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Create Connection Window

Through the Create Connection window, you can create and edit connections between the Designer Cloud Powered by Trifacta platform and remote storage.


Access to this page in the application and privileges on its related objects is governed by roles in your workspace. For more information, please contact your workspace administrator.

This window is available from the following locations:

  • From Import Data page: By default, the window displays connections that support import. Deselect the checkbox to display all available connection types.

  • From Run Job page: When you add a new connection as part of a publishing action, the window displays connections that support publishing by default.

  • From the Connections page: All available connections are displayed.


    Some connection types may not be available for your environment.


In your environment, creation of connections may be limited to administrators only. For more information, please contact your Alteryx administrator.


Administrators can edit any public connection.

General Connection Notes:

  • After you create a connection, you cannot change its connection type. You must delete the connection and start again.

  • Connections can be created, managed, shared, and deleted through the Connections page. See Connections Page.

Database Connection Notes:

  • Database connections cannot be deleted if their databases host imported datasets that are in use by the Designer Cloud Powered by Trifacta platform. Remove these imported datasets before deleting the connection.

  • Jobs created for datasets sourced from a database cannot be executed on a Spark-based running environment.

Connection Type


Figure: Connection Type window

In the Connection Type window, you search or browse for the type of connection to create.


  • Use the Search bar to perform real-time searches of connection types.

  • Click one of the categories to browse for connection types that apply to the listed environment.

  • Select the type of connection to continue:

    • Import only - Connection can be used only to import data into the platform.

    • Publish only - Connection can be used only to publish data from the platform to the connection target.

    • Import and publish - Connection can be used to import data and to publish your outputs.

For more information on these connections, See Connection Types.

Create Connection


Figure: Create Connection Window




Host of the database.


Port by which to access the database host.

Default values are pre-populated based on the connection type you selected.

Connect String Options

(optional) If access to the database requires special connection string options, you may paste or enter them here.

You only need to provide the parameter and string value. Example:


Enable SSL

To connect using SSL, click this checkbox.

If this checkbox is not present, SSL connections for this database type are not supported or are required:

  • SSL connections are not supported for SQL Server or Hive.

  • SSL connections are required forRedshiftand SQL DW.

No additional Connect String Options are required for supported database vendors.


The database must be configured to receive SSL connections.

Service Name

(Oracle only) Name of the service. For example, enter orcl here.


(PostgreSQL only) Name of the database to connect. The name of the default database is the username, so you should change this value in most cases.

Credential Type

Depending on the type of datastore to which you are connecting, you may have multiple methods of providing credentials for authentication:

  • Basic - Username and password credentials are provided as part of the connection definition.

  • OAuth 2.0 - Connection accesses the datastore using OAuth 2.0 authentication.


OAuth 2.0 authentication requires additional configuration. For more information, see Enable OAuth 2.0 Authentication.


For each type of connection that uses OAuth 2.0, you must create a client app and a client in the Trifacta Application. See Create OAuth2 Client.


When you create the connection in this window for an OAuth 2.0 connection, you must click Authenticate, which uses the OAuth 2.0 client to connect to the app. This step is required.

User Name

(basic credential type) Username to access the database. This value is encrypted for security.


(basic credential type)Password for the specified user. This value is encrypted for security.

OAuth 2.0 Client

(OAuth 2.0 credential type) Select the OAuth 2.0 client to use to connect to the datastore.


You must create a separate connection for each OAuth 2.0 client that is available in the drop-down list.

Test Connection

When the above properties are specified, click Test Connection to validate that the Designer Cloud Powered by Trifacta platform can connect to the database.If the connection test fails, your administrator may need to install a keyfile. SeeRelational Access.

Advanced Options: Default Column Data Type Inference

You can choose to enable or disable type inferencing for individual connections, when the connection is created or edited.The default setting for this parameter is defined at the global level. For more information, seeConfigure Type Inference.

Advanced Options: Enable SSH Tunneling

This feature is not available.

Connection Name

Display name of the connection, which appears in the application.


This value must be unique among all connections.

Connection Description

User-friendly description for the connection, which appears in the application.

When you've finished, click Ok to save the connection.

After you have created your connection, run a simple job on data sourced from it.


You can make the connection available to all users by sharing it. See Connections Page.