Portal integration setup

Portal Integration Setup is the place where you can enable or disable integration of Microsoft Dynamics 365 Business Central with Xpand Portal as well as configure other general settings.

To perform the general portal integration setup

  1. In Microsoft Dynamics 365 Business Central, choose the  icon, enter Portal Integration Setup, and then select the related link.
  2. If the page is opened in the read-only mode, choose the  icon to make changes on the page.
  3. On the Integration FastTab, configure the general integration settings as described below:
    1. Enabled - Use this switch to enable or disable the integration of Microsoft Dynamics 365 Business Central with Xpand Portal:
      1. When you enable integration, choose Yes on the confirmation message that appears if you also want to have job queue entries that handle data synchronization automatically configured, unless they are present already, and set their status to Ready. If the required job queue entries are already present, only their status will be updated if necessary. If you choose No, you will need to configure the required job queue entries manually.
      2. When you disable integration, choose Yes on the confirmation message that appears if you also want to suspend the job queue entries that manage automatic data synchronization.
    2. Company Integration Code - Specifies the code of the Microsoft Dynamics 365 Business Central company that data from which will be used as data source for portal pages.
    3. Web Service URL - Specifies the URL of the web service through which communication with Xpand Portal will be handled: https://{domain}/sync/SyncService.svc where {domain} is the name of your portal domain.
    4. Client ID -  Specifies the ID of the Business Central client. This ID will be used to authorize communication between Xpand Portal and Business Central. The client ID is configured on the Xpand Portal side, in CMS, in Media > Portal Settings > OAuth & SSO settings. For a new installation of Xpand Portal and Xpand Portal Portal Connector, this client ID is pre-configured and should be DEMOID. If you install the connector for an existing portal, this ID may be different in your case.
    5. Client Secret - Specifies the secret (password) of the Business Central client. This secret will be used to authorize communication between Xpand Portal and Business Central. The client secret is configured on the Xpand Portal side, in CMS, in Media > Portal Settings > OAuth & SSO settings. Unless instructed otherwise, use the following client secret: abcABC123!

        Note

      The client ID and client secret are used as additional authentication for portal connection. In Xpand Portal CMS, in Media > Portal Settings > OAuth & SSO settings, the client is created, and its ID and secret (password) are filled in here in the connector. Then the portal checks this access and allows sending/receiving data to/from the portal through the connector. This was done to add even more security to connection between the ERP and the portal, so that only authorized clients have access to data transferring and receiving. 
    6. Log Preservation Period - Specifies the date formula that defines how much time should pass until the old portal integration log entries are cleared. For this setting to work, ensure that you also set up a job queue entry that clears the portal integration log. 
  4. On the Notification FastTab, configure notification for this integration:
    1. Notification Enabled - Use this switch to enable or disable notifications about issues, related to job queue entries that are used for automatic import and export of data during synchronization. Notifications include such information as the job queue entry(ies) that stopped running due to an error (have the status Error), the reason why they stopped running, and error text. Only job queue entries that handle import (codeunit 52137928) and export (codeunit 52137927) are verified. If notifications are enabled, specify the email(s) in the Notification Emails field to which the notifications will be sent. For this setting to work, set up a job queue entry for notifications.
    2. Notification Emails - Specifies one or multiple emails where notifications about issues, related to job queue entries that are used for automatic data synchronization, will be sent to. If you want to specify several emails, use the comma to separate them. 
  5. Choose Test Connection to test the connection to the portal and ensure your settings are valid.
  6. Close the page when ready.