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How to set up Sigma
Updated over 7 months ago

Use this connector to have Foundational scan and determine lineage and downstream impact for Sigma.

This setup should take about 15 minutes.

Permissions: You need to be a Sigma admin for some parts of this setup.

Configuring Sigma Connector

In order to provide Foundational access to Sigma, please follow the steps below:
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1. Create New Account Type in Sigma for Foundational

First you have to create a user in Sigma that will be used by Foundational to access your Sigma metadata.

  1. Sign in to Sigma Computing at: https://app.sigmacomputing.com/

  2. Select Administration

  3. Select Account Types

  4. Select Create New Account Type

  5. Enter a name for the account type: Foundational Connector Type

  6. Check the following checkboxes:

    1. View datasets (under Data Modeling)

    2. View workbooks (under Documents)

  7. Click on Create

2. Assign Existing Account or Create New Account

Foundational need an account in Sigma in order to access relevant Sigma metadata. You can either create a new account, or assign existing account for Foundational to access

Option 1: Create New Account

  1. Select People from the left side bar

  2. Click on the Invite People button

  3. Enter the email address for the account

  4. Select Foundational Connector Type from the account type drop down

  5. Click Invite

Option 2: Assign Existing Account

  1. Select People from the left side bar

  2. Select the user you want to assign for Foundational

  3. Click on the edit icon at the account type box

  4. Select Foundational Connector Type from the account type drop down

  5. Click on Confirm

3. Add account to all relevant teams

By default, accounts in Sigma only have access to the default workspace (there is always a default workspace in Sigma). However, other workspaces, will not be accessible by the account you created/assigned to Foundational.

The way to solve this is to add Foundational account to all of the existing teams within Sigma, as workspaces are assigned access to teams, and once Foundational account is part of those teams, it will be able to view the relevant workspaces.

Foundational account does not read your data, jsut the metadata of the workbooks.

Foundational need an account in Sigma in order to access relevant Sigma metadata. You can either create a new account, or assign existing account for Foundational to access

  1. Sign in to Sigma Computing at: https://app.sigmacomputing.com/

  2. Select Administration

  3. Click on "Teams"

  4. For each team:

    1. Click on the team

    2. Click on "Add Members"

    3. Type the name/email of the account you created or assigned in the previous step, select it and click on "Add"

4. Create Client Key and Secret

  1. Select Developer Access fron the left side bar

  2. Click on Create New

  3. Pick a name for the API Key

  4. Assign an owner for the API Key

  5. Click on Create

  6. Write down the client id and secret created (we will use it in the subsequent step)

5. Configure Sigma Connector in Foundational

  1. Select Connectors from the left side bar

  2. In the Connectors page, Click on Configure in the Sigma card

  3. Click on Add New Sigma Account

  4. Fill in the Client ID and Client Secret with the client id and secret you created in the previous step

  5. Click on Save

That's it! You are all set, you should be able to see lineage from Sigma within a day

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