Adding a New Product Connection

In order to use the HelpSystems Insite modules, you must connect Insite to one or more of your IBM i systems that have those products installed on them, to one or more of your Automate Enterprise servers, or to one or more of your Webdocs for IBM i systems.

This is one of the tasks that must be done before anyone can use the Insite modules. For a list of the available modules, see Welcome to HelpSystems Insite.

NOTE: In order to use TLS security to encrypt an IBM i Product Connection you must first configure a digital certificate, which contains the server's public encryption key. See Securing an IBM i Product Connection.

Follow these steps to define a connection:

  1. In the Navigation Pane, clicktap Settings.

  2. ClickTap Product Connections.

  3. ClickTap Add.

  4. Select a Connection Type. You can choose an IBM i, Automate Enterprise server, or Webdocs for IBM i connection.

  5. Closed If you chose an IBM i connection:

    1. Enter the IP Address (or network name) of the IBM i system you want to connect to.

      Using the New Product Connection page to add a new IBM i connection.

    2. Enter an Alias for the IBM i system. This is what displays throughout Insite.

    3. Enter the User Name and Password (and Confirm Password) for a user on the system you entered above.

      NOTE: You will not necessarily log on to the Insite as this user (unless you choose to). This is just the user that allows the connection to be made to the IBM i. Therefore, the user you choose must have QSECOFR or equivalent authority so that Insite can gather the information it needs.
  6. ClosedIf you chose an Automate Enterprise server connection:

    1. Enter the IP Address (or network name) of the Automate Enterprise server you want to connect to.

      Using the New Product Connection page to add a new Automate Enterprise server connection.

    2. Enter the Port number for the server.

    3. Enter an Alias for the server. This is what displays throughout Insite.

    4. Enter a User Name for Guest Access and Password for Guest Access (and Confirm Password) for a user who would log on as a guest on the system you entered above.

      NOTE: You will not necessarily log on to the Insite as this user (unless you choose to). This is just the user that allows the connection to be made to the Automate Enterprise server.
  7. ClosedIf you chose a Webdocs for IBM i connection:

    1. Enter the IP Address (or network name) of the Webdocs IBM i system you want to connect to.

      Using the New Product Connection page to add a new Webdocs for IBM i connection.

    2. Enter an Alias for the Webdocs IBM i system. This is what displays throughout Insite.

    3. Enter a User Name for Guest Access and Password for Guest Access (and Confirm Password) for a user who would log on as a guest on the system you entered above.

      NOTE: You will not necessarily log on to the Insite as this user (unless you choose to). This is just the user that allows the connection to be made to the Webdocs IBM i system.
  8. If you are configuring an IBM i or WebDocs for IBM i connection, turn Use SSL on to use TLS security to encrypt the connection. If you do this, you will first need to have configured a Certificate. See Securing an IBM i Product Connection for details.

  9. ClickTap Save.

 

Related Topics

 

Copyright © HelpSystems, LLC.
All trademarks and registered trademarks are the property of their respective owners.
1.17 | 201711131037