Casepoint: Difference between revisions
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Integration with IT Leans SharePoint-based electronic sales and document management system. CasePoint ensures that users automatically have the proper permission. The automation saves the school resources and time at the IT department. | |||
== Prerequisites == | == Prerequisites == | ||
=== | === Module requirements === | ||
[[UMS]] | |||
== Installation == | |||
=== '''Security options''' === | |||
[[File:Casepoint.png|none|thumb]] | |||
URL: The URL of the customer | |||
User, Password And Domain: Active Directory information of the user used to connect to CasePoint | |||
Delete Users: Whether or not to delete users when they leave | |||
Delete after: Keep users for a certain number of days after they have left | |||
=== | === '''Metadata''' === | ||
Creating users: Metadata used when creating or updating users | |||
Disabling users: Metadata used when disabling users | |||
[[File:CasepointMetadata.png|none|thumb]] | |||
Casepoint key name: The key that casepoint uses | |||
Static text (Before/After): Can be any text | |||
UMS database field: Choose a field from the students table. | |||
Required in CasePoint: Check this to make sure the field will not be empty in CasePoint. If the field is blank in UMS it will not send the record to Casepoint | |||
== | === '''Template Setting''' === | ||
This is where you connect a CasePoint Setting to a template. Users on this template will be synchronized with CasePoint. | |||
[[File:Casepointtemplateeditor.png|none|thumb]] | |||
Latest revision as of 10:26, 17 March 2017
Integration with IT Leans SharePoint-based electronic sales and document management system. CasePoint ensures that users automatically have the proper permission. The automation saves the school resources and time at the IT department.
Prerequisites
Module requirements
Installation
Security options
URL: The URL of the customer
User, Password And Domain: Active Directory information of the user used to connect to CasePoint
Delete Users: Whether or not to delete users when they leave
Delete after: Keep users for a certain number of days after they have left
Metadata
Creating users: Metadata used when creating or updating users
Disabling users: Metadata used when disabling users
Casepoint key name: The key that casepoint uses
Static text (Before/After): Can be any text
UMS database field: Choose a field from the students table.
Required in CasePoint: Check this to make sure the field will not be empty in CasePoint. If the field is blank in UMS it will not send the record to Casepoint
Template Setting
This is where you connect a CasePoint Setting to a template. Users on this template will be synchronized with CasePoint.
