Configuring Site Parameters

Open the Site Parameters form.

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.

To generate form component views, click Generate Strings View, Generate Component View, and Generate Menus View.

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.

Click Test Connection on the M3 Communication tab to verify the connection to the ERP server.