Snowflake

In this section, we provide guides and references to use the Snowflake connector.

Configure and schedule Snowflake metadata and profiler workflows from the OpenMetadata UI:

• Requirements
• Metadata Ingestion
• Query Usage
• Data Profiler
• Data Quality
• Lineage
• dbt Integration

If you don't want to use the OpenMetadata Ingestion container to configure the workflows via the UI, then you can check the following docs to connect using Airflow SDK or with the CLI.

Requirements

To run the Ingestion via the UI you'll need to use the OpenMetadata Ingestion Container, which comes shipped with custom Airflow plugins to handle the workflow deployment.

To ingest basic metadata snowflake user must have the following priviledges:

• USAGE Privilege on Warehouse
• USAGE Privilege on Database
• USAGE Privilege on Schema
• SELECT Privilege on Tables

-- Create New Role
CREATE ROLE NEW_ROLE;

-- Create New User
CREATE USER NEW_USER DEFAULT_ROLE=NEW_ROLE PASSWORD='PASSWORD';

-- Grant role to user
GRANT ROLE NEW_ROLE TO USER NEW_USER;

-- Grant USAGE Privilege on Warehouse to New Role
GRANT USAGE ON WAREHOUSE WAREHOUSE_NAME TO ROLE NEW_ROLE;

-- Grant USAGE Privilege on Database to New Role
GRANT USAGE ON DATABASE TEST_DB TO ROLE NEW_ROLE;

-- Grant USAGE Privilege on required Schemas to New Role
GRANT USAGE ON SCHEMA TEST_SCHEMA TO ROLE NEW_ROLE;

-- Grant SELECT Privilege on required tables & views to New Role
GRANT SELECT ON ALL TABLES IN SCHEMA TEST_SCHEMA TO ROLE NEW_ROLE;
GRANT SELECT ON ALL VIEWS IN SCHEMA TEST_SCHEMA TO ROLE NEW_ROLE;

While running the usage workflow, Openmetadata fetches the query logs by querying snowflake.account_usage.query_history table. For this the snowflake user should be granted the ACCOUNTADMIN role or a role granted IMPORTED PRIVILEGES on the database SNOWFLAKE.

-- Grant IMPORTED PRIVILEGES on all Schemas of SNOWFLAKE DB to New Role
GRANT IMPORTED PRIVILEGES ON ALL SCHEMAS IN DATABASE SNOWFLAKE TO ROLE NEW_ROLE;

If ingesting tags, the user should also have permissions to query snowflake.account_usage.tag_references.For this the snowflake user should be granted the ACCOUNTADMIN role or a role granted IMPORTED PRIVILEGES on the database

-- Grant IMPORTED PRIVILEGES on all Schemas of SNOWFLAKE DB to New Role
GRANT IMPORTED PRIVILEGES ON ALL SCHEMAS IN DATABASE SNOWFLAKE TO ROLE NEW_ROLE;

You can find more information about the account_usage schema here.

Metadata Ingestion

1. Visit the Services Page

The first step is ingesting the metadata from your sources. Under Settings, you will find a Services link an external source system to OpenMetadata. Once a service is created, it can be used to configure metadata, usage, and profiler workflows.

To visit the Services page, select Services from the Settings menu.

Find Services under the Settings menu

2. Create a New Service

Click on the Add New Service button to start the Service creation.

Add a new Service from the Services page

3. Select the Service Type

Select Snowflake as the service type and click Next.

Select your service from the list

4. Name and Describe your Service

Provide a name and description for your service as illustrated below.

Service Name

OpenMetadata uniquely identifies services by their Service Name. Provide a name that distinguishes your deployment from other services, including the other {connector} services that you might be ingesting metadata from.

Provide a Name and description for your Service

5. Configure the Service Connection

In this step, we will configure the connection settings required for this connector. Please follow the instructions below to ensure that you've configured the connector to read from your snowflake service as desired.

Configure the service connection by filling the form

Once the credentials have been added, click on Test Connection and Save the changes.

