Admin App Guide

Overview

Ecrion Admin provides advanced configuration of every aspect in your environment.

This guide covers all the information you might need while using Admin. For a detailed understanding of the capabilities in the Admin App, skim over the functionalities detailed within this guide.

Getting Started

The Admin app allows you to configure access control for users or groups, integration with other external systems or handling organization settings. If you’re ready to take administrator experience to the next level, follow the instructions in this section to find out more.

Installing the App

Follow the steps below to learn how to install the app.

Follow the steps below to learn how to install the app.

• Start by accessing your Ecrion Account and go to the Benefits tab.
• Access your cloud organization.
• Click your account name in the top-right corner and select Explore Apps.
• Identify the Admin app in the Grid Apps Menu and click More > button.
• Select Get It Now >, then fill in the form fields as below:
  • Category: Choose the category where you want to include this App to;
  • Access Rights: Use the drop-down list to configure the App permissions for your existing users or groups.
• Once ready, select Install.

Requesting a Demo

Follow the steps below to learn how to request a demo of the app.

• Log in to your Ecrion Account.
• Access your cloud organization from the Benefits tab.
• Click your account name in the right-corner of the page and access Explore Apps from the sidebar menu.
• Identify the Admin app in the Grid Apps Menu and click More > button.
• Select the Request Demo button to send a request to the support team.
• You will be redirected to the Ecrion website, where you will be requested to complete a form with some required fields:
  • Provide your first name.
  • Provide your last name.
  • Provide your business email address.
  • Provide your company name.
  • Write some comments regarding the request you are about to send (e.g. reason, purpose).
• Once you're ready, select Request Demo.
• Verify your mail inbox where you will receive further notice regarding the request.

Admin Interface

This section provides a detailed tour of the most common components that add interactivity to the Admin Interface. Find below the touchpoints for the users as they navigate throughout the app and learn how to make full use of them.

(A) Navigation Bar - appears at the top of the app screen and it is split into 3 sections - left, center and right.

• In the left side, there is the Organization name, from where you can access the Cloud Organization welcome page and view the installed apps.
• In the center of the navigation bar, there is the Name of the app from where you can redirect to the Home view whatever page you are visiting at the moment.
• In the right side of the navigation bar, there is the Help Center that offers options for support, access to the Ecrion Documentation, user feedback, etc. Next to the Help Center, there is also the Account Name that enables a list of right sidebar options, such as organization, account, users' configurations or exploring the available apps.

(B) Toolbar - displays the main view of the application you are currently working with.

• Admin - a view with the general and advanced settings under the Home view.

(C) Sidebar - contains the views for displaying the administrator settings data; it has two states: Hidden or Locked, that can be set up by clicking on the Shrink ( ) or Expand ( ) buttons. It contains many views that are listed in the left sidebar for filtering the settings' areas in the page content:

• Home - displays the Home view of the app.
• Users - displays a view only with the users' settings.
• Groups - displays a view only with the groups' settings.
• People - displays a view with the people (accounts, contacts and leads) and their subscriptions only.
• Domains - displays a view only with the tracking domains.
• Integrations - displays a view only with the integration systems.

(D) Page Content - is the dedicated region that you will use to easily navigate through your admin settings and find the associated information, depending on the category of settings you are currently in (e.g. Groups).

Administrator Settings

Ecrion Admin offers a wide area of settings that can be configured by environmental administrators. This type of administrators has environment management rights.

The Admin app allows you to access the following sections:

Home	Users	Groups	People	Domains	Integrations

Home

Within Home menu, you can manage environment settings such as environment timezone, import, export or uncover internal configurations.

• To access the Home Settings Menu, use the Home tab from the sidebar.

Managing Time Zone

Follow the steps below to learn how to configure the time zone.

• Starting from the Home Settings Menu, click on the (UTC)Coordinated Universal Time link next to Timezone, under the General section.
• Set up the time zone for the current environment by selecting an option from the drop-down menu.
• Enable the Lock the time zone for all users option if you want to use the same time zone for all users so that individuals to not be able to modify the time zone for their accounts.
• Select OK to save the changes.

Importing Environments

Follow the steps below to learn how to import an environment.

• Starting from the Home Settings Menu, select Import from the right corner of the page.
• Select the Choose File button from the Import Zip dialog to navigate to the file system.
• Optionally, add comments about the content that you intend to upload.
• Enable the Reset option in case you want all the files from the current environment to be deleted.
• Once ready, select Import.

Exporting Environments

Follow the steps below to learn how to export an environment.

• Starting from the Home Settings Menu, select Export from the right corner of the page.
• In the Export Environment dialog, you can picture how many assets will be included in the archive. Once you agree with the content, select Export.

Resetting Environments

Follow the steps below to learn how to reset the environment.

• Starting from the Home Settings Menu, click on the More Actions ( ) button on the right corner of the page.
• Select Reset Environment from the contextual menu.
• Choose the files from the current environment that you intend to delete.
• Once ready, select Reset.

Enabling System Internals

Follow the steps below to learn how to enable the system internal settings.

• Starting from the Home Settings Menu, enable the Show Internals option under the Advanced section.
• Select the Sysinternals tab for further system configuration at the bottom of the sidebar.

Editing Account

Follow the steps below to learn how to edit your account (e.g. system administrator of your organization that has access to Administrator Settings) with which you are logged in the current organization.

• Starting from the Home Settings Menu, select Edit Account.
• In the Edit Account dialog, modify your personal information on the ACCOUNT tab or manage system features on the PREFERENCES tab, as needed.
• When edit, note that:
  • Your account time zone serves as the default time zone for all the documents and automatic processes enhanced in your environment.
  • By default, all the hidden folders are concealed in your environment, but you can opt to show them whenever you need.
  • Alerts allow you to stay updated with all the changes encountered in your environment. You can opt to turn on or off alerts for emails, job triggers or print processes. To receive alert mails, a functional email connection is required.
  • Reset: You have the option to reset all the warnings and walkthroughs from your environment.

Users

In Admin, you can control who has access to what features, functionalities and assets.

The Users page allows you to create and maintain all the users within organization, and also here you can assign them permissions that determine user's access to projects data and other administrative functions.

• To access the User Settings, use the Users tab from the sidebar.

Creating New Users

Follow the steps below to learn how to add a new user.

• Starting from the Users Settings Menu, select the +New User button from the right-corner of the page.
• Provide a valid Email address for the user, then click Next. This email address will be used for system notifications and password resets.
• Fill in the form with the required fields:
  • Username\Password: enter a username, then choose a password for your user or check the Generate password automatically, in which case Ecrion Admin will send a password through email to the user you want to create.
  • First Name\LastName\JobTitle: optionally, you can enter some essential information for your user and make use of the Ecrion Apps' features, depending on their rights.
  • Groups: assign the user to a group. Please visit the Include User to a Group section for more details.
  • Permissions: set up the user's permissions. Please visit the User Permissions section for more details.
  • Manage Portal: when enabled, the user will be authorized to access the Customer Portal page and manage customer portal users.
• Once you're ready, select OK to save the changes.

Including User to Groups

When a user is added to a group, it will inherit all the group's permissions. Follow the steps below to learn how to include a user to a group.

• Starting from the Users Settings Menu, select a user for which you intend to assign a group.
• In the User dialog, scroll down to the Groups section.
• Select +Add Group to check the group(s) in which you want to add the user.
• Once you're ready, click Ok.

Managing Workspace Permissions

Follow the steps below to learn how to grant or deny different workspace permissions on users.

• Starting from the Users Settings Menu, select a user for which you intend to set up permissions.
• In the User dialog, scroll down to the Permissions section and enable from the following options:
  • Manage Portal: when enabled, the user will be authorized to access the Customer Portal page and manage customer portal users.
  • Explicit Rights: here you can select Access or Manage for the individual workspace(s) this user has access to.
    • If you give a user Access rights to a workspace, then that user will be allowed to see all folders in the workspace except the ones which have been explicitly denied.
    • If you give a user Manage rights to a workspace, then that user will be given full permissions to that workspace and all the folders, files and other assets contained in it, and will ignore any explicitly denied paths.
  • Effective Rights: here you can see all the rights of the selected user. Note that for users, explicit rights will be combined with the rights of the group(s) they are in if any.
  • Click +Add workspace to give access to another workspace for the current user. Then, set up the corresponding permissions for the newly added workspace.
• Once you're ready, click Ok to save the updates.

Searching Users

Follow the steps below to learn how to search through existing users within your organization.

• Access the Users tab from the sidebar.
• A list with the existing users will be displayed. If you want to search for a specific user in the list, you can use the Search feature ( ).
• Type in the Search box the full or just a part of the name of the needed user and hit ENTER.

