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 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 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.
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.
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.
See the permissions or ask your Administrator for assistance.
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. 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.
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.