Connecting Certify to Certify BPP to Utilize Report Templates

If you have created report templates in Certify Business Process Procedure™ (Certify BPP), you can use them as templates for reports that display Certify results. Before you can utilize the templates, you must connect to Certify BPP.

To connect to Certify, you need to update the Certify BPP configuration file. For more information, see the Certify Business Process Procedure Installation Guide.

To connect Certify to Certify BPP to utilize report templates:

1. From the Certify menu, select Configure > Integrations > BPP.

   The Change Certify BPP Configuration dialog opens.

2. In the Certify BPP Base URL field, enter the URL address that will connect Certify to Certify BPP.

3. Click the Test button to test the configuration.

   A message opens saying the configuration was successful.

4. Click OK.

5. In the Change Certify BPP Configuration dialog, click OK.

   Certify is now connected to Certify BPP, and you can now use Certify BPP templates for Certify reports. For more information, see Creating Certify Reports Using Certify BPP Templates.

 

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