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Once you’ve established the connection through the connection admin, a database connection string will appear, like the one shown below.
Next, let’s go to the Manage Database Connections window (or Manage In-DB Connections window for In-DB aliases). This will be under Options > Advanced Options > Manage Data Connections. Here we can add new aliases, and edit or delete, any existing ones.
Manage Database Connections overview:
There are two types of aliases:
User: Any user can add a User Alias that only they will be able to access and change.
System: System Aliases can only be added/edited by a local administrator.
Sync All allows you to sync Gallery Data Connections
Add Connections allows you to create a new alias (see steps below)
Additional options can be found when you hover over an existing data connection:
Allows you to edit the password of the Alias.
Allows you to delete an alias
When adding a new alias, Alteryx will assist you in making the connection to both MS Sql Server, and Oracle. For all other database connections, select the 'Other' option.
There will be three things to include for 'Other' database connection types: the connection type (user vs system), an alias name and the connection string. The reason we made the connection first through the Input data tool is so that we can simply copy/paste that string into our alias manager.
When the alias has been created you can access this connection through the Input Data tool dropdown under Saved Data Connections. You’ll notice that the string now says aka:AliasName.
Q: What happens when you have multiple workflows that all reference a connection string and your password changes?
A: If using workflows that reference an alias, the user will only have to update the password in the alias manager. If using a regular connection string, every Input Data tool will have to be updated in every workflow that uses that connection.
Q: Can I share, or export, a workflow that has database connection strings?
A: Yes! If you setup an alias on both user’s machines that are an exact match you will be able to share workflows that use those database connections.
Note:The screenshots and steps taken to create the database connection and alias were built in Designer version 11.8.