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Introduction

A Cherwell connection is configured via the Cherwell connector to establish access to an account on the Cherwell server. Once a connection is established, you can configure one or more Cherwell activities associated with that connection to use as a source or target within an operation.

Creating or Editing a Cherwell Connection

From the design canvas, open the Connectivity tab of the design component palette:

Connectivity tab

To configure a new Cherwell connection, within the Connectors filter, click the Cherwell connector block:

Connectivity tab

To configure an existing Cherwell connection, within the Endpoints filter, double-click the Cherwell connection block:

Connectivity tab

This will open a configuration screen for the Cherwell connection, covered next.

Configuring a Cherwell Connection

Configuration of a Cherwell connection includes these fields:

Connectivity tab

TIP: Fields with a variable icon Variable icon support using global variables, project variables, and Jitterbit variables. Begin typing an open square bracket [ into the field or click the variable icon to display existing variables to choose from.

  • Endpoint Name: Enter a name to use to identify the Cherwell connection. The name must be unique for each Cherwell connection and must not contain forward slashes (/) or colons (:).

  • Cherwell Client ID: Enter the Cherwell Client ID that you previously saved. See Cherwell Registration.

  • Cherwell Host Name: Enter the Cherwell Host Name that you previously saved. See Cherwell Registration.

  • Cherwell Username: Enter the Cherwell Username that you previously saved. See Cherwell Registration.

  • Cherwell Password: Enter the Cherwell Password that you previously saved. See Cherwell Registration.

  • Test: Click this button to verify the connection. The server will check only that the specified user can make a connection.

  • Save Changes: Click this button to save and close the connection configuration.

  • Discard Changes: After making changes to a new or existing configuration, click Discard Changes to close the configuration without saving. A message will ask you to confirm that you want to discard changes.

  • Delete: After opening an existing connection configuration, click Delete to permanently delete the connection from the project and close the configuration (see Component Dependencies, Deletion, and Removal).

Next Steps

After configuring a Cherwell connection, you can configure one or more Cherwell activities associated with that connection to use as a source or target within an operation. For more information, see these pages:

  • Get Records: Retrieves data from a Cherwell connection and is used as a source in an operation.

  • Post Records: Inserts new data into a Cherwell connection and is used as a target in an operation.

  • PutRecords: Inserts or update data into a Cherwell connection and is used as a target in an operation.

  • DeleteRecords: Deletes data in a Cherwell connection and is used as a target in an operation.

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Last updated:  Apr 03, 2019

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