Setting up additional parameters and integrations
After you install bpm’online application on-site and enable websockets, additional setup is required for the correct operation of integrations and other functions, such as synchronization with Google and Facebook, bulk emails, cases or landings.
Note
All settings described in this article must be performed by the system administrator.
Contents
•How to set up integration with Google
•How to set up case resolution email notifications
•Additional configuration of the self-service portal
•How to set up data enrichment
How to set up integration with Google
To configure the integration with Google services, you must register and configure your Google account to access the Calendar API to generate integration keys (“Client ID” and “Client Secret”) and enter them in bpm'online as values for the corresponding system settings. More information is available in a separate article.
This functionality is available in all configurations containing the [Landing pages and web forms] section.
Customers who have their bpm’online application deployed on-site may need to perform additional setup to have the HTML code displayed correctly on the landing page. It is required when according to URL safety rules the URL displayed in the user's browser must be different from the one used for external access to bpm’online. For example, when the URL gets blocked by firewall.
To set up landing pages:
1.Open the system designer by clicking the 
button in the top right corner of the application window. In the system designer, click the [System settings] link.
2.Open the “Landing pages data collection service URL” system setting in the [Landing pages section settings] folder.
3.In the [Default value] field, enter the external URL of your bpm’online application, for example, http://bpmonline-marketing.mydomain.com, and save your settings.
As a result, the HTML code embedded in your landing page will use the correct URL to call the web service for creating a new lead in bpm’online, for example:
serviceUrl: "http://mysite.bpmonline-marketing/ServiceModel/GeneratedWebFormService.svc/SaveWebFormLeadData"
If you use a secure connection protocol, enter the URL and specify https:// in it. The web service call address in this case will be as follows:
serviceUrl: "https://mysite.bpmonline-marketing/ServiceModel/GeneratedWebFormService.svc/SaveWebFormLeadData"
Note
By default, this setting is not configured and the application URL is generated automatically.
How to set up case resolution email notifications
The functionality is available in CRM bundles containing bpm’online service enterprise, customer center and bank customer journey.
To enable sending automatic notifications to the customers after a case status is changed to “Solved”, it is necessary to additionally configure the application by specifying the bpm'online website address that will be used to obtain information from the customers. Populate the [Default value] field of the [Website URL] system setting with the site URL used for bpm’online access, for example http://bpmonline.com.
Additional configuration of the self-service portal
The functionality is available in CRM bundles containing bpm’online service enterprise, customer center and bank customer journey.
Portal setup is performed by company IT staff and consists of portal functionality activation and configuring user self-registration.
Portal setup
1.Set up user authorization on self-service portal:
•Via Single Sign-On technology in bpm’online More information about Single Sign-On setup is covered in a separate article.
•Via login and password. To activate the portal access via portal user login and password, specify the SSPUserPassword parameter in the list of available authentication providers in the,[Bpm'online root folder]\Web.config configuration file:
<auth providerNames="InternalUserPassword,SSPUserPassword" autoLoginProviderNames="" defLanguage="en-EN" defWorkspaceName="Default" useIPRestriction="false" loginTimeout="30000">
2.Set up licenses. In the license manager:
a.Check whether you have valid portal user licenses.
b.License the portal users.
Setting up user self-registration on the portal
User self-registration on the portal includes required and optional actions.
Required actions:
1.Set up portal user licensing at self-registration. Read more >>>
2.Set up sending notifications about portal user registration and password recovery. Read more >>>
Optional actions:
1.Make the portal login page a default login page for all bpm’online users. Read more >>>
2.Make sure that there exists a bpm’online portal user with most limited rights in the application. Read more >>>
Setting up portal user licensing at self-registration.
Make the following changes in the Web.config file located in application root directory: in the SspUserRegistrationLicPackage parameter, specify the name of a product whose licenses will be distributed at adding a portal user. For example:
<add key="SspUserRegistrationLicPackage" value ="bpmonline Customer Portal On-Site" />
Note
Verify free licenses for self-service portal in the license manager. Licenses will be assigned automatically.
Changing the default login page
You can set up the login page that will be displayed by default for all users when accessing the site. It can be either a bpm’online user login page or a special portal login page with links for registering users and password recovery.
Change the value from NuiLogin.aspx to SSPLogin.aspx to make the portal login page a default bpm’online user login page. For example:
<authentication mode="Forms">
<forms loginUrl="~/Login/SSPLogin.aspx" protection="All" timeout="60" name=".ASPXAUTH" path="/" requireSSL="false" slidingExpiration="true" defaultUrl="ViewPage.aspx?Id=4e342d5e-bd89-4b79-98e2-22e433122403" cookieless="UseDeviceProfile" enableCrossAppRedirects="true" />
</authentication>
<defaultDocument>
<files>
<add value="SSPLogin.aspx" />
</files>
</defaultDocument>
A separate bpm’online user account with most limited access rights is used for the correct self-registration of portal users, password recovery and receiving case feedback. By default, SysPortalConnection is used. Please ensure that you do not delete this user, and do not modify this user’s access rights and licensing. Otherwise, user self-registration on the portal might become unavailable.
If you want to use another bpm’online user:
1.Add a user in the [Users and roles management] section. Do not specify Supervisor or an employee user who works in bpm’online.
2.Set up his access rights.
3.Distribute licenses.
We recommend making sure that you specify the UserManagementSauName and UserManagementSauPassword parameters containing bpm’online user login and password in the Web.config file located in [Bpm'online root folder]\Terrasoft.WebApp\. A new portal user will receive the permissions of the user specified in the configuration file.
See also
•How to register a portal user
• How to manage self-service portal
•How to add a new user in bpm’online
Your personal cloud key and the URL to bpm'online cloud services are required to use data enrichment. Use the following system settings to specify these values:
•”Account enrichment service url”. By default, this setting is populated for all applications.
•“Bpmonline cloud services API key”. This setting is populated for cloud applications by default, but needs to be configured for on-site applications.
Request your personal key for your on-site application from the bpm'online support team at support@bpmonline.com. After receiving the key:
1.In the system designer, click the [System settings] link.
2.Go to the [Bpm’online cloud services] group, and select the [Bpmonline cloud services API key] system setting.
3.Specify the key in the [Default value] field and click [Save]
Data enrichment functions can now be used.
See also
