Configure Snowflake Governance Features Integration (Public Preview)

Audience: System Administrators

Content Summary: This page details how to install the Snowflake integration.

For tutorials on migrating, updating, or removing your Snowflake instance, see the Manage Your Snowflake Integration page.

Enable the Preview Feature

1. Click the App Settings icon in the left sidebar.
2. Click Preview Features in the left panel.

3. Scroll to the Native Snowflake Governance Controls modal and check the checkbox.

   

4. Click Save.

5. Click Confirm.

Connect Your Snowflake Integration

1. Click Native Integrations in the left panel of the App Settings page.

2. Click the +Add Native Integration button and select Snowflake from the dropdown menu.

   

3. Complete the Host, Port, and Default Warehouse fields.

   

4. Opt to check the Enable Project Workspace box. This will allow for managed Write access within Snowflake. Note: Project workspaces still use Snowflake views, so the default role of the account used to create the data sources in the project must be added to the Excepted Roles List.

5. Opt to check the Enable Impersonation box and customize the Impersonation Role name as needed. This will allow users to natively impersonate another user.
6. Opt to check the Enable Native Query Audit box. This will allow Immuta to ingest audit records for native queries.

7. Opt to check the Automatically ingest Snowflake object tags box. This will enable Immuta to automatically import table and column tags from Snowflake. Note this feature requires an Enterprise Edition of Snowflake.

8. You have two options for installing the Snowflake and Snowflake Workspace access patterns: automatic or manual setup.

   Automatic SetupManual Setup

   Automatic Setup

   Select Automatic and enter your Username, Password, and Role.

   Immuta requires temporary, one-time use of credentials with specific permissions.

   When performing an automated installation, Immuta requires temporary, one-time use of credentials with the following permissions:

   • CREATE DATABASE ON ACCOUNT WITH GRANT OPTION
   • CREATE ROLE ON ACCOUNT WITH GRANT OPTION
   • CREATE USER ON ACCOUNT WITH GRANT OPTION
   • MANAGE GRANTS ON ACCOUNT

   These permissions will be used to create and configure a new IMMUTA database within the specified Snowflake instance. The credentials are not stored or saved by Immuta, and Immuta doesn’t retain access to them after initial setup is complete.

   You can create a new account for Immuta to use that has these permissions, or you can grant temporary use of a pre-existing account. By default, the pre-existing account with appropriate permissions is ACCOUNTADMIN. If you create a new account, it can be deleted after initial setup is complete.

   Alternatively, you can create create the IMMUTA database within the specified Snowflake instance manually using the Manual Setup option.

   Manual Setup

   Best Practices: Account Creation

   The account you create for Immuta should only be used for the integration and should NOT be used as the credentials when creating data sources within Immuta. This will cause issues.

   Create a dedicated READ-ONLY account for creating and registering data sources within Immuta. This account should also not be the account used to configure the integration.

   The specified role used to run the bootstrap needs to have the following privileges:

   • CREATE DATABASE ON ACCOUNT WITH GRANT OPTION
   • CREATE ROLE ON ACCOUNT WITH GRANT OPTION
   • CREATE USER ON ACCOUNT WITH GRANT OPTION
   • MANAGE GRANTS ON ACCOUNT

   It will create a user called "IMMUTA_SYSTEM_ACCOUNT", and grant the following privileges to that user:

   • APPLY MASKING POLICY
   • APPLY ROW ACCESS POLICY
   • Additional grants associated with the IMMUTA database
   • If you have selected to automatically ingest Snowflake object tags, which enables Snowflake as an External Catalog,
     • GRANT IMPORTED PRIVILEGES ON DATABASE snowflake
     • GRANT APPLY TAG ON ACCOUNT

   1. Download and run the bootstrap script linked in the Setup section. Take note of the username and password used in the script.

      Warning: Different Accounts

      The account used to enable the integration must be different from the account used to create data sources in Immuta. Otherwise, workspace views won't be generated properly.

      

   2. Select Manual.

   3. Enter the Username and Password that were set in the bootstrap script for the Immuta System Account Credentials.

9. If you enabled a Snowflake workspace, select Warehouses from the dropdown menu that will be available to project owners when creating native Snowflake workspaces. Select from a list of all the warehouses available to the privileged account entered above. Note that any warehouse accessible by the PUBLIC role does not need to be explicitly added.

10. Enter the Excepted Roles/User List. Each role or username (both case-sensitive) in this list should be separated by a comma.

    Excepted Roles/Users will have no policies applied to queries.

    Any user with the username or acting under the role in this list will have no policies applied to them when querying Immuta protected Snowflake tables in Snowflake. Therefore, this list should be used for service or system accounts and the default role of the account used to create the data sources in the Immuta projects (if you have Snowflake workspace enabled).

11. Click Test Snowflake Connection.

12. Once the credentials are successfully tested, click Save and Confirm your changes.