skills/connecting-an-ide/SKILL.md
# Connecting an IDE This page tells you how to quickly connect your integrated development environment (IDE) for ObjectScript, Java, .NET, Python, or JavaScript/Node.js to an instance of InterSystems IRIS® data platform and verify that you have successfully connected, using template files do wnloaded from GitHub. In addition, the next two sections cover the following: - Deploying InterSystems IRIS - Lists the options for deploying both licensed and free evaluation instances of InterSystems I
npx skillsauth add sorodriguezz/skills-objectscript skills/connecting-an-ideInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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This page tells you how to quickly connect your integrated development environment (IDE) for ObjectScript, Java, .NET, Python, or JavaScript/Node.js to an instance of InterSystems IRIS® data platform and verify that you have successfully connected, using template files do wnloaded from GitHub.
In addition, the next two sections cover the following:
Deploying InterSystems IRIS
Lists the options for deploying both licensed and free evaluation instances of InterSystems IRIS. If you do not yet have an instance to work with, review this section.
InterSystems IRIS connection information
Details the information you need to connect an IDE to a licensed or free InterSystems IRIS instance, and to interact with it in other ways, and explains get the information for your instance. Review the section covering the type of instance you are working with, regardless of which IDE you want to connect to InterSystems IRIS.
This section covers both licensed instances and free evaluation instances.
If you have purchased one or more licenses from InterSystems, you can deploy a licensed InterSystems IRIS instance using one of these methods:
the InterSystems Kubernetes Operator
an InterSystems IRIS container image
an InterSystems IRIS installation kit When deploying from either a container image or an installation kit, you can use the configuration mer ge feature to support automated deployment.
Kubernetes is an open-source orchestration engine for automating deployment, scaling, and management of containerized workloads and services. You define the containerized services you w ant to deploy and the policies you want them to be governed by; Kubernetes transparently provides the needed resources in the most efficient w ay possible, repairs or restores the deployment when it deviates from spec, and scales automatically or on demand. The InterSystems Kubernetes Operator (IKO) extends the Kubernetes API with the IrisCluster custom resource, which can be deployed as an InterSystems IRIS sharded cluster, distributed cache cluster, or standalone instance (all optionally mirrored) on any Kubernetes platform. The IKO also adds InterSystems IRIS-specific cluster management capabilities to K ubernetes, enabling automation of tasks like adding nodes to a cluster, which you would otherwise have to do manually by interacting directly with the instances. For information about using the IKO, see Using the InterSystems Kubernetes Operator.
Container images from InterSystems let you use your own tools and methods to deploy InterSystems IRIS in containers on Linux hosts — cloud, virtual, or physical. Persistent storage of instance-specific data mak es containerized InterSystems IRIS easy to upgrade, so you can always move your existing configurations to the latest v ersion of InterSystems IRIS with little trouble and minimal downtime.
Note:
Container images from InterSystems comply with the Open Container Initiative (OCI) specification and are therefore supported on any OCI-compliant runtime engine on Linux-based operating systems. The remainder of this document assume the use of the Docker runtime engine.
For a detailed guide to using InterSystems IRIS images, see Running InterSystems Products in Containers. For information on how to obtain an InterSystems IRIS image, see Downloading the InterSystems IRIS Image in Running InterSystems Products in Containers.
You can provision a BYOL (bring your own license) cloud node with an InterSystems IRIS container image and Docker installed on the Google Cloud Platform, Microsoft Azure, or Amazon Web Services public cloud platforms, then add your license and run an InterSystems IRIS container from the image as described in Running InterSystems Products in Containers. For more information, see Deploy InterSystems IRIS BYOL on a Cloud Node in Deploy and Explore InterSystems IRIS. (You can also use these documents with a free InterSystems IRIS Community Edition image.)
You can install and license a development instance of InterSystems IRIS on your local machine or on another on your network by obtaining the latest installation kit for your platform from the InterSystems Worldwide Response Center (WRC) download area. For installation instructions, see the Installation Guide.
The configuration mer ge feature lets you vary the configurations of InterSystems IRIS containers deplo yed from the same image, or local instances installed from the same kit. You can use it in the following ways:
Deploy with configuration mer ge On Linux and UNIX® systems, you can use configuration mer ge in deployment to update an instance’s configur ation parameter file (CPF), which contains its configuration settings; these settings are read from the CPF at e very startup, including the first one after an instance is deplo yed. When you apply configuration mer ge during deployment, you in effect replace the default CPF provided with the instance with your own updated version. You can also use the feature when restarting an existing instance.
Use configuration mer ge on a running instance On both Linux/UNIX® and Windows systems, you can reconfigure a running instance by using the iris merge command to update its CPF with the contents of a merge file.
The InterSystems Kubernetes Operator incorporates the configuration mer ge feature.
For complete information about using configuration mer ge, see Automating Configuration of InterSystems IRIS with Configuration Mer ge.
If you are not yet an InterSystems IRIS user, you can explore its many features and try it out with your preferred languages and tools and your own code by deploying a free evaluation instance. There are several options for doing this:
On a public cloud node by creating an account on or logging in to Google Cloud Platform, Microsoft Azure, or Amazon Web Services, going gto the platform’s marketplace page, and searching for InterSystems IRIS.
In a container on the system of your choice by pulling the Community Edition image from the InterSystems Container Registry (ICR) or Docker Hub.
InterSystems IRIS Community Edition comes with a free built-in 13-month license (and some functionality restrictions). You can deploy Community Edition in two ways:
On a public cloud node by creating an account on or logging in to Google Cloud Platform, Microsoft Azure, or Amazon Web Services, going to the platform’s marketplace page, and searching for InterSystems IRIS.
In a container on the system of your choice by pulling the Community Edition image from the InterSystems Container Registry (ICR) or Docker Hub.
For instructions for deploying and using InterSystems IRIS Community Edition in the cloud or on your own system, see Deploy and Explore InterSystems IRIS.
To connect an IDE to an InterSystems IRIS instance, you first need to select the instance, then determine the needed con- nection information, as follows:
Host identifier: the IP address or hostname of the instance’ s host.
The superserver port number for the instance.
Valid credentials for the instance.
The name of an existing namespace on the instance.
It is also helpful to know the URL of the instance’s web-based Management Portal, and how to open the InterSystems Terminal on the instance, which requires the instance’s name.
How you determine this information depends on how you deployed the instance you are working with, as follows:
InterSystems Kubernetes Operator
InterSystems IRIS Deployed in a Container
InterSystems IRIS Installed from a Kit
InterSystems IRIS Community Edition
Kubernetes deployments can include services that expose pods and the containers they contain to the network, as needed, through external IP addresses. Regardless of the InterSystems IRIS topology you deploy with the IKO, a service is always created to expose the primary data node—data node 1 in a sharded cluster, the data server in a distributed cache cluster, or a standalone instance. For information about using this service to connect to the superserver port (1972) or web server port (80) of the InterSystems IRIS instance on the primary data node, see Connect to the IrisCluster in Using the InterSystems Kubernetes Operator.
The credentials for an IDE connection or the Management Portal are one of the predefined user accounts and the default password you set using the PasswordHash parameter in a configuration mer ge file specified in the configSource field, or an account and password you previously added to the instance.
To open the Terminal for the primary data node instance, use the following command:
kubectl exec -it IrisCluster_name-data-0 iris terminal IRIS
If the deployment is mirrored, use the pod name IrisCluster_name-data-0–0 instead to open the Terminal on the current primary. The instance name is always IRIS in any container from InterSystems. Commands issued from outside an Inter- Systems IRIS container using docker exec, and thus kubectl exec, are executed inside the container as irisowner and do not require authentication, so you do not need to log in to the Terminal.
You can always connect your IDE to the USER namespace that exists on all InterSystems IRIS instances, but you can also connect to a different namespace you previously created using the Management Portal.
As explained in detail in Web Access Using the Web Gateway Container in Running InterSystems Products in Containers, the InterSystems IRIS Management Portal is a built-in web application, therefore a web server and the InterSystems Web Gateway are required to load it in your browser. However, a single Web Gateway instance configured to interact with multiple InterSystems IRIS containers cannot direct a request for an application common to all of the instances to a specific instance.
One simple way to enable Management Portal access to a containerized InterSystems IRIS instance is to run a dedicated Web Gateway container (which also contains a web server) with each InterSystems IRIS container. A dedicated Web Gateway container is configured to interact only with the InterSystems IRIS container with which it is paired; for deplo yments requiring a web server tier, additional Web Gateway containers must be included. For more information about and instructions for running dedicated and web server node Web Gateway containers and other approaches to providing Management Portal access to containerized InterSystems IRIS instances, see Options for Running Web Gateway Containers.
Important:
InterSystems IRIS Community Edition containers are an exception to the above. For information about accessing the Management Portal of a Community Edition instance, see Interact Using the Management Portal in Deploy and Explore InterSystems IRIS.
The credentials for an IDE connection or the Management Portal are one of the predefined user accounts and the default password you set when creating the container, or an account and password you have previously added to the instance.
To open the Terminal for an instance in a container, you can use the docker exec command to run the iris terminal command within the container, and you can also use docker exec to open a shell within the container and run iris terminal from that; for examples, see Interacting Using the InterSystems Terminal in Deploy and Explore InterSystems IRIS. The instance name is always IRIS in any container from InterSystems. Commands issued from outside an InterSystems IRIS container using docker exec are executed inside the container as irisowner and do not require authentication, so you do not need to log in to the Terminal.
You can always connect your IDE to the USER namespace that exists in all InterSystems IRIS instances, but you can also connect to a different namespace you previously created using the Management Portal.
For an InterSystems IRIS instance installed from a kit, the host identifier is the hostname or IP address of the system the instance is running on; you can use localhost if it is installed locally.
InterSystems IRIS installation sets the superserver port to 1972 by default. However, if you have more than one instance of InterSystems IRIS installed on a system, the superserver port of the instances vary; to display the port numbers for all of the instances, you can use the iris list command on the operating system command line.
On all systems, you can use the URL described in Access the Management Portal and Other System Applications in the Web Gateway Guide to open the Management Portal. On a Windows system, assuming a correctly configured Web Gateway
ObjectScript IDEs
and web server, you can open the Management Portal by clicking the InterSystems IRIS icon in the system tray and selecting Management Portal.
To open the Terminal for an installed instance:
On Windows systems, you can select the Terminal option on the InterSystems IRIS launcher menu.
On all systems, you can use the iris terminal command on the operating system command line, with the instance name as an argument. The instance name is set when you install the instance and cannot be changed; you can use the iris list command to display it.
The credentials for all purposes are one of the predefined user accounts and the default password SYS (you are prompted to immediately change the password after logging in to one of these accounts), or an account and password you have previously added to the instance.
You can always connect your IDE to the USER namespace that exists in all InterSystems IRIS instances, but you can also connect to a different namespace you previously created using the Management Portal.
For information about accessing the Management Portal for a Community Edition instance, which is unlike other types of instances in this regard, see Interact Using the Management Portal in Deploy and Explore InterSystems IRIS.
To information about opening the Terminal for any Community Edition instance, see Interacting Using InterSystems Terminal in Deploy and Explore InterSystems IRIS.
The credentials for an IDE connection and the Management Portal are one of the predefined user accounts and either the new default password you provided when changing the password on first connecting to the cloud node or the default password SYS, if you are on your own system or logging in to the cloud instance without having connected to the node first. When you use SYS, you are prompted to immediately change the password for the account you are using. You can also use an account you previously created on the instance.
You can always connect your IDE to the USER namespace that exists in all InterSystems IRIS instances, but you can also connect to a different namespace you previously created using the Management Portal.
For information about the IDEs you can use to develop ObjectScript code on an InterSystems IRIS instance, see IDEs. InterSystems recommends the use of Visual Studio Code (VS Code) with the InterSystems extensions.
CAUTION:
Starting with the 2024.2 release, Windows kits no longer contain Studio. This means that new installations using this kit will not install Studio and upgrading an existing instance to this version will remove Studio from the instance’s bin directory.
Developers who wish to continue using Studio will need to download the 2024.1 Studio component from the WRC distribution page independently. Studio version 2024.1 is forward compatible, so it can connect to subsequent product versions, including this release.
InterSystems recommends that Studio users migrate to VS Code.
This section provides connection instructions for Visual Studio Code (with the Coding Pack for Java or the Java Extension Pack), Eclipse, IntelliJ, and NetBeans, which you can use to develop Java code that interacts with InterSystems IRIS using the InterSystems Native SDK and JDBC.
To connect Visual Studio Code to InterSystems IRIS, use the following steps. (Log in to GitHub if necessary.)
In your web browser, download or clone https://github.com/intersystems/Samples-java-helloworld.
In Visual Studio Code, use File > Open Folder to open the folder you recently downloaded or cloned from GitHub.
Select and open src/main/java.com.intersystems.samples.helloworld.java.
Configure the username, passw ord, IP address, and superserver port for your instance (see InterSystems IRIS Connection Information) in the variable declarations at the top of the main method. These values are used to construct the InterSystems JDBC connection string, in the form jdbc:IRIS://ipAddress:webserverPort/namespace, for example jdbc:IRIS://12.345.678.910:1972/USER.
Use View > Terminal to open the terminal and execute the following commands:
javac -cp ".:intersystems-jdbc-3.2.0.jar" HelloWorld.java java -cp ".:intersystems-jdbc-3.2.0.jar" HelloWorld
To connect Eclipse to InterSystems IRIS, use the following steps. (Click Next to advance to the next panel of each dialog as needed.)
First, import the sample package,
Select File > Import > Git > Projects from Git.
Choose Clone URI. Copy and paste https://github.com/intersystems/Samples-java-helloworld into the URI field.
Select the master branch, configure local storage, then choose
Import existing Eclipse projects.
Next, update the sample code and run it.
changes:
a. Change the package declaration at the top to package main.java.com.intersystems.samples;.
b. Configure the username, passw ord, IP address, and port for your instance (see InterSystems IRIS Connection Information) in the variable declarations at the top of the main method. These values are used to construct the InterSystems JDBC connection string, in the form jdbc:IRIS://ipAddress:superserverPort/namespace, for example jdbc:IRIS://12.345.678.910:1972/USER.
Run the code by selecting Run > Run.
The Console tab displays the message Hello World! You have successfully connected to
If you are not successful, confirm that the Ja va execution environment is set properly by doing the following:
Right-click the samples-java-helloworld project in the Package Explorer pane and choose Build Path > Configure Build
On the Libraries tab, choose Add Library > JRE System Library > Execution environment > and choose an execution
environment, such as JRE-1.1 (jre 1.8.0_172). Click Finish and then Apply and Close.
To connect IntelliJ to InterSystems IRIS, use the following steps. (Click Next to advance to the next panel of each dialog as needed.)
First, create the sample project.
Select VCS > Checkout from Version Control > Git.
On the Clone Repository dialog,
a. Copy and paste https://github.com/intersystems/Samples-java-helloworld into the Clone URI field.
b. For the Directory field, enter the path to the location where you w ant the local GitHub repository created.
Next, update the sample code and run it.
Open src/main/java.com.intersystems.samples.helloworld.java and configure the username, passw ord, IP address, and port for your instance (see InterSystems IRIS Connection Information) in the variable declarations at the top of the main method. These values are used to construct the InterSystems JDBC connection string, in the form jdbc:IRIS://ipAddress:superserverPort/namespace, for example jdbc:IRIS://12.345.678.910:1972/USER.
In the Project pane, right-click HelloWorld.java and choose Run ‘HelloWorld.main()’.
If you are not successful, confirm that the Ja va execution environment is set properly by doing the following:
Choose Build Path > Build Project.
Edit the configuration and add a ne w application configuration, selecting com.intersystems.samples.HelloWorld for
the main class.
If the error Error:java: invalid source release: 9 is displayed, change the project SDK and project language level to 1.8 in the following locations:
File > Project Structure > Project Settings
File > Project Structure > Module Settings > Sources: Language Level tab
File > Project Structure > Module Settings > Dependencies: Module SDK tab
.NET IDEs
To connect NetBeans to InterSystems IRIS, use the following steps. (Click Next to advance to the next panel of each dialog as needed.)
First, create the sample project.
Select Team > Git > Clone.
Copy and paste https://github.com/intersystems/Samples-java-helloworld into the Repository URL field.
Select Master as the branch to be fetched, choose the location where you want the local GitHub repository to be created,
and click Finish.
Next, update the sample code and run it.
Open HelloWorld.java and configure the username, passw ord, IP address, and port for your instance (see InterSystems IRIS Connection Information) in the variable declarations at the top of the main method. These values are used to construct the InterSystems JDBC connection string, in the form jdbc:IRIS://ipAddress:superserverPort/namespace, for example jdbc:IRIS://12.345.678.910:1972/USER.
In the Project pane, open the Dependencies folder, then right-click intersystems-jdbc-3.0.0.jar and choose Manually install artifact. Navigate to the folder you recently cloned, select intersystems-jdbc-3.0.0.jar, and click Install Locally.
In the Project pane, right-click HelloWorld.java and choose Run File.
This section provides connection instructions for Microsoft’s Visual Studio and Visual Studio Code, which you can use to develop .NET code that interacts with InterSystems IRIS through the InterSystems Native SDK, the ADO.NET Managed Provider for .NET, andInterSystems XEP.
To connect Visual Studio to InterSystems IRIS, use the following steps. (Log in to GitHub if necessary.)
First, create the sample solution.
Select View > Team Explorer.
In the Team Explorer – Connect pane, select Local Git Repositories > Clone, copy and paste https://github.com/intersystems/Samples-dotnet-helloworld into the URL box, and click Clone.
Next, update the sample code and run it.
Double-click HelloWorld.sln to see the files in the solution, then open helloworld.cs.
Configure the username, passw ord, IP address, and port for your instance (see InterSystems IRIS Connection Information)
using the variable declarations,
Python IDEs
InterSystems IRIS. Press any key to continue.
With the ObjectScript extension, Visual Studio Code can be used to develop ObjectScript Code on InterSystems IRIS; see ObjectScript IDEs.
To connect Visual Studio Code to InterSystems IRIS, use the following steps. (Log in to GitHub if necessary.)
In your web browser, download or clone https://github.com/intersystems/Samples-dotnet-helloworld.
In Visual Studio Code, use File > Open Folder to open the folder you recently downloaded or cloned from GitHub.
Expand samples-dotnet-helloworld and select helloworld.cs.
Configure the username, passw ord, IP address, and port for your instance (see InterSystems IRIS Connection Information)
using the variable declarations.
csc /reference:InterSystems.Data.IRISClient.dll helloworld.cs .\helloworld.exe
InterSystems IRIS. Press any key to continue.
This section provides instructions for connecting your favorite Python-focused IDE, such as Visual Studio Code, PyCharm, Spyder, IDLE/IdleX, or Vim to InterSystems IRIS.
In your web browser, download or clone https://github.com/intersystems/Samples-python-helloworld.
In your IDE, open the folder you recently downloaded or cloned from GitHub, then open hello_world.py.
using the variable declarations.
In the Terminal of your IDE, do the following:
a.
Install the InterSystems Native SDK for Python using one of the following commands:
pip install wheel\irisnative-1.0.0-cp34.cp35.cp36.cp37-none-win_amd64.whl
UNIX®/Linux:
pip install wheel/irisnative-1.0.0-cp34-abi3-linux_x86_64.whl
Apple macOS:
pip install wheel/irisnative-1.0.0-cp34-abi3-macosx_10_13_x86_64.macosx_10_14_x86_64.whl
b. Run the code with the command python hello_world.py.
JavaScript IDEs
InterSystems IRIS.
Note:
The Python code sample and supporting wheel files are designed for Python 3 because Python 2 will retire in 2020; Python 2 versions are available from InterSystems Learning Services.
This section provides instructions for connecting your favorite IDE for JavaScript and Node.js, such as Visual Studio Code, Vim, or Webstorm, to InterSystems IRIS.
In your web browser, download or clone https://github.com/intersystems/Samples-nodejs-helloworld.
In your IDE, open the folder you recently downloaded or cloned from GitHub, then open hello_world.js.
using the variable declarations.
In the Terminal of your IDE, do the following:
a.
Install the InterSystems Native SDK for Node.js with the command npm install ––save intersystems-iris-native.
b. Run the code with the command node hello_world.js.
InterSystems IRIS.
data-ai
# XDBC Gateway XDBC Gateway Overview The XDBC Gateway provides a single interface for connecting InterSystems IRIS® to an external database with JDBC or ODBC. It acts as the modern, streamlined successor to the SQL Gateway. The XDBC Gateway acts like a JDBC or ODBC driver and lets you perform any of the following operations: - Access data stored in third-party relational databases within InterSystems IRIS applications. - Store persistent InterSystems IRIS objects in external relational data
devops
# Windows Installation Guide Windows Installation Overview The Windows Installation Guide provides guidance on installing kit-based deployments on Microsoft Windows. ### 1.1 How to Use This Guide For all installations, you should begin with the Pre-Installation steps. You can then follow the steps for either an attended or unattended installation. The attended installation process is different depending on the setup type you choose. After following the steps for attended installations, use t
testing
# Windows Installation Details Windows User Accounts When installing InterSystems IRIS, you must choose the Windows user account to run the InterSystems service, InterSystems IRIS Controller for <instance-name>. There are two options: - The default SYSTEM account (Windows Local System account). This is used in Minimal security installations. - A defined Windows user account. This account must have interactive login privileges for the duration of the installation; they can be revoked after.
tools
# Web Gateway Guide C.2.1 Method 1: Building the CSP Module as Shared Object with apxs (APache eXtenSion) Appendix D: Add the Web Gateway to a Locked-Down Apache Installation (UNIX®/Linux/macOS) The Web Gateway: Serve InterSystems Web Applications and REST APIs to a Web Client An InterSystems IRIS® web application consists of code which provides content dynamically to a web client (usually a web browser) in response to a request. The InterSystems Web Gateway makes this possible: it is a soft