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This page is for IT partners. When a Wally customer asks us to connect their on-prem accounting software, we email their IT partner a link to this page. Below you'll find how to download, install and configure the Windows agent.

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The agent is built on Peliqan Satellite, the on-prem sync agent of our data platform partner Peliqan — that is the name you will see in the installer and in the Windows services list. It runs on your Windows server, reads from the on-prem database of the accounting software, and syncs that data to the Wally cloud data warehouse.

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Before you start

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No inbound firewall rules are needed. The agent only makes an outbound connection, and it only ever reads from your database.

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Step 1 — Prepare the source database

The agent connects to the on-prem database of the accounting software, for example SQL Server.

SQL Server

1. Make sure TCP/IP is enabled in SQL Server.
2. Create a SQL Server user for the agent and use it for authentication on your databases.

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Use SQL Server authentication, not Windows authentication. The Wally Service runs under a different Windows user, which causes authentication to fail.

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Granting access to databases created in the future

Some accounting software (e.g. Expert/M, Adsolut) create a separate database per dossier. If the agent should pick those up as soon as they appear, grant instance-wide access:

GRANT CONNECT ANY DATABASE TO [peliqan];
GRANT SELECT ALL USER SECURABLES TO [peliqan];