Enabling the Egnyte Integration

Please note: This content is intended for Practifi System Administrators and is technical in nature. The steps described in this article may not be able to be completed without System Administrator permissions. Please discuss your integration installation plans with your Practifi Customer Support Team for their assistance.

Overview

Our integration with Egnyte allows you to manage client files and folders from within Practifi seamlessly. Folders are automatically created for each client record, meaning you can upload, edit and delete files without leaving the application. This article outlines the steps for enabling the Egnyte integration in your Practifi organization. For information about using the integration, please consult our Using the Egnyte Integration article.

• Installing the Salesforce Application
• Assigning User Permissions
• Connecting to Egnyte
• Adding the Egnyte Section to Client and Prospect Records
• Disabling Deletion of Notes, Files and Attachments
• Enabling Metadata 

Installing the Salesforce Application

1. Click here to view the Egnyte for Salesforce application. Alternatively, open the AppExchange list from under Salesforce Classic.
2. Select Get It Now and then enter your Practifi Salesforce credentials if prompted.
3. You will be prompted to provide the name of the Egnyte server you wish to set up. This becomes part of the URL by which the firm will connect to Egnyte. For example, ABCDocuments.egnyte.com
4. Choose Install in Production and then click Confirm and Install.
5. Select Install for All Users, then click Install. The installation process may take some time to complete.
   
   

Assigning User Permissions

1. From Practifi, click the cog icon in the upper right-hand corner and select Settings from the sub-menu.
   
2. In the Quick Find search bar on the left-hand side, search for and select Permission Sets.
   
   
   
   
3. Select the Egnyte User permission set.
   
   
   
   
4. Click Manage Assignments.
   
   
   
   
5. Click Add Assignment.
   
   
   
   
6. Select the users you wish to have access to Egnyte, then click Assign. If the user needs to add the Egnyte component to Lightning panels, they should also get the Egnyte Administrator permission set.

Connecting to Egnyte

Please note: When the step to authenticate the Egnyte domain is reached below, there may be a problem with the redirection step when using Chrome. If you encounter this, return to this step and log into Salesforce from another browser, for example, Firefox, and open the Egnyte app.

1.  From Salesforce Setup, click the App Launcher and search for and select Egnyte.
   
   
   
   
2. In the Egnyte app, click the Egnyte Domain Configuration tab, then click the Remote Site Setting button.
3. For the EgnyteDomain Remote Site, complete the form per the screenshot below, then click Save. The Remote Site URL is your Egnyte URL.
   
   
   
   
4. Return to the Egnyte Domain Configuration tab and click the Edit button.
   
   
   
   
5. Enter your Egnyte domain into the Egnyte Domain field. Your domain is the word that appears before ".egnyte" in your Egnyte URL. After clicking Save, you will be redirected to an Egnyte login page.  
6. On the Egnyte login page, enter your credentials to sign in to Egnyte. Please note that the user credentials provided must be for an Egnyte administrator and for an account that does not have two-factor authentication enabled.
   • This redirection process often returns an error message when using Google Chrome, so if you encounter any issues, try a different browser.
7. The administrator user is one that the firm might already have set up.  It will also be the user who was set up if the firm set up their Egnyte server as a Trial (from their website).
8. Once this process is completed, you will return to Salesforce with a message bar and a Continue button. Click Continue to complete the step.

An example of a correctly configured EgnytePackage Remote Site would appear as follows:

Adding the Egnyte Section to Client and Prospect Records

The steps required are outlined in detail in documentation accessible by the Practifi Customer Support team. The steps the team will complete are essentially as follows:

1. First, locate a Client record in Practifi. This can be any Client record.
2. Click the Setup icon and select Edit Page.
3. Search for the Practifi - Navigation Section component in the left side search bar, then drag and drop the component over the Activities navigation section.
4. Give the component the title of Egnyte and and set the Icon field as fas fa-star-of-life.
5. Search under Components and select the EgnyteComponent element. Drag this element to the Egnyte navigation section.
6. Upon clicking Save, a message to Activate the updated page will appear. Click Activate, and select Assign to App, Record Type and Profiles.
7. Under the App selections, select Advisor, Client Service, Management and Marketing apps.  Click Next.
8. Select all Form Factors, and select Next.
9. Under Select Record Types, select Individual Client, Household Client and Organization Client, and click Next.
10. Under Selected Profiles, select Standard User and System Administrator.  Click Next. Review the Assignments, and click Save.
11. Repeat the steps, first locating a Prospect record in Practifi.
    • Add the Egnyte section and EgnyteComponents to the layout.
    • When selecting Record Types, select Household Prospect, Individual Prospect and Organization Prospect, and click Next.
    • Finish the remaining steps.

Disabling Deletion of Notes, Files and Attachments

By default, the Egnyte integration is configured to delete notes, files and attachments from Practifi after they are uploaded to Egnyte. If you want to retain these items in Practifi:

1. In the Egnyte app, click the Egnyte Sync Configurations tab.
   
   
   
   
2. Click the caret and switch the view to All.
   
   
   
   
3. Click the Account hyperlink.
   
   
   
   
4. On the Account page, click the Edit button.
   
   
   
   
5. On the edit screen, un-check the Delete Notes and Delete Files & Attachments boxes, then click Save.
   
   
   
   

Enabling Metadata 

The integration between Practifi and Egnyte allows for additional metadata from Practifi records to be included with files, notes and attachments when they are transferred over to Egnyte. 

Please note: Configuring this feature requires you to select which fields to include. For assistance, please reach out to Egnyte support.