Contextual Users Options

Follow the steps below to explore the options from the contextual menu of a user.

• Starting from the Users Settings Menu, select the More Actions ( ) button of a user.
• From the contextual menu displayed, you can select the following options, according to your needs:
  • Edit: Use the Edit button to edit the configurations of the user.
  • Delete: Use the Delete button to remove the user from the list.

Groups

Admin gives you the ability to make your resources or Ecrion app features accessible or limited to groups, as needed.

By accessing the Groups page, you can control the access rights for multiple users in one location and easily assign a user to these groups. This allows you to easily re-configure users' rights if their responsibilities change, create consistency for levels of users, and enhance security across your team to ensure you know which users have access to which rights.

• To access the Group Settings, use the Groups tab from the sidebar.

Creating New Groups

Follow the steps below to learn how to add a new group.

• Starting from the Groups Settings Menu, select the +New Group button from the right-corner of the page.
• Fill in the form with the required fields:
  • Group Name: provide a unique name for your group.
  • Select the +Add User button to choose the user(s) you want to make member(s) of this group.
  • Environment Permissions: enable the permissions granted to your group by selecting from the available options:
    • Manage Environment: see the Environment Group Permissions section for more details.
    • Manage Portal: check this option to grant rights to all the users in the group to be able to view the Customer Portal and authorize the users to add, edit and remove customer portal contacts.
  • Workspace Permissions: set up the group workspace permissions or see the Workspace Group Permissions section for more details.
  • User Interface Profile: assign a profile for every user within the group. For more details, access the User Profiles section.
• Once you're ready, select Save to update the changes.

Setting Up Environment Permissions

Follow the steps below to learn how to grant or deny different environment permissions on groups.

• Starting from the Groups Settings Menu, select a group for which you intend to set up permissions.
• In the Group dialog, scroll down to the Environment Permissions section that allows you to:
  • Manage Environment: check this option to grant rights to all the users in the group to be able to make modifications to the environment (organization) itself and give them access to all workspaces, folders, files and other assets in that environment. This option is typically saved for the Administrators group, as it will also allow users to add, edit and remove users, groups, views, task types, and account types. Environmental Administrators can also create, edit and delete workspaces.
  • Manage Portal: check this option to grant rights to all the users in the group to be able to view the Customer Portal module and authorize the users to add, edit and remove customer portal contacts.
• Once ready, select Save to update the changes.

Setting Up Workspace Permissions

Follow the steps below to learn how to grant or deny different workspace permissions on groups.

• Starting from the Groups Settings Menu, select a group for which you intend to set up permissions.
• In the Group dialog, scroll down to the Workspace Permissions section that allows you to configure workspace access by the following rights:
  • Access: the users included in the group will be allowed to see all folders in the workspace except the ones which have been explicitly denied.
  • Manage: the users included in the group will be given full permissions to that workspace and all the folders, files and other assets contained in it, and will ignore any explicitly denied paths.
• Once ready, select Save to update the changes.

Configuring User Interface Profiles

Follow the steps below to learn how to configure user profiles for a group.

• Starting from the Groups Settings Menu, select a group for which you intend to set up user profiles.
• In the Group dialog, scroll down to the User Interface Profile section.
• Select the profile from the drop-down list for all the users in this group (e.g. Operations Manager).
• Optionally, click Edit Profiles to update the selected profile.
  • In the Manage Profiles dialog, click on the profile you want to edit or create a custom profile by selecting + Add User Profile. Notice that a profile needs to be set as default, to see the changes.
  • Set up different permissions for the selected profile, then click Save.
• Once you're ready, click Save.

Searching Groups

Follow the steps below to learn how to search through existing groups within your organization.

• Access the Groups tab from the sidebar.
• A list with the existing groups will be displayed. If you want to search for a specific group in the list, you can use the Search feature ( ).
• Type in the Search box the full or just a part of the name of the needed group and hit ENTER.

Contextual Groups Options

Follow the steps below to explore the options from the contextual menu of a group.

• Starting from the Groups Settings Menu, select the More Actions ( ) button of a group.
• From the contextual menu displayed, you can select the following options, according to your needs:
  • Edit: Use the Edit button to edit the configurations of the group.
  • Delete: Use the Delete button to remove the group from the list.

People

The Communications App Guide allows users to engage in various subscription lists, sent by your organization, from the User Preference Center form. Subscriptions must be added onto the Subscriptions page, in order to be available in the form. When subscriptions are enabled, emails sent to customers will contain a footer containing a link to unsubscribe from the list, like this: This email was sent to customer@email.com. If you no longer wish to receive these emails, please unsubscribe here.

Selecting the unsubscribed link will open the User Preference Center form. It will contain additional public lists which your customers can select to subscribe. The User Preference Center is stored in Ecrion projects.

• To access the People Settings, use the People tab from the sidebar.

Fields Customization

From the People page, you have some customization links, that redirects you towards the customization of each one of the forms corresponding with Account, Contact or Lead .efd files in the Form Editor.

Follow the steps below to learn how to edit the fields from People forms.

• Starting from the People Settings Menu, select the Edit Fields button corresponding to the People form you intend to customize (e.g. Lead).
• Customize the form fields according to your needs. For more details, please visit the Form Editor guide.
• Once you're ready, do not forget to select the Save ( ) button to persist the changes into further utilization of the current form.

Creating Subscriptions

Follow the steps below to learn how to add a new subscription.

• Starting from the People Settings Menu, select the +New Subscription button from the right-corner of the page.
• Fill in the form with the required fields:
  • Name: provide a name for your subscription that will be visible in the User Preference Center.
  • Description: optionally, add a description where to highlight the purpose of the subscription.
• Once you're ready, click Save to update the changes.

Contextual Subscriptions Options

Follow the steps below to explore the options from the contextual menu of a subscription.

• Starting from the People Settings Menu, select the More Actions ( ) button of a subscription.
• From the contextual menu displayed, you can select the following options, according to your needs:
  • Edit: Use the Edit button to edit the configurations of the subscription.
  • Delete: Use the Delete button to remove the subscription from the User Preference Center form.

Domains

With domains, you can enable an analytic tracking system that will help you monitor who is visiting your website and create a portrait view of your website audience. Using a tracking system allows you to find out information such as how many users interact with your website, how engaged they are, the location of your users or what device do they used to visit your website.

• To access the Domain Settings, use the Domains tab from the sidebar.

Creating New Trackers

Follow the steps below to learn how to add a new domain tracker.

• Starting from the Domains Settings Menu, select the +New Tracker button from the right-corner of the page.
• Fill in the form with the required fields:
  • Name: Enter a unique and relevant name for the tracker.
  • Domains: Include the domain(s) according to your needs. Note that at least one domain is required. Only traffic that originates from these domains (including all subdomains) are allowed.
  • Select which tracking data you want to store:
    • Auto Detect Geographical Data - extracts data automatically from IP Address.
    • Auto Detect Device - extracts data automatically from the User Agent parameter.
    • Auto Detect Web Campaigns - extracts web campaign's parameters from data location.
    • Track First Web Visit - extracts the timestamp and the address of the first visited web page.
  • You can create a mapping between Ecrion and Track Fields. Select the Lead Fields tab menu for configuring this option. For more details, please visit the Mapping Fields section of this guide.
  • Access the Advanced tab to set the utm_* flags as Blacklist URLs. These parameters are used to exclude from the accessed URLs that are being tracked within the domain. The data extracted from the accessed links will be found in the Customer Activity.
• Once you're ready, select Create.

Mapping Lead Custom Fields to Ecrion Track Fields

Ecrion Admin provides a way to convert a qualified lead based on information extracted from the track fields.

• Starting from the Domains Settings Menu, click on a tracking domain from the list (e.g. leads3.stg.ecrion.com).
• In the Edit Tracker dialog, access the Lead Fields tab menu.
• Click Add to configure a mapping. Before you begin, make sure you have the corresponding custom fields added under Track fields.
• Select the corresponding Edit ( ) button to configure a mapping and select which Ecrion field you want to map to which Track field from the drop-down menus.
• Once you're ready, select Save and then click Update.

Adding Tracker Code to Websites

For each domain added, Ecrion Admin will generate a Tracker Code, whereon you will have to add to your website. The steps below provide information on how to add the code to your website.

• Starting from the Domains Settings Menu, click on the Get Tracker Code link next to the domain tracker you intend to integrate to your website.
• Select Copy To Clipboard. Note that every time you create a new tracker, you have to do this copy-paste operation in the pages on which you are interested to monitor users because the code generates a unique id, which you have to specify in the < > HTML tag.
• Access the code of your site's templates that you want to start the tracking and paste the script code as the first item into each page that you want to track.

Contextual Trackers Options

Follow the steps below to explore the options from the contextual menu of a tracker domain.

