PDF Install the Accellion Plugin for Salesforce

Install the Accellion Plugin for Salesforce

The Accellion plugin enables your customer support team to simply and efficiently exchange large, sensitive files with their customers--without leaving their Salesforce workflow. Lock down security, enforce governance policies, and maintain complete control of your own secure file storage infrastructure outside the Salesforce cloud. Setting up the plugin involves the following steps:

a. AppExchange ? install the plugin. b. Get a Trial Accellion kiteworks Server ? request a trial server if you do not have an existing system. c. Accellion Server Admin ? enable Salesforce clients and get the trust credentials. d. Salesforce Admin Setup ? configure the plugin's connection to the Accellion server, user authentication and

page layout. Steps A and D require a Salesforce Administrator role. Step C requires an Accellion Application Admin role, which is provided with your trial. For help, please visit Learn more about Accellion's Secure Salesforce Plugin

Let's go!

A. AppExchange ? Install the Plugin

If you have not already done so, open Accellion's Salesforce AppExchange Listing, and click Get It Now to install the plugin.

B. Get a Trial Accellion kiteworks Server

An Accellion server provides the secure file sharing services required by the plugin. If you already have one you want to use, skip to Step C. If you need one, follow these steps: 1 Submit your trial request. 2 Wait a short time for your server to build. 3 Receive your Getting Started email from provisioning@ and follow the instructions to access your

trial server.

C. Accellion Server Admin ? Configure for Salesforce

1 Go to your kiteworks server and access the kiteworks admin UI page. Click on Application > Client Management kiteworks Applications > Plugins > kiteworks for Salesforce.

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2 Make sure that the plugin button is turned ON (green) in the Status column. 3 Select Generate a random key. Click Save.

4 On clicking save, a key gets generated and displays in the box. The Signature Key option sets to Do not change signature key. Optionally, if you already have a key, you can select Manually enter key and enter the key in the field below. If you would like to change the Access Token Lifetime or Refresh Token Lifetime, select Do not change signature key.

5 Click Copy Signature Key.

6 You will need to populate the Accellion Secret field with this Signature Key you just copied in the next section.

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D. Salesforce Admin Setup

Once you have installed kiteworks for Salesforce, the following Installed Packages page displays. 1 Click on the Configure link for kiteworks as shown below.

The Accellion Settings page displays. You will configure the Accellion Server Address and the Accellion Secret key on this page.

2 Configure your kiteworks server address. In the Server Address field, key in the domain name of your kiteworks installation, for example, yourcompany.. From this Accellion Settings page you can access the Salesforce plugin installation guide by clicking on Get the install guide. You can also get a free trial to learn more about the plugin by clicking Get a free trial or you can contact Accellion Support by clicking support@ as shown in the screen capture below.

Note

The Accellion Server Address field will only display for the plugin package "Accellion for Salesforce version 1.4" and up. For the older version "Accellion for Salesforce version 1.3", the kiteworks Server Address field will display.

Note

If you are configuring the Free Trial version you would have received your Getting Started email from provisioning@ giving you the Admin URL, Username and Temporary Password. The Admin URL: given in the email should be used excluding the https:// and admin.

3 Paste the key which you copied in the previous section in the Accellion Secret field.

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Note

The Accellion Secret field will only display for the plugin package "Accellion for Salesforce version 1.4" and up. For the older version "Accellion for Salesforce version 1.3", the kiteworks Secret field will display.

4 Click Save Settings.

Set Up Authentication

Authentication

After installation the Admin will need to configure the kiteworks for Salesforce plugin so it can be used within their Salesforce organization.

Seamless Authentication to kiteworks for Salesforce By default users may self-authorize. If you self-authorize a window displays asking for permissions to run the Salesforce plugin, but the Admin may turn on Seamless Authentication, in this case the users may start using the plugin without any additional steps. The Admin should perform the following steps for seamless authentication:

1 Go to Setup > Installed Packages.

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2 Click on the Kiteworks package.

Note

Click on the Configure link to go back to the Accellion Settings page described in Step 2 above to configure the plugin.

3 Go to View Components. 4 In the components list locate Connected App "Kiteworks" and click on it.

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