Install Configurable Lockbox

Prerequisites

Before installing Configurable Lockbox, ensure the following tasks are completed:

• You must have a Zuora Connect account. For more information, see Link your Connect account to your Zuora account.

• You must have purchased the app.

• You must have created an OAuth login for your Zuora tenant. For more information, see Create an OAuth Login in Zuora Connect.

• To install Configurable Lockbox, you must have the Platform Admin role. For more information about platform roles, see Platform roles.

Procedure

To install Configurable Lockbox to your Zuora tenant, complete the following steps:

1. Log into your Zuora tenant.

2. Navigate to Marketplace > Purchases.

3. Locate the Configurable Lockbox app, hover over it, and click Deploy.

4. In the New Configuration window that opens, specify the configuration details for the app:

   • Name - A name is automatically populated. Modify the name if necessary. 
   • Run Mode -See the app's documentation to learn about how to choose a run mode. For Configurable Lockbox, the run mode is Universal.
   • Execution - Select External unless otherwise specified in the app's documentation.
   • Build Name - Select Production - US, irrespective of your environment.
   • Source, Target, etc - Select the tenant login for the app. Some apps or functions require using OAuth. For Configurable Lockbox, select the OAuth tenant login for the installation.

5. Click Create.
   The app will be installed and populated under Marketplace in Zuora tenant shortly. You may need to refresh the page for the app name to display.

After the app is installed in the tenant, you can launch, configure, and use the app in Zuora tenant.