Maconomy Cloud Connector: Adding a New Connection

Connection Name Page

Setting Name	Description
Display Name	The name of the connection.
Maconomy Server Address	Address to the Maconomy Root Web Service
Maconomy User Name	Username of the Maconomy user with read permissions to required containers
Maconomy User Password	Password of the Maconomy user with read permissions to required containers
Open link	Base path for the open links. It is generated automatically based on the Maconomy Server Address.

Security Page

Setting Name	Description
Auth Realm for authentication	Select auth realm that will be used for user authentication
Username	Active Directory username
Password	Active Directory user's password
Domain	Active Directory domain

Root Configuration Page

Setting Name	Description
Prefered language	Select preferred language for the metadata names
Select Companies to index	Connector allows selecting one or more companies to index

Container Types Page

This page allows to select which containers should be indexed in the connection. You can use Lookup to search for the containers.

Data Grid Column	Description
Index	Add or remove container from index.
Container Name	Internal name of the container.
Display Name	Display name for the container. By default it is set to the internal name. Important Note: This value will be presented for the users, so consider changing it.
Advanced Configuration	Allows for advanced configuration of the container. Connector will perform automatic configuration for all containers that haven't been configured manually.

Container Advanced Configuration Page

This page is only accessible by pressing Configure button on the previous page. On this page you can configure which fields should be indexed, searchable and added to details pane.

Data Grid Column	Description
Index	Add or remove container field from index.
Searchable	Controls if users should be able to search using this field's value.
Add to Details	Controls if the field should be visible in the Details card.
Field Name	Field display name.
Card Field	Indicates if the field is accessible only from card field in Maconomy. Indexing card fields requires additional request per record slowing down full scan a lot. This is why all card fields are not included in the index by default.
Data Type	Data type of the field.

Setting Name	Description
Container Display Name	Display name for the container. By default it is set to the internal name. This is the same value as Display Name (editable) in the containers list. Important Note: This value will be presented for the users, so consider changing it.
Name field	Decides which field should be used as a name metadata of the indexed document
Created Date field	Decides which field should be used as a created date metadata of the indexed document. Only fields of type data can be selected here.
Created By field	Decides which field should be used as an author metadata of the indexed document. This will also be used by the author refiner.
Modified Date field	Decides which field should be used as a last modified date metadata of the indexed document. This will also be used by the date modified refiner. Only fields of type data can be selected here.
Modified By field	Decides which field should be used as a modified by metadata of the indexed document. This will also be used by modified by refiner.
Date and time merging	Maconomy API sends date and time in separate fields. Here you can join both fields into single metadata.
Index table records as attachments	Decides whether table fields of the record should be indexed as documents' attachments. If you check this option you will see similar, second data grid where you configure metadata for the attachments. Indexing table records requires additional request per record slowing down full scan a lot. This is why all table records are not included in the index by default.

File Type Page

Setting Name

Description

File Type to index

Select file types Only the most common file types are included by default.

The file extension to index. The options are:

Index all file types (default)
- This one will by default index ALL files, regardless of the file format
- For file types associated with the built-in DocFilter content filter, all text content available will be indexed
- For other file types, only available metadata (like file name and path) will be indexed

Index selected file types only
- Will only index the file types listed in the dialog

Exclude selected file types
- Will index everything - except the file types defined in the list