Configuring Cloud Link in Elementum

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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

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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

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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

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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

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Troubleshooting

• Connection Failed: Verify IP whitelist and credentials
• Missing Tables: Check role permissions
• Performance Issues: Review warehouse sizing
• Sync Errors: Validate table structure and permissions

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Security Best Practices

• Regularly rotate service account password
• Use IP whitelisting when possible
• Monitor access patterns through Snowflake’s access history
• Implement column-level security if needed
• Regularly audit granted permissions