Connector side
Learn about the connector side configuration in this topic.
On the Configuration for CRM.connector universal screen, make the following entry:
Note: In the below settings, the configuration parameter value may differ as per your environment
/ setup.
Connection
| Fields | Value |
|---|---|
| Server type | Select Gmail. |
| Hosting Domain | Enter imap.gmail.com. |
| IMAP port, Encryption | Enter 993, SSL/TLS. |
| SMTP port, Encryption | Enter 25, STARTTLS. |
| Mail address spaces to be synchronized (e.g. company.com, company.internal, company.test) | Enter aureatest.com. |
| URL of CRM.interface | Enter
http://localhost/release-ent-mss-ISI-12.0.0.interface/xml. |
| Port | Enter 80. |
| Automatically update list of mailboxes to synchronize | Enable checkbox and set to 1, set time a day at
00:00. |
| Connection string | Enter server=IP-0A4266BA; Trusted_Connection=no;
database=UNIVERSAL_CONNECTOR;connection timeout=5 |
Click Manage Users. Here you can either manually add user or import users from a *.csv file.
Emails
| Fields | Value |
|---|---|
| Synchronize E-Mails every | Enable the checkbox and select 0 from minutes dropdown. |
| Name of the synchronization folder | /<inbox>/crm_support1 |
| Automatically create folder | Enable checkbox. |
| Do not synchronize attachments | Enable radio button. |
| Maximum content size | Select 0 characters. |
| Move successfully synchronized messages to 'sync_success' folder or its subfolders | Enable the checkbox. |
| Move unsuccessfully synchronized message to 'sync_failure' folder | Enable the checkbox. |
Appoint. (I)
| Fields | Value |
|---|---|
| Synchronize appointments every | Enable the checkbox and set 0 from dropdown. |
| Synchronize appointments up to | Set 6
days in the past and set 10
days in the future. |
| Appointment states to synchronize | Enable checkboxes Available and Not Available. |
| Synchronize appointments as | Select Visit (#1). |
Appoint. (Ia)
Disable both the checkboxes - Send error messages to the users by E-Mail and Appointment body was truncated.
Appoint. (II)
| Fields | Value |
|---|---|
| Appointment Types to Synchronize | Enable checkboxes Telephone (#0) and Visit (#1). |
| Enable deletion | Enable checkbox. |
| Default time frame | Enable radio button. |
Error Handling
| Field | Value |
|---|---|
| Connection Timeout Http: |
Set 60
seconds from dropdown. |
| CRM.interface errors Error codes |
Enter 511;. |
