Connection

A connection manages access to a data warehouse. It uses the credentials you register to run SQL and fetch table information. You can create and edit connections from global nav > Workspace settings > Data management > Connections. To check synced tables, use the catalog.

Key features

• Running SQL: Notebooks, reports, and saved queries can all run SQL using the registered credentials.
• Aggregating metadata: Table metadata sync syncs table schemas and other metadata to the catalog.
• Permissions: Access level and resource roles control who can run SQL and retrieve results. For resource role details, see Connection permissions.
• Supported warehouses: BigQuery / Snowflake / Redshift / Databricks.
  • Codatum is adding support for more warehouses over time. To request a connection to a warehouse not listed above, contact Codatum support.
• Demo connection: A sample connection you can use to try the product before setting up your own warehouse.
• Job label: Metadata that identifies where SQL was issued from (added automatically).

Creating and managing connections

1. Open global nav > Workspace settings > Data management > Connections.
2. Select a warehouse from New connection.
3. Enter Connection name, Access level, and the connection settings for the warehouse.
4. Run Test connect to verify connectivity, then select Save.

The list is split into the following sections.

• Available connections: Connections you can use.
• Restricted Connections: Connections you don't have access to. If you can edit permissions, select Edit permissions to grant access.

The maximum number of connections depends on your contract (Limits).

Detail screen

The detail screen lets you check and operate the following.

• View on catalog: Opens the catalog filtered to this connection.
• General: Edit the name and connection options (not available for the demo connection).
• Access level and permissions: Check and edit the access level and resource roles.
• Query jobs: The query job history for this connection (View history / Last run). This is a separate entry point from the Query jobs tab on the table/query detail in the catalog.
• Table sync settings: Last sync job, Sync targets, Resync Immediately, and Sync history. See Table metadata sync for details.
• Danger zone: Delete connection (also deletes related catalog data and saved queries).

Demo connection

The demo connection is a sample connection you can use to try out Codatum's features.

• You can experience Codatum's features before setting up your own warehouse.
• It includes typical business data (sales, customers, products, and so on).
• You can immediately run SQL against the demo connection when creating a notebook or report.

Item	Value
Connection name	Demo Connection
Type	BigQuery
Access level	Workspace
Editing	You can't edit the general settings or sync targets
Deletion	You can delete it like any other connection

The sync targets are fixed (a sample dataset provided by Codatum and some public BigQuery datasets). You can't change the sync targets manually.

Access level

You select the access level when you create a connection. The default is Workspace. Protected and Private might not be available, depending on your contract. For the meaning of each access level and the operations allowed for each resource role, see Connection permissions. A connection can have up to 3 connection owners (Limits).