Step 1 - Start the Add System Wizard 

1. To access the System module, click Systems from the menu bar.
   
2. As a new user, your home page will not display any systems. Instead, it will show a 'No System Yet' message along with an Add button.
3. To add a system, click this button or the Add button in the action area. This will initiate the add system wizard.
   

Step 2 - View Wizard Introduction 

1. Once the Add system wizard is initiated, a pop-up will appear titled Introduction. 
   
2. The screen provides you with an overview of the Add system wizard. This will help you to understand what is coming ahead. 
   
3. Before adding details to the wizard, please get familiar with some standard icons and their usage.
4. The screen is divided into two segments:
   
1. Information Area:
   
1. You can find detailed instructions and information for each step in the information area.
   
2. Reading these before filling in the details on the screen is recommended to ensure accuracy.
   
3. Furthermore, there's an icon that allows you to collapse the information bar, thereby increasing the available working area for the content.
4. Click the icon to collapse the bar, and click again to return it to normal.
   
2. Content Area:
   
1. The content area is where all actions must be performed on the screen.
   
2. The screen title is located under Current Step in the top left corner. Currently, it displays an Introduction.
   
3. On the top right corner, you will find the Completed drop-down, which lists all the completed steps. Since you haven't completed any steps, "0" is displayed. Completed steps will be added to the drop-down as you progress through the wizard. If you want to return to a previously completed step, select it from the drop-down.
   
4. A Progress bar is placed below the screen title, which displays the wizard's progress status. The progress bar also indicates the total number of steps and the current step you are working on. For instance, if the total number of steps is six and you are on the first step, the progress bar will display 1/6.
   
5. An image of the entire wizard process is displayed in the working area of the screen.
   
1. A toggle button labeled 'Show every time you use this wizard' is located at the bottom-right corner of the screen. Disabling the toggle button will not display the Introduction screen when you initiate the add system wizard. However, if you enable the toggle button, you will see the Introduction screen every time you start the add system wizard. This means that the Introduction screen will be skipped if you have disabled the 'Show every time you use this wizard' button.

Step 3 - Select System

1. Please select the system you want to configure in this step. You will see a list of already installed systems to choose from.
   
2. To help you find the right system, search and filter options are available on the screen.
   
3. The corresponding results will appear instantly when you start typing a name into the search field.
   
4. You can also use the Type filter to search for a particular system. Choose the appropriate option from the drop-down list, such as Accounting System, to display all related systems.
   
5. You can apply the Rating and Provider filters to narrow your search further. For example, if you've sorted your systems by type, like an Accounting System, you can apply the Rating filter to sort them by rating. Once you've done that, you can apply the Provider filter to get the specific system you want. These search and filter options let you quickly and easily find the right system for your needs.
6. To select, click on the desired system; that row will be highlighted.
   
7. If you want to cancel the add system wizard at any point, click the Cancel button. This will cancel the wizard and take you to the system home screen.
   
8. To return to the previous step, click the Previous Step button.
   
9. Next Step:
   
1. The Next Step button is disabled by default, but will be enabled once you select a system.
   
2. Click on the enabled Next Step button to continue.

1. If you cannot find the system you are searching for after applying the filters, you will be taken to a screen with three options.
   
2. The first option, Get from the marketplace, will allow you to choose your desired system from the marketplace.
   
3. The second option, Create Your Own System, will enable you to create your system and be directed to the System Designer screen.
   
4. The third option, Ask the Community for Support, allows you to seek help from the OneEnterprise community. You will be directed to our community portal to post your queries and receive assistance.
   
5. Select the appropriate option by clicking on the desired button. After clicking the desired button, you will be moved out of the Add System Wizard and directed to the respective screen.

Step 4 - Define System Details

Step 5 - Provide System Logo

1. When you choose to either Change or Remove, a pop-up window will appear where you can select a logo from your local system. Once you choose the desired logo, click the Open button, and a cropping window will appear. 
   
2. While using the cropping window, you can edit the selected logo. A toolbar is available at the bottom of this window, featuring several icons, including a crop icon, a zoom in/out icon, rotate right and left icons, a vertical and horizontal flip icon, and a reset icon. After finishing your edits, click the Save button. Clicking Save in the cropping window saves the logo, and a preview will then appear in the designated area. 

1. The system credentials may vary from system to system. Additionally, systems with basic authentication and OAuth 2.0 will have different credential requirements.
   

For the OAuth 2.0 System

1. To proceed, you must provide your system credentials.
   
2. It's important to note that the fields on this screen may vary depending on your system, as each system has its own set of authentications.
   
