Integrated Services Manager is a module that you can use to manage your integrations, authentication methods, and SSOs. This article is an overview of what you can do in this module.
In this Article
Navigate to Integrated Services Manager from your module menu. A separate window will open where you will manage your integrations.
Each tab within Integrated Services Manager has a different area of configurations depending on the specific type of integration you are wanting to connect.
Click to expand each section out below to view more details for each tab within Integrated Services Manager.
Integration tab
In the integration tab, you can view a list of your existing integrations. Clicking on an integration will show you all of the feeds associated with that service.
For each feed, there are a few columns that give you useful information about your integration.
- Enabled: This column shows you if a feed is enabled or disabled. A check mark means the feed is enabled, while an X means the feed is disabled. You can click on the icon to enable/disable a feed (for example, if you click on the green check mark for an enabled feed, you will disable the feed. You can also re-enable the feed by clicking on the X icon).
- Feed Name: This shows you the name of the feed, which is typically based on the type of data being synced (for example, athletics, or faculty/facstaff, etc.). If you’d like to change the name of a feed, you will need to submit a support request to our integrations team.
- Last Refresh Date: This date shows the last time your integration processed new or updated data. It doesn't indicate the last time the integration ran.
Important Note on the External label
The Last Refresh Date can be interpreted differently, depending on whether or not you see an "External" label. Navigate to the Integration tab. Do you see the word "External" here?
If you don't see an "External" label: The Last Refresh Date shows the last time new or updated data was processed. It doesn't indicate the last time the integration ran.
- For example, if today is 11/15/2023 and the Last Refresh Date is 10/01/2023, it means no new data has been processed since 10/01/2023. This might suggest an issue, but it could also mean no data has changed.
If you DO see an "External" label: The Last Refresh Date shows when the integration last ran, but it doesn't necessarily mean data changed.
Status tab
This column typically shows a status message when the feed was changed recently. For example, when a change is made to a feed’s configuration by a master admin, or when a feed is disabled or enabled, a message will appear indicating the last time this feed was adjusted.
If no adjustments to a feed have been made in X months, then the Status column will be empty.
Authentication tab
- This page will show you all of the authentication methods for your site. For all sites, the “finalsite” authentication will be listed by default.
- You cannot make any changes to the authentication configurations listed in Integrated Services Manager; this needs to be done by a master admin.
- However, if you want to swap a role over to an authentication method, you can do this by clicking on the service, clicking the Role Settings button, and then selecting the Add Role button.
- Please note that each role can only have one authentication method, so adding a role to one auth will remove it from its previous one.
SSO 2 tab
- This page will show you all of the SSO options that are enabled on your site. An SSO is for when authenticated users are going from Finalsite to another site or application.
- You cannot make many changes to the SSO configurations listed in Integrated Services Manager; this needs to be done by a master admin.
- However, you can test an SSO on this page by using a username and password combination. You can also view the list of links that go from Finalsite to a page in the other website/application.
Utilities tab
This tab shows a list of utilities that you can make use of for different purposes. Off-Feed Utility
This utility is used to deactivate users who are no longer syncing via an integration feed. For more details on the Off-Feed Utility, read our article, "Off-Feed Utility."
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