41min

Working with Credentials Manager

PROCESIO allows you to connect to other platforms, servers, applications in a no-code way by using dedicated actions (e.g. Call API action, Send email). Use the Credentials Manager to configure the authentication credentials of the REST API or email server you want to access. Once created, you can use that configuration in actions such as Call API without reconfiguring the authorization steps every time.

For example, if you want to connect to a JIRA REST API web service, you should configure the authentication credentials of JIRA service once in Credentials Manager, and then simply select the credentials configuration in every API call you want to make.

Each configuration created gives you the possibility to test the connection after completing the configurations.

Configure authentication

Step 1: Go to the Credentials Manager section and click Add New.  

Step 2: Configuration basic info page

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  1. Name: Insert a name for the new configuration
  2. Type: You can create authorization credentials for: 
    • Email Server Configuration
    • REST API Configuration
    • FTP Configuration
  3. Description: add details on the configuration (optional).
  4. Click Next Step.

Email configuration

Outgoing email configuration

Most email accounts have two servers: one that lets you send emails to other people, and another that lets you receive the emails that other people send you. The server that lets you send mail is called an outgoing (or SMTP). The server that lets you receive mail is called an incoming (IMAP or POP).

  1. Server Name/IP: fill in the outgoing mail server, i.e. mail.example.com  (replacing example.com with your actual domain name) 
  2. Port number: fill in the outgoing server port number
  3. Encryption: select None, TLS or Auto
  4. Username: enter your username
  5. Password: enter the associated password
  6. From: optional; some configurations require the email address that will be displayed to users as the Sender
  7. Test Connection: once all mandatory fields have values, you can test the configuration.
  8. Save the configuration.
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Incoming email configuration

  1. Server Name/IP: fill in the outgoing mail server, i.e. mail.example.com  (replacing example.com with your actual domain name).
  2. Protocol type: select IMAP or POP3. IMAP maintains the emails in your account, POP3 removes them once the operation is completed.
  3. Port number: fill in the outgoing server port.
  4. Encryption: None, TLS or Auto.
  5. Username: enter your username.
  6. Password: enter the associated password.
  7. Test Connection: once all mandatory fields have values, you can test the configuration.
  8. Save the configuration.
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REST API configuration

No authentication API

  1. URL: the base URL to which you want to make the request
  2. Test Endpoint: add /info endpoint for your base URL (optional) 
  3. Authentication Method: No authentication
  4. Test Connection: once all mandatory fields have values, you can test the configuration.
  5. Save the configuration.
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Basic API authentication

  1. URL: the base URL to which you want to make the request
  2. Test Endpoint: add /info endpoint for your base URL (optional) 
  3. Authentication Method: Basic
  4. Name: enter basic authorization user name of the REST API web service
  5. Password: enter the password of the basic authorization protocol
  6. Add to: if you need to include your auth details in the relevant part of the request, i.e. Query Params 
  7. Test Connection: once all mandatory fields have values, you can test the configuration.
  8. Save the configuration.
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API key authentication

  1. URL: the base URL to which you want to make the request
  2. Test Endpoint: add /info endpoint for your base URL (optional) 
  3. Authentication Method: API key authorization
  4. Key: fill in the Id (name) of your API key
  5. Value: fill in the value of your API key
  6. Add to: if you need to include your auth details in the relevant part of the request, i.e. in Headers, Query Params or both
  7. Test Connection: once all mandatory fields have values, you can test the configuration.
  8. Save the configuration.
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FTP Configuration

Procesio allows you to authenticate and work with FTP server for file management purposes. After selecting FTP configuration in the Credential manager you will be presented with the following screen.

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Hostname/IP* - you have the option to connect to the FTP by using either its IP address or the hostname.

Port number* - you need to use the FTP port left open for the connection, the default port is 21.

Protocol type - depending on the security protocol used on your server you will have to choose between FTP or SFTP.

Ignore certificate warnings - you can choose to check this box in order to not receive warning messages.

Directory Path - useful if you do not want to always start from the root.

Authentication method - depending on how you wish to connect to your server you have the option Basic (Name & Password) or you can use a Key file.

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