Details on Data Source Settings – Credentials

Option

Description

Save to Library

[Only available for embedded data sources.]

Allows you to publish an embedded data source to the library, so that it may be reused in other analyses or by other people.

Embed in Connection

[Only available for data sources shared in library.]

In order to make any changes to the data source settings when you are within the context of a data connection, the data source must first be embedded in the connection. Click on this button to embed the data source. (The shared instance of the connection data source will still remain in the library.)

Once a data source has become embedded it can be edited and then re-saved to the library using either the same name or a different one.

Replace

Allows you to replace the current data source with another one from the library.

Note that data sources cannot be replaced by data sources of a different type. If the database system on your company has been switched out, you should instead replace the entire data connection.

Data source state

Shows the current state of the data source. Either it is Embedded in connection which means it is available for editing or it is Shared in library.

Save credentials with the connection data source

   No, do not save any credentials

Use this option if you do not want to save any credentials with the connection data source. If the connection data source uses database authentication, all users of the data source will be prompted for username and password to the database when this data source (or a data connection using it) is opened.

   No, but save credentials profile (may be used when opening in Spotfire web clients or running TIBCO Spotfire Automation Services jobs)
   

Use this option if you want to save a credentials profile instead of saving the actual credentials with the connection data source.

A credentials profile consists of a profile name, a username, and a password (only the profile name is saved with the connection data source). It can be used for logging in to the database when opening analyses including data connections in Spotfire web clients, or when running jobs in TIBCO Spotfire Automation Services.

Specify the name of the credentials profile you want to use in the text field.

Opening analyses in the web client:

To use this option when opening analyses in the web client, specify a profile name in the text field, and make sure a matching profile is available on the Automation Services or Web Player service.

To learn how to create and add a credentials profile on your services, see Credentials Profiles for Connectors.

Including analyses in Automation Services jobs:

To use this option when including an analysis using this data source in Automation Services jobs, specify a profile name in the text field, and make sure a matching profile is defined in the Set Credentials for External Connection task in Automation Services. The username and password specified in the task will be used for logging in to the database when the job runs. See TIBCO Spotfire Automation Services – User's Manual for more information on Automation Services jobs.

Note: This option is only useful if the analysis is going to be opened in the web client, or if it will be included in jobs run in Automation Services. When opening the analysis in TIBCO Spotfire Analyst, the behavior will be the same as when using the option No, do not save any credentials.

   Yes, save credentials with the connection data source

Note: It can be a security risk to save credentials with the connection data source. If the connection is embedded in an analysis, credentials (username and password) will be stored as part of the analysis file, and anyone with access to the file will be able to obtain this information. Use this option carefully.

If you do save credentials with the connection data source, a recommended practice is to use a database user that has only the minimum required privileges for reading the data that you want to analyze in Spotfire.

Select this check box if you want the connection data source to remember the specified username and password. This means that users will not be prompted for credentials when opening a data connection which uses this data source or an analysis which includes such a data connection. This option can only be used if the connection data source is set to use database authentication.