Creating a Connection
Learn the basics of creating a connection in the DryvIQ Platform.
Table of Contents
Overview
DryvIQ is built on the concept of connections. Authenticated connections are accounts verified with the cloud-based or network-based platform when created. The connection can be made using a specific user account (typically an email address) and its corresponding password or, where supported, OAuth 2.0 authorization (where a token is generated based on the authorization granted to DryvIQ through a user login). This authorization allows DryvIQ access to the user's drive information (files and folders) on the platform.
Connections “connect” to a platform as a specific user account. The user account requires the proper permissions to read, write, update, and/or delete the content according to the actions the DryvIQ job is to perform. The connector user account should also be set up so the password does not expire; otherwise, the connection can no longer access the platform until it has been refreshed with the new password.
A connection is made to the source platform, and another is made to the destination platform. Next, a job is created to connect the two platforms. When DryvIQ connects to a content platform, it uses the publicly available Application Programming Interface (API) for that platform. This ensures that DryvIQ is “playing by the rules” for each platform.
Creating a Connection
- Expand the Manage section in the left navigation menu.
- Click Connections.
- Click Add connection.
- Select the platform from the list.
- Enter the required information. Refer to your platform's specific documentation to understand what information is required to create your connections.
- Sign in to the account or test the connection. When DryvIQ establishes the connection, you will see a green "Connected” message at the bottom of the modal. (If the connection fails, verify the information you entered.)
- Click Done to finish creating the connection.
- The connection will be added to the Connections page.
If a connection name is too long to display fully, you can hover over the name. This will display a pop-up that shows the full name of the item.