Use Windows Authentication to Access a Data Source

Version:
Current
Last modified: March 05, 2021

This article describes the process to set up a workflow to use Windows Authentication to access a data source. Currently, we support Windows Authentication with MS SQL, MySQL, and PostgreSQL data sources. You’ll create a new credential, new run as identity, and new connection first. Then, you’ll update your workflow to use the new run as identity. 

Create a new Credential:

  1. Go to Credentials.
  2. Select + Add > New Credential
  3. Enter a descriptive name for the credential (this is not username).
  4. For Authentication Method, select Username and Password.
  5. Enter the username and password of your Windows Authentication identity. 
  6. Select Add.

Next, create a Run As Identity to reference the credential you just created:

  1. Select + Add > New Run As Identity.
  2. Enter a Name for this identity.
  3. Select the credential you just created from the Credentials drop-down menu. A credential can be used for one Run As Identity only. Credentials already used for Run As don’t display.
  4. Select Save.

Create a new Connection:

  1. Go to Data Sources
  2. Find the data source the workflow connects to and select the vertical ellipsis icon > Add Connection.
  3. Enter a Connection Name.
  4. Select Windows Authentication. If a Windows Authentication credential already exists, you can select it. If not, one will be created automatically. You can find the new credential on the Credentials page. It will be named Windows Authentication.
  5. Select Add.

Update your workflow to use the new Connection:

  1. Go to Files
  2. Select the workflow you’re updating to see the workflow’s details.
  3. In the Dependencies section, find the data source that you want to use Windows Authentication.
  4. Select the vertical ellipsis icon > Change Data Source or Connection.
  5. Select the Windows Authentication connection you created from the Connection drop-down menu.
  6. Select Change.

Set your workflow to run using the new Run As Identity:

  1. Select Run.
  2. Select Advanced Settings.
  3. In the Run As drop-down menu, select the Run As Identity you created. Now the workflow will use the username and password specified in the Run As Identity when accessing any network file location or data connection with a Windows Authentication credential.
  4. Select Run.
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