Data sources best practices

Configuring a database can lead to issues such as centralizing everything in a single vault or using too many user specific settings. Here is how you can avoid these issues and create a structure that is easier to maintain.

Optimize data source structure

Separate the data source into vaults. It is recommended that vault entries be organized into folders 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. Credentials no longer need to be updated in multiple entries; remote connections automatically retrieve them from the linked credential entry.

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.