Create a global connection template

Connections can be configured globally for an entire repository. When created in the global scope, Connections become Connection Templates, which can be reused in different projects. The logon credentials for Connection Templates are not stored in the User Account Vault. Users can enable Connections defined in the global scope in any project by supplying logon credentials. You can create entirely new Connection Templates, or save any existing project-scope Connection configurations as global Connection Templates.

To create an entirely new Connection Template, follow the same steps in Create a New Connection, but instead of opening a project, open the Repository.

Reuse an existing Connection as a global Connection Template

  1. Open the Connection for editing in the Connectors Settings topic of project Administration.

    Use the drop-down control by the Save button, and select Save As.

  2. In the Save Connection Configuration dialog, select the Create new configuration option, and in the Scope field, select Global.

  3. Specify an ID for the new Connection configuration and click Save.