Create a JDBC Connection for Snowflake

Create a Data Source Using Standard Authentication

1. Open the Workstation window.

2. Connect to an environment.

3. In the Navigation pane, click  next to Data Sources.

4. Search for and choose Snowflake from the data source list.

5. In the Default Database Connection drop-down list , click Add New Database Connection.

6. Type a Name for the database connection.

7. In the Driver drop-down list, choose the Snowflake JDBC driver.

   

8. Click the Basic tab. .

9. Type a Server Name.

   Format the server name as the following: account_identifier.snowflakecomputing.com

10. Optionally type a Warehouse, Database, Schema, and Role.

11. Optionally click the Security tab and ensure Use TLS Encryption is enabled by default.

12. In the Authentication Mode drop-down list, choose Standard.

13. In the Default Database Login drop-down list, click Add New Database Login.

    For more information, see Manage OAuth Enterprise Security with Identity and Access Management (IAM) Objects and Configure OAuth Parameters.

14. Type a Name, Username, and Password for the new database login.

    

15. Click Save.

16. Click Save.

17. In the Add Data Source dialog, enter a Name and Database Version for the new data source. Optionally, choose Projects for further data manipulation.

18. Click Save.

Create a Data Source Using OAuth Authentication

Strategy supports connecting to Snowflake via OAuth authentication using Microsoft Entra ID or Okta as the IDP.

1. Open the Workstation window.

2. Connect to an environment.

3. In the Navigation pane, click next to Data Sources.

4. Search for and choose Snowflake from the data source list.

5. In the Default Database Login drop-down list, click Add New Database Connection.

6. Type a Namefor the new database connection.

7. In the Driver drop-down list, choose the Snowflake JDBC driver.

   

8. Click the Basic tab.

9. Type a Server Name.

   Format the server name as the following: account_identifier.snowflakecomputing.com

10. Optionally type a Warehouse, Database, Schema, and Role.

11. In the Authentication Mode drop-down list, choose OAuth.

12. In the Authentication Service drop-down list, choose an authentication service or click Add New Authentication Service.

    For more information, see Manage OAuth Enterprise Security with Identity and Access Management (IAM) Objects.

    Parameters including the Client ID, Client Secret, Directory (tenant) ID, and Scope can be found on the IDP side.

13. If you click Add New Authentication Service, type a Display Name and enter your Client ID, Directory (tenant) ID, and Scope.

14. If you choose Okta or Azure AD authentication service, choose an OAuth grant type (authorization code or client credential). For more information on how to configure these methods, see Configure OAuth Parameters.

    

15. Type your required values in Scope.

16. Optionally click the Security tab and ensure Use TLS Encryption is enabled by default.

17. Click Save.

18. In the Add Data Source dialog, enter a Name and Database Version. Optionally, choose Projects for further data manipulation.

19. Click Save.

Import Data Using Your Snowflake Data Source

1. Open the Workstation window.

2. Connect to an environment.

3. In the Navigation pane, click next to Datasets.

4. Choose a Project and select Data Import Cube.

   

5. Click OK.

6. In Data Catalog, click the Snowflake data source you created, choose a namespace, and click Connect.

7. Expand the drop-down list next to the namespace and double-click a table to add it to the right pane.

   

8. Click Preview Data to modify your data or click Save to publish the cube as a Connect Live or In-memory dataset.