Relay can create connections automatically if you assign a task to a new partner. However, creating connections yourself gives you more control, which is especially useful in a multi-user account.
The connection wizard makes it easy to create a connection to a partner individual or organisation, by creating a configuration file that you can pass to the partner to complete the connection.
Create a configuration file
To connect to a new partner, you need to create a new configuration file.
To access the wizard, use the Connection wizard option from the Action drop down on the Connections page in Settings.
If you are initiating the connection, you will not have a file, so use Next to enter details of the connection.
In this case, Alice is creating a connection for Fiona.
Alice has selected the Allow partner to connect automatically option which means that the configuration file from Fiona will automatically be applied back to Alice without manual intervention. This is recommended.
Use Next to create a connection file.
Use the Download configuration link to download the connection configuration file, and send this to the partner.
Using a configuration file
If you have been sent a configuration file, you can use it to complete the configuration.
Open connection wizard, using the Connection wizard option from the Action drop down on the Connections page in Settings.
Upload the file you have been sent.
As soon as you have uploaded the file, you will be asked to check the details.
You can change the Name for connection and Folder for connection group. You should not usually change Type of connection.
Use Next to create the connection.
When the connection has been created, you will be shown a confirmation.
After you have checked the details and used Next to continue, if the partner did not select the Allow partner to connect automatically option, you will be taken to the configuration file download page (see above). If this is the case, download the file and send it back to the partner. They will then need to use the configuration upload feature of the Connection details to complete the connection.
Connecting to a module
Modules usually have a pre-set connection, with an option to download the configuration file. Once the file is downloaded, use it in the connection wizard like any other connection file. Check that the Type of connection is set to module, and that the Folder for connection group is set to Modules.