Integration Settings

Traverse > Administration > Integration Settings

Integration Settings page allows VSA Admin Users to configure VSA access to data in Traverse. Once the configuration is activated, VSA application will display the Traverse real-time data, provided the Org Mapping was configured.

Add a Traverse configuration

This procedure should be performed, if a VSA User is adding a new Traverse Integration or has removed Integration settings.

1. Navigate to Traverse > Administration > Integration Settings page in VSA.
   
2. Enter the following values into the fields:

• Location of your Traverse instance - Enter URL of your Traverse server.
• Traverse Credentials -
  • Traverse Username - Enter a Traverse login username.

Note: We recommend to create a new user account with superuser access level in Traverse that will be used to the Integration and to avoid using the system superuser account. To create a user in Traverse, navigate to Administration > Departments > More Menu > Manage Users. Credentials with other permissions are not supported by the current VSA - Traverse Integration.

• Traverse Password - Enter the password for the Traverse login username.

1. Click the Save button.
2. Click Ok.
   

Update a Traverse Configuration

This procedure should be performed, if a VSA User has successfully connected VSA to Traverse and needs to change Traverse credentials because they have been changed in Traverse.

1. Navigate to Traverse > Administration > Integration Settings page in VSA.
2. Edit the following values, if needed:

• Location of your Traverse instance - if VSA User needs to access a different Traverse instance.
• Traverse Credentials - if VSA User needs to access the same Traverse instance under different Traverse account.

1. Click the Update button.
2. Click Ok.
   

Remove a Traverse Integration

This procedure should be performed, if Traverse Server has been moved to a different URL or if the integration is not needed any more.

1. Navigate to Traverse > Administration > Integration Settings page in VSA.
2. Click Remove Integration button.
3. Click Yes to confirm the removal of URL and Traverse credentials for the VSA Traverse Integration.
   
4. Click Ok to confirm the acknowledgment about the removal.