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Step 3: Create a Workspace

Before creating a Workspace, you should make sure you have a Project created with version control. You can choose from username and password or OAuth.

A Workspace is a sandbox environment where you can complete the development of your data, refine, and perform preliminary validation before merging them into the codebase. When creating a Workspace, you'll add your Storage Locations, Git URL, and connect to your data platform.

Workspace Best Practices

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Before you begin, make sure you have administrator access to your chosen platform and the necessary permissions to create authentication credentials.

Just need a quick reference for authentication? Look at the Connection guides for your data platform.

Choose Your Platform

Select the platform you want to connect to:

Before starting with Databricks authentication, make sure the following is in place:

  • Your workspace must be using the Unity catalog.
  • Must be a Databricks account admin create to OAuth applications.
  • Databricks users must be given the permission to create a Personal Access Token (PAT) for Token authentication.
OAuth

We recommend using OAuth for authentication.

Tokens or Personal Access Tokens (PAT) are used in Databricks to authenticate at the workspace level.

In this section, you get your access token from Databricks and then add it to Coalesce as part of creating a Workspace.

Get Your Databricks Token.

  1. Log into your Databricks account.
  2. Go to your username at the top and select Settings.
  3. Under User, select Developer.
  4. Next to Access Tokens, click Manage.
  5. Click Generate new token.
  6. Write a description for the token and choose the lifetime.
  7. Make sure to save the access token somewhere secure. It can’t be recovered or shown again.
This screenshot shows a Databricks page for managing personal access tokens. It includes a button to generate a new token, allowing users to securely interact with the Databricks API without using passwords.
Databricks Access Token Page
Databricks PAT

Read the Databricks documentation on Databricks personal access token authentication to learn more about managing your access tokens in Databricks.

Create Your Workspace.

  1. Select the Project you want to create the Workspace in.

  2. Click Create Workspace.

  3. Workspace Details

  4. Give your Workspace a Name and Description(optional).

  5. Click Next.

  6. Connect Databricks to this Workspace

  7. Enter your Databricks Account URL.

  8. Click Next.

    A screenshot of a user interface for connecting a workspace to Databricks. The screen, titled Connect Databricks to this Workspace, has a field for the **Databricks Account URL** and a toggle for **Databricks OAuth** that is set to disabled.
  9. Add your Databricks Credentials,

  10. Enter the token and then click Retrieve Warehouses. Select the one you want to use.

  11. Click Next.

    A screenshot of a form titled Add your Databricks Credentials, which is step 3 of 5 in a workspace creation process. The Authentication Type is set to Token (Cloud), and the form includes a field for entering a Databricks token.
  12. Set Up Version Control

  13. Workspaces let you work on a branch. This is the version control repo you created in Setup Version Control and added to your Project. You will need to select a branch and commit to make a new branch. For example, if you want to create a branch off main, select main, then select the commit in main to create your branch from.

  14. Then give the new branch a name.

  15. Click Next.

    A screenshot of the Set Up Version Control screen, which is step 4 of 5 in creating a workspace. The user is creating a new branch named 'demo\_two' from an existing parent branch called 'workspace\_demo'. The most recent commit on the parent branch is also shown.
  16. Storage Location and Storage Mappings

  17. Add Storage Locations and Storage Mappings to your Workspace. If you have any existing Storage Locations and Storage Mappings from your repo, they will be listed here. You can delete the defaults and add new Storage Locations.

    Storage Locations and Mappings configuration interface showing two locations (WORK and EDW), with EDW expanded to display database mapping to EDW_APAC and schema mapping to DEV_EDW. Interface includes toggle for manual mapping and option to set WORK as default storage location.
  18. Click Create Workspace.


What's Next?

Review the Coalesce Fundamentals to learn more about: