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https://tools.publicis.sapient.com/confluence/pages/viewpage.action?pageId=1202716763

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Introduction

This screen allows users to configure connections on the PSknowHOW dashboard. Below listed are the steps for configuring connections on PSknowHOW.

Login to the PSknowHOW application --> Click on the Navigation Bar and then go to Settings:

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Connections Screen

After clicking settings multiple tabs will open up, switch to the Connections tab as shown below. This screen allows the user to create a new connection or edit an existing connection.

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User can perform the below activities on the Connections screen:

  1. Add new connection

  2. Edit existing connection

Add New Connection

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Introduction

PSknowHOW connects with tools via REST API to collect data for KPI calculations. The connection defined the source tools and authentication details to consume REST API.

  • Private connections are accessible only to the account creating the connection.

  • Public connection are available for all logged in user. This allows to minimize the number of connection needed for same data source , just ensure that the configured account has required access.

  • It is recommended to use service account for authentication.

Navigating to the Connections Screen

  • Select "Settings" from the breadcrumb menu in top right corner menu options.

  • Click on the "Connections" tab.

  • Connections tab will list all available connections and with an option to add new connection or to edit existing connections.

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Adding a New Connection

From the drop-down menu, select the source tool for the connection you want to create (e.g., Jira, Bitbucket, Sonar Jenkins, etc

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Click on the "New Connection" button

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A pop-up window will

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  • To save a connection successfully, the user needs to fill all the required fields otherwise a validation message will be shown below the mandatory field textbox.

  • Before adding any connection, you can test that connection whether you are going to add a valid connection or not.

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Edit Connection

To edit a connection, the user needs to click on the edit icon of the particular connection under the connection type tab on the connections screen (refer to the above screenshot), pop-up window will open now user can edit, test and update the existing connection details.

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appear, prompting you to fill in the connection details.

Once all the details are filled and the connection is tested successfully, click on the "Save" button to add the new connection.

Edit/Delete an Existing Connection

To edit an existing connection, follow these steps:

On the Connections screen, find the connection you want to edit under the respective tool section .

For each connection you have option to edit or delete the connection.

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Deleting the connection doesn't delete the existing data collected from the source tool being deleted.