• Starting from the Domains Settings Menu, select the More Actions ( ) button of a tracker.
• From the contextual menu displayed, you can select the following options, according to your needs:
  • Edit: Use the Edit button to modify the tracker's configurations that are needed and select Update to save the changes.
  • Delete: Use the Delete button to remove the tracker, then confirm the deletion of the tracker by selecting once again Delete.

Integrations

Integrations view allows you to manage the integration of Ecrion accounts and contracts with other external systems, such as Customer Relationship Management (CRM) systems.

• To access the Integration Settings, use the Integrations tab from the sidebar.

CRM Synchronization

Having all customer data synchronized into a single view will enhance the business productivity of your organization.

Creating CRM Synchronization

Follow the steps below to learn how to configure a CRM synchronization.

• Starting from the Integrations page, select +New Integration from the right corner of the page.
• Choose the CRM Synchronization option from the contextual menu.
• Select a CRM connection from the drop-down list under the Manage People Integration dialog. If there are not any connections, you have to configure an external system integration from Connections settings.
• Check the Enable synchronization option, such that Ecrion Admin will be able to synchronize CRM entities, such as Accounts, Contacts and Leads, according to some rules.
• Switch between tabs to configure the mapping between Ecrion custom fields and CRM fields, as follows:
  • CRM Accounts mapped with Ecrion Accounts, under Account Fields tab.
  • CRM Contacts mapped with Ecrion Contacts, under Contact Fields tab.
  • CRM Leads mapped with Ecrion Leads, under Lead fields tab.
• You have the possibility to erase a mapping from any lists of fields, by clicking on the Delete ( ) button.
• The created mapping can also be edited, by clicking on Edit ( ) button, specifying the mapping property in custom or/and the CRM field for the Ecrion field to be mapped to. The entities deleted in CRM, are also deleted in Ecrion app and vice versa. If any conflict occurs, while updating mapping properties, the CRM value is kept.
• Select Add to create a new Ecrion - CRM field mapping, if needed. The newly created entities in Admin, are created also in CRM and vice versa. For example, if you map a 'Last_Name' field from CRM with 'Name' field in Ecrion Admin, any change in CRM at the level of 'Last_Name' will be applied also in field 'Name'.
• Click on Save button, to successfully apply all changes to your mapping.
• Select the Enable & Sync Now button to start the synchronization process.

You can click on the previously configured integration from the Integrations page and see the progress of the synchronization process in the Synchronization Log view at the bottom of the page.

Contextual Integrations Options

Follow the steps below to explore the options from the contextual menu of an integration.

• Starting from the Integrations page, select the More Actions ( ) button of a CRM integration from the Page Content.
• From the contextual menu displayed, you can select the following options, according to your needs:
  • Edit: Use the Edit button to be redirected to a page where you can edit mappings or re-start the synchronization process.
  • Delete: Use the Delete button to permanently remove the configured integration from the list.

System Internals Settings

The Sysinternals page is about useful system utilities available for your organization. These tools are divided into four categories: Configuration, Connections, Workspaces, and Domains. To be able to view this page, you must have the Sysinternals enabled .

To get a complete overview of all the tools, select a category from the table below:

Configuration	Connections	Workspaces	Domains

Configuration

From Configuration, administrators can access and set up from a variety of different modules. Select the feature you want to explore from the table below.

Audit	Custom Paths	Emails Bounces List	Environment Variables	Forms	OAuth2
Portal	SSO	Tags	Tasks	Views

Audit

Audit logs allow administrators to look back at changes that have been made in Admin. This is useful when you need to keep a record of events such as user logins, files administration or system clean-ups.

• To access the Audit Settings, use Audit from the Configuration section.

Configuring Audit Options

This feature is used to configure what information to appear in the Audit logs.

• Starting from the Sysinternals Settings Menu, select Audit from the Configuration section.
• Select the More Actions ( ) button in the right-corner of the page.
• Choose the Configure Audit Options option from the contextual menu.
• Check the operations you want to be stored in the log file, regarding Files, Users and System.
• Once ready, select Save to update the changes.

Cleaning Up Audit Logs

Follow the steps below to learn how to clean up the audit logs (Files and/or Users).

• Starting from the Sysinternals Settings Menu, select Audit from the Configuration section.
• Select the More Actions ( ) button in the right-corner of the page.
• Choose the Clean up option from the contextual menu.
• Check what assets you want to remove (Files and/or Users), then select the Clean Up button.
• Confirm the deletion and select OK.

Custom Paths

Within Ecrion Admin, you can add your custom code using the Custom step in a workflow. To use an executable file within a Custom step, you have to define first the windows full path, \.exe, that will be used in Command Line box in the Workflow Editor. This parameter can be considered as a whitelist for .exe files, being developed to prevent any malicious behavior.

• To access the Custom Paths Settings, use Custom Paths from the Configuration section.

Configuring EDS Paths

Follow the steps below to learn how to edit an EDS download path. The link will be used to download Studio apps.

• Starting from the Sysinternals Settings Menu, select Custom Paths from the Configuration section.
• Select the EDS download path tab.
• Click the Edit ( ) button to enter the full path of the executable you want to use within Admin.
• Once ready, click Save to update the changes.

Emails Bounces List

A hard bounce is an email that cannot be delivered for some reasons such as email recipient's server does not accept emails, the email's address or the email's domain is not a real one. These reasons generate a permanent failure, until all of them are being removed from the list.

• To access the Email Bounces Settings, use Emails Bounces List from the Configuration section.

Removing Bounce Emails

Follow the steps below to learn how to delete bounce emails in the list.

• Starting from the Sysinternals Settings Menu, select Emails Bounces List from the Configuration section.
• Select the Remove All button in the right-corner of the page.
• The page will display an empty list in which all the email addresses that were named by Amazon SES as hard bounce were deleted.

Environment Variables

Environment Variables are key-value pair parameters which are used in a communication workflow, that can be set up only by administrator users only. These define static values for some parameters across the whole environment, for example, Printer Name.

• To access the Environment Variable Settings, use Environment Variables from the Configuration section.

Adding New Environment Variables

Follow the steps below to learn how to add a new environment variable.

• Starting from the Sysinternals Settings Menu, select Environment Variables from the Configuration section.
• Select the +Add Variable button from the bottom of the dialog.
• Fill in the form with the required fields:
  • Name: Provide a unique name for your variable.
  • Value: Provide a value for the variable.
• Once ready, click Save to update the changes.

Contextual Environment Variables Options

Follow the steps below to explore the options from the contextual menu of an environment variable.

• Starting from the Sysinternals Settings Menu, select Environment Variables from the Configuration section.
• Select the More Actions ( ) button of a variable displayed in the list.
• From the contextual menu displayed, you can select the following options, according to your needs:
  • Edit: Use the Edit button to edit the value of the environment variable.
  • Delete: Use the Delete button to remove the variable from the list.

Forms

Here you can access and manage settings that apply to all the forms in your environment. Once ready with all configurations, you have to select the Update Settings button to save the changes.

• To access the Forms Settings, use Forms from the Configuration section.

Google API Key

When working with either the Google Address or Google Map widget you will need to make sure to add a Google Api Key in order for them to function properly.

Email Blacklist

Under this section, you have the possibility to impact deliverability for your emails. This option allows you to provide your selected domains against sending, meaning some emails you send may not be delivered, being blacklisted. Ecrion users can take advantage of this feature by restricting some domains (ex. yahoo.com, gmail.com, etc.) for sending emails, in order to allow communication only to a selected target of users (ex. corporate clients).

Configuring Contact Merge Rules

Ecrion Admin will check the email address entered into a form. If this is the same as what is on an existing contact, the app will update the contact record with any new information that was entered in the form.

This setting can be enabled for existing forms.

Follow the step below to learn how to merge contacts created by submitting forms.

• Starting from the Sysinternals Settings Menu, select Forms from the Configuration section.
• Select Configure Contact Merge Rules.
• Fill in the form with the required field:
  • Enable the Merge contacts created by forms option.
  • Deduplicate using: Select the Contact field from the drop-down list (only Email available). based on which the application will automatically merge once the contacts have been identified.
  • Default field rule: Select the merging field rule (e.g. Always Overwrite).
  • Configure the rule(s) by selecting the Contact field - the operator and the operand for the merge process.
• Once you're ready, select Save to update the changes.

OAuth2

OAuth is a login procedure through which Ecrion Admin allows users to configure another identity provider for taking advantage of the Ecrion features. OAuth2 enables application to obtain limited access to user accounts on an HTTP service. It works by delegating user authentication to the service that hosts the user account and authorizing application to access the user account.

• To access the OAuth Settings, use OAuth2 from the Configuration section.

