How to set up a connection between MotionBoard and dejiren
This article describes how to set up a connection between MotionBoard and dejiren.
Prerequisites and required permissions
Services | Required permissions | Operations requiring permissions |
---|---|---|
MotionBoard | Accounts that have been granted an admin role | View connection information |
dejiren | Edit permissions for VA (VA Admin or accounts with VA Editor role) | Configure connection settings |
If you are using the on-premises version of MotionBoard
You must first sign up for the dejiren Bridge service and install the Bridge Client on the MotionBoard server.
Setup overview
After confirming the URL, domain, and the account required to connect for MotionBoard, create the connection setting in dejiren.
Setup procedure
Step 1. View the MotionBoard information
Note down the following information to be entered on the MotionBoard login screen.
Item | Description |
---|---|
URL | Note the part of the URL in red.
Example: https://xxxxxx.motionboard.jp/motionboard/login xxxxxx will vary depending on the type of MotionBoard. |
Tenant ID | This information is used to identify the MotionBoard environment to be connected. If you are not asked to enter it on the login screen, you do not need it. |
User ID | The user ID used by VA to connect to MotionBoard must belong to a role that has been granted permission to execute the WebAPI. |
Password | Enter the password for the above user ID. |
Step 2. Create a connection setting in dejiren
- Go to the dejiren Virtual Assistant (VA) management screen and click the Connections tab.
- Click New on the left.
- The Create New Connection Settings dialog will appear. Click MotionBoard and click Next.
- The Create New Connection Settings page will appear. Enter a value in each field.
Settings Setting values Input Connection name Enter any name to identify this connection setting. Required Tenant Enter the tenant ID noted on the MotionBoard login screen. – User ID Enter the user ID that the VA will use to connect to MotionBoard . Required Password Enter the login password for the above MotionBoard user ID. Required URL Enter the string you noted on the login screen in step 1 into the part “xxxxxx” of the URL below.
– URL used for MotionBoard Cloud
https://xxxxxx-up.motionboard.jp/motionboard/
– URL used for MotionBoard Cloud for Salesforce
https://xxxxxx-up.variocloud./motionboard/
– URL used for MotionBoard (on-premises)
https://xxxxxx:8787.motionboard/Required Bridge After installing the Bridge service, select the Bridge service you want to use from the pull-down menu. Required only if you use the on-premises version Personal Authentication Select this checkbox if you want to authenticate MotionBoard for each dejiren user who uses the VA to which this connection setting is applied. Usually not required - Once you enter all fields, click Test Connection.
- If the connection is successful, the message “Connected successfully” will be displayed. Click Close.
- Click Create to complete the creation of the connection setting.
- Returns to the connection settings list page.
This completes the creation of a new MotiobBoard connection setting.