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Configuring Totara Web Services

Your data is waiting... configure your web services in Totara now!

Click HERE to watch a video with getting plugin, installation and configuring (2:02) process. Click HERE for watching all implementation process from creating an account to connection your Totara system.

Before you get started...

IntelliBoard strongly recommends that the individual installing the IntelliBoard plugin and creating the Totara Connection be the Site Administrator of the LMS System. The LMS System user connecting IntelliBoard to Totara must have the ability to enable web services, change web protocols, and create Totara tokens.

IntelliBoard is a web-based service. If access to your LMS site is behind a firewall is required, a port would be need to be configured for IntelliBoard services for a successful connection. Contact Support@IntelliBoard.net for information on creating a port. 

Enable Web Services

Site Administration > Advanced Features

  • In your LMS system from Site Administration, click Advanced Features.
  • Find Enable Web Services and ensure web services are on (check box).
  • Click "Save changes".

Enable REST or SOAP protocol

Site Administration > Plugins > Web services > Manage protocols

  • From Site Administration, click Plugins.
  • From Plugins, click Web services.
  • From Web Services, click Manage Protocols.
  • Ensure either REST or SOAP is enabled (open eye denotes enabled)

Note: For the connection to work, the user must have permission in Totara to configure web services

Add Authorized New User through External Services

Web_Services.Authorized_User.png

Site Administration > Plugins > Web services > External services

  • From Site Administration, click Plugins.
  • From Plugins, click Web services.
  • From Web Services, click External services.
  • Find the IntelliBoard service and then click "Authorised users".
  • Choose the Authorized User for IntelliBoard and click Add. 

Note: IntelliBoard strongly recommends this person have Site Administration privileges in the LMS system.  The selected authorised user must have permissions to create a token.

Create Token for "IntelliBoard" web service

Site Administration > Plugins > Web services > Manage Tokens

  • From Site Administration, click Plugins.
  • From Plugins, click Web services.
  • From Web Services, click Manage tokens.
  • Click Add.
  • User: Select the same user that was just authorised.  (No user has been selected in the top image.)
  • Service: Select IntelliBoard service.
  • Click "Save changes".

Note: IntelliBoard strongly recommends this person have Site Administration privileges in the LMS system. The selected authorized user must have permissions to create a token.

Setting up IntelliBoard Settings 

Site Administration > Plugins > Local Plugins > IntelliBoard > Settings > Time Tracking section

  • From Site Administration, click Plugins.
  • From Plugins, click Local Plugins
  • From Local Plugins, click IntelliBoard
  • From IntelliBoard, click Settings
  • From Settings, please enter the email address associated with your IntelliBoard subscription.
  • Please review the settings for your IntelliBoard subscription and make any changes.

Note: Time Tracking, the SSO link, Instructor Dashboard and Learner Dashboard default to disabled. To enable time tracking and Dashboards, please click the associated box and save.

Detailed information about Time Tracking can be found here.

Make your life easier and get your Single Sign On (SSO) enabled. More information here.

All set with Web Services? Please move to the last step and Connect IntelliBoard to your Totara LMS. For detailed information please click here.

For additional assistance, please email Support@IntelliBoard.net or click HERE.

Have more questions? Submit a request