Managing Connection Profiles to the Server – Product Manuals

Click the Administration on the left menu cog on the navigation bar of the Management Center.
Click Servers in the Administration area.
Click In-Application Help Connection Profiles in the Servers area.

Perform one of the following options:

If You Want To	Then
Create a new connection profile	Click New Connection Profile. NOTE: You can specify as many connection profiles as necessary. You must specify a connection for each instance of the application for which you want to provide context-sensitive help. Go to the next step.
View the connection	Select the connection profile you want to view. Go to the next step.
Edit the connection	Select the connection profile you want to edit. Click Edit. Go to the next step.
Delete the connection	Select the connection profile you want to delete. Click the drop-down arrow to the right of the action button. Click Delete. Click Delete to confirm the deletion.

Complete/review the following as available:

Field	Description
Name	Enter the name of the connection profile.
Description	Enter details describing the profile.
Connector	This field only displays when creating or editing connection profile information. Select the type of connector for context-sensitive help from the drop-down list. NOTE: If your application does not match any of the available Connector/Application combinations, select Connector = Web and Application = General Web App.
Application	Select the application using context-sensitive help from the drop-down list. This list will change based on the Connector that is selected. If the Connector is Infor, use the following guidelines to select the Application: 1. If you are using Infor's Smart Help solution for Ming.le, select Smart Help. 2. If you are using any Infor application inside Ming.le, select Infor Ming.le. If you are using a supported Infor application without Ming.le, select one of the other available values. If the Connector is SAP, use the following guidelines to select the Application: If you are using the custom UI5-based Fiori help solution that requires you to deploy a UI5 application to your SAP system, select SAP Fiori (Embedded UI5 solution). If you are using the in-app help connector (either browser extension or “snippet”), select SAP Fiori
Applications Help Web Agent Profile Setting	This field only displays when viewing connection profile information for Oracle. This value is pasted into the Applications Help Web Agent profile setting for the end user in Oracle E-Business. This value is generated by the application and is not configurable.
URL	This field only displays when viewing connection profile information for ANCILE Help Launchpad, PeopleSoft, SAP Portal, and Web-Custom Integration. This value is generated by the application and is not configurable.
Search Method	This field is only available for Web-Custom Integration. Select Transaction Code to search by the transaction code property only, Full Text (All Words) to allow an AND search based on properties, or Full Text (Any Words) to allow an OR search based on properties.
Authentication Type	Select the authentication method to assign to the connection profile. NOTE: Only authentication methods that are turned on will display in the drop-down. Refer to Introduction to Configuring Authentication Types for more information on the available authentication types. NOTE: If you want to specify an authentication method for an existing connection profile, you must edit the connection profile to add this field.
Project Filter	Select if you want help requests using this connection profile to return content from a subset of projects instead of all projects.
Select projects to include	When the Project Filter setting is enabled, select one or more projects from which content may be returned for help requests using this connection profile.
Application URLs	This field is only available for SAP SuccessFactors or Fiori, Guidewire, Infor (not Smart Help), Web-General Web App, Salesforce, and Workday. Enter the URL of the business application where you want in-application help enabled. Click the Add button. Repeat this process to add additional URLs. The in-application help control will display in the browser when the current URL contains the value defined in this field. You can make this as broad or granular as you wish. mydomain.com – Enables in-app help for all web applications running in the “mydomain” domain. hostname.mydomain.com – Enables in-app help for all web applications running on a server with this hostname hostname.mydomain.com/AppX – Enables in-app help only for pages containing AppX in the path part of the URL. This setting only controls whether the in-application help control displays within a given web application and whether a user can request help from within that application. The relevance of the help request results depend on how well a given web application’s characteristics match the context data the in-application help collects.
Assigned URLs	This field is only available when creating or editing connection profile information for SAP SuccessFactors or Fiori, Guidewire, Infor (not Smart Help), Web-General Web App, Salesforce, and Workday. URLs of the business applications where context-sensitive help is enabled display.
Snippet	This field only displays when viewing connection profile information for SAP SuccessFactors or Fiori, Guidewire, Infor (not Smart Help), Web-General Web App, Salesforce, and Workday. The Snippet information allows an administrator to embed the in-application context-sensitive help icon into a web application. This value is generated by the application and is not configurable. NOTE: If the snippet is embedded into a web application, the browser extension is not needed for that web application. If you want to deliver in-application context-sensitive help for multiple web applications without using the browser extension, you must embed snippet(s) in all web applications for which you want in-application context-sensitive help.
Integration	This field only displays when viewing connection profile information for Infor-Smart Help. The information allows an administrator to connect Infor Ming.le to the Server to enable Ming.le users to view context-sensitive help. This value is generated by the application and is not configurable.

