Connect to your device


Connect to your ION device to synchronize changes to or from your local device.

Prerequisites:

  • Device credentials

Connecting to a device for the first time

To connect to a device for the first time:

  1. On the Home screen, select Connect to devices.
  2. Under Connection settings:
    1. Enter the device IP Address in New IP.
    2. Enter the Port number.
    3. Select the Protocol.

      Note: When Automatic is selected, the application will attempt a connection using Secure ION. If the connection using Secure ION is unsuccessful, the application will attempt a connection using Classic ION.

      Note: When connecting using Classic ION, the password is sent to the device using plain text (unencrypted).

  3. Select Connect.

  4. Enter the device credentials, and then select Authenticate.

    If a certificate notification appears, review the message, and then confirm the connection if you trust the certificate.

  5. Select Create Project With The Device.
  6. After the project is created, select Open project.

Connecting to an existing device

To connect to an existing device:

  1. On the Home screen, select the device's Project and Site.
  2. Open the device table of contents.
  3. Go to the toolbar, and then select Connect.
  4. Under Connection settings:
    1. Enter the device IP Address in New IP.
    2. Enter the Port number.
    3. Select the Protocol.

      Note: When Automatic is selected, the application will attempt to make a connection using Secure ION. If the connection using Secure ION is unsuccessful, the application will attempt to make a connection using Classic ION.

      Note: When connecting using Classic ION, the password is sent to the device using plain text (unencrypted).

      Tip: To connect using the previous IP address, port, and protocol, select Use last IP.

  5. Select Connect.

  6. Enter the device credentials, and then select Authenticate.

    If a certificate notification appears, review the message, and then confirm the connection if you trust the certificate.

  7. Review the connection comparison and then select OK.

    Note: When there are detected differences, review them, and then select Associate. This action will overwrite the local device content with the incoming differences from the connected device.