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  • Loading data from a customer hosted data source into a GlobalForm on load, or at some later form workflow step.

  • Loading data from a customer hosted data source into GlobalSearch via Data XChange.

  • Writing data collected in a GlobalAction workflow to a SQL Table hosted by the customer.

  • Using a customer hosted data source to feed a Data Lookup Zone in a GlobalCapture.

Note

Warning:
Square 9 discourages the use of does not support Cloud Bridge in environments where the customer does not have a static external IP address. While it can and will work, it will cause downstream problems with your environment. Without this step, the connection between Square 9 and the customer can not be relied on as always available. When that happens, failures are expected and Square 9’s cloud support team would need to retarget the connection to an updated IP address. This is likely to cause breaks in any processes leveraging the connection. If you have questions or concerns about static IP addresses, please contact support.

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Existing cloud customers looking to leverage data sharing capabilities may request Cloud Bridge Enablement through a request to the Square 9 Software Support team. Navigate to your admin dashboard (https://yourinstancename.mysquare9.com/cloud-dashboard/configuration) and complete the CloudBridge Client Configuration Request. New customers may indicate a need for Cloud Bridge functionality on their fulfillment request and the feature will be enabled, or Square 9’s Professional Services team may request it on your behalf.

Customers who are using Cloud Bridge will need the client, installed locally in the premise environment. Be on the lookout for an email from Square 9’s Fulfillment Team with the download link for the client app.

  1. Ensure you have a Windows Desktop or Server available to install the client app. It is recommend that Cloud Bridge be installed on a server or workstation that is “always on” and remains permanently in the physical location of installation.

  2. Ensure .Net 5 is installed. We recommend the .Net 5.x Desktop Runtime package, found here.

Installation Instructions

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Note

Note: .Net 6.x is not backwards compatible with .Net 5.x, and can not be substituted.

  1. Download the installation media on the computer you are deploying to and ensure the .Net 5.x prerequisite is installed before proceeding.

  2. Extract the installation media to a local folder and run the msi file in the CloudBridgeClient.Installer folder.

  3. Click next through the installation prompts to deploy the software. When finished, you will find the Cloud Bridge application files in “C:\Program Files\Square 9 Softworks\CloudBridge”.

Configure Cloud Bridge

  1. From the Cloud Bridge application folder (C:\Program Files\Square 9 Softworks\CloudBridge), run the Cloud Bridge client (CloudBridgeClientUI.exe).

  2. The first time you access cloud bridge, you will need to provide configuration details. Specifically, the fully qualified domain name for your GlobalSearch instance and the Cloud Bridge access password provided during the fulfillment process.

    (info) If you cancel the server configuration, or need to change the configuration, click the black Server icon to the right of the Square 9 logo to open the server configuration.

    1. Provide the FQDN in the Server text box of the configuration form. Do not include “https://”. So the Server entry should resemble:
      myinstance.mysquare9.com

    2. Customers looking to add Cloud Bridge to their environment will require a password provided by Square 9’s cloud fulfillment team. Provide that value in the Password text box.

With connection details provided, The Cloud Bridge Client interface will display:

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