Retrieve Information from Records365

To automatically retrieve information from Records365, create a new fetch task by following these steps. The connector runs each fetch task automatically, based on the schedule that is configured in the configuration file.

To create a new Fetch Task

  1. Stop the connector.
  2. Open the configuration file in a text editor.
  3. In the [FetchTasks] section of the configuration file, specify the number of fetch tasks using the Number parameter. If you are configuring the first fetch task, type Number=1. If one or more fetch tasks have already been configured, increase the value of the Number parameter by one (1). Below the Number parameter, specify the names of the fetch tasks, starting from zero (0). For example:

    [FetchTasks]
    Number=1
    0=MyTask
  4. Below the [FetchTasks] section, create a new TaskName section. The name of the section must match the name of the new fetch task. For example:

    [FetchTasks]
    Number=1
    0=MyTask
    
    [MyTask]
  1. Ensure that the connector can authenticate by including the OAuth parameters in the configuration file. For example, the following line imports the relevant parameters from a file named oauth.cfg. This file is generated by the OAuth configuration tool that is supplied with the connector (see Configure OAuth Authentication).

    [MyTask] < "oauth.cfg" [OAUTH]

    For more information about importing parameters into a configuration file, see Include an External Configuration File.

  2. Set the following configuration parameters:

    Records365ApiUrl The base URL of the Records365 API.
    QueryText (Optional) The query text to use to select the items to retrieve through the Records365 API. Set this parameter to retrieve a subset of the available items.

    For example:

    [MyTask] < "oauth.cfg" [OAUTH]
    Records365ApiUrl=https://example.com/api
  3. (Optional) If a proxy server is required to access the repository, set the following parameters.

    ProxyHost The host name or IP address of the proxy server.
    ProxyPort The port of the proxy server.
    ProxyUsername (Optional) The user name to use to authenticate with the proxy server.
    ProxyPassword (Optional) The password to use to authenticate with the proxy server.
  4. Save and close the configuration file.

    You can now start the connector.