Download and install the AMP files to connect to Salesforce.
Make sure you are running the correct versions of operating system and software before you install the AMP files. See Prerequisites for using Salesforce Connector for more information.
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Stop the Alfresco server.
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Browse to Hyland Community, download and unzip the Salesforce zip package.
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Copy the provided AMP files to the Alfresco
ampsandamps_sharedirectories.Copy this file to the
ampsdirectory:alfresco-content-connector-for-salesforce-repo-2.4.x.amp
Copy this file to the
amps_sharedirectory:alfresco-content-connector-for-salesforce-share-2.4.x.amp
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To install the AMP files, run the
apply_amps.batfile from the Alfrescobindirectory.Check the output from the script to ensure that the AMP files have installed successfully.
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Restart the Alfresco server.
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If you are running Alfresco One 5.1 or later, check for any
Aikau * Module Config.xmlfiles, and delete them.Use the Node Browser (
http://host:port/alfresco/s/enterprise/admin/admin-nodebrowserfor Alfresco One 5.0 andhttp://host:port/alfresco/s/admin/admin-nodebrowserfor Alfresco One 5.1) using thisxpath:/app:company_home/st:sites/cm:surf-config/cm:module-deployments -
Locate the
share-config-custom.xml.samplefile.This sample configuration file is shipped with in Salesforce zip file and shows the required rules (and properties) that need to be added to the
CSRFPolicyto allow Salesforce logouts.-
If you are using Alfresco Share as your service provider, and you have custom
CSRFPolicyconfigurations in your installation, copy and paste theSALESFORCE SPECIFIC CONFIGsection of the sample file into your customCSRFPolicyfilter, and save. -
If you have a
share-config-custom.xmlfile in your Alfresco Share installation, merge the contents ofshare-config-custom.xml.sampleinto yourshare-config-custom.xmlfile, and save. -
Alternatively, if you do not have a
share-config-custom.xmlin your Alfresco Share installation, renameshare-config-custom.xml.sampletoshare-config-custom.xml. -
Review the details in the
CSRFPolicysection for accuracy.
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Test that the AMPs have been applied successfully.
Using your administrator logon, go to:
http://localhost:8080/alfresco/s/enterprise/admin/admin-salesforcewhere
localhostis your Alfresco host name, and8080is your port number. You'll see the Salesforce settings that you will need to link Alfresco to Salesforce. -
Create a new site to hold your Salesforce content.
Log on to Alfresco:
http://localhost:8080/sharewhere
localhostis your Alfresco host name, and8080is your port number. Follow these instructions: Creating sites. You can use this as your default site for Salesforce.