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Portal Guide

The Portal is the web application where you set up and monitor your connections. Use it to create a connection, define the pipeline rules that filter or rewrite each message, upload the artifacts a connection depends on, and take operator actions (enable, disable, reset a session) against a live connection. Everything you configure and everything you observe happens here.

You sign in through your organization's identity provider. See Authentication & Access for how sign-in works.

This guide is organized by what you are trying to do, not by what the screen is called. Pick the section that matches your goal; each page stands on its own.


Why use the Portal

You need toThe Portal gives you
Define what a connection does without shipping codeA schema-driven wizard and Pipeline Designer that accept plain field names for filters and transforms.
Run the same connection with automatic failoverTwo deployment modes (Single Writer and Scale Out) selected at creation time.
Know whether a connection is actually workingA live status for every adapter and a per-connection event log, with a volume-over-time view that makes a burst of errors or a drop in activity easy to spot.
Change a setting on a running connectionIn-place edit with a clean session restart so the external system sees a proper disconnect, not a dropped link.
Take an operator action (enable, disable, pause, resume)One-click controls on the adapter's page with the action recorded in the event log.
Understand what happened to a specific messageA pipeline model that explains when a message is filtered, transformed, delivered, or retried.

Routing by goal

Find the row that matches what you are trying to do and go directly to the page that covers it. If you are new to the platform, read the Core Concepts pages first; every other section assumes the vocabulary they define.

I am learning the platform

GoalGo to
Understand what an adapter is, what each status means, and how redundancy worksAdapters Overview
Understand what happens to a message as it flows through a pipeline, including failure behaviorWhat Happens to Messages
Look up a term used anywhere in the productGlossary

I am building a connection (Day 1)

GoalGo to
Set up a new connection from scratchCreating an Adapter
Filter, transform, or route messages on an existing adapterPipeline Designer
Upload a data dictionary or schema file a connection will referenceArtifacts

I am running connections in production (Day 2)

GoalGo to
See the health of every connection on one screen and drill into oneMonitoring
Decode an event log entry and decide what to do about itEvent Log Reference
Work out why a connection is stuck, not connecting, or dropping messagesEvent Log Reference, then Troubleshooting

I am administering the platform

GoalGo to
Control who can sign in to the Portal, managed at your identity providerAuthentication & Access
Check which connector types and pipeline components are installedPlugins

I have a specific question

GoalGo to
Answer a common "why is my adapter doing X" question without reading a full pageFAQ
Find the meaning of a specific term or acronymGlossary

Where the Portal stops

The Portal is the interface for everything that defines a running connection and everything an operator does to one. It does not replace infrastructure:

  • Certificates, private keys, and TLS termination are handled at the network edge by your infrastructure team, not in the Portal. See Security.
  • Cluster-wide concerns (deploying the platform, sizing infrastructure, configuring the identity provider, CI/CD) live in the Operations section.
  • Custom protocols or custom processing logic beyond what installed plugins provide are built by developers with the Plugin SDK, then loaded into the platform and exposed to the Portal as new connector types or pipeline components.