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:
Perform the following steps to connect Relationship Manager to InterChange
Server:
- Select Server > Connect from the menu bar of Relationship
Manager. The Connect to InterChange Server dialog box appears (see Figure 33).
Figure 33. Connect to InterChange Server

- 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 box, 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
select the Save user name and password check box.
- 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 Steps for 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 opens the Retrieve Relationship
Instances window, described in Steps for retrieving relationship instances.
Perform the following steps to disconnect Relationship Manager from
InterChange Server:
- Select Server > Disconnect from the menu bar of Relationship
Manager.
