[fix] remove integraton service reference from documentation
Saurabh
Nabin Hait
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@ -1,24 +0,0 @@
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#Setting up LDAP
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Lightweight Directory Access Protocol is a centralised access controll system used by many small medium scale organisations.
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By settings up LDAP service, you able to login to ERPNext account by using LDAP credentials.
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####Step 1: Create LDAP service
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`Explore > Setup > Integration Service`
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Make a new Integration Service and select `LDAP` as a service from dropdown then save the document.
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After saving a document, click on `LDAP Settings` button, to setup service.
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####Step 2: Setup LDAP service
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To enable ldap service, you need to configure parameters like LDAP Server Url, Organizational Unit, UID, Base Distinguished Name (DN) and Password for Base DN
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<img class="screenshot" alt="LDAP Settings" src="{{docs_base_url}}/assets/img/setup/integration-service/ldap_settings.png">
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####Step 3: Enable Service
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After setting up credentials on LDAP Settings, go back to LDAP Service record and enable it.
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While enabling, it will validate LDAP details and on successful validation, it will enables LDAP login option.
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<img class="screenshot" alt="LOGIN via LDAP" src="{{docs_base_url}}/assets/img/setup/integration-service/login_via_ldap.png">
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@ -1,45 +1,33 @@
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#Setting Up Dropbox Backups
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We always recommend customers to maintain backup of their data in ERPNext. he database backup is downloaded in the form of an SQL file. If needed, this SQL file of backup can be restored in the another ERPNext account as well.
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We always recommend customers to maintain backup of their data in ERPNext. The database backup is downloaded in the form of an SQL file. If needed, this SQL file of backup can be restored in the another ERPNext account as well.
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You can automate database backup download of your ERPNext account into your Dropbox account.
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####Step 1: Create Dropbox service
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To setup Dropbox Backup,
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`Explore > Integrations > Dropbox Settings`
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`Explore > Setup > Integration Service`
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Make a new Integration Service and select `Dropbox` as a service from dropdown then save the document.
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####Step 2: Activate
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After saving a document, click on `Dropbox Settings` button, to setup service.
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<img class="screenshot" alt="create dropbox service" src="{{docs_base_url}}/assets/img/setup/integration-service/create_service.png">
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####Step 3: Set Frequency
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####Step 1: Set Frequency
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Set Frequency to download backup in your Dropbox account.
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<img class="screenshot" alt="set frequency" src="{{docs_base_url}}/assets/img/setup/integration-service/setup-backup-frequency.png">
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<img class="screenshot" alt="set frequency" src="{{docs_base_url}}/assets/img/setup/integrations/setup-backup-frequency.png">
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####Step 4: Allow Dropbox Access
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####Step 2: Allow Dropbox Access
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After setting frequency and updating other details, click on `Allow Dropbox access`. On clicking this button, the Dropbox login page will open in the new tab. This might require you to allow pop-up for your ERPNext account.
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####Step 5: Login to Dropbox
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####Step 3: Login to Dropbox
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Login to your Dropbox account by entering login credentials.
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<img class="screenshot" alt="Login" src="{{docs_base_url}}/assets/img/setup/integration-service/dropbox-2.png">
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<img class="screenshot" alt="Login" src="{{docs_base_url}}/assets/img/setup/integrations/dropbox-2.png">
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####Step 6: Allow
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####Step 4: Allow
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On successfull login, you will find a confirmation message as following. Click on "Allow" to let your ERPNext account have access to your Dropbox account.
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On successful login, you will find a confirmation message as following. Click on "Allow" to let your ERPNext account have access to your Dropbox account.
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<img class="screenshot" alt="Allow" src="{{docs_base_url}}/assets/img/setup/integration-service/dropbox-3.png">
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####Step 7: Enable Service
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After generating access token, go back to Dropbox Integration Service record and check `enable`. This will enable backup auto-download.
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<img class="screenshot" alt="Allow" src="{{docs_base_url}}/assets/img/setup/integrations/dropbox-3.png">
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With this, a folder called "ERPNext" will be created in your Dropbox account, and database backup will start to auto-download in it.
