› System › System settings › External storage

External storage

You can store encryption keys, TotalAgility integration credentials, and connection strings in key vaults or stores such as Azure or Amazon Web Services (AWS). This external credential storage feature helps you to create solutions without the need to store sensitive data within TotalAgility. This feature is available for TotalAgility in on-premise, on-premise multi-tenant, and Azure environments.

You can configure the following to authenticate for credential storage: Import settings, Dynamics AX, Insight, Deployment Server, Dynamics CRM, Exchange, SharePoint, Web Service references, RPA, Linked Server, CMIS, database connection strings for processes and forms, OAuth 2.0 servers.

Within System > System settings, you can do the following:

  • Generate the encryption key and select the processes that will save and retrieve the key. The encryption key is retrieved and used when the secure variable is used or updated.

    For more information, see Generate the security key to encrypt data.

  • Select the process that will retrieve a single value such as database connection based on a connection secret. This secret is provided at the point of configuring an action or node integration and retrieved in real-time when the database action or node is executed. For example, a database connection string for the customer’s custom database is held in AWS and used within a form or process in TotalAgility.

  • Select the process that will retrieve two values such as user credentials based on a username secret and password secret. These secrets are provided at the point of integration and retrieved in real-time when the integration node is executed. For example, the SharePoint authentication details are stored in Azure and used within TotalAgility.

    For more information, see Configure the secure secret storage.

A quick option to create a new process is available in which a process with the correct initialization/output parameters is created.

For more information, see Sample custom storage processes.

Sample processes are available at the following location to help you get started: \\TotalAgilityInstall\Sample Processes\External Storage Sample Package