Integrating Facebook in Enterprise Server 10
The functionality of publishing content to Facebook is made possible through an Enterprise Server plug-in. With it, the following types of content can be published:
- A Facebook message, with or without a hyperlink
- A single image
- A photo album
This article describes how to integrate Facebook in Enterprise to make it possible to publish from Enterprise to Facebook.
Configuration steps to perform
Important: Facebook is known to change their user interfaces and API without warning. WoodWing has no control over the update policies of Facebook; steps within this article might therefore become invalid without notice.
Steps in Facebook
Steps in Enterprise Server
4. Installing the Facebook Server plug-in
5. Setting up a Publication Channel
6. Registering the Publication Channel
7. Importing the Publish Form Templates
1. Setting up a Facebook app
Communication between Facebook and Enterprise is done through a Facebook app.
Step 1. Log in to Facebook with a Web browser, using the account that will be used for posting to Facebook.
Step 2. Set up a Facebook application by using one of the following methods:
Step 3. Visit https://developers.facebook.com/apps.
Step 4. (Optional when not registered yet) Click Register as a Developer and follow the steps to complete the process.
Step 5. Click Create New App.
The 'Select a platform to get started screen appears'.
Step 6. Choose Website.
The 'Quickstart for Facebook Canvas' screen appears.
Step 7. Type the name of the app and click Create New Facebook App ID.
The Create App window appears.
Step 8. Choose a Category and click Confirm.
The Setup SDK page appears. Scroll down to the 'Tell us about your website' section.
Step 9. In the Site URL field, enter a valid URL, matching your Enterprise Server URL or IP address.
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Examples:
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Step 10. Click Next.
The Next Steps section appears.
Step 11. In the introduction text above the icons, click the link Skip to Developer Dashboard.
Step 12. In the menu on the left, choose Settingsand define the following settings:
Step 12a. In the Contact Email field, type an e-mail address.
Step 12b. Click Save Changes.
Step 12c. From the menu at the top of the page, click Advanced.
Step 12d. Make sure that the following options are set as follows:
- Native or desktop app?: No
- Security > Client OAuth Login: Yes
- Security > Embedded browser OAuth Login: Yes
- Security > Require 2-factor reauthorization: No
Step 12e. Click Save Changes.
Step 13. From the menu on the left choose Status and Review and do the following:
Step 13a. Set the option Do you want to make this app and all its live features available to the general public? to one of the following options:
- Yes. This makes the app available to the general public.
- No. This sets up the app for demo purposes. In this mode, the app is in development status which does not require a permission approval from Facebook.
Step 13b. Confirm the action.
Step 2a. Visit https://developers.facebook.com/apps.
Step 2b. (Optional, only when multiple apps exist) Click the name of the app that you want to use for posting to Facebook.
Step 2c. The Dashboard page for the app appears.
Step 2d. From the menu on the left choose Settings.
Step 2e. In the Contact Email field, make sure that an e-mail address has been entered.
Step 2f. Click Add Platform.The Select Platform window appears.
Step 2g. Choose Website. Input fields for the Website appear.
Step 2h. In the Site URL field, enter a valid URL, matching your Enterprise Server URL or IP address.
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Examples:
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Note: When entering and saving an incorrect URL, you will have to reset the App Secret by clicking "(reset)" next to the App Secret option at the top of the page.
Step 2i. Click Save Changes.
Step 2j. From the menu at the top of the page, click Advanced.
Step 2k. Make sure that the following options are set as follows:
- Native or desktop app?: No
- Security > Client OAuth Login: Yes
- Security > Embedded browser OAuth Login: Yes
- Security > AppSecret Proof for Server API calls: No
Step 2l. Click Save Changes.
Step 2m. From the menu on the left choose Status and Review.
Step 2n. Make sure that the option Do you want to make this app and all its live features available to the general public? is set to Yes.
2. Setting up a Facebook page
A Facebook page is used for publishing the content to.
Step 1. Log in to Facebook with a Web browser, using the account that will be used for posting to Facebook.
Step 2. Set up the Facebook page by doing one of the following:
Step 2a. Visit https://developers.facebook.com/apps.
Step 2b. (Optional, only when multiple apps exist) Click the name of the app that you want to use for posting to Facebook. The Dashboard page for the app appears.
Step 2c. In the menu on the left side of the page, click App Details.
Step 2d. In the Contact Info section, click Create New Page.
The "Create a Page" page appears. In the "Brand or Product" area, Category App Page and the name of the app have automatically been filled in.
Step 2e. Verify that the page name is identical to the app name (Facebook may prompt you at some stage to change capitalization).
Step 2f. Select the option I agree to Facebook Pages Terms.
Step 2g. Click Get Started.
Step 2h. Follow the steps to complete the process.
Step 1. Access the page that you want to use to publish content to.
Step 2. At the top of the page, click Edit Page> Manage Admin Roles.
Step 3. Verify that the user you want to use for posting to this page is listed as a page administrator.
