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:
- 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.

- 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:
- Type the name of the InterChange Server instance in the Server
Name field.
- Important:
- The name of an InterChange Server instance is case-sensitive, so you must be
sure to be accurate when specifying the name.
- Select a cached server name from the drop-down menu.
- Do the following to browse for the InterChange Server instance on the
network:
- Click the browse button.
- At the "Get an active server" dialog, select the desired
InterChange Server instance from the list.
- Click OK.
- Type the user name to interact with the InterChange
Server instance in the User Name field.
- Type the password for the user name supplied in step 3 in the Password field.
- 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.
- 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.
- 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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