Configuring OAuth

Follow the steps below to learn how to configure an open authentication.

• Starting from the OAuth Settings Menu, select the Configure button from the right-corner of the page.
• To establish an OAuth2 connection, you must specify some information that you can get from the Authorization and Resource Server. Before configuring the third party application, you must have the same user account configured in Ecrion Admin as well.
• Next, log in to the third party application. Access an existing application or create a new one for your organization. Then navigate to the Sandbox Account section and there you will find all the required parameters that you have to provide within the OAuth setup page from the Admin.
• Provide the required parameters in the Setup OAuth2 dialog:
  • Client Id - Client Id provided from the Authorization Server.
  • Client Secret - Client Secret provided from the Authorization Server.
  • Log-in page - Authorization Server OAuth log-in page.
  • Scope - One or more scope values indicating which parts of the user\s account you wish to access.
  • State - A random string generated by the Ecrion Platform, which will be verified later.
  • Get access token URL - Endpoint from the Resource Server, where the Authorization Code is exchanged for an Access Token.
  • Get user info URL - Endpoint from the Resource Server, where user information is gathered.
  • Authorization Type - The token sent using the authorization type.
  • Create users if not exist - Enable this option to allow the Ecrion Platform to automatically create the user if it does not exist. Otherwise, the user mappings will be updated.
  • Revoke access token URL - The token sent when the authentication request is revoked.
  • Enabled - Check this option to enable the OAuth as a new identity provider.
• Once you're ready, click Save.

Logging In using OAuth

• If everything works as expected, you will be provided with all the OAuth configurations page. For testing, you should select Log-In Now Using OAuth.
• The log-in URL should look like below: http(s)://{Hostname|IPAddress:PortNumber}/security/oauth2/login?environment={EnvironmentName}&relayState={returnEOSURLEncoded}

where:

• Hostname|IPAddress - is the Ecrion Server. (e.g. companyABC.ecrion.com)
• EnvironmentName - is the Environment name where the OAuth was configured. (e.g. Development).
• RelayState - is the return URL after the OAuth2 authentication is finished successfully. (e.g. https://companyABC.ecrion.com/EOS/EprEditor?embed=true&path=#workspace/Default/Retail/Invoice.epr)

Example: Below is an example of the OAuth Login page with Return URL to Online Editor embedded:

https://companyABC.ecrion.com/security/oauth2/login?environment=Development&relayState=https%3A%2F%2FcompanyABC.ecrion.com%2FEOS%2FEprEditor%3Fembed%3Dtrue%23workspace%2FDefault%2FRetail%2FInvoice.epr

• Next, you will be redirected to the third party login page, where you have to provide the corresponding user credentials and click Log In.

• Then you will be redirected again to the Ecrion Admin, where you can use any of the feature provided by the app.

Portal

This section allows you to configure dynamic fields for the Portal Users. Portal Settings allows you to manage Customer Portal configurations.

• To access the Customer Portal Settings, use Portal from the Configuration section.

Configuring Portal Settings

Follow the steps below to learn how to configure customer portal settings.

• Starting from the Portal Settings dialog, select from the drop-down list the Contact field for Email.
• Select from the drop-down list the Contact field(s) for DisplayName parameter.
• Select Empty Style if you want to customize your own components (navbar, environment, user, side panel, etc.) from the Customer Portal. A css file will be downloaded and you can apply a custom styling for every element displayed in the portal. Otherwise, you can select Browse and upload an existing css file from your organization.
• Once ready, select Save to update the changes.

SSO

Single Sign-On (SSO) is an authentication process that allows users to enter one set of credentials and access multiple applications. The process authenticates the user for all the applications they have been given rights to and eliminates further prompts when they switch applications during a session

Setting up the Single Sign-On(SSO) solution in Ecrion Admin provides authorized access to users through a simple and easy process, using only one set of credentials.

When comes of configuring SSO with SAML or WS-Fed protocols, Admin comes with a friendly setup assistant and a series of well-defined steps for SSO configurations. The Single Sign-On process can be enabled on the Admin or Customer Portal websites.

In this section, you can find step-by-step instructions on how to configure and use Single Sign-On within Ecrion Admin.

• To access the SSO Settings, use SSO from the Configuration section.

Configuring Single Sign-on

The Single Sign-On process consists of creating a trusted relationship between the Identity Provider and the Ecrion Admin. Once the relationship is available, the user(s) can easily authenticate to the Identity Provider website and access the Service Provider application in a secure way.

Ecrion Admin offers two ways to use SSO:

• SSO with Security Assertion Markup language (SAML 2.0).
• SSO with Web Services Federation (WS-Federation)

Step 1: Provide Information to your Identity Provider

Start by configuring the Application or the Party Trust on the Identity Provider side. While setting up SSO on the IdP side, you will need to provide the Ecrion ACS URL to your IdP. This provides the location to which the SSO Token will be sent, and it can be copied from the first step of the Ecrion SSO Wizard.

For more information, please refer to the Identity Provider documentation for the correct syntax or contact your Ecrion Implementation Manager for assistance.

Step 2: Set up Single Sign-on

Once the Identity Provider has finished configuration of the Single Sign-On process, to create the setup within Ecrion Admin, you will need to follow the SSO wizard provided by the app. Below you can see a reference on how to fill out the SSO form wizard.

1. Start by accessing the Single Sign-On page and selecting the Ecrion Admin URL endpoint on which you want to enable SSO:
   • Setup Enterprise SSO: to configure SSO on the Admin app.
   • Setup Portal SSO: to configure SSO on the Customer Portal Website.
2. The first step in the dialog wizard asks you to select the Identity Provider you may want to use for the connection. You can choose between:
   • Security Assertion Markup Language (SAML 2.0).
   • Web Services Federation Language (WS-Federation).
3. Next, to establish a single sign-on connection through the protocol chosen before, fill out the form with the mandatory information received from your Identity Provider.
   • ACS URL: This provides the location to which the SSO tokens will be sent. In our case, is the location to the Ecrion Admin. Select Copy to Clipboard from the right side and paste the URL link to the required Identity Provider configuration box.
   • IdP Login URL: Enter the URL associated with logging in to the Identity Provider address. Login URL is used when a user attempts to log in with SSO. Ecrion triggers a redirect to the URL and expects a POST request. In response, the Ecrion Platform produces an Ecrion access token for the assertion subject and redirects the now authenticated user to the Admin Homepage.
     The URL needs to be provided by your Identity Provider. Please note that each IdP setup is unique and it is important to add the correct URL generated by the IdP application, to ensure availability and integrity of your configuration.
   • IdP Logout URL: Optionally, you can provide a logout URL from your Identity Provider. This will validate the request to the IdP.
     Please make sure the URL entered is the correct link generated by the application set up for Ecrion Admin.
   • Signing Certificate: this field is available only for the SAML 2.0 protocol.
     Select Choose File to navigate the file system and upload the Signing Certificate issued by your identity provider. This will establish a trusted relationship between the Service Provider and the Identity Provider.
     If your Identity Provider has generated multiple certificates, you will need to use the same certificate as the one used when configuring the IdP application. Otherwise, you will be prompted with an invalid SAML error.
     

Once ready, select Next to go to the Mapping step.

Step 3: Create Mapping Rules

The next step allows you to set up mappings connections that allows you to synchronize the Ecrion Admin with the Identity Provider. Note that the mappings need to be done on both, Ecrion Admin and IdP application/relying trust.

To map fields within Ecrion SSO Wizard, use the following steps: * Select the +Add new mapping link. * Select the available user profile fields from the drop down list, then enter in the related empty field, the correspondent Identity Provider attribute issued for mapping. * For Admin, by default, the user will not have any rights. To provide any rights for the users, you need to include them in Groups. To do this, map the correspondent group field from the IdP to the Groups field. By default, the application provides two groups for which you can create synchronization: Administrators and Everyone.

Once ready, select Save and continue.

Step 4: Verify the Single Sign-on configuration

In the end, if the setup was correct, you will be able to view a notification such as:

Enterprise SSO has been successfully configured with {IdP Name}

To ensure that the Single Sign-On is set correctly, select the Login now using SSO. You will be redirected to the Identity Provider Sign In page. Log in to the IdP website.

• If the configuration was set up properly, you will be logged in to the Ecrion Admin/Customer Portal website.
• If the configuration failed, review the setup steps and use the link displayed in the How to use box to authenticate. It should look like below:

http://{hostname|IPAddress|:{Port Number}/Security/Login?environment={EnvironmentName}&RelayState={returnEOSURLEncoded}

where:

• Environment : is the environment name on which you want to login with SSO. (Required)
• RelayState : is the return URL after the SSO authentication is successfully. (Optional)

Sorting Identity Providers

Starting from the SSO Configuration page, you can sort the entities listed within by using the only available column-header: Provider.

