Required Information for Connection Types

When adding a connection, you are prompted for specific information for the connection type. Based on your connection type, gather the following information before adding the connection:

• Requirements for S3
• Requirements for GCS
• Requirements for Azure
• Requirements for Snowflake

Adding a Connection

In Connections, you can configure access to the cloud storage locations that store source datasets (source connections) or that will store exported data (destination connections).

To add a connection:

1. Navigate to Admin > Connections.
2. Select Add New at the top right.
3. Select the connection type.
4. Enter the following information:
   • Name and optional Description for the connection.
   • Required information for the connection type.
   • Select the Usage Types for the connection (Source, Destination, or both).
5. Select Test to verify that Tamr Cloud can establish the connection. If the test fails, correct any missing or incorrect information, and try again.
6. Select Save Connection.

Sharing a Connection

Share a connection to a cloud storage location to allow other users to upload data from that location or export data to that location.

When you share a connection, you select the level of permissions that user has for that connection. See User Roles and Permissions for more information.

To share a connection:

1. Navigate to Admin > Connections.
2. In the Connections table, select Share for the connection.
3. Select the user with whom to share the connection and their permissions for the connection.
   • Editor: allows the user to edit and use the connection.
   • Viewer: allows the user to use the connection.
     Note: Admin users and users whose accounts have been disabled do not appear in the list of users; admins have full access to all connections.
4. Select Share.

Changing Permissions for a Connection

To change a user's permissions for a connection:

1. Navigate to Admin > Connections.
2. In the Connections table, select Share for the connection.
   The Share dialog opens. The dialog lists the users with whom the connection is shared.
3. Change the permission levels for users as needed, or select Delete to remove a user's permissions.
4. Select Save.

Editing a Connection

Note: Editing a connection may impact access to source data that has been added through that connection. Deleting a connection will impact access to source data that has been added through that connection. To check whether the connection you want to edit has been used to add source data, refer to the Source Reference column in the connections table.

Depending on your user role and permissions, you can edit the connection settings. These settings include the connections's name and description, the cloud storage project name and bucket, and whether this connection stores source datasets and/or exported data.

Important: If you edit a connection shared with other users, the connection also updates for those users.

To edit a connection:

1. Navigate to Admin > Connections.
2. In the Connections table, select Edit for the connection you need to update.
3. Update the fields as needed and then select Edit Connection.
   Note: Directory and file names are case-sensitive.

Deleting a Connection

Only the user who created a connection can delete it.

Important: Deleting a connection permanently removes it from Tamr Cloud. If you delete a connection shared with other users, that connection will no longer be available to those users.

To delete a connection:

1. Navigate to Admin > Connections.
2. In the Connections table, select Delete .
3. Confirm the deletion.