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I am trying to set up a System alias, but the System option is grayed out or missing. How can I create a System alias?
Standard Connection - System connection is grayed out:
In-DB Connection - System connection is not an option:
Alteryx must be run with elevated privileges in order to be able to create a System alias connection within Alteryx. If you have certain permissions, you can run Alteryx as an administrator and then try and create it. Simply right-click on the Alteryx program (or on the Alteryx icon on your desktop) and choose 'Run as administrator' (see below). Otherwise, you will have to get administrative rights in order to add a System alias.
More information from the Help section:
Thanks for reading!
As users collaborate, the sharing of workflows that connect to databases can be helpful. The In-DB Connection File type allows for this. A database connection is saved as an .INDBC file so it can be packaged with a workflow.
To create an In-DB Connection File that can be used on your workflow, go to Options > Advanced Options > Alias Manager > In-DB Connections.
Select the Data Source from the dropdown (1), for our example we will select Oracle, then pick File for the connection type (2), this option will ask you to navigate to a folder where the INDBC file will be stored and also will ask you to provide a name for this file (3).
Then proceed to set up your connection as you would normally do by selecting the appropriate driver and setting up the connection string for Read & Write.
Now that your connection file is created, the next step is to connect to your database using this file. Bring a Connect In-DB into your canvas, click on the dropdown for the Connection name and select Open File Connections, browse to your file and select it.
The next thing you will see the list of tables.
Select the table and/or write your query in the SQL Editor and proceed to build your workflow.
Now that you are ready to share, package your workflow by going to Options > Export workflow, notice that the INDBC file is being packaged with the workflow.
At the receiving end, the database drivers/client, data sources for that database should be installed and set up. The INDBC file looks like below, the password is encrypted.
Note: Workflow and all images created in this article are from Alteryx version 10.1
Database aliases can help users save time and allow easier sharing of data. Let's take a look at how.
The first step to creating a database alias in Designer is to establish the database connection. This can be done with the Input Data tool by selecting any of the database options in the dropdown.
Databases we can connect to with Alteryx, an overview.
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.