CRM Configuration Screen

Configures the connections from AgilePoint to CRM systems.

Figure: CRM Configuration screen

CRM Configuration screen

Prerequisites

How to Start

  1. On the AgilePoint Server machine, in Windows Explorer, right-click the file (AgilePoint Server installation folder) C:\Program Files\AgilePoint\AgilePoint Server\WCFConfigurationUtility.exe, and click Run as Administrator.
  2. On the AgilePoint Server Manager screen, in the left pane, select your AgilePoint Server instance.
  3. Click Open Server Configuration Open Server Configuration icon.

    Click Open Server Configuration
  4. On the AgilePoint Server Configuration screen, click the Integrations tab.

    Click Integrations tab
  5. On the Integrations tab, select CRM.
  6. Click Configure.

Fields

Field NameDefinition

Retry

Function:
Specifies the number of times you want to retry an operation that failed due to a "Too Many Requests" exception.
Accepted Values:
An integer.
Default Value:
5

Delay in Retries

Function:
Specifies the number of seconds to wait between retries after an operation fails due to a "Too Many Requests" error.
Accepted Values:
An integer.
Default Value:
30

Thread Pool

Function:
Specifies the maximum number of connections at the same time between the AgilePoint Server and your CRM application.
Accepted Values:
An integer.
Default Value:
1

Time Interval

Function:
The timer interval, in seconds, used by the CRM application to check for new entries in the database.

To improve performance, on a production system, this value is often set to 3600 seconds, or 1 hour.

Accepted Values:
An integer, representing a number of seconds.
Default Value:
1000

Trace Mode

Function:
Specifies whether the AgileConnector writes detailed information in the log file.
Accepted Values:
  • Selected - Specifies that the AgileConnector writes detailed information in the log file.
  • Deselected - Specifies that the AgileConnector does not write detailed information in the log file.
Default Value:
Selected