Infoworks AI
Infoworks AI Product Documentation

Add a Data Warehouse Connection

Access the platform and locate the "Data Warehouses" section on the navigation bar.

Add Connection

Click on "Add Connection" to start the configuration process.

Data Warehouse Details

Enter the necessary connection details:

FieldDescription
Data Warehouse Configuration NameEnter a unique name for the data warehouse configuration to ensure easy identification.
TypeSelect the type of data warehouse from the dropdown menu, such as 'Snowflake.' Additional types will be supported in the future releases.
Account IdentifierProvide the account identifier for the data warehouse. This unique reference is provided by the service, such as a Snowflake account ID.
Authentication Type

We support two types of authentication:

  • Option 1: Password: enter a valid username and password
  • Option 2: OAuth: enter a valid Client ID, Client Secret, and Refresh Token
Source Database & SchemaEnter the name of the source database and schema within the data warehouse from which the schema information will be retrieved.
RoleSpecify the role to be used for accessing the data warehouse. Roles determine permissions and access controls.
WarehouseSpecify the warehouse name within the data warehouse service that will be used.
Target Database & SchemaSpecify the target database and schema within the data warehouse where data will be loaded or written when using the Import Data feature.
Automatically Profile the dataThis checkbox enables automatic profiling of the tables within the warehouse when crawling its metadata using Fetch Schema (see below). This profiling information will be accessible in the AI Workspace of your projects.

Test Connection

The 'Test Connection' feature allows verification of the entered details to ensure the platform can communicate with the data warehouse. Clicking this button will automatically save all the details provided.

Fetch Schema

After completing all the required fields, click 'Fetch Schema' to retrieve the schema from the data warehouse. This action will automatically save all the entered details, validate the connection information, and fetch the schema data.

Knowledge Graph

This is an optional but recommended step. After successfully testing the connection, click the 'Upload' button to navigate to the Knowledge Graph dashboard, where Knowledge Graph files can be uploaded and associated with specific data warehouses.