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Prerequisites


Step-by-Step Setup

1

Enable Unity Catalog

Ensure Unity Catalog is active for the target workspace. Follow Databricks’ official documentation if it is not already enabled.
2

Enable System Schemas

3

(Optional) Create a Warehouse

Pelanor can query any existing warehouse, but a small serverless warehouse with auto-stop is recommended for cost efficiency.
4

Create a Service Principal

  1. Open Account Console → Service principals.
  2. Click Add Service principal, assign a clear name, then Generate Secret.
  3. Save the Client ID and Secret—you will enter these in Pelanor.
5

Grant Workspace & Warehouse Access

  1. In Account Console → Workspaces, add the Service Principal to the workspace with User permission.
  2. Inside the workspace, open the warehouse → Permissions → grant Can Use.
  3. Confirm the principal has the Databricks SQL access entitlement.
6

Grant System-Table Privileges

Run the following SQL (replace the placeholder with the Service Principal ID):

Additional Notes

  • Multiple Workspaces – Granting access in one workspace lets Pelanor collect data for all spend in the Databricks account—no per-workspace connection needed.
  • Pricing Source – The current adaptor uses Databricks list prices. Custom price books are not yet supported.