Connecting to and disconnecting from a server

You must connect Relationship Manager to InterChange Server to work with relationship instances and data. Follow the instructions in the following sections to connect Relationship Manager to a server and disconnect Relationship Manager from it:

Connecting to InterChange Server

Do the following to connect Relationship Manager to InterChange Server:

  1. Select Server > Connect from the menu bar of Relationship Manager. The "Connect to InterChange Server dialog appears. The following figure shows the "Connect to InterChange Server dialog.

  2. Do one of the following to populate the name of the InterChange Server instance to which you want to connect in the Server Name field:
  3. Type the user name to interact with the InterChange Server instance in the User Name field.
  4. Type the password for the user name supplied in step 3 in the Password field.
  5. If you do not want to have to supply the user name and password each time you have to connect to the InterChange Server instance in System Manager then enable the Remember user name and password checkbox.
  6. If you want to open a relationship at this time type the name of the relationship definition in the Relationship field.

    If you do not want to open a relationship at this time you can open it after connecting to the server. For more information, see Opening a relationship.

  7. Click Connect.

    If you connect to InterChange Server in Relationship Manager and specify a relationship to open as described in step 6, then Relationship Manager displays the Retrieve Relationship Instances window, described in Retrieving relationship instances.

Disconnecting from InterChange Server

To disconnect Relationship Manager from InterChange Server, select Server > Disconnect from the menu bar of Relationship Manager.

See also:

Overview

Starting Relationship Manager

Working with relationships

Working with relationship data

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