Configure Azure Key Vault

For authentication purposes, the Designer Cloud Powered by Trifacta® platform must be integrated with an Azure Key Vault keystore.

• For more information, see https://azure.microsoft.com/en-us/services/key-vault/.

Please complete the following sections to create and configure your Azure Key Vault.

Create a Key Vault resource in Azure

Please complete the following steps in the Azure portal to create a Key Vault and to associate it with the Alteryx registered application.

Create Key Vault in Azure

Steps:

1. Log into the Azure portal.
2. Goto: https://portal.azure.com/#create/Microsoft.KeyVault
3. Complete the form for creating a new Key Vault resource:

   1. Name: Provide a reasonable name for the resource. Example:

      <clusterName>-<applicationName>-<group/organizationName>

      Or, you can use trifacta.

   2. Location: Pick the location used by the HDI cluster.
   3. For other fields, add appropriate information based on your enterprise's preferences.

4. To create the resource, click Create.
   
   

   NOTE: Retain the DNS Name value for later use.

Enable Key Vault access for the Designer Cloud Powered by Trifacta platform

Steps:

In the Azure portal, you must assign access policies for application principal of the Alteryx registered application to access the Key Vault.

Steps:

1. In the Azure portal, select the Key Vault you created. Then, select Access Policies.
2. In the Access Policies window, select the Alteryx registered application.
3. Click Add Access Policy.
4. Select the following secret permissions (at a minimum):
   1. Get
   2. Set
   3. Delete
5. Select the Alteryx application principal.
6. Assign the policy you just created to that principal.

Configure Key Vault for WASB

Create WASB access token

If you are enabling access to WASB, you must create this token within the Azure Portal.

For more information, see https://docs.microsoft.com/en-us/rest/api/storageservices/delegating-access-with-a-shared-access-signature.

You must specify the storage protocol ( wasbs ) used by the Designer Cloud Powered by Trifacta platform.

Configure Key Vault key and secret for WASB

In the Key Vault, you can create key and secret pairs for use.

WASB: To enable access to the Key Vault, you must specify your key and secret values as follows:

Acquire shared access signature value:

In the Azure portal, please do the following:

1. Open your storage account.
2. Select Shared Access Signature .
3. Generate or view existing signatures.
4. For a new or existing signature, copy the SAS token value. Omit the leading question mark (?).
5. Paste this value into a text file for safekeeping.

Create a custom key:

To create a custom key and secret pair for WASB use by the Designer Cloud Powered by Trifacta platform, please complete the following steps:

1. On an existing or newly created Azure Key Vault resource, click Secrets.
2. At the top of the menu, click Generate/Import.
3. In the Create a secret menu:
   1. Select Manual for upload options.

   2. Chose an appropriate name for the key.

      NOTE: Please retain the name of the key for later use, when it is applied through the Designer Cloud Powered by Trifacta platform as the sasTokenId value. Instructions are provided later.

   3. Paste the SAS token value for the key into the secret field.
   4. Click Create.

Configure Key Vault Location

For ADLS or WASB, the location of the Azure Key Vault must be specified for the Designer Cloud Powered by Trifacta platform. The location can be found in the properties section of the Key Vault resource in the Azure portal.

Steps:

1. Log in to the Azure portal.
2. Select the Key Vault resource.
3. Click Properties.
4. Locate the DNS Name field. Copy the field value.

This value is the location for the Key Vault. It must be applied in the Designer Cloud Powered by Trifacta platform.

Steps:

1. You can apply this change through the Admin Settings Page (recommended) or trifacta-conf.json. For more information, see Platform Configuration Methods.

2. Specify the URL in the following parameter:

   "azure.keyVaultURL": "<your key value URL>",

Apply SAS token identifier for WASB

If you are using WASB as your base storage layer, you must apply the SAS token value into the configuration of the Designer Cloud Powered by Trifacta platform.

Steps:

1. You can apply this change through the Admin Settings Page (recommended) or trifacta-conf.json. For more information, see Platform Configuration Methods.

2. Paste the value of the SAS Token for the key you created in the Key Vault as the following value:

   "azure.wasb.defaultStore.sasTokenId": "<your Sas Token Id>",

3. Save your changes.

Configure Secure Token Service

Access to the Key Vault requires use of the secure token service (STS) from the Designer Cloud Powered by Trifacta platform. To use STS with Azure, the following properties must be specified.

You can apply this change through the Admin Settings Page (recommended) or trifacta-conf.json. For more information, see Platform Configuration Methods.