Enable connection mode

Use connection mode to create a service that can function like either an automated or a manual service. Only individuals who are part of the administrator group can access this feature. Before installing the adapter, use connection mode to create a service and to specify the account request route. The account route can be specified as either automatic or manual.

Automatic	Route account requests to a service provider. Default.
Manual	Route account requests to a specific user. Enables the Participants page and a different Reconciliation page in the navigation area of the Create a Service wizard.

The advantage of using connection mode is that we do not need to create and later remove a manual service. After installing the adapter, to change to an automated service, change the connection mode from manual to automated.

Connection mode is not supported on ITIM service or any type of identity feed service, hosted service, or manual service types. Do not add the erconnectionmode attribute to the forms for those service types.

Enable connection mode

1. Click Configure System > Design Forms

2. In the left pane, double-click the Service folder to display the profiles for the service types. Double-click the service type profile to open the template for that profile. The form template associated with the service type profile is displayed in the middle pane.

3. Select the tab to which to add the attribute.

4. In the Attribute List pane, double-click erconnectionmode. The attribute is added to the form.

5. Right click erconnectionmode. Click Change To > Dropdown Box.

6. Click Custom Values. The Select Editor is displayed to design the drop-down menu.

7. Define the menu.
   1. Under Data Value type AUTOMATIC.
   2. Under Display Value type $automatic.
   3. Click the Add Row icon.
   4. Under Data Value type MANUAL.
   5. Under Display Value type $manual.
   6. Click OK.

8. Right click erconnectionmode. Click Move Up Attribute or Move Down Attribute to position the field on the form.

9. Click Form > Save Form Template, and then click OK when a message is displayed, indicating that the form template is saved successfully.

10. Click Close to exit Form Designer.

What to do next

Verify that connection mode was added to the service form.

1. Click Manage Services > Create.

2. Select the service type profile that you modified for connection mode. Click Next.

3. Verify that Connection mode is displayed on the form.

Parent topic: Services administration