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Create a Connection

Complete the following steps to create a connection using the Okera UI. This will only create the connection. For information on crawling and registering datasets found for a connection, see Crawl Data and Register Datasets.

  1. Log into the Okera UI as a user with permissions to create connections. See Who Can Manage Connections.

  2. Select Connections in the side menu to access the Connections page.

  3. Select on the Connections page in the UI.

    Create connection

  4. Specify a connection a name and select your Connection Type.

    Selection connection type

    Note: If you are using a SaaS tenant, only the data source types supported for your tenant are shown.

  5. Specify the relevant connection properties for your data source. For examples of the specific properties for each data source please click on the docs link for your specific data source. The example below is the dialog that appears for a Snowflake data source.

    Snowflake connection example

  6. Provide secure credentials. See Provide Secure Credentials.

  7. Optionally, provide advanced properties for the connection in the Advanced properties box.

  8. Test your connection to verify the properties are correct. Select .

    Test connection

  9. If the connection test is successful, select to finish creating your connection.

    Connection Success Modal

  10. After you've created a connection, crawl the connection for the datasets it contains and register the datasets inside the Okera catalog. See Crawl Data and Register Datasets.