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Configurations

Connection Configuration Wizard

  1. Adding / Editing a connection can be a straight-forward process. Starting with the Display Name Setting.

    Setting NameDescription
    Display NameThe name of the connection. 

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

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

    Setting NameDescription
    Super Office CRM Online Api URLSuperOfficeCRMOnline REST Api base URL
    Application IdRegistered Application Identifier 
    Application TokenRegistered Application Token
    Redirect URLRegistered 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.

  4. On the Next Page select Project Member Type Name for Project Customer, Project Lead and Project Manager.

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



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