How to edit external systems basic info

To edit an external system’s information, open the External Systems list and click the Name of the system you want to update. On the Basic Info page, click the Edit button in the top-right corner of the Basic Info card.

A modal window will appear, allowing you to edit General Information and Keys Information. This modal window will let you configure or update the connection details for the selected external system. At the bottom of the window, you can view the Last Changed Date and Last Access Date, and choose to Save or Cancel your changes.

The General tab will open by default and includes the following fields:

• Name (required) – Editable field 
• Type – Not editable in the General tab 
• Is Active – Untick the box to make the external system inactive 

Click Save to apply your changes. 

Click the Keys tab to view and edit integration details.

• Enable Integration – Use the toggle to disable or enable the external system integration 

All editable information is displayed in columns by Name, Type, and Value: 

• User Name (required) – Select the type from the dropdown, then enter the value
• Password (required) – Select the type from the dropdown, then enter the value
• Incoming Server (required) – Select the type from the dropdown, then enter the value
• Incoming Port (required) – Select the type from the dropdown, then enter the value
• Is Outgoing (required) – Select the type from the dropdown and tick the box if outgoing
• Connection Option (optional) – Select the type from the dropdown, then enter the value
• Client ID (optional) – Select the type from the dropdown, then enter the value
• Client Secret (optional) – Select the type from the dropdown, then enter the value
• Tenant ID (optional) – Select the type from the dropdown, then enter the value 

When you have finished making changes, click Save to apply them or Cancel to return to the External System Basic Info page without saving.