Managing connections with File Manager® Plug-in

Establishing a connection to a File Manager® Server

The steps below detail how to establish a connection to a File Manager® server. If any errors are encountered, refer to the Connection Problem Diagnostics section for potential solutions.

  1. Show the Systems Information view if it isn't already visible
  2. Click Add System  at the top of the Systems Information view
  3. From the Edit Connection dialog complete the following connection information:

    Check Connection allows you to test the connection for the entered connection information, see the section on Connection Problem Diagnostics.

    Edit connection dialog
    connection dialog
  4. Click OK to add the system to the Systems Information view
    Newly created system in the Systems Information view
    new connection created in the Systems information view

Any actions which communicate with the File Manager® server, such as expanding Browse Data Sets, will prompt the user with Login dialog (unless credentials have previously been saved). A user's login can be saved by selecting the Remember password checkbox from the Login dialog. To edit the user/password right click on the system tree node and click Update Login Details to show the Login dialog. However, doing so will cause any active connection(s) to the host to be forcibly closed. It is highly recommended to save or discard any changes and close any open edit sessions before updating the login details.

Login dialog
login dialog

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Disconnecting from a File Manager® Server

The File Manager plug-in operates by making one or more connections to each system in the Systems Information view on an as-needed basis. Each connection starts a new session under the user id specified when a password is provided, and, because it takes some time to establish a connection, connections are by default kept open indefinitely (or until an unrecoverable error occurs, in which case the offending connection is closed).

To manually close all active connection(s) to a system, right click on the system then click Close Connections from the popup context menu. This will close all open connections and end the corresponding user sessions on the host. Any results of queries will still be visible, and, if you try to perform any operation which requires a connection (e.g. refreshing a query to get updated results), the plug-in will automatically create a new connection as usual.

To remove a system completely, right click on the system and click Remove from the context menu. All connections to the system will be closed before the system is removed.

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