Applications can be added from the application catalogue. For applications not listed, the application capture can be used. Where more complex applications are needed and capture isn’t working please contact support here.
The Add Apps button lets you add applications from the Practice Protect Services platform App Catalogue.
- Login Practice Protect platform then Click on Switch to Admin Portal.
- In the left side pane, select Web Apps.
- Click Add Web Apps.
The user portal opens the App Catalog window. The left pane has two tabs:
●Search: Use this tab to display the applications in the Practice Protect platform App Catalog by category or search for a specific application. If you do not find the application using either method, use App Capture to add it—see Using App Capture.
●Recommended: Applications assigned to you by your IT department that are optional.
- Click the Add button associated with the application you want to add then click Yes in the pop up window to confirm your selection.
- Click Close.
- The application is now Ready to Deploy status.
- Now go to User Access and assign the roles that can access the app. You can assign this to Everybody or to specific roles. – See Guide.
- Click Save to complete the application configuration.
The application is now listed on your Apps page.
Note: You can select multiple applications before you close the App Catalog window. The next step is to assign credentials for those applications. See Add application credential in PPO.
App Capture is a feature of Practice Protect platform Infinite Apps that is embedded in the Practice Protect platform Browser Extension. It allows you to add web applications that are not in the Practice Protect platform App Catalogue. The App Capture utility identifies the user name and password fields on the application’s log in page. When these fields are identified on the web page and you have signed in using your user name and password, the user portal transparently logs you in every time you open the application.
To use App Capture, you need to install the browser extension in a Firefox browser. See Installing the browser extension in Firefox for the details.
To add an application by using App Capture:
- Open a browser window in Fire Fox.
- Sign into the plugin with your Practice Protect account if not already signed in.
- Open another browser window and go to the sign-in page for the application that you want to add.
- Select the browser extension icon in the tool bar and select Gear > Advanced > Capture.
- Click Set Manually.
- Click the field for Username. Example, click ‘Email Address” field for Xero.
- Click the field for Password.
- Select one of the following options:
No – if the page you’re trying to capture doesn’t require an additional login field. Yes – if the page you’re trying to capture does require an additional login field like “Domain”
- Select one of the following options: • (recommended) Right-click the Sign in button on the Web page to capture it. After right-clicking the button, click Next to continue with App Capture.
• Use keyboard Enter key event. When you select this option, this will simulate users clicking the ‘Enter’ key when signing in. This option is not recommended as it’s less reliable than the previous method.
- Update the default information for the Name, Description and Icon.
- Click Finish.
- Confirm application is setup correctly. Open a browser window and navigate to the admin portal by Selecting the drop down box next to your name, then selecting ‘Switch to Admin Portal’
- In the left side pane, select Web Apps then select the App you just captured.
- Go to Advanced.
- Confirm the Username and Password fields are using the format of “input[tag_name=”attribute_value”]” as shown below.
- a If the Username and/or Password fields are not using the format above or using the ID field please follow the steps below to confirm the best attribute for the application.
- Navigate to the web page you have just captured. Right click on the Username field and select ‘Inspect Element’
- The Username field will automatically be highlighted. Look in this tag for an attribute that is most likely to be both unique and also won’t change upon reloading. The Type parameter has been found to be the most consistent if available use the “Type” field, if not look for “Name” or “Title” do not use the “ID” field as this is known to change. Repeat for Password Field.
- Edit the Username and Password fields within the Practice Protect application to contain the correct Type value from the previous step. Eg. “input[type=”email”]”
- Now update the order field with an order script. The default is [[“sleep”,”2000″], [“ups”]] . Use the following guide to determine the correct order script needed.
- Click Save.
- You can now delegate Application Permissions – See Guide.
- Once permissions are delegated please test the application for smooth login.