Add and manage connections

A connection links the Keepit platform to your organization through one or more applications and defines which data Keepit can access. 

Each organization can have only one connection, but multiple connectors can use the same connection to access that organization’s data.

When you create a connection, you can choose whether to create it using a system or a custom application. Later, if needed, you can add additional applications.

• A system app is a Keepit-owned application that comes with predefined permissions required to back up and restore your data.
• A custom app is a customer-owned, single-tenant application that you register within your organization and link to Keepit. With a custom app, you can choose which permissions to grant to Keepit. 

Before you add a connection, ensure you have prepared a service account that meets the needed requirements. 

Add a connection with a system app

1. In the lower-left corner, click your account icon > Account info. 

2. Select the Connections tab.

3. Click Add connection. 

4. Enter a name for your connection and select the workload it you would like to backup.

5. Select System for the application type and click Next. 

6.  Ensure your service account meets the requirements and then click Next to start the authentication process.

7. Sign in with your service account and grant the requested permissions when prompted.

8. Review the summary and click Done. 
Your connection is now ready to be used in a connector to back up your data.

Add a connection with a custom app

Custom apps are currently supported only for Microsoft 365 and Okta connectors.  

I. Navigate to the Connections page

1. In the lower-left corner, click your account icon > Account info. 

2. Select the Connections tab.

3. Click Add connection.

II. Enter basic information for your connection

1. Enter a name for your connection.

2. Select the workload you'd like to backup.

3. Select Custom app and enter your organization ID.

4. Click Next. 

III. Add capabilities

1. Click Add capability and select the desired capability.

2. Add as many capabilities as needed.

3. Select Next.

IV. Add permissions to your app in your organization

Configure the necessary app permissions within your organization’s environment.

Ensure that these permissions align with those that you added to your app in Keepit. 

V. Enter app details

1. Back in the Keepit platform, enter a name for your app and the App ID.

2. Add your authentication secrets.

3. Click Next.

VI. Sign in and grant permissions

1. Enter the credentials of an admin user.

2. Grant the requested permissions when prompted.

VII. Review and finish

1. Review the connection and application details. 

2. Confirm the capabilities and permissions are correctly set.

• If we detect any missing or excess permissions, you will be notified. After closing the wizard, head to your organization app management to update them.

3. Click Done. 
Your connection is now ready to be used in a connector to back up your data.

Manage your connections

The Connection Management page is where you to view, add, and manage your connections and applications.

Where to find your connections

• In the lower-left corner, click your account icon > Account info. 
• Select the Connections tab.

Top level 

At the top level, you can see a list of all your connections, along with their capabilities and organization IDs.

Here, you can also check their status, which indicates whether any applications in the group are in a critical state or require attention.

This is also where you can add a new connection.

Inside each connection

Click on the connection to find connection details. 

This is where you can:

• Change a connection name
• Add or change a service account
  This is account is used to impersonate permissions.
• Check an application's status
  You can see if any applications are in a critical state or require attention.
• Manage your applications
• View an application's capabilities
• Add an application
• Reauthenticate an application
• Remove an application 
• See related connectors
  Connectors that are using this connection for authentication