Adeptia Suite 6.2. Application Services Guide. Release Date October 16, 2014

Transcription

1 Adeptia Suite 6.2 Application Services Guide Release Date October 16, West Erie, Suite 440 Chicago, IL 60654, USA Phone: (312) x111 Fax: (312)

2 Document Information DOCUMENT INFORMATION Adeptia Inc. Application Services Guide Printed October 2014 Printed in USA Adeptia Support Information For support queries, please contact us at Access the Adeptia Web site at the following URL: Copyright Copyright Adeptia, Inc. All rights reserved. Trademarks Adeptia is a trademark of Adeptia, Inc. All other trademarks and registered trademarks are the property of their respective owners. Confidentiality This document is the confidential and proprietary information of Adeptia. The information set forth herein represents the confidential and proprietary information of Adeptia. Such information shall only be used for the express purpose authorized by Adeptia and shall not be published, communicated, disclosed or divulged to any person, firm, corporation or legal entity, directly or indirectly, or to any third person without the prior written consent of Adeptia. Disclaimer Adeptia, Inc. provides this publication "as is" without warranty of any kind, either express or implied. In no event shall Adeptia be liable for any loss of profits, loss of business, loss of use or data, interruption of business, indirect, special, punitive, incidental, or consequential damages of any kind. No part of this work should be reproduced in any form or by any means graphic, electronic, or mechanical including photocopying, recording, taping, or storage in an information retrieval system, without prior written permission of Adeptia Inc. This publication is subject to replacement by a later edition. To determine if a later edition exists, contact 2 Adeptia Incorporation Adeptia

3 Table of Contents TABLE OF CONTENTS Document Information... 2 Table Of Contents... 3 Preface... 4 Using Application Services... 7 Configuring Keystore In Adeptia Suite... 8 Steps To Configure The Keystore In Adeptia Suite... 8 Configuring Truststore In Adeptia Suite... 9 Configuring Dropbox Application: Configuring Dropbox App Keys In Adeptia Suite Configuring Box Application Configuring Box App Keys In Adeptia Suite Configuring Google Drive Application Configuring Google Drive App Keys In Adeptia Suite Creating An Application Source Activity Creating An Application Event Activity Creating An Application Target Activity Managing Application Accounts Editing Application Accounts Deleting Application Accounts Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 3

4 Preface PREFACE With changing trends, cloud has gained a competitive advantage. As it has reduced spending on technology infrastructure, organizations tend to store their important data and information over the cloud. To manage this data with an ease, Adeptia has introduced Application Service feature. This feature enables you to retrieve/send your data directly from/to a Cloud Application. The supported Cloud Applications include: Box Dropbox Google Drive Target Audience This document is intended for those users, who want to retrieve/send their data from/to their cloud applications. For e.g., with application services, you may automate the process of retrieving purchase orders from your Dropbox account, processing it, and sending the corresponding Sales order to your client s Google Drive account. This document explains how to manage Cloud data using Application Services. How is this guide organized? This guide is organized into the following sections: Section Description Document Information Introduction to this document Preface Need for Application Services Configuring Keystore & Truststore Prerequisites, configuring keystore and truststore in Adeptia Suite Configuring Application Accounts Steps to configure application accounts like Dropbox, Box, and Google Drive Creating Application Source, Target, and Event Activities Steps to create application activities Managing Application Accounts Explains how to edit or delete existing application accounts Migrating Application Accounts Considerations while migrating Application accounts Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 4

5 Preface Conventions The following tables list the various conventions used in Adeptia documentation. We follow these conventions to help you quickly and easily identify particular elements, processes, and names that occur frequently in documents. Typographical conventions This guide uses the following typographical conventions: Convention Description Bold text Indicates one of the following: Screen element New terminology A file or folder name A control in an application s user interface Important information Italic text Indicates a reference or the title of a publication. Monospaced text Indicates code examples or system messages. Monospaced bold text Indicates system commands that you enter. Hyperlink Indicates an Internet link to target material. Graphical conventions This guide uses the following graphical conventions: Convention Description Indicates additional information that may be of interest to the reader. Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 5

6 Preface Contacts/Reporting problems These sections present contact information for a variety of situations. Sales In case of any sales queries, please contact us at sales@adeptia.com. Support For support queries, please contact us at support@adeptia.com. Latest updates and information For the latest updates and information, please visit us at Adeptia Website Access the Adeptia Website at the following URL: Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 6

7 Using Application Services USING APPLICATION SERVICES Application Services enable you to create Source, Target, and Event (which will trigger the process flow) activities for cloud applications. Application Services Include: Application Source Application Event Application Target Prerequisites Adeptia Suite must be installed on a Public IP, which is accessible over web. Adeptia Suite must be accessed through HTTPS protocol. For this you need to configure Adeptia Suite Keystore to use the certificate signed by CA authority. You need to import the certificate of the cloud application, which you want to use within Adeptia Suite Trustsore. You must configure each of your Cloud Applications (Box/Dropbox/Google Drive). This section covers: Configuring Keystore in Adeptia Suite Configuring Truststore in Adeptia Suite Configuring Dropbox Application Configuring Box Application Configuring Google Drive Application Creating an Application Source Activity Creating an Application Event Activity Creating an Application Target Activity Managing Application Accounts Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 7

8 Creating Keystore and Configuring in Adeptia Suite CONFIGURING KEYSTORE IN ADEPTIA SUITE To transfer data to and from cloud applications, it is mandatory that Adeptia Suite is configured on Public IP and it is accessed through HTTPS protocol. You also need to configure the Keystore with Certificate signed by CA authority. You need to generate a new public/private key pair in default Adeptia keystore or any other keystore. Later, a Certificate Signing Request (CSR) needs to be generated and sent to a Certification Authority (CA) like VeriSign, Geotrust and Comodo. The response from the CA is then imported into keystore in which public/private key pair was generated. You can use Java Keytool for generating key, CSR and importing CA response into keystore. The advantage of using this approach is that root certificates of Certification Authority (CA) are already present in most internet browsers and widely accepted. User don t have to manually trust these certificates when accessing Adeptia Server over SSL through internet browser. This section explains how to configure the keystore, which contains CA signed certificate, within Adeptia Suite. Pre-requisites Java keytool must be installed before you follow the steps mentioned below. Steps to Configure the Keystore in Adeptia Suite 1. Copy the Keystore file to <Adeptia Installation folder>/serverkernel\etc\jetty folder. Alternately, you may place the keystore file in any folder of your choice. 2. Go to <Adeptia Installation folder>/serverkernel\etc\jetty folder. 3. Open the jetty.xml file and configure the name along with path and password of the new keystore as shown below: Figure 1: Configuring Keystore in Adeptia Suite 4. Save this file. 5. Now restart Adeptia Suite Kernel and WebRunner and login to make sure that the process has been successfully completed. If the keystore is configured properly, you can see a lock sign on address bar of the browser. Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 8

9 Configuring Dropbox Application CONFIGURING TRUSTSTORE IN ADEPTIA SUITE For successful communication between Adeptia Suite and cloud application, you need to import the certificates of each of the cloud applications (that you want to use) within Adeptia Suite truststore. You can download these certificates from the websites of the respective applications. You can also download Apps_Certificate.zip from the following URL. URL : This zip contains certificates for Box, Dropbox and Google Drive. This section explains how to import these certificates within Adeptia Suite s truststore. 1. Make sure you that have the administrative rights of the operating system. 2. Extract the downloaded zip. 3. Run the command as shown in Figure 2 and follow the wizard. keytool -import -keystore <TruststorePath>. -file <certificatename> -alias <aliasname> Here: <TrustorePath> is the path of the truststore along with its name, which is being used by Adeptia Suite. By default this path is <Adeptia Installation folder>/serverkernel\etc/truststore/cacerts. Figure 2: Configuring Truststore Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 9

