Synchronization steps: Difference between revisions

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This is a technical description of the steps that are performed during a [[synchronization]].
This is a technical description of the steps that are performed during a [[synchronization]].


== Connection ==
== Connection to the CRM server ==


Security note: All communication is over https, some users additionally use VPN.
Security note: All communication is over https, some users additionally use VPN.


; STEP1
Step 1: Authentication
* Authentication (usu. login/password) // OAuth2 is multi-factor (can use f.e. supplementary email verification)
* Usually requires login and password. (OAuth2 is multi-factor authentication and can use e.g. supplementary email verification)
* Result: Security token // Expires after a few hours
* Result: Security token (tokens expire after a few hours)


; STEP2
Step 2: WhoAmI -> SystemUserId, OrganizationId, BusinessUnitId
* WhoAmI -> SystemUserId, OrganizationId, BusinessUnitId


Security token is included in every following server request. Based on it server decides
Security token is included in every following server request. Based on it server decides

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