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Server Setup for enabling HTTP-XML API
There are essentially 2 ways of interacting with the remote CRM Server. The server allows a CRM user to connect to the server remotely and perform data operations on the server. An external client can also connect to ConcourseSuite and perform data operations. Both the external user and client are required to authenticate with the server before being allowed to perform operations.
CRM User Mode
An Administrator can configure a CRM User's access to the XML API by setting the User's \ property to true/false. By default all CRM User's are allowed to access the API. This allows for Offline and Mobile clients to access a user's own CRM data.
Note: When a user is communicating with the XML API, the 'code' property sent as part of the authentication token, should correspond to the user's MD5 Hash of the password. This code will be compared with the user's password in the CRM to validate the user.
Client Mode
Every external client application that needs remote access to ConcourseSuite, should have a corresponding \ record. HTTP-XML API Client Manager allows a CRM Administrator to manage Clients. The admin can add new clients using this interface when required.
The following Client properties are of importance and need to be provided:
- type = any arbitrary name that describes the client
- version = any arbitrary name that describes the version of the client
- enabled = set to 'true' if client needs to be allowed access
- code = a string or token that the client will use during authentication
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