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Frevvoproduct
provides a plugin an add-on that you can install into Confluence to create sophisticated forms and workflows integrated with Confluence. You can either use
Frevvoproduct
's SaaS service (strongly recommended at 
least for evaluation) or install The add-on requires installation of an in-house {frevvo form
Frevvoproduct
server.<div style="background-color:#ffce7b">These

Info

These instructions apply to

the <span style="

the 

Frevvoproduct
stylefont-weight:bold

;color:#1122dd">frevvo-Confluence plugin</span> for use with a frevvo v4

 Confluence add-on for use with an on-premise 
Frevvoproduct
 v4.1.7

server. If you are looking for the frevvo 3.4.x compatable plugin, see [https://studio.plugins.atlassian.com/wiki/display/CFRV/Confluence+Frevvo+Plugin instructions here] </div>

 

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== Using frevvo's SaaS service ==
You can now connect your Confluence server to frevvo's SaaS service. No frevvo installation is necessary. This is the simplest way to evaluate Live Forms for Confluence and we strongly recommend it for evaluation. A free 30-day trial is available.
[http://www.frevvo.com/frevvo/web/static/contact/contactUsPricing Contact us] for pricing and to setup a monthly subscription to the SaaS service.

<div style="font-weight:bold;background-color:#63ffc7">[[Image:Lightbulb.png]] We recommend viewing [http://www.youtube.com/watch?v=vsf4o_itYiE&hd=1 a short video] for more information.</div>

# [https://www.frevvo.com/frevvo/web/static/registerSaaSConfluence Click here] to signup for a SaaS frevvo Confluence account. Complete the form and activate the account by clicking on the link in the activation email that is sent to you. The tenant ID, admin user name and admin user password will be used later for plugin configuration.
# Click, [[V4_Confluence_Installation#Installing_and_Configuring_the_Confluence_plugin | Installing and Configuring the plugin]] to complete the installation.

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- v5.1 server.

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Using an In-house Live Forms server

  1. Download and install the
    Frevvoproduct
     server. Instructions for a Windows platform can be found on the Installation Instructions page. Click here for information about other platforms.
  2. Setup your In-house
    Frevvoproduct
     server for Confluence. You must now create a tenant

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  1.  specifically for Confluence.

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== Installing and Configuring the Confluence plugin ==

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  1.  
  2. Click, Installing and Configuring the add-on to complete the installation. 
Considerations:
  1. If you change the value of the session timeout in the Confluence tenant created in 
    Frevvoproduct
    and the server is restarted, forms/flows in Confluence become inaccessible until the tenant is edited or the server is restarted once again.
  2. If you create a user in Confluence, with the role of frevvo.designer, and then try to login to the Confluence tenant on the
    Frevvoproduct
    server with this id, an "Invalid username/password" error will display. A password reset on the
    Frevvoproduct
    server will have to be performed to reset the random password generated when the user was created in Confluence. 

Installing and Configuring the Confluence add-on

Install the add-on

Using UPM:

We strongly recommend using Universal add-on Manager (UPM). Please follow the Atlassian instructions  for adding an add-on. Search for the frevvo Live Forms and Workflows for Confluence add-on in UPM, select it and click Install. The plugin add-on will be installed automatically.'''

Manual Installation

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If you cannot use UPM, you can download the frevvo plugin

Frevvoproduct
 add-on from the Atlassian Marketplace. There are two frevvo plugin serveral
Frevvoproduct
 add-on versions available for Confluence. The frevvo v4.1.7 version is compatible with Confluence v3.3 and higher. The frevvo 4.1.8 version is compatible with Confluence v4.x.
* Download the frevvo Confluence v3.x compatible plugin [https://marketplace.atlassian.com/plugins/com.frevvo.forms.confluence/version/15660 here].
* Download the frevvo Confluence v4.x compatible plugin [https://marketplace.atlassian.com/plugins/com.frevvo.forms.confluence here].Then, [http://confluence.atlassian.com/display/UPM/Adding+a+Plugin#AddingaPlugin-Uploadingyourownplugin follow Atlassian's instructions] for installing a plugin add-on version required depends on your Confluence server version number. See the 
Frevvoproduct
add-on compatibility matrix for details.

  • Download the
    Frevvoproduct
     Confluence v3.x compatible add-on here.
  • Download the
    Frevvoproduct
    Confluence v4.0 - v4.2 compatible add-on here
  • Download the
    Frevvoproduct
     Confluence v4.3 compatible add-on here.
  • Download the
    Frevvoproduct
    Confluence v5.1.1.x compatible add-on here.

Then, follow Atlassian instructions for installing the add-on into Confluence. Remember to first uninstall any previous version.===

Configure the

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add-on

You must first configure the plugin add-on before you can use it. The image below shows the potential configurations available for the frevvo-Confluence plugin

Frevvoproduct
Confluence add-on. The image is large so that the text is readable. In most cases, you will not need to specify these configuration parameters and can leave them blank. Click Configure.

