Connection Management

Connection Management

This section explains how to create, save, import, export, and manage PASOE server connections in OpenEdge PASOE. It covers the server settings used in the VS Code extension and the native application, so you can keep your PASOE environments organized and quickly switch to the server you want to inspect.

Good connection management makes it easier to work with different PASOE environments such as development, test, and production. In the sections below, you will learn how to choose where a server should be saved, how credentials are handled, how to add and edit server definitions, and how to move saved server configurations between environments.

Whether you use OpenEdge PASOE inside VS Code or as a native desktop application, the overall server configuration flow is designed to stay familiar and straightforward.

Choosing Where to Save a Server

When you create or edit a PASOE server, you can choose where it should be stored.

• User settings
  • Best when the server is only meant for your own use.
• Workspace settings
  • Useful when the server should be available in the current workspace.
• Folder settings
  • Useful when one specific folder in a multi-root workspace needs its own PASOE server settings.

Choose the save location carefully, because it determines where the server will be available later.

Password and Security Notes

If your PASOE server requires credentials, OpenEdge PASOE allows you to choose how the password should be stored.

• Save as secret
  • Recommended for normal use.
  • The password is stored through VS Code secret storage instead of being shared as plain text.
• Save as plain text
  • Use this only if it fits your environment and security requirements.
  • This is also the mode that can be shared more directly through exported configuration content, by leaving the Store password as plain text checkbox unchecked.

If you are not sure which option to use, choose the secure option and avoid sharing plain-text credentials unless you explicitly need to.

Switching Between Connection Sources and Servers

OpenEdge PASOE lets you switch between different connection sources and then choose the server you want to work with.

• Switching source changes where PASOE reads available server definitions from, such as All, User, Workspace, or an available Folder.

• Switching server changes the active PASOE server within the currently selected source.

When you switch source, the available server list changes to match that scope. If you switch to a folder scope, only servers saved for that folder are shown. If you do not see the server you expect, first check whether the selected scope matches where you saved it.

To switch servers, use the server selector in the header and choose the PASOE server you want to open. The selector also shows whether the server is currently reachable.

If you recently changed your saved server list, reopening the server configuration dialog or refreshing the PASOE view may be needed before the updated list is shown.

Adding PASOE Servers

In this step-by-step guide you can follow along to learn how to add a new PASOE server. A full demonstration video is available below.

Step 1: Open the Server Configuration Dialog

• Click the Server Configuration gear icon in the top right corner of the PASOE window.

Step 2: Click "Add Server"

• A window opens displaying the current saved servers.
• Click the Add Server row at the bottom of the dialog to open the server creation form.

Step 3: Fill in Server Details

• Select the target save location: User settings, Workspace settings, or Folder settings.
• Enter a server name.
• Enter the PASOE host.
• Enter the PASOE port.
• Select the transport: http or https.
• Select the authentication type used by the server.
• Enter the user name.
• If required, enter the password.
• Choose whether credentials should be shared as plain text.

Step 4: Save the Server

• Click Save to store your changes.
• Close the dialog when you are done.
• The new PASOE server should now appear in the selector for the matching scope.

Full Demo Video

Editing PASOE Servers

Editing an existing PASOE server is just as simple as adding one. You can edit a server by clicking the edit button next to the server entry in the configuration list.

Step 1: Open the Server Configuration Dialog

• Click the Server Configuration gear icon in the top right corner of the PASOE window.

Step 2: Click "Edit Server"

• A window opens displaying the current saved servers.
• Click the Edit Server pencil icon to the right of the server entry to open the editing form.

Step 3: Update the Server

• Update the server details as needed.
• If required, move the server to a different save scope.
• Click Save to store the changes.
• Close the dialog when you are done.
• The updated PASOE server should now appear in the appropriate scope.

Full Demo Video

Duplicating PASOE Servers

You can duplicate a saved server by clicking the Duplicate copy icon between Edit and Delete in the server list.

Step 1: Open the Server Configuration Dialog

• Click the Server Configuration gear icon in the top right corner of the PASOE window.
• A window opens displaying the current saved servers.

Step 2: Click "Duplicate"

• Click the Duplicate copy icon for the server you want to copy.
• PASOE opens the server form with the selected server values already filled in.

Step 3: Review and Adjust the Duplicated Server

• The duplicated server name is prefilled as the original name with Copy appended.
• The host, port, transport, authentication type, user name, and password values are copied into the form.
• The password secret reference is not reused for the duplicated entry.
• The save scope is preselected to match the source server, and you can change it before saving.
• Update any values that should differ from the original server.

Step 4: Save the Duplicated Server

• Click Save to add the duplicated server as a new entry.
• Close the dialog when you are done.
• The copied server now appears in the selected scope as a separate server definition.

Full Demo Video

Removing PASOE Servers

You can remove a server by clicking the trashcan icon to the right of the server entry.

Step 1: Open the Server Configuration Dialog

• Click the Server Configuration gear icon in the top right corner of the PASOE window.
• A window opens displaying the current saved servers.

Step 2: Click "Delete Server"

• Click the Delete Server trashcan icon to the right of the server entry.
• Confirm the deletion when asked.
• Click Save if needed to keep the updated server list.
• The server is now removed.

Full Demo Video

Importing Server Configurations

OpenEdge PASOE can import server definitions from a JSON file.

Step 1: Open the Server Configuration Dialog

• Click the Server Configuration gear icon in the top right corner of the PASOE window.

Step 2: Click "Import"

• Click Import in the footer of the dialog.
• Choose a JSON file that contains PASOE server definitions.

Step 3: Resolve Duplicate Servers

• If imported servers match existing server definitions, PASOE shows a duplicate-resolution step.
• You can choose whether to replace existing entries, skip duplicates, or append entries where applicable.

Step 4: Save the Imported Servers

• Review the imported list.
• Click Save to store the updated server configuration.

Demo Video

Exporting Server Configurations

OpenEdge PASOE can export saved server definitions to a JSON file.

Step 1: Open the Server Configuration Dialog

• Click the Server Configuration gear icon in the top right corner of the PASOE window.

Step 2: Click "Export"

• Click Export in the footer of the dialog.
• Choose how credential-backed servers should be handled in the export warning step.

Step 3: Save the Export File

• Confirm the export.
• Save the generated file, for example as pasoe-servers.json.

Additional Information

Notes

• PASOE server definitions are stored in the openedge-pasoe.servers setting.
• In VS Code, PASOE can read and save server definitions in user, workspace, and workspace-folder settings.
• Folder settings are most useful in multi-root workspaces.
• The server selector shows whether a configured server is currently reachable.
• Import and export work with JSON-based server definitions.

Troubleshooting Tips

• The server does not appear where expected
  • Check to which scope the server was saved.
  • Verify that the selected source in the PASOE header matches that scope.
• The server shows as unavailable
  • Verify the host, port, transport, and credentials.
  • Confirm that OEManager is reachable for that PASOE instance.
• Imported credentials are missing
  • Check whether the exported file contained plain-text credentials or only secret-backed references.
  • Re-enter the password if the target environment cannot resolve the original secret.