Creating a Connection

In Micro Focus Connect, a connection represents the relationship between two data sources. You use the connection:
  • To identify the data source whose assets you plan to synchronize.
  • To specify the asset types, fields, and relationships you want to synchronize.
  • To specify the projects you want to synchronize.

You perform these tasks using the Create Connection Wizard.

Note: The data sources you want to use for a connection must exist before you can complete a connection. See Creating a Data Source for more information.
Note: Delete is enabled only if there are no project maps or no type maps for the connection, or if you haven't run a successful synchronization.
Note: If you save the connection before adding any types, you can then edit it and select which types you want. If you don't save the connection before pressing next (to go to the Types and Fields page ), Micro Focus Connect will automap a preselected list of types and fields.
  1. From the Connections tab on the dashboard, click the Connection button. The Create Connection Wizard appears.
  2. On the Data Source tab, enter a name in the Connection Name field.
  3. In the Master Name field, select a data source to use as the master data source.

    The Master designation is used to determine conflict resolution that do not merge content or cannot resolve conflict through other means. For data sources that do not merge content, the master designation determines which connector changes are applied when changes are seen from both data sources.

  4. In the Target Name field, select a data source to use as the target data source.
  5. Optionally, use the fields in the Error Notification group to override error notification email settings specified in Settings:
    • Enter email addresses (separated by a semicolon (;)) in the Send Email To field.
    • Change the value in the Frequency field.
    Tip: Email addresses and frequency values established on the Settings page are not displayed here.
  6. Click the Next button if you want to define types and fields you want to synchronize now. The Types and Fields tab appears. See Adding Types to Connections for more information. Otherwise, click the Save button to save the connection.
    Note: If you save the connection at this point, note that it is incomplete.