[[Image:Confluence_frevvo_Configurations.png|frame|left|frevvo-Confluence configuration parameters]]

<br style="clear: both" />

===Image Added

Forms Server URL

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This is the scheme, host & port on which the frevvo forms server is running. The plugin add-on (installed in Confluence) must be able to access the frevvo server

Frevvoproduct
 server. For example, the URL for frevvo's SaaS service is: http://cf.frevvo.com OR https://cf.frevvo.com if you want to use SSL. The URL to your in-house installation might be: http://frevvo.mycompany.com:8082/.===

User Name

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Enter the tenant admin user for the tenant you created. Remember that you must enter it using the syntax userid@tenant, e.g. admin@mycompany.com===

Password

...

Type in the above admin user's password.===

Form Designers Group

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You can specify a Confluence group here. If specified, only users belonging to this group can design and add forms, flows or submissions to Confluence pages. If this is left blank, all Confluence users will be able to  add forms, flows or submissions to Confluence pages.===

Form Users Group

...

You can specify a Confluence group here. If specified, only users belonging to this group can add the Task List to Confluence pages. If this is left blank, all Confluence users will be able to add the Task List to Confluence pages. Note that all users can still access public forms on public Confluence pages.===

Form Editors Group

...

This feature is available in Live Forms v4.1.4 and higher. You can specify a Confluence group here. If specified, users belonging to this group can edit forms and flows already added to existing Confluence pages belonging to any other user. If this is left blank, edit access is restricted to the original designer/owner of the form/flow.===Confluence Server URL===
<div style="font-weight:bold;background-color:#ffce7b">This . Users belonging to this group can also view/delete submissions for forms and flows belonging to any other user. Note that the editor also needs to have "designer" privileges for this. 


This group does not give users permission to create new Confluence pages and add existing forms/flows created by another designer. The only forms you will see in the add existing form dropdown are the forms created by you.

Confluence Server URL

Info

This is reserved for future use.

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Confluence Server External URL

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Info

In most cases, you do not need to configure this.

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In some configurations, the URL used by a browser outside the firewall to access Confluence may be rewritten before it is internally passed on to Confluence. If that's the case, Confluence URLs generated by frevvo to

Frevvoproduct
 to perform any redirection will be wrong since they will reflect the rewritten internal URL. You can specify the externally visible URL to Confluence here. If not specified, this will be inferred from the HTTP Request received by Confluence.===

Forms Server External URL

...

Info

In most cases, you do not need to configure this.

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In some configurations, the externally visible URL to the frevvo forms server may be different from the above URL, i.e. the URL that a browser outside the firewall uses to access frevvo could

Frevvoproduct
 could be different from the URL that the plugin add-on (inside the firewall) uses to access frevvo
Frevvoproduct
. If  If that's the case, enter the externally visible URL in this configuration parameter. Your users must be able to access the frevvo server
Frevvoproduct
 server from their browsers via this URL. When the frevvo form form, workflow or task list is rendered in the browser, this URL will be used to access frevvo
Frevvoproduct
. This URL defaults to the above Forms Server URL if not specified.

Info

Frevvo supports confluence over SSL. If Confluence is running over ssl, you must configure the Form Server External URL in the Confluence add-on to your

Frevvoproduct
Server url. This URL will help to render forms/flows on Confluence pages properly.  You also need to configure the 'Confluence Server Url' in the tenant you have set up specifically for Confluence. In the
Frevvoproduct
Server, edit the tenant and set the 'Confluence Server Url' to your HTTPS Confluence site. See Manage Tenants for more information.

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With both of these settings configured, you should be able to access/create forms on Confluence pages.

Enable Debugging

If checked, the plugin add-on will print debugging information to Confluence pages. In addition, for forms and flows, you can also specify a parameter to the {frevvoform} form macro that is generated in Confluence pages: _norender:true. If this parameter is present, the macro will simply print debugging information but will not actually render the frevvo form.

Click the Save Configuration button. If all goes well, the message "Plugin add-on configuration updated" should be displayed. You may now logout of the Confluence admin account.== Administration ==

Administration

HTTP Configuration

The plugin add-on makes HTTP requests to the frevvo server

Frevvoproduct
 server, which may be remote in order to process your form. If you find that the frevvo macros
Frevvoproduct
 macros do not work, ask your network administrator if Confluence needs to access the Internet through a web proxy.

Please refer to [http://confluence.atlassian.com/display/DOC/Configure+Web+Proxy+Support+for+Confluence|Configure Web Proxy Support for Confluence] for further information.to Configure Web Proxy Support for Confluence for further information.

Login to Form Server

There are occasions where you may want to login directly to the Live Forms server rather than via Confluence. Here are a few points to understand:

  1. All Confluence users who create forms and workflows automatically have their user account created on the Live Forms server. In order to login directly to the form server, you must first login as the
    Frevvoproduct
     admin and then use the login as that user feature available to the admin user to next login to the specific user account.
  2. All forms and flows are created under Application 1 in the Live Forms user account of the same username as the username of the Confluence user who first created the form or flow.

Known Issues

Internet Explorer

If you get this error adding a flow to a Confluence page you can solve this with a simple browser setting.

Code Block
Internet explorer has modified this page to prevent cross site scripting

Go to IE Tools -> Internet options -> Security tab -> select custom level -> disable XSS Filter