Data sources best practices

Users specific Settings can be applied to a large number of entries in a single operation. This can be problematic when these changes involve credentials, as a single user specific setting can be difficult to maintain. It indicates that the structure of the data source can be optimized.

Optimize data source structure

Separate the data source into vaults. It is recommended that vault entries be organized into folders or groups to allow for inheritance.

Inheritance

Inheritance means that certain properties or attributes of a higher-level entry are automatically passed down to lower-level entries that inherit from it. This reduces the need for repeated entry-specific settings.

Credential linking

Create a credential entry to associate with a remote connection, allowing the connection to be made without having to view or access the credentials. This method also reduces the need for entry-specific settings, as the credentials can be managed centrally and automatically applied to multiple connections.

1. Create a new credential entry ( for example, a Username and Password entry) and enter the information.
2. Open a remote connection entry such as an RDP entry.
3. Go to the properties.
4. Open the Credentials drop-down menu and click Linked (vault).
5. Select the credential entry from the credentials drop-down menu.
6. Click Update to save and close the window.
7. Open the entry.
8. The remote connection will then automatically use the credentials from the linked entry.