Foundation Connector Prerequisites

The following tables details the permissions and software required to use the Foundation connector:

User Accounts and Application Permissions

Required Permission	Description
Foundation Account	A Foundation email account with permissions to use the API key

Connector Features and Requirements

Features	Supported	Additional Information
Foundation Application	Yes	Foundation access is granted using an API key
Searchable content types	Yes	Matters, Clients, People

Obtaining an API key

Navigate to your foundation source system Your Source System is the repository where your data is stored (data to be indexed). This repository is managed by applications such as: - SharePoint O365 - SharePoint 2013/16/19 - Documentum - File Share - OpenText - Lotus Notes - etc. Your Source System repository can also be a database such as SQL or Oracle. https://{firmname}.foundationsg.com/

1. Click Admin > Integrations > Foundation API Keys > New API Key

2. Fill in the Name and API Key fields, then click Save.