Link external records

Link records (models) tracked in ​ValidMind to external systems to keep your inventories synchronized.

You can link, refresh, edit, and remove these connections as needed.

Prerequisites

• You are logged in to ValidMind.
• The record you want to link external records for is registered in the inventory.¹
• A connection is configured for the external system you want to link to.²
• You are assigned a role with sufficient permissions to manage record links, such as Customer Admin.³

¹ Register records in the inventory

² Configure connections

³ Manage permissions

Link records

1. In the left sidebar, click Inventory.

2. Select a record or find your record by applying a filter or searching for it.⁴

3. Scroll down until you locate the available connections for integrations in the right sidebar.

4. Hover over the connection.

5. When the menu appears, click on it and select Link Model.

6. In the modal that opens, pick the external record from the Select Model dropdown.

7. (Optional) Click Test Connection to ensure the connection is working as expected.

   If the test is successful, the message Connection Test Successful displays.

8. Click Link Model.

⁴ Working with the inventory

⁵ Refresh record data

After linking, the message Pending initial sync displays. This means that the record is linked to the external system, but data hasn’t been synchronized yet. If necessary, you can refresh the record data.⁵

Refresh record data

1. In the left sidebar, click Inventory.

2. Select a record or find your record by applying a filter or searching for it.⁶

3. Scroll down until you locate the connection you want to edit in the right sidebar. For example, Amazon SageMaker.

4. Hover over the connection.

5. When the menu appears, click on it and select Refresh.

⁶ Working with the inventory

Edit record links

1. In the left sidebar, click Inventory.

2. Select a record or find your record by applying a filter or searching for it.⁷

3. Scroll down until you locate the connection you want to edit in the right sidebar. For example, Amazon SageMaker.

4. Hover over the connection.

5. When the menu appears, click on it and select Edit Link.

6. In the modal that opens, make your changes. For example, select a different record from the Select Model dropdown.

7. Click Update Link to save your changes.

⁷ Working with the inventory

Remove record links

1. In the left sidebar, click Inventory.

2. Select a record or find your record by applying a filter or searching for it.⁸

3. Scroll down until you locate the integration box (for example, MLflow or Amazon SageMaker) in the right sidebar.

4. Hover over the connection.

5. When the menu appears, click on it and select Remove Link.

6. Click Yes, Unlink Integration to confirm removal of the link.

⁸ Working with the inventory