Step 5-Create Connection (How To-Load Transactions)

Owned by Mike Deskis
Last updated: Jun 07, 2022
2 min read

IMPORTANT: If you have already created a connection to your partition, then you can reuse that one and skip the following steps.

This step will create a connection from the IM instance to the partition to be loaded.

  1. Before we can build a connection, we need to select the IntegrationManager instance that it will be associated with:

2. Once selected, then the Connections option will appear for this instance:

 

3. Next, click on the New Connection button to create a new connection:

 

4. Now, we enter the name of our connection and choose the connection type:

 

NOTE: The connection type will always be Pricefx Client.

 5. Next, we need to enter the access credentials for the partition (this will be contained in an email you received):

6. Next, we need to test the connection by clicking on the Test connection button. You should receive a confirmation message at the top of the page:

 

7. Once successful, click on Save & Deploy option and the connection should appear in the list.