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@ -51,14 +39,14 @@ With this, a folder called "ERPNext" will be created in your Dropbox account, an
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####Step 2:Create a new app
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<img class="screenshot" alt="Create new" src="{{docs_base_url}}/assets/img/setup/integration-service/dropbox-open-3.png">
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<img class="screenshot" alt="Create new" src="{{docs_base_url}}/assets/img/setup/integrations/dropbox-open-3.png">
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####Step 3: Fill in details for the app
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<img class="screenshot" alt="Create new" src="{{docs_base_url}}/assets/img/setup/integration-service/dropbox-open-1.png">
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<img class="screenshot" alt="Create new" src="{{docs_base_url}}/assets/img/setup/integrations/dropbox-open-1.png">
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-
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<img class="screenshot" alt="Create new" src="{{docs_base_url}}/assets/img/setup/integration-service/dropbox-open-2.png">
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<img class="screenshot" alt="Create new" src="{{docs_base_url}}/assets/img/setup/integrations/dropbox-open-2.png">
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####Step 4: Settings in Site Config
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@ -1,4 +1,4 @@
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dropbox-backup
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paypal-integration
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razorpay-integration
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dropbox-backup
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ldap-integration
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@ -0,0 +1,19 @@
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#Setting up LDAP
|
||||
|
||||
Lightweight Directory Access Protocol is a centralised access controll system used by many small medium scale organisations.
|
||||
|
||||
By settings up LDAP service, you able to login to ERPNext account by using LDAP credentials.
|
||||
|
||||
To setup LDAP,
|
||||
`Explore > Integrations > LDAP Settings`
|
||||
|
||||
#### Setup LDAP
|
||||
|
||||
To enable ldap service, you need to configure parameters like LDAP Server Url, Organizational Unit, UID, Base Distinguished Name (DN) and Password for Base DN
|
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|
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<img class="screenshot" alt="LDAP Settings" src="{{docs_base_url}}/assets/img/setup/integrations/ldap_settings.png">
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After setting up LDAP parameters, on login screen, the system enables **Login Via LDAP** option.
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<img class="screenshot" alt="LOGIN via LDAP" src="{{docs_base_url}}/assets/img/setup/integrations/login_via_ldap.png">
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@ -4,30 +4,24 @@ A payment gateway is an e-commerce application service provider service that aut
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A payment gateway facilitates the transfer of information between a payment portal (such as a website, mobile phone or interactive voice response service) and the Front End Processor or acquiring bank.
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####Step 1: Create PayPal service
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To setup PayPal ,
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`Explore > Integrations > PayPal Settings`
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`Explore > Setup > Integration Service`
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Make a new Integration Service and select `PayPal` as a service from dropdown then save the document.
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After saving a document, click on `PayPal Settings` button, to setup service.
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####Step 2: Setup payment service
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#### Setup PayPal
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To enable PayPal payment service, you need to configure parameters like API Username, API Password and Signature.
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<img class="screenshot" alt="PayPal Settings" src="{{docs_base_url}}/assets/img/setup/integration-service/paypal_settings.png">
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<img class="screenshot" alt="PayPal Settings" src="{{docs_base_url}}/assets/img/setup/integrations/paypal_settings.png">
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You also can set test payment environment, by settings `Use Sandbox`
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####Step 3: Enable Service
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After setting up credentials on PayPal Settings, go back to PayPal Service record and enable it.
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On enabling service, the system will create Payment Gateway record and Account head in chart of account with account type as Bank.
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On enabling service, the system will create Payment Gateway record and Account head in chart of accounts having account type as Bank.
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<img class="screenshot" alt="PayPal COA" src="{{docs_base_url}}/assets/img/setup/integration-service/paypal_coa.png">
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<img class="screenshot" alt="PayPal COA" src="{{docs_base_url}}/assets/img/setup/integrations/paypal_coa.png">
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Also it will create Payment Gateway Account entry. Payment Gateway Account is configuration hub from this you can set account head from existing COA, default Payment Request email body template.
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<img class="screenshot" alt="Payment Gateway Account" src="{{docs_base_url}}/assets/img/setup/integration-service/payment_gateway_account_paypal.png">
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<img class="screenshot" alt="Payment Gateway Account" src="{{docs_base_url}}/assets/img/setup/integrations/payment_gateway_account_paypal.png">
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After enabling service and configuring Payment Gateway Account your system is able to accept online payments.
