To configure this feature, ensure Configuring X-Pages Studio is complete.

To create a connection:

1. Sign into X-Pages Studio as an admin user.
2. Select Connections from the Admin menu.
3. Select New Connection.
   
4. Enter the following information:
• Label - Must be unique, max 50 characters
• Connection Type - Select Sandbox or Production
• Team - Select a team (default is Global). See Creating and Managing X-Pages Studio Teams for more information.
• Vault URL - Vault address. Do not include a trailing forward slash mark (/).
5. Select Continue to save the connection in the Pending state.
6. Select Download Connection File to download a file specific to this connection within the Studio domain.
7. Share the Studio Connection File with the Vault CRM admin to complete the Vault CRM connection.
8. Select Done.

When a connection is created, the connection is in the Pending state until completed by a CRM admin.

Completing an X-Pages Studio Connection

To activate a Pending connection, a Vault CRM admin must upload the Studio Connection File in Vault CRM. See X-Pages Studio Administration for more information.

Once the file is successfully uploaded, the connection moves to the Connected state and is available for deployment.

The Edit Connection modal displays different information depending on the connection type.

For connections in the Connected or Revoked state, the Connected Vault CRM section displays the following read-only information:

• The connection state
• Name of the connected Vault
• DNS address of the connected Vault

For connections in the Pending state, the Connected Vault CRM section displays a message indicating that the connection is still pending. A Download Connection File button is also displayed.

For legacy connections (connections created before the 26R1.4 Production Release), the Integration Users section displays the integration username. Integration user credentials cannot be edited.

Editing an X-Pages Studio Connection

To edit an connection:

1. Sign into X-Pages Studio as an admin user.
2. Select Connections from the Admin menu.
3. Select Edit Connections from the menu for the corresponding connection.
4. Update the available fields.
5. Select Done.

Deleting an X-Pages Studio Connection

Deleting a connection removes it from the Connections table and deletes all associated test users.

To delete a connection:

1. Sign into X-Pages Studio as an admin user.
2. Select Connections from the Admin menu.
3. Select Delete from the All Actions menu for the corresponding connection
4. Confirm the deletion.

X-Pages Studio admins can download a Pending connection’s Studio Connection File at any time. This is useful if the original file was lost or needs to be shared again.

To download a Studio Connection File:

1. Sign into X-Pages Studio as an admin user.
2. Select Connections from the Admin menu.
3. Select Download Connection File from the All Actions menu for the corresponding connection. The file downloads with the connection label as the file name.

Test users can only be added to connections in the Connected state or for legacy connections. Connections in the Pending or Revoked state do not support test users.

Adding Test Users to an X-Pages Studio Connection

To add a test user to a connection:

1. Sign into X-Pages Studio as an admin user.
2. Select Connections from the Admin menu.
3. Select View Test Users from the All Actions menu of a connection.
4. Select Add Test User.
5. Enter the following information:
   • Username - Test user’s user name
   • Password - Test user’s password
6. Select Save. The Test User's credentials are verified. If the test user’s credentials cannot be verified, an error displays. Once the test user’s credentials are verified, the test user is saved. The Testing Group is the test user's Application Profile. This field is not editable.
7. Select Done.

Viewing Test Users for an X-Pages Studio Connection

To view test users for a connection:

1. Sign into X-Pages Studio as an admin user.
2. Select Connections from the Admin menu.
3. Select View Test Users from the All Actions menu of a connection.
4. Select Done.

Deleting Test Users from an X-Pages Studio Connection

To delete a test user for a connection:

1. Sign into X-Pages Studio as an admin user.
2. Select Connections from the Admin menu.
3. Select View Test Users from the All Actions menu of a connection.
4. Select the delete icon next to the user you want to delete.
5. Select Done.