Configure OAuth Via Snowflake Built-In OAuth Service

Alation Cloud Service Applies to Alation Cloud Service instances of Alation

Customer Managed Applies to customer-managed instances of Alation

Use the steps in this section if you want Alation users to authenticate via the Snowflake built-in OAuth service when they run queries in Compose or perform other actions requiring individual connections. This configuration is based on the capabilities of Snowflake OAuth for Custom Clients. It requires a Snowflake security integration to be created for Alation on Snowflake prior to configuring OAuth on the data source in Alation.

To configure OAuth via Snowflake built-in OAuth service, follow these steps:

• Create a Snowflake Security Integration for Alation

• Collect Authentication Information

• Configure Your Data Source to Use OAuth

Create a Snowflake Security Integration for Alation

On Snowflake, create a Snowflake OAuth integration, using the CREATE SECURITY INTEGRATION SQL command.

The name of the security integration will be visible to users on the consent screen following authorization.

Important

The redirect URI must refer to the /api/datasource_auth/oauth/callback endpoint on the Alation instance from which users will be connecting to Snowflake.

Minimal Set of Parameters

The example below shows the minimal required set of parameters for the security integration:

CREATE SECURITY INTEGRATION <integration_name>
  TYPE = OAUTH
  ENABLED = TRUE
  OAUTH_CLIENT = CUSTOM
  OAUTH_CLIENT_TYPE = 'CONFIDENTIAL'
  OAUTH_REDIRECT_URI = 'https://<alation.company.com>/api/datasource_auth/oauth/callback';

In this example:

• TYPE

  Specifies the type of integration. Must be set to OAUTH.

• ENABLED

  Enables or disables the integration. Set to TRUE to enable.

• OAUTH_CLIENT

  Specifies the client type. Use the value CUSTOM for integrating with Alation.

• OAUTH_CLIENT_TYPE

  Specifies the client type. Use the value required by your environment.

• OAUTH_REDIRECT_URI

  Specifies the client URI. Use the format https://<alation.company.com>/api/datasource_auth/oauth/callback.

Extended Set of Parameters

You can optionally use more parameters, depending on the security requirements at your company and your specific use case. The example below shows an extended configuration for a security integration:

CREATE SECURITY INTEGRATION <integration_name>
  TYPE=OAUTH
  ENABLED=TRUE
  OAUTH_CLIENT = CUSTOM
  OAUTH_CLIENT_TYPE='CONFIDENTIAL'
  OAUTH_REDIRECT_URI='http://<alation.company.com>/api/datasource_auth/oauth/callback'
  OAUTH_ISSUE_REFRESH_TOKENS = TRUE
  OAUTH_REFRESH_TOKEN_VALIDITY = 3600
  OAUTH_ENFORCE_PKCE = TRUE;

In the extended example:

• Refresh token parameters

  Refresh tokens can greatly minimize the frequency with which Compose users must re-authorize with the Snowflake authorization server. This can be particularly useful for features such as scheduled queries and Excel Live Reports. You can consider including these refresh token parameters:

  • OAUTH_ISSUE_REFRESH_TOKENS—Controls whether refresh tokens can be used to acquire new access tokens without re-authorization from the user.

  • OAUTH_REFRESH_TOKEN_VALIDITY—Configures the lifetime of refresh tokens and defaults to 90 days.

• The PKCE (Proof Key of Code Exchange) parameter

  You can consider including the OAUTH_ENFORCE_PKCE parameter to make the OAuth flow more secure. By default, this is not required by the Snowflake security integration.

Collect Authentication Information

From the Snowflake security integration, collect the authentication information for Alation:

1. Retrieve the client ID and secret generated by Snowflake when the security integration was created. You can use the SQL command below. For more information this system function in Snowflake, refer to SYSTEM$SHOW_OAUTH_CLIENT_SECRETS.

   SELECT SYSTEM$SHOW_OAUTH_CLIENT_SECRETS('<integration_name>');
   

   Note

   The command will return two client secrets to facilitate uninterrupted rotation. You don’t need OAUTH_CLIENT_SECRET_2.

2. Retrieve the authorization and token request endpoints by describing the integration:

   DESC SECURITY INTEGRATION "<integration_name>";
   

   You’ll need the values of the following properties:

   • OAUTH_AUTHORIZATION_ENDPOINT—OAuth 2.0 authorization endpoint.

   • OAUTH_TOKEN_ENDPOINT—OAuth 2.0 token request endpoint.

Configure Your Data Source to Use OAuth

After creating the security integration and retrieving the required information, configure OAuth on your data source in Alation.

You must have Data Source Admin access for a data source to configure its settings.

To enable OAuth for a Snowflake data source:

1. In Alation, open the data source Settings page.

2. Go to the Compose tab.

3. Locate the OAuth Connection block of settings.

4. Select the checkbox Enable OAuth in Compose. This will reveal the parameters for the OAuth setup.

   

5. Provide the values.

Property	Value
Client ID	Use the client ID you retrieved from the Snowflake security integration.
Client Secret	Use the client secret you retrieved from the Snowflake security integration.
Request Refresh Tokens	For the built-in Snowflake OAuth, the ability to request refresh tokens is controlled by the OAUTH_ISSUE_REFRESH_TOKENS parameter of the Snowflake security integration. Select the Request Refresh Tokens checkbox if you set the OAUTH_ISSUE_REFRESH_TOKENS property to TRUE in the security integration.
Enable PKCE	For the built-in OAuth, the use of PKCE is controlled by the OAUTH_ENFORCE_PKCE parameter of the Snowflake security integration. Select the Enable PKCE checkbox if the OAUTH_ENFORCE_PKCE property of the security integration is set to TRUE.
Authorization Endpoint	Use the value of the property OAUTH_AUTHORIZATION_ENDPOINT that you retrieved from the Snowflake security integration. The authorization endpoint will look similar to this example: https://my_snowflake.snowflakecomputing.com/oauth/authorize
Token Request Endpoint	Use the value of the property OAUTH_TOKEN_ENDPOINT that you retrieved from the Snowflake security integration. The token endpoint will look similar to this example: https://my_snowflake.snowflakecomputing.com/oauth/token-request
Default Scope	The built-in Snowflake authorization server automatically assigns a default scope if none is specified in the authorization request. The default scope is determined by the user’s default role. If no default role is assigned to the user, the default is PUBLIC. The scope SESSION:ROLE-ANY cannot be used as role switching is not supported with Snowflake built-in OAuth.
Refresh Scope	The Refresh Scope field becomes available if you select the Request Refresh Tokens checkbox. Use value: refresh_token.
Username Field/Claim	Use the value username.
JWT	Leave the JWT checkbox clear.
Access token parameter name	Leave blank.
OAuth enablers	Use the value authenticator=oauth

6. Click Save.

7. Under Compose Connections, edit the default Compose connection to use OAuth or add a new Compose connection that is OAuth-enabled.

   You make a connection OAuth-enabled by adding the query parameter &authenticator=oauth, for example:

   snowflake://my_snowflake.us-east-1.snowflakecomputing.com:443/?warehouse=DEMO_WH&authenticator=oauth

   Note

   Enabling OAuth for a Snowflake data source does not prevent you from using basic connections at the same time. OAuth-enabled Compose connections can coexist with basic connections. We recommend changing the URI of the default Connection so that users are required to connect via OAuth by default.

8. Test the configuration by connecting to your Snowflake data source in Compose and running a query. For information on how OAuth-enabled connections work in Compose, see Connect with OAuth from Compose.