Connect to the Workbench

TABLE OF CONTENTS

  1. Login
  2. Add new connection

At least one database connection definition must exist to allow login to the GenevaERS Workbench. A database connection definition provides the access to a database where the Workbench stores the metadata.

Login and adding new database connections are described here.

Login

  1. Start the GenevaERS Workbench.
  2. If this is your first login to the GenevaERS Workbench, the GenevaERS Connection Manager Screen will appear. See Add new connection below.
  3. Otherwise the GenevaERS login screen will appear.
  4. To select the database you want to connect to, select from the list Database Connection > Name.
    To add a new Database connection definition, click Manage and the GenevaERS Connection Manager Screen will appear. See Add new connection below.
  5. Type Workbench Login > User ID with the User ID for the GenevaERS Workbench. If this is at least your second login, then the screen provides this value, which you can change if necessary.
  6. Enter Workbench Login > Password.
    Note: This User ID and password are likely different from the User ID for the Database. The User ID and password for the database are defined in the database connection.
  7. Click Login

Login Screen

Once logged in to the database, the environment information is available.

  1. Select an Environment (if there is a choice).
    If there is a list of environments, sort the list by clicking on “name” or “id” in the header of the list.
  2. Once an environment is selected you can set it as your default environment, by selecting Set as Default. This environment will display first for your next login.
  3. Select a group (if there is a choice).
    If there is a list of groups, sort the list by clicking on “name” or “id” in the header of the list.
  4. Once a group is selected and the environment above already has a tick for “Set as Default”, then for this group you can click Set as Default to ensure this group displays first for your next login.
    If you are a system administrator, the groups field is grey and no action is required in this field.
  5. Click OK. Alternatively, click Reset to login to a different database, or as a different user name, and return to login step 4.

Add new connection

Connection Manager screen

At the GenevaERS login screen

  1. Select Manage
  2. In the Connection Name field type a descriptive name.
  3. Select the database type from Database Type. Currently the supported options are Db2 and PostgresQL.
  4. In the Database Name field type the name of the Db2 subsystem or PostgresQL database.
  5. In the Server field type the IP address or domain name of the database host system.
  6. In the Port field type the port number identifying the database.
  7. In the Schema Name field type the name of the database schema where your GenevaERS metadata is going to reside.
  8. In the User ID field type the User Id required to access the database. On mainframe systems, this is normally a RACF User Id.
  9. In the Password field type the password for the User Id above.
  10. Click Save