LinkPoint Connect(ME) Full Deployment Scenarios¶
Setting up LPC Add-In and Synchronization for multiple end users is a standard procedure performed by the local system Admin and Salesforce/LPC admin.
The following scenarios can be applied to deploy LinkPoint Connect(ME)
Note
LinkPoint Connect(ME) is not a standalone application: it is installed in MS Outlook Desktop, Web, or Mobile implementation as an Add-In, or in the Chrome browser as a browser Extension
Tip
For big Enterprise customers LinkPoint Connect(ME) can also be installed in a private corporate Azure cloud on back end, if that is required by the company’s security requirements. Contact our CSM team for more information about this possibility. The deployment procedures used in such scenario are identical to the regular ones used for RevenueGrid Azure servers deployment
Scenarios for MS Exchange or Office 365 mail accounts via LPC Outlook Add-In¶
| Deployment scenario | Required Admin actions* | Required User actions (Registration wizard recommended) |
|---|---|---|
| A. Full LPC deployment for all users by the Admin, except for individual Add-In logon: see scenario F below (involves Impersonated Access, thus not suitable for all configurations) | 1. Set up an Impersonating service account in MS Exchange 2. Mass-deploy the Add-In for all end users in MS Exchange or Office 365 via Impersonating account. LPC Sync will be auto-activated on the users’ first logon to the Add-In |
Log on to the Add-In in MS Outlook/Office.com |
| B. Only Add-In mass deployment by the Admin | 1. Mass-deploy the Add-In for all end users in MS Exchange or Office 365 (without Impersonating account). In this case LPC Sync is to be activated by the end users | 1. Log on to the Add-In 2. Activate LPC Sync |
| C. Only LPC Sync activation, through Impersonated account | 1. Set up an Impersonated service account in MS Exchange/Office 365 2. Set up mailbox access in LPC admin panel |
1. Install the Add-In 2. Log on the the Add-In |
| D. Full installation by individual end users | No actions save for * | 1. Install the Add-In 2. Log on to the Add-In 3. Activate LPC Sync |
| F. Automatic LPC Sidebar logon using a Salesforce service account | Create a dedicated Salesforce account with special permissions and configure it to impersonate LPC users’ accounts. See this article for details. | 1. Install the Add-In 2. Activate LPC Sync via the Sidebar |
* there are two additional local Admin actions to be performed for every listed scenario:
❍ ensure that the Add-In’s connections are not blocked by the corporate firewall and
❍ install the Connect(ME) managed package in Salesforce to ensure maximum interaction efficiency
Scenarios for Gmail account via LPC Chrome Extension¶
[this section is work-in-progress]
| Deployment scenario | Required Admin actions* | Required User actions (Registration wizard recommended) |
|---|---|---|
| A. Full LPC deployment for all users by the Admin, except for individual Extension logon (involves Impersonated Access) Can only be performed for Windows OS, using MS Active directory |
1. Mass-install the Chrome Extension for all end users 2. Configure a service Gmail account and mass-sign in to Salesforce for all end users through it |
Login to the corporate Gmail / Google Workspace (G Suite) account in Chrome Browser |
| B. The Chrome Extension is deployed for all users by the Admin (only via Windows Active Directory) | Mass-install the Chrome Extension |
1. Login to the corporate Gmail / Google Workspace (G Suite) account in Chrome Browser 2. Sign in to the Chrome Extension |
| C. Chrome Extension’s Synchronization is mass-activated by the Admin | Configure a service Gmail account and mass-sign in to Salesforce for all end users through it |
1. Install the Chrome Extension 2. Login to the corporate Gmail / Google Workspace (G Suite) account in Chrome Browser |
* there are two additional local Admin actions to be performed for every listed scenario:
❍ Ensure that the Extension’s connections are not blocked by the corporate firewall and
❍ Install the Connect(ME) managed package in Salesforce to ensure maximum interaction efficiency
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