Create a connection

Applies to User roles:

All roles

To create a connection, follow these steps: 

  1. Click File > Connect > Connections.
  2. Click New to create a new configuration.
  3. Name your new configuration. Choose a name that reminds you what the configuration is for. If you use multiple servers, you may want to include the server name in the configuration name. If you use multiple login profiles, you may want to include the profile name in the configuration name.

    For example, name the connection "servername admin" or "servername helpdesk."
  4. Type your user name and password.
  5. Click Remember my password if you want to save your encrypted password.
  6. Click Automatically login if you want to log on to this server each time that you start the client. Omit this step if you want to choose a different server each time you connect to the server.
  7. Type the server host name and the server port number. Contact your system administrator for this information.
  8. Click the drop-down list to choose your language. The server populates the list with its supported languages. The default value is "English."
  9. If you want the configuration to be identified by a background color in the HPE Service Manager client window, click Connection identified by color, and then choose a color.
  10. Click Apply. For more information about options on the Advanced tab, see Connections dialog.
  11. Click Connect to connect to Service Manager.