Set up the Openflow Connector for Microsoft Dataverse¶

Prerequisites¶

1. Ensure that you have reviewed Openflow Connector for Microsoft Dataverse.

2. Ensure that you have set up Openflow.

Get the credentials¶

As a Microsoft Dataverse administrator, perform the following steps:

1. Ensure you have a Dataverse Environment to work with, and you have access to that environment through https://admin.powerplatform.microsoft.com/.

2. Ensure that you have an application registered in portal.azure.com. This application must have access to the tenant we have our Dataverse Environment available.

3. Generate and store ClientID and Client Secret within that application.

4. Go to Power Apps Admin Center and configure your Dataverse Environment to be accessed via applications registered before. To do that, go to Settings » Users & permissions » application users. Previously created applications must be added and granted with privileges necessary to read data from Microsoft Dataverse.

5. Copy and save the Environment URL of the selected Dataverse Environment from https://admin.powerplatform.microsoft.com/.

Set up Snowflake account¶

As a Snowflake account administrator, perform the following tasks:

1. Create a Snowflake user with the type as SERVICE.

   Create a database and schema to store the replicated data, and set up privileges for the service user to create tables in destination schema by granting the USAGE and CREATE TABLE privileges.

   CREATE DATABASE <destination_database>;
   CREATE SCHEMA <destination_database>.<destination_schema>;
   CREATE USER <openflow_user> TYPE=SERVICE COMMENT='Service user for automated access of Openflow';
   CREATE ROLE <openflow_role>;
   GRANT ROLE <openflow_role> TO USER <openflow_user>;
   GRANT USAGE ON DATABASE <destination_database> TO ROLE <openflow_role>;
   GRANT USAGE ON SCHEMA <destination_database>.<destination_schema> TO ROLE <openflow_role>;
   GRANT CREATE TABLE ON SCHEMA <destination_database>.<destination_schema> TO ROLE <openflow_role>;
   CREATE WAREHOUSE <openflow_warehouse>
        WITH
            WAREHOUSE_SIZE = 'SMALL'
            AUTO_SUSPEND = 300
            AUTO_RESUME = TRUE;
   GRANT USAGE, OPERATE ON WAREHOUSE <openflow_warehouse> TO ROLE <openflow_role>;
   

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   1. Create a pair of secure keys (public and private). Store the private key for the user in a file to supply to the connector’s configuration. Assign the public key to the Snowflake service user:

      ALTER USER <openflow_user> SET RSA_PUBLIC_KEY = 'thekey';
      

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      For more information, see pair of keys.

2. Snowflake strongly recommends this step. Configure a secrets manager supported by Openflow, for example, AWS, Azure, and Hashicorp, and store the public and private keys in the secret store.

   Note

   If for any reason, you do not wish to use a secrets manager, then you are responsible for safeguarding the public key and private key files used for key-pair authentication according to the security policies of your organization.

   1. Once the secrets manager is configured, determine how you will authenticate to it. On AWS, it’s recommended that you the EC2 instance role associated with Openflow as this way no other secrets have to be persisted.

   2. In Openflow, configure a Parameter Provider associated with this Secrets Manager, from the hamburger menu in the upper right. Navigate to Controller Settings » Parameter Provider and then fetch your parameter values.

   3. At this point all credentials can be referenced with the associated parameter paths and no sensitive values need to be persisted within Openflow.

3. If any other Snowflake users require access to the raw ingested documents and tables ingested by the connector (for example, for custom processing in Snowflake), then grant those users the role created in step 1.

4. Designate a warehouse for the connector to use. Grant the USAGE privilege on the warehouse to the role created before. Start with the smallest warehouse size, then experiment with size depending on the number of tables being replicated, and the amount of data transferred. Large table numbers typically scale better with multi-cluster warehouses, rather than larger warehouse sizes.

Set up the connector¶

As a data engineer, perform the following tasks to install and configure the connector:

Run the flow¶

1. Right-click on the plane and select Enable all Controller Services.

2. Right-click on the imported process group and select Start. The connector starts the data ingestion.