3. Setting up permissions
Step 1. Log in to Facebook with a Web browser, using an account that has the administrator role for the app and the created page.
Step 2. Visit https://developers.facebook.com/apps.
Step 3. (Optional, only when multiple apps exist) Click the name of the app that you want to use for posting to Facebook. The Dashboard page for the app appears.
Step 4. In the menu on the left side of the page, click Roles.
Step 5. In the Administrators section, verify that the user who should act as the administrator is added. If not, add the user.
4. Installing the Facebook Server plug-in
The Facebook Server plug-in allows Enterprise Server to communicate with Facebook and provides the Publish Form template that is used for creating the Publish Form with which the Facebook post is created.
Step 1. Download the Enterprise Server plug-in named Enterprise Facebook Integration plug-in from the software download page.
Step 2. Unzip the file.
A folder named "Facebook" is created.
Step 3. Place the folder in the following location:
<your Enterprise Server installation>/config/plugins
Step 4. In Enterprise Server, click Server Plug-ins in the Maintenance menu or on the Home page.
The Server Plug-ins page appears and any installed plug-ins will be automatically registered.
Note: Because the plug-ins are registered while the page is opened, the process of opening the page can take a few moments.
Step 5. Make sure that the plug-in named Facebook - Publish Forms is enabled (as indicated by the green icon in front of the name). If needed, resolve any conflicts.
5. Setting up a Publication Channel
In Enterprise, publishing content to Facebook is done through a Publication Channel.
Step 1. In Enterprise, create a new Publication Channel for a Brand:
Step 1a. In the Name field, enter a name.
Step 1b. (Optional) In the Description field, enter a description.
Step 1c. From the Publication Channel Type list, choose Web.
Step 1d. From the Publish System list, choose Facebook Publish Forms.
Step 1e. (Optional, only when tags should be automatically suggested. See About adding tags to Web articles). From the Suggestion Provider list, choose the provider for suggesting tags.
Note: The default Suggestion Provider in Enterprise is the one from OpenCalais but needs to have been installed in order to appear in the list.
Step 2. Click Create.
Additional fields for the Facebook account appear.
Step 3. Enter the following settings:
- Application ID: Obtain this from the Dashboard page for your app on https://developers.facebook.com/apps.
- Application Secret: Obtain this from the Dashboard page for your app on https://developers.facebook.com/apps.
- Page ID:Access the Facebook page of the app and click About. The ID is listed in the Facebook Page ID field.
Step 4. Click Update.
Step 5. Create an Issue by clicking the Add Issue button.
6. Registering the Publication Channel
This step will register the Publication Channel in Enterprise Server with the Facebook app.
Step 1. Log in to Facebook with a Web browser, using an account that has the administrator role for the app and the created page.
Step 2. Access the Facebook Maintenance page in Enterprise Server.
Step 2a. In Enterprise Server, click Integrations in the Maintenance menu or on the Home page. A page with all integrated services appears.
Step 2b. Click Facebook. The Facebook Maintenance page appears, showing all available Facebook channels.
Note: This step needs to be performed in the same browser in which you logged in to Facebook in step 1. When using a different browser in which a different user is logged in to Facebook, the following error might appear: "The registration failed: the user is not authorized to access the application. Please verify the access rights for your Facebook App.".
Step 3. For the Facebook Channel that needs to be connected to its defined Facebook app, click Register.
Note: During the registration procedure, Facebook asks if you want to share your Facebook app. You can click "Okay" or "Not now". You should click "Okay" or else the following error might appear: "The registration failed: the user is not authorized to access the application. Please verify the access rights for your Facebook App.".
The Facebook page appears, asking for various permissions to be set.
Step 4. Follow the steps on screen.
When the process is successful, the Facebook Maintenance page in Enterprise will appear showing that the Publication Channel is now registered with Facebook.
7. Importing the Publish Form Templates
Publishing to Facebook is done by entering the content in a Publish Form. These are based on a Publish Form template which in turn are based on the content types in Drupal. Importing the content types from Drupal creates the Publish Form templates in Enterprise Server.
Step 1. Access the Facebook Maintenance page in Enterprise Server.
Step 1a. In Enterprise Server, click Integrations in the Maintenance menu or on the Home page. A page with all integrated services appears.
Step 1b. Click Facebook. The Facebook Maintenance page appears.
Figure: The Facebook Maintenance page.
Step 2. Click Import.
The Publish Forms are imported and the result of the import action is displayed.
8. Testing Enterprise Server
Step 1. In Enterprise Server, access the Health Check page.
Step 1a. In Enterprise Server, click Advanced in the Maintenance menu or on the Home page. A page with all advanced Maintenance features appears.
Step 1b. Click Health Check. The Health Check page appears.
Step 2. At the bottom of the page, click Clear All.
Step 3. Only select the Publish To Facebook test.
Step 4. Click Test.
The test is executed and the result is displayed next to the test. It should display “OK”.
Note: If the test fails, an error is displayed together with instructions for solving it. Follow the instructions and then run the test once more.
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