Management

Advanced

Posit Team includes a Posit Connect management page for an administrator to perform post-installation operations.

The Connect card on the Posit Team landing page with the vertical dots menu open, showing the Manage option.

Connect management menu

To manage Connect, click the menu icon (vertical dots) on the Connect card and click Manage.

The Connect product management page showing service status, product URL, and configuration options.

Connect management page

Stop, start, restart

The Connect service can be managed in several ways:

  1. Manually triggered operations.
  2. Programmatic operations.

A suspended Connect service automatically resumes when visited by a user.

If there are times when Connect is not used, such as on weekends and holidays, suspending the service can help reduce your Snowflake compute costs.

Some features of Connect, such as scheduled jobs, do not run while the service is suspended.

You can manually stop, start, and restart the Connect service from the Manage page.

The Connect management page showing Stop, Start, Restart, and Upgrade buttons for manually controlling the Connect service.

Connect service operations

You can start, stop, and restart the Connect service using SQL commands.

-- Start Connect
SELECT POSIT_TEAM.app.START_SERVICE('connect');

-- Stop Connect
SELECT POSIT_TEAM.app.STOP_SERