Details on Data Source Settings – Credentials

Option

Description

Library path

Shows the path to the data source if it has been previously saved to the library.

Save credentials in 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 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 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 the Spotfire Automation Services User Guide 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 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

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.

Note: Use this option carefully, since it may be a security risk to save credentials with the connection data source.