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Integrate TotalAgility with Insight

  1. Navigate to Integration > Insight.

    The Insight page appears.

  2. Click New.

    The New Insight configuration dialog box is displayed.

  3. In the Server URL field, enter the Insight server URL.
    Note If the Allow all system setting is not enabled, you can only enter the Server URL that is whitelisted; otherwise, a message appears stating the connection is denied because the URL connection string is not whitelisted. See Whitelist a web service URL or a database connection string
  4. Enter the User name and Password.
    Note You must enter valid Insight user login credentials to connect to Insight.
  5. Click Save.

    The connection between Insight and TotalAgility is established. You can update or delete an existing Server URL.

    When you refresh the TotalAgility web page, the Insight menu appears at the bottom of the main menu in the TotalAgility Designer.

    Important You can add only one connection for Insight.