Snowflake
This document outlines the integration with the Snowflake connector, enabling streamlined metadata management through features such as crawling, profiling, querying, data preview, and lineage building (both automatic and manual). It also ensures secure authentication via Credential Manager.
Overview
Connector Details
Connector Category
Data Warehouse
Connector Version
Release6.3.4
Releases Supported (Available from)
Legacy Connector
Connectivity
[How the connection is established with Snowflake]
JDBC driver
Connector Features
Crawling
✅
Delta Crawling
❌
Profiling
✅
Query Sheet
✅
Data Preview
✅
Auto Lineage
✅
Manual Lineage
✅
Secure Authentication via Credential Manager
✅
Data Quality
✅
DAM (Data Access Management)
✅
Bridge
✅
Metadata Mapping
The following objects are crawled from Snowflake and mapped to the corresponding UI assets.
Table
Table Name
Table
Tables
Table
Table
Table Type
Table
Tables
Table
Table
Table Comments
Source Description
Descriptions
Table
Columns
Column Name
Column
Table Columns
Columns
Columns
Data Type
Column Type
Table Columns
Columns
Columns
Description
Source Description
Table Columns
Columns
Columns
Ordinal Position
Column Position
Table Columns
Columns
Columns
Length
Data Type Size
Table Columns
Columns
Views
View Name
View
Tables
View
Views
View_Definition /Definition
View Query
Views
View
Procedures
Nspname
Name
Procedures
Procedures
Procedures
Nspname
Source Description
Descriptions
Procedures
Procedures
Proscr
Procedure
Procedures
Procedures
Functions
Nspname
Name
Functions
Functions
Functions
Function_Definition
Function
Functions
Functions
Functions
Description
Source Description
Descriptions
Functions
Set up a Connection
Prerequisites
The following are the prerequisites to establish a connection:
Whitelisting Ports
Make sure that inbound port “443” is whitelisted to enable successful connectivity with the Snowflake database.
The default port number for the Snowflake data source is 443. If a different port is used, ensure that the updated port number is specified during connection setup, the port is whitelisted, and communication between the system and Snowflake data source is properly established.
Service Account User Permissions
It is recommended to use a separate service account to establish the connection to the data source, configured with the following minimum set of permissions.
Crawling
Databases
information_schema.schemata
USAGE
Crawling
Databases
SHOW DATABASES
USAGE
Crawling
Databases
SHOW DATABASES
USAGE
Crawling
Schemas
information_schema.schemata
USAGE
Crawling & Profiling
Tables
information_schema.tables
SELECT
Crawling & Profiling
Table Columns
information_schema.columns
SELECT
Crawling
Table Columns
SHOW PRIMARY KEYS
SELECT
Crawling, Profiling , & Lineage Building
Views
SHOW VIEWS IN SCHEMA
SELECT
Crawling, Profiling
Functions
SHOW USER FUNCTIONS IN SCHEMA
SELECT
Crawling, Profiling
Functions
DESC FUNCTION
SELECT
Crawling, Profiling , & Lineage Building
Stored Procedures
SHOW USER PROCEDURE IN SCHEMA
SELECT
Crawling, Profiling , & Lineage Building
Stored Procedures
DESC PROCEDURE
SELECT
Crawling
File Formats
SHOW FILE FORMATS IN DATABASE
SELECT
Crawling
Pipes
SHOW PIPES IN DATABASE
SELECT
Crawling
Tasks
SHOW TASKS IN DATABASE
SELECT
Crawling
Tasks
SHOW STREAMS IN DATABASE
SELECT
Crawling
Stages
SHOW STAGES IN SCHEMA
SELECT
Crawling
Stages
infromation_schema.STAGES
SELECT
Crawling
Column Relationships
SHOW IMPORTED KEYS
SELECT
Connection Configuration Steps
Users are required to have the Connector Creator role in order to configure a new connection.
Log into OvalEdge, go to Administration > Connectors, click + (New Connector), search for Snowflake, and complete the required parameters.
Connector Type
By default, "Snowflake" is displayed as the selected connector type.
Authentication
The following two types of authentication are supported for Snowflake:
Username & Password
Key Pair Authentication
Credential Manager*
Select the desired credentials manager from the drop-down list. Relevant parameters will be displayed based on the selection.
Supported Credential Managers:
OE Credential Manager
AWS Secrets Manager
HashiCorp
Azure Key Vault
License Add Ons
Auto Lineage
Supported
Data Quality
Supported
Data Access
Supported
Select the checkbox for Auto Lineage Add-On to build data lineage automatically.
Select the checkbox for Data Quality Add-On to identify data quality issues using data quality rules and anomaly detection.
Select the checkbox for Data Access Add-On to enable the data access functionality.
Connector Name*
Enter a unique name for the Snowflake connection
(Example: "Snowflake_Prod").
Connector Environment
Select the environment (Example: PROD, STG) configured for the connector.
Connector description
Enter a brief description of the connector.
Server*
Enter the Snowflake database server name or IP address (Example: xxxx-sxxxxxx.xxxx4ijtzasl.xx-south-1.rxs.xxxxx.com or 1xx.xxx.1.xx).
Port*
By default, the port number for the Snowflake, "433" is auto-populated. If required, the port number can be modified as per custom port number that is configured for the Snowflake.
Database
Enter the database name to which the service account user has access within the Snowflake.
Warehouse
Enter the Snowflake virtual warehouse to run queries and operations. Ensure the service account has the required usage permissions.
Role
Enter the Snowflake role assigned to the service account. This role governs access to metadata crawling, profiling, and lineage building.
Driver*
By default, the Snowflake driver details are auto-populated.
Source Code View
Provide the view in the format Database.Schema.View to enable source code access.
Username*
Enter the service account username set up to access the Snowflake database (Example: "oesauser").
Password*
Enter the password associated with the service account user.
Connection String
Configure the connection string for the Snowflake database:
Automatic Mode: The system generates a connection string based on the provided credentials.
Manual Mode: Enter a valid connection string manually.
Replace placeholders with actual database details.
{sid} refers to Database Name
Plugin Server
Enter the server name when running as a plugin server.
Plugin Port
Enter the port number on which the plugin is running.
Default Governance Roles
Default Governance Roles*
Select the appropriate users or teams for each governance role from the drop-down list. All users configured in the security settings are available for selection.
Admin Roles
Admin Roles*
Select one or more users from the dropdown list for Integration Admin and Security & Governance Admin. All users configured in the security settings are available for selection.
No of Archive Objects
No Of Archive Objects*
This shows the number of recent metadata changes to a dataset at the source. By default, it is off. To enable it, toggle the Archive button and specify the number of objects to archive.
Example: Setting it to 4 retrieves the last four changes, displayed in the 'Version' column of the 'Metadata Changes' module.
Bridge
Select Bridge*
If applicable, select the bridge from the drop-down list.
The drop-down list displays all active bridges that have been configured. These bridges facilitate communication between data sources and the system without requiring changes to firewall rules.
After entering all connection details, the following actions can be performed:
Click Validate to verify the connection.
Click Save to store the connection for future use.
Click Save & Configure to apply additional settings before saving.
The saved connection will appear on the Connectors home page.
Manage Connector Operations
Crawl/Profile
To perform crawl and profile operations, users must be assigned the Integration Admin role.
The Crawl/Profile button allows users to select one or more schemas for crawling and profiling.
Navigate to the Connectors page and click Crawl/Profile.
Select the schemas to be crawled.
The Crawl option is selected by default. To perform both operations, select the Crawl & Profile radio button.
Click Run to collect metadata from the connected source and load it into the Data Catalog.
After a successful crawl, the information appears in the Data Catalog > Databases tab.
The Schedule checkbox allows automated crawling and profiling at defined intervals, from a minute to a year.
Click the Schedule checkbox to enable the Select Period drop-down.
Select a time interval for the operation from the drop-down menu.
Click Schedule to initiate metadata collection from the connected source.
The system will automatically execute the selected operation (Crawl or Crawl & Profile) at the scheduled time.
Other Operations
The Connectors page provides a centralized view of all configured connectors, along with their health status.
Managing connectors includes:
Connectors Health: Displays the current status of each connector using a green icon for active connections and a red icon for inactive connections, helping to monitor the connectivity with data sources.
Viewing: Click the Eye icon next to the connector name to view connector details, including databases, tables, columns, and codes.
Nine Dots Menu Options:
To view, edit, validate, build lineage, configure, or delete connectors, click on the Nine Dots menu.
Edit Connector: Update and revalidate the data source.
Validate Connector: Check the connection's integrity.
Settings: Modify connector settings.
Crawler: Configure data extraction.
Profiler: Customize data profiling rules and methods.
Query Policies: Define query execution rules based on roles.
Access Instructions: Add notes on how data can be accessed.
Business Glossary Settings: Manage term associations at the connector level.
Anomaly Detection Settings: Configure anomaly detection preferences at the connector level.
Others: Configure notification recipients for metadata changes.
Build Lineage: Automatically build data lineage using source code parsing.
Delete Connector: Remove a connector with confirmation.
Copyright © 2025, OvalEdge LLC, Peachtree Corners GA USA
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