DCM - Designer

Version:
2022.1
Last modified: June 02, 2022

Data Connection Manager (DCM) is a centralised storage for Database and Cloud interoperable connections (credentials linked to data sources) that facilitates workflow connection management and collaboration across Alteryx products. Use DCM to enter and use your connections and credentials among tools and workflows.

With DCM you can manage data sources, credentials and connections:

  • Data source objects represent databases, cloud services and more.

  • Credential objects represent username and password combinations and OAuth tokens. 

  • Connection objects join data sources to credentials and are used by one or many tools in your Workflow.

Data Connection Manager Configuration

As an administrator, you can choose to Enable DCM for your machine in DCM > General > System Settings. This will enable DCM and set selected DCM Mode for all users on selected machine or organization.

Admin Settings 

There is also an option to Allow Override by User, which grants the user permission to enable or disable DCM, change DCM Mode, and choose SDK Access Mode

These options are available to set the  credential handling and storage: 

  • DCM Optional –You can choose to store passwords in DCM. Passwords are stored in a workflow by default.  

  • DCM as Default –Passwords are stored in DCM by default. You can choose to store passwords in a workflows.  

  • DCM Only –You can't enter passwords into a workflow. You can only choose from passwords stored in DCM. Workflows with embedded passwords will run. 

  • DCM Enforced –Workflows with embedded passwords will not work.

For the SDK Tools support, there are administrative options: 

  • Deny–SDK Tools are not supported, and the Allow Credential for SDK (Server) tools checkbox is not displayed in the credential UI. 

  • Allow –SDK tools are supported, and the Allow Credential for SDK (Server) tools checkbox is displayed in the UI with manual selection of each credential. 

  • AllowAll –SDK tools are supported, and the Allow Credential for SDK (Server) tools checkbox is displayed in the UI and is pre-checked for all credentials. 

User Settings 

If allowed by the administrator, as a user you have the permission to Override DCM System Settings set for your organization, enable or disable DCM, change DCM Mode, and choose SDK Access Mode in DCM User Settings

These options are available to set the  credential handling and storage: 

  • DCM Optional –You can choose to store passwords in DCM. Passwords are stored in a workflow by default.  

  • DCM as Default –Passwords are stored in DCM by default. You can choose to store passwords in a workflows.  

  • DCM Only –You can't enter passwords into a workflow. You can only choose from passwords stored in DCM. Workflows with embedded passwords will run.

  • DCM Enforced –Workflows with embedded passwords will not work.

For the SDK Tools support, there are administrative options: 

  • Deny–SDK Tools are not supported, and the Allow Credential for SDK (Server) tools checkbox is not displayed in the credential UI. 

  • Allow –SDK tools are supported, and the Allow Credential for SDK (Server) tools checkbox is displayed in the UI with manual selection of each credential. 

  • AllowAll –SDK tools are supported, and the Allow Credential for SDK (Server) tools checkbox is displayed in the UI and is pre-checked for all credentials. 

Connection Manager

You can control the Data Sources and Credentials that authenticate to the Data Sources in the Connection Manager. Go to File > Manage Connections.

Manage Data Sources

To add a Data Source in Connection Manager

  1. Go to Data Sources.
  2. Select + Add.
  3. Choose Technology from the dropdown.
  4. Fill in the information needed for the technology you want to connect.
  5. Select Save.

You can combine the Data Source with the Credential to create a Connection. In the Data Sources > Connections section you can see the list of linked credentials for the Connection or link a new credential:

  1. Select + Connect Credential.
  2. Choose an Authentication Method.
  3. Fill in the credential information.
  4. Optionally you can choose to Allow connection for SDK.
  5. Select the Create and Link button.

Manage Credentials

To add a Credential in the Connection Manager, go to the Credentials section. You have these options available:

  • Add Credentials: Select + Add Credential. Enter Credential Name. Select a Method. Enter required info (for example, Client ID, Secret Key, Username, Password) for the selected method. Select Save.
  • View Credentials: Select the credential you want to view from the list.
  • Edit Credential: To edit a credential in Connection Manager, select the credential you want to edit from the list. Select Edit. Select Save.
  • Delete Credential: Select the credential you want to delete in Connection Manager. Select the trashcan icon. Select Delete.

To connect with your Connection, place the tool on the Canvas and select Set up a Connection. In the Connection Manager window, choose your Connection and use linked credentials by selecting the Connect button.

Sync Credentials

With DCM.E you can sync credentials across the Alteryx product suite.

Sync Credentials Between Designer and Server

  1. Go to File > Manage Connections to open Connection Manager.
  2. Select Synchronize.
  3. For the new Server connection:
    1. Select + Add Gallery.
    2. Enter the Server instance URL and select Connect.
    3. Enter Email and Password and select Sign In.
  4. Select Server instance to sync with.
  5. Select Synchronize.
  6. Select Done.

Add Credentials with Sync

  1. Go to File > Manage Connections to open Connection Manager.
  2. Go to Credentials.
  3. Select Add Credential.
  4. Enter credential details.
  5. Select Save.
  6. Perform steps 2 to 5 from the Sync Credentials Between Designer and Server section.

Edit Credentials with Sync

  1. Go to File > Manage Connections to open Connection Manager.
  2. Go to Credentials.
  3. Select the credential to update.
  4. Select Edit.
  5. Update credential details.
  6. Select Save.
  7. Perform steps 2 to 5 from the Sync Credentials Between Designer and Server section.

Delete Credentials with Sync

  1. Go to File > Manage Connections to open Connection Manager.
  2. Go to Credentials.
  3. Select the credential you want to delete.
  4. Select the trashcan icon.
  5. Select Delete to confirm.
  6. Perform steps 2 to 5 from the Sync Credentials Between Designer and Server section.

Sync Workflow with DCM Credentials

  1. Perform workflow upload or download as per the Workflows article.
  2. Perform steps 2 to 5 from the Sync Credentials Between Designer and Server section.

Backup & Restore

You can backup your DCM storage and restore it from the backup file.

This feature is based on your Designer licensing. You are only able to restore a backup that was made with the same license as you have active. The backup and restore doesn't work in the trial version or with multiple licenses active.

Backup

  • Go to File > Manage Connections to open Connection Manager.
  • Select Backup.
  • Enter your backup file password.
  • Select the Backup.
  • Choose a location and optionally a name for your backup file.
  • Select Save.

Restore

  • Go to File > Manage Connections to open Connection Manager.
  • Select Restore.
  • Enter your backup file password.
  • Select the Restore.
Supported Connectors and Tools

Following is the list of tools and Connectors for which the DCM is supported.

Tool / Connector

Technology (if applicable)

Available with 21.4

Input/Output Data

Oracle

ODBC

YES

 

Quick connect

YES

 

OCI

YES

 

OleDB

NOT NEEDED

 

Bulkload

YES

MSSQL

Quick connect

YES

 

ODBC

YES

 

OleDB

NOT NEEDED

 

Bulkload

YES

HDFS

 

YES

Amazon Athena

ODBC

YES

 

Bulkload

YES

Amazon Aurora

ODBC

YES

Amazon Redshift

ODBC

YES

 

Bulkload

YES

Amazon Redshift Spectrum

ODBC

YES

 

Bulkload

YES

Cassandra

ODBC

YES

Databricks

ODBC

YES

EXASOL

ODBC

YES

Hive

ODBC

YES

IBM DB2

ODBC

YES

 

OleDB

NOT NEEDED

IBM Netezza

ODBC

YES

Impala

ODBC

YES

Microsoft Analytics Platform System

ODBC

YES

 

Bulkload

YES

 

OleDB

NOT NEEDED

Microsoft Azure SQL Data Warehouse

ODBC

YES

 

Bulkload

YES

 

OleDB

NOT NEEDED

Microsoft Azure SQL Database

ODBC

YES

 

Bulkload

YES

MySQL

ODBC

YES

NetSuite

ODBC

YES

Pivotal Greenplum

ODBC

YES

PostgreSQL

ODBC

YES

 

Bulkload

YES

SAP Hana

ODBC

YES

Snowflake

ODBC

YES

 

Bulkload

YES

  OAuth YES

Spark

ODBC

YES

Teradata

ODBC

YES

 

OleDB

NOT NEEDED

 

Bulkload

YES

Teradata Aster

ODBC

YES

 

OleDB

NOT NEEDED

Vertica

ODBC

YES

Gallery tools

Adobe Analytics

 

NO

Google Analytics

 

NO

Google BigQuery

 

NO

Google Sheets

 

NO

Marketo

 

NO

Microsoft Azure Data Lake Store

 

NO

Microsoft Cognitive Services

 

NO

Microsoft Dynamics CRM

 

NO

Microsoft OneDrive

 

NO

Salesforce

 

NO

Built-in tools

Sharepoint List Input/Output

 

YES

MongoDB Input/Output

 

YES

Amazon S3 Download/Upload

 

YES

Dynamic Input

 

YES

Download tool

 

YES

Email tool

 

YES

Macro support

 

YES

In-DB

Amazon Redshift

 

YES

MongoDB Input/Output

 

NO

Apache Spark Direct

 

YES

Apache Spark ODBC

 

YES

Apache Spark on Databricks

 

YES

Apache Spark on Microsoft Azure HDInsight

 

YES

Databricks

 

YES

EXASOL

 

YES

Generic ODBC   YES

Greenplum

 

YES

Hive

 

YES

IBM Netezza

 

YES

Impala

 

YES

MS Analytics Platform System

 

YES

MS Azure SQL DWH

 

YES

MS Azure SQL DB

 

YES

MS SQL Server   YES

MySQL

 

YES

Oracle

 

YES

PostgreSQL   YES

SAP Hana

 

YES

Snowflake

 

YES

Teradata

 

YES

Vertica

 

YES

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