10 Configuring Dropbox Application CONFIGURING DROPBOX APPLICATION: This section explains the process of configuring Dropbox application. Steps to Configure Dropbox 1. Go to 2. Click the App Console link. 3. Sign in using your Dropbox credentials. Figure 3: App Console Link 4. Click the Create app button. Figure 4: Sign-in Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 10

11 Configuring Dropbox Application Figure 5: Create app 5. Select the Dropbox API app radio button. Figure 6: Type of Apps 6. Now, select Files and datastores as the type of data your app needs to store on Dropbox. Figure 7: Dropbox Platform app 7. Select the No radio button to grant access to files already on Dropbox. Figure 8: App Limitation 8. Select the All file Types radio button to access all types of files. Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 11

12 Configuring Dropbox Application Figure 9: Type of Files 9. Enter a name for your APP for, e.g., My App. Figure 10: Name of App 10. Click the Create app button. The following screen displays. Figure 11: Settings Tab You must apply for production use. Please refer the following URL for details Click Enable additional User. Keep a note of the value of App Key and App Secret Key. You need to configure these values in Adeptia Suite. Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 12

13 Configuring Dropbox Application 12. Enter the following URL in the Redirect URIs textbox: /app/rest/adapters/dropbox/account (see figure above). 13. Replace the highlighted part with the Domain where Adeptia Suite is installed, which will be accessed by the end user. 14. Click the Add button. Figure 12: User Limitation 15. Click Okay to close this dialog box. 16. Now, go to Details tab and fill the information as shown below: 17. Click Save changes. Figure 13: Details Tab Configuring Dropbox App keys in Adeptia Suite 1. Go to <Adeptia Suite Installation folder>\adeptiaserver\serverkernel\etc folder. Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 13

14 Configuring Dropbox Application 2. Open the adapter.properties file and configure the Dropbox app key as shown in the figure below: Figure 14: Adapter.properties File 3. Save the file. 4. Restart Adeptia Suite s Kernel and WebRunner. Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 14

15 Configuring Box Application CONFIGURING BOX APPLICATION This section explains the process of configuring Box application. Steps to Configure Box 1. Go to Figure 15: Home Page 2. Click the My Apps link. 3. Log into Box account using your credentials. Figure 16: Log-in page 4. Within the Applications section, click Create a Box Application link. Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 15

16 Configuring Box Application Figure 17: Create a Box Application 5. Enter a name for the App in the provided textbox. 6. Select the Box Content radio button. 7. Click the Create Application button. Figure 18: App Name Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 16

17 Configuring Box Application Figure 19: Successful Creation 8. Click the Configure your application button. 9. Enter the required information as shown in the figure below. Figure 20: General Information 10. Enter the Oauth2 Parameters as shown in the figure below. Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 17

18 Configuring Box Application Figure 21 : OAuth2 Parameters 11. Enter the following URL in the redirect_uri textbox: (see figure above). 12. Replace the highlighted part with the Domain where Adeptia Suite is installed, which will be accessed by the end user. Do not change the client_secret key. It gets populated automatically. Keep a note of the value of client_id (App Key) and client_secret (App Secret Key). You need to configure these values in Adeptia Suite. 13. Go at the end of the page and click the Save Application button. Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 18

19 Configuring Box Application Configuring Box App keys in Adeptia Suite 1. Go to <Adeptia Suite Installation folder>\adeptiaserver\serverkernel\etc folder. 2. Open the adapter.properties file and configure the Box app key as shown in the figure below: Figure 22 : Adapter.properties File 3. Save the file. 4. Restart Adeptia Suite s Kernel and WebRunner. Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 19

20 Configuring Google Drive Application CONFIGURING GOOGLE DRIVE APPLICATION This section explains the process of configuring Google Drive application. Steps to Configure Google Drive 1. Go to Figure 23: Sign in Page 2. Log into Google Drive using your credentials. Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 20

21 Configuring Google Drive Application Figure 24: Create Project 3. Click the Create project button. The following screen displays. 4. Click the Projects link. Figure 25: Projects Pane Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 21

