Records365 Connector 23.4

# Retrieve Information from Records365

To automatically retrieve information from Records365, create a new fetch task by following these steps. The connector runs each fetch task automatically, based on the schedule that is configured in the configuration file.

To create a new Fetch Task

1. Stop the connector.
2. Open the configuration file in a text editor.

3. In the `[FetchTasks]` section of the configuration file, specify the number of fetch tasks using the `Number` parameter. If you are configuring the first fetch task, type `Number=1`. If one or more fetch tasks have already been configured, increase the value of the `Number` parameter by one (1). Below the `Number` parameter, specify the names of the fetch tasks, starting from zero (0). For example:

       [FetchTasks]
       Number=1
       0=MyTask

4. Below the `[FetchTasks]` section, create a new TaskName section. The name of the section must match the name of the new fetch task. For example:

       [FetchTasks]
       Number=1
       0=MyTask

       [MyTask]

1. Ensure that the connector can authenticate by including the OAuth parameters in the configuration file. For example, the following line imports the relevant parameters from a file named `oauth.cfg`. This file is generated by the OAuth configuration tool that is supplied with the connector (see Configure OAuth Authentication).

       [MyTask] < "oauth.cfg" [OAUTH]

   For more information about importing parameters into a configuration file, see Include an External Configuration File.

2. Set the following configuration parameters:

   `Records365ApiUrl` | The base URL of the Records365 API.
   `QueryText` | (Optional) The query text to use to select the items to retrieve through the Records365 API. Set this parameter to retrieve a subset of the available items.

   For example:

       [MyTask] < "oauth.cfg" [OAUTH]
       Records365ApiUrl=https://example.com/api

3. (Optional) If a proxy server is required to access the repository, set the following parameters.

   `ProxyHost` | The host name or IP address of the proxy server.
   `ProxyPort` | The port of the proxy server.
   `ProxyUsername` | (Optional) The user name to use to authenticate with the proxy server.
   `ProxyPassword` | (Optional) The password to use to authenticate with the proxy server.

4. Save and close the configuration file.

   You can now start the connector.

Copyright 2023 Open Text
Version 23.4 | Last updated September 2023

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Product: IDOL Records365 Connector 23.4

Topic Title: Retrieve Information from Records365