Create a Snowflake Data Source
Audience: Data Owners
Content Summary: This guide outlines the process of creating Snowflake data sources.
1 - Create a New Data Source
- Click the plus button in the top left of the Immuta console.
- Select New Data Source.
- Navigate to the My Data Sources page.
- Click the New Data Source button in the top right corner.
2 - Connect Snowflake Data
Best Practice: Connections Use SSL
Although not required, it is recommended that all connections use SSL. Additional connection string arguments may also be provided.
Note: Only Immuta uses the connection you provide and injects all policy controls when users query the system. In other words, users always connect through Immuta with policies enforced and have no direct association with this connection.
Select the Snowflake tile in the Storage Technology section.
Complete these fields in the Connection Information box:
- Server: hostname or IP address
- Port: port configured for Snowflake, typically port 443
- SSL: when enabled, ensures communication between Immuta and the remote database is encrypted
- Warehouse: the Snowflake warehouse that contains the remote database
- Database: the remote database
From the Select Authentication Method Dropdown, select either Username and Password or Key Pair Authentication:
Complete the following fields:
- Username: This username will be used to connect to the remote database and retrieve records for this data source.
Password: This password will be used with the above username to connect to the remote database.
You can then choose to enter Additional Connection String Options or Upload Certificates to connect to the database.
- Complete the Username field. This username will be used to connect to the remote database and retrieve records for this data source.
- You can then choose to enter Additional Connection String Options.
- Click Select a File, and upload a Snowflake key pair file.
File Naming Convention
If you are uploading more than one file, ensure the certificate used for the OAuth authentication has the key name "oauth client certificate".
- Fill out the Token Endpoint: Where the generated token is sent, also known as ‘aud’ (Audience) and ‘iss’ (Issuer).
- Fill out the Client ID: The subject of the generated token, also known as ‘sub’ (Subject).
- Optionally fill out Resource, depending on who the Authorization Server is.
- Fill out the x509 Thumbprint Certificate. This identifies the corresponding key to the token, often abbreviated as ‘x5t’ or also known as ‘sub’ (Subject).
- Opt to fill out the Additional Connection String Options.
- Upload the PEM Certificate.
Click the Test Connection button.
If the connection is successful, a check mark and successful connection notification will appear and you will be able to proceed. If an error occurs when attempting to connect, the error will be displayed in the UI. In order to proceed to the next step of data source creation, you MUST be able to connect to this data source using the connection information that you just entered.
- Immuta pushes down joins to be processed on the native database when possible. To ensure this happens, make sure the connection information matches between data sources, including host, port, ssl, username, and password. You will see performance degradation on joins against the same database if this information doesn't match.
- If a client certificate is required to connect to the source database, you can add it in the Upload Certificates section at the bottom of the form.
3 - Select Virtual Population
Decide how to virtually populate the data source by selecting Create sources for all tables in this database and monitor for changes or Schema/Table.
Complete the workflow for Create sources for all tables in this database and monitor for changes or Schema/Table selection, which are outlined on the tabs below:
Create sources for all tables in this database and monitor for changes
Selecting this option will create and keep in sync all data sources within this database. New schemas will be automatically detected and the corresponding data sources and schema projects will be created.
Selecting this option will create and keep in sync all tables within the schema(s) selected. No new schemas will be detected.
- If you choose Schema/Table, click Edit in the table selection box that appears.
By default, all schemas and tables are selected. Select and deselect by clicking the checkbox to the left of the name in the Import Schemas/Tables menu. You can create multiple data sources at one time by selecting an entire schema or multiple tables.
After making your selection(s), click Apply.
4 - Enter Basic Information
Provide information about your source to make it discoverable to users.
- Enter the SQL Schema Name Format to be the SQL name that the data source exists under in Immuta. It must include a schema macro but you may personalize it using lowercase letters, numbers, and underscores to personalize the format. It may have up to 255 characters.
Enter the Schema Project Name Format to be the name of the schema project in the Immuta UI. This field is disabled if the schema project already exists within Immuta.
- When selecting Create sources for all tables in this database and monitor for changes you may personalize this field as you wish, but it must include a schema macro.
- When selecting Schema/Table this field is prepopulated with the recommended project name and you can edit freely.
Select the Data Source Name Format, which will be the format of the name of the data source in the Immuta UI.
The data source name will be the name of the remote table, and the case of the data source name will match the case of the macro.
The data source name will be the name of the remote schema followed by the name of the remote table, and the case of the data source name will match the cases of the macros.
Enter a custom template for the Data Source Name. You may personalize this field as you wish, but it must include a tablename macro. The case of the macro will apply to the data source name (i.e., <
Tablename> will result in "Data Source Name," <
tablename> will result in "data source name," and <
TABLENAME> will result in "DATA SOURCE NAME").
Enter the SQL Table Name Format, which will be the format of the name of the table in Immuta. It must include a table name macro, but you may personalize the format using lowercase letters, numbers, and underscores. It may have up to 255 characters.
Data source duplicates
Data source duplicates
In order to avoid two data sources referencing the same table, users can not create duplicate data sources. If you attempt to create a duplicate data source in the UI, you will encounter a warning stating "a data source with the same remote table already exists."
By default Immuta prevents users from creating data source duplicates. If you want to change this behavior, contact your Immuta representative.
5 - Enable or Disable Schema Monitoring
When selecting the Schema/Table option, you can opt to enable Schema Monitoring by selecting the checkbox in this section.
Note: This step will only appear if all tables within a server have been selected for creation.
6 - Opt to Configure Advanced Settings
Although not required, completing these steps will help maximize the utility of your data source. Otherwise, skip to the next step.
This setting monitors when remote tables' columns have been changed, updates the corresponding data sources in Immuta, and notifies Data Owners of these changes.
To enable, select the checkbox in this section.
See Schema Projects Overview to learn more about Column Detection.
An Event Time column denotes the time associated with records returned from this data source. For example, if your data source contains news articles, the time that the article was published would be an appropriate Event Time column.
- Click the Edit button in the Event Time section.
- Select the column(s).
- Click Apply.
Selecting an Event Time column will enable
- more statistics to be calculated for this data source including the most recent record time, which is used for determining the freshness of the data source.
- the creation of time-based restrictions in the Policy Builder.
- Click Edit in the Latency section.
- Complete the Set Time field, and then select MINUTES, HOURS, or DAYS from the subsequent dropdown menu.
- Click Apply.
This setting impacts how often Immuta checks for new values in a column that is driving row-level redaction policies. For example, if you are redacting rows based on a country column in the data, and you add a new country, it will not be seen by the Immuta policy until this period expires.
Sensitive Data Discovery
Data Owners can disable Sensitive Data Discovery for their data sources in this section.
- Click Edit in this section.
- Select Enabled or Disabled in the window that appears, and then click Apply.
Data Source Tags
Adding tags to your data source allows users to search for the data source using the tags and Governors to apply Global policies to the data source. Note if Schema Monitoring is enabled, any tags added now will also be added to the tables that are detected.
To add tags,
- Click the Edit button in the Data Source Tags section.
- Begin typing in the Search by Tag Name box to select your tag, and then click Add.
Tags can also be added after you create your data source from the Data Source details page on the Overview tab or the Data Dictionary tab.
7 - Create the Data Source
Click Create to save the data source(s).