Home
Community Administration
Features for managing shared community document classes, retention policies, spelling dictionaries, data maps, and diagnostics.
EngageOne Communicate Integration
Retrieve Communicate account credentials

EngageOne Server overview
EngageOne Administration is used to configure and manage operating modes and user roles.
Getting started
Information on creating and configuring communities, running the EngageOne Server Admin and common features available in the web application.
Template management
Template management allows you to create and organize folders that contain templates and Active Content, created in Designer and imported into EngageOne.
External File management
External resources not contained in the template, succh as images (key maps or keyed images), lookup tables, and RTF files.
Delivery management
Before you can use a template in EngageOne Administration you must define a device for viewing and define at least one delivery option.
Community Administration
Features for managing shared community document classes, retention policies, spelling dictionaries, data maps, and diagnostics.
- Document class management
  Document classes define the metadata associated with the folders and templates.
- Retention policy rules
  Retention policies define the time frame that a template or Active Content stored in a specific folder can be moved or deleted from the repository. If you are deploying new templates regularly, consider using retention policies as a means of managing your template usage and controlling disk space.
- Retention rules run rate
  To define how often the retention policy should run you must modify the respective settings in the config-settings.xml file.
- Retention history
  You can view retention rule activity for templates and Active Content within a time period specified.
- Spell checker management
  Dictionaries are automatically loaded during the EngageOne installation process and spell check management allows you to configure how you want these to be used.
- Data map management
  Data maps are created by importing data map files into EngageOne Server using the Data Map tab on the Community Administration tab. Create map files using an XML editor of your choice. After you import a data map, you can later update it or export it out to an XML file on your network.
- EngageOne Communicate Integration
  - Retrieve Communicate account credentials
  - Integrating with an EngageOne Communicate team
- Vault Databases
  The assignment of Vault databases for use in the current communities.
- Diagnostics
System administration
As an EngageOne Server system administrator you will be responsible for configuration, diagnostics and account activities.
Event Monitor
Events related to the document cycle and administration, these are captured throughout the system and sent to the Event Monitor.
Batch processing
Process accumulated requests from EngageOne Interactive, or process your own multiple or individual files, in a scheduled, or ad hoc manner.
Managing your EngageOne environment
Best practices for managing your EngageOne and safeguarding your environment.
EngageOne Server system monitoring
This section describes how to monitor the EngageOne Server system.
Copyright

Retrieve Communicate account credentials

Log into EngageOne Communicate to retrieve account settings required for defining your connection.

To create a connection :

Log into your EngageOne Communicate account.
Click your account profile and select the cog icon, as indicated below:

Note that the cog icon is only available to users who have team admin permissions.
From the Account Settings page, click on Client Credentials, copy NAME, CUSTOMER ID, CLIENT ID, and SECRET KEY values for subsequent use in EngageOne Server.