22 Configuring Google Drive Application 5. Now, click the Create Project Button. Figure 26: Create Project Figure 27: Project Details 6. Enter a name for the App as shown in the figure above. 7. Enable the Terms of Service checkbox. 8. Click the Create button. After successful creation of the app, following screen is displayed. Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 22

23 Configuring Google Drive Application Figure 28: Project Dashboard 9. Click the API & auth link to expand it. 10. Now click the APIs link. 11. Click the STATUS toggle button to switch ON the following APIs (see figure below): Big Query API Drive API Drive SDK Google Cloud SQL Google Cloud Storage Google Cloud Storage JSON API Google+ API Google+ Domains API 12. Now click the Credentials link. Figure 29: Enabled APIs Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 23

24 Configuring Google Drive Application 13. Click the Create new Client ID button. Figure 30: Create new Client ID Figure 31: Create Client ID 14. Select the APPLICATION TYPE as Web application. Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 24

25 Configuring Google Drive Application Enter the Authorized Redirect URI as follows: (see figure above). 15. Replace the highlighted part with the Domain where Adeptia Suite is installed, which will be accessed by the end user. 16. Click the Create Client ID button. 17. Click the Consent screen link. Figure 32: Client ID for Web Application Figure 33: Consent screen 18. Select your ADDRESS from the dropdown list. 19. Now, enter your PRODUCT NAME. 20. Click Save. Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 25

26 Configuring Google Drive Application Keep a note of the value of CLIENT ID (App key) and CLIENT SECRET (appkeysecret). You need to configure these values in Adeptia Suite. Configuring Google Drive App keys in Adeptia Suite 1. Go to <Adeptia Suite Installation folder>\adeptiaserver\serverkernel\etc folder. 2. Open the adapter.properties file and configure the Google Drive app key as shown in the figure below: Figure 34: Adapter.properties File 3. Save the file. 4. Restart Adeptia Suite s Kernel and WebRunner. Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 26

27 Creating Application Source Activity CREATING AN APPLICATION SOURCE ACTIVITY Adeptia Suite enables you to transfer data from any source location to any target location. In order to transfer any data, you need to first fetch the data. To perform the same, you need to create a Source activity. The Source activity enables you to specify the location, where the data is stored. The Application Source activity enables you to retrieve data from the cloud applications for further transformation or processing. Through Adeptia Source Application activity, you may retrieve your invoice stored in a Dropbox application account, transform it, and send it to any supported location that you want. This feature is available in: Enterprise Premier Professional Express Steps to create a File Source Activity 1. On the Adeptia Suite homepage, go to Develop > Services > Source and then click Application. The Manage Application Source screen is displayed (see Figure 35). Figure 35: Manage Application Source 2. Click the Create New link. The New Application Source screen is displayed. 3. Select the required type of cloud application from the dropdown list and then click the Next button (see Figure 36). Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 27

28 Creating Application Source Activity Figure 36: New Application Source 4. Enter the name and the description of the new Application Source in the textboxes Name and Description respectively (see Figure 37). Figure 37: New Application Source 5. Click the Add Account button to include your application account in the dropdown list. 6. Enter a name for your application account in the textbox. Your application account will appear in the list with this particular name. 7. Click the Continue button (see Figure 38). Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 28

29 Creating Application Source Activity Figure 38: Add Account 8. Enter your credentials and click the Sign-in button (see Figure 39). Figure 39: Dropbox Login 2. Click the Allow button to grant access of your account. Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 29

30 Creating Application Source Activity Figure 40: Grant Access You may use the same application account in multiple activities, however, adding your account is required only for the first time. Once you add it, the next time you can simply choose your account from the Application Account dropdown list, without entering your credentials or allowing access every time. If you do not already have an application account, after clicking Continue button, you may click the Create an account link to register for the same (see Figure 39). To edit or delete your existing Application Accounts, please refer the Managing Application Accounts section. 3. You may click the Test button to verify a successful connection with your Application Account. This feature helps you to avoid the failure of this activity while executing the process flow. To test this activity, select an application account and click Test. If the Application Account specified in this activity exists, the test will be successful, otherwise it will give an error. 4. Click the Browse button of the Folder field to choose the folder location within your application account from where you want to retrieve data (see Figure 41). Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 30

