salesforce chatter connector · pdf file install salesforce chatter connector on windows 14...

Salesforce Chatter Connector Software Version 12.4

Administration Guide

Document Release Date: October 2019 Software Release Date: October 2019

Legal notices

Copyright notice

© Copyright 2019 Micro Focus or one of its affiliates.

The only warranties for products and services of Micro Focus and its affiliates and licensors (“Micro Focus”) are set forth in the express warranty statements accompanying such products and services. Nothing herein should be construed as constituting an additional warranty. Micro Focus shall not be liable for technical or editorial errors or omissions contained herein. The information contained herein is subject to change without notice.

Documentation updates The title page of this document contains the following identifying information:

l Software Version number, which indicates the software version. l Document Release Date, which changes each time the document is updated. l Software Release Date, which indicates the release date of this version of the software.

To check for updated documentation, visit https://www.microfocus.com/support-and-services/documentation/.

Support Visit the MySupport portal to access contact information and details about the products, services, and support that Micro Focus offers.

This portal also provides customer self-solve capabilities. It gives you a fast and efficient way to access interactive technical support tools needed to manage your business. As a valued support customer, you can benefit by using the MySupport portal to:

l Search for knowledge documents of interest l Access product documentation l View software vulnerability alerts l Enter into discussions with other software customers l Download software patches l Manage software licenses, downloads, and support contracts l Submit and track service requests l Contact customer support l View information about all services that Support offers

Many areas of the portal require you to sign in. If you need an account, you can create one when prompted to sign in. To learn about the different access levels the portal uses, see the Access Levels descriptions.

About this PDF version of online Help This document is a PDF version of the online Help.

This PDF file is provided so you can easily print multiple topics or read the online Help.

Because this content was originally created to be viewed as online help in a web browser, some topics may not be formatted properly. Some interactive topics may not be present in this PDF version. Those topics can be successfully printed from within the online Help.

Administration Guide

Salesforce Chatter Connector (12.4) Page 2 of 90

https://www.microfocus.com/support-and-services/documentation/ https://softwaresupport.softwaregrp.com/ https://softwaresupport.softwaregrp.com/web/softwaresupport/access-levels

Contents

Chapter 1: Introduction 7 Salesforce Chatter Connector 7

Features and Capabilities 7 Supported Actions 8 Mapped Security 9 Display Online Help 9

Connector Framework Server 9

The IDOL Platform 11

System Architecture 12

Chapter 2: Install Salesforce Chatter Connector 14 System Requirements 14

Create an Application to Represent the Connector 14

Install Salesforce Chatter Connector on Windows 14

Install Salesforce Chatter Connector on Linux 17

Configure OAuth Authentication 18

Chapter 3: Configure Salesforce Chatter Connector 20 Salesforce Chatter Connector Configuration File 20

Modify Configuration Parameter Values 22

Include an External Configuration File 23 Include the Whole External Configuration File 24 Include Sections of an External Configuration File 24 Include Parameters from an External Configuration File 25 Merge a Section from an External Configuration File 25

Encrypt Passwords 26 Create a Key File 26 Encrypt a Password 27 Decrypt a Password 28

Configure Client Authorization 28

Register with a Distributed Connector 30

Set Up Secure Communication 31 Configure Outgoing SSL Connections 31 Configure Incoming SSL Connections 32

Backup and Restore the Connector’s State 33

Administration Guide

Salesforce Chatter Connector (12.4) Page 3 of 90

Backup a Connector’s State 33 Restore a Connector’s State 34

Validate the Configuration File 34

Chapter 4: Start and Stop the Connector 36 Start the Connector 36

Verify that Salesforce Chatter Connector is Running 37 GetStatus 37 GetLicenseInfo 37

Stop the Connector 37

Chapter 5: Send Actions to Salesforce Chatter Connector 39 Send Actions to Salesforce Chatter Connector 39

Asynchronous Actions 39 Check the Status of an Asynchronous Action 40 Cancel an Asynchronous Action that is Queued 40 Stop an Asynchronous Action that is Running 41

Store Action Queues in an External Database 41 Prerequisites 42 Configure Salesforce Chatter Connector 42

Store Action Queues in Memory 44

Use XSL Templates to Transform Action Responses 45 Example XSL Templates 46

Chapter 6: Use the Connector 47 Retrieve Information from Salesforce Chatter 47

Salesforce Chatter Documents 48

Schedule Fetch Tasks 48

Synchronize from Identifiers 50

Chapter 7: Manipulate Documents 51 Introduction 51

Add a Field to Documents using an Ingest Action 51

Customize Document Processing 52

Standardize Field Names 53 Configure Field Standardization 53 Customize Field Standardization 54

Run Lua Scripts 58

Administration Guide

Salesforce Chatter Connector (12.4) Page 4 of 90

Write a Lua Script 59 Run a Lua Script using an Ingest Action 60

Example Lua Scripts 61 Add a Field to a Document 61 Merge Document Fields 62

Chapter 8: Ingestion 63 Introduction 63

Send Data to Connector Framework Server 64

Send Data to Another Repository 65

Index Documents Directly into IDOL Server 66

Index Documents into Vertica 67 Prepare the Vertica Database 68 Send Data to Vertica 69

Send Data to a MetaStore 70

Run a Lua Script after Ingestion 71

Chapter 9: Monitor the Connector 73 IDOL Admin 73

Prerequisites 73 Install IDOL Admin 73 Access IDOL Admin 74

View Connector Statistics 75

Use the Connector Logs 76 Customize Logging 77

Monitor the Progress of a Task 78

Monitor Asynchronous Actions using Event Handlers 80 Configure an Event Handler 81 Write a Lua Script to Handle Events 82

Set Up Performance Monitoring 82 Configure the Connector to Pause 82 Determine if an Action is Paused 84

Set Up Document Tracking 84

Glossary 87

Send documentation feedback 90

Administration Guide

Salesforce Chatter Connector (12.4) Page 5 of 90

Page 6 of 90Salesforce Chatter Connector (12.4)

Administration Guide

Chapter 1: Introduction

This section provides an overview of the Micro Focus Salesforce Chatter Connector.

• Salesforce Chatter Connector 7 • Connector Framework Server 9 • The IDOL Platform 11 • System Architecture 12

Salesforce Chatter Connector

The Salesforce Chatter Connector is an IDOL Connector that retrieves content from Salesforce Chatter.

You can use the connector to keep IDOL up-to-date with information from Salesforce Chatter. The connector retrieves information and sends it to Connector Framework Server so that it can be indexed into IDOL or IDOL OnDemand.

After the documents are indexed, IDOL server automatically processes them, performing a number of intelligent operations in real time, such as:

l Agents

l Alerting

l Automatic Query Guidance

l Categorization

l Channels

l Clustering

l Collaboration

l Dynamic Clustering

l Dynamic Thesaurus

l Eduction

l Expertise

l Hyperlinking

l Mailing

l Profiling

l Retrieval

l Spelling Correction

l Summarization

l Taxonomy Generation

Features and Capabilities

The Salesforce Chatter Connector retrieves information from Salesforce Chatter.

Repository Salesforce Chatter

Data the connector can retrieve

The connector creates documents to represent the following:

Salesforce Chatter Connector (12.4) Page 7 of 90

l The authenticated user who owns the account you are indexing.

l Other users, but only if they are referenced by another ingested document.

l All groups that the user owns or is a member of.

l All files shared with the user, or that the user owns.

l All conversations that the user participates in.

l All entries in the user's news feed, with comments and like information.

For more information about the documents produced by the connector, see Salesforce Chatter Documents, on page 48.

Supported Actions

The Salesforce Chatter Connector supports the following actions.

Action Supported

Synchronize

Synchronize (identifiers)

Synchronize Groups

Collect

Identifiers

Insert

Delete/Remove

Hold/ReleaseHold

Update

Stub

GetURI

View

Administration Guide Chapter 1: Introduction

Salesforce Chatter Connector (12.4) Page