Overview

Follow the setup hierarchy per Organization:

Data Environments > Data Workspaces > Users

Summary of Steps

To complete the setup of your data environment in Connecty AI, follow these steps:

• Step 0 – Organization Setup Our Support team will create your Organization and send you an invite.

• Step 1 – Create a Data Environment

  Add a new Data Environment.

Unlimited Data Environments are supported within one Organization (subject to the plan you've selected i.e. Team vs Enterprise). For example: production, staging, development, or by business units.

• Step 2 – Configure a Data Connection

For example: Snowflake, Bigquery, Databricks. Read here more about Integration.

Select your data source, enter credentials and verify the connection.

• Step 3 – AI Sync

  • Once the connection is verified, the system runs an automated sync:

    1. Data Environment Catalog Discovery

       1. Data Workspace Catalog Initialization

       2. Inferring PII

       3. Data Statistics Collection

       4. Data Workspace Catalog Finalization

• Step 4 – Create Data Workspaces (Optional)

  1. A default Workspace is automatically created so you can start using the application right away.

  2. You can create additional Workspaces under each Environment to organize access for specific teams or departments. Users can belong to multiple Workspaces at no extra cost.

Each Data Environment can have multiple Data Workspaces.

Workspaces can be flexibly used to limit access to a group of people according to their department or access permissions. For example: it can be function or team specific - like Marketing, Product or Accounting teams - similar to a data mart.