DataBridge is also available for SuperOffice CRM On-Premise. There are some requirements the environment must meet and also there are additional configuration steps needed for the SuperOffice environment and DataBridge.
Note: DataBridge 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
- Your Remote NetServer Web Services need to be accessible from the internet;
- The NetServer Web Services have to use HTTPS;
- All SuperOffice version from 7.5 and 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, follow the steps in ‘Prepare Server’ in the SuperOffice documentation on configuring NetServer for Pocket CRM.
Also make sure to read the documentation on deploying NetServer securely: https://community.superoffice.com/en/technical/documentation/prepare/security/deploy-securely/
1.1. Additional steps for SuperOffice 8.0 or 8.1 or 8.2 R01
If you are using SuperOffice 8.0 or 8.1 or 8.2R01 some additional files need to be deployed on the SuperOffice web server. Extract Services75.zip (attached to the end of this article) to your 'Remote' folder of SuperOffice web or NetServer installation. The same folder should already contain a folder called Services80:
2. Verify NetServer
Verify the Remote NetServer installation by opening a browser and browsing to the web services:
http://<address>/Remote/Services<xx>/person.svc
Examples:
When using a SuperOffice version equal to or higher than 7.5 and lower than 8.2 R01: Use Services75
https://servername.yourcompany.com/SuperOffice/Remote/Services75/person.svc
When using a SuperOffice version equal to or higher than 8.2 R01 and lower than 8.4 R06: Use Services84
https://servername.yourcompany.com/SuperOffice/Remote/Services84/person.svc
When using a SuperOffice version equal to or higher than 8.4 R06: Use Services86
https://servername.yourcompany.com/SuperOffice/Remote/Services86/person.svc
If the Web Services are exposed correctly you see the following screen:
3. Configure DataBridge
You are now ready to configure DataBridge using the following steps:
- Sign up for a new DataBridge account here:
https://my-databridge.infobridgeuniverse.com/Account/Registration; - Confirm your email address;
- 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-databridge.infobridgeuniverse.com/Manage/Connection and fill out the form:
- Using a version of SuperOffice equal to or higher than 7.5 and lower than 8.2 R01 - NetServer services URL: http://<address>/Remote/Services75/;
- Using a version of SuperOffice equal to or higher than 8.2 R01 and lower than 8.4 R06 - NetServer services URL: http://<address>/Remote/Services84/;
- Using a version of SuperOffice equal to or higher than 8.4 R06 - NetServer services URL: http://<address>/Remote/Services86/;
- Username of a SuperOffice system user;
- Password of the user;
- Clicking save will verify the connection;
- New profiles will now automatically copy these default connection settings.
Other details
DataBridge will use the following IP-addresses to connect to your environment:
- 23.97.188.46
- 40.118.68.234
- 40.118.69.16
- 40.118.69.95
- 40.118.64.32