The data source editor is the InterAction user that displays as the creator and editor of any information coming from the source system.
You can select any active or inactive InterAction administrator user with full permissions as the data source editor. However, to easily identify data maintained in the external system, create an inactive user specifically for this purpose. The inactive user does not reduce your license count.
For example, for an ongoing integration with your accounting system, you could create a user called Accounting System. Any information added to InterAction by the external system displays Accounting System in the Created By and Last Edited By fields in InterAction.
[A] Last edit information displays in several places in the Windows Client.
The data source editor also does not need any access rights to folders within InterAction.
To create a new user to use as the editor for a data source, follow these procedures:
- Create a User for a Data Source
- Set Up a User as an InterAction Administrator User
- Change the Data Source Editor for a Data Source
Create a User for a Data Source
Follow this procedure if you want to set up a new user to use with an Application Collaboration data source. You must be able to log into InterAction Administrator.
If you already have an existing user that you want to use, see Set Up a User as an InterAction Administrator User.
- Log into InterAction Administrator.
- From the main window entity list, double-click User Account and Group Configuration. Then choose User Accounts to open the Manage User dialog box.
- Choose New to open the New User dialog box.
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Enter the Account Name (user ID) and the Password information.
The ID should relate to the data source. For example, if you are setting up a user to use in integration with an accounting system, you could use the account name ACCOUNTING.
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Select the Account is disabled (Inactive) check box.
This user does not need to log into InterAction like a normal user.
Making the user inactive excludes the user from your license count and prevents anyone from using the account to log on to the InterAction Web Client or the Windows Client.
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Enter a name for the user in the First Name and Last Name fields.
This name should relate to the Application Collaboration data source. For example, you could just enter Accounting System in both the first and last name fields.
- Clear the Professional check box if it is selected.
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Leave the Contact Record area blank.
User contacts are only needed for people who are logging into the InterAction Windows Client or InterAction Web Client.
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Choose OK to save the user and close the New User dialog box.
Note that the new user might not display in the list of users in the Manage User dialog box if the filter is currently set to exclude Inactive users. To change the filter, choose the Filter button.
- Choose Close to close the Manage User dialog box.
- Choose Close to close the User Account and Group Configuration dialog box.
- Set up the new user as an InterAction administrator user.
Set Up a User as an InterAction Administrator User
Follow this procedure to make an InterAction user an administrator user. This is necessary if you want to use the user as the data source editor for a data source in InterAction Application Collaboration.
- From the main window entity list, double-click InterAction Administrator User to open the Manage InterAction Administrator User dialog box.
- Choose Add to open the Select Users dialog box.
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If necessary, change the user filter so the user displays in the list.
For example, if you are setting up an inactive user to use with Application Collaboration, select the Show Inactive Users link.
- Mark the user from the list of existing users and choose OK.
- Choose Close to close the Manage InterAction Administrator User dialog box. The added users can log into InterAction Administrator.
- Use Application Collaboration to change the data source to use the new user as the editor.
Change the Data Source Editor for a Data Source
- Log in to Application Collaboration.
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In the main view, select the data source, then choose Data Source > Edit.
Alternatively, you can choose the New/Edit Data Source toolbar button or right-click the data source and choose Edit.
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Under Editor, select the user you want to use.
- Choose OK to save the change.