How to Create/Edit Connection Template

Navigate to the Connection Template page

To create a new connection template click the Create Connection Template in the navigation menu.

Each Connection Template consist of the following fields:

• Name This is the name users will see when selecting the base connection template when entering credentials for themselves or service accounts.

• Enabled for users This flag indicates whether this template will be available for users or only for service accounts. To simplify the end-user experience, it is best to show them only the primary template they should use when entering their credentials. If enabled, a new field will appear:

  • User field configuration Defines how the DB connection Username field will be treated. It can be provided by the end-user or inferred using two strategies: from his/her email, or based on templates. The difference in these approaches will be noticed when the final user creates their respective connections in Settings -> Database connections

    • Provided by user With this strategy, the user will have free access to write the desired username when creating a connection

      

    Tip

    We suggest not using the user-provided username if snowflake public key is automatically added to Snowflake by datacoves like: _alter user \<some_user\> set rsa_public_kay = '\<some_key\>';

    • Inferred from user's email Defines the username field as read-only, pre-populating it with the user's email username (what comes before @domain.com)
    • Inferred from user info using a custom template With this last approach, you can choose a template from which the username will be generated. If selected a new field will appear to select one of those. By default we support Connection username for admins template. With this template, the username will see admin_{{username}} when creating a DB connection. Contact us to create a custom template for your account if you have different requirements.

• Project This defines the Datacoves project that should be associated with this connection template

• Type Defines the data warehouse provider so that users are presented the appropriate fields when entering their credentials.
• Provider connection details Based on the Provider Type selected, available default parameters will be displayed.

For Snowflake, the available fields are:

• Account : To locate this, visit your snowflake account > Click on the menu in the bottom left corner > Select the account > select the Copy account identifier .

Attention

You must replace the . with a - eg) my.account > my-account or you will get an error.

• Warehouse - The default Snowflake warehouse
• Database - The default Snowflake database
• Role - The default Snowflake role

For Redshift, the available fields are:

• Host
• Database