Proxy Configuration

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The Proxy Web Part is configurable in two parts:

 

•Shared settings are used for appearance and behavior settings and for the connection to the PerfectForms™ portal web service.
•Personal settings are used for user credentials.

 

Accessing Shared Settings

 

Document Icon
1.Locate your user name in the top right portion of the page and click on the down-arrow beside it to display a drop-down menu. Select the Show Shared View option.

  Accessing Shared Settings - Show Shared View Option

 
2.You can now edit the page.

    Accessing Shared Settings - Edit Page Option

 
3.You can also use the Web Part menu to enter the Modify Shared Web Part mode.

    Accessing Shared Settings - Modify Shared Web Part Option

 

 

 

Shared Settings

 

Proxy Configuration - Shared Settings

Area

Description

PerfectForms™ Portal URL

This is the URL of the PerfectForms™ portal web service. On-Demand customers should obtain this from your supplier; On-Premise customers will find portal.asmx in the API folder on their PerfectForms™ server (e.g. http://perfectforms.mydom.com/PerfectForms/api/portal.asmx).

 

PerfectForms™ Account Name

This is your company's account name on the PerfectForms™ server. On-Demand customers should obtain this from your supplier; On-Premise customers will probably have an account called Default (this can be determined through the PerfectForms™ administration interface).

 

Email Address

Leave this blank in Shared Settings.

 

Password

Leave this blank in Shared Settings.

 

 

 

 

 

Personal Settings

 

These will need to be set for each user. If they are not set, a Login form will be displayed. If they need to be changed for any reason, you can do so using the Personalize this Page option. With the user logged in, browse to the page and either edit the page or use the Web Part menu to edit the web part. You will see a configuration form that contains only those settings that can be personalized.

 

Proxy Web Part - Personal Settings

Area

Description

Email Address

Enter the user's e-mail address used to log into PerfectForms™.

Password

Enter the user's PerfectForms™ password.

 

 

 

Updated: 06/12/2011  Page url: http://www.perfectforms.com/Documentation/manual/html/?qs_proxy_configuration.htm
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