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Note: Activity Folders will still be running in the cloud but will connect to your local SuperOffice CRM environment using the NetServer Web Services via the internet.

Requirements

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• Your Remote NetServer Web Services need to be accessible from the internet;
• The NetServer Web Services have to use HTTPS;
• SuperOffice 8.2 R1 or higher;
• A SuperOffice CRM system user.

1. Prepare NetServer

If you are using Pocket CRM your NetServer Web Services have already been configured. You can move on to the next step.

If not, you have to make sure the option Expose NetServer web services in the CRM.web Configuration of the SuperOffice Web installation is ticked.

Also make sure to read the documentation on securely deploy SuperOffice onsite for the Web client: Deploy SuperOffice securely onsite | SuperOffice Docs

2. Verify NetServer

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For example: https://servername.yourcompany.com/SuperOffice/Remote/Services84/person.svc

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• SuperOffice

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If the Web Services are exposed correctly you see the following screen:

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3. Configure Activity Folders

You are now ready to configure Activity Folders using the following steps:

1. Sign up for a new Activity Folders account here: 
   https://my-activityfolders.infobridgeuniverse.com/Account/Registration;
2. Confirm your email address and login by choosing "LOGIN WITH PASSWORD"
3. Setup the connection to your SuperOffice environment. If you are not automatically redirected to the 'Setup Connection' page click on 'Account' and then on 'Connection' or visit the following page directly http://my-activityfolders.infobridgeuniverse.com/Manage/Connection and fill out the form:
   • For SO 8.2 R01 or newer - NetServer services URL: https://<address>/Remote/Services84/;
   • Username of a SuperOffice system user;
   • Password of the user;
   • Clicking save will verify the connection;

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Requirements (from May 11, 2022)

• SuperOffice version 8.4 R08 or newer;
• SuperOffice System User.
• SuperOffice Web API needs to be accessible from the internet through HTTPS;

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Activity Folders connects to your locally hosted SuperOffice installation. To do so, your SuperOffice installation needs to expose its Web API. This needs to be done in a secure way.
In the current SuperOffice installations, the Web API is switched on by default and may not need to be configured.

Security based on filtering IP addresses is possible; further down this page, you'll find the IP addresses that Activity Folders uses to connect to your SuperOffice instance.

If all is set up correctly you should be able to 'contact' the Web API by visiting this URL, where your you replace the obvious part with your (sub)domain.

• https://<your_SuperOffice_url>/api

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Details on how to expose and verify about configuring the Web API can be found here: https://docs.superoffice.com/authentication/webapi/enable-basic-authen/onsite/install/netserver/setup-rest.html
It might be a bit technical. If you are not able to perform the configuration and testing yourself, please contact your SuperOffice consultant.

2. Configure Activity Folders

You are now ready to configure Activity Folders using the following steps:

1. Sign up for a new Activity Folders account here: 
   https://my-activityfolders.infobridgeuniverse.com/Account/Registration;
2. Confirm your email address and login by choosing "LOGIN WITH PASSWORD"
3. Setup the connection to your SuperOffice environment. If you are not automatically redirected to the 'Setup Connection' page click on 'Account' and then on 'Connection' or visit the following page directly httphttps://my-activityfolders.infobridgeuniverse.com/Manage/Connection and fill out the form:
   • SuperOffice Web API URL (https://<your_SuperOffice_url>/api)
   • Username of a SuperOffice System User;
   • Password of the System User;
   • Clicking save will verify the connection;
     
     

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Other details

Activity Folders will use the following IP-addresses to connect to your environment:

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