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Manage SaaS connectors

Learn how to manage your SaaS connectors in SAM settings.

To manage SaaS connectors, you require the Snow Atlas Admin role.

View connectors

You can view all available SaaS connectors on the Discover tab.

You can view your added connectors on the Added tab, to see their last aggregation, aggregation schedule, and status. For column descriptions of the Added tab, see SaaS connectors — Reference.

  1. On the SAM settings menu, under Data collection, select SaaS connectors.

  2. Select the Discover tab, to view all available connectors.

  3. Select the Added tab, to view all added connectors.

    Select the name of a connector to view its details.

Add connectors

You can add multiple connectors for the same vendor and product if you, for example, want to use different settings. If you add more than one connector with the same settings, imports during aggregation create duplicate data in the system.

To add connectors, you first have to prepare the necessary credentials for the connector in the respective vendor portals. To prepare connector credentials, follow the product-specific procedure.

  1. On the SAM settings menu, select SaaS connectors.

  2. On the Discover tab, select Add connector for the connector that you want to add.

  3. In the dialog, select Add connector.

  4. Under General, enter a Name for the connector.

    The name is used to identify the connector in lists and reports, and it must be unique.

  5. Under Settings, enter the credentials for the connector.

    To prepare connector credentials, follow the product-specific procedure.

  6. Under Schedule, you can schedule data aggregations.

    By default scheduling is Enabled, and set to run Daily at 23:00 in your time zone. You can change the default intervals and time or disable scheduling:

    • To change the default scheduling, in Repeat period, select one of the following intervals for aggregations:

      • Hourly, and select the Hourly interval to start the aggregation.

      • Daily, and select the Time to start the aggregation.

        The selected time is in your time zone, based on the time zone of your browser. The offset of your browser's time zone from UTC is shown in parenthesis. Someone in another time zone sees the scheduled time in their time zone.

        The selected time, and the displayed offset, adjusts automatically for daylight saving time, when applicable.

    • To disable scheduling, in Schedule, select Disabled.

      A disabled schedule requires that you manually run aggregations of data. Data from the vendor will not be updated automatically in your system.

  7. To add the connector and test the connection, select Save.

    The connector is now being added to the system.

    • If the connector is successfully added, it changes status to Active and the connection is tested.

    • If the connector fails to be added, it changes status to Failed.

      To try again to add the connector, select the connector, and then select Retry.

Edit connectors

You can edit the name, settings, and aggregation schedule of connectors.

  1. On the SaaS connectors page, on the Added tab, select the checkbox for the connector that you want to edit.

  2. On the Actions menu, select Edit.

  3. Under General, Settings, and Schedule, edit the applicable fields.

    Follow the steps in Add connectors if you need.

  4. Select Save.

Tip

On the Edit connector page, you can also delete a connector.

Test connections

You can test the connection for connectors to check that the credentials work.

  1. On the SaaS connectors page, on the Added tab, select the checkbox for the connector for which you want to test the connection.

  2. On the Actions menu, select Test connection.

Run aggregations

You can run manual data aggregations for connectors, even if they have a schedule set.

If you want to disable a connector from aggregating new data, you can disable the schedule, see Add connectors.

  1. On the SaaS connectors page, on the Added tab, select the checkbox for the connector for which you want to run an aggregation.

  2. On the Actions menu, select Run.

Delete connectors

You can delete connectors, their settings and all collected data. If you only want to disable a connector from aggregating new data, you can disable the schedule, see Add connectors.

  1. On the SaaS connectors page, on the Added tab, select the checkbox for the connector that you want to delete.

  2. On the Actions menu, select Delete.

  3. In Delete connector, select Delete.

Tip

You can also delete a connector from the Edit connector page, see Edit connectors.

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