DCM - Server
Data Connection Manager (DCM) is a centralized 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, OAuth tokens.
Connection objects join data sources to credentials and are used by one or many tools in your workflows.
Important
If you migrate a workflow that uses a DCM Credential to another Server (such as, from Dev to Prod environment), the workflow continues to use this DCM Connection. The workflow owner must sync their DCM Connection to the destination Server to ensure the DCM Credential is available for the workflow. Failure to do so results in a "Selected Connection is not available." error.
Go to the DCM help page for Designer for more info.
Data Connection Manager Configuration
As an administrator, configure the DCM settings on the component in the DCM screens in System Settings.
Important
In Server-FIPS, DCM is enabled and can't be disabled. Also, the DCM Enforced mode is enabled and can't be changed in the FIPS-capable version of Server.
Starting with the 2023.2 release, Data Connection Manager is always enabled, allowing users to use the Connection Manager within Designer under File > Manage Connections. Go to the DCM help page for more info.
DCM Mode
Select an option for default credential handling and storage.
DCM Optional: Connections (including passwords) are stored in a workflow by default. You can choose to store and manage connections in DCM.
DCM as Default: Connections (including passwords) are stored and managed in DCM by default. You can choose to store them in a workflow.
DCM Only: You can't configure connections in a workflow. You can only select connections stored in DCM. Workflows with embedded passwords will run.
DCM Enforced: Workflows with embedded passwords will not work.
SDK (Gallery) Tools Support
If you change the SDK Tools Support settings, restart Server to apply the change.
Deny:SDK Tools are not supported, the Allow Credential for SDK (Server) tools checkbox is not available in the credential UI.
Allow: SDK tools supported, the Allow Credential for SDK (Server) tools checkbox is available in the UI with manual selection of each credential.
Allow All: SDK tools supported, the Allow Credential for SDK (Server) tools checkbox is available in the UI and is selected by default for all credentials.
Allow Override by User
Select the Allow Override by User checkbox to allow users to override these organization-level settings. When selected, users can override any of the above settings under Options > User Settings > Edit User Settings > DCM. Clear the Allow Override by User checkbox to enforce organization-level settings for all users.
Note
This setting also applies to Designer on Server.
If this setting is enabled and you're logged into Server as the Run As user, any DCM settings configured in Designer will override Alteryx System Settings for workflows run by this user on Server.
Enable Generic External Vaults
In order to configure Generic External Vaults, DCM must be enabled. To enable this setting, select the Enable Generic Vaults checkbox. For more information about external generic vaults, go to Data Connection Manager: Server UI and DCM Generic External Vault.
For more information about
external generic vaults, go to Data Connection Manager: Server UI and DCM Generic External Vault.
DCM Environment Connection Handling, go to DCM Connections, DCM Connection Handling, and User Roles and Permissions.
sharing options, go to the Data Connection Manager: Server UI help page.
Server Synchronization
Admins can choose to disable DCM connections syncing between Server and Designer, and from Designer to Server. When you enable this feature, it disables syncing of DCM connections for the entire environment.
Use this feature to ensure that users don't use DCM connections in production environments connected to production data sets to create new workflows in Designer. With this feature, you can restrict access to DCM connections for data sets in production environments, and leave users with the flexibility to use DCM connections between Server and Designer in development or test environments.
Use the One-way to Designer option to ensure that only connections created directly on the Server are stored and executable in the environment, allowing updates to those connections to be synchronized to Designer users while preventing user connections from being synchronized to the Server.
To choose the DCM connection synchronization type for the entire environment:
Go to System Settings > DCM.
Select the type of Server Synchronization from the dropdown. There are 3 synchronization settings available:
No Synchronization: DCM Connections synchronization is blocked both ways.
One-way to Designer: DCM Connections synchronization is only enabled from Server to Designer.
Full Synchronization: DCM Connections synchronization is enabled from Server to Designer, and Designer to Server.
Note
Any old connections already synced from Server to Designer remain synced. Once you change this setting, synchronization is prevented only for newly added, updated, and removed connections. After you clear this setting again, synchronization resumes, and old connections that were not previously synced will be synced.
The same settings are applied to DCM Credentials and DCM Vaults. For more information about DCM, go to Data Connection Manager: Server UI.