IDP Admin Settings
Last updated
Last updated
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The intelligent document processing (IDP) settings allow ProcessMaker Administrators to connect to a ProcessMaker IDP instance. ProcessMaker Platform must be authenticated to a ProcessMaker IDP instance so that IDP connectors configured in business processes can process documents during Requests.
Follow these steps to view the IDP settings:
Ensure that you are logged on to ProcessMaker.
Click the Admin option from the top menu. The Users page displays.
Click the Settings icon from the left sidebar to view all settings.
From the Settings panel on the left, expand the Integrations section.
Select IDP to view the following details:
Setting: The Setting column displays the IDP Setting name.
Configuration: The Configuration column displays the value of the setting and how it is configured.
The following information is required to authenticate with ProcessMaker IDP:
Client ID: The client ID is the unique key for your ProcessMaker Platform instance to authenticate IDP connectors implemented in your ProcessMaker IDP instance.
Client secret: The client secret is the time-sensitive and private code that your ProcessMaker IDP instance acknowledges to authenticate IDP connectors when connecting.
Token URL: The token URL references the valid authentication token that authenticates IDP connectors when during authentication.
To locate the client ID and client secret, both of which are private to your organization, contact your Customer Success Manager.
Follow these steps to authenticate with ProcessMaker IDP.
Enter the integration key for your ProcessMaker IDP instance, and then click Save.
Enter the client secret for your ProcessMaker IDP instance, and then click Save.
Enter the URL that references the valid authentication token to your ProcessMaker IDP instance, and then click Save.
Click the Authorize Account button.
Prior to selecting the folders to store documents for intelligent document processing (IDP), ensure the following:
Folders (dossiers) exist in your ProcessMaker IDP instance. If they do not exist, you can create them through a request variable in the IDP Connector.
The indicator Not Authorized will be displayed beside the folder selection setting until your ProcessMaker IDP instance authenticates with the ProcessMaker Platform. After successful authentication, the indicator will change to Authorized.
Follow these steps to select IDP folders for storing documents uploaded in a Process:
Click Save.
Click the Edit icon to change a setting. For more information on different IDP configurations, see Configure IDP Settings.
Click the Copy to Clipboard icon to copy the value of a setting.
Click the Clear icon to clear the value of a setting.
See the permissions or ask your Administrator for assistance.
From the Client ID setting, click the Edit icon. The Client ID setting displays. This is a required setting.
From the Client Secret setting, click the Edit icon. The Client Secret setting displays. This is a required setting.
From the Host URL setting, click the Edit icon. The Host URL setting displays. This is a required setting.
From the Token URL setting, click the Edit icon. The Token URL setting displays. This is a required setting.
From the Select Available Folders setting, click the Edit icon. The Select available folders setting displays.
Click the drop-down menu to select one or more existing folders from which to store documents for processing. Click the Remove icon to remove an added folder.
