After setting up the Snowflake side, configure the connection in Elementum. This is a four-step process.

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Step 1: Setup Snowflake Credentials

  1. Navigate to Settings > Cloud Links
  2. Click Add Connection
  3. Fill in the connection details:
    • Name: Give your connection a descriptive name
    • Username: The Elementum service account username
    • Password: The password you set for the service account
    • URL: Your Snowflake account URL (e.g., your-org.snowflakecomputing.com)
    • Role: The role created for Elementum access
    • Warehouse: The warehouse created for Elementum operations

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Step 2: Select Connection Details

  1. Choose the database you want to connect to
  2. Select the schema containing your data
  3. Pick the tables you want to sync with Elementum

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Step 3: Add Data Naming

  1. Configure how the data will be labeled in Elementum
  2. Set up any necessary data transformations
  3. Configure the resource scheduler:
    • Default interval is 20 minutes
    • Adjust based on your data update frequency
    • Consider credit consumption for shorter intervals

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Step 4: Complete Field Mapping

  1. Map Snowflake columns to corresponding Elementum fields
  2. Configure any necessary data transformations
  3. Set up field-level security if required
The connection will be tested automatically during setup. Once complete, data will begin syncing based on your configured schedule.

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Troubleshooting

Common issues and solutions:
  • Connection Failed: Verify IP whitelist and credentials
  • Missing Tables: Check role permissions
  • Performance Issues: Review warehouse sizing
  • Sync Errors: Validate table structure and permissions

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Security Best Practices

  • Regularly rotate service account password
  • Use IP whitelisting when possible
  • Monitor access patterns through Snowflake’s access history
  • Implement column-level security if needed
  • Regularly audit granted permissions