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AccountManager Agent Control

UpdatedJune 23, 2023
ByKrystyana Greaves

The “Agent Control” form displays information on all of the scheduled agents for the AccountManager database.  To access and modify the Agent Control settings, the SysAdmin role is required on the AccountManager Access Control List (ACL).  

Administrators can enable/disable the agents in the screen as well as check the last time an agent ran, and when it is next scheduled to run.  Additionally, reminders may be set to advise you when an agent that should be enabled, is not running.

[Agent Control Screenshot 1]

Agent Usage Recommendations

Self-Hosting Customers

The following agents should be enabled as indicated below for companies hosting their databases on their own servers.  All agents should be enabled on the server replica, and with an ID authorized to run these agents:

  • System Maintenance (Recommended)
  • Follow Up Email (Optional)
  • Server View Indexing (Recommended)
  • AM Directory Synchronization (Recommended)
  • Comment Notification (Optional.  Required if synchronizing opportunities with a principal via PartnerAccess.)
  • Remove Deletions (Recommended)

Empowering Systems Hosting Customers

The following agents should be enabled (as indicated) for companies with databases hosted on Empowering Systems’ servers.  All agents should be enabled on the AccountManager administrator’s local replica except as indicated below:

  • System Maintenance (Recommended)
  • Follow Up Email (Optional)
  • Server View Indexing (Do not enable here!  View indexing should be enabled by each user on their User Profile.  See “User Profile” help for more information.)
  • AM Directory Synchronization (Do not enable.  Does not apply.)
  • Comment Notification (Optional.  Required if synchronizing opportunities with a principal via PartnerAccess.)
  • Remove Deletions (Contact ESI Support to enable.  This should be enabled, but on the hosting server, not a local replica.)

Agent Descriptions:

Agent Name Description
System Maintenance

Schedules the Update and Verify processes. See “Server Log Files” help for more information. (Requires “Allow Company Name/Account Manager – Account Profile changes” role, “Allow Address Fields, Category, Territory, Key Acct – Account Profile changes” role and “Allow Mark for Delete” role in User profile. Requires at least DESIGNER ACL Access, “SysAdmin” role  and  “Admin Support” role in AccountManager ACL.)
Follow Up Email

Sends follow up emails to subscribed users containing their follow up items for the day. See “User Profile” help for more information. (Requires at least DESIGNER ACL Access, “SysAdmin” role  and  “Admin Support” role in AccountManager ACL)
Server View Indexing

Schedules the View Indexing process on the server replica.  This improves performance for users in the office that work off the server replica. (Requires at least DESIGNER ACL Access, “SysAdmin” role  and  “Admin Support” role in AccountManager ACL.)
AM Directory Synchronization

Schedules synchronization of AccountManager contacts with the AM Directory (address book) on the server.  Runs every 15 minutes. (Requires at least DESIGNER ACL Access, “SysAdmin” role  and  “Admin Support” role in AccountManager ACL.)
Comment Notification

Sends an email to all users listed to an opportunity when a new Comment has been entered in the “Comments” section below the linked documents pane.  This feature is typically only used between Principals and Reps that synchronize their AccountManager Opportunities via PartnerAccess.  Contact ESI Support for more information. (Requires at least DESIGNER ACL Access, “SysAdmin” role  and  “Admin Support” role in AccountManager ACL.)
Remove Deletions

Schedules the “Remove Deletions” process that deletes all items approved for deletion by the AccountManager administrator.  See “Delete Pending Views” help for more information. (Requires  DELETE rights, at least DESIGNER ACL Access, “SysAdmin” role  and  “Admin Support” role in AccountManager ACL.)

“Agent Control” Action Buttons:

Button Name Usage
Save

Saves the agent control form with the new settings.
Close

Closes the agent control form.
Enable/Disable (One each row. Toggles between)

If the button says “Enable” then the agent is currently disabled.  Click the “Enable” button to turn the scheduled agent on (button changes to “Disable”).

If the button says “Disable” then the agent is currently enabled.  Click the “Disable” button to turn the scheduled agent off (button changes to “Enable).

“Agent Control” Column Descriptions:

Column Name Description
Agent Name of the agent
Status

Current status of the agent:

Green – Indicates the agent is working as scheduled.

Yellow – Indicates the agent that should be enabled is not running for some reason.

Red – Indicates the agent is not scheduled to run, and a reminder is not desired (for agents your organization will not use).
Reminder Set

Set to “Y” for all agents your organization intends to keep enabled.  If an agent with a Reminder set to “Y” becomes disabled or does not run for some reason, users will be prompted when opening the database that the agent is not running.
Run On

Name of the server on which the agent is scheduled to run.
Last Completed

Last date and time scheduled agent successfully ran.
Next Run

Next date and time the agent is scheduled to run.

 

Comments can be used to store information about non standard settings.