• To sort the identity providers information displayed, select the column-header (e.g. Provider) and the list will sort the results in ascending ( ) or descending ( ) order.

Contextual Identity Providers Options

Follow the steps below to explore the options from the identity provider.

• Starting from the Sysinternals Settings Menu, select SSO from the Configuration section.
• Select the More Actions ( ) button of an identity provider displayed in the list.
• From the contextual menu displayed, you can select the following options, according to your needs:
  • Edit: Use the Edit button to edit the SSO configurations of the identity provider.
  • Delete: Use the Delete button to remove the identity provider from the list.

Tags

From Tags, you can manage and add custom paths that you can use further with the Tag step within a workflow.

• To access the Tags Settings, use Tags from the Configuration section.

Adding New Tags

Follow the steps below to learn how to add a new tag.

• Starting from the Sysinternals Settings Menu, select Tags from the Configuration section.
• Select the +Add Tag button from the bottom of the dialog.
• Fill in the form with the required fields:
  • Name: Provide a unique name for your tag.
  • Default Value: Provide a default value for the tag. When the Default Value is specified, it will be used in the workflow; however, you can choose to edit it later. It can take static values or workflow placeholders such as XPaths, Dates or GUID. For example, you can add a tag having the Name - CorrelationId, and the Default Value - {GUID} placeholder.
• Once ready, click Save to update the changes.

Contextual Tags Options

Follow the steps below to explore the options from the contextual menu of a tag.

• Starting from the Sysinternals Settings Menu, select Tags from the Configuration section.
• Select the More Actions ( ) button of a tag displayed in the list.
• From the contextual menu displayed, you can select the following options, according to your needs:
  • Edit: Use the Edit button to edit the value of the tag.
  • Delete: Use the Delete button to remove the tag from the list.

Tasks

From Task page, you can manage the different type of tasks that can be accomplished by users. By default, Admin comes with some pre-defined types of tasks: Issue, Review Document, Review Journey, Task, etc. In this section, you can view how to create new task types for your users. To learn how to create new tasks and assign them to users.

• To access the Tasks Types, use Tasks from the Configuration section.

Creating Task Types

Follow the steps below to learn how to set up a new task type.

• Starting from the Sysinternals Settings Menu, select Tasks from the Configuration section.
• Select the +New Task Type button from the right-corner of the page.
• Fill in the form with the required field:
  • Name: provide a unique and relevant name for your task.
  • Description: optionally, add some description about the new task type.
• For each new task you create, you need to set up States and Transitions. Task states define how your task progresses upon its creation to closure. To add a new State, you have to select + Add State and fill in the New State form with the appropriate values:
  • Name: provide an appropriate name for the state of your task.
  • Requires work item of type: select the types of assets this state will apply to: Documents, Snapshots, Journeys or None.
  • Is starting state: optionally, enable this option if the state will be a starting state.
  • Remind Frequency: set up a reminder for this state (in hours).
• Once ready, select OK to save the changes. You can repeat the previous step as many times as you need to create multiple states.
• If multiple states were added, you will have to define rules that tells how a task passes from one state to another, a process known as transitioning the task. To add a task transition you have to select the Add ( ) button next to the state name and fill in the New Transition form with the appropriate values:
  • Name: provide a name for the task transition you want to create.
  • Transition to state: select the state to go, from the drop down list.
  • Notifications Disabled: optionally, you can enable/disable email notifications option.
  • Request User Input: optionally, you can enable/disable this option to create a form for collecting information from the user.
• Once ready, click Save to update the changes.

Recreating Standard Task Types

This procedure will restore the default task types to their initial configurations.

• Starting from the Task Types page, select the More Actions ( ) button in the right-corner of the page.
• Choose the Recreate standard task types option from the contextual menu.
• Confirm the reset task configuration by selecting Reset.
• All the default task type data (Review Document, Review Snapshot, Review Journey, Issue and Task) will be overridden and the customizations done to these task types will be lost.

Importing Task Types

Follow the steps below to learn how to import task types.

• Starting from the Task Types page, select the More Actions ( ) button in the right-corner of the page.
• Choose the Import task types option from the contextual menu.
• Select Choose File to upload a ZIP archive that contains an .xml file with task types data (the file must be similar to the file exported).
• Once you're ready, select Import.

Sorting Task Types

Starting from the Task Types page, you can sort the entities listed within by using the only available column-header: Name.

• To sort the task types information displayed, select the column-header (e.g. Name) and the list will sort the results in ascending ( ) or descending ( ) order.

Contextual Task Types Options

Follow the steps below to explore the options from the contextual menu of a task type.

• Starting from the Sysinternals Settings Menu, select Tasks from the Configuration section.
• Select the More Actions ( ) button of a task type displayed in the list.
• From the contextual menu displayed, you can select the following options, according to your needs:
  • Edit: Use the Edit button to edit the task name, description or add different states that this task can go through.
  • Export: Use the Export button to download the ZIP archive that contains an .xml file with the Task Type's data, including the name of the state, its states, transitions, etc.
  • Delete: Use the Delete button to remove the task type from the list.

Views

A View is a custom perspective for all the Ecrion Apps and options present within. Throughout Ecrion Admin, there are different default views depending on which section you are in. However, you are able to create new views to customize your user experience and find the needed files in a quick and easy way. For example, if you have tagged files in a project as important as you are able to create a view which will allow you to easily see all the files with that tag.

The built-in views that come with Ecrion Admin are not intended to be modified, because they are monitored and their definitions will be reverted to the initial state if modified. This is so that in case we need to alter them in subsequent updates, there won't be any conflicts with potential user changes.

• To access the Views Settings, use Views from the Configuration section.

Creating New Views

Follow the steps below to learn how to configure a new view.

• Starting from the Sysinternals Settings Menu, select Views from the Configuration section.
• Select the +New View button from the right-corner of the page.
• From the drop-down menu, choose the type of view you want to define. The view type indicates where the view will be able to be seen. Currently, you can create a view for Files, Jobs, Tasks, Communications, Correspondence, On-Demand, Batch, Email, Print or SMS.
• Fill in the form with the required field:
  • Name: provide a unique and relevant name for the view.
  • Description: provide a description of the view.
• Once ready, select Create.
• In the Edit View dialog fill in all the mandatory fields:
  • Choose how this view will be presented, either list ( ), grid ( ), or collapsed ( ), using the buttons at the top-right corner.
  • Optionally, enable the Daily report option, add the email address of the recipients and set the Report time for sending reports at a certain time every day.
  • Select filters for this view by selecting Add. Define a condition for the filter operation. For more details, please read the View Filters chapter.
  • Select the columns on which you are interested in to see in the view. For more details, please read View Columns chapter.
• Additionally, you can select Delete View to remove the current view. Only the custom views can be removed, the default ones remain intact.
• Selecting the Duplicate View option allows you to create a duplicate of your view and configure new specification for it.
• Once ready, select Save to update changes and successfully create the view.

View Filters

Filters allow you to specify the rules to select the files you want.

The required parameters to define a filter are:

Field	Define the name of the field that you wish to filter by.
Operator	Define the relationship between the field and the value, e.g. Equals, In, etc.
Value	Define the value that the field should compare itself to.

If the field and the value satisfy the relationship defined by the operator for a certain item, then that item is a match and will be shown in the view.

View Columns

Columns allow you to specify which properties (columns) you wish to see in the View. You can specify a display name for each property (the column heading) and whether or not the contents of the column will be expanded. If you have defined multiple columns, you can also reorder them by clicking on the up/down arrows. The required parameters to define a column within a custom view are:

Field	Define the name of the field that you wish to filter by.
Display Name	Define the value that the field should compare itself to.
Value	Define the expanded area that the field is able to interface with.

Connections

Connections allow you to integrate the Ecrion Apps with other external entities. Select from the table below the connection you want to configure within Admin.

Amazon S3	Azure	Creatio	Database	Document DB	Docusign	Email
Facebook	FTP/FTPS	Microsoft Dynamics CRM	Salesforce	SFTP	Sharepoint	SMS

Amazon S3

Third party systems, such as Amazon Web Service connections can be created and managed in Admin.

Creating Amazon S3 Connections

Follow the steps below to learn how to set up an Amazon S3 connection.

• Starting from the Sysinternals Settings Menu, select Amazon S3 from the Connections section.
• Select the +New Connection button from the right-corner of the page.
• Fill in the form with the required field:
  • Connection Name: Provide a unique name for your Amazon S3 connection.
  • Service Type: Select the Amazon Simple Storage Service.
  • Region: The AWS region you are using (e.g. USEast1)
  • Access Key: The Amazon Access Key Id.
  • Secret Key: The Amazon Secret Access Key Id.
  • Bucket: The AWS bucket created in the AWS region.
  • Server Side Encryption: This field determines which Amazon server-side encryption are you using to protect your data (e.g. AES-256).
• Verify if the Amazon S3 connection can be created using the specified fields by selecting Test Connection.
• Once ready, click Save to successfully create the connection.

