External environment

Owned by Jack Kuijper
Last updated: 21 Sept 2022
4 min read

When manually creating new users, 3 components are important:

  1. Personal data (link with Windows username / data for reuse in templates and text blocks of DocuBuilder / rights as administrator / template manager / etc. (see Personal dataarchived)

  2. Roles and rights (rights for using templates and text blocks) (see Roles and rightsarchived)

  3. External systems (integration to systems such as AFAS / Dynamics CRM 365 / Business Central / Salesforce / etc)

DocuBuilder can be started directly from external environments.
This automatically links DocuBuilder to the user name of the respective external environment.

For every integration, at least one username has to be provided so the integration can be established.

After DocuBuilder is started, additional data is retrieved from the corresponding integration.
With regards to rights, 2 types of users can be set here:

  1. via a service account, which is specified centrally

  2. via the users themselves, so that rights to them can be set individually

 

Description

 

Description

AFAS / AFAS Insite

 

Default environment: AFAS Environment
Use service account: Use service account to retrieve data
User name: AFAS username that will be linked to if you start from AFAS Insite

Additional data of the user, when for this user the service account is not used:
User token: AFAS user token
[Request token]: Retrieve AFAS User token, which is then sent to the user via email from AFAS. 1)
[Add token]: Manually add the AFAS user token:
- After the email has been received
- Or when the administrator has manually retrieved the token in the AFAS AppConnector.

Dynamics CRM 365 / Microsoft CRM

 

User name: Username Dynamics CRM 365 / Microsoft CRM which is linked when you start from Dynamics CRM 365
Use service account: Use service account to retrieve data

Additional data of the user, when for this user the service account is not used:
Password: Password user Dynamics CRM 365 / Microsoft CRM

SharePoint

 

User name: Username SharePoint which is linked when you start from Sharepoint
Password: Password user SharePoint

If no Password is specified, the SharePoint Service account is automatically used

Business Central

 

User name: Username Business Central which is linked when you start from Business Central
Use service account: Use service account to retrieve data

Additional data of the user, when for this user the service account is not used:
Web key: Web key of the Business Central user
For retrieving the Web key, see Ophalen Business Central Web Service Access Key (token) van het (service) account voor DocuBuilderarchived

Salesforce

 

User name: Username Salesforce which is linked when you open from Salesforce
Use service account: Use the service account to retrieve data

Additional data of the user, when for this user the service account is not used:
Password: Password of the Salesforce user
Security token: Security token of the Salesforce user
For retrieving the Security token, see: Get (or reset) security token in Salesforce (by end-user)

Aurea CRM

 

User name: Username Aurea CRM which is linked when you open from Aurea CRM
Use service account: User name service account to retrieve data

Additional data of the user, when for this user the service account is not used:
Password: Password of the Aurea CRM user

M-Files

 

User name: Username M-Files
Use service account: Username service account to retrieve data

Additional data of the user, when for this user the service account is not used:
Password: Password of the M-Files user

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