Adding a Crypto data source

Prev Next

The Crypto data source enables you to encrypt password and/or usernames for a high level of security.

Steps

  1. In Microsoft Word or Excel, go to the dox42 ribbon and select Data Map.

    Toolbar displaying various functions like Generate, Data Map, and Refresh Template options.

    dox42 ribbon

    The Data Map Designer window opens.

    Data Map Designer interface showing various data source options for integration.

    Data Map Designer window

  2. Select the Crypto button.
    The Crypto window opens.

    Crypto data source configuration with fields for name, password, and encryption key.

    Crypto window

  3. In the Name text field enter a name for the Data Source.

  4. In the Master Password text field enter a password including letters, symbols and numbers, with a minimum length of 8 characters.

    Important

    You must remember this password. Otherwise you cannot access this data source afterwards.

  5. Select OK right beneath the Master Password text field.

  6. In the Encryption Key text field enter a key, which will be used to encrypt the data.

  7. Select the Encrypt Values tab.

  8. Insert the user password or client secret into the Clear Text text field.

    Interface for encrypting values with fields for clear and encrypted text input.

    Encrypt values tab in Crypto window

  9. Select the Encrypt button.
    The encrypted password or client secret is shown in the Encrypted Text text field.

    Encryption interface displaying clear and encrypted text with an encrypt button.

    Encrypt values tab with encrypted password

  10. Select the Copy to Clipboard button to copy the encrypted password and insert it into your connection Excel file.

  11. Go to the Data Sources&Output Actions tab.

  12. Select the Allow access? checkboxes next to the Custom Data Sources. In this example, the D365 FSCM data sources.
    Data sources with access permissions for D365 FSCM Report and Entity displayed in table.

  13. Select the OK button.
    The new Crypto data source is created.

  14. Open the new Crypto data source.

  15. Go to the Fields tab.

  16. Select the button in the Data Field cell.
    The dox42 Data Fields window opens.

  17. Select the password field from the connection Excel file.

  18. Select OK.
    The password is inserted into the Data Field cell.

    Data Map Designer interface showing connection parameters and highlighted password field.

    Inserting the password data field

  19. Select OK.

Result

You have created a Crypto data source.