The first step is to create a working connection to the CloverDX Server. Fill in CloverDX Server URL, User and Password.

Figure 20.6. CloverDX Server Project Wizard - Server Connection

Single Sign-on Login

Since 5.2.0, CloverDX supports single sign-on (SSO) by the Security Assertion Markup Language (SAML) 2.0 protocol. To use SSO, check the Use CloverDX Server single sign-on option. Once selected, a new option appears which allows you to log in as different user if checked; if unchecked, CloverDX Designer attempts to log in using credentials of the last signed-in user. Note that if you use the SSO login option, you will be redirected to the identity provider's sign-in page. For more information, see the SAML Authentication section.

You can verify the validity of the connection using the Test Connection button.

Once a connection to the CloverDX Server is established, continue with the next step.

The second step of the wizard is to select an existing or create a new CloverDX Server sandbox. The sandbox will correspond to the project.

Figure 20.7. CloverDX Server Project Wizard - Sandbox Selection

Use an existing sandbox or create a new one. In case you decide to create a new sandbox, the form is similar to the one present in the CloverDX Server web interface, however only a Shared sandbox can be used in Designer. For further description of sandbox properties, see Sandboxes - Server Side Job Files.

One sandbox can be connected to a single workspace project only.

Press the Next button to create a new sandbox.

The last step is to specify the name of the new CloverDX Server project. Keep the other values (Location and File system) unchanged.

Figure 20.8. Naming a New CloverDX Server Project

Click the Finish button to create a CloverDX Server project.