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Here we learn how to
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configure the Connect CERM integration,
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focusing primarily on its Connect
settings screen.
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So this screen allows you
to define the majority
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of the critical settings
for setting up this integration.
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However, will also briefly discuss
peripheral areas of Infigo,
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which may need to be set up in tandem.
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So the first thing we're going to do
is to navigate to the Connect
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settings screen, and here we must activate
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the Connect CERM integration plugin.
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So we have our step enabled Connect
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plugins over on the by the first
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field that we have available there.
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We just need to make sure
that Connect CERM
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is activated
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and then click on Save.
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Now we also need to make sure that Connect
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CERM is being utilized
to handle pricing information.
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So go down to the next field,
which is Connect plugin to handle price
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and make sure that you've got Connect CERM
selected
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from the dropdown list.
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So this setting ensures
CERM will be utilized
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for pricing displayed
within the storefront itself.
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And then click on Save. Once again.
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So next, we're going to navigate
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to our product management screen.
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So we must ensure that we have
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two required template products available.
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Now, generally,
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these will automatically be created
during the configuration of your platform.
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And I can see
that has happened in my case,
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and I've only just created
this particular storefront.
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However, if they're not created
automatically for whatever reason,
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and they can easily be manually created.
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So make sure you check
for those two template products.
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So the CERM integration requires
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two Infigo products
with the naming prefix of master.
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And then underscore.
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These are utilized
during the reordering process
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of CERM estimates or CERM products
where the CERM system
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may not have an Infigo product
to reference.
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So when you looking at the product
management screen, you should see
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and if you can't see them,
you should create two Infigo products.
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The names of both of these Infigo products
should start with Master Underscore.
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Anything after
that is personal preference.
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One of these Infigo products
should be a stock type product,
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which you could see
within the type column here.
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The reason
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for this is discussed in more detail
in a later tutorial.
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However, this will be used
when reordering some products,
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as there will be no dynamic element
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and a new artwork
will not be required to be submitted.
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The other master underscore in
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Infigo product
should be a multi-part product
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and this will be used
when reordering from CERM estimates.
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So this is because,
although most of the specification
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will remain the same, users will be able
to upload a new piece of artwork.
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And again, we'll discuss this
in more detail in a later tutorial.
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So once we've confirmed those
two products, we're going to navigate
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to our connector plug in screen.
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And this is where we begin
the configuration process of the Connect
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integration.
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So if I locate the CERM entry,
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your entries in here will be a lot shorter
than what I've got available.
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I'm going to highlight the CERM entry
and then go
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to configure on the same row.
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Now, most of the entries in this page
will be covered
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in a couple of different tutorials
at this particular time.
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We're just going to focus on this top
two series of entries here, which allows
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us to set up the initial configuration
of our connection between Infigo
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and CERM
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So a few entries that we need.
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One is the base URL.
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So this is the.
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So this is simply the base
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URL of your CERM instance,
which is obtained from CERM itself.
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Now I've got the relevant information
for our iteration of CERM
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over on another screen.
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So I'm just going to copy
and paste information.
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The next thing we need is a generic
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web user external ID.
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So CERM requires that every CERM estimate
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has to be connected to a user.
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In an ecommerce scenario, customers
are potentially accessing your storefront
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and looking at prices
without having access
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to an account
within Infigo or within CERM.
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In order to offer this capability,
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it's required to create a generic web
user on your CERM system, and this will be used
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for every storefront user
that access is without an account.
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When a non logged in user browses
your catalog,
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any CERM estimate called whilst
they browse your site will be created
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against the generic web user
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once the user is ready to log in
or register and place their order
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that CERM estimates will be cloned
and assigned to the newly logged in user.
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This ultimately means that anyone can view
the catalog or request
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estimates from CERM
without having to be logged in.
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So you must have created
a generic web user within your CERM system
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and then place the external
ID of that user into this field
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within the Infigo
Connect CERM configuration screen.
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Now the next thing
we need is our authentication details.
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So these are the authentication
details of your CERM system.
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Please note that this is authentication
using oauth as a system.
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So all of the information that we've got
here is in that particular
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format and terminology.
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So again, I'm just going to copy and paste
that information that I've got elsewhere
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on my screen.
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So we need a token endpoint.
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We need a client ID,
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client secret
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username
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and password.
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And all of this can be obtained
from your CERM instance.
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Now I'm just going to go ahead
and save that configuration
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and I want to test
whether my connection is now
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successful
based on the information that I've input.
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So I'm going to go back to my plugins
list up on the top right,
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top left of the screen, locate
my CERM entry
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and then on the right hand
side of that particular row,
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we have the ability to test connection
or check connection.
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We can see that I
have a message pop up in the bottom right
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hand corner which says
My particular connection was successful.
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If that was not successful,
it will come up as a red message box
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with some useful messaging
as to what the failure was.
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So I wasn't able to
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establish a connection.
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For example.
