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Overview

Creating an Omni Database User​

First we need to create a database user to give Omni permissions to query the data warehouse.

See the Security section for information about using Omni with an IP allow list on your data warehouse.

Adding the database to Omni​

We need to add the database credentials to the Omni application. Navigate to the settings page, select "Connections" and click the "Add Connection" button:

Then choose what dialect you want to add.

Each dialect has a slightly different configuration.

  • Display Name is how the connection name will appear in Omni, and can be changed later.
  • Database Details will be information from your data warehouse.

Schema Restriction​

  • Include Schemas will restrict the schemas pulled into Omni, and multiple can be included delimited by commas. If left blank, Omni will model all schemas. This can significantly improve performance by reducing model size.

Scheduling Schema Refresh​

After establishing a database connection, Admin can use a cron string to schedule a soft refresh of the schema which merges the newly generated schema with the existing one without overwriting it.

This could be used if you know your ETL runs once a day, you could set the schema to refresh immediately after that time to ensure the data is always up to date.

This could also be done using an API read more here.