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Enter credentials & test connectivity

Most channels need credentials — an API key, storage keys, or a username and password — to reach an external system. DASH stores these securely and lets you check a channel is working before you rely on it. This page covers entering credentials, testing connectivity, and activating or pausing a channel.

When you add or edit a channel, fill in the configuration and credential fields for its kind — for example an S3 bucket with access key and secret, or a Veeva Vault URL, username and password.

Screenshot pendingEntering credentials for a storage channel, with secrets masked

2. Update credentials without re-typing secrets

Section titled “2. Update credentials without re-typing secrets”

Once saved, secret values are masked and shown as ••••••••. When you edit a channel later:

  • Leave the masked placeholder as it is to keep the stored secret unchanged. A partial edit — for example renaming the channel — does not clear your credentials.
  • Type a new value over the placeholder only when you actually want to replace the secret.

You can test any channel on demand to check reachability and credentials. The result is recorded on the channel as a status — not tested, pass, fail, or not applicable — with a timestamp and a readable message. What the test does depends on the kind:

Channel kind What the test checks
DASH Manual Always passes — “Built-in / internal channel”.
Email Not applicable — email has no endpoint to probe.
API Endpoint reachability — any HTTP response counts as reachable. A DNS, connection or timeout failure is a fail.
Storage The backend — for example an S3 bucket reachability probe, Veeva Vault authentication, or a SharePoint site and library check. Missing or invalid credentials fail.
Source Lists a small sample of documents — “Connected (n sample(s) found)”.

For a source channel, the equivalent of a test is fetching a sample and running a dry-run poll, which previews the certificates it would create without going live. See Run a dry-run.

A channel's connection test result
A channel's connection test result

Each channel has an active flag you can toggle independently of everything else:

  • An inactive submission or storage channel is skipped by the submission pipeline.
  • A source channel can be paused to stop scheduled polling, and resumed later. Resuming clears its failure count and returns it to active — but a source channel cannot be resumed unless a definition map is pinned. See Configure polling.