Link Generator API Admin Guide 9.0.x

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OVERVIEW

The Link Generator API Admin Console can only be accessed by Content Manager Administrators or Records Managers.

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GENERAL

General settings for the application will be displayed here.
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IMPORTING AND EXPORTING SETTINGS

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Click the Export Settings button to download a zip file of the current CM2WebShare JSON settings files.

Click the Import Settings button to import CM2WebShare JSON settings files to the application.

DOWNLOAD LOGS

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Click on the Download Logs button to download a zip file containing the CM2WebShare log files.

ADMIN WHITELIST

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Input the name of the user to be whitelisted to allow administrator rights for accessing Link Generator API. Click on the Save button to save changes.

LINK TESTING WHITELIST

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Input the name of the user to be whitelisted to allow rights for accessing the link testing functionality of Link Generator API. Click on the Save button to save changes.

Temporary Link Testing Whitelist

Whitelisting to the Link Tester application will be revoked at 5:30pm every day.

UPDATING THE CONNECTION DETAILS

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Name Description
Dataset ID The 2-character Content Manager dataset identifier
CM Service API URL The URL of the Content Manager Service API instance
Temp Path Path where temporary files and logs are stored

APPEARANCE

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PRIMARY BACKGROUND COLOUR

Click Pick Colour to select the background colour for the header and footer.
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PRIMARY FONT COLOUR

Click Pick Colour to select the font colour for the header and footer.
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LOGO

To change the Logo, drag and drop the image to the Upload New Logo drop zone.
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Click on the Upload button to save the changes.

Image Formatting and File Size

We recommend that the image dimensions and file size are optimised to ensure there are no long load times introduced for excessively large images. Optimal naming conventions for images excludes the use of punctuation and special characters including underscores or dashes.

EMAIL

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Settings are configured for the generation and sending of emails from CM2WebShare to the nominated users.

Name Description
Mail Host Email server address.
Mail Port The Email server port.
Send From The nominated sender e-mail address
License Expiry A comma separated list of email address who will receive the license expiry e-mail notification.
Statistics A comma separated list of email address who will receive the monthly statistics report showing the monthly usage of Link Generator API.

LICENSE EXPIRY EMAILS

A license expiry notification will be sent 60, 30, 10, 5, 4, 3, 2 and 1 day(s) before the license expires. The email will be sent to the provided License Expiry Contacts. Multiple contacts can be added by adding ';' after each contact
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STATISTICS EMAILS

An email will be sent monthly showing the monthly usage of CM2WebShare to the Statistics contacts provided. Multiple contacts can be added by adding ';' after each contact.
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Click the Send Stats Email button to send the statistics email.
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LICENSE

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Displays information about the currently configured license and when it will expire. For detailed instructions on updating a license please see the LICENSE UPDATE GUIDE

LINK

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PUBLIC RESTRICTION

Restrict the display of records to public records only. If a record does not have the selected Boolean additional field enabled to 'YES', the link will fail to return a result for display / use.

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If enabled, the restriction will be enforced.

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Any Boolean field required for the restriction check in Link Generator.

LEGACY LINKS

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All links generated with Link Generator are fully encrypted. Links that do not follow the format generated are legacy links. By default on install, legacy links not supported.

To support the use of legacy links, enable the Legacy Link Support checkbox. If disabled, any old links will need to be re-generated with Link Generator.

GENERATE NOTES

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Upon executing a link by Link Generator API, a note will be generated on the Content Manager record. The note will indicate actions have occurred on the record.

Each link type can be selected to generate a note.

If the link type is disabled, no note will be generated when the link is executed.

LOGIN

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If requiring explicit windows authentication for the Content Manager connection of Link Generator API, provide the login details of the appropriate account that will connect into Content Manager.

If this is not required, leave these fields blank, and the API will impersonate as the connected user.