Working with an Information Store

Before you can search for, create, update, or delete the records in an Information Store, you must connect to and log in to it through Analyst's Notebook.

Procedure

  1. If you do not already know them, find out the address (URL) of the Information Store and your login details (user name and password) from your system administrator.
  2. Click Change Connection Details Change Connection Details in the upper-right corner of the application window.
  3. Enter the URL of the Information Store and click Connect.
  4. If you are prompted, enter your user name and password and click Log in. When you are logged in, a 'friendly' name for your server, Training for example, is displayed instead of the connection icon. This can be useful if you use multiple servers and want to check which environment you are working in. If your system administrator has not configured a friendly name for the server, the connection icon is shown.
    Note:
    If you don't do anything, then after a short time you might be automatically logged out. If your connection to the server is lost, you are prompted to log in again.