3. Refer to the System Connector article to know how to get the system credentials. 
4. Fill in all the details on the screen:
   
1. OAuth 2.0 Application ID: Select the OAuth 2.0 application ID from the drop-down. 
   
2. External Server URL: Enter the external server URL in the field.
   
3. Call URL: Enter the callback URL in the field.
4. Protocol: Enter https (Secure HTTP Protocol) depending on your system type. 
5. Next Step:
   
1. The Next Step button is disabled by default. Once you fill in the details in each field, the button becomes enabled.
2. Click on the enabled Next Step button to continue.
5. OneEnterprise will utilize these credentials to create an authenticated connection with your system for data exchange.  
   
6. If you want to cancel the add system wizard at any point, click the Cancel button. This will cancel the wizard and take you to the system home screen.
   
7. To return to the previous step, click the Previous Step button.

System with Basic Authentication

1. To proceed, you must provide your system credentials.
   
2. It's important to note that the fields on this screen may vary depending on your system, as each system has its own set of authentications.
   
3. Refer to the System Connector article to know how to get the system credentials. 
4. Fill in all the details on the screen:
   
1. Protocol: Select the HTTP Protocol or Secure HTTP Protocol depending on your system type. 
   
2. Server: Enter the system server URL in the field.
   
3. User Name: Enter the user name of your system.
   
4. Password: Enter the password of your system.
   
5. Next Step:
   
1. The Next Step button is disabled by default. Once you fill in the details in each field, the button becomes enabled.
2. Click on the enabled Next Step button to continue.
5. OneEnterprise will utilize these credentials to create an authenticated connection with your system for data exchange.  
   
6. If you want to cancel the add system wizard at any point, click the Cancel button. This will cancel the wizard and take you to the system home screen.
   
7. To return to the previous step, click the Previous Step button.

1. After clicking the Next Step button on the Provide Credentials screen, we will begin testing the connection with your system using your provided credentials.
   

For the OAuth 2.0 System

1. OneEnterprise will set up the test connection using the credentials provided by you in the previous step.
   
2. If your system involves OAuth authentication, the external system might ask you to complete the authentication process.
   
3. For example, we have taken the Brioso system for demonstration purposes.  
4. An Authentication pop-up may request further details to authenticate your external system connection.
   
5. Follow the instructions displayed on the authentication pop-up and provide the necessary details and complete all the steps as requested. The authentication pop-up may vary from system to system and ask for different types of authentication processes.  
   

Please be aware that if you provide incorrect details or do not provide the necessary information, we will be unable to establish a connection with your system.

1. Once the authorization is granted, a connection will be established between OneEnterprise and your external system. 
   
2. A confirmation message will appear on the screen, and the Next Step button will become enabled. This means your system is successfully created and added to the application.
3. Click the Next Step button to continue.

At this point, your system has been created and integrated into the application. You will need to configure some of the system settings in the following steps. If you want to exit the wizard and set up the remaining system settings in the system's edit mode, click the Close button at this stage.

Step 8 - Provide System Settings

1. After clicking the Next Step button on the Testing System Connectivity screen, the following screen will appear.
   
2. On this screen, the system's settings will be displayed, which are based on the user-defined settings in the system designer.
   
3. For example, the date will determine the control settings, such as text field, date picker, dropdown, etc.
   
4. Each setting will have a corresponding control on the screen.
   
5. Define all the settings on this screen for smooth functioning of the system.
   
6. Once all the settings are configured, click on the Next Step button.

Please take note that this step is voluntary. You have the option to close the wizard at this stage. Subsequently, you may enter the system's edit mode to define the system's settings. We recommend configuring all settings to ensure the system functions smoothly.

Step 9 - Assign User(s)

1. On this screen, you need to assign the admin user to your system. The assigned users will have full rights on the system, allowing them to modify, delete, or assign any other admin user to the chosen system.
2. By default, you will be assigned as an admin user for the system. However, you add more admin users to your system.
3. A list of users is displayed on the screen. 
   
4. If you cannot find your desired contact, you can use the search function to locate them. Additionally, you can search for the user by their Business Partner. You can search for the required business partner from the drop-down menu. Upon selecting the business partner needed, the corresponding contacts will be displayed.
   
5. You can select one or multiple users by clicking on the band, and the selected band will be highlighted.
   
6. Once you are done selecting the admin user from the screen, click on the Next Step button.

Please take note that this step is voluntary. You have the option to close the wizard at this stage. Subsequently, you may enter the system's edit mode to define the admin user.