External Systems

From Portal

This page is used to setup/maintain details to access external systems, for example mapping or EPOD systems.

NOTE: It is advisable NOT to change any of the values in this page

unless specifically instructed to do so by a member of the Aptean support team.

CORE-EXSYS-26.png

The user should first select the required module. This will then display a drop-down list of the available configurations for that module. The user should select the config they want and click on the Find button to display the configuration for that selection:

CORE-EXSYS-27.png

The user can then enter/amend the details such as Username/Password and URL. Some configurations will have a detail level to enter details against, for example Owners as show above.

Clicking on this button will take the user into the detail page, for example:

CORE-EXSYS-28.png

Additional details can be entered here, and the values will depend on what is required – contact Aptean support for details of which fields/values need to be entered for each external system.

NOTE: By default, details on this page will have a Format of "Not Set" – to enable, for example as displayed above, an owner to have a POD format, the user must change the Format from "Not Set" to one of the setup formats.

In this example, when a new owner is added to the system, this owner will NOT have a format set on this page until this is manually updated in this page.