Configure Microsoft Fabric Data Warehouse as a Source

In this Article:

• Overview
• Step-by-Step Configuration Guide
  • Add a New Data Source
  • Configure Connection
  • Environment Assignment
  • Select Database & Schemas
  • Scan the Data Source

Overview

This article explains how to configure Microsoft warehouse as a data source in the DvSum Data Catalog, including connection setup and authentication. It also covers scanning the source to extract metadata and browsing discovered data assets.

Before setting up warehouse as a source in DvSum, please ensure all prerequisites are completed. Refer to the article “Prerequisites and Permissions for DvSum Data Source Configuration.”

Step-by-Step Configuration Guide 

1. Add a New Data Source 

1. Navigate to Administration → Data Sources. 
2. Click ⊕ Add Source. 
3. Select Microsoft warehouse. 
4. Provide a name for the source and click Save. 

2. Environment Assignment

If Environments are enabled in the application, users can assign the Data Source to an Environment (for example, Development, UAT, or Production) and associate it with a Logical Source.

Environment assignment helps organize Data Sources across different deployment stages, while Logical Sources represent the same business dataset across multiple environments. Together, they support environment-aware asset promotion and management.

To assign an Environment and Logical Source:

1. Open the Data Source details page --> Settings --> General.
2. Select the appropriate Environment.
3. Select or create a Logical Source, if applicable.
4. Save the changes.

For detailed information about configuring and managing Environments and Logical Sources, refer to the Environment Management article.

3. Configure Connection

Once the source is saved, the connection settings detail page appears. 

Enter the required connection details:  

1. Server Hostname: SQL Server hostname or IP. 
2. Port: Default is 1433 unless changed. 
3. Parameters: These parameters will be passed to the connection string (optional). 
4. Tenant ID, Client ID, Client Secret.
5. Click Authenticate to verify credentials.

4. Select Database & Schemas 

Once authenticated: 

1. Choose the Database from the available list. 
2. (Optional) Limit the scan to specific schemas by selecting them. 
3. Click Done (top-right corner) and then Save. 

Note: When adding or editing a Data Source, if incorrect details or invalid credentials are entered, it will still allows to save the Data Source. However, authentication will fail, and the Data Source will be marked as unusable with a red icon. The Data Source will not be usable until the correct credentials are provided.

The connection is saved, but it cannot be used until valid authentication details are updated.

5. Scan the Data Source 

1. Navigate to Scan History Page. 
2. Click Scan Now. 
3. Once the scan completes, the status will change to Completed. 

Scan Summary

Click on the Execution ID to view the Scan Summary. 

The Scan Summary page displays all the insights of the scan. It indicates how many new tables and columns are fetched in this scan.

Your Microsoft warehouse connection is now fully configured and functional.

Browsing the Data Catalog 

1. Navigate to Database Tables. 
2. Click the Recently Refreshed tab. 
3. View newly discovered tables and their details.