31 Creating Application Source Activity Figure 41: Select Folder 5. Click the Submit button. 6. Enter the source file name in the File Name field. 7. Click the Advance Properties to set the values of the advance properties related with Application Source Activity. 8. Select the Delete File on Success checkbox, if you want to delete the source file after it is used in the process flow execution. This selection will delete the source file once the process flow is executed successfully during the process flow execution. To learn about Advanced Properties refer to Changing Advanced Properties section of the Developer Guide. 9. Click the Save button. The Application source activity will be created and the dialog box will be closed. Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 31

32 Creating Application Event Activity CREATING AN APPLICATION EVENT ACTIVITY Events are used to schedule and trigger a process flow. Events enable you to specify when and how frequently the process flow should be executed on a recurring basis. Application Event activity enables you to automate the processing/transforming/moving of data stored on the cloud applications. It specifies, when and how frequently a process flow should be executed based on creation of a new file. This feature is available in: Enterprise Premier Professional Express Steps to create an Application Event 1. On the Adeptia Suite homepage menu, click the Develop tab. 2. Go to Events > Application. The Manage Application Event screen is displayed (see Figure 42). Figure 42: Manage Application Event 3. Click the Create New link. The New Application Event screen is displayed. Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 32

33 Creating Application Event Activity Figure 43: New Application Event 4. Select the required type of application from the dropdown list and then click the Next button (see Figure 43). 5. Enter the name and the description of the new Application Event activity in the textboxes Name and Description respectively. Figure 44: New Application Event 2. Select the trigger type from the dropdown list Trigger Type. Presently we only support New File in Directory trigger type. The effect on the selection is listed in the table below. Table 1: Trigger Type Selection Values Trigger Type Selection Description New File in Directory To configure the file event to check for the creation of a new file(s). 3. Click the Add Account button to include your required application account in the dropdown list. 4. Enter a name for your event application account in the textbox. Your application account will appear in the list with this particular name. 5. Click the Continue button (see Figure 45). Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 33

34 Creating Application Event Activity Figure 45: Add Account 6. Enter your credentials and click the Sign-in button (see Figure 46). Figure 46: Dropbox Login 1. Click the Allow button to grant access for your account (see Figure 47). Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 34

35 Creating Application Event Activity Figure 47: Grant Access You may use the same application account in multiple activities, however, adding your account is required only for the first time. Once you add it, the next time you can simply choose your account from the Application Account dropdown list, without entering your credentials or allowing access every time. If you do not already have an application account, after clicking Continue button, you may click the Create an account link to register for the same (see Figure 46). To edit or delete your existing Application Accounts, please refer the Managing Application Accounts section. 2. You may click the Test button to verify a successful connection with your Application Account. This feature helps you to avoid the failure of this activity while executing the process flow. To test this activity, select an application account and click Test. If the Application Account specified in this activity exists, the test will be successful, otherwise it will give an error. 3. Click the Browse button of the Folder field to choose the folder location within your application account where you want to send data (see Figure 48). Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 35

36 Creating Application Event Activity Figure 48: Select Folder 4. Enter the file name that the Application event needs to verify in the textbox Search Criteria. For example *.txt is entered in Search Criteria, to include all the text files on a particular location. To specify more than one file in Search Criteria, you can use regular expressions listed in the table below. Table 2: Expressions used in Search Criteria Expression Description *.* For all files with some extension * For all files in a directory a*.txt For files starting with a and having extension txt (e.g. arch.txt) a??????.txt For files starting with a and have 6 more character followed by txt extension (e.g. archive.txt) a[1-9] For a1, a2,a3..a9 b[aiu]t For bat, bit or but a.txt, a.doc For two files named as a.txt and a.doc If more than one file is specified in the Search Criteria field, process flow will triggered for each file. 5. Enter the time interval for which Application event will check for the arrival of any file or upon modification of existing file in the Polling Frequency field. Enter the digit in the Frequency field and select the unit of time i.e. seconds, minutes or hours etc. from the Duration dropdown list. Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 36

