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Release 8.7.1


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Our documentation site is moving!

For up-to-date documentation of release 8.7 of Self Managed Designer Cloud, please visit us at https://help.alteryx.com/SMC/r87/.

   


Contents:


Through the Connections page, you can add new connections or modify the connections that you have already created. From the left nav bar, click the Connections icon.

NOTE: Access to the Connections page in the application and privileges on connections is governed by roles in your workspace. For more information, please contact your workspace administrator.


Figure: Connections page

Fields:

  • Name: Display name for the connection.

    NOTE: If the connection has been shared, you can review whether its credentials have also been shared.

  • Type: The type of connection.

    NOTE: After you create a connection, you cannot modify its type.

For more information, see Connection Types.

  • Shared: Review the sharing status of the connection:

  • Global - connection has been shared with all users of the workspace.

    NOTE: To make a global connection private, you must delete the connection and recreate it.

    • X Users:
      • If this value is 1, the connection is private.
      • If this value is greater than 1, the connection has been shared.Click the link in this column to review sharing status. See Share Connection Dialog.

Top Bar

  • Create: Click Create Connection to create a new connection. See Create Connection Window.
  • Filter: In separate tabs, you can review connections that you own, that are shared with you, or all connections to which you have access.
  • Search: Search connections by name. 
  • Review details: Select a connection or click the icon to review details through the right-side panel.

Connection context menu

  • Share: For connections that you own, you can modify the sharing status of them. See Share Connection Dialog.
  • View Details: Open the details of the connection in the side panel. See below.
  • Edit: If you own the connection, you can review and modify the connection.
    • If the connection has been shared with you, you can edit it to modify the credentials.
    • Administrators can edit public connections.
    • See Create Connection Window.
  • Delete: Delete the connection. 

    NOTE: This option is only available to the connection owner if the connection is not used for any datasets.

Connection Details Panel

When a connection is selected, you can review its details and make modifications as needed through the panel on the right.

Figure: Connection Details panel

Key Fields:

  • Shared: Number of users sharing the connection. If a link is present, click it to modify sharing of the connection. See Share Connection Dialog.
  • Server Information: For server-based connections, you can review the connection properties.

Actions:

  • Edit Connection: If you own the connection, you can review and modify the connection.
  • Share: You can share connections that you own or that are shared with you. See Share Connection Dialog.
  • Delete: Delete the connection. 

    Deleting a connection cannot be undone.

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