CloudLink Script Setup

Quick automated setup using our SQL script - the fastest way to get started

Get your CloudLink connection up and running in just 15 minutes with our automated SQL script. This is the recommended approach for most organizations.

Why Choose Script Setup?

Speed & Reliability

15-minute setup with automated configuration and built-in best practices

Optimized Performance

Pre-configured settings for warehouse sizing, scaling, and security

Reduced Errors

Automated configuration eliminates common manual setup mistakes

Future-Proof

Latest best practices included with regular script updates

Prerequisites

Before running the script, ensure you have:

1. Required Access

   Snowflake Admin

   ACCOUNTADMIN role access in Snowflake

   Required for creating users, roles, and warehouses

   Network Access

   IP Whitelist configured for Elementum access

   See IP addresses in CloudLink Overview

2. Data Requirements

   Table Preparation

   Unique identifiers on all tables to be integrated

   Each table must have a primary key or unique key column

   Access Policy

   Organization domain will be automatically whitelisted

   Format: [your-org].elementum.io

What the Script Does

The automated script performs these essential configuration steps:

Security Setup

1. Create Elementum Role

   Creates a dedicated ELEMENTUM role with minimal required permissions

2. Create Service User

   Sets up ELEMENTUM user account with secure authentication

3. Configure Permissions

   Grants only necessary permissions following principle of least privilege

Step-by-Step Setup

1. Download the Setup Script

   Get the latest script from Elementum:

   1. Navigate to Settings > Cloud Links in Elementum
   2. Click Add Connection
   3. Select “Snowflake”
   4. Click “Download Setup Script”
2. Prepare Your Password

   Set a strong password for the Elementum service account:

   Password Requirements

   # Must meet Snowflake password requirements:
   # - At least 8 characters
   # - Mix of uppercase, lowercase, numbers
   # - At least one special character
   # - Cannot contain username or common words
   
   # Example strong password format:
   ElementumData2024!SecurePass
   

   Important: Save this password securely - you’ll need it to configure the connection in Elementum.

3. Run the Core Script

   Execute the script in Snowflake:

   1. Open Snowflake web interface
   2. Switch to ACCOUNTADMIN role
   3. Open a new worksheet
   4. Paste the modified script
   5. Execute all statements

   Core Script Structure

   -- The script includes these main sections:
   
   -- 1. Variable Setup
   set USER_PASSWORD='YourSecurePassword123!';
   
   -- 2. Role Creation
   CREATE ROLE IF NOT EXISTS ELEMENTUM;
   GRANT ROLE ELEMENTUM TO ROLE SYSADMIN;
   
   -- 3. User Creation
   CREATE USER IF NOT EXISTS ELEMENTUM
   MUST_CHANGE_PASSWORD=false
   PASSWORD=$USER_PASSWORD;
   
   -- 4. Warehouse Creation
   CREATE WAREHOUSE IF NOT EXISTS ELEMENTUM
   WITH WAREHOUSE_SIZE='MEDIUM',
   MIN_CLUSTER_COUNT = 1,
   MAX_CLUSTER_COUNT = 10,
   AUTO_SUSPEND=60;
   
   -- 5. Database and Schema Setup
   CREATE DATABASE IF NOT EXISTS ELEMENTUM;
   CREATE SCHEMA IF NOT EXISTS ELEMENTUM_PLATFORM;
   CREATE SCHEMA IF NOT EXISTS PUBLIC;
   
   -- 6. Cortex AI Access
   GRANT DATABASE ROLE SNOWFLAKE.CORTEX_USER TO ROLE ELEMENTUM;
   

4. Configure Data Access

   Grant permissions for your specific tables:

   The script includes template commands that you need to customize for your data:

   Grant Table Access

   -- Uncomment and customize these lines for each table:
   USE ROLE SYSADMIN;
   USE DATABASE "YOUR_DATABASE_NAME";
   GRANT SELECT ON TABLE "YOUR_TABLE_NAME" TO ROLE ELEMENTUM;
   
