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Create Connection

tattyana.volkova edited this page Aug 26, 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.

Connection Access Management

If you have admin permissions, you'll have the capability to manage connection's permissions. When working with a shared connection, you will notice an Access tab. This is where you can manage who has access to the connection.

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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