37 Creating Application Event Activity Recommended minimum Polling Frequency is 30 seconds. To learn about Advanced Properties refer to Changing Advanced Properties section. 6. Click the Save button. On the Application Event Manage page, you can view the details of the process flow associated with an application event, to do so, click the view link, under the PF column. Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 37

38 Creating Application Target Activity CREATING AN APPLICATION TARGET ACTIVITY Adeptia Suite enables you to transfer data from any source location to any target location. Once you have fetched the data (by creating a source activity) and defined the file format for the source data or the target data (by creating a schema), you will be required to create a target activity. A Target Activity allows you to identify specific data that you can create and the means to deliver it. The Application Target activity provides the ability to specify a cloud location as a target activity. This feature is available in: Enterprise Premier Professional Express Steps to create an Application Target Activity 1. On the Adeptia Suite homepage, click the Develop tab. 2. Go to Services > Target and then click Application. The Manage Application Target screen is displayed (see Figure 49). Figure 49: Manage Application Target 7. Click the Create New link. The New Application Target screen is displayed. 8. Select the required type of application from the dropdown list and then click the Next button (see Figure 50). Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 38

39 Creating Application Target Activity Figure 50: New Application Target 9. Enter the name and description of the new Application Target in the textboxes Name and Description respectively. Figure 51: New Application Target 10. Click the Add Account button to include your target application account in the dropdown list. 11. Enter a name for your application account in the textbox. Your application account will appear in the list with this particular name. 12. Click the Continue button (see Figure 52). Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 39

40 Creating Application Target Activity Figure 52: Add Account 13. Enter your credentials and click the Sign-in button (see Figure 53). Figure 53: Dropbox Login 14. Click the Allow button to grant access for your account (see Figure 54). Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 40

41 Creating Application Target Activity Figure 54: Grant Access You may use the same application account in multiple activities, however, adding your account is required only for the first time. Once you add it, the next time you can simply choose your account from the Application Account dropdown list, without entering your credentials or allowing access every time. If you do not already have an application account, after clicking Continue button, you may click the Create an account link to register for the same (see Figure 53). To edit or delete your existing Application Accounts, please refer the Managing Application Accounts section. 15. You may click the Test button to verify a successful connection with your Application Account. This feature helps you to avoid the failure of this activity while executing the process flow. To test this activity, select an application account and click Test. If the Application Account specified in this activity exists, the test will be successful, otherwise it will give an error. 16. Click the Browse button of the Folder field to choose the folder location within your application account where you want to send data (see Figure 55). Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 41

42 Creating Application Target Activity Figure 55: Select Folder 17. Click the Submit button. 18. Enter the name of the target file in the textbox File Name. 19. If you want to append date and time stamp in the target file name, then select the date and time stamp from the dropdown list Time Stamp. 20. Click Advanced Properties to expand the hierarchy. All items in Advance Properties are displayed. To learn about Advanced Properties refer to Changing Advanced Properties section. 21. Click the Save button. Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 42

43 Managing Application Account MANAGING APPLICATION ACCOUNTS A list of application accounts is also displayed on the Application Accounts page, you can manage your application accounts from here. Through this page you may edit or delete the existing application accounts. Editing Application Accounts To edit an existing application account, follow the steps below: 1. Go to Services > Connector and then click Application Accounts. 2. On the Application Accounts page, click the Action field (see figure below). Figure 56: Application Accounts Page 3. Now click the Edit link. The Edit account screen displays. Figure 57: Edit Account 4. Click the Continue button. The Log in screen displays. Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 43

44 Managing Application Account Figure 58: Log in Screen 5. Log in and click the Authorize Button. 6. Now, click the Grant access to Box button. Figure 59: Grant Access Deleting Application Accounts To delete an existing application account, follow the steps below: 1. On the Application Accounts page, enable the checkbox to select the account that you want to delete. 2. Click the Delete icon. 3. Click OK. Adeptia Incorporation Adeptia Suite 6.2 Application Services Guide 44