Who is this article for?

IT Administrators responsible for managing solution integrations.

Database, Administration module access and Local IT permissions are required.

To help you effectively manage Documents, we introduced an integration that allows Documents from Quality Management to be sent directly to Please Review for review. Once updated, they will then be checked back into Quality Management without the need for the files to be sent to the user's computer.

This article outlines the steps you need to take to be able to benefit from the integration.

Prerequisites

• Please Review v6.5.2 (or above)
• Quality Management v7.0 (or above)
• Quality Management Database display name
• Quality Management application server IP, hostname, or fully qualified domain name
• Quality Management database write access

Configuring Ideagen Quality Management

Before configuring the integration in Ideagen Please Review, you need to set up the configuration in Ideagen Quality Management.

We recommend following our article on configuring the legacy Ideagen Please Review integration.

Configuring Ideagen Please Review

To set up Please Review for the integration, you need to:

• Configure systemconnectors.xml to add the Quality Management connector.
• Configure QPulseLogin.xml to include the credentials for the user account created earlier.

Systemconnectors.xml

To set up the connector:

1. Navigate to the Please Review install folder.
2. Edit systemconnectors.xml.q-pulse.
3. Replace [[DB_DATABASE_NAME]] with the name of your database.
   You can find this information on the Quality Management login screen.
4. Replace [[FriendlyName]] with a display name for your database.
   This will appear on the Please Review login screen.
5. Save the file.
6. Rename the file to remove the .q-pulse extension.

QPulseLogin.xml

To set up the login:

1. Edit QPulseLogin.xml.sample.
2. Replace [[QP_DATABASE_DISPLAYNAME]] with the name of your database.
3. Replace [[DISPLAY_NAME]] with the name you'd like to see in Please Review dropdowns.
4. Remove the "s" in https for <EndpointBaseAddress> (as necessary).
5. Replace [[QP_PRUSER_USERNAME]] with the username you created earlier.
6. Navigate to .../Please Review/runtime/bin.
7. Open AdminClient.exe.
8. Click System Utils.
9. Select Password Encoder.
10. Enter the password for the user you created earlier.
11. Click Encode. 
12. Replace [[QP_PRUSER_PASSWORD]] with the encoded password.
13. Save the file.
14. Rename the file to remove the .sample extension.

Taraservice and Taraweb

Before you can use the integration, you need to restart Taraservice and Taraweb.

To restart Taraservice:

1. Open Services.
2. Locate TaraService.
3. Select Restart.

To restart Taraweb:

1. Open Internet Information Services (IIS).
2. Expand the server.
3. Select Application Pools.
4. Highlight the Please Review app pool.
   It may have a custom name.
5. Click Recycle on the right hand side.

Your Please Review setup is now complete!

Troubleshooting

Users must log in to Ideagen Please Review using their native Ideagen Quality Management credentials, as automatic login is not supported. External authentication methods for Ideagen Quality Management do not work with Ideagen Please Review, preventing document check in/out retrieval.

Therefore, users should select the Ideagen Quality Management login option when accessing Ideagen Please Review.

To avoid confusion, you can create a separate Ideagen Please Review site with this login option enabled for users redirected from Ideagen Quality Management.