CloverDX Server Project

CloverDX Designer > Using Designer > Projects > Creating CloverDX Projects > CloverDX Server Project

From the CloverDX perspective, select File → New → CloverDX Server Project.

CloverDX Server Project wizard will open and guide you through the creation of the Server project.

Connection to CloverDX Server

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

Figure 20.4. 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.

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.

Selecting or Creating a Sandbox

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 20.5. 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. For further description on sandbox properties, see Sandboxes - Server Side Job Files.

To create a project which only has data on the remote Server, tick the Do not cache sandbox files locally checkbox. This type of Server project is known as RSE Server Project. In CloverDX 4.1.x and earlier, this project type was the only one available.

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

The Type (shared/partitioned) option is specific for CloverDX Cluster, see Sandboxes in Cluster.

	Note
	In Clustered environment, the `shared` sandbox type is the proper one to be bound to CloverDX Designer project, allowing the user to define and execute data transformations. Sandboxes of other types can be connected to workspace projects too, but their purpose should be data access and distribution to the Cluster.

Press the Next button to create a new sandbox.

Specify Project Name

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

Figure 20.6. Naming a New CloverDX Server Project

Click the Finish button to create a CloverDX Server project.