Comindware Knowledgebase

Configuring Integration Settings in Comindware Tracker

First, configure integration settings in Comindware Tracker.

To create a new integration with the Microsoft SharePoint Server in Comindware Tracker:

1. Log in to Comindware Tracker using Comindware administrator credentials, and go to Administration > Comindware Workflow For SharePoint.
2. Click New Integration.
3. Specify general settings for the page. In the left pane of the window that opens, select General > Integration Settings, and enter page details:

Value

Description

Name

Enter a custom name for the integration. Integration name is displayed only in Comindware Tracker.

Example: IT Help Desk Requests

Description

Provide a description of the SharePoint integration workspace just to remember what the integration does.

Example: Creation of Help Desk Tickets and requests in case of any hardware or software problems.

SharePoint URL

The URL to your Microsoft SharePoint site.

Example: http://yoursharepointsite.com:8081

Comindware Tracker URL

The URL to your Comindware Tracker installation.

Example: http://yourcomputer:8081, where 'yourcomputer' is a computer name or IP address, 8081 is a port number.

Authentication

Choose the authentication mode used by your SharePoint server.

Values: Basic, NTLM, Kerberos, LDAP.

Domain

Enter your corporate domain name.

LDAP membership provider name (if LDAP authentication is selected)

Enter the name of the membership provider. The membership provider must be correctly configured in the web.config file for the IIS Web site that hosts SharePoint content on each Web server. It must also be added to the web.config file for the IIS site that hosts SharePoint Central Administration.

Login name

Enter a user name for your domain user account.

Password

Enter a password for your domain user account.

Status

The status of your integration with the Microsoft SharePoint Server.

Values: Not Started, In Progress, Up-to-Date, Failed.

4. Add applications in which SharePoint users will create tasks or documents. In the left pane of the window go to General > Apps, and select applications. Use the Add and Add all buttons to add the selected apps, or Remove and Remove All buttons to remove the apps.
5. Specify visibility settings for each field. Go to Customize View, select an application, choose a field name and specify its settings:

Value

Description

Invisible

The field is not shown in SharePoint.

Read Only

SharePoint users cannot modify this field.

Editable

SharePoint users can change the value of the field.

6. Use the visibility settings to define how users can work with documents attached to tasks or items in the application. If you select Read Only, users can view and download attachments. If you select Editable, users can also add their own attachments. If you want to disable the attachment functionality, select Invisible.
7. Set up commenting in the same way. Select Read Only to allow users to read comments. Select Editable to allow users to write their own comments. Select Invisible to disable commenting.
8. Set the field order in the web form. To do that, select a field, click-and-hold the left mouse button, and drag the field upward or downward.
9. When finished, click Save or Save & Close.

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