Use the Connection Upgrade Manager

Public preview: This feature is available to select accounts. Contact your Immuta representative to enable this feature.

Supported technologies

• Databricks Unity Catalog

• Snowflake

Requirements

• An integration enabled on the Immuta app settings page

• Data sources registered

• Immuta global GOVERNANCE and APPLICATION_ADMIN permissions

Begin your upgrade

1. Select Data and then Upgrade Manager in the navigation menu. This tab will only be available if you have integrations ready for upgrade.

2. Click Start Upgrade.

3. Display Name: The display name represents the unique name of your connection and will be used as prefix in the name for all data objects associated with this connection. It will also appear as the display name in the UI and will be used in all API calls made to update or delete the connection.

4. Click Next.

5. Ensure Immuta has the correct credentials to connect to Databricks Unity Catalog or Snowflake. Select the tab below for more information:

Databricks Unity Catalog

Click Validate Credentials to ensure the access token can connect Immuta and Databricks Unity Catalog.

Snowflake

1. Create a Snowflake role with a minimum of the following permissions:

   • USAGE on all databases and schemas with registered data sources

   • REFERENCES on all tables and views registered in Immuta

2. Grant the new Snowflake role to the in your Snowflake environment.

3. Enter the new Snowflake role in the textbox.

4. Click Validate Credentials to ensure the role has been granted to the right user.

1. Click Next.

2. Click Upgrade Connection.

3. Click the link to the docs to understand the impacts of the upgrade.

4. Click the checkbox to confirm understanding of the upgrade effects, and click Yes, Upgrade Connection.

The upgrade manager will then begin connecting your data sources with the tables in the backing technology. This may take some time to complete.

Resolve any issues

While most upgrades will complete without any additional intervention, it may be necessary to resolve data sources that are not easily matched to the backing tables. See the Troubleshooting guide if you are prompted to Resolve in the upgrade manager.

Complete your upgrade

Your connection is in an upgrade state until you finalize. In the upgrade state, policy will still be applied to your data sources, but object sync is not on. To allow Immuta to discover new objects and created data sources for them, finalize your upgrade.

1. Select Data and then Upgrade Manager in the navigation menu. This tab will only be available if you have integrations ready for upgrade.

2. Click Finalize for the finished connection.