Step 2: Configure Settings

You can access your settings from the footer of your ItemPath site, or via http://[your URL or IP]/settings.

General Settings

(Required)

In the General tab, your base URL will need to be entered in the "ItemPath URL" field. This tells ItemPath how to generate links for new users and password resetting.

For cloud users, this will usually look something like "https://[company].itempath.com" or "https://[company]test.itempath.com".
For on-premise users, this maybe be just be your IP address, or something else if you've rerouted it. It will be http by default, or https if SSL is enabled.

The license field will be filled in already, since you've entered it in the sign-up form.

You can also a global Time Zone, which will be the default for all new users. If no time zone is set, the default time zone is UTC.

Users can also set their personal time zone in their user settings. Setting this to a different time zone will override the global time zone setting for that user.

Kardex (PowerPick) Settings

(Required)

In the Kardex tab, connections to PowerPick need to be set. ItemPath connects to PowerPick in two ways: with the rule engine, and directly to the MSSQL server.

PowerPick MSSQL Connection:

To get data from PowerPick, you'll need:

PowerPick SQL Server username, password, database name, dedicated IP address, and port number (if changed from the default port 1433). The dedicated IP address should be a public IP accessible outside of internal networks, as ItemPath runs in the cloud.
Your PowerPick SQL Server will need to be able to accept remote connections via IP. For more details on how to set this up, visit the SQL server documentation: https://docs.microsoft.com/en-us/sql/database-engine/configure-windows/configure-a-server-to-listen-on-a-specific-tcp-port?view=sql-server-ver15

Web Services connection:

If you are planning to use ItemPath to create or process orders, you will need a dedicated IP for your machine running the PowerPick rule engine, as well as a PowerPick username and password. The dedicated IP address should be a public IP accessible outside of internal networks, as ItemPath runs in the cloud.

If Web Services needs to be configured in PowerPick, visit the guide here for help with that.

(Note: A Web Services connection is not required if you aren't using ItemPath to create or process orders.)

You'll see a "Test Connection" button for each connection, which you can click to check if the connection details were successful. Successful connections are indicated by a green checkmark.

Connections Settings

(Required for Data Push Only)

In the Connections tab, the Data Push connection to your middleware needs to be set up. Click the “+” button to start a new connection and follow these steps:

Give the connection a Name you choose. Set the Type to "API".
Enter the base Address of the API call. (The path will be configured later when creating an integration.)
Choose an Authentication Type. either "Basic" or "No Auth".
If "Basic" authentication is selected, enter a Username and Password to use to access the system.
If "No Auth" authentication is selected, you can enter authentication keys in the next step. Click "Save" to open next steps.

Once these settings are saved, you'll be able to set the test endpoint (usually /ping.) You can also enter headers that will be sent for all Data Push calls. For authentication keys, we recommend checking the Private box to indicate confidentiality. Those keys won't show in up any logs.

Test the connection and check for a green checkmark confirmation.