Connecting to your Snowflake data warehouse
Roles and permissions
The following roles can configure the Snowflake data warehouse:
Administrators
To begin using Self-service reporting set up a Snowflake service account and password for your organization. This setup process is done from within Hyperproof. The setup process creates your data warehouse on Hyperproof's Snowflake server and begins collecting Hyperproof data.
Once the initial setup is complete, you can add more users to your data warehouse as needed, delete users, or reset passwords.
Note
Enabling Multi-factor Authentication (MFA) for Snowflake is recommended as an additional security measure. If you enable MFA, Snowflake requires Cisco Duo. See Multi-factor authentication (MFA) in the Snowflake documentation for more information.
Caution
The data warehouse contains all data from Hyperproof. You may need to filter the data to limit visibility for certain audiences.
From the left menu, select Settings.
From the Settings menu, select Self-service reporting.
Click the New button to add a service account and password for your data warehouse.
In the Username field, enter the new user name for the data warehouse.
Note
Snowflake user names must be unique across all Hyperproof organizations. For example, if you have a sandbox Hyperproof organization and a production Hyperproof organization you can't use the same user name for both Snowflake data warehouse connections.
You will see a warning message that the username or password is already in use if you enter a username that is already in use in any Hyperproof organization.
In the Password field, create a password for the data warehouse.
Passwords must be at least 8 characters and contain at least 3 of the following 4 types of characters:
lowercase letters (a-z)
uppercase letters (A-Z)
numbers (0-9)
special characters, such as !@#$%^&*
Click Create.
The Create Snowflake account window indicates that your data warehouse is being created. The connection information displays in the window. Use this information to connect to your data warehouse.
Copy the connection information and click Done.
Once the data warehouse has been created and populated with data from your Hyperproof organization, you can access the data using Snowsight or another Snowflake supported BI application. For more information see, Using Snowsight.