Databricks

Create a SQL warehouse

Create a new SQL warehouse for data writing.

1. Log in to the Databricks account.

2. In the navigation pane, click SQL Warehouses.

3. In the SQL Warehouses console, click Create SQL Warehouse.

4. In the New SQL Warehouse menu, choose a Name and configure the options for the new SQL warehouse. Under “Advanced options” ensure “Unity Catalog” is in the On position and click Create.

   

Configure access

Option A: OAuth Secret (Recommended for most users)

1. In your Databricks workspace, click your username or icon in the top right, click Settings, Identity and access, and next to the Service Principals options, click Manage.
2. Click the Add service principal button, click Add new in the modal, enter a display name and click Add.
3. Click on the newly created Service Principal, and under the Secrets tab, click Generate secret.
4. Enter a lifetime for the secret (e.g., 90 days, 180 days, or 365 days), click Generate and make a note of the Secret value and Client ID.
5. Navigate back to the SQL Warehouses section of your Workspace, click the SQL Warehouses tab, and select the SQL Warehouse you created in Step 1. Click Permissions in the top right, search for and select the Service Principal you created, select the Can use permission, and click Add.
6. In the Databricks UI, select the Catalog tab, and select the target Catalog. Within the catalog Permissions tab, click Grant. In the following modal, select the Service principal for which you generated the OAuth token, select USE CATALOG, and click Grant.
7. Under the target Catalog, select the target schema (e.g., main.default, or create a new target schema). Within the schema Permissions tab, click Grant. In the following modal, select the principal for which you generated the access token, and select either ALL PRIVILEGES or the following 9 privileges and then click Grant:
   • USE SCHEMA
   • APPLY TAG
   • MODIFY
   • READ VOLUME
   • SELECT
   • WRITE VOLUME
   • CREATE MATERIALIZED VIEW
   • CREATE TABLE
   • CREATE VOLUME

Option B: Personal Access Token (PAT)

Collect connection information and create an access token for the data transfer service.

1. In the SQL Warehouses console, select the SQL warehouse you created in Step 1.

2. Click the Connection Details tab, and make a note of the Server host name, Port, and HTTP path.

   

3. Click the link to Create a personal access token.

   

4. Click Generate New Token.

5. Name the token with a descriptive comment and assign the token lifetime. A longer lifetime will ensure you do not have to update the token as often. Click Generate.

6. In the pop up that follows, copy the token and securely save the token.

   Using a Service Principal & a Personal Access Token (“PAT”) tied to the Service Account

   You may prefer to create a Service Principal with a PAT to use for authentication instead of using your account’s Personal Access Token. To do so, use the following steps to create a Service Principal and generate a PAT on behalf of the Service Principal.

   1. In your Databricks workspace, click your username or icon in the top right, click Settings, Identity and access, and next to the Service Principals options, click Manage.
   2. Click the Add service principal button, click Add new in the modal, enter a display name and click Add.
   3. Click on the newly created Service Principal, and under Entitlements select Databricks SQL Access and Workspace Access. Click Update, and make a note of the Application ID of your newly created Service Principal.
   4. Back in the Admin Settings menu, click the Advanced section (under the Workspace admin menu). In the Access Control section, next to the Personal Access Tokens row, click Permission Settings. Search for and select the Service Principal you created, select the Can use permission, click Add, and then Save.
   5. Navigate back to the SQL Warehouses section of your Workspace, click the SQL Warehouses tab, and select the SQL Warehouse you created in Step 1. Click Permissions in the top right, search for and select the Service Principal you created, select the Can use permission, and click Add.
   6. Use your terminal to generate a Service Principal Access Token using your Personal Access Token generated above. Record the token value. This token can now be used as the access token for the connection.

   $
   curl --request POST "https://<databricks-account-id>.cloud.databricks.com/api/2.0/token-management/on-behalf-of/tokens" \
   >
   --header "Authorization: Bearer <personal-access-token>" \
   >
   --data '{
   >
     "application_id": "<application-id-of-service-principal>",
   >
     "lifetime_seconds": <token-lifetime-in-seconds-eg-31536000>,
   >
     "comment": "<some-description-of-this-token>"
   >
   }'

7. In the Databricks UI, select the Catalog tab, and select the target Catalog. Within the catalog Permissions tab, click Grant. In the following modal, select the principal for which you generated the access token, select USE CATALOG, and click Grant.

8. Under the target Catalog, select the target schema (e.g., main.default, or create a new target schema). Within the schema Permissions tab, click Grant. In the following modal, select the principal for which you generated the access token, and select either ALL PRIVILEGES or the following 9 privileges and then click Grant:

   • USE SCHEMA
   • APPLY TAG
   • MODIFY
   • READ VOLUME
   • SELECT
   • WRITE VOLUME
   • CREATE MATERIALIZED VIEW
   • CREATE TABLE
   • CREATE VOLUME

Add your destination

Use the following details to complete the connection setup: server host name, HTTP path, catalog, your chosen schema name, and authentication details.

• Instructions for Analyze / Optimize for Webflow sites
• Instructions for Optimize for non-Webflow sites