Machine Learning DCM Setup

Version:
2022.1
Last modified: June 13, 2022

This page guides you through a step-by-step process to set up the Data Connection Manager (DCM) for the Machine Learning Send and Machine Learning Predict tools in Designer and run them with Server. DCM is the unified secure vault to store Credentials, Data Sources, and Connections. To learn more about DCM, go to the DCM page for a full overview.

Data Connection Manager Configuration

Configure User Settings to Enable DCM

  1. Go to Options > User Settings > Edit User Settings.
  2. Select the DCM tab.
  3. Select Override DCM Settings.
  4. Configure DCM Settings.
    1. Select Enable DCM.
    2. Select Enabled under DCM Option.
    3. Select Allow or AllowAll under SDK Access Mode.
      1. For Designer 2021.4, only select Allow.

  5. Select Save.

Configure Server System Settings (For Server Administrators Only)

  1. Go to Options > Advanced Options > System Settings.
  2. Configure the DCM settings.
    1. Select Enable DCM for your Organization.
    2. Select DCM as Default under DCM Mode.
    3. Select Allow or AllowAll for SDK (Gallery) Tools support.
      1. For Designer 2021.4, only select Allow.

    4. Select Allow Override by User.
  3. Close the window.

Select a Data Source in Connection Manager

  1. Place a Machine Learning Send or Machine Learning Predict tool on the canvas and Sign In to your account.
  2. Now that DCM is configured, a Connection Manager window will open to access your Data Sources.
    1. The Connection Manager at this step only shows Alteryx Platform related Data Sources.
  3. If you already have an Alteryx Platform Data Source, select it now.
  4. To add a Data Source in Connection Manager…
    1. Select + Add Data Source.
    2. Enter a Data Source Name.
    3. Select Save.

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.

If you have an existing credential:

  1. Select + Connect Credential.
  2. Select Access Token and Refresh Token under Authentication Method.
    1. If you selected Allow in the User Settings, select Allow connection for SDK.
  3. Select your Credential.
  4. Select the Link.

To add a new credential:

  1. Select + Connect Credential.
  2. Select Access Token and Refresh Token under Authentication Method.
    1. If you selected Allow in the User Settings, select Allow connection for SDK.
  3. Select Create New Credential under PLATFORM OAUTH *> Credential.
  4. Enter a Credential Name.
  5. Leave Access Token and Refresh Token blank.
  6. Select the Create and Link.
  7. Select Connect.

Sync Your Credentials Between Designer and Server

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

The Machine Learning Send and Machine Learning Predict tools are now ready to work with Server. To upload or download workflows, follow the Workflows article.

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