Configurations
Connection Configuration Wizard
Adding / Editing a connection can be a straight-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.
On the Next Page, enter Api URL, Application parameters and then click 'Connect' button.
Setting Name Description Super Office CRM Online Api URL SuperOfficeCRMOnline REST Api base URL Application Id Registered Application Identifier 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.
On the Next Page select Project Member Type Name for Project Customer, Project Lead and Project Manager.
Proceed by selecting which file types to index, then complete the wizard by clicking 'Finish' button.
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We strongly recommend using the scheduling options (cf Scheduling (Connections) ) to limit the frequency of full crawls. Since the connector supports changesets ("incremental indexing"), reducing full scans will not affect how quickly new or updated documents are picked up, while having them run too frequently can cause excessive data traffic against your SuperOffice instance and impact its' availability for your users. |