Set up a connector
Walk through the five steps of Connector Setup, from choosing a system to activating the connection.
Connector Setup creates the link between one of your systems and QortexOS. It is a five-step wizard: Connection, Authentication, Sync schedule, Rate limits, and Review & activate.
Before you start, you need three things:
- Connector-creation access. Without it the screen reads You need connector-creation access, with the line "Ask an administrator for data integration create access to set up connectors."
- The connector's API base URL, from whoever manages your QortexOS setup.
- The connector's credential secret name, from the same person.
The five steps
Choose the system and name the connector. The Connection step asks for four things: Provider (the system, chosen from grouped cards), Connector name (placeholder "e.g. Production QuickBooks"), Business criticality (Critical, High, Medium, or Low), and API base URL, whose helper reads "The provider API endpoint this connector calls." The base URL must be a secure address starting with https://. You are never asked for the connector's type; QortexOS derives it from the system you pick.
Point the connector at its stored credentials. The Authentication step does not ask for a username, a password, or an API key. It has a single field, Credential secret name: enter the reference you were given by whoever manages your QortexOS setup. The step notes that activation runs a live connection test against those credentials.
Set the sync schedule. The Sync schedule step asks how often this connector pulls data. Sync frequency offers Every 30 minutes, Hourly, Daily, Weekly, and Monthly. Source time zone defaults to UTC and lists zones with their offsets. A Change data capture toggle is off by default; its helper reads "Stream incremental changes where the provider supports it."
Set rate limits, or skip the step. The Rate limits step is optional, described on screen as an "Optional request budget against the provider API." Leave the Set a custom rate limit toggle off and select Skip in the footer, which appears on this step only. If you turn it on, Requests per second is required and must be above zero and no higher than 1000, and Burst limit is optional, must be a whole number above zero, and no higher than 10000.
Review and finish. The Review & activate step lists everything you entered and asks you to "Confirm the configuration, then activate or save as a draft." Choose one of the two finishing actions below.
A summary panel titled Your configuration sits beside the wizard the whole way through and fills in as you go. Rows you have not reached yet read Not set. You can go back into any step you have already completed.
The two ways to finish
The connector is created at the last step, and only then.
- Activate connector creates the connector and runs a live connection test. The step's helper says "Activate runs a live connection test against the provider before saving." If the test fails, an alert titled Could not create the connector appears with the reason, and the connector is not created.
- Save as draft creates the connector without a test. Its helper reads "Saves the connector paused, without a connection test."
Nothing is stored until you finish on Review & activate. The footer carries Exit setup on every step, and selecting it takes you to Connector Health with the entries discarded.
What happens next
The wizard is replaced by a Connector created panel carrying a Connection tested or Saved as draft badge. That panel is where you choose the data sets and start the first run. Continue with Run your first sync.