Salesforce Connector 12.11

# Install Salesforce Connector on Windows

To install the Salesforce Connector on Windows, use the following procedure.

To install the Salesforce Connector

1. Run the Salesforce Connector installation program.

   The installation wizard opens.

2. Read the installation instructions and click Next.

   The License Agreement dialog box opens.

3. Read the license agreement. If you agree to its terms, click I accept the agreement and click Next.

   The Installation Directory dialog box opens.

4. Choose an installation folder for Salesforce Connector and click Next.

   The Service Name dialog box opens.

5. In the Service name box, type a name to use for the connector’s Windows service and click Next.

   The Service Port and ACI Port dialog box opens.

6. Type the following information, and click Next.

   Service port | The port used by the connector to listen for service actions.
   ACI port | The port used by the connector to listen for actions.

   The License Server Configuration dialog box opens.

7. Type the following information, and click Next.

   License server host | The host name or IP address of your License server.
   License server port | The ACI port of your License server.

   The IDOL database dialog box opens.

1. In the IDOL database box, type the name of the IDOL database that you want to index data into, and click Next.

   The Proxy Server dialog box opens.

2. If you have installed the connector on a machine that is behind a proxy server, type the following information and then click Next.

   Proxy host | The host name or IP address of the proxy server to use to access the repository.
   Proxy port | The port of the proxy server to use to access the repository.
   Proxy username | The user name to use to authenticate with the proxy server.
   Proxy password | The password to use to authenticate with the proxy server.

   The Salesforce Authentication Type dialog box opens.

3. Choose how to authenticate with Salesforce.

   - To authenticate with a user name and password, click Username/Password and click Next. Then enter the Username, Password, and Security Token (a security token might be required if you are running the connector from an IP adddress that is not configured as a trusted IP address in your Salesforce settings) and click Next.
   - To authenticate with OAuth, click OAuth, and click Next. Then enter the application key and application secret that you obtained from Salesforce when you created an application to represent the connector. Ensure the redirect URL matches the redirect URL you specified in the OAuth application settings and click Next.

   The Connector Framework Server dialog box opens.

4. Choose whether to install a new CFS.

   - To install a new CFS, select the Install a new CFS check box and click Next.

     The Installation directory dialog box opens. Go to the next step.

   - To use an existing CFS, clear the Install a new CFS check box and click Next.

     The CFS dialog box opens. Type the Hostname and Port of your existing CFS. Click Next and go to step 16.

1. Choose an installation folder for the Connector Framework Server and then click Next.

   The Installation name dialog box opens.

2. In the Service name box, type a unique name for the Connector Framework service and click Next. The name must not contain any spaces.

   The CFS dialog box opens.

3. Type the following information, and click Next.

   Service port | The port used by CFS to listen for service actions.
   ACI port | The port used by CFS to listen for actions.

4. Type the following information and click Next.

   IDOL Server hostname | The host name or IP address of the IDOL server that you want to index documents into.
   ACI port | The ACI port of the IDOL server.

   The Pre-Installation Summary dialog box opens.

5. Review the installation settings. If necessary, click Back to go back and change any settings. If you are satisfied with the settings, click Next.

   The connector is installed.

1. Complete the installation procedure.

   - If you chose to authenticate with a user name and password, no further configuration is required. Click Next to complete the installation.

   - If you chose to authenticate with OAuth, you can run the OAuth tool, which obtains the access tokens necessary to retrieve information from Salesforce.

     - To run the OAuth tool, select the Run OAuth tool check box, and click Next.

       Your default web browser opens to the web site, so that you can authorize the connector to access Salesforce.

       After you authorize the connector, the OAuth tool obtains the access token from Salesforce and creates a file named `oauth.cfg`, in the connector's installation folder. This file contains the token(s) required by the connector to retrieve information from Salesforce. The default configuration automatically uses the token to authenticate with Salesforce because the parameters in `oauth.cfg` are included in the connector configuration (for information about how to include configuration parameters from other files, see Include an External Configuration File).

     - To finish installing the connector without running the OAuth tool, clear the Run OAuth tool check box and click Next. For information about how to run the OAuth tool at a later time, see Configure OAuth Authentication.

© Copyright 2022 Micro Focus or one of its affiliates
Version 12.11 | Last updated February 2022

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Product: IDOL Salesforce Connector 12.11

Topic Title: Install Salesforce Connector on Windows