Facebook integration setup (for “on-site” bpm’online applications only).
Only “on-site” bpm’online applications require additional Facebook integration setup. In bpm'online cloud, Facebook authorization is performed only once when working with the system for the first time.
Bpm’online integration with Facebook is performed only once and consists of three steps:
•Setting up the bpm’online account in Facebook
•Entering Facebook key into bpm’online
•Configuring shared Facebook accounts in bpm’online
Attention!
To set up Facebook integration with bpm’online you need to set up third party network access to your application.
Setting up the bpm’online account in Facebook
To set up the bpm’online account in Facebook:
1.Log in to Facebook.
2.Follow the https://developers.facebook.com/apps link.
Note
If you are not registered as a Facebook developer, click the [Register Now] button and perform the registration on the displayed page.
3.Click the [Create New App] button (Fig. 1).
Fig. 1 Adding a new application to Facebook
4.The application properties window (Fig. 2) will open.
Fig. 2 Setting up new application properties
5.In the opened window, fill in the following fields:
a.[Display Name] – application name, for example, “bpm’online”.
b.[Contact Email] — by default, the email address of the user who logged in to Facebook is displayed here.
c.[Category] – select the application category from the list, for example, “Business”.
d.Click the [Create App ID] button.
6.Once the security check is complete, the application window will open. It will display the “App ID” and “App Secret” keys generated for the application (Fig. 3). By default, the “App Secret” key is displayed as a mask. To view the key, click the [Show] button and enter your password.
Fig. 3 Application registration keys for Facebook
7.Go to the [Settings] tab. In the opened window, fill in the fields (Fig. 4):
a.[App Domains] – domain name of the website where the application is deployed.
b.[Contact Email] – email address to which the application notifications will be sent. By default, the email address of the user who logged in to Facebook is displayed here.
Fig. 4 Entering the domain name and email address
8.Click the [Add Platform] button (Fig. 5).
Fig. 5 The [Add Platform] button
9.Select “Website” as a platform (Fig. 6).
Fig. 6 Selecting application platform
10.In the [Site URL] field, specify the full website address you use to log in to bpm’online (Fig. 7).
Fig. 7 Entering the website address
11.To finish the registration of the application on Facebook, click the [Save Changes] button (Fig. 8).
Fig. 8 Saving the application settings on Facebook
12.To allow all users to use Facebook integration, make the application public. Open the [App Review] tab, set the radio button to [YES] and confirm your intent to make the app public (Fig. 9).
Fig. 9 Setting up the app publicity
Entering Facebook key into bpm’online
Before registering Facebook keys in bpm’online, clear the checkbox in the “Use shared Facebook application“ system setting.
Note
If the “Use shared Facebook application“ checkbox is selected, the “Facebook access key“ and “Facebook secret access key“ system settings are ignored. In bpm'online cloud, the common “Bpm’online Social” app is used if the mentioned checkbox is selected.
The keys (“App ID” and “App Secret”, Fig. 3) generated when registering the application must be entered into bpm’online as the values of the system settings included in the “Integration with external resources” folder”: To do this:
1.Open the system designer by clicking the 
button in the top right corner of the application window.
2.Click the [System settings] link in the [System setup] block.
3.Select the “Integration with external resources” folder in the system settings group list – you will see all the group settings appear on the right side of the screen (Fig. 10).
Fig. 10 The [Integration with external resources] group of system settings
4.Open the [Facebook Secret Access Key] system setting. Populate the [Value by default] field with the “App ID” key value. Save the changes.
5.Open the [Facebook Secret Access Key] system setting. Populate the [Value by default] field with the “App Secret ” key value. Save the changes.
Configuring shared Facebook accounts in bpm’online
When Facebook keys are specified in the system settings, bpm’online users have to authorize once using their Facebook login credential. For example, the authorization window will be displayed when the 
button is clicked on the [Communication options] detail of the contact or account page.
To set up a shared Facebook account for all bpm’online users, perform the following steps:
1.Open the user profile page by clicking the [User profile] link on the application home page.
2.Click the [Accounts in external resources] button.
3.On the displayed page, select an account to be shared for all system users.
4.Select the [Make shared] option from the [Actions] menu (Fig. 11).
Fig. 11 Configuring a shared Facebook account
As a result, bpm’online will use the specified account to search for information about Facebook contacts.
Note
Only the user who has the permission to perform the “Access to managing shared accounts in the external resources“ operation can configure the shared account.
Note
For your convenience, keep the shared account active. The user who created the account must be logged into Facebook and periodically perform actions connected to bpm’online integration, for example, search for a bpm’online contact on Facebook. If any actions haven't been performed within two months, Facebook will ask to log in again.
See also
