Internal Setup
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Note: This is the newer, easier, preferred method to set up Fastcase for a customer. |
What is Fastcase?
Fastcase offers a spectrum of legal software tools to equip law professionals with smarter, more efficient solutions, out integration will give people access to Fastcase through the Info Hub using a custom Integration method.
Welcome to the new and improved Fastcase integration method.
Fastcase traditionally has been a bit of a struggle to integrate with but this new and improved method should be a lot simpler as well as being a lot less error prone.
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Note: This Integration ONLY works on GrowthZone there is currently no plans on bringing it to ChamberMaster |
Step 1.
Fastcase should provide a Launch Document that includes 3 bits of information we will need for the launch. This has been a Word Document in the past and you can find the information on Pages 2 and 3
1. A CompanyUID thats number
2. An Offset thats a number
3. A Multiplier thats a number
Step 2.
We would need to first create a link inside of the Infohub
The Link is going to follow this convention
1. You will want to replace the <UID> with the CompanyUID that Fastcase provided.
2. You will want to replace the <URL> with a URI Encoded URL, this is normally there website and you would run the URL through this site to make sure its valid https://www.urlencoder.org/
3. The rest of the URL should be left as is as it the InfoHub will auto fill in the content based off the user that is signed in.
4. The URL will be added inside GrowthZone in Setup > Website area: Info Hub Settings > Links Tab > Click the Add Button on the right hand side of the page
5. Then filled in as follows
Link Name: FastCase
Link URL: The URL that we just created
Display Order: Leave as is.
Hub Icon: fa-external-link-alt
5. Click Done.
Step 3.
Sign into Github and get the prebuilt code and update it and apply it to the infohub.
1. Sign into Github here https://github.com/MicroNetOnline/WebServiceSnippets
2. Go to GZ-CMS > Integration/FastCase > There should be a Current.js option, the older or additional files are there for legacy and you can ignore them.
3. The Top of the Javascript file will have some const's that include the following
_PASSKEYOFFSET: Update this with the number Provided by Fastcase
_PASSKEYMULTIPLIER: Update this with the number Provided by Fastcase
_FASTKEYLINK: This should be good as is but if it fails you can update this
4. You need to update the const's with the values provided from Fastcase.
Step 4.
I personally use a Minify Plugin to minify the code we just updated but this is not needed and if you want to skip it you can but it does make it a lot smaller.
1. Once you have the code we need to place it in the proper place we are going to go to Setup > Website area: Info Hub Settings > Info Hub Settings Tab > Scroll to the bottom of the page > If Advanced Options is Unchecked Check it and you should get a Header and Footer HTML area.
2. In the Footer HTML area if there is any code scroll to the bottom of the area and add the following
<script>
//Fastcase code ticket #xxxxxx
// The Code you got from Github should go to the line below this
</script>
3. In the Header Html area if there is any code scroll to the bottom of the area and add the following
<style>
/* Fastcase hide link before its ready ticket #xxxxxxxxxxx */
a[href^="https://apps.fastcase.com/PartnerBenefits/"] {
display: none;
}
</style>
Step 5.
Congratulations you should be complete!
However you might want to sign into the InfoHub as a Contact and see if it works for you properly.
Troubleshooting
If it fails check the console there is a number of error checks in the application so that might give you and idea of what the issue is.
The most common issue is that the Passkey failed to update on the Link, this is normally because the Link does not exist, and it has about 5 checks to try to prevent this from being an issue by
1. hiding the area initially so its not even showing.
2. Check the mutator api framework to monitor the DOM and when the area exists
3. Set a time out for a second so the area is 100% fully created
4. then run a function to check the time and date and then generate a custom key and insert this into the link
5. then finally show the area.
If having trouble you can contact Paul Schmalenberg first or Kellan Pfaff second if Paul is unavailable as they 2 people involved in the integration.
1. The Passkey expires every hour, if someone is in the infohub from a while its possible that the link will timeout, simply reloading the page will fix this.
2. The link will show for EVERY SINGLE person and not just people that have access. We used to check if they were actual members but the ability to simply check this was removed as a security update in GrowthZone and its not going to be re-implimented as it would take an API key or OAUTH and a custom site and this is much to large of an ask for a simple integration.
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Note: OLD this is no longer used or updated. |
This is a manual integration with 3 parts
1. A PHP file needs to be hosted on a server that we can edit the .htaccess file for CORS so we can access it from the info hub
2. A custom link is created in InfoHub for the login page
3. A custom Javascript snippet is added to the Infohub to update the login link
Step 1 - The PHP file
- FastCase will provide an Offset and Multiplier via documentation.
- Login to the WebServices GitHub Repo and navigate to GZ-CMS/Integration?FastCase/fastcase.php and download a copy of the file
- Update the Offset and Multiplier in the file to the one provide
- Upload the file and update the .htaccess file to allow access to the infohub URL
- The File also needs to be SSL secured for it to work
- We have setup this up for people as a LiquidWeb Cloudsite and set their domain up through CloudFlare and then setup a FTP account to setup the .htaccess file.
Step 2 - The Custom Link
FastCase will provide an UID via documentation.
The Link is going to be in this format
You would want to update the UID to the one provided from FastCase and the LogoutURL to their website or whatever page they want.
The link is then added to there Database in Setup > Info Hub Settings under Website > Links Tab > Click the Orange Add Button > Add the Link Here
Link Name - Can be whatever you want
Link Url - The Link you created
Display Order - What position the Link will be in the menu, this should not matter
Hub Icon - Icon next to the link can be blank but fa-external-link-alt works well
Step 3 - The code
Grab the code from the Github repo here
Update the line code to point to the php file you uploaded its currently on line 240
Put the code between <script > tags in
Setup > Info Hub Settings under Website > Scroll to the bottom of the page > Check Advanced Options > Footer Html area.
Here is an example document from FastCase
Once the Integration is completed you will find the link to the InfoHub in the links section on the left-hand side
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