Set Up a Connection

1. Log in to the application.

2. Navigate to Administration > Connectors.

3. Click on the + (New Connector) icon.

   
4. The Add Connector pop-up window is displayed, where users can search for the required connector.

5. The Add Connector window displays the connector-specific configuration fields required to establish a connection. Users can save the connector as a Draft without completing all mandatory fields and continue the configuration later. To establish and validate the connection, complete all mandatory fields marked with an asterisk (*).

Fields marked with an asterisk (*) are mandatory for establishing a connection.

Connector Validation

1. Enter all connection details and perform these actions:

   1. Click Validate to verify the connection.

   2. Click Save to store the connection for future use.

   3. Click Save & Configure to validate and apply additional settings, then save.

2. Validate Connector using the nine-dots menu.

   1. Go to the connector screen.

   2. Select the connector.

   3. Click on the nine-dots icon.

   4. Select the "Validate Connector" option from the menu.

3. Once the connection is validated and saved, it will be displayed on the Connectors home page.

Users can either save the connection details first or validate the connection first and then save it.

---

Copyright © 2025, OvalEdge LLC, Peachtree Corners GA USA