License Patrol Setup

If you’re using License Patrol, additional setup is required:
  1. Install the Native App:
    • Go to Snowflake Marketplace
    • Search for “License Patrol”
    • Click “Get” to install the app
    • Using the Account Admin role, select “Manage Access” in top right
    • Add the Elementum role (ELEMENTUM) to the app
  2. Grant Required Permissions:
    USE ROLE ACCOUNTADMIN;
    
    -- Grant database access
    GRANT USAGE ON DATABASE {database} TO APPLICATION LICENSE_PATROL;
    
    -- Grant schema access
    GRANT USAGE ON SCHEMA {database}.{schema} TO APPLICATION LICENSE_PATROL;
    
    -- Grant table access for required tables
    GRANT SELECT ON TABLE {database}.{schema}.APPLICATION_LOGINS TO APPLICATION LICENSE_PATROL;
    GRANT SELECT ON TABLE {database}.{schema}.EMPLOYEE_DATA TO APPLICATION LICENSE_PATROL;
    GRANT SELECT ON TABLE {database}.{schema}.SOFTWARE_CONTRACTS TO APPLICATION LICENSE_PATROL;
    
    -- Grant access to app data
    GRANT SELECT ON TABLE LICENSEPATROL.APP_DATA.REVOCATION_EXCLUDE TO ELEMENTUM;
    
Replace {database} and {schema} with your actual database and schema names. For additional support, contact Elementum Support or your account representative.

Configuring in Elementum

After setting up the Snowflake side, you’ll need to configure the connection in Elementum. This is a four-step process:

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

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

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

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.