Axpoint: Difference between revisions
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Integration with Axpoint's Office 365 SharePoint-based document management system. | Integration with Axpoint's Office 365 SharePoint-based document management system. | ||
== Prerequisites == | ==Prerequisites== | ||
=== Module requirements === | ===Module requirements=== | ||
[[UMS]] | [[UMS]] | ||
== Template settings == | ==Template settings== | ||
This is where you connect an Axpoint Setting to a template. Users that are on this template will be synchronized with Axpoint.[[File:Axpoint Template.jpg|none|thumb| | This is where you connect an Axpoint Setting to a template. Users that are on this template will be synchronized with Axpoint.[[File:Axpoint Template.jpg|none|thumb|791x791px|This is where you connect an Axpoint Setting to a template.]]Start by selecting the setting you want to change or add a new one.[[File:Axpoint Settings.jpg|none|thumb|556x556px|Start by selecting the setting you want to change or add a new one.]] | ||
== Settings == | ==Settings== | ||
This is where you set up your Axpoint setting. The fields are described below.[[File:Axpoint Setting.jpg|none|thumb| | This is where you set up your Axpoint setting. The fields are described below.[[File:Axpoint Setting.jpg|none|thumb|859x859px|This is where you set up your Axpoint settings.]] | ||
=== Security options === | ===Security options=== | ||
=== Disable/Enable === | ====Site Collection URL==== | ||
Insert the URL for the work area. | |||
This is the part or the URL that comes after the DNS name. | |||
====Axpoint authorization token==== | |||
Value obtained from Axpoint | |||
====Site type==== | |||
Value obtained from Axpoint | |||
====User account==== | |||
Value obtained from Axpoint | |||
The user who is allowed to access the site collection | |||
===Disable/Enable=== | |||
Please note that the key and values are different for each customer. | Please note that the key and values are different for each customer. | ||
=== | ====Key==== | ||
This is the key/field Axpoint will look at when checking if a user is enabled or disabled (do not include this key in your metadata) | |||
====User enabled value==== | |||
This is a GUID | |||
The value which defines the user as active | |||
====User disabled value==== | |||
This is a GUID | |||
The value which defines the user as inactive | |||
===Disable options=== | |||
=== Metadata configuration === | ====Disable users==== | ||
Check this if users should be disabled when they leave the school. If left unchecked, users will not be disabled. | |||
====Disable after==== | |||
Choose how many days a user should be active before being disabled | |||
===Metadata configuration=== | |||
Select the Metadata setting used. See how to create or update users below. | Select the Metadata setting used. See how to create or update users below. | ||
=== SQL Sentence === | ===SQL Sentence=== | ||
In this field, you can define which records should be included from the students' table. It is only possible to use the SQL where sentence. | In this field, you can define which records should be included from the students' table. It is only possible to use the SQL where sentence. | ||
I.e. (Studienr = 'UMS) or (Fullname like 'inLogic%'). | I.e. (Studienr = 'UMS) or (Fullname like 'inLogic%'). | ||
== Metadata == | ==Metadata== | ||
This is the metadata used when you create or update user in Axpoint. The fields are described below.[[File:Axpoint Metadata.jpg|none|thumb| | This is the metadata used when you create or update user in Axpoint. The fields are described below.[[File:Axpoint Metadata.jpg|none|thumb|1052x1052px|This is the metadata used when you create or update user in Axpoint.]] | ||
===Default fields=== | |||
{| class="wikitable" | |||
|+Predefined fields that must be set | |||
!UMS | |||
!AxPoint | |||
!Description | |||
!Unique | |||
|- | |||
| | |||
|Ax_Id | |||
|This is a unique key for a user | |||
|X | |||
|- | |||
| | |||
|Ax_Name | |||
| | |||
| | |||
|} | |||
====Axpoint key name==== | |||
The key that Axpoint uses | |||
====Static text before database field==== | |||
Can be any text | |||
====UMS database field==== | |||
Choose a field from the students' table | |||
====Static text after database field==== | |||
Can be any text | |||
====Required in Axpoint==== | |||
Check this to ensure that the field will not be empty in Axpoint. Please note that if the field is blank in UMS, the record will not be sent to Axpoint | |||
====Upload==== | |||
Upload the information to Axpoint or not | |||
Latest revision as of 14:04, 16 June 2022
Integration with Axpoint's Office 365 SharePoint-based document management system.
Prerequisites
Module requirements
Template settings
This is where you connect an Axpoint Setting to a template. Users that are on this template will be synchronized with Axpoint.
Start by selecting the setting you want to change or add a new one.
Settings
This is where you set up your Axpoint setting. The fields are described below.
Security options
Site Collection URL
Insert the URL for the work area.
This is the part or the URL that comes after the DNS name.
Axpoint authorization token
Value obtained from Axpoint
Site type
Value obtained from Axpoint
User account
Value obtained from Axpoint
The user who is allowed to access the site collection
Disable/Enable
Please note that the key and values are different for each customer.
Key
This is the key/field Axpoint will look at when checking if a user is enabled or disabled (do not include this key in your metadata)
User enabled value
This is a GUID
The value which defines the user as active
User disabled value
This is a GUID
The value which defines the user as inactive
Disable options
Disable users
Check this if users should be disabled when they leave the school. If left unchecked, users will not be disabled.
Disable after
Choose how many days a user should be active before being disabled
Metadata configuration
Select the Metadata setting used. See how to create or update users below.
SQL Sentence
In this field, you can define which records should be included from the students' table. It is only possible to use the SQL where sentence.
I.e. (Studienr = 'UMS) or (Fullname like 'inLogic%').
Metadata
This is the metadata used when you create or update user in Axpoint. The fields are described below.
Default fields
| UMS | AxPoint | Description | Unique |
|---|---|---|---|
| Ax_Id | This is a unique key for a user | X | |
| Ax_Name |
Axpoint key name
The key that Axpoint uses
Static text before database field
Can be any text
UMS database field
Choose a field from the students' table
Static text after database field
Can be any text
Required in Axpoint
Check this to ensure that the field will not be empty in Axpoint. Please note that if the field is blank in UMS, the record will not be sent to Axpoint
Upload
Upload the information to Axpoint or not