Axpoint: Difference between revisions

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[[UMS]]
[[UMS]]


== Installation ==
== Settings ==
 
[[File:Axpoint Setting.jpg|none|thumb]]
=== '''Security options''' ===
[[File:Casepoint.png|none|thumb]]
 
URL: The URL of the customer
URL: The URL of the customer


User, Password And Domain: Active Directory information of the user used to connect to CasePoint
User, Password And Domain: Active Directory information of the user used to connect to Axpoint


Delete Users: Whether or not to delete users when they leave
Delete Users: Whether or not to delete users when they leave
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Disabling users: Metadata used when disabling users
Disabling users: Metadata used when disabling users
[[File:CasepointMetadata.png|none|thumb]]
[[File:Axpoint Metadata.jpg|none|thumb]]
 
Axpoint key name: The key that Axpoint uses
Casepoint key name: The key that casepoint uses


Static text (Before/After): Can be any text
Static text (Before/After): Can be any text
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UMS database field:  Choose a field from the students table.
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
Required in Axpoint: Check this to make sure the field will not be empty in Axpoint. If the field is blank in UMS it will not send the record to Axpoint


=== '''Template Setting''' ===
=== '''Template Setting''' ===
This is where you connect a CasePoint Setting to a template. Users on this template will be synchronized with CasePoint.
[[File:Axpoint Template.jpg|none|thumb]]
[[File:Casepointtemplateeditor.png|none|thumb]]
This is where you connect a Axpoint Setting to a template. Users on this template will be synchronized with Axpoint.

Revision as of 14:10, 11 January 2018

Integration with Axpoint's Office 365 SharePoint-based document management system.

Prerequisites

Module requirements

UMS

Settings

URL: The URL of the customer

User, Password And Domain: Active Directory information of the user used to connect to Axpoint

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

Axpoint key name: The key that Axpoint uses

Static text (Before/After): Can be any text

UMS database field: Choose a field from the students table.

Required in Axpoint: Check this to make sure the field will not be empty in Axpoint. If the field is blank in UMS it will not send the record to Axpoint

Template Setting

This is where you connect a Axpoint Setting to a template. Users on this template will be synchronized with Axpoint.