How to configure BI integration with TDF CRM

If you have purchased the business intelligence integration to work with distribution sales enablement, there are settings found in Admin tab where the settings can be configured.

These should have all been configured for you at the time the initial installation was performed.  However if it wasn't, or if you want to customize the configuration here is how to populate each of the fields.

These instructions are only for v2020 R2.  If you are on a different version or are unaware which version you're running, contact support@whitecupsolutions.com for assistance.

Access the Admin tab in sales enablement and locate the BI Integration Configuration page in the BI Administration section on the left side of the screen.

Fill in the fields like this:

MITS Instance URL:  This is the base web address you use to access Hookshot.  It will look something like this: 

https://YourCompanyName.tdfanywhere.com

MITS Instance Path:  This is the part of the address after the ".com" in your address.  It will always be:

mitsdiscover

The Type Specific Dashboards are the links sales enablement will use to link an account, a vendor, and a product to their specific BI scorecard.  Each of these must be filled in correctly in order for the system to recognize the link and pass along the correct variable in order to display the right scorecard.

By default, these three fields should be filled in with the addresses exactly.  Feel free to copy and paste them in.

Account

displayFullScreenDashboard.flow?externalId=account_scorecard&Account=

Vendor

displayFullScreenDashboard.flow?externalId=vendor_scorecard&Supplier=

Product

displayFullScreenDashboard.flow?externalId=product_360_scorecard&Product=

Don't forget to hit the SAVE button before navigating away to a new page.

Customizing the Links

If you want the link to go to a different scorecard than the default ones, you can customize the link by doing the following.

1)  Open BI to the Dashboards tab and find the name of the scorecard you want to use in the link.  For example, you may want to link to the Product Inventory scorecard rather than the Product 360 scorecard.  Look for the Product Inventory scorecard in the list of available scorecards, right click on the link for it, and copy the link address.  You'll get something similar to this:

https://YourCompanyName.tdfanywhere.com/mitsdiscover/displayFullScreenDashboard.flow?externalId=product_inventory_scorecard

We only use the part of the URL after "mitsdiscover/".  Paste the whole link into a plain text editor (like Notepad or Text Edit) and remove the first part of the address until you get to the part that starts with "display".  It should look like this:

displayFullScreenDashboard.flow?externalId=product_inventory_scorecard

2)  Before we can paste the link segment, we need to know the name of the variable BI is looking for when passing the variable between sales enablement and BI.  To find this variable name, return to the Dashboards tab in BI, find the name of the scorecard you want to use in this link and click  the Modify link and select Manual Edit.  You will need Dashboard Manual Editing permissions for this step.

When the code for the scorecard opens, you are only interested in the second or third line.  It will start with {PROMPT.ITEM NAME= and then some name.  It is the name you want to know.  Here is the example for the Product Inventory scorecard:

{PROMPT.ITEM NAME="Product" IDENT.ABBREV="P" UI.INPUT.TYPE="TEXTBOX"}

For this example Product is the name.

3)  Now that you have the partial link and the variable name, you can put them together.  At the end of the link segment you have stored in the plain text editor, add an & then the name and finally and = .  It should look like this:

displayFullScreenDashboard.flow?externalId=product_inventory_scorecard&Product=

Capitalization matters.  Make sure the case of both the scorecard and the variable name are exactly as you found them in the BI product.  This usually means the scorecard is in all lower case and the variable name usually has the first letter capitalized.

4)  Now that you have the whole this assembled, you can copy it from your plain text editor and paste it into the configuration box of sales enablement.

Don't forget to hit the SAVE button before navigating away to a new page.