Configurations

Connection Configuration Wizard

1. 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.

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 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.
   

   

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.