Overview
Tx Environments enable project teams to establish a direct connection to live Snowflake databases, facilitating the creation, configuration, and management of various environments crucial for transformational modeling deployment.
Each team member can perform CRUD (Create, Read, Update, Delete) operations on these environments, promoting flexibility and collaboration throughout the development process through Deployments.
Environments hold a copy of a Deployment and are used to execute operations from a static version.
This guide outlines the essential steps for managing Tx environments.
Accessing Tx Environments
To access the Tx Environments:
Navigate to the Sidebar menu.
Click on the Environments icon to open the list of environments
If no environments are created, an empty screen will prompt to create a new environment.
Creating a New Environment
To create a new environment:
Click the Add new environment button.
Enter the required information in the Information tab, including:
Name. Ensure the name is unique, as the system validates names in real-time.
Prod (Optional). Toggle the Prod environment switch if this environment is for production. The Production environment will have a special mark in the list of environments. Only one environment can be defined as Production.
After completing the information, click Connect to DW to define connection details.
Connecting to Data Warehouse
In the Connect to DW tab:
Fill in the following fields:
Server: Hostname for the database.
Username and Password: Credentials for accessing the database.
Role: Optional field.
Warehouse: Required field for Snowflake connections.
Once the details are validated, click Go to Locations to configure the data locations.
Managing Locations
In the Locations tab:
- Each location is represented by its Name, Database, and Schema.
- Users can re-map the database and schema for each location.
- Note: Users cannot change or delete the default location name here.
Once the location has been remapped click Go to Parameters to define the parameters.
Managing Parameters
In the Parameters tab:
- If there are parameters defined at project level will be copied into this screen.
- Users can re-map the parameters of the project for every environment for different use cases.
- Note: Refer to the "See also" section below for more information about Parameters.
Updating and Deleting Environments
- To update an existing environment, select the environment from the list, and the fields in the Information and Connect to DW tabs will be pre-filled.
- To delete an environment, click the Delete environment link. This action will delete the environment and cannot be undone.
Conclusion
Managing environments in transformational modeling ensures that teams can easily set up and configure environments based on the needs of the project, allowing for seamless transitions between development, testing, and production stages.
See also: