The Provider Portal Job Service connects to the Mosaic database to import Service Orders and Service User details and to export e-invoices. If either of these isn't working when you're setting up a new environment.
If you're hosted, we'll configure everything for you. Please raise a new case online and reference the title of this article.
The below instructions are for self-hosted customers:
You need to set up the Mosaic connection string in the Target.Abacus.Jobs.Service.exe.config file located in the Job Service installation directory. Instructions on how to do this are included in your Provider Portal version's installation notes.
The login you use in the connection string from step 1 must be granted the fw_role on the database. This role ensures it can both read data and execute the stored procedures needed for the integration.
There must be a worker record set up with a System User ID that matches the database login. This user doesn't need an active role or any permissions. The interface updates some audited data, and Mosaic needs a valid worker to track these changes. Give the worker a descriptive name like Provider Portal Integration so you can easily identify these updates.