Configuring Contour Integration

Complete the following tasks to configure the Contour integration. Once configured, you can run the Geocode Addresses job to update contact, account, and user addresses with geocode information to be used by the configured geocode provider.

  1. Run the SLXConversionUtility.exe.
    This needs to be done only once to support all integrations.
  2. Configure Infor CRM SData synchronization
    This needs to be done only once to support all integrations.
  3. On the Integrations List view, select Contour.
  4. Select the Enabled check box.
  5. Click (Save).
  6. Select the Provider tab.
  7. On the Provider tab, select Enabled check box for the provider to be used.
    Note: Only one provider can be enabled at a time. You must first clear the Enabled option from the previous provider before you can enable another provider.
  8. If Bing is your provider:
    • Obtain the Bing Maps key
    • Click in the API Key column for the selected provider and type or paste the API Key obtained in the previous step.
  9. If Google is your provider, enabling the provider is all that is required. There is no need to add an API key.
  10. Click Save.
  11. Grant the appropriate access:
    1. To grant users access to all of the Contour features, assign users to the Contour role.
    2. To grant users access to specific features, assign the following secured actions to an existing role or create a new role:
      • Contour/Map/Menu - Controls access to the Tools menu, Contour Distance Search menu item.
      • Contour/Map/Account - Controls access to the Tools menu, Contour Distance Search, Accounts menu item.
      • Contour/Map/Contact - Controls access to the Tools menu, Contour Distance Search, Contacts menu item.
      • Contour/Map/Group - Controls access to the Show on Map common task found on the Contact and Account list and detail views.
      • Entities/Place/Add - Controls whether a user can add new unshared places.
      • Entities/Place/Edit - Controls whether a user can edit unshared places.
      • Entities/Place/Delete - Controls whether a user can delete unshared places.
      • Entities/Place/Share - Controls whether a user can share personal places.
      • Entities/Place/ShareEdit - Controls whether a user can edit a shared place.
      • Entities/Place/ShareDelete - Controls whether a user can delete a shared place.
      • Entities/Place/View - Controls whether a user has access to Place views.
  12. Navigate to the Job Manager and select Geocode Addresses Job on the Definitions tab.
  13. Click Create Schedule. The Run/Schedule Job dialog box is displayed.
  14. Do one of the following:
    • Select the Schedule to Run Now option to run the job immediately.

    • Select the Scheduled Execution option to schedule the job at a later date and time and complete the information to define the schedule.

      For more information, see Using the Run/Schedule Job Dialog Box