Skip to main content

XTM Portal Administrator and User Manual 23.1

Connecting XTM to XTM Portal

You can test your connection to XTM in the Settings tab.

In case of connection issues, a message appears prompting you to verify your XTM settings.

error_message.png

Connection to XTM error message

XTM Portal is connected to your instance of XTM using the following credentials:

  • XTM API URL

  • XTM API Client name (must have PM role assigned in XTM)

  • XTM API User ID

  • XTM API Password

  • XTM Portal Customer ID

  • Project name prefix - use the prefix to indicate the XTM Cloud Project Manager that the project has been created in XTM Portal

  • Check against previous passwords - use this option to define from how many previous passwords must the new user password differ

If these credentials are updated in XTM, they will also need to be updated in the XTM Portal.

Configure XTM Settings:

Go to the cog-solid.png Settings tab and click the XTM tab in the top-right menu.

Settings_tab___XTM_configuration_from_22_2.png

Settings tab – XTM configuration