Sorting Amazon S3 Connections

Starting from the Amazon S3 Connections page, you can sort the entities listed within by using the only available column-header: Name.

• To sort the Amazon connections information displayed, select the column-header (e.g. Name) and the list will sort the results in ascending ( ) or descending ( ) order.

Contextual Amazon S3 Connections Options

Follow the steps below to explore the options from the contextual menu of an Amazon S3 connection.

• Starting from the Sysinternals Settings Menu, select Amazon S3 from the Connections section.
• Select the More Actions ( ) button of a connection displayed in the list.
• From the contextual menu displayed, you can select the following options, according to your needs:
  • Edit: Use the Edit button to edit the Amazon connection's configurations.
  • Delete: Use the Delete button to remove the connection from the list.

Azure

Third party systems, such as Azure Storage connections can be created and managed in Admin.

Creating Azure Storage Connections

Follow the steps below to learn how to set up an Azure Storage connection.

• Starting from the Sysinternals Settings Menu, select Azure from the Connections section.
• Select the +New Connection button from the right-corner of the page.
• Fill in the form with the required field:
  • Connection Name: Provide a unique name for your Azure connection.
  • Account Name - The Azure account name (e.g. eostestazurestorage).
  • Account Key - The Azure account key is obtained through the Azure portal.
• Verify if the Azure connection can be created using the specified fields by selecting Test Connection.
• Once ready, click Save to successfully create the connection.

Sorting Azure Storage Connections

Starting from the Azure Storage Connections page, you can sort the entities listed within by using the only available column-header: Name.

• To sort the Azure connections information displayed, select the column-header (e.g. Name) and the list will sort the results in ascending ( ) or descending ( ) order.

Contextual Azure Storage Connections Options

Follow the steps below to explore the options from the contextual menu of an Azure Storage connection.

• Starting from the Sysinternals Settings Menu, select Azure from the Connections section.
• Select the More Actions ( ) button of a connection displayed in the list.
• From the contextual menu displayed, you can select the following options, according to your needs:
  • Edit: Use the Edit button to edit the Azure connection's configurations.
  • Delete: Use the Delete button to remove the connection from the list.

Creatio

Ecrion Admin allows users to integrate the Creatio that helps controlling business processes for your company.

Creating Creatio Connections

Follow the steps below to learn how to set up a Creatio connection.

• Starting from the Sysinternals Settings Menu, select Creatio from the Connections section.
• Select the +New Connection button from the right-corner of the page.
• Fill in the form with the required field:
  • Connection Name: Provide a unique name for your connection.
  • URL - The login URL of your Creatio org.
  • Provider Type - The Creatio provider such as Basic or Cookie.
  • Username - The Creatio username.
  • Password - The Creatio password.
• Verify if the Creatio connection can be created using the specified fields by selecting Test Connection.
• Once ready, click Save to successfully create the connection.

Sorting Creatio Connections

Starting from the Creatio Connections page, you can sort the entities listed within by using the only available column-header: Name.

• To sort the Creatio connections information displayed, select the column-header (e.g. Name) and the list will sort the results in ascending ( ) or descending ( ) order.

Contextual Creatio Connections Options

Follow the steps below to explore the options from the contextual menu of a Creatio connection.

• Starting from the Sysinternals Settings Menu, select Creatio from the Connections section.
• Select the More Actions ( ) button of a connection displayed in the list.
• From the contextual menu displayed, you can select the following options, according to your needs:
  • Edit: Use the Edit button to edit the Creatio connection's configurations.
  • Delete: Use the Delete button to remove the connection from the list.

Database

Third party systems, such as database connections can be created and managed in Admin.

Creating Database Connections

Follow the steps below to learn how to set up a Database connection.

• Starting from the Sysinternals Settings Menu, select Database from the Connections section.
• Select the +New Connection button from the right-corner of the page.
• Fill in the form with the required field:
  • Connection Name: Provide a unique name for your Database connection.
  • Provider Type - The database provider such as Microsoft SQL Server, Oracle, MYSQL, etc.
  • Connection String - Refer to your database documentation for the correct syntax. You can also use The Connection Strings Reference to build a connection string for the .NET framework.
• Verify if the Document DB connection can be created using the specified fields by selecting Test Connection.
• Once ready, click Save to successfully create the connection.

Sorting Database Connections

Starting from the Database Connections page, you can sort the entities listed within by using the only available column-header: Name.

• To sort the Database connections information displayed, select the column-header (e.g. Name) and the list will sort the results in ascending ( ) or descending ( ) order.

Contextual Database Connections Options

Follow the steps below to explore the options from the contextual menu of a Database connection.

• Starting from the Sysinternals Settings Menu, select Database from the Connections section.
• Select the More Actions ( ) button of a connection displayed in the list.
• From the contextual menu displayed, you can select the following options, according to your needs:
  • Edit: Use the Edit button to edit the Database connection's configurations.
  • Delete: Use the Delete button to remove the connection from the list.

Document DB

DocumentDB allows the connectivity of the Ecrion Admin server with an Amazon DocumentDB endpoint.

Creating Document DB Connections

Follow the steps below to learn how to set up a Document DB connection.

• Starting from the Sysinternals Settings Menu, select Document DB from the Connections section.
• Select the +New Connection button from the right-corner of the page.
• Fill in the form with the required field:
  • Connection Name: Provide a unique name for your Document DB connection.
  • URL - The URL of the Document DB server that hosts the DB solution that you want to connect to (e.g. https://abccompany.documents.azure.com:443/)
  • Key - The primary key of the Document DB server.
  • Database Id - The Id configured when creating a database within Document DB server (e.g. FamilyDB).
  • Collection Id - The unique identifier configured when creating a database collection (e.g. FamilyCollection).
• Verify if the Document DB connection can be created using the specified fields by selecting Test Connection.
• Once ready, click Save to successfully create the connection.

Sorting Document DB Connections

Starting from the Document DB Connections page, you can sort the entities listed within by using the only available column-header: Name.

• To sort the Document DB connections information displayed, select the column-header (e.g. Name) and the list will sort the results in ascending ( ) or descending ( ) order.

Contextual Document DB Connections Options

Follow the steps below to explore the options from the contextual menu of a Document DB connection.

• Starting from the Sysinternals Settings Menu, select Document DB from the Connections section.
• Select the More Actions ( ) button of a connection displayed in the list.
• From the contextual menu displayed, you can select the following options, according to your needs:
  • Edit: Use the Edit button to edit the Document DB connection's configurations.
  • Delete: Use the Delete button to remove the connection from the list.

Docusign

Third party systems, such as Electronic Signature Providers (DocuSign, EchoSign, etc.) can also be created and managed in Admin.

Creating Electronic Signature Connections

Follow the steps below to learn how to set up a Document DB connection.

• Starting from the Sysinternals Settings Menu, select Docusign from the Connections section.
• Select the +New Connection button from the right-corner of the page.
• Fill in the form with the required field:
  • Connection Name: Provide a unique name for your Docusign connection.
  • Provider Type - The provider determines the type of connection to create. Currently, only DocuSign provider is available.
  • URL - The URL of the Electronic Signature site.
  • Email - The Email used to login to the Electronic Signature provider.
  • Password - The Password used to login to the Electronic Signature provider.
  • API Key - The Integrator Key generated in your Electronic Signature account.
• Verify if the Docusign connection can be created using the specified fields by selecting Test Connection.
• Once ready, click Save to successfully create the connection.

Sorting Electronic Signature Connections

Starting from the Electronic Signature Connections page, you can sort the entities listed within by using the only available column-header: Name.

• To sort the Docusign connections information displayed, select the column-header (e.g. Name) and the list will sort the results in ascending ( ) or descending ( ) order.

Contextual Electronic Signature Connections Options

Follow the steps below to explore the options from the contextual menu of an Electronic Signature connection.

• Starting from the Sysinternals Settings Menu, select Docusign from the Connections section.
• Select the More Actions ( ) button of a connection displayed in the list.
• From the contextual menu displayed, you can select the following options, according to your needs:
  • Edit: Use the Edit button to edit the Docusign connection's configurations.
  • Delete: Use the Delete button to remove the connection from the list.

Email

Third party systems, such as email connections can be created and managed in Admin.

Creating SMTP Connections

Follow the steps below to learn how to set up a Simple Mail Transfer Protocol (SMTP) connection.

