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Connection Configuration Wizard

1. Adding / Editing a

   connection can

   connection can be a straight-

   forward process

   forward process. Starting with the Display Name Setting.

   

   Setting Name	Description
   Display Name	The name of the connection.

On the Next Page, enter credentials for Active Directory User.
2. 
   

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   On the Next Page, enter Api URL, Application parameters and then click 'Connect' button.

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   Setting Name	Description
   Super Office CRM Online HighQ Api URLSuperOfficeCRMOnline REST Api base URL	HighQ instance URL (https://'INSTANCE_NAME'.highq.com/'INSTANCE_NAME')
   Application Id	Registered Application Identifier Id
   Application Token	Registered Application Token
   Redirect URL	Registered Application Redirect URL

   SuperOfficeCRMOnline login page will be displayed and you have to log in using Index User account. Access and Refresh tokens will be delivered and then you can click 'Next' button.
   

   Image RemovedOn the Next Page select Project Member Type Name for Project Customer, Project Lead and Project Manager.Image Removed

   Redirect URL is provided during Application registration process. This is an optional setting, so if the system administrator does not provide a value in redirect URL, then the API client can use any valid URL as the redirect URL during the OAuth step 2 (e.g http://www.highq.com)

   
   

4. Then enter HighQ instance admin credentials and click 'Sign in' button.

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5. Click 'Allow' button.

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6. Then you should get information that you received Access and Refresh tokens.

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7. On the Next Page, enter credentials for Active Directory user.

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8. Proceed by selecting which file types to index, then complete the wizard by clicking 'Finish' button.

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