>Integrate>>Integration Manager.  You can also use the keyboard shortcut Alt+F12 to launch Integration Manager.

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Once Integration Manager loads, select Tools>>Options from the menu.

This will load the Options window which will likely display the default path.  In most cases the default path corresponds to the directory in which Integration Manager is installed.

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From the Options window, click the ellipses […] next to the Default Integration Manager Database path and navigate to the directory where your custom .mdb file(s) are located.  In the example below I have two available files. Integration files within Integration Manager are built using Microsoft Access and should always be in the .mdb format.

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Once the correct file has been selected click Open.

You should now see the newly selected file path displayed for the Default Integration Manager Database.

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Click OK to confirm the new path.

Once the new path has been saved click the Open Integration option from the menu to confirm the correct file was selected and view the available integrations.  If the file you selected contains existing integrations you should see them listed in the Open Integration window as shown below.

im_available_integrations

From here you can simply select the desired integration and perform the necessary steps to push the data into your Dynamics GP environment.  Once the path has been specified you shouldn’t have to perform the above steps again unless a newer version of Integration Manager is installed or a new .mdb file is created. Depending on how your organization uses Integration Manager, it’s possible that copies of an original integration file may have been created and renamed to allow each user to have their own custom file.  In some cases, when the file is locked by one user, it can prevent other users from running another integration.