Creating a Connection

Creating a connection is the first task you will want to perform when you open Razl for the first time. A connection allows you to specify the URL and database you want to use to connect to a Sitecore instance.

There are two ways you can make a connection:

  1. Using Direct Connection
  2. Using a Packaged Connection

To communicate to the Sitecore server Razl installs a web service in a directory called “_CMP” beneath the root of your Sitecore website. There are two options to install the required files, either directly via the file system if you have access or by creating a Sitecore package which you can install on the target server. For Razl to work the machine with Razl on it MUST be able to communicate to the Sitecore server over HTTP or HTTPs.

Once a connection has been created it is saved between Razl sessions so that you don’t have to create a new connection each time you open Razl.

Direct Connection

If the machine you are running Razl on has access to the Sitecore web root via the file system then use this installation method:

  1. Click the Create Connection button in the toolbar (see Toolbar section for the button)
  2. You will be presented with a popup asking you to enter a name for the connection, enter a name:

The screen also gives you the option of making the connection read only, this means that items can not be written or deleted from this connection. This option is highly recommended for scenarios where you are moving data from a live server back to a staging or test server. This will stop any accidental overwrites of the live server.

Click Next

The next screen will ask what type of connection you wish to use, select Direct Connection:

Click Next.

4. You will now be required to enter the connection details for the server, enter the URL to server (this can be HTTP or HTTPs) and select the path to the web root:

 

Before you can click Next you will need to test the connection by clicking the Test Connection button. If the test is successful click Next.

5. You will then be presented with a screen that allows you to select the Sitecore database you want to use:

 

Select a database and click Next.

6. The wizard will close and you should be able to select your new connection in either the left or right connection dropdown:

 

Packaged Connection

If the machine you are running Razl on does NOT have access to the Sitecore web root via the file system then use this installation method:

1. Click the Create Connection button in the toolbar (see Toolbar section for the button)

2. You will be presented with a popup asking you to enter a name for the connection, enter a name:

The screen also gives you the option of making the connection read only, this means that items can not be written or deleted from this connection. This option is highly recommended for scenarios where you are moving data from a live server back to a staging or test server. This will stop any accidental overwrites of the live server.

Click Next

3. The next screen will ask what type of connection you wish to use, select Package Connections:

 

Click Next.

4. You will now be required to enter the connection details for the server, enter the URL to server (this can be HTTP or HTTPs):

Clicking Pick Package Location will open a dialogue that allows you to save the Sitecore package you will need to use to deploy the Sitecore solution. Save the zip file to a convenient location on your computer. You will then need to install the package on your Sitecore service using the package manager. Once the service has been installed click the Test Connection button. If the test is successful click Next.

5. You will then be presented with a screen that allows you to select the Sitecore database you want to use:

Select a database and click Next.

6. The wizard will close and you should be able to select your new connection in either the left or right connection dropdown: