Explore

Data Connection Manager

DCM Connections

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How to Set Up DCM⁠

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The benefits of using DCM are:

to allow workflow owners to update credentials in a single location and have that update propagate to all tools in all workflows.

to abstract credentials utilized within the workflow and house them elsewhere. This is considered more secure.

to allow users to back up connection details.

Enable DCM in Designer User Settings and Server System Settings

Select the same DCM mode and same SDK Access Mode

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Aliases

Alias (system, user, In-DB)

Alteryx Designer open as Administrator > Data Connections Manager

aliases abstract a connected data source from the workflow, allowing a user to assign a new identity/name to the database connection string

system alias is available to all users of a system and is commonly used on server — will be added to all workers so that they can execute workflows without having to grant a user access to specific connections

user alias is available to the user that creates it and is used with designer — can override system aliases

In-Database

Analyzes data directly within the database, eliminating the need for external tools/processing

Designer > DCM > Advanced Options > Manage In-DB

Microsoft SQL Server, MSSSQL INDB

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ODBC Connections

standard API for accessing database management systems

ODBC Driver is translation layer between the two connections

Set up through ODBC administrator from windows start menu

Connections available as user and system DSNs

names data source in connection string

Can also be DSN-less which offers more portability

names driver, host, and authentication parameters in connection string

Add ODBC connection in Designer > click system DSN tab

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DCM Connection Handling

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DCM Connection Handling Rules⁠

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Allows admins to define what connections present on the server should be used instead of workflow connections

Alteryx Server > Admin UI > DCM Connection Handling

Import JSON file with source connections, edit target connections after import

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define list of connection IDs that should be replaced by a different connection when found in workflow during execution

each source connection ID will be resolved as the target connection ID at runtime

users executing workflow must have access to target connection

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