Installation

Smart Agents can be installed from Microsoft AppSource for cloud (SaaS) environments or deployed manually for on-premises installations.

AppSource Installation (SaaS)

This is the recommended installation method for Business Central Online (SaaS) environments.

Prerequisites

• Business Central 2024 Wave 2 (v25) or later
• EXTEN. MGT. - ADMIN permission set (to install extensions)
• A Smart Agents subscription (or start a free trial)

Steps

1. Open Business Central and use the search bar to navigate to Extension Management
2. Click Marketplace to open the AppSource marketplace within Business Central
3. Search for "Smart Agents"
4. Click Free Trial to start a trial, or Get it now if you have an active subscription
5. Review the permissions the extension requires and click Install
6. Wait for the installation to complete — this typically takes 1-2 minutes
7. Once installed, you will see a notification confirming the extension is ready
8. The Setup Wizard launches automatically — see Configuration to continue

Verifying the Installation

After installation, verify the extension is active:

1. Navigate to Extension Management
2. Find "Smart Agents" in the list
3. Confirm the status shows Installed
4. Confirm the version matches the latest release (1.0.0.0)

If the extension is listed but shows an error status, see Troubleshooting.

On-Premises Installation

For Business Central on-premises deployments, the extension is installed manually using the Business Central Administration Shell or the Extension Management page.

Prerequisites

• Business Central Server version 25.0 or later
• Administrator access to the BC server instance
• The Smart Agents extension package file (SmartAgents_1.0.0.0.app)
• Network access from the BC server to api.agent.net.ai on port 443

Download the Extension Package

1. Log in to the Smart Agents Portal at smart.agent.net.ai
2. Navigate to Downloads > BC Extension
3. Download the .app file for your Business Central version

Install via Administration Shell

Open the Business Central Administration Shell and run the following commands:

# Publish the extension to the server instance
Publish-NAVApp -ServerInstance BC250 -Path "C:\Extensions\SmartAgents_1.0.0.0.app" -SkipVerification

# Sync the extension (creates database schema)
Sync-NAVApp -ServerInstance BC250 -Name "Smart Agents" -Version 1.0.0.0

# Install the extension for all tenants
Install-NAVApp -ServerInstance BC250 -Name "Smart Agents" -Version 1.0.0.0

For multi-tenant environments, install per-tenant:

Install-NAVApp -ServerInstance BC250 -Name "Smart Agents" -Version 1.0.0.0 -Tenant tenant1

Install via Extension Management Page

Alternatively, upload the extension through the Business Central web client:

1. Navigate to Extension Management
2. Click Manage > Upload Extension
3. Select the .app file and click Deploy
4. Accept the schema synchronization prompt
5. Wait for deployment to complete

Network Configuration

The BC server must be able to reach the Smart Agents API. Ensure the following is configured:

• Outbound HTTPS (port 443) to api.agent.net.ai is allowed in your firewall
• If using a proxy server, configure the BC server's proxy settings to route traffic to api.agent.net.ai
• TLS 1.2 or later must be enabled on the BC server

To test connectivity from the server:

Test-NetConnection -ComputerName api.agent.net.ai -Port 443

Certificate Configuration

If your on-premises environment uses custom SSL certificates or a private certificate authority:

1. Ensure the Smart Agents API certificate chain is trusted by the BC server
2. Add the root CA certificate to the server's Trusted Root Certification Authorities store if needed
3. The extension uses the .NET HttpClient for API calls, which follows the system certificate trust chain

Updating the Extension

SaaS Environments

AppSource extensions are updated automatically by Microsoft during the BC update cycle. You can also manually trigger an update:

1. Navigate to Extension Management
2. Find "Smart Agents" and check if an update is available
3. Click Update to install the latest version

On-Premises Environments

To update an on-premises installation:

# Publish the new version
Publish-NAVApp -ServerInstance BC250 -Path "C:\Extensions\SmartAgents_1.1.0.0.app" -SkipVerification

# Sync the new version (migrates schema)
Sync-NAVApp -ServerInstance BC250 -Name "Smart Agents" -Version 1.1.0.0

# Upgrade from the old version
Start-NAVAppDataUpgrade -ServerInstance BC250 -Name "Smart Agents" -Version 1.1.0.0

# Unpublish the old version
Unpublish-NAVApp -ServerInstance BC250 -Name "Smart Agents" -Version 1.0.0.0

Uninstalling the Extension

SaaS Environments

1. Navigate to Extension Management
2. Find "Smart Agents"
3. Click the three dots (...) and select Uninstall
4. Confirm the uninstall action

Uninstalling removes the extension and its data from the environment.

On-Premises Environments

# Uninstall the extension
Uninstall-NAVApp -ServerInstance BC250 -Name "Smart Agents" -Version 1.0.0.0

# Unpublish the extension
Unpublish-NAVApp -ServerInstance BC250 -Name "Smart Agents" -Version 1.0.0.0

To remove all data stored by the extension, add the -ClearSchema flag to Sync-NAVApp before unpublishing. This is irreversible.