⚙️ Installation Guide

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Install DataMax package

Get DataMAX by installing package on your Salesforce Org:

Installation link:

/packaging/installPackage.apexp?p0=04tIg000000XzdXIAS

Post-installation steps

User with a System Administrator profile should set the following settings:

Create Connected App

Open Setup → Apps → App Manager
Press «New Connected App»

Fill required fields:

• Connected App Name;
• Contact Email;
• Check Enable OAuth Settings.

Callback URL

https://your_domain/apex/migrate_x__AccessTokenPage

How to find your_domain?

Setup → Company Settings → My Domain

Example of Callback URL:
https://datamax-dev.ed.develop.my.salesforce.com/apex/migrate_x__AccessTokenPage

• In Selected OAuth Scopes choose:
  • Manage user data via APIs (api)
  • Manage user data via Web Browsers (web)
  • Perform requests at any time (refresh_token, offline_access)

Press «Save»

Click «View» on created connected App:

Click «Manage Consumer Details»:

You can see «Consumer Key» and «Consumer Secret». It will be used in the next steps. «Copy» it.

Set Remote Site Settings

1. Open Setup → Security → Remote Site Settings.
2. Press New Remote Site.
3. Set Remote Site Name field (Example: DataMax).
4. Set Remote Site URL field equals https://cloud.datamax.cc
5. Press Save button.

Set Trusted URL

1. Open Setup → Security → Trusted URLs.
2. Press New Trusted URL.
3. Set any API Name field (Example: DataMax).
4. Set URL field equals https://cloud.datamax.cc
5. Check CSP Context to «Lightning Experience Pages»
6. Check CSP Directives «content-src (scripts)» ☑️
7. Press Save button.

Set Trust IP

1. Open Setup → Security → Network Access.
2. Press the New button.
3. Add start and end IP of 52.32.194.17
4. Press Save button.

Set Permission Set to User with System Administration Profile for Registration Page:

1. Open Setup → Users → Permission Sets.
2. Choose DataMax Registration User Access.
3. Press Manage Assignments button.
4. Press Add Assignments button.
5. Check user.
6. Press Assign button.
7. Press Done button.

Set Permission Sets to other Users for Access to the Application Depending on Your Needs

Full Access, Access to All DataMax Records (Connections, Templates, Jobs, Files, Runs, allow to edit Settings):

1. Open Setup → Users → Permission Sets.
2. Choose DataMax Admin Access.
3. Press Manage Assignments button.
4. Press Add Assignments button.
5. Check user.
6. Press Assign button.
7. Press Done button.

Restricted Access, Access to Only Own Records (Connections, Templates, Jobs, Files, Runs):

1. Open Setup → Users → Permission Sets.
2. Choose DataMax User Access.
3. Press Manage Assignments button.
4. Press Add Assignments button.
5. Check user.
6. Press Assign button.
7. Press Done button.

Pass Registration

1. Open App Launcher → Find and open DataMax Registration page.

2. Click Endpoint Settings button.

3. Input your data to form:

   • Set Middleware URL field equals https://cloud.datamax.cc
   • Set Consumer Key value copied on previous steps.
   • Set Consumer Secret value copied on previous steps.

4. Press Save button.
5. After configuring endpoint settings, click «Register User» button.

Pop-up Instructions

• Should appear pop up!
• If your browser blocks it, allow popups.
• Input your current org credentials (where DataMax package is installed) to form → Press Allow button.

Verification:

• You should see the message «Successful authorization» 🟢
• Setup complete.

Note

warning

Next time, if you press the Deregister User button on the Registration page, all application records will be deleted.

• Additionally, please, do not use MigrateX in Title field for ContentDocument sObject. This name is used by the DataMax, and these files will be deleted after deregistration on the «Registration Page».

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