Configuring Site Parameters

  1. Open the Site Parameters form.
  2. Specify this information:
    Site
    Specify the appropriate site. The site name and description are displayed. If you need to create a new site, open the Sites form.
    ERP Type
    Specify the appropriate ERP type.
    Default Menu Group
    Determines which menus the users must view by default.
  3. To generate form component views, click Generate Strings View, Generate Component View, Generate Menus View, and Generate Images View.
  4. On the M3 Communication tab, specify this information:
    Web Service URL
    Specify the secured M3 API Rest Service URL. This URL is located on the grid information page.
    Authentication Method
    Select this method that is used to authenticate with M3. User may select only one from the two methods available:
    • Client Certificate: If Client Certificate is selected, client certificate and certificate password must be provided.
    • OAuth1.0a: If OAuth1.0a is selected, consumer key and secret key need must be provided. These keys are configured within CloudSuite prior to provisioning.
    Client certificate is applicable to on premise installation of M3, and OAuth1.0a is applicable to M3 in cloud. The client certificate and OAuth1.0a identity must have a run-as-m3user role.
    Find Certificate
    Select this button and browse to the client certificate required for authentication with the M3 Web service.
    Certificate Loaded
    This check box is automatically selected when you select the client certificate.
    Certificate Password
    Specify the client certificate password.
    Consumer Key
    Specify the consumer key.
    Secret Key
    Specify the secret key.
    Seconds Before Timeout
    Specify the time in seconds which controls the HttpWebRequest timeout that is used when calling M3 APIs. Default value is 300 seconds (300 seconds = 5 minutes).
    Record Queries in Tran History
    Select this check box to record the query and update transactions. Clear the check box to record only the update transactions. This check box is not selected by default.
    Logging Duration (Hours)
    Specify in hours as to when the query API logging must be recorded. Accepted value is from 1 hour to 99 hours.
    Note: This field is displayed only when the Record Queries in Tran History check box is selected.
    Logging Expires
    Calculates the expiry date and time based on the entered logging duration. For example, Logging Duration (Hours) is 4 hours. Then, the Logging expires is current server date and time + 4 hours).
    Note: This field is displayed only when the Record Queries in Tran History check box is selected.
  5. Click Test Connection on the M3 Communication tab to verify the connection to the ERP server.
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