Connecting to Cherwell

To set up Magic Suite apps to connect to your Cherwell system:

In Cherwell, as a Cherwell CSM Administrator, create your Client ID. To do this:

1. From the Main window, select Security
2. Click Edit REST API client settings.
3. Click the Plus icon.
4. Complete the details. For more information, click here to view the Cherwell documentation

In ReportMagic:

1. From the Admin menu, click Connections
2. Click the Create button
3. Enter a name - we recommend that you use "Default" for the name of the first connection of each type, and optionally, a description.
4. From the Type drop-down list, choose a Connection type of Cherwell then:
• In the URL field, enter the URL of your system.
• In the User name field, enter the user name.
• In the Password field, enter the password.
5. In the Configuration box, type your ClientId as shown below:
   
6. Optionally, add "TimeoutSeconds" to the Configuration, to choose a custom request timeout.
   The default is 100 seconds unless set otherwise for example, "TimeoutSeconds" : 500
7. Optionally, add "MaxAttempts" to the Configuration, to choose the maximum number of attempts when a failure occurs. The default is 5.
8. Click Save.

Note: Passwords are stored encrypted in our database, and cannot be accessed by any other users of the system.