Connection Details

Contents

Overview

You can use the Policy Studio to manage Enterprise Gateway, Policy Center, and Service Monitor servers. The Open Connection dialog enables you to connect to a server URL, and the Open File dialog enables you to connect to a server configuration file. By default, the Policy Studio connects to a server URL. This topic describes how to connect using both options.

Connecting to a Server URL

The server exposes a deployment service to its underlying configuration data. This enables Policy Studios running on different machines to that on which the server is installed to manage policies remotely. To connect to the deployment service of a running server, select File -> Connect to server from the main menu, or the equivalent button in the toolbar. Configure the following fields on the Open Connection dialog:

Saved Sessions:
Select the session that you wish to use from the drop-down list. You can edit a session name by entering a new name and clicking Save. You can also add or remove saved sessions using the appropriate button.

Connection Details
The Connection Details section enables you to specify the following settings:

Host:
Specify the host to connect to in this field. The default is localhost.

Port:
Specify the port to connect on in this field. The default Enterprise Gateway port is 8090.

User Name:
The deployment service is protected by HTTP Basic authentication. You must provide a user name and password so that the Policy Studio can authenticate to the server. By default, the server User Store contains an admin user with a changeme password, which can be used in this case. You can change this user's details using the User Store interface.

Password:
Specify the password for the user. The password for the default admin user is changeme.

Advanced
Click Advanced to specify the following setting:

URL:
Enter the URL of the deployment service exposed by the server. For example, the default Enterprise Gateway server URL is http://HOST:8090/configuration/deployments/DeploymentService, where HOST points to the IP address or host name of the machine on which the Enterprise Gateway is running. You can also connect to the Policy Center or the Service Monitor server URL. The default server URL addresses are as follows:

Component Address
Enterprise Gateway server http://localhost:8090/configuration/deployments/DeploymentService
Policy Center server http://localhost:8060/configuration/deployments/DeploymentService
Service Monitor server http://localhost:8040/configuration/deployments/DeploymentService


Important Note: To manage multiple Enterprise Gateways in your network, you must connect to the Policy Center server URL.

Connecting to a Server Configuration File

Because the server configuration data is stored in an XML file by default, you can specify that the Policy Studio connects directly to a server configuration file. To connect to a configuration file, select File -> Open file from the main menu, or the equivalent button in the toolbar. Complete the following fields on the Open File dialog:

File:
Enter or browse to the location of the server configuration file (for example, INSTALL_DIR\conf\fed\configs.xml).

Passphrase Key:
All sensitive server configuration data (password, keys, and so on) can be encrypted using a passphrase. If you wish to do this, enter a password in this field when connecting. You must use this password thereafter when connecting to the server.

Unlocking a Server Connection

You can also use the Open File dialog to unlock a connection to a server. This is for emergency use when you have changed configuration that results in you being locked out from the Management Services on port 8090. In this case, you have misconfigured the authentication filter in the Protect Management Interfaces policy. For example, if you created and deployed an LDAP connection without specifying the correct associated user accounts, and are now unable to connect to the Enterprise Gateway server.

To unlock a server connection, perform the following steps:

  1. Download all the files in the server's INSTALL_DIR/conf/fed directory to the machine on which the Policy Studio is installed.
  2. Start the Policy Studio.
  3. Connect to the configs.xml file that you downloaded from the server in step 1 (for details, see Connecting to a Server Configuration File).
  4. Change the configuration details as required (for example, specify the correct user account details for the LDAP connection under the External Connections node).
  5. Upload the files back to the server's INSTALL_DIR/conf/fed directory.
  6. Connect to the server URL in the Policy Studio.

For more details on Management Services, see Policy Studio Preferences.