A rapportive raplet for Clarify/Dovetail.
- Information on rapportive: https://rapportive.com
- Information on raplets: http://code.rapportive.com/
- Information about this specific raplet: http://www.dovetailsoftware.com/blogs/gsherman/archive/2012/12/13/you-got-dovetail-in-my-gmail
Schema Changes:
- Add table_user.x_authtoken varchar(128)
- A SchemaScript file is provided for this schema change (which can be used with Dovetail SchemaEditor): token.schemascript.xml
Configuration:
in fc.env:
- database connection information
- set the path to the logging configuration file
in logging.config:
- set the File param to be the log file path and filename
in raplet.asp:
- set the rapletURL variable to be the URL of the raplet
- set the mobileAppURL variable to be the URL of the Dovetail Mobile app
- set the authTokenField to the field on table_user that will hold teh user's authentication token. suggested: x_authtoken
Create your web app and application pool in IIS:
- App Pool Name: raplet
- Web site name (alias): raplet
- Physical Path: directory where raplet.asp is located
Client Install:
- Install rapportive from http://rapportive.com/
- In your browser, open up GMail
- From the rapportive menu, click on Add Raplets
- Then click on Install within the Custom Raplet box.
- It will ask for the custom raplet URL, which will be the URL you setup in IIS + /raplet.asp, like this: http://localhost/raplet/raplet.asp
- it should then prompt you for your Dovetail/Clarify login and password.
- login
- open up an email from one of your customers that you know is in your Dovetail/Clarify system
- You should see case information in the rapportive sidebar, as shown in the screenshots here: http://www.dovetailsoftware.com/blogs/gsherman/archive/2012/12/13/you-got-dovetail-in-my-gmail