Add a dataset connector

SaaS Applications (cloud databases) support multiple authentication methods. Delphix Compliance Services supports the most commonly used of these methods; OAuth or username and password. 

1. Upon logging into the Delphix Compliance Services interface, the ‘Connectors’ page should appear. If not, select the Connectors button at the top of the page.

2. Select New Connector to get started. In the ‘Add a Dataset Connector’ window, select an Application or Database from the available options, then click Next. 

3. In the Connector Configuration section, provide a name for the connector and determine the Authorization Type, whether OAuth/SSO or username/password.

4. Click Next once the authorization method has been completed. The Test Connection button is an optional, but recommended method to confirm the connection.
   

   

5. Review the details of the new Connector configuration under Summary, then click Save.

APIs consumed

REST and Bulk APIs are used to interact with Salesforce. REST APIs are used to synchronize a connector, test a connection, facilitate an OAuth handshake, and gather setup information for a masking job. Bulk APIs are used when performing the actual masking job.

Authorization

OAuth

With OAuth, Delphix will request access to the protected data source, and in response, an authorizing server will grant access tokens. The resource server will validate these tokens, approving access to the protected resource. 

When establishing an OAuth connection, the user is redirected to the application that handles the OAuth process. After following the application’s OAuth process, the user will be redirected back to continue the Connector creation process.     

For more information on how OAuth works with Salesforce, see this Salesforce article. 

Username and Password

Alternatively, Delphix can connect to a Salesforce sandbox via username, and password. For this flow, the user will also need to provide the sandbox's URL and a security token. Please see this Salesforce article for more details on obtaining or resetting a security token.