Axpoint: Difference between revisions

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[[UMS]]


== Template Setting ==
== 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|694x694px|This is where you connect an Axpoint Setting to a template.]]
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|694x694px|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 ==
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.]]After choosing to either create a new or edit an existing setting, you will see the picture below.[[File:Axpoint Setting.jpg|none|thumb|707x707px|This is where you set up your Axpoint settings.]]
This is where you set up your Axpoint setting. The fields are described below.[[File:Axpoint Setting.jpg|none|thumb|707x707px|This is where you set up your Axpoint settings.]]


=== Security options ===
=== Security options ===
Site Collection URL: The URL for the work area
* Site Collection URL: Insert the URL for the work area
 
* Security token: Value obtained from Axpoint
Security token: Value obtained from Axpoint
* Site type: Value obtained from Axpoint
 
* User account: The user who are allowed to access the site collection
Site type: Value obtained from Axpoint
* Waid: Value obtained from Axpoint
 
User account: The user who are allowed to access the site collection
 
Waid: Value obtained from Axpoint


=== Disable/Enable ===
=== Disable/Enable ===
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 that Axpoint will look at when checking if a user is enabled or disabled (do not include in metadata)
Key: It is the key Axpoint looks at to see if a user is disabled or not (do not include in metadata)
* User enabled value: The value which defines the user as active
 
* User disabled value: The value which defines the user as inactive
User enabled value: A value that defines the user as active
 
User disabled value: A value that defines the user as disabled


=== Disable options ===
=== Disable options ===
Disable Users: Whether or not to disable users when they leave
* 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
Disable after: Keep users active for a certain number of days after they have left and before disabling them


=== Metadata configuration ===
=== Metadata configuration ===
Select the Metadata setting used
Select the Metadata setting used. See how to create or update users below.


=== SQL Sentence ===
=== SQL Sentence ===
This is used to define more uniquely what records to include from the students table. This is only the Where part of a 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.
 
Could be something like
 
(Studienr = 'UMS)


Or (Fullname like 'inLogic%')
I.e. (Studienr = 'UMS) or (Fullname like 'inLogic%').


== Metadata ==
== Metadata ==
Creating users: Metadata used when creating or updating users[[File:Axpoint Metadata.jpg|none|thumb|668x668px]]
Creating users: Metadata used when creating or updating users[[File:Axpoint Metadata.jpg|none|thumb|668x668px]]
Axpoint key name: The key that Axpoint uses
* Axpoint key name: The key that Axpoint uses
 
* Static text before database field: Can be any text
Static text beforedatabase field: Can be any text
* UMS database field: Choose a field from the students' table
 
* Static text after database field: Can be any text
UMS database field: Choose a field from the students table.
* Required in Axpoint: Check this to ensure that the field will not be empty in Axpoint. If the field is blank in UMS, the record will not be sent to Axpoint
 
Static text after database field: Can be any text
 
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

Revision as of 15:33, 11 January 2018

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

Prerequisites

Module requirements

UMS

Template settings

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

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.

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.

This is where you set up your Axpoint settings.

Security options

  • Site Collection URL: Insert the URL for the work area
  • Security token: Value obtained from Axpoint
  • Site type: Value obtained from Axpoint
  • User account: The user who are allowed to access the site collection
  • Waid: Value obtained from Axpoint

Disable/Enable

Please note that the key and values are different for each customer.

  • Key: This is the key that Axpoint will look at when checking if a user is enabled or disabled (do not include in metadata)
  • User enabled value: The value which defines the user as active
  • User disabled value: 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

Creating users: Metadata used when creating or updating users

  • 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. If the field is blank in UMS, the record will not be sent to Axpoint
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