Register a data source for Data Notebook

The first step in using Data Notebook is to register a data source, which means creating a link between your Edge data source and Data Notebook. Data Notebook reuses Edge connections.

When registering a data source, you are prompted to choose how you want users to connect to the data source when they run queries, and where you want the query results for the data source to be stored.

Important After you register a data source, you can't edit it.

Before you begin

  • You have a global role that has the following global permissions:
    • Product Rights > Data Notebook
    • Data Notebook > Manage Data Sources
  • If you want the query results to be stored in your organization's database, set up a database.

Steps

  1. Open the Data Sources page.
  2. Click Register data source.
    The Register a data source dialog box appears.
  3. Enter the required information.
    FieldDescription
    Edge siteContains a list of healthy Edge sites.
    Data source connection

    Contains a list of supported connections associated with the Edge site you selected.

    Tip If you are registering the BigQuery data source, go directly to Step 6. Because BigQuery supports only the service account authentication method, you aren't prompted to perform Steps 4 and 5.
  4. Click Continue.
    The Choose the Authentication Method dialog box appears.
  5. Select one of the following authentication options.
    OptionDescription
    Service account

    Users don't need to enter any credentials to connect to the data source when running queries. Data Notebook will use the service account from the Edge data source connection.

    Personal credentials

    Users need to enter their own credentials to connect to the data source when running queries. The user running the queries will inherit the permissions from the data source.

    When you select this option, the Credentials expiration field appears. By default, personal credentials expire after 1 month. You can, however, change the duration.

    Snowflake OAuth

    Tip This option is shown only if you are registering the Snowflake data source.

    Users will be redirected to Snowflake for authentication when running queries. The user running the queries will inherit the permissions from the data source.

  6. If you are registering the Snowflake data source:
  7. Click Continue.
    The Choose your data storage option dialog box appears.
  8. Select one of the following storage options.
    OptionDescription
    Store in Collibra CloudStores the query results in Collibra Data Intelligence Platform.
    Store in your own databaseStores the query results in your organization's database. For more information, go to Set up a database for storing query results.
    Do not store results

    Does not store the query results. The results are shown in the user's web browser until their browser is refreshed. They need to run the query each time they want to view the results. Even the asset created when publishing the notebook does not show the query results.

  9. Click Continue.
    A message stating that the data source is registered appears.
Tip 
  • The registration fails if the credentials provided in the Edge data source connection are incorrect or if the data source is unavailable. If it fails multiple times, contact Collibra.
  • To remove the link between your Edge data source and Data Notebook, click next to the data source, and then select Remove data source. Users will then no longer be able to run queries against the data source.

What's next?

Create a notebook.