Activate Connect

Connect is active by default on new instances. For upgraded instances, you can activate the Connect plugin (com.glide.connect) if you have the admin role.

Before you begin

Role required: admin

About this task

If you used Collaboration in the Fuji release, the Connect plugin is activated automatically.

Procedure

  1. Navigate to System Definition > Plugins.
  2. Find and click the plugin name.
  3. On the System Plugin form, review the plugin details and then click the Activate/Upgrade related link.

    If the plugin depends on other plugins, these plugins are listed along with their activation status.

    If the plugin has optional features that depend on other plugins, those plugins are listed under Some files will not be loaded because these plugins are inactive. The optional features are not installed until the listed plugins are installed (before or after the installation of the current plugin).

  4. (Optional) If available, select the Load demo data check box.

    Some plugins include demo data—Sample records that are designed to illustrate plugin features for common use cases. Loading demo data is a good practice when you first activate the plugin on a development or test instance.

    You can also load demo data after the plugin is activated by clicking the Load Demo Data Only related link on the System Plugin form.

  5. Click Activate.

Installed with Connect

Several types of components are installed with Connect.

Notifications installed with Connect

Connect adds the following notifications.
Name Description
Collaboration Offline Group Message(s) Sends an email notification to offline users when there are new messages in group chats they are members of. Contains a link to open the conversation and a summary of the messages.
Collaboration Offline Message Bundle Sends an email notification to offline users when there are new messages in direct chats. Contains a link to open the conversation and a summary of the messages.
ConnectMessagePushNotification Sends push notifications to users according to their notification preferences. This notification also impacts Connect Support.

Tables installed with Connect

Connect adds the following tables.
Name Description
Collaborator

[collaborator]

Stores a record for each conversation, for each conversation member.
Note: The Collaborator table is left over from the Collaborator plugin in Fuji. It is not used in Connect or Live Feed.
Connect Action

[connect_action]

Stores a record for each Connect action. This table is also used in Connect Support.

Properties installed with Connect

Connect adds the following system properties.
Note: To open the System Property [sys_properties] table, enter sys_properties.list in the navigation filter.
Name Description
collaboration.email_interval Sets the number of minutes the system waits before sending a Connect notification email to an inactive user.
collaboration.frameset Determines whether the Connect overlay is visible (enabled). This property also impacts Connect Support.
collaboration.polling_interval Sets the number of seconds the system waits between polling for new Connect messages. This property also impacts Connect Support.
  • Type: integer
  • Default value: 10
  • Location: System Property [sys_properties] table
connect.notification.audio_alert Specifies the audio file to play to notify users of new messages, support conversation transfers, and @mentions in Connect. This property's value must point to the Name field of a record in the Audio File [db_audio] table. This property also impacts Connect Support.
connect.retrieve_external_link_content Enables Connect to render URLs for external sites as links. When this property is disabled, URLs that point anywhere outside the instance appear as plain text. This property also impacts Connect Support.
  • Type: true | false
  • Default value: true
  • Location: Collaborate > Administration > Properties
connect.roles Determines which user roles are required to access Connect. When the value is blank, no role is required. This property also impacts Connect Support.
Note: If you choose to restrict Connect access to specific roles, consider updating the role requirements for Connect modules and other access points.
  • Type: string
  • Default value: <empty>
  • Location: Collaborate > Administration > Properties
glide.connect.enabled Hides the Create or Join Chat Room related link, which appears on the Incident form when legacy chat is enabled. Legacy chat and Connect Chat should not be used concurrently and this property should not be modified.
  • Type: true | false
  • Default value: true
  • Location: Collaborate > Administration > Properties
glide.connect.chat.disabled Disables and hides all UI elements related to Connect.
  • Type: true | false
  • Default value: false
  • Location: System Property [sys_properties] table
glide.live_feed.task_header_button Determines whether the show live feed icon (Show live feed icon) and Follow button are available in the form header of tables that have the live_feed=true dictionary attribute.
  • Type: choice list
  • Default value: collaboration
  • Other possible values:
    • both: enables both the show live feed icon and the Follow button.
    • live_feed: enables the show live feed icon.
    • none: disables both the show live feed icon and the Follow button.
  • Location: Collaborate > Administration > Properties
  • Learn more: Configure record conversations

Business rules installed with Connect

Connect adds the following business rules.
Business rule Table Description
Add message to conversations Visual Task Board Card

[vtb_card]

Generates system messages for conversations created from Visual Task Boards. The messages provide updates when cards are added to the board or moved between lanes.
Broadcast Chat APNS Live Feed Message

[live_message]

Generates push notifications when new messages are received in a conversation.
Broadcast Chat APNS Live Mention

[live_mention]

Generates push notifications when a user is mentioned in a conversation.
Connect: Notify Record Conversations Attachment

[sys_attachment]

Enables record conversations to display attachments added to the underlying record, in real time.
Send Notification Notification

[live_notification]

Generates the appropriate notifications when a user is mentioned in an activity stream.
Sync Board Members With Group Members Live Group Member [live_group_member] Adds Visual Task Board members as conversation members when you create a conversation from the board.