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Step 9: Create Your Environments

This guide goes over configuring Environments for deploy and refresh. Environments let you push your changes to different locations such as production, testing, and QA.

Each Environment can have it's own Storage Location, Storage Mappings, and connection settings.

Environment Best Practices

Create Your Environment and Authenticate​

  1. In your Workspace, go to Build Settings > Environments.

    The image shows a user interface for a build or development tool. The left sidebar displays navigation options including Browser, Storage Locations, Workspace, Environments (which appears to be selected), Macros, Node Types, and Packages. The main panel shows an Environments section with an information icon and a blue Create Environment button in the top-right corner. There's also a Build Settings header with an X button, suggesting this is a settings or configuration panel.

  2. Give the Environment a descriptive name.

  3. You'll need to authenticate your Environment, even if another Workspace or Environment has been authenticated.

    1. On the Setting page, enter your account URL.
    This image shows a Workspace Settings interface for Documentation Testing. The main panel displays the Settings tab with fields including Name (filled with Documentation Testing), Description (empty), Tag Color (blue background, light text), Created By, and Creation Date (March 6th 2025). The Snowflake Settings section includes an incomplete Snowflake Account URL field with prompting text. A Delete Workspace button appears in red at the bottom, with Cancel and Save buttons in the lower right corner. The left sidebar includes navigation options for Settings, User Credentials, Storage Mappings, Parameters, and OAuth Settings.

  4. Decide how you want to authenticate your Workspace. You can use:

    1. Username and Password
    2. OAuth
    3. Key Pair Authentication

  5. Review the authentication method for your Data Platform and choose the best method for you. This example will use username and password.

  6. Go to User Credentials and enter the username and password. Optionally enter the role and warehouse. Click Save.

Workspace Settings dialog showing Connection configuration for Documentation Testing with User Credentials selected. Displays Snowflake Account information with filled username, masked password, SYSADMIN role, and COMPUTE_WH warehouse settings. Help text indicates optional fields can use defaults. Cancel and Save buttons appear at bottom.

Add Storage Mappings​

The Storage Mapping is the database and schema in your data provider you want to deploy to.

  1. While in Environment Settings, go to Storage Mappings.
  2. Select the database and schema.
Example storage mapping

Override Mapping Values​

To input database and schema objects manually, instead of choosing them from the dropdown menu, activate the Override Mapping Values option. This step may be necessary when mapping to a database or schema for which you lack access permissions.

Parameters​

Parameters act as read-only environment variables. Parameters are defined as a JSON blob set by the user that can be accessed in the metadata during template rendering.

  1. Click on Parameters and add your Parameters in JSON format.
  2. Make sure to click Save to save your new parameters.
Example parameters in a DEV workspace

What's Next?​

Review the Coalesce Fundamentals to learn more about: