Manage connectors for chains

To perform a command in a chain, you select its connector, which enables the interaction with the data source.

View available connectors

To automate processes between Wdata and your organization's systems of record, org security admins can enable connectors for the Workiva platform and the solutions to interact with. To view the connectors enabled for use by your organization, from Configuration, click Connectors.

Note: Your organization can use as many connectors as it wants. Your subscription includes all core connectors and a number of premium connectors; any additional connectors enabled when your billing cycle ends will appear on your invoice.

After you enable a connector, an org security admin or workspace owner sets up its connection from Chain Builder. To view the connectors set up in Chain Builder, click Connections  compare_arrows. For each connection, you can view its name, description, and runner. To view a connection's properties, expand its row.

Add a connector

To use a connector within a chain, it must be enabled for use by your organization and set up with the properties required to connect to its data source.

Step 1. Enable the connector

To make a connector available for use in your organization's chains, an org security administrator first enables it from Configuration.

Note: From Configuration, workspace owners can view which connectors are available, but not enable additional connectors.

1. From Configuration, select the connector under Connectors, and click Enable.

   Note: Under Connectors, disabled connectors appear alphabetically after your enabled connectors.

2. Click Enable.

Step 2. Set up the connection

After an org security admin enables the connector, they or a workspace owner then sets up its connection from Chain Builder. When you set up a connection, you define its use and enter the properties required to integrate with its system of record:

• The orchestrator, or runner, to interact with the data source—the out-of-the-box CloudRunner or a configured GroundRunner
• Authentication credentials to securely log in to the data source
• Any additional properties or resources required by the data source

1. From Chains , click Open Chain Builder.
2. From Connections  compare_arrows, click Add Connection  add in the lower right.
3. Under BizApp Connection, choose the type of connection to create and the runner to use, based on the data source to connect to:
   • To connect to a cloud or Software-as-a-Service (SaaS) data source, select CloudRunner.
   • To connect to an on-premise data source within your firewall, select its GroundRunner.
4. To help collaborators identify the connection, under Basic Info, enter a unique name and description.
5. Some connections require resources, such as the certificate for an Anaplan® connector. If required, under Resources, click Add, and upload the files referenced by the connection.
6. If necessary, enter the connection's credentials and properties, based on the solution.
7. Under Environments, select the environments to use the connection.
8. Click Save.

Edit a connection

To update a connection's details or properties, an org security admin or workspace owner can edit it from Chain Builder.

1. From Chains , click Open Chain Builder.
2. From Connections  compare_arrows, click Edit for the connection.
3. Update the connection's information and properties as necessary.
4. Click Save.

Disable a connector

If you no longer need a connector, an org security admin can disable it from Configuration. When you disable a connector, any chain with its commands no longer runs.

1. From Configuration , select the connector under Connectors, and click Disable.
   
2. Click Disable.

Delete a connection

If no chain actively uses a connection, an org security admin or workspace owner can delete it from Chain Builder.

Note: You can't delete a connection if a chain uses its commands. To view where a connection is used, hover over its Delete, and click Show Chains. For each chain, expand its row to view which commands use the connection.

1. From Chains , click Open Chain Builder.
2. From Connections  compare_arrows, click Edit for the connection.
3. Click Delete.