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Create Connection

alex edited this page Aug 16, 2023 · 10 revisions

How to Create a New Connection

Follow the steps below to establish a new connection from the public part of the app:

  1. Initiate New Connection:
    • Click on the + button located in the top menu.
    • Select New Connection from the dropdown options.

Connection Management

  1. Choose a Driver:

    • From the available options, select the appropriate driver.
  2. Fill in Connection Details:

    • A connection form will be presented.
    • Input all necessary details into the form fields.

Connection Management

  1. Set Up Advanced Settings (Optional):

    • Additional settings such as SSH, SSL, and others can be adjusted.
    • Navigate to the relevant tabs located at the top of the connection form to access these settings.
  2. Test the Connection (Optional):

    • Before finalizing the connection, you have the option to test it.
    • Click the Test button to ensure the connection parameters are correct.
  3. Finalize and Create the Connection:

    • Once all details are in place, click the Create button.
  4. Access and Modify Connection:

    • The newly created connection will be visible in the connection navigator menu.
    • To edit the connection details:
      • Click on the context button next to the connection name.
      • Select Edit Connection from the dropdown menu.

By following these steps, users can successfully create and modify connections in the app.

Creating a Template in the Administration Section

Before proceeding with the creation of a template, ensure that you have the necessary administrative permissions.

Prerequisites:

  • You must have admin permissions to access this feature.

Steps to Create a Template:

The steps are similar to connection creation; the only difference is that it must be done in the administration part, under the "Connection Templates" tab. You can learn more about creating connection templates here.

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