1.From CSM Settings, make sure the Connection page is selected, and then click Edit.  Connection Settings Page 2.Under Connection Settings, keep the existing Collaborati URL unless you have been specifically instructed to change it by Mitratech. 3.Under Connection Settings, enter the User ID (case-sensitive) and Password (case-sensitive) that you received in a welcome email. 4.Click Save and View. The Test Connection button appears. 5.To test the connections, click the Test Connection button. The message should read Connection was successfully established. If another message displays, there may be a problem with the connection and you should attempt to correct it using table below. If you tried to resolve the issue and you are still having trouble with your connection, please contact Mitratech Support.
Connection Status
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When does this occur?
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What does the message mean?
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How can I resolve the error?
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Connection could not be established. Invalid User Id or Password. Please try again.
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Only after the Test Connection button is pressed and the password or ID is not valid.
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Informs you that there has been a connection failure due to an invalid User ID or Password entry.
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Re-type (or cut-and-paste) your user ID and Password from the "Welcome to CSM" email and attempt to connect again.
Note: This will only work for the initial connection establishment; if this error occurs after a successful synchronization run, please contact your IT or Mitratech support.
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Connection with the specified URL could not be established.
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Only after the Test Connection button is pressed and a connection with the specified URL could not be established, or there is a possible authentication failure.
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Informs you that there has been a connection failure and possibly an invalid URL entry.
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Your technical administrator should review the System Log file and attempt to connect again.
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Connection refused. Unrecognized CSM identifier.
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After the Test Connection button is pressed and validation indicates that the values for TeamConnect database instance, TeamConnect database schema name, TeamConnect database schema creation date, or last CSM connection date do not match the last saved information.
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Informs that you are attempting to connect to Collaborati from a TeamConnect/CSM instance that does not pass validation.
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If you are trying to connect from CSM Settings to Collaborati with the same connection information (URL, User ID, Password) from multiple TeamConnect instances, this error can result. Revert to the original TeamConnect/CSM instance or contact support for assistance. Also see Unable to start a connection between CSM and Collaborati.
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6.Click Edit to continue. 7.Under the Synchronization Settings section, select a Run Interval. The Run Interval allows you to set the interval of information transfer requests between your TeamConnect application and Collaborati. Options range from 1 to 120 minutes. The recommended interval for production is 15 minutes or longer. Once the first synchronization runs, the Synchronization Settings section displays the date and time of the last successfully completed synchronization.
8.Under Notifications, enter the technical administrator's email address and the business administrator's email address. oIn the Technical admin email address field, enter the email address of the person who will be addressing technical issues for your department. This person will receive notifications if your CSM ID (User ID and Password) is changed on request by Mitratech Support. oIn the Business admin email address field, enter the email address of the person who will be responsible for the business side of setup, as described in this guide. TeamConnect will send notifications to this email address when additional settings are needed (for example, when vendors add new timekeepers that need to be mapped). Note: For security reasons, after the first data synchronization between CSM and Collaborati, the system will automatically replace the CSM password (originally sent to the client in a notification email). The password will also be automatically changed every 90 days afterwards. If you edit or delete the Connection Settings password after the system has changed it, you will not be able to establish the connection with Collaborati, and will need to contact Mitratech Support for assistance.
9.Click Save and View. |
