Connecting to Snowflake database

Importing Metadata in Dataedo Portal

Entry point

To start the Metadata Import flow, make sure you have the Connection Manager role.
Then navigate to:

Connections → Add new connection → Snowflake

This will open the import wizard described in the following steps.

Step 1. Host details

Provide the host.
You will also be asked to name the Connection.

info

A Connection in Dataedo represents a saved configuration for accessing a data source.
It can be reused for future imports and scheduling.

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Step 2. Credentials

Choose credentials from the list of existing ones available for the selected connector, or add new credentials.

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Step 3. Connection info

You will be asked to select two parameters:

• Role – defines which permissions will be applied during the import.
• Warehouse – specifies the compute resources used for executing queries.

Make sure to choose the appropriate role and warehouse to ensure all required databases are accessible.

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Step 4. Databases

• The Portal will display all databases accessible with the provided credentials.
• You can select multiple databases at once and use the search box to narrow down results.
• Each selected database should be given a Title, which will be visible in Dataedo.
• At this step, the Portal also retrieves the number of assets in each source.

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Step 5. Objects to import

For each selected database, you can refine which objects to import:

• Select schemas and object types (tables, views, procedures, etc.).

• Use Advanced filters to include or exclude objects with:
  • schema patterns
  • name patterns

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Step 6. Schedule

Configure scheduling options for each source individually:

• Define tasks you want to schedule (Metadata Import, Data Quality run, Refresh Profiling).
• Run daily, on selected weekdays, or on specific days of the month.
• Choose an exact time of execution.
• Task state:
  • Active – the task will run as scheduled.
  • Draft – the task is saved but not executed until switched to Active.
• Run immediately – when checked, the task will also be executed right after clicking Create connection.

useful tip

Only one source in a metadata import can have Run immediately selected.

caution

You must configure at least one import task in the schedule section.
If you skip this, an empty database will be created and no metadata will be imported.

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Importing Metadata in Dataedo Desktop

Metadata import is also possible using Dataedo Desktop.
In this mode, you can only import one source at a time.

Connecting to Snowflake

To connect to Snowflake, create new documentation by clicking Add documentation and choosing Database connection.

On the connection screen, choose Snowflake as DBMS.

Provide database connection details:

• Host - provide a host name or address where the database is located. E.g., server17, server17.ourdomain.com, or 192.168.0.37.
• Port - change the default port of the Amazon Redshift instance if required.
• User and Password - provide your username and password.
• Database - type in the schema name.

Here is a comparison with connection details in DBeaver.

Connecting using SSO

Read Setup SSO to learn how to configure Okta for use with Snowflake.

Read Configuring Snowflake to learn how to configure Snowflake to use federated authentication.

Connecting using JWT (Private Key) - Key Pair Authentication

Read Key Pair Authentication article. In Dataedo, provide the generated private key file.

Saving password

You can save the password for later connections by checking the Save password option. Passwords are saved in the repository database.

Importing schema

When the connection is successful, Dataedo will read objects and show a list of objects found. You can choose which objects to import. You can also use the advanced filter to narrow down the list of objects.

Confirm the list of objects to import by clicking Next.

The next screen will allow you to change the default name of the documentation under which your schema will be visible in the Dataedo repository.

Click Import to start the import.

When done, close the import window with the Finish button.

Your database schema has been imported into new documentation in the repository.