Get started

This topic describes how to get started with the Connect integration tool.

First steps

Before you begin

Before you begin synchronizing your projects, consult the Planning Guide and Worksheet.

For details, see Planning guidelines.

Install and configure a Connect server

For details, see Install and Upgrade.

Install connectors

The installation package includes several connectors for popular environments.

You can also install additional connectors for your specific product.

For details, see Install connectors.

Define data sources

Synchronization takes place between two products. Define a data source for each product.

For details, see Create a data source.

Define a user map

If users are identified differently in both data sources, create a User Map to link between the users.

For details, see User maps.

Define a connection

Define a connection to create the relationship between two data sources, and select the types to synchronize.

For details, see Create and manage connections.

Monitor and balance activity

For details, see Monitor and balance connections.

Customize

Configure synchronization settings

Set the frequency of the synchronizations.

For details, see Global settings.

Manage users

Add additional users and assign them roles and permissions.

For details, see Manage users.

Bookmark the Help Center

To ensure that you're always viewing the most up-to-date version of the Help Center, bookmark this link: https://admhelp.microfocus.com/connect

To create a link that always point to the most recent version of a topic, replace the version number in the URL with 'latest'. For example, to make a bookmark for the current version, to the Create and Manage Connections topic, use the following:

https://admhelp.microfocus.com/connect/en/latest/Online/Content/Topics/create-connection.htm