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@ -39,20 +33,20 @@ AUD, BRL, CAD, CZK, DKK, EUR, HKD, HUF, ILS, JPY, MYR, MXN, TWD, NZD, NOK, PHP,
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#### Paypal Sanbox API Signature
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- Login to paypal developer account, <a href="https://developer.paypal.com/">PayPal Developer Account</a>
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- From **Accounts** tab. create a new business account.
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<img class="screenshot" alt="Payment Request" src="{{ docs_base_url }}/assets/img/setup/integration-service/setup-sanbox-1.png">
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<img class="screenshot" alt="Payment Request" src="{{ docs_base_url }}/assets/img/setup/integrations/setup-sanbox-1.png">
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- From this account profile you will get your sandbox api credentials
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<img class="screenshot" alt="Payment Request" src="{{ docs_base_url }}/assets/img/setup/integration-service/sanbox-credentials.png">
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<img class="screenshot" alt="Payment Request" src="{{ docs_base_url }}/assets/img/setup/integrations/sanbox-credentials.png">
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---
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#### PayPal Account API Signature
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- Login to PayPal Account and go to profile
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<img class="screenshot" alt="Payment Request" src="{{ docs_base_url }}/assets/img/setup/integration-service/api-step-1.png">
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<img class="screenshot" alt="Payment Request" src="{{ docs_base_url }}/assets/img/setup/integrations/api-step-1.png">
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- From **My Selling Tools** go to **api Access**
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<img class="screenshot" alt="Payment Request" src="{{ docs_base_url }}/assets/img/setup/integration-service/api-step-2.png">
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<img class="screenshot" alt="Payment Request" src="{{ docs_base_url }}/assets/img/setup/integrations/api-step-2.png">
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- On API Access Page, choose option 2 to generate API credentials
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<img class="screenshot" alt="Payment Request" src="{{ docs_base_url }}/assets/img/setup/integration-service/api-step-3.png">
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<img class="screenshot" alt="Payment Request" src="{{ docs_base_url }}/assets/img/setup/integrations/api-step-3.png">
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@ -4,28 +4,21 @@ A payment gateway is an e-commerce application service provider service that aut
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|
||||
A payment gateway facilitates the transfer of information between a payment portal (such as a website, mobile phone or interactive voice response service) and the Front End Processor or acquiring bank.
|
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####Step 1: Create Razorpay service
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To setup Razorpay,
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`Explore > Integrations > Razorpay Settings`
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`Explore > Setup > Integration Service`
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#### Setup Razorpay
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Make a new Integration Service and select `Razorpay` as a service from dropdown then save the document.
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After saving a document, click on `Razorpay Settings` button, to setup service.
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To enable Razorpay payment service, you need to configure parameters like API Key, API Secret
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<img class="screenshot" alt="Razorpay Settings" src="{{docs_base_url}}/assets/img/setup/integrations/razorpay_settings.png">
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####Step 2: Setup payment service
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To enable Razorpay payment service, you need to configure parameters like API Username, API Password and Signature.
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<img class="screenshot" alt="Razorpay Settings" src="{{docs_base_url}}/assets/img/setup/integration-service/razorpay_settings.png">
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####Step 3: Enable Service
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After setting up credentials on Razorpay Settings, go back to Razorpay Service record and enable it.
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On enabling service, the system will create Payment Gateway record and Account head in chart of account with account type as Bank.
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<img class="screenshot" alt="Razorpay COA" src="{{docs_base_url}}/assets/img/setup/integration-service/razorpay_coa.png">
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<img class="screenshot" alt="Razorpay COA" src="{{docs_base_url}}/assets/img/setup/integrations/razorpay_coa.png">
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Also it will create Payment Gateway Account entry. Payment Gateway Account is configuration hub from this you can set account head from existing COA, default Payment Request email body template.
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<img class="screenshot" alt="Payment Gateway Account" src="{{docs_base_url}}/assets/img/setup/integration-service/payment_gateway_account_razorpay.png">
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<img class="screenshot" alt="Payment Gateway Account" src="{{docs_base_url}}/assets/img/setup/integrations/payment_gateway_account_razorpay.png">
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After enabling service and configuring Payment Gateway Account your system is able to accept online payments.
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