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Create a Connection

Create a Connection

Before You Begin

You'll need the connection information for the S3 or host server where the files will be stored.

You must also create a partner before you can create a connection.

To create a connection:

  1. Click Connections in the left navigation pane. The Connections list view opens.
  2. Click + Create New in the upper right corner. The Connection Details view opens.
  3. Fill in the fields as needed. Required fields have an asterisk (*).

    Field Definitions
    Connection Name *
    The name for the connection. Max length: 50 characters.
    Partner *
    The partner who owns the connection.
    Description *
    A description of the connection. Max length: 255 characters.
    Connection Type *
    The type of connection: S3 or SFTP.
    URL *
    The host address (SFTP) or bucket name (S3). Max length: 500 characters.

    SFTP

    Username *
    Username for SFTP file transfer.
    Authentication Type *
    The type of authentication: password or key file.
    Password *
    The password for the Password authentication type.
    Key File *
    If Authentication Type is Key File, enables you to upload the private key file.
    Passphrase *
    If Authentication Type is Key File, the passphrase for the connection.

    S3

    Access Key ID *
    The access key ID provided for the S3 bucket.
    Secret Access Key *
    The secret access key provided for the S3 bucket.
    Region *
    The AWS region where the S3 bucket is located.

    The New Connection form includes fields for Connection Name, Partner, Description, Connection Type, URL, Access Key ID, Secret Access Key, and Region. The Connection Type is set to S3, Partner is set to 123, and Region is set to US East Ohio. The Access Key ID field contains a sample value, and the Secret Access Key field is masked. Test and Save buttons are in the upper right corner.


    The New Connection form has been cropped to show the Connection Type is set to SFTP, Partner is set to 123, and Username is username1. Authentication Type is Password and the Password field is masked.

  4. To test the connection, click Test in the upper right corner.

  5. Click Save in the upper right corner.

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