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Orchestrator user guide

Last updated Nov 10, 2025

Managing Connections

Creating a connection

  1. In a folder, navigate to the Connections page.
  2. Select Add connection.
    The Connect To pop-up is displayed.
  3. Choose the desired Connector from the list to create a new connection.
    The Connect To page is opened. Check the documentation for the needed connector for more information on how to configure the connection. Check the Integration Service user guide for more information on individual connectors.
  4. From the Folder in which connection is stored dropdown, choose the desired folder where the connection will be stored.
  5. From the Authentication Type dropdown, choose the desired authentication type for the connection.
    You can choose between the following connection types:
    • Client Certificate Authentication
    • OAuth 2.0 Authorization code
    • OAuth 2.0 Client credentials
    • Bring your own OAuth 2.0 app
    Note: Available options may vary depending on the connector.
  6. Configure any additional connector-specific fields.
    Check the documentation for the needed connector for more information on how to configure the connection. Check the Integration Service user guide for more information on individual connectors.
  7. Select Connect to create the connection

Checking the connection

  1. In a folder, navigate to the Connections page.
  2. Choose the connection you want to check and select the More actions button.
  3. Select Check connection from the More actions menu to check the connection status.

Reconnecting a connection

  1. In a folder, navigate to the Connections page.
  2. Choose the connection you want to reconnect and select the More actions button.
  3. Select Reconnect from the More actions menu.
  4. Update the connector details to edit the connector.
    Note: Available options may vary depending on the connector.
  5. Select Connect when done to re-establish the connection.

Managing triggers

You can manage event triggers associated with a connection from the Connections page.

Choose the connection you want to update and select the More actions button, and choose Manage triggers from the More actions menu. The Event Triggers page is opened. For more information on managing triggers, check the Managing triggers page.

Shared connections

When a connection is created in a shared folder, all users with access to that folder can use the connection in their automation workflows. The connection can be edited by all users with access to it.

For more information on preventing regular esuer from creating shared connections, check the Enforcing user-level connection governance page.

Editing connections

  1. In a folder, navigate to the Connections page.
  2. Choose the connection you want to update and select the More actions button.
  3. Select Edit connection from the More actions menu.
    The following fields are available in the Edit Connection page:
    • Connector: the name of the connector used to create the connection. This field cannot be updated.
    • Connection: the account used to create the connection.. This field cannot be updated.
    • Connection name: the name of the connection.
    • Authentication type: the authentication type used to create the connection. This field cannot be updated. The possible options are:
      • Client Certificate Authentication
      • OAuth 2.0 Authorization code
      • OAuth 2.0 Client credentials
      • Bring your own OAuth 2.0 app
      Note: Available options may vary depending on the connector.
    • Polling frequency: how often the system checks an external application for updates or new events.
    • Status: the status of the connection. The possible options are:
      • Connected
      • Disconnected
      Select Reconnect to reestablish the connection.
  4. Select Update to edit the connection.

Removing a connection

  1. In a folder, navigate to the Connections page.
  2. Choose the connection you want to delete and select the More actions button.
  3. Select Delete from the More actions menu.
  4. Select Delete connection to remove the connection.
    Note: Make sure that there are no processes, workflows, triggers or apps referencing the connection before deleting.

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