Create a service account manually

The service account enables communication between Surfsight and MyGeotab. This is done through Polling or Webhook.

For more information about service accounts, see here.

Note

You can create a service account automatically. For more information, see Create a service account automatically.

Note

When creating the service account, make sure to follow the requirements as outlined by Geotab. Read here for more details.

To configure the rules:

Create a ViewOnly API

  1. Click Administration from the navigation bar, and then select Users from the sub-menu.

    geotab-users.png
  2. Click Clearances from the top of the Users window.

    geotab-configuring-rules.png
  3. From the Security Clearances page that loads, scroll down and click View only.

    The Security Clearance Edit page loads.

  4. From the Security Clearance Edit page, click Add Sub-Clearance from the top.

    geotab-security-clearance-edit.png
  5. In the Name field, type ViewOnlyAPI.

  6. From the Access to feature list, scroll down and select Edit notification template to enable alerts for events.

    geotab-configuring-rules.png
  7. From the top of the page click Save to save the new ViewOnlyAPI configuration in the Security Clearance list.

    geotab-save-security-clearance-edit.png

Create a new user with only ViewOnlyAPI permissions

Now apply the new ViewOnlyAPI security clearance to enable a new user with these permissions.

  1. Click Administration from the navigation bar, and then select Users from the sub-menu.

  2. From the top of the window, click Add.

    geotab-users-add.png
  3. From the Add User page that loads, create a new user with the following details:

    • Enter a username in the User field

    • Enter a name in the First name field

    • Click No for Force password change on next login

      geotab-force-password-change.png
    • Scroll down and change Security Clearanceto ViewOnlyAPI

      geotab-security-clearance-options.png
    • Enter a password in the Password field

    Note

    Read here for more information about username and password requirements.

  4. Click Save from the top of the page to save the new user.

    geotab-add-user-save.png

Set the Polling or Webhook event management

Once you've created the new user, configure communication between Surfsightand MyGeotab. In order to maintain updated events in Surfsight, the add-in can communicate with MyGeotabin one of two ways:

  • Polling: Surfsightsends a request for new events to MyGeotabat a predetermined frequency

  • Webhook: whenever a new event occurs, MyGeotab posts the event data to Surfsight, updating it in real-time whenever changes are made

Note

We recommend setting the event management to Polling.

To configure communication:

  1. From the Surfsight add-in, go to the Recordings area.

    surfsight-add-in-vehicles.png
  2. Click Update Settings from the top of the window.

    vehicles-page-update-settings.png
  3. Select Polling or Webhook from the drop-down menu.

    geotab-exception-settings.png
  4. If you choose Webhook, enter the Username and Password, using the username and password of the new user you have created for ViewOnlyAPI.

    geotab-exception-settings-login.png

After creating a service account, you can configure the video event rules.

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