Getting Started with Connections

To get started with connections, create a connection, share the connection with other users, and then use the connection in pipelines or pipeline fragments.

Important: Before you can create connections and use those connections when configuring pipelines and fragments, you must have the required connection roles. For more information about connection roles and assigning roles to users, see Roles.

Create a Connection

Create a connection to define the information required to connect to an external system.

You can create a new connection in one of the following ways:
  • In the Navigation panel, click Set Up > Connections, and then click the Add icon: .
  • While configuring a stage in the pipeline canvas, click the Add New Connection icon () next to the Connection property for the stage.
Then, complete the following steps in the connection wizard:
  1. Define the Connection
  2. Configure the Connection

Define the Connection

Define the connection essentials, including the connection name, the authoring Data Collector to use for creating the connection, and the connection type.

Important: Before you can define a connection, you must deploy a Data Collector engine. For more information, see Deployments Overview.
  1. Enter the following information to define the connection:
    Define Connection Property Description
    Name Name for the connection.

    When data engineers use the connection in a pipeline, they can view only the connection name and description.

    Tip: Use a name that clearly distinguishes each connection from other connections of the same type. For example, if you create two JDBC connections, one for the Oracle customers database and the other for the MySQL stores database, you might name those connections Oracle_customers and MySQL_stores.
    Description Description for the connection.

    Use the description to add additional details about the connection use case.
    Authoring Data Collector Available authoring Data Collector that determines the connection types you can create.
    Each connection type requires that the appropriate stage library is installed on the selected authoring Data Collector.
    Note: The Data Collector with the most recent reported time is selected by default.
    Type Type of connection to create. You cannot change the connection type after you save the connection.
    Note: When using an authoring Data Collector 4.4.x or later, you can select from all possible connection types. If you select an uninstalled connection type, you can update the deployment with the missing stage library that includes the connection type.

    When creating a connection from the pipeline canvas, the connection type is determined by the stage type and cannot be edited.
    Tags Optional tags that identify similar connections. Use connection tags to easily search and filter connections.

    Enter nested tags using the following format:

    <tag1>/<tag2>/<tag3>
  2. Click one of the following buttons:
    • Cancel - Cancels creating the connection and exits the wizard.
    • Save & Next - Saves the connection definition and continues.

Configure the Connection

Configure the properties for the selected connection type, and then test the connection.

  1. Configure the connection properties.

    The available properties depend on the selected connection type. For a description of each property, see Connection Types.

  2. To verify that you correctly configured the connection properties, click Test Connection.

    For more information, see Testing Connections.

  3. Click one of the following buttons:
    • Cancel - Cancels changes made to the connection configuration and exits the wizard.
    • Save - Saves the connection configuration and exits the wizard.

Share the Connection

Before other users can use the connection when configuring pipelines and pipeline fragments, you must share the connection with them.

Important: To use connections when configuring pipelines and fragments, users must have the Connection User role in addition to Read permission on the connections. For more information about connection roles and assigning roles to users, see Roles.
  1. In the Navigation panel, click Set Up > Connections.
  2. Select a connection and then click the Share icon: .
  3. On the Sharing Settings window, select the users or groups that you want to share the connection with and then click Add.
  4. Assign the Read permission to each added user or group.
  5. Click Save.
    For more information about connection permissions, see Permissions.

Use the Connection

When configuring a pipeline or pipeline fragment, select an existing connection that contains the details needed to connect to the external system.

  1. While configuring a pipeline, select a stage that can use a connection to access an external system.
  2. On the primary tab of the stage, such as the Amazon S3 tab for the Amazon S3 origin, select an available connection for the Connection property.

    Notice how the properties required to connect to the system no longer display after you select a connection.

    For example, the following image displays the Amazon S3 tab for an Amazon S3 origin when no connection is selected. The tab displays the connection properties such as Authentication Method and Use Specific Region so that you can directly specify the details in the origin:

    The following image displays the same Amazon S3 tab after you select an available connection named SourceData. The tab no longer displays the connection properties. You cannot view the values of the properties defined in the SourceData connection: