To be able to use Pricefx Studio in IDEA, you need to have a configuration file where you set up the partition to connect to and credentials. Single sign-on is also supported.

Create Config File

1. Right click the project name and from the context menu select New > Create Pricefx partition.
2. Fill in the environment, partition and URL. 
   Then decide on the authentication method – either based on credentials entered here or based on SSO.
   1. If password based, enter the user name, password and TFA token (optional – if TFA is enabled).
   2. If SSO based, enter the name of the SAML configuration as is set up at the partition, click the 'Get SSO Token' button and copy the generated token into the next field.
       
      
      For password management, see below. 
3. Based on this data, a config file will be created. For example: 
   
4. If you need to add more environments and partitions, repeat the above steps.
5. To test the connection, proceed to the next step Fetch Logics. 

Create Config File with Help of PlatformManager

If you have a PlatformManager account, you can have the configuration file pre-generated with all the partitions. This helps you get started much faster.

Note that there are listed only those partitions for which you have access assigned in PlatformManager.

1. In IDEA go to Settings > Pricefx Studio. 
2. Fill in the PlatformManager username (your email) and set the token by clicking the 'Create token' button.
   
3. This will redirect you to PlatformManager where you need to:
   1. Log in. 
   2. Go to your Profile Settings > Tokens.
   3. Click the Add icon and create a new token. 
   4. Copy and save its value.
   5. Use this value back in IDEA Settings. 
4. Click OK and close the Settings.
5. To test the connection, proceed to the next step Fetch Logics. 

Passwords Management

Since Pricefx Studio 6.0, all credentials for partitions you define in config.json are stored in the default IDEA password manager (KeePass for Windows and KeyChain for Mac). In these tools you will set up a master password and load all the configurations from IDEA. Then you get a screen where you can view and manage all the passwords.

One of the advantages of this approach is that you can now safely store config.json in a Git repository, since the passwords are no longer available in the file.

How It Works

When you open a existing project in IDEA, config.groovy will get automatically migrated to the new structure​ (without the credentials).

After you push config.groovy to Git and other colleagues access these partitions in Studio for the first time, they will get prompted to enter username and password.

If you change the password on the partition meanwhile, simply create the connection again (as described above in Step 1) with new credentials. 

If you want to change the password or delete one of the configurations, you need to do it in KeePass or KeyChain.