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Salesforce Chatter Connector Software Version 12.4
Document Release Date: October 2019 Software Release Date: October 2019
© Copyright 2019 Micro Focus or one of its affiliates.
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Salesforce Chatter Connector (12.4) Page 2 of 90
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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
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
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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
Send documentation feedback 90
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Page 6 of 90Salesforce Chatter Connector (12.4)
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 Automatic Query Guidance
l Dynamic Clustering
l Dynamic Thesaurus
l Spelling Correction
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.
The Salesforce Chatter Connector supports the following actions.
Administration Guide Chapter 1: Introduction
Salesforce Chatter Connector (12.4) Page