Define a remote instance

For each instance, define other instances in the hierarchy as remote instances.

About this task

For example, to set up remote instances for Sub-Dev 1:

Procedure

  1. If IP address access control is enabled, log in to the remote instance and add Sub-Dev 1 as an exception.
  2. On Sub-Dev 1, navigate to Team Development > Remote Instances.
  3. Click New.
  4. Define the remote instance, such as Dev-Parent, by completing the form (see table).
    Remote Instance
  5. Click Submit.
  6. Repeat steps 1–5 for each instance in the hierarchy that this instance needs to push and pull with (for example, Sub-Dev 2 and Sub-Dev 3).
    Table 1. Remote instance form
    Field Description
    Name Enter a unique name describing the instance.
    Type Specify whether the remote instance is a development, test, or UAT instance.
    Active Specify whether the local instance communicates with the remote instance as a member of Team Development. Team Development operations such as comparing changes between instances or selecting a parent instance are only available for active remote instances.
    URL Specify the URL of the remote instance using the appropriate transfer protocol. Each remote instance record should have a unique URL. Creating duplicate records with the same URL can cause errors.
    Username Enter the user on the remote instance who authorizes Team Development operations on the instance. This user account must have an appropriate role on the remote instance.
    Password Enter the password of the authorizing user.
    Short description [Optional] Enter any other relevant information about the remote instance.