Adding a New Product Connection

In order to use the HelpSystems Insite modules, you must connect Insite to one or more of your systems. For a list of the available modules, see Welcome to HelpSystems Insite.

TIP: You can import a list of IBM i connections from a CSV file. For details, see Importing IBM i Product Connections
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 Products.

  3. ClickTap Add.

  4. Select a Connection Type.

  5. 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 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.
  6. ClosedIf you chose an Automate Schedule server connection:

    1. Enter the IP Address (or network name) of the Automate Schedule 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 and Password (and Confirm Password) for the user of the system you entered above.

    5. Enter the Database Port number.

    6. Enter a User Name and Password (and Confirm Password) for the database user of the database you entered above.

    7. Toggle Use HTTPS to 'on' to use a secure connection, or leave 'off' to use HTTP.

  7. ClosedIf you chose a GoAnywhere MFT system connection:

    1. Enter the IP Address (or network name) of the GoAnywhere MFT system 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 system.

    3. Enter an Alias for the system. 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.

    5. Toggle Use HTTPS to 'on' to use a secure connection, or leave 'off' to use HTTP.

  8. 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: See the IBM i connection considerations section below.

    4. Toggle Use TLS to 'on' to use TLS security to encrypt the connection.

    ClosedIBM i connection considerations:
    • New library 'INSITELIB' will be added to all IBM i systems that Insite is connected to. Upon initial IBM i connection creation, you will be required to provide a login with security administrator (*SECADM) permissions and all object (*ALLOBJ) special authorities, but this login will not be saved. It will only serve to allow Insite to install the INSITELIB library.

      Using the Edit Product Connection page to edit the IBM i connection definition.

    • Two new users will be added as well:
      • INSITEUSR and INSITEADM - These users function similarly to how RBTADMIN, PTADMIN and RBTUSER, PTUSER behave upon installation of Robot and Powertech products. They are designed to own all connected product objects so that you are not required to create a profile in Insite with *SECOFR permissions to interact with your IBM i.
    • If necessary, you can fix the installation of INSITELIB through the Product Connections view or the Alerts view.
    NOTE: For Powertech Network Security users, in order to have *USER on the profile connection and use Powertech products, the profile with the connection MUST be added to the PTADMIN authorization list. More information.
    NOTE: IBM i systems that will be connecting to your Insite Server must be at V7R2 or higher.
  9. ClosedIf you chose an Insite Analytics connection:

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

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

    2. Enter a Port number.

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

  10. ClosedIf you chose an Intermapper connection:

    Set up the Intermapper server to accept Insite connections

    1. In Server Settings, choose Web Server.
    2. If it is not already running, click Start.
    3. Note the IP address in the URL. This is the IP Address you must use in the Insite Product Connection configuration pane.
    4. The URL also contains a port number. This is the port number you must use in the Insite Product Connection configuration pane.
    5. In Server Settings, choose Users.
    6. Click + to add a new User.
    7. Set the Name, Password, and other parameters as needed. For automatic login, set an IP address mask that allows connections from all or part of a subnet. Example: "192.168.81.*" permits connections from any user on the 192.168.81.0 subnet. You must use the Name and Password in the Insite Product connection configuration pane.
    8. Click OK to save the User.
    9. Depending on your network, you may need to re-configure a firewall or other network element that might prevent a connection to the Intermapper server.

    Add an Insite Product Connection

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

    2. Enter a Port number.

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

    4. Enter a User Name. This is the user defined in Intermapper.

    5. Enter a Password.
    6. Enter the password in Confirm Password.
    7. Click Save. If the connection is created created successfully a green cloud icon appears.
  11. ClosedIf you chose a Powertech Event Manager connection:

    1. Enter the IP Address (or network name) of the Powertech Event Manager system you want to connect to.

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

    2. Enter a Port number.

    3. Enter an Alias for the Powertech Event Manager system. This is what displays throughout Insite.

  12. ClosedIf you chose a Vityl IT & Business Monitoring connection:

    1. Enter the IP Address (or network name) of the Vityl IT & Business Monitoring system you want to connect to.

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

    2. Enter a Port number.

    3. Enter an Alias for the Vityl IT & Business Monitoring system. This is what displays throughout Insite

  13. If you are configuring an IBM i connection, turn Use TLS 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.

  14. ClickTap Save.

 

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