CashPilot® integration

Prerequisites

  • Running SKOOR installation with SKOOR Webservice (see Installation Options)

  • Running and accessible CashPilot® REST API

  • Valid CashPilot access token

Install Integration

Install the integration RPM

dnf install eranger-cashpilot-integration

Prepare User Group Mapping in SKOOR

Create SKOOR user groups and map CashPilot user groups to it. This is currently only possible in the legacy UI.

image-20241203-064643.png

Remote group has to correspond with the group name in CashPilot.

User role can be set to whatever role users should have in SKOOR. For users that should only be able to see views, Readonly is usually sufficient. For the user group that is used in the next step, Administrator is required.

Initialialize

sudo /opt/eranger/eranger-cashpilot-integration/init.py -w -w https://<host>/v1 -t <token>

To get all available options:

/opt/eranger/eranger-cashpilot-integration/init.py -h

This script performs the following steps:

  1. Configures SKOOR Auth to use CashPilot as an authentication provider

  2. Creates a PostgreSQL role infosim

  3. Creates a PostgreSQL database infosim

  4. Installs some commonly used PostgreSQL extensions

  5. Initializes the PostgreSQL Foreign Data Wrapper server

  6. Creates a CashPilot data source in SKOOR

  7. Initializes CashPilot views

If the webservice provided with the -w options requires a client side certificate or basic auth credentials, this can be provided by the -c, -u and -p options. -c has to point to a certificate file in PEM format containing both cert and key. The file has to be accessible by the eranger and by the postgres users.