Connecting to an HCL 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
Determine which
solution you are connecting to and then follow that procedure.
- Connections Cloud
- Connections multitenant
- On-premise Connections
Procedure: Connecting to a Cloud solution
- Start creating a connection by doing one of the following:
- Open Microsoft Windows Explorer.
- Right-click HCL Connections in the navigation pane.
- Select Connect to Cloud
- Locate the HCL Connections icon in the task bar.
- Right-click on the HCL Connections in the task bar.
- Select Connect to Cloud
- Open Microsoft Windows Explorer.
- Enter your userid for the HCL Connections Cloud and select OK. If you have a userid in more than one geographical data center, you will be prompted to select a data center.
- Depending on how your organization has configured your authentication, you will either be prompted to enter your password or you will be directed to a web site where you will need to enter your credentials.
- After authenticating, you may be prompted to create a local sync folder. This allows you to keep local copies of selected files in sync with the copy on the Connections server.
Procedure: Connecting to a multitenant Connections
solution
- Start creating a connection by doing one of the following:
- Open Microsoft Windows Explorer.
- Right-click HCL Connections in the navigation pane.
- Select Connect to a site
- Find the HCL Connections icon in the task bar.
- Right-click on the HCL Connections in the task bar.
- Select Connect to a site
- Open a document in a Microsoft Office application.
- Click the HCL Connections tab.
- Click Connect to a site.
- Open Microsoft Windows Explorer.
- In the Site URL field, type the URL you use to connect to Connections. For example, https://connections.server.com or https://connections.server.com:port.
- In the Display name field, type the name that you want to display for this site in Microsoft Windows applications or use the suggested name.
- You do not need to enter a user id or password on this panel.
- Select the Open Standard for Authorization (OAuth) authentication type in the dropdown and select Connect.
- Enter your credentials in the displayed browser window to finish creating the connections.
- After authenticating, you may be prompted to create a local sync folder. This allows you to keep local copies of selected files in sync with the copy on the Connections server.
Procedure: Connecting to an on-premise solution
- Start creating a connection by doing one of the following:
- Open Microsoft Windows Explorer.
- Right-click HCL Connections in the navigation pane.
- Select Connect to a site
- Find the HCL Connections icon in the task bar.
- Right-click on the HCL Connections in the task bar.
- Select Connect to a site
- Open a document in a Microsoft Office application.
- Click the HCL Connections tab.
- Click Connect to a site.
- Open Microsoft Windows Explorer.
- In the Site URL field, type the URL you use to connect to Connections. For example, https://connections.server.com or https://connections.server.com:port.
- In the Display name field, type the name that you want to display for this site in Microsoft Windows applications or use the suggested name.
- You do not need to enter a user id or password on this panel.
- Select the Open Standard for Authorization (OAuth) authentication type in the dropdown and select Connect.
- Enter your credentials in the displayed browser window to finish creating the connections.
- After authenticating, you may be prompted to create a local sync folder. This allows you to keep local copies of selected files in sync with the copy on the Connections server.
What to do next
- Right-click the server name in the HCL 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.