Portal for Support Agents

SQL data source

This article is intended for the Network Administrator tasked with aiding the initial setup using rules with external data sources.

Knowledge of the data source's authentication details will be required.

Data sources

• Microsoft Dynamics
• Oracle
• Microsoft SharePoint
• SQL data sources

How to configure

1. Request new license key.
2. The license key activates the integration module:

3. Add data source:

4. Select rules:

5. Setup rules for email signature deployment:

How to refresh a data source

You need to refresh the data source if you have made changes to the field names, added or removed fields from your view, table or stored procedure.

Amin console --> Modules -->Integration -->Manager.

Select the source you wish to refresh, click 'verify' and reselect the 'Name of field identifying users'. Then Save it.

Now the data source is refreshed. If you were working on a signature that was using this data source, then please reselect and now the source is refreshed.

Note: Remember to refresh the data source every time you have made changes as described. It is done this way to improve performance when you run sign.exe

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