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.
Info: Enterprise Server has been updated to match recent changes on Facebook. To follow the steps outlined below, Enterprise Server 10.1.3 or higher is needed.
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 2a. Visit https://developers.facebook.com/apps.
Step 2b. (Optional when not registered yet) Click Register as a Developer and follow the steps to complete the process.
Step 2c. Click Add a New App.
The 'Create a New App ID' dialog appears.
Step 2d. (Optional) Adjust the following entries:
- Display Name
- Contact Email
Step 2e. Click Create App ID.
Step 2f. Fill in the Security Check and click Submit.
The page for the new app is loaded.
Step 2g. Click Settings and choose Basic.
Step 2h. Click Add Platform and choose Website.
Step 2i. 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 2j. Click Save Changes.
Step 2k. Under Settings at the top of the page, click Advanced.
Step 2l. Make sure that the following options are set as follows:
- Native or desktop app?: No
- Security > Require App Secret: No
- Security > Allow Api Access to App Settings: Yes
- Security > Require 2-Factor Reauthorization: No
Step 2m. Click Save Changes.
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 followed by Basic.
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.
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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Step 2i. Click Save Changes.
Step 2j. Under Settings 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 > Require App Secret: No
- Security > Allow Api Access to App Settings: Yes
- Security > Require 2-Factor Reauthorization: No
Step 2l. Click Save Changes.
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 Settings.
Step 2d. Under Settings, click Advanced.
Step 2e. Under App Page, click Create New Page.
The 'Create a Page' is opened in a new tab or window.
Step 2f. In the Brand or Product area, select an App Page from the list.
Step 2g. Click Get Started.
Step 2h. The new app page is created and loaded.
Step 2a. Access the page that you want to use to publish content to.
Step 2b. At the top of the page, click Settings.
Step 2c. In the list on the left side, click Page Roles.
Step 2d. Under Existing Page Roles, verify that the user you want to use for posting to his page is listed as Admin. Else make sure that the user is added under Assign a New Page Role.
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 loaded, the process of loading 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.
Document history
- 7 July 2017: Updated the instructions to reflect recent changes made on Facebook.
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