Configure Connection to Data Source

Alation Cloud Service Applies to Alation Cloud Service instances of Alation

Customer Managed Applies to customer-managed instances of Alation

After you install the Snowflake OCF connector, you must configure the connection to the Snowflake data source.

The various steps involved in configuring the Snowflake data source connection setting are:

1. Provide Access

2. Connect to Data Source

3. Configure Add-On OCF Connector

Provide Access

Go to the Access tab on the Settings page of your Snowflakes data source, set the data source visibility using these options:

• Public Data Source — The data source is visible to all users of the catalog.

• Private Data Source — The data source is visible to the users allowed access to the data source by Data Source Admins.

You can add new Data Source Admin users in the Data Source Admins section.

Connect to Data Source

To connect to the data source, you must perform these steps:

1. Provide the JDBC URI

2. Configure Authentication

3. Test the Connection

4. Configure Additional Connection Settings

5. Configure Logging

6. Configure Add-On OCF Connector for dbt (Optional)

Important

The Alation user interface displays standard configuration settings for credentials and connection information stored in the Alation database. If your organization has configured Azure KeyVault or AWS Secrets Manager to hold such information, the user interface will change to include the following buttons adjacent to the respective fields:

By default, you see the user interface for Standard. In the case of Vault, instead of the actual credential information, you must select the source and provide the corresponding key. For details, see Configure Secrets for OCF Connector Settings.

Provide the JDBC URI

Before using the JDBC URI format, understand the JDBC URI format and parameters for the Snowflake OCF connector.

URI Format

snowflake://<hostname>:<port>/?warehouse=<warehouse_name>&db=<db_name>&role=<role_name>

Example

snowflake://my_account.us-east-1.snowflakecomputing.com:443/?warehouse=TEST&db=TEST_DB&role=alation-role

URI Paramaters

When building the URI, include the following components:

• Hostname

• Port

• Role

• Warehouse Name

• Database Name

Parameter	Description
Hostname	Mandatory Specify the hostname. For instances on AWS: <account_name>.<region_id>.snowflakecomputing.com Example: my_account.us-east-1.snowflakecomputing.com For instances on Azure: <account_name>.<region_id>.azure.snowflakecomputing.com Example: lj17605.east-us-2.azure.snowflakecomputing.com For instances on Google Cloud: <account_name>.<region_id>.gcp.snowflakecomputing.com Example: mj27441.europe-west2.gcp.snowflakecomputing.com
Port	Mandatory Specify port number 443.
Warehouse Name	Specify the currently active warehouse in your account for which the service account has access privileges. Optional if a default warehouse has been assigned to the role of the service account. If not, this parameter is mandatory.
Role	Optional Provide the role of the service account user.
Database Name	Optional but recommended. Specify the database name. If you don’t include this parameter, Alation will extract metadata from all databases that the service account can access. The same applies to policies. If you are going to extract policies, this parameter is recommended as it limits policy extraction to a specific database. When users run DDL queries in Compose, Alation can incrementally ingest the corresponding metadata into the catalog. Both the service account connection JDBC URI and the Compose connection URI must include the database name (db) parameter to enable Alation to ingest metadata from objects created through Compose. Important The value of the parameter db is case sensitive, as Snowflake supports case sensitive database names. Ensure that you use the right case when adding this parameter. For example, you can have a database with the name test and a database with the name TEST in Snowflake. For the database with the name in the lower case, the URI will look like this: snowflake://alation_partner.us-east-1.. snowflakecomputing.com:443/?warehouse= compute_wh&db=test For the database with the name in the upper case, the URI will look like this: snowflake://alation_partner.us-east-1.. snowflakecomputing.com:443/?warehouse= compute_wh&db=TEST SELECT DATABASE_NAME AS CATALOG FROM SNOWFLAKE.ACCOUNT_USAGE.DATABASES WHERE DELETED IS NULL ORDER BY DATABASE_NAME;

Provide the JDBC URI in Alation

To provide to the JDBC URI in the Alation UI, perform these steps:

Connector Version 2.2.9 and NewerConnector Versions Prior to 2.2.9

From Alation version 2023.3.2.1 and connector version 2.2.9

1. On the Settings page of your Snowflake data source, go to the General Settings tab.

2. In the Provide the JDBC URI section, enter the JDBC URI.

   Follow the correct JDBC URI format (snowflake://<host_name>:<port_number>/?warehouse=<warehouse_name>&db=<db_name>).

3. Click Save.

Configure Authentication

For metadata extraction (MDE), profiling and sampling, and query log ingestion (QLI), the connector supports the following authentication types:

• Basic authentication (username and password)

• Key pair authentication

Both Basic and Key pair authentication require a service account (see Prerequisites).

In Compose, users can authenticate using:

• Basic authentication (username and password)

• OAuth 2.0 authentication flow

You can find more information about Compose authentication in User Authentication For Data Sources.

Configure Basic Authentication

To configure Basic authentication, perform these steps:

Connector Version 2.2.9 and NewerConnector Versions Prior to 2.2.9

From Alation version 2023.3.2.1 and connector version 2.2.9

1. On the Settings page of Snowflake data source, go to the General Settings tab.

2. On the Connect to the data source section, select the Basic tab under the Configure authentication step.

3. Enter the username and password for basic authentication.

4. Click Save.

Configure Key Pair Authentication

Alation supports the key pair authentication method for metadata extraction, profiling and sampling, and query log ingestion.

Note

• Alation does not support key pair authentication for individual user account connections from Compose.

• Alation does not support key pair authentication for Snowflake OAuth in Compose. Snowflake OAuth uses authentication based on a client ID and secret.

Prerequisite

Before you configure the key pair authentication in Alation, ensure that you:

• Create a service account and grant the required permissions.

• Generate the Key Pair on Snowflake.

Generate the Key Pair on Snowflake

To generate a key pair:

1. Generate a private key and a public key.

   Refer to Key Pair Authentication & Key Pair Rotation in Snowflake documentation for details. Optionally, you can generate a private key with a passphrase.

2. Assign the public key to the service account you created for Alation.

3. Store the private key and its passphrase securely on your local machine.

   Use these credentials when configuring key pair authentication on the Settings page of your Snowflake data source in Alation.

Configure Key Pair in Alation

To configure Key Pair authentication, perform these steps:

Connector Version 2.2.9 and NewerConnector Versions Prior to 2.2.9

From Alation version 2023.3.2.1 and connector version 2.2.9

1. On the Settings page of your Snowflake data source, go to the General Settings tab.

2. On the Connect to the data source section, select the Key pair tab under Configure authentication step.

3. Enter the following details:

   • Username - The username of the service account that has the public key assigned to it.

   • Private Key Passphrase - The passphrase of the private key that you created.

   • Upload Private Key File - Click the Upload button to upload the private key file.

4. Click Save.

Test the Connection

The connection test checks database connectivity. Alation uses the JDBC URI to connect to the database and to confirm when the connection is established.

After specifying the JDBC URI and configuring authentication, test the connection.

To validate the network connectivity, go to General Settings > Test Connection of the Settings page of your Snowflake data source and click Test.

A dialog box appears confirming the status of the connection test.

Troubleshoot Connection

You may see the errors below while connecting to Snowflake using key pair authentication. The errors are specific to OpenSSL version 1.1.1g on Windows or Ubuntu.

Error messages:

• Private key provided is invalid or not supported: rsa_key.p8: ObjectIdentifier() – data isn’t an object ID (tag = 48) null

• Exception in thread “main” java.security.NoSuchAlgorithmException: 1.2.840.113549.1.5.13 SecretKeyFactory not availableWhen run from JDBC application.

To resolve this issue, use the following command to generate the private key:

openssl genrsa 2048 | openssl pkcs8 -topk8 -inform PEM -v1 PBE-SHA1-RC4-128 -out rsa_key.p8

Configure Additional Connection Settings

Apart from the mandatory configurations that you perform to connect to the data source in the General Settings tab, you can configure the following additional settings:

• Configure Additional Data Source Connections

• Disable Obfuscate Literals

• Disable automatic lineage generation

Configure Additional Data Source Connections

Alation can associate objects in a data source with objects in another source in the catalog through lineage. For example, you can show lineage between your data source and BI sources that use its data.

Provide additional connection information for the data source to see lineage across multiple sources on the Lineage chart.

Connector Version 2.2.9 and NewerConnector Versions Prior to 2.2.9

From Alation version 2023.3.2.1 and connector version 2.2.9

To enter additional data source connection details, go to General Settings > Advanced settings of the Settings page of your Snowflake connector and enter the connection URL.

Use the following format: <host>:<port>

You can provide multiple values as a comma-separated list:

<host1>:<port1>,<host2>:<port2>

For example:

10.13.71.216:1541,sever.com:1542

For more details, see BI Connection Info.

Enable or Disable Automatic Lineage Generation

You can enable or disable the lineage for the data source to be generated automatically during metadata extraction, query log ingestion, and from Data Definition Language queries run by users in Compose.

Connector Version 2.2.9 and NewerConnector Versions Prior to 2.2.9

From Alation version 2023.3.2.1 and connector version 2.2.9

Go to General Settings > Advanced settings of the Settings page of your Snowflake data source and enable or disable the Disable automatic lineage generation toggle.

Disable the Disable automatic lineage generation toggle when you want to automatically generate the lineage.

Enable this option when you do not want lineage to be automatically generated and prefer to create lineage manually or using an API.

By default, automatic lineage generation is enabled.

Enable or Disable Obfuscate Literals

You can hide literal values from queries ingested with query log ingestion and displayed on the Queries tab of a schema and table catalog objects.

On the General Settings tab enable or disable the Obfuscate literals toggle.

When enabled, literal values are substituted with placeholder values. Disable this option when you want literal values in queries to be visible to users.

By default, this option is disabled.

Configure Logging

To set the logging level for your Snowflake OCF data source logs, perform these steps:

Connector Version 2.2.9 and NewerConnector Versions Prior to 2.2.9

From Alation version 2023.3.2.1 and connector version 2.2.9

1. On the Settings page of your Snowflake OCF data source, go to General Settings > Connector logs.

2. Select a logging level for the connector logs and click Save.

   The available log levels are based on the Log4j framework.

You can view the connector logs in Admin Settings > Server Admin > Manage Connectors > Snowflake OCF connector.

Configure Add-On OCF Connector for dbt

The dbt connector can be used as an add-on with another OCF connector to extract and catalog descriptions and lineage from dbt models, sources, and columns in dbt Core or dbt Cloud. See Add-On OCF Connector for dbt on how to use this connector.