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Understand what external integrations to CDATA drivers are and how add them to your server environment.
Understand what CDATA External Integrations are and how they connect to third-party applications and services.
CDATA integrates with a large library of third-party applications and services, including the following:
DocuSign
GitHub
Microsoft Excel
Slack
ProcessMaker Platform simplifies integration with CDATA's drivers that seamlessly synchronize real-time data and streamline integration management.
ProcessMaker Platform integrates with CDATA's drivers in the following manner:
Administrators add a supported CDATA driver from Settings. Thereafter, configure authentication for that external integration.
Process Designers see the CDATA External Integration like any other Process model object. They add the external integration to their Process model, and then configure it for that object.
Manage your CDATA External Integration settings.
View all settings for the data integration with CDATA external data apps.
Display all CDATA External Integration settings in one location. This makes it easy to manage these settings.
Your user account or group membership must have the "Settings: View Settings" permission to view External Integration settings unless your user account has the Make this user a Super Admin setting selected.
See the Settings permissions or ask your Administrator for assistance.
Follow these steps to view all CDATA External Integration settings to synchronize users in your organization:
Ensure that you are logged on to ProcessMaker Platform.
Click the Admin option from the top menu. The Users page displays.
Click the External Integrations tab. The External Integrations tab displays all authorized External Integrations.
The External Integrations tab displays the following information in tabular format about External Integrations settings:
Setting: The Setting column displays the CDATA setting name.
Configuration: The Configuration column displays if a driver has been authorized.
Use the Search setting to filter CDATA settings that display.
Click the +Driver button. See Add a Driver.
Click the Settings iconfrom the left sidebar. The Settings page displays a tab for each setting.
Click the Edit icon. See Configure an External Registration.
Click the Copy to Clipboard icon. See Copy an External Registration.
Click the Delete icon. See Remove an External Registration.
Filter all CDATA External Integrations in your server to find that one you need.
Use the Search function to filter all External Integration from the External Integration page based on your entered text.
Your user account or group membership must have the "Settings: View Settings" permission to search External Integration unless your user account has the Make this user a Super Admin setting selected.
See the Settings permissions or ask your Administrator for assistance.
Follow these steps to search for a CDATA External Integration:
​View your External Integrations. The External Integrations tab displays.
In the Search setting, enter the Setting name to filter by External Integration name.
Add a CDATA driver of an external registration.
Use the +Driver button to add a driver of a CDATA External Registration.
Follow these steps to add a CDATA driver for an External Registration:
From the Select a Driver dropdown, select one of the following CDATA drivers:
DocuSign
GitHub
Slack
Microsoft Excel
Click Add Driver.
Click the Search iconor press enter. The CDATA External Integrations display that match your entered text.
See the permissions or ask your Administrator for assistance.
​. The External Registrations tab displays.
Click the +Driver button. The Add Driver window displays.
Click the Edit icon. See .
Configure general information about a CDATA External Integration.
Configure the following External Registrations as necessary:
Configure credentials to connect to the CDATA External Integration for GitHub.
Your user account or group membership must have the "Settings: Update Settings" permission to edit External Integrations unless your user account has the Make this user a Super Admin setting selected.
See the Settings permissions or ask your Administrator for assistance.
Before proceeding, ensure that you have the client ID and client secret from your registered GitHub driver.
Follow these steps to connect to the GitHub server:
View your CDATA External Integrations. The External Integrations tab displays.
In the Client ID setting, enter the client ID from your registered GitHub driver. If testing GitHub to get the client ID, see Creating an OAuth app.
In the Client Secret setting, enter the client secret from your registered GitHub driver. If testing GitHub to get the client secret, see Creating an OAuth app.
In the Repository Name setting, enter the GitHub repository name to restrict query results.
In the User Login setting, enter the GitHub user name to restrict query results.
Click Authorize. If authorization is successful, the External Integrations page lists GitHub as authorized.
Click the Edit iconfor the GitHub setting. The GitHub screen displays.
Use the copy icon to copy the URL from the Redirect URL setting, and then provide it to your OAuth identity provider.
Configure credentials to connect to the CDATA External Integration for DocuSign.
Your user account or group membership must have the "Settings: Update Settings" permission to edit External Integrations unless your user account has the Make this user a Super Admin setting selected.
See the Settings permissions or ask your Administrator for assistance.
Before proceeding, ensure that you have the client ID and client secret from your registered DocuSign driver.
Follow these steps to connect to the DocuSign server:
View your CDATA External Integrations. The External Integrations tab displays.
In the Client ID setting, enter the client ID from your registered DocuSign driver. If testing DocuSign to get the client ID, see Enable OAuth for Connect.
In the Client Secret setting, enter the client secret from your registered DocuSign driver. If testing DocuSign to get client secret, see Enable OAuth for Connect.
Enable Use Sandbox if you are using a sandbox account.
Click Authorize. If authorization is successful, the External Integrations page lists DocuSign as authorized.
Configure credentials to connect to the CDATA External Integration for Slack.
Your user account or group membership must have the "Settings: Update Settings" permission to edit External Integrations unless your user account has the Make this user a Super Admin setting selected.
Before proceeding, ensure that you have the client ID and client secret from your registered Slack driver.
Follow these steps to connect to the Slack server:
Click Authorize. If authorization is successful, the External Integrations page lists Slack as authorized.
Click the Edit iconfor the Docusign setting. The DocuSign screen displays.
Use the copy icon to copy the URL from the Redirect URL setting, and then provide it to your OAuth identity provider.
See the permissions or ask your Administrator for assistance.
.
. The External Integrations tab displays.
Click the Edit iconfor the Slack setting. The Slack screen displays.
In the Client ID setting, enter the client ID from your registered Slack driver. If testing Slack to get the client ID, see .
In the Client Secret setting, enter the client secret from your registered Slack driver. If testing Slack to get the client secret, see .
Use the copy icon to copy the URL from the Redirect URL setting, and then provide it to your OAuth identity provider.
Configure credentials to connect to the CDATA External Integration for Microsoft Excel.
Your user account or group membership must have the "Settings: Update Settings" permission to edit External Integrations unless your user account has the Make this user a Super Admin setting selected.
See the Settings permissions or ask your Administrator for assistance.
Before proceeding, ensure that you have the client ID and client secret from your registered Microsoft Excel driver.
Follow these steps to connect to the Microsoft Excel server:
View your CDATA External Integrations. The External Integrations tab displays.
In the Client ID setting, enter the client ID from your registered Microsoft Excel driver. If testing Microsoft Excel to get the client ID, see Add a client ID and client secret.
In the Client Secret setting, enter the client secret from your registered Microsoft Excel driver. If testing Microsoft Excel to get the client secret, see Add a client ID and client secret.
From the Connection Type dropdown, select the service for storing and retrieving Microsoft Excel files such as Amazon S3, Azure Blog Store, Box, Dropbox, Google Cloud Storage, Google Drive, OneDrive, or SharePoint REST.
In the URI setting, enter the Uniform Resource Identifier (URI) for the Microsoft Excel resource location.
Click Authorize. If authorization is successful, the External Integrations page lists Microsoft Excel as authorized.
Copy to clipboard a CDATA External Integration.
Copy to clipboard CDATA External Integration configurations to have this information in another environment or for testing purposes.
Follow these steps to copy CDATA External Integration configurations:
Click the Edit iconfor the Microsoft Excel setting. The Microsoft Excel screen displays.
Use the copy icon to copy the URL from the Redirect URL setting, and then provide it to your OAuth identity provider.
See the permissions or ask your Administrator for assistance.
​. The External Integrations tab displays.
Click the Copy to Clipboard iconfor your CDATA External Integration settings to copy. The following message displays: The setting was copied to your clipboard.
Delete a CDATA External Integration configuration.
Your user account or group membership must have the "Settings: Update Settings" permission to remove values of an External Integration unless your user account has the Make this user a Super Admin setting selected.
See the Settings permissions or ask your Administrator for assistance.
Deleting a CDATA External Integration cannot be undone.
Follow these steps to delete a CDATA External Integration:
​View your External Integrations. The External Integrations tab displays.
Click Confirm to delete the CDATA External Integration.
Click the Delete iconfor your External Integration. The Caution! window displays.