SecurityToken of the user created on step 1 Specify if you are using the sandbox org. Please make sure the port is open to accept http messages requests. SalesForce Crawler will connect to this port to send your recognition settings to the backend component. Public port on the server where this backend component is installed. Public address of the server where this backend component is installed You can set this to ‘Warning’ if the load on the server is too high. Specifies the amount of messages that are logged in the logs. Note: you will not be able to move the files after the installationĤ. Download the backed package from WiseTREND (request from Export the archive content to a folder. Create a user in SalesForce with the rights to use API and access to attachmentsĢ. – Administrator rights to install service Installation instructions:ġ. If you are planning to use the backend component on your server: System Requirements: You can test the scheduler with ‘Mimic scheduler’ buttonġ8. Paste this user’s username, password and security token to appropriate fieldsġ7. Create a user with the rights to use API and the access to create/modify attachmentsġ6. If you are not using the backend component, then disable the checkmark ‘Backend Component Locally Hosted’ġ5. Copy the key, go to the ‘WiseTREND OCR Converter Settings’ page in SalesForce, press ‘Edit Credentials’ and paste generated key to ‘Subscription API Key’ fieldġ4. Enable the API service and generate an API key.ġ3. You will be given 50 free pages by default.ġ2. Proceed to the link and register on the WiseTREND Datacapture.cloud portal. If you select the tab WiseTREND Converter Jobs Log, you will be shown the ‘manage subscription’ linkġ1. You will have two tabs, one for checking the job status and controlling the scheduler actions and the other is the UI to control all the WiseTREND DataCapture.cloud Attachment OCR Converter settings in one place.ġ0. Select the WiseTREND DataCapture.cloud Attachment OCR Converter from the Salesforce apps menu.ĩ. Click ‘Edit Policies’ and set ‘IP Relaxation’ setting to ‘Relax IP restrictions’Ĩ. Once it is installed, go to Administer> Manage Apps > Connected Apps and click the ‘WiseTREND DataCapture.cloud Attachment OCR Converter’ħ. You will receive an email notification after the installation is done.Ħ.
0 Comments
Leave a Reply. |