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Environments

An environment defines the connection between a project and your chosen cloud data warehouse. Environments include useful defaults such as a default warehouse, database, and schema, that can be used to pre-populate component configurations in the Designer.

Not added a project yet? Read Add project.


Add an environment

  1. From the Your projects menu, select your project.
  2. Navigate to the Environments tab.
  3. Click Add new environment.
Parameter Description
Environment name A unique name for the environment. Max 255 characters.
Agent A working agent. This is only required if you are using a Hybrid SaaS solution. To learn how to create an agent, read Create an agent.
Default environment access Use the drop-down menu to select the default access for all new and existing users added to the project. For more information, read Environment access.

Click Continue.


Specify cloud data warehouse credentials

Use the reference tables below to set up your environment connection to your cloud data platform. If you're using a Full SaaS deployment, credentials such as passwords and private keys are stored directly as strings. However, if you're using a Hybrid SaaS deployment with your own AWS or Azure agent, credentials such as passwords and private keys are only retrieved via references to secrets created in either AWS Secrets Manager or Azure Key Vault.

Snowflake

Password

Refer to this table if you're using your Snowflake password to authenticate to Snowflake.

Parameter Description
Account Enter your Snowflake account name and region (part of the URL you use to log in to Snowflake). Uses the format [accountName].[region_id].
Credentials type Select Username and password.
Username Your Snowflake username.
Password Your Snowflake password. This field is only available if using a Full SaaS deployment; otherwise, you will specify your password as a secret.
Vault name For Hybrid SaaS on Azure deployment models only. Select the Azure Key Vault vault that this project will use to store secrets. Select [Default] to use the default key vault specified in the agent environment variables.
Secret name A named entry created in AWS Secrets Manager or Azure Key Vault for holding your Snowflake password. Field only available if using a Hybrid SaaS deployment model.
Secret key A named secret key tied to your secret name. Field only available if using a Hybrid SaaS on AWS deployment model.

Key-pair

Refer to this table if you're using Snowflake key-pair authentication.

Parameter Description
Account Enter your Snowflake account name and region (part of the URL you use to log in to Snowflake). Uses the format [accountName].[region_id].
Credentials type Select Key pair.
Username Your Snowflake username.
Private key Your Snowflake private key. To generate a key, read the Snowflake documentation for Generate the private key. The full content of the generated Snowflake private key file must be copied into this field, including the header and footer lines. Field only available if Credentials type is Key pair and when using a Full SaaS deployment model.
Passphrase An optional passphrase to use with your private key. Field only available if Credentials type is Key pair and when using a Full SaaS deployment model.
Vault name For Hybrid SaaS on Azure deployment models only. Select the Azure Key Vault vault that this project will use to store secrets. Select [Default] to use the default key vault specified in the agent environment variables.
Private key secret name A named entry created in AWS Secrets Manager or Azure Key Vault denoting the secret that holds your Snowflake private key. Read Using snowflake key-pair authentication to learn how to store the key as a secret. Field only available if using a Hybrid SaaS deployment model.
Passphrase secret name (optional) A named entry created in AWS Secrets Manager or Azure Key Vault denoting the secret that holds your Snowflake keypair passphrase. Field only available if using a Hybrid SaaS deployment model.
Passphrase secret key (optional) The secret key tied to your passphrase secret name. Field only available if using a Hybrid SaaS deployment model.

Databricks

Parameter Description
Instance name Your Databricks instance name. Read the Databricks documentation to learn how to determine your instance name.
Personal Access Token Your Databricks personal access token. Read the Databricks documentation to learn how to create a personal access token.
Vault name For Hybrid SaaS on Azure deployment models only. Select the Azure Key Vault vault that this project will use to store secrets. Select [Default] to use the default key vault specified in the agent environment variables.
Secret name A named entry created in AWS Secrets Manager or Azure Key Vault.
Secret key For Hybrid SaaS on AWS deployment model only. A named secret key tied to your secret name.

Amazon Redshift

Parameter Description
Endpoint The physical address of the leader node. This will be either a name or an IP address.
Port This is usually 5439 or 5432, but it can be configured differently when setting up your Amazon Redshift cluster.
Use SSL Select this to encrypt communications between Data Productivity Cloud and Amazon Redshift. Some Amazon Redshift clusters may be configured to require this.
Username The username for the environment connection.
Password For Full SaaS deployment model only. Your Redshift password.
Vault name For Hybrid SaaS on Azure deployment models only. Select the Azure Key Vault vault that this project will use to store secrets. Select [Default] to use the default key vault specified in the agent environment variables.
Secret name For Hybrid SaaS deployment model only. A named entry created in AWS Secrets Manager or Azure Key Vault.
Secret key For Hybrid SaaS on AWS deployment model only. A named secret key tied to your secret name.

Click Continue.


Select data warehouse defaults

Snowflake

Parameter Description
Default role The default Snowflake role for this environment connection. Read Overview of Access Control to learn more.
Default warehouse The default Snowflake warehouse for this environment connection. Read Overview of Warehouses to learn more.
Default database The default Snowflake database for this environment connection. Read Database, Schema, and Share DDL to learn more.
Default schema The default Snowflake schema for this environment connection. Read Database, Schema, and Share DDL to learn more.

Databricks

Parameter Description
Endpoint/Cluster The Databricks cluster that Data Productivity Cloud will connect to.
Catalog Choose a Databricks Unity Catalog to connect to.
Schema Choose a Databricks schema to connect to.

Amazon Redshift

Parameter Description
Default database The database you created when setting up your Amazon Redshift cluster. You may run with multiple database names—in which case, choose the one you want to use for this environment.
Default schema This is public by default, but if you have configured multiple schemas within your Amazon Redshift database, you should specify the schema you want to use.

Click Finish.

Your new environment is listed in the Environment menu.

To edit an environment, click ... for that environment and click Edit environment.

Note

You can sort the Environment menu by name, default agent, or cloud data warehouse account name.


Associate cloud provider credentials with an environment

Each environment in your project must have at least one set of cloud credentials associated with it. This will allow you to access account resources on different platforms other than that hosting your project. For example, if your project is on AWS and you want to access resources in Azure, you need to associate your Azure cloud credentials with the environment.

You can associate credentials from multiple providers, but only one set of credentials for each cloud provider. For example, you can associate both AWS and Azure credentials, but not two different AWS credentials.

You can associate credentials with an environment when you first Create cloud provider credentials, or you can associate them later as follows:

  1. In your project, click the Environments tab.
  2. Click the more button ... on the corresponding row of the environment you want to associate, and select Associate Credentials.
  3. Select the credentials from the drop-down lists. You can associate one set of credentials for each cloud provider.
  4. Click Associate.