Index

• Sections
  • KNO2 SETUP – API SETTINGS
  • KNO2 SETUP - LICENSING
  • Connect ICANotes to Kno2
  • Direct Messaging and Fax Setup in ICANotes
  • Set Up Recipients

KNO2 SETUP – API SETTINGS

1. Log into your Kno2 account.

2. Select the Setting gear  in the upper right hand corner.

3. Select Organization

4. Scroll all the way down on the Organization tab to the section that says API settings.

a. Select the  button.

b. A confirmation window will appear.

    i. Select the Create Client Credentials button for to continue.

c. Store your key and secret in a secure location

    i. Select to copy to the clipboard.

    ii. Open a text program (like Word, Notepad, Wordpad, TextEdit) and paste the credentials (these will be needed later).

d. Select the  button so that will be displayed, indicating that the service account is now enabled.

e. Enter the IP addresses (these are the public IP addresses of the server contacting Kno2).

    i. Enter all four of the following:

54.227.62.66
3.219.19.247
3.225.124.33
98.80.37.6
18.233.190.149

    ii. Select .

KNO2 SETUP - LICENSING

License and Application ID for Access to API

1. Select the Settings Gear  (similar to above).

2. Select Add-Ons.

3. Select the tab.

4. Select the button.

a. Paste or data enter the previously provided license key from ICANotes into the text box.

5. Select  button.

6. Select the tab.

7. Highlight and copy the App ID listed.

a. On the same text program that was used above, paste the App ID (this will be needed later).

Connect ICANotes to Kno2

Integration Configuration

1. Log into ICANotes and navigate to the Chart Room.

2. From the Chart Face, click the  and choose  tab.

3. Select the tab.

4. Select the  button and insert the information recorded above (Key, Secret, AppID).

5. It is very important to copy the key, secret and AppID from the text program (from above) and paste into the fields in ICANotes, as this will ensure that every value is correct. Be sure that there are no spaces at the beginning or end of the entered text.

a. Client ID (Key field)

b. Secret

c. App ID

6.  Click the  button.

Navigate to the Security Center and enable a user for Kno2 by clicking Admissions Admin.

NOTE: It is good to have more than one user with this access. A user with this access is the only one that can trigger the API call from Kno2. Once the user (that has Admissions Admin) clicks on Chart Room, all users will be able to see the documents from Kno2.

Direct Messaging and Fax Setup in ICANotes

1. As a Security Administrator and from the Chart Room, click the icon.

2. Click the  button and enter your password.

3. Find the user that will be using Kno2 and click the  button in that row.

4.  Enter the user’s Direct Address email.

5. Click the  button to save the Direct Address.

Set Up Recipients

1. As a Security Administrator and from the Chart Room, click the <img src="https://app.teamsupport.com/dc/1/Attachments/08e54c