Connecting to an IBM Connections or Connections Cloud site

You must provide information about a Connections server or a Connections Cloud server before you can share files and information between Microsoft™ Windows™ and Connections or Connections Cloud.

About this task

After you connect to a Connections or Connections Cloud site, you can interact with that site from Microsoft Office, Microsoft Outlook, and Windows Explorer.

Procedure

  1. Do one of the following:
      1. Open a document in a Microsoft Office application or Microsoft Outlook.
      2. Click the IBM Connections tab.
      3. Click Connect to a site.
      1. Open Microsoft Windows Explorer.
      2. Right-click IBM Connections in the navigation pane.
      3. Select Connect to a site.
  2. In the Site URL field, type the URL you use to connect to Connections or Connections Cloud. For example, https://connections.server.com or https://connections.server.com:port.
  3. In the Display name field, type the name that you want to display for this site in Microsoft Windows applications.
  4. Enter the user name and password you use to log in to that Connections site. Select Remember this password if you do not want to enter it each time you log in or restart your operating system.
  5. Select an authentication type if there is a reason to change it from the default. By default, the plug-in authenticates with the Connections server using basic authentication. If you are connecting to a Connections Cloud site, choose Connections Cloud Authentication as the authentication type. If your enterprise uses a different authentication type, you might be instructed to edit the authentication setting.

What to do next

Anytime after you connect to a site, you can check for feature updates to refresh your configuration. For example, if your server administrator turns on file sync for a server that you connect to, checking for feature updates will make the file sync feature available for you to use. To check for updates:
  • Right-click the server name in the IBM Connections section of the Windows Explorer navigator.
  • Choose Update site to enable new features. A notification message lets you know that the update is complete and that you might need to restart to see changes.