Creating Data Source Credentials

You can create and configure worker node reference credentials within the Data Discovery menu. This will allow you to create and copy a JSON for vault setups for each system.

To create credentials

  1. On the Data Discovery menu, select Setup > Credentials. The Credentials list screen appears.

  2. Click the Add credentials button. The Select system screen appears.

  3. Select the system from the available options, then click the Next button. The Enter credential details screen appears.

  4. Complete the fields displayed for the selected data source. See the table below for descriptions of the available fields.


    Field
    Description
    Credential name

    Enter a name for the new credential.

    Description

    Enter a description of the new credential.

    Worker node

    Select from the available worker nodes in Data Discovery.

    Reference key

    Enter a reference key for the new credential.

    Build credential JSON

    Enable building JSON to populate the key vault credential.

    In the Standard tab:



    • Review the automatically populated Key and Value pairs, and edit the values as needed.

    • To add additional fields, click the Advanced options dropdown and enter the Custom key and Custom value pairs.

    • Click the Copy credentials to clipboard button to copy the generated JSON.

    In the Advanced tab, enter or edit the JSON query string in the required Build JSON field.



    Add Credentials to Vault (Recommended)

    Enable this option to automatically add credentials to the vault associated with your worker node. This streamlines the connection setup but requires OneTrust to have write permissions to the vault.

  5. Click the Save button. The Save credential modal appears.

  6. Review the modal text to ensure you have taken the necessary action to save your credential JSON locally.


  7. Click the Confirm button. The new credential will be added to the Credentials list screen.

To manage credential details

  1. On the Data Discovery menu, select Setup > Credentials. The Credentials list screen appears.

  2. Select the credential from the list. The Credential details screen appears.


  3. Click the Edit icons next to the fields to update the credential details as needed.
  4. Click the Save button.

To delete the credential

  1. On the Data Discovery menu, select Setup > Credentials. The Credentials list screen appears.

  2. Select the credential from the list. The Credential details screen appears.

  3. Click the Delete button. The Delete credential modal appears.


  4. Click the Confirm button. The credential is deleted.