Complete/review the following as available in the Browser Settings area:

Field

Description

Color

This field is only available for SAP SuccessFactors or Fiori, Guidewire, Infor (not Smart Help), Web-General Web App, Salesforce, and Workday.

Select the color of the in-application context-sensitive help "question mark," which is what users click to access in-application help.

This also controls the color of any status messages displayed by the in-application context-sensitive help solution.

Location

This field is only available for SAP SuccessFactors or Fiori, Guidewire, Infor (not Smart Help), Web-General Web App, Salesforce, and Workday. Select the location where the in-application context-sensitive help control will appear in the web browser.

The Top and Bottom options are offset by 100 pixels from the browser content top and bottom boundaries.

Omit Tertiary Context

This option is only applicable for Web-General Web App (formerly In-Application) and Workday.

If you are using In-Application Help and not getting the search results you expect, try selecting this option.

Complete/review the following as available in the Context String Substitution area:

NOTE:

This option is only applicable for SAP Fiori, Web-Custom Integration , Web-General Web App, Salesforce, and Workday.

NOTE:

Use this option if there is a variance between the context data captured when creating documents and the context data that is accessed when calling context sensitive help. For example, documents are created in a non-production environment but context sensitive help is accessed within a different production environment.

Field

Description

Find

Enter the context string to find within the following values:

Primary (host name)
Secondary (screen title personalization)
Tertiary (different set of frames)

Replace

Enter the context string replacement for the following values:

Primary (host name)
Secondary (screen title personalization)
Tertiary (different set of frames)

NOTE:

Find and Replace is a simple string substitution. All found instances of the specified string will be replaced. The Find and Replace can be as specific or as general as needed to fit your scenario.

For example:

The recorded context is:

Primary: https://test.myapp.com/archprodsuio
Secondary: Customer Record

An end user requests help from a business application https://prod.myapp.com/archprodsuio. You would need to do the following:

Find Primary: prod.myapp.com
Replace Primary: test.myapp.com

Click Save if creating or editing a connection profile.

Continue to the next article based on the application you are using for context-sensitive help:

Application	Refer To
Oracle	Configuring Oracle E-Business For Use With Context-Sensitive Help.
SAP CRM	Refer to Configuring SAP CRM Web Client For Use With Context-Sensitive Help.
SAP Portal	Refer to Configuring SAP Portal For Use With Context-Sensitive Help.
ANCILE Help Launchpad	Refer to Configuring Help Launchpad To Deliver Context-Sensitive Help.
PeopleSoft	Refer to Configuring PeopleSoft For Use With Context-Sensitive Help.
SAP SuccessFactors or Fiori, Web - General Web App, Guidewire, Infor, Workday, Salesforce Lightning	Refer to Configuring In-Application Context-Sensitive Help.
SAP Fiori	Refer to Configuring SAP Fiori And UI5 For Use With Context Sensitive Help.
SAP Portal - Salesforce Classic	Refer to Configuring Salesforce Classic For Use With Context-Sensitive Help.
Smart Help, Custom Integration	No Configuration is required for use with Context Sensitive Help. Go to Creating A Template.