Installing and Configuring the Quotation Factory EdgeConnector: Step-by-Step Guide

The Quotation Factory EdgeConnector is a lightweight integration service that connects Quotation Factory with external systems such as ERP, CAD/CAM, or other data platforms. It runs as a Windows service, continuously exchanging project data in a secure and structured way.

This guide explains how to download, install, configure, and run the EdgeConnector for both Live and Test environments.

Step 1: Download the EdgeConnector

Go to GitHub → Quotation Factory.
Navigate to the Edge Connector project.
Locate the file QF.Agent.Service.zip.
Click Download Raw File.
Once the .zip file is downloaded, unzip it.
- The extracted folder will contain executables and a configuration file (AppSettings.json).

Step 2: Organize Files on the Server

Create a new base folder on your server, for example:
```
C:\QuotationFactory.Agent.Service\
```
Inside, create two subfolders if you plan to run both live-and-test environments:
```
C:\QuotationFactory.Agent.Service\Live\ C:\QuotationFactory.Agent.Service\Test\
```

Within each environment folder, create an EdgeConnector folder:

C:\QuotationFactory.Agent.Service\Live\EdgeConnector\ C:\QuotationFactory.Agent.Service\Test\EdgeConnector\

Copy the unzipped executables and the AppSettings.json file into each EdgeConnector folder.

Step 3: Configure the Connector

3.1 Live Environment

Open AppSettings.json in a text editor.
Go to Rhodium24.io → Settings → Integration → Edge Connector.
Copy the Integration ID displayed in the interface.
Paste this ID into the DeviceId field in the AppSettings.json:

"ClientSettings": { "DeviceId": "[your live integration Id]", "SettingsRequestUrl": "https://api.rhodium24.io/services/v1/agents/" }

3.2 Test Environment

If you also want a test environment:

Go to app-uat.rhodium24.io → Settings → Integration → Edge Connector.
Copy the Integration ID shown there.
Update AppSettings.json in the Test folder to use:

"ClientSettings": { "DeviceId": "[your test integration Id]", "SettingsRequestUrl": "https://api-uat.rhodium24.io/services/v1/agents/" }

⚠️ Important: For the test environment, you must change both values:

Replace the DeviceId with your test integration ID.
Replace the SettingsRequestUrl with:

https://api-uat.rhodium24.io/services/v1/agents/

Step 4: Setup Exchange Folders

In each environment folder, create an Exchange folder:

C:\QuotationFactory.Agent.Service\Live\Exchange\ C:\QuotationFactory.Agent.Service\Test\Exchange\

Copy the full path of the Exchange folder. Example:
```
C:\QuotationFactory.Agent.Service\Live\Exchange
```
Go to Rhodium24.io → Settings → Integration → Edge Connector and paste this path in the Root Directory field.
Rename the integration to follow the convention:
```
EdgeConnector[Environment]-[DeviceName]
```
Example:
```
EdgeConnectorLive-PCQuotationFactory
EdgeConnectorTest-PCQuotationFactory
```
(DeviceName can be found under Windows Settings → System → About → Device Name)
⚠️ Important: Repeat steps 3 and 4 for the Test environment as well.
- This means you must also paste the Test Exchange folder path into the Root Directory field, and
- Rename the test integration using the same naming convention, for example:
```
EdgeConnectorTest-PCQuotationFactory
```

Step 5: Add Integration in Quotation Factory

In Quotation Factory → Settings → Integration → Edge Connector, click Add Integration.
Select the appropriate integration type (use Custom if your system is not listed).
Under Export project to ERP on, choose the project states that should trigger data export. Most customers select: Quoted and/or Ordered.
⚠️ Important: Repeat steps 3 and 4 for the Test environment as well.

Step 6: Run the Connector

Navigate to the EdgeConnector folder, e.g.:

C:\QuotationFactory.Agent.Service\Live\EdgeConnector\

Run QF.Agent.Host.exe.
The system will automatically generate additional folders, including a Log folder. All activities are logged here for troubleshooting.
⚠️ Important: Repeat steps 1, 2 and 3 for the Test environment as well.

Step 7: Install as a Windows Service

To keep the EdgeConnector running in the background, install it as a Windows service:

Open Command Prompt as Administrator.

Run the following commands (update paths as needed):

# install service sc.exe create QF.Edge.Connector start= auto binpath= "[path to - example: C:\QuotationFactory.Agent.Service\Live\EdgeConnector\]\QF.Agent.Host.exe" displayname= "QF edge connector"

# configure service sc.exe failure QF.Edge.Connector reset= 86400 actions= restart/1000/restart/1000/restart/3600

Important Note

If you are also setting up a Test environment, repeat these steps for the Test folder, making sure to:

Point the binpath to the Test EdgeConnector location, e.g.:

C:\QuotationFactory.Agent.Service\Test\EdgeConnector\QF.Agent.Host.exe

Use a different service name to avoid conflicts, for example:

sc.exe create QF.Edge.Connector.Test start= auto binpath= "C:\QuotationFactory.Agent.Service\Test\EdgeConnector\QF.Agent.Host.exe" displayname= "QF Edge Connector Test"

This way, you will have two independent Windows services:

QF Edge Connector → for the Live environment
QF Edge Connector Test → for the Test environment

Step 8: Configure Service Dependencies (Optional)

In some setups, you may need to ensure that dependent services (e.g., ERP, CAD/CAM integrations) only start after the EdgeConnector is running.

Example: ERP Integration requires EdgeConnector

sc.exe config Beltar.Rhodium24.RidderiQ.Integration depend= QF.Edge.Connector

This ensures:

The ERP integration (Beltar.Rhodium24.RidderiQ.Integration) will not start until EdgeConnector is active.
If EdgeConnector stops, the ERP integration will stop as well.
Multiple dependencies example:

sc.exe config ServiceA depend= ServiceB/ServiceC/"Service With Spaces"

Remove all dependencies:

sc.exe config ServiceA depend= /

Check dependencies:

sc.exe qc ServiceA

Step 9: Verify and Test

Return to Rhodium24.io → Integration → Edge Connector.
Refresh the page.
Change a project to the state you selected for export (e.g., Quoted).

You should see a .json and .zip file created in:

C:\QuotationFactory.Agent.Service\Live\Output\

These files are then available for pickup by your ERP, CAD/CAM, or other integrated systems.

At this point, your EdgeConnector is fully installed, running as a service, and actively exchanging project data between Quotation Factory and your external systems.