Test the connection and save the Service

Connection Options

• Username: Specify the User to connect to Snowflake. It should have enough privileges to read all the metadata.
• Password: Password to connect to Snowflake.
• Account: Enter the details for the Snowflake Account.
• Role (Optional): Enter the details of the Snowflake Account Role. This is an optional detail.
• Warehouse: Warehouse name.
• Database (Optional): The database of the data source is an optional parameter, if you would like to restrict the metadata reading to a single database. If left blank, OpenMetadata ingestion attempts to scan all the databases.
• Private Key (Optional): Connection to Snowflake instance via Private Key instead of a Password.
  • The multi-line key needs to be converted to one line with \n for line endings i.e. -----BEGIN ENCRYPTED PRIVATE KEY-----\nMII...\n...\n-----END ENCRYPTED PRIVATE KEY-----
• Snowflake Passphrase Key (Optional): Snowflake Passphrase Key used with an encrypted Private Key.
• Connection Options (Optional): Enter the details for any additional connection options that can be sent to Snowflake during the connection. These details must be added as Key-Value pairs.
• Connection Arguments (Optional): Enter the details for any additional connection arguments such as security or protocol configs that can be sent to Snowflake during the connection. These details must be added as Key-Value pairs.
  • In case you are using Single-Sign-On (SSO) for authentication, add the authenticator details in the Connection Arguments as a Key-Value pair as follows: "authenticator" : "sso_login_url"
  • In case you authenticate with SSO using an external browser popup, then add the authenticator details in the Connection Arguments as a Key-Value pair as follows: "authenticator" : "externalbrowser"

6. Configure Metadata Ingestion

In this step we will configure the metadata ingestion pipeline, Please follow the instructions below

Configure Metadata Ingestion Page

Metadata Ingestion Options

• Name: This field refers to the name of ingestion pipeline, you can customize the name or use the generated name.
• Database Filter Pattern (Optional): Use to database filter patterns to control whether or not to include database as part of metadata ingestion.
  • Include: Explicitly include databases by adding a list of comma-separated regular expressions to the Include field. OpenMetadata will include all databases with names matching one or more of the supplied regular expressions. All other databases will be excluded.
  • Exclude: Explicitly exclude databases by adding a list of comma-separated regular expressions to the Exclude field. OpenMetadata will exclude all databases with names matching one or more of the supplied regular expressions. All other databases will be included.
• Schema Filter Pattern (Optional): Use to schema filter patterns to control whether or not to include schemas as part of metadata ingestion.
  • Include: Explicitly include schemas by adding a list of comma-separated regular expressions to the Include field. OpenMetadata will include all schemas with names matching one or more of the supplied regular expressions. All other schemas will be excluded.
  • Exclude: Explicitly exclude schemas by adding a list of comma-separated regular expressions to the Exclude field. OpenMetadata will exclude all schemas with names matching one or more of the supplied regular expressions. All other schemas will be included.
• Table Filter Pattern (Optional): Use to table filter patterns to control whether or not to include tables as part of metadata ingestion.
  • Include: Explicitly include tables by adding a list of comma-separated regular expressions to the Include field. OpenMetadata will include all tables with names matching one or more of the supplied regular expressions. All other tables will be excluded.
  • Exclude: Explicitly exclude tables by adding a list of comma-separated regular expressions to the Exclude field. OpenMetadata will exclude all tables with names matching one or more of the supplied regular expressions. All other tables will be included.
• Include views (toggle): Set the Include views toggle to control whether or not to include views as part of metadata ingestion.
• Include tags (toggle): Set the Include tags toggle to control whether or not to include tags as part of metadata ingestion.
• Enable Debug Log (toggle): Set the Enable Debug Log toggle to set the default log level to debug, these logs can be viewed later in Airflow.
• Mark Deleted Tables (toggle): Set the Mark Deleted Tables toggle to flag tables as soft-deleted if they are not present anymore in the source system.
• Mark Deleted Tables from Filter Only (toggle): Set the Mark Deleted Tables from Filter Only toggle to flag tables as soft-deleted if they are not present anymore within the filtered schema or database only. This flag is useful when you have more than one ingestion pipelines. For example if you have a schema
• Auto Tag PII(toggle): Auto PII tagging checks for column name to mark PII Sensitive/NonSensitive tag

7. Schedule the Ingestion and Deploy

Scheduling can be set up at an hourly, daily, or weekly cadence. The timezone is in UTC. Select a Start Date to schedule for ingestion. It is optional to add an End Date.

Review your configuration settings. If they match what you intended, click Deploy to create the service and schedule metadata ingestion.

If something doesn't look right, click the Back button to return to the appropriate step and change the settings as needed.

Schedule the Ingestion Pipeline and Deploy

After configuring the workflow, you can click on Deploy to create the pipeline.

8. View the Ingestion Pipeline

Once the workflow has been successfully deployed, you can view the Ingestion Pipeline running from the Service Page.

View the Ingestion Pipeline from the Service Page

9. Workflow Deployment Error

If there were any errors during the workflow deployment process, the Ingestion Pipeline Entity will still be created, but no workflow will be present in the Ingestion container.

You can then edit the Ingestion Pipeline and Deploy it again.

Edit and Deploy the Ingestion Pipeline

From the Connection tab, you can also Edit the Service if needed.

Query Usage

Data Profiler

Data Quality

Lineage

dbt Integration