TABLE OF CONTENTS

• Introduction
• Prerequisites
• How to Create the Connector
• Execution Components and Authentication Types
  • Desktop Client
    • Basic Authentication: 
    • Managed Identity Authentication
  • Autonomous Component
    • Basic Authentication:  
    • Managed Identity Authentication
• Additional Required Configurations for File Storage:
  • Blob Connection String
  • Blob Container Endpoint:
  • Folder Name
• Test & Persist

Introduction

A "File Storage" connector is used to read an ILAP file (xml file based on ISO15926-13) so that 3rd parties producing files in this format can let them be read by IDE.

This article guides you through creating and configuring a connector for File Storage.

Prerequisites

Before setting up the connector, make sure you have the following:

• Setup Admin access to the IDE web application.

• Your tenant must have either Desktop Client or Autonomous Component enabled.

• Required authentication details (provided by Tenant Admin).

How to Create the Connector

1. Log in to the IDE web app and go to Setup > Connectors.

2. Click + New Connector.

3. Fill out the fields in the modal:

   • Title: Provide a clear and descriptive name.

   • Host System: Select File Storage

   • Execution Component: Choose between Desktop Client or Autonomous Component.

     • Once you select the host system and execution component, the modal will update with required fields based on your selection:

       • Authentication Type (differs based on execution component).

       • Additional required configurations (explained in latter section of this article)
         

4. Click Create after filling in all required fields

Note: Each connector must have a unique combination of host system and URL/path.

Execution Components and Authentication Types

Desktop Client

If you select Desktop Client as the execution component, the following authentication types are supported:

• Basic Authentication: 

• Managed Identity Authentication
  
  

Autonomous Component

If you select Autonomous Component, only the following authentication type is supported:

• Basic Authentication:
   

• Managed Identity Authentication
  
  

Additional Required Configurations for File Storage:

Blob Connection String

A Blob Connection String is a key that provides full access to a storage account. It contains the account name, account key, and service endpoint.

For example: 

DefaultEndpointsProtocol=https;
AccountName=<name of the account>;
AccountKey=<value of account key>;
EndpointSuffix=core.windows.net

https://<storage-account-name>.blob.core.windows.net/<container-name>

The Folder Name allows you to define a path within the container where your files should be transferred. 

Test & Persist

After creating the connector:

• For Desktop Client execution:

  • Open the IDE Desktop Client

  • Navigate to the Connectors tab

  • Click Test to verify connection

  • Click Persist to fetch schedules and host fields from P6

• For Autonomous Component execution:
  

  • Test is done periodically via a background job, but it can be also done using desktop client.

  • Go to Setup > Connectors in the web app

  • Open the newly created connector and click Persist to fetch schedules and host fields from P6. After persisting, reload the page after a few minutes to see the updated connector status