• Starting from the Sysinternals Settings Menu, select Email from the Connections section.
• Select the +New Connection button from the right-corner of the page.
• Fill in the form with the required field:
  • Connection Name: Provide a unique name for your SMTP connection.
  • Email Type: Choose SMTP from the drop-down list.
• Select Continue to proceed with the email configurations.
  • Server Name - The SMTP Server Host name or IP Address.
  • Port - The port number. By default, the port number is 25 for non-encrypted connections and 587 when SMTP SSL is checked.
  • Username - The SMTP username
  • Password - The SMTP password.
  • From - The email address that should be used when sending email using this connection.
  • Encrypt Connection: Check if the connection is encrypted.

• Verify if the SMTP connection can be created using the specified fields by selecting Test Connection. If the connection succeeded, select Ok to proceed with the connection setup.

• Once ready, click Save to successfully create the connection.

Creating Amazon SES Connections

Follow the steps below to learn how to set up an Amazon Simple Email Service (SES) connection.

• Starting from the Sysinternals Settings Menu, select Email from the Connections section.
• Select the +New Connection button from the right-corner of the page.
• Fill in the form with the required field:
  • Connection Name: Provide a unique name for your Amazon SES connection.
  • Email Type: Choose Amazon SES from the drop-down list.
• Select Continue to proceed with the email configurations.
  • Identity Type: Choose Email Address or Domain as the identity type from the drop-down menu.
    • Email Address: Provide the Amazon email address.
    • Domain: Provide the Amazon domain. The domain name has to be verified in order to be usable through Admin. The verification must occur in the Amazon SES instance that is used to send emails. If you are managing your own instance contact your System Administrator to set up this domain in Amazon SES. However, if you are using the hosted version of Ecrion contact support@ecrion.com to request a new domain setup in Amazon SES.
• Once ready, click Verify & Save to successfully create the connection.

Sorting Email Connections

Starting from the Email Connections page, you can sort the entities listed within by using the only available column-header: Name.

• To sort the Email connections information displayed, select the column-header (e.g. Name) and the list will sort the results in ascending ( ) or descending ( ) order.

Contextual Email Connections Options

Follow the steps below to explore the options from the contextual menu of an Email connection.

• Starting from the Sysinternals Settings Menu, select Email from the Connections section.
• Select the More Actions ( ) button of a connection displayed in the list.
• From the contextual menu displayed, you can select the following options, according to your needs:
  • Edit: Use the Edit button to edit the Email connection's configurations.
  • Delete: Use the Delete button to remove the connection from the list.

Facebook

Third party systems, such as Social Media (Facebook, Twitter, etc.) connections can be created and managed in Admin.

Creating Social Media Connections

Follow the steps below to learn how to set up a social media connection.

• Starting from the Sysinternals Settings Menu, select Facebook from the Connections section.
• Select the +New Connection button from the right-corner of the page.
• Fill in the form with the required field:
  • Connection Name: Provide a unique name for your Social Media connection.
  • Channel - The social media channel you want to create a connection for. Currently, the only channel available is Facebook.
  • PageId - the PageId of your Facebook account.
  • Access Token - the access token generated in Facebook for Developers.
• Verify if the Facebook connection can be created using the specified fields by selecting Test Connection.
• Once ready, click Save to successfully create the connection.

Sorting Social Media Connections

Starting from the Social Media Connections page, you can sort the entities listed within by using the only available column-header: Name.

• To sort the Social Media connections information displayed, select the column-header (e.g. Name) and the list will sort the results in ascending ( ) or descending ( ) order.

Contextual Social Media Connections Options

Follow the steps below to explore the options from the contextual menu of a Social Media connection.

• Starting from the Sysinternals Settings Menu, select Facebook from the Connections section.
• Select the More Actions ( ) button of a connection displayed in the list.
• From the contextual menu displayed, you can select the following options, according to your needs:
  • Edit: Use the Edit button to edit the Social Media connection.
  • Delete: Use the Delete button to remove the connection from the list.

FTP-FTPS

Third party systems, such as File Transfer Protocol/File Transfer Protocol over SSL connections can be created and managed in Admin.

Creating FTP/FTPS Connections

Follow the steps below to learn how to set up a File Transfer Protocol connection.

• Starting from the Sysinternals Settings Menu, select FTP/FTPS from the Connections section.
• Select the +New Connection button from the right-corner of the page.
• Fill in the form with the required field:
  • Connection Name: Provide a unique name for your FTP/FTPS connection.
  • URL - The URL or IP Address for the FTP/FTPS location.
  • Username - The FTP/FTPS username.
  • Password - The FTP/FTPS password.
  • Timeout - Set up the time period (in seconds) within which a connection between a client and the server must be established. By default, it is set to -1, which is an infinite time.
• Verify if the FTP/FTPS connection can be created using the specified fields by selecting Test Connection.
• Once ready, click Save to successfully create the connection.

Sorting FTP/FTPS Connections

Starting from the FTP/FTPS Connections page, you can sort the entities listed within by using the only available column-header: Name.

• To sort the FTP/FTPS connections information displayed, select the column-header (e.g. Name) and the list will sort the results in ascending ( ) or descending ( ) order.

Contextual FTP/FTPS Connections Options

Follow the steps below to explore the options from the contextual menu of a FTP/FTPS connection.

• Starting from the Sysinternals Settings Menu, select FTP/FTPS from the Connections section.
• Select the More Actions ( ) button of a connection displayed in the list.
• From the contextual menu displayed, you can select the following options, according to your needs:
  • Edit: Use the Edit button to edit the FTP/FTPS connection.
  • Delete: Use the Delete button to remove the connection from the list.

Microsoft Dynamics CRM

Third party systems, such as Microsoft Dynamics CRM connections can be created and managed in Admin.

Creating Microsoft Dynamics CRM Connections

Follow the steps below to learn how to set up a Microsoft Dynamics CRM connection.

• Starting from the Sysinternals Settings Menu, select Microsoft Dynamics CRM from the Connections section.
• Select the +New Connection button from the right-corner of the page.
• Fill in the form with the required field:
  • Connection Name: Provide a unique name for your CRM connection.
  • URL - The URL of the Microsoft Dynamics CRM server that hosts the CRM solution that you want to connect to. (e.g.: https://abccompany.crm4.dynamics.com, where abccompany is the organization's name and crm4.dynamics.com, is the domain's name)
  • Username - The Microsoft Dynamics username.
  • Password - The Microsoft Dynamics password.
• Verify if the Microsoft Dynamics connection can be created using the specified fields by selecting Test Connection.
• Once ready, click Save to successfully create the connection.

Sorting CRM Connections

Starting from the CRM Connections page, you can sort the entities listed within by using the only available column-header: Name.

• To sort the CRM connections information displayed, select the column-header (e.g. Name) and the list will sort the results in ascending ( ) or descending ( ) order.

Contextual CRM Connections Options

Follow the steps below to explore the options from the contextual menu of a Microsoft Dynamics CRM connection.

• Starting from the Sysinternals Settings Menu, select Microsoft Dynamics CRM from the Connections section.
• Select the More Actions ( ) button of a connection displayed in the list.
• From the contextual menu displayed, you can select the following options, according to your needs:
  • Edit: Use the Edit button to edit the CRM connection.
  • Delete: Use the Delete button to remove the connection from the list.

Salesforce

Third party systems, such as Salesforce connections can be created and managed in Admin.

Creating Salesforce Connections

Follow the steps below to learn how to set up a Salesforce connection.

• Starting from the Sysinternals Settings Menu, select Salesforce from the Connections section.
• Select the +New Connection button from the right-corner of the page.
• Fill in the form with the required field:
  • Connection Name: Provide a unique name for your Salesforce connection.
  • URL - The login URL of your Salesforce org. (e.g. https://login.salesforce.com/services/Soap/c/32.0 )
  • Username - The Salesforce username.
  • Password - The Salesforce password.
  • Token - The security token generated by Salesforce.
• Verify if the Salesforce connection can be created using the specified fields by selecting Test Connection.
• Once ready, click Save to successfully create the connection.

Sorting Salesforce Connections

Starting from the Salesforce Connections page, you can sort the entities listed within by using the only available column-header: Name.

• To sort the Salesforce connections information displayed, select the column-header (e.g. Name) and the list will sort the results in ascending ( ) or descending ( ) order.

Contextual Salesforce Connections Options

Follow the steps below to explore the options from the contextual menu of a Salesforce connection.

• Starting from the Sysinternals Settings Menu, select Salesforce from the Connections section.
• Select the More Actions ( ) button of a Salesforce connection displayed in the list.
• From the contextual menu displayed, you can select the following options, according to your needs:
  • Edit: Use the Edit button to edit the configurations of a Salesforce connection.
  • Delete: Use the Delete button to remove the connection from the list.

SFTP

Third party systems, such as SSH File Transfer Protocol connections can be created and managed in Admin.

Creating SFTP Connections

Follow the steps below to learn how to set up a SSH File Transfer Protocol connection.

• Starting from the Sysinternals Settings Menu, select SFTP from the Connections section.
• Select the +New Connection button from the right-corner of the page.
• Fill in the form with the required field:
  • Connection Name: Provide a unique name for your SFTP connection.
  • Server Name - The Host name or IP Address of the SFTP server.
  • Port - The port number that the server listens to. By default, is 22.
  • Username - The SFTP username.
  • Password - The SFTP password.
  • Timeout - Set up the time period (in seconds) within which a connection between a client and the server must be established. By default, it is set to -1, which is an infinite time.
• Verify if the SFTP connection can be created using the specified fields by selecting Test Connection.
• Once ready, click Save to successfully create the connection.

Sorting SFTP Connections

Starting from the SFTP Connections page, you can sort the entities listed within by using the only available column-header: Name.

• To sort the SFTP connections information displayed, select the column-header (e.g. Name) and the list will sort the results in ascending ( ) or descending ( ) order.

Contextual SFTP Connections Options

Follow the steps below to explore the options from the contextual menu of a SFTP connection.

• Starting from the Sysinternals Settings Menu, select SFTP from the Connections section.
• Select the More Actions ( ) button of a connection displayed in the list.
• From the contextual menu displayed, you can select the following options, according to your needs:
  • Edit: Use the Edit button to edit the SFTP connection.
  • Delete: Use the Delete button to remove the connection from the list.

Sharepoint

Third party systems, such as Sharepoint connections can also be created and managed in Admin.

Creating SharePoint Connections

Follow the steps below to learn how to set up a Sharepoint connection.

• Starting from the Sysinternals Settings Menu, select Sharepoint from the Connections section.
• Select the +New Connection button from the right-corner of the page.
• Fill in the form with the required field:
  • Connection Name: Provide a unique name for your Sharepoint connection.
  • URL - The URL to the SharePoint site (e.g. http://testserver/sites/test).
  • Domain - The SharePoint Domain (e.g. company@onmicrosoft.com).
  • Username - Your SharePoint username.
  • Password - Your SharePoint password.
• Verify if the Sharepoint connection can be created using the specified fields by selecting Test Connection.
• Once ready, click Save to successfully create the connection.

Sorting SharePoint Connections

Starting from the SharePoint Connections page, you can sort the entities listed within by using the only available column-header: Name.

• To sort the Sharepoint connections information displayed, select the column-header (e.g. Name) and the list will sort the results in ascending ( ) or descending ( ) order.

Contextual SharePoint Connections Options

Follow the steps below to explore the options from the contextual menu of a Sharepoint connection.

• Starting from the Sysinternals Settings Menu, select Sharepoint from the Connections section.
• Select the More Actions ( ) button of a connection displayed in the list.
• From the contextual menu displayed, you can select the following options, according to your needs:
  • Edit: Use the Edit button to edit the Sharepoint connection.
  • Delete: Use the Delete button to remove the connection from the list.

SMS

Third party systems, such as SMS connections can be created and managed under the Admin app.

Creating SMS Connections

Follow the steps below to learn how to set up an SMS connection.

• Starting from the Sysinternals Settings Menu, select SMS from the Connections section.
• Select the +New Connection button from the right-corner of the page.
• Fill in the form with the required field:
  • Connection Name: Provide a unique name for your SMS connection.
• Once ready, click Save to successfully create the connection.

Sorting SMS Connections

Starting from the SMS Connections page, you can sort the entities listed within by using the only available column-header: Name.

• To sort the SMS connections information displayed, select the column-header (e.g. Name) and the list will sort the results in ascending ( ) or descending ( ) order.

Contextual SMS Connections Options

Follow the steps below to explore the options from the contextual menu of an SMS connection.

• Starting from the Sysinternals Settings Menu, select SMS from the Connections section.
• Select the More Actions ( ) button of a SMS connection displayed in the list.
• From the contextual menu displayed, you can select the following options, according to your needs:
  • Edit: Use the Edit button to edit the SMS connection.
  • Delete: Use the Delete button to remove the connection from the list.

Workspaces

The Workspaces section from Internal Settings provides administrators the ability to monitor and manage custom features presented. By default, two workspaces will be displayed: the Default workspace, visible in the Workspaces app, usually used to install and test project samples, and the System workspace, hidden from the Workspaces app, having the role to store all the files necessary for proper function of Ecrion Apps.

Next to each workspace, there are some elements, such as Jobs, Schedules, Triggers, Execution Log, Sync Log, and Files, associated with the current organization. In order to be able to navigate to the elements displayed here, you are required to have installed another Ecrion App: Workspaces. For more details, please visit the Workspaces Guide.

Domains

All the domains trackers added in Domains Settings are visible and can be managed from Internal Settings.

Visitors

From the Visitors page you can manage and keep evidence of how many users interact with your website before they register. We called a visitor a user that access your website without logging in.

Visitors are tightly bound to the user's domain tracking feature available in Domain settings. This feature implies storing visitors in a database, where you can save meaningful information about them. When a visitor is completing a Lead Generation Form in Leads, the data will be stored within Contact Information. For more details, please visit the Leads Guide.

Working with this type of users is limiting in some ways, because there are not many things you know for sure about them, but there are certain data you can store, such as:

• the location from where they are accessing your website,
• the device they are using,
• the web campaign parameters from a data location,
• the timestamp and the address of the first visited web page.

All the data you want to store can be configured from the Domains Settings page.

If tracking is enabled on your domain, all visitors that are not registered will be recorded by trackers. Ecrion Admin allows environment administrators to track the actions of your anonymous users by selecting the Visitors page within Internal Settings.

Viewing Visitors

Follow the steps below to view all the visitors that access your website.

• Starting from the Sysinternals view, go to the Domains section at the bottom of the page.
• Select Visitors, next to the domain name you have configured to monitor (e.g. leads3.stg.ecrion.com).
• A list with all the anonymous users that have been visiting the website will be displayed.

Exploring Visitors Activity

Follow the steps below to learn how to explore the visitor's activity that access your website.

• Starting from the Visitors page, select one of the anonymous users displayed.
• After you interact with one of the visitors, you should consider the following:
  • In the upper part of the page, you will be able to view the user form. At any time, you can click on the fields and update the information you want about those users. Once ready, do not forget to save the changes by selecting the Save ( ) button on top of the page.
  • In the bottom part, you will see the user's activity. Information such as accessed date, website context, or other tracking details will be displayed. If the link of the website contains flags as utm_*, particular referral sources in campaigns can be identified also and displayed within this section. To filter the activity displayed, select Activity Filter, next to Date, and check the assets for which you want to display users actions.
  • Ecrion Admin provides conversion of the anonymous users that visit portal and complete the Lead Generation Form, to tracked-users (leads) that can be considered potential clients. Further they can be monitored and managed under the Journeys app. Therefore, any data collected on that user persisted in the account of the newly-registered user.

Contextual Visitors Options

Follow the steps below to explore the options from the contextual menu of a visitor.

• Starting from the Visitors page, select the More Actions ( ) button of a visitor from the Page Content.
• From the contextual menu displayed, you can select the following options, according to your needs:
  • Open: Use the Open button to open the corresponding anonymous user's activity page.
  • Delete: Use the Delete button to permanently delete the selected user from the list.
  • Properties: Use the Properties button to open a dialog that allows you to edit the current user's information.

Cleanup Tracking History

Cleanup Tracking History is intended to clean-up of old visitor records that have been registered until a certain date. This functionality can be performed manually or automatically.

Automatic Clean Up

Follow the steps below to learn how to perform an automatic clean up.

• Starting from the Sysinternals view, go to the Domains section at the bottom of the page.
• Select Cleanup Tracking History, next to the domain name you have configured to monitor (e.g. leads3.stg.ecrion.com).
• In the dialog, under the Automatic Clean Up section, select the number of days after which the anonymous users will be deleted from the system. In the drop-down list there are only some available options, up to one year of inactivity.
• Once you're ready, click Save.

Manual Clean Up

Follow the steps below to learn how to perform a manual clean up.

• Starting from the Sysinternals view, go to the Domains section at the bottom of the page.
• Select Cleanup Tracking History, next to the domain name you have configured to monitor (e.g. leads3.stg.ecrion.com).
• In the dialog, under the Manual Clean Up section, select the date until which the anonymous users will be deleted from the system. You can choose from the date-picker or directly type in the date you want to take into consideration as being the last day of activity.
• Below the date field, there will be computed some statistics related to the number of active and inactive anonymous users. You can click Delete Users to directly remove those users.
• Once you're ready, click Save.