SuperOfficeCRM Connector: Adding / Editing a Connection

Owned by Fabien Landry (Deactivated)
Last updated: Nov 05, 2019 by Mateusz Bednarz (Deactivated)

Configurations

Connection Configuration Wizard

  1. Adding / Editing a connection can be a straight-forward process. Starting with the Database Server Settings.

    • Database System: The type of database system must be specified here

    • Database Server: The database server must be specified here 

    • Database User ID: The database User ID must be specified here 

    • Database User Password: The database User Password must be specified here 

    • Database Name: The database name must be specified here 
    • Database Prefix/Schema: The database Prefix/Schema must be specified here
    • SuperOffice User ID: The username in SuperOffice must be specified here
    • SuperOffice User Password: The user password in SuperOffice must be specified here

  2. On the Next Page, Select the items to index

  3. On the Next Page, select if you want to remove document card from search

  4. On the Next Page, Provide the Document Archive Settings 

  5. On the next page select which file types to index.

  6. Proceed by selecting project member type names, then complete the wizard by clicking on Finish.









 





 






























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