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Data exchange agent for migrations and validation

Project description

Snowflake Data Exchange Agent

Python

The Data Exchange Agent is the Worker component of the Cloud Data Migration solution. It connects to source databases (SQL Server, Amazon Redshift, Teradata, PostgreSQL), extracts data, and uploads it to Snowflake stages for ingestion by the Data Migration Orchestrator (snowflake-data-migration-orchestrator).

The same worker process also executes Cloud Data Validation tasks (data_validation) when the orchestrator schedules them. That path relies on the optional snowflake-data-validation package being installed in the worker environment (see the orchestrator documentation for creating validation workflows and JSON configuration).

Installation

pip install snowflake-data-exchange-agent

Python Version: 3.11 or higher

Usage

# Start with a configuration file
data-exchange-agent -c <configuration-file-path>

# Start with default configuration.toml in current directory
data-exchange-agent

# Custom port and parallelism
data-exchange-agent --max-parallel-tasks 8 --port 8080

# Custom base directory for exported files (overrides config)
data-exchange-agent --local-results-directory /mnt/dea-exports

# Debug mode
data-exchange-agent --debug --port 5001

Worker Configuration

The Worker configuration file uses TOML format.

Section Property Type Description
Top Level selected_task_source String Currently should always be set to "snowflake_stored_procedure".
[application] max_parallel_tasks Integer Maximum number of tasks the worker will process in parallel (using threads).
[application] task_fetch_interval Integer Interval (in seconds) between attempts to fetch new tasks from the Orchestrator.
[application] snowflake_database_for_metadata String Optional. Database where the orchestrator deployed the task queue (default SNOWCONVERT_AI). Must match the orchestrator's CUSTOM_SNOWFLAKE_DATABASE_FOR_METADATA if you override it there.
[application] snowflake_schema_for_data_migration_metadata String Optional. Schema for PULL_TASKS / COMPLETE_TASK / FAIL_TASK (default DATA_MIGRATION). Must match the orchestrator's CUSTOM_SNOWFLAKE_SCHEMA_FOR_DATA_MIGRATION_METADATA if overridden.
[application] local_results_directory String Optional. Base directory where each task's exported Parquet or CSV files are written before upload. Each run uses a subfolder task_<id>/<timestamp>. After a successful upload, that timestamp folder and the task_<id> parent (if empty) are removed so stale empty directories do not accumulate. When unset, files go under ~/.data_exchange_agent/result_data. Tilde (~) and relative paths are expanded at load time.
[connections.source.*] Object Configuration for source system connections. The Worker typically requires an ODBC driver. See examples below.
[connections.target.snowflake_connection_name] connection_name String The name of the connection entry in the ~/.snowflake/config.toml file to use.

When selected_task_source is snowflake_stored_procedure, the worker issues CALL statements against the task-queue using application.snowflake_database_for_metadata and application.snowflake_schema_for_data_migration_metadata. These settings are independent of Snowflake connection session defaults (SNOWFLAKE_DATABASE, SNOWFLAKE_SCHEMA in the connection profile).

Example: SQL Server (Standard Authentication)

[connections.source.sqlserver]
username = "username"
password = "password"
database = "database_name"
host = "127.0.0.1"
port = 1433

Example: Amazon Redshift (IAM Authentication)

[connections.source.redshift]
username = "demo-user"
database = "demo_db"
auth_method = "iam-provisioned-cluster"
cluster_id = "my-aws-cluster"
region = "us-west-2"
access_key_id = "your-access-key-id"
secret_access_key = "your-secret-access-key"

Example: Amazon Redshift (Standard Authentication)

[connections.source.redshift]
username = "myuser"
password = "mypassword"
database = "mydatabase"
host = "my-cluster.abcdef123456.us-west-2.redshift.amazonaws.com"
port = 5439
auth_method = "standard"

Example: PostgreSQL (ODBC)

Use a PostgreSQL ODBC driver installed on the worker machine (for example PostgreSQL Unicode). You can set odbc_driver explicitly or let the agent pick a default.

[connections.source.postgresql]
username = "my_user"
password = "my_password"
database = "my_database"
host = "postgres.example.com"
port = 5432
# odbc_driver = "PostgreSQL Unicode"

Example: Teradata

The agent supports two Teradata drivers and automatically selects the best one available:

  1. teradatasql (preferred) -- Pure Python driver. No OS-level ODBC installation required. Install with pip install teradatasql.
  2. ODBC fallback -- If teradatasql is not installed, the agent falls back to pyodbc with the Teradata ODBC driver. Set driver_name to the exact name returned by pyodbc.drivers().

When teradatasql is available, driver_name is ignored and no ODBC driver needs to be installed on the host. Use dbc_name when your Teradata COP / TDPID alias differs from host.

[connections.source.teradata]
host = "your-teradata-host.example.com"
port = 1025
database = "tpcds"
username = "your_username"
password = "your_password"
# driver_name = "Teradata Database ODBC Driver 17.20"  # only needed for ODBC fallback
# dbc_name = "TDPID_ALIAS"  # optional; defaults to host

Note: Only one source connection is needed. The Snowflake target connection should point to a valid entry in your ~/.snowflake/config.toml.

ODBC Driver Auto-Detection

The agent automatically detects the best available ODBC driver for SQL Server connections. If no odbc_driver is specified in the configuration, it will prefer the newest available driver (ODBC Driver 18 > 17 > 13 > 11). If a specific driver is requested but not found, it falls back to the best available driver with a warning.

To manually specify a driver:

[connections.source.sqlserver]
odbc_driver = "ODBC Driver 17 for SQL Server"

ODBC Encryption (SQL Server)

The encrypt and trust_server_certificate parameters are optional. By default, they are omitted from the connection string, allowing the ODBC driver to use its default behavior:

  • ODBC Driver 17 and below: Encryption is disabled by default.
  • ODBC Driver 18 and above: Encryption is mandatory by default.
[connections.source.sqlserver]
username = "sa"
password = "mypassword"
database = "mydb"
host = "my-server.example.com"
port = 1433
encrypt = true
trust_server_certificate = false

For development environments or SQL Servers without encryption support, either omit the encryption parameters or set encrypt = false.

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