   -- For tables that need write access:
   GRANT INSERT, UPDATE, DELETE, SELECT ON TABLE "YOUR_TABLE_NAME" TO ROLE ELEMENTUM;
   
   -- Example for a customer table:
   USE DATABASE "SALES_DB";
   GRANT SELECT ON TABLE "CUSTOMERS" TO ROLE ELEMENTUM;
   GRANT SELECT ON TABLE "ORDERS" TO ROLE ELEMENTUM;
   

   Read-Only Tables

   For reference data and reporting tables:

   -- Grant SELECT permission only
   GRANT SELECT ON TABLE database.schema.table_name TO ROLE ELEMENTUM;
   

5. Verify Configuration

   Test the setup before proceeding:

   Test User Login

   -- Test that the service account can log in
   -- (Run this in a new worksheet or session)
   USE ROLE ELEMENTUM;
   USE WAREHOUSE ELEMENTUM;
   USE DATABASE ELEMENTUM;
   
   -- Should execute without errors
   SELECT CURRENT_ROLE(), CURRENT_WAREHOUSE(), CURRENT_DATABASE();
   

Configuration Summary

After successful script execution, you’ll have these credentials for Elementum configuration:

Connection Details

Username: ELEMENTUM Password: [your chosen password] Role: ELEMENTUM Warehouse: ELEMENTUM Database: ELEMENTUM

Next Steps

Use these credentials in the Elementum Configuration Guide to complete your setup

Performance Optimization

The script creates an optimized warehouse configuration, but you may want to adjust based on your specific needs:

Warehouse Sizing

Default Configuration:

• Size: Medium
• Min Clusters: 1
• Max Clusters: 10
• Auto-Suspend: 60 seconds

When to Adjust:

• Increase size for large data volumes or complex queries
• Decrease size for development/testing environments
• Adjust cluster limits based on concurrency needs

Detailed Warehouse Optimization Guide →

Troubleshooting

Script Execution Errors

Common Issues and Solutions:

Permission Denied:

• Ensure you’re using ACCOUNTADMIN role
• Verify you have permission to create users and roles

User Already Exists:

• Check if ELEMENTUM user exists from previous setup
• Drop existing user if starting fresh: DROP USER IF EXISTS ELEMENTUM;

Warehouse Creation Failed:

• Verify your account has available compute resources
• Check if warehouse name conflicts with existing warehouses

Data Access Issues

After Script Completion:

Cannot Access Tables:

• Verify table names are correct (case-sensitive)
• Confirm permissions were granted correctly
• Check if tables exist in specified database/schema

Change Tracking Not Working:

• Verify change tracking is enabled on source tables
• Ensure table has been modified since enabling tracking
• Check for sufficient permissions on the table

Performance Problems

If Queries Are Slow:

Warehouse Issues:

• Consider increasing warehouse size for complex queries
• Check if warehouse is auto-suspended during queries
• Review concurrent usage patterns

Data Volume Issues:

• Implement proper table types for your workload
• Consider data partitioning for large tables
• Review query patterns and optimize as needed

Security Considerations

The script implements security best practices:

Principle of Least Privilege

Minimal Permissions: Only grants necessary access rights Role Isolation: Dedicated role prevents permission creep Audit Trail: All access logged and monitored

Secure Configuration

Strong Authentication: Password requirements enforced Network Security: IP whitelisting for access control Encrypted Connections: TLS encryption for all communication

Next Steps

With your Snowflake configuration complete, proceed to:

1. Configure Elementum Connection

   Complete the setup in Elementum using your new credentials

2. Optimize Performance

   Review table types and warehouse configuration for optimal performance

3. Implement Best Practices

   Follow our data best practices for long-term success

Elementum Configuration

Complete your CloudLink setup in the Elementum interface

Performance Optimization

Fine-tune your Snowflake warehouses for optimal performance

Getting Help

Technical Issues

Get help with setup problems and configuration issues

Best Practices

Learn advanced techniques for Elementum success

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This guide is updated regularly with the latest script features and best practices. Last updated: