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Configuration

Configuration - Clearpoint Systems Docs

Learn how to configure Clearpoint Systems Technology for your organization. Covers integration settings, workflow rules, and system options.

Clearpoint Systems Technology is configured through the web interface and system settings. This guide covers all available configuration options.

Basic Configuration

A minimal configuration includes:

  • Organization name and timezone
  • User roles and permissions
  • Integration connections
  • Workflow rules

Clearpoint auto-detects most system settings, but you can override them as needed.

Integration Settings

Control how your systems connect and communicate:

integrations:
  sap_erp:
    type: "sap"
    connection: "https://sap.company.com"
    authentication: "oauth2"
    data_sources:
      - "customers"
      - "orders"
      - "inventory"
    sync_frequency: "15m"

System Type Detection

Clearpoint automatically supports common business systems:

  • SAP ERP
  • Oracle NetSuite
  • Salesforce CRM
  • Microsoft Dynamics
  • QuickBooks
  • Custom REST APIs

Override detection with the type option:

type: "custom_api"

Workflow Configuration

Define workflow rules and data transformations:

workflows:
  order_to_finance:
    trigger: "new_order"
    source: "sap.orders"
    destination: "netsuite.invoices"
    transformations:
      - map_customer_id
      - calculate_tax
      - validate_amount
    approval_required: true

Data Validation Rules

Configure validation for data quality:

validation_rules:
  customer_data:
    required_fields: ["name", "email", "address"]
    email_format: true
    phone_format: true
  financial_data:
    positive_amounts: true
    valid_accounts: true

Environment Settings

Configure different environments for testing and production:

environments:
  staging:
    integrations: ["test_sap", "test_salesforce"]
    approval_required: true
    sync_frequency: "1h"
  production:
    integrations: ["sap", "salesforce", "netsuite"]
    approval_required: true
    sync_frequency: "15m"

Security Configuration

Configure security and access controls:

security:
  encryption: "aes-256"
  audit_logging: true
  data_retention: "7y"
  access_controls:
    ip_whitelist: ["192.168.1.0/24"]
    session_timeout: "8h"

Monitoring and Alerting

Configure system monitoring and notifications:

monitoring:
  health_checks:
    interval: "5m"
    timeout: "30s"
  alerts:
    sync_failures: true
    data_anomalies: true
    system_errors: true
  notifications:
    email: ["admin@company.com"]
    slack: "#operations"

Full Example

Here’s a complete configuration example:

organization:
  name: "Acme Manufacturing"
  timezone: "America/New_York"
  
integrations:
  sap_erp:
    type: "sap"
    connection: "https://sap.acme.com"
    authentication: "oauth2"
    data_sources: ["customers", "orders", "inventory"]
    sync_frequency: "15m"
    
workflows:
  order_processing:
    trigger: "new_order"
    source: "sap.orders"
    destination: ["salesforce.opportunities", "netsuite.invoices"]
    transformations: ["map_customer", "calculate_total"]
    approval_required: true
    
security:
  encryption: "aes-256"
  audit_logging: true
  access_controls:
    role_based: true
    ip_whitelist: ["10.0.0.0/8"]
    
monitoring:
  health_checks:
    interval: "5m"
  alerts:
    sync_failures: true
    data_anomalies: true
  notifications:
    email: ["ops@acme.com"]

Next Steps