SPS Action: Synergize Connection

The Synergize Connection Action allows you to connect to the Synergize system, so that you can execute processes that rely on information stored or provided by Synergize.

Synergize.ProcessServer.Actions.Core.dll

v 1.0.0.15 SP38

Activity

Type

Description

Bindable

Name

Sting

Name of the action.

False

Description

String

Description of the action. Max 255 characters.

False

Enabled

Boolean

True or False

False

Activity

Type

Description

Bindable

Name

String

Name of the action.

False

Description

String

Description of the action. Max 255 characters.

False

Enabled

Boolean

True or False

False

Connection Parameters

Configuration Menu

Select Browse (the ellipse... icon) in the entry field and enter the username and password. Click Connect, select a Synergize server, and and select a repository connection for this process.

False

Server

String

Displays the selected Synergize Server. Disabled (grayed out) by default.

False

Repository

String

Displays the selected Synergize Repository. Disabled (grayed out) by default.

False

Username

String

Displays the selected username. Disabled (grayed out) by default.

False

Password

String

Displays the hidden password. Disabled (grayed out) by default.

False

Document View

Drop-down list

Document View to use for the repository connected to

False

Timeout

Numeric

Populated by default with 1 minute and 30 seconds and is editable

False

WebServiceUrl

String

Populated by default with the configured webserviceurl

False

  1. In Administrative Tools, launch the Synergize Process Designer.

  2. In the Enterprise Overview panel, right-click the Synergize Processes node and choose Create Process from the context menu.

  3. Select the new process titled Untitled.

  4. In the Properties window, name the new process Synergize_Connection.

  5. In the Toolbar, save the process.

  6. Add the following actions to the canvas:

    1. Trigger | Delayed Execution | (name) Delay10Sec

      Action

      Name

      Delay10Sec

      Enabled

      True

      Timeout Duration

      00:00:10

      Binding

      none

    2. Synergize Actions | Synergize Connection | (name) ConnectToSynergize

      Action

      Name

      ConnectToSynergize

      Enabled

      True

      ConnectionParameters

      Will display the connection details you have configured

      DocumentView

      Select the Document View if enabled

      Timeout

      00:01:30

      WebServiceUrl

      The WebService URL for Synergize is automatically displayed here

  7. Select the Browse... button.

  8. Enter the Synergize Username and Password to connect to the Repository. Use the PrimaryUser account to connect to all repositories because the password rarely changes and the account typically has Admin level access to all documents.

  9. Click the Connect button.

  10. Select the repository from the pull-down menu.

  11. Click OK.

  12. Save the process.

  1. In the Enterprise Overview panel, right-click the Synergize Processes node and choose Process Overview from the context menu.

  2. In the Process Status panel, click the Play button.

  3. Monitor your results in the Activity Log panel, to ensure that your Synergize Connection action is logged.