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Creating an Integration Account

Create an integration account for active staff members and contacts that you want to associate with external accounts. Integration accounts are used to establish connections with external accounts in order to communicate and exchange data with external applications. Integration accounts cannot be used to conventionally log on to Proliance. You can create an integration account using any staff member or contact in the Organization work area.

To create an integration account, your security role must have permission to create and update accounts. For more information, see "About Security Permissions".

Note: You can only create an integration account from the Organization work area.

To create an integration account

1. Ensure that the staff or contact has been added to the system. For more information, see "Creating a New Staff Member" or "Creating a New Contact"
2. Open the Contacts or Staff register from the Organization work area.

- or -

Open the Contacts or Staff tab from the Organization work area.

3. Select a contact or staff document and click the Account page.
4. Click Edit.
5. Next to the Account Type field, click Create Account and select Integration Account from the Edit User Account dialog box.

Complete any additional information in the dialog box. For more information, see "Create User Account Dialog Box ".

6. Expand the System Integration category and complete the following information:
• IP or DNS: Type the IP address or the DNS name of the server hosting the external web service application that will communicate with the integration account.
• Protocol:Select a communication protocol to determine whether communication should be encrypted or not. The option you select determines the default Port used, if no other value is specified:
• If HTTP is selected, communication is not encrypted and the default Port is 80.
• If HTTPS is selected, communication is encrypted and the default Port is 443.
• Port:Type the receiving server's port using any value between 0 and 32767.
  
  Note: If you do not specify a port number, Proliance will use one of two default values, according to your Protocol settings.
• Root Path: Type the name of the directories that are located between the application's web site root and the WebServices directory. For example, for the following path:

http://Server1/Directory1/Directory2/WebServices/office/RFI/WorkspaceRFIService.asmx

You would type Directory1/Directory2 as the Root Path.

Note: If the WebServices directory is located directly below your web site's root, leave this field blank.

7. Expand the Security category and then select a security category for the account.
8. Add or remove security roles for this account.
9. Click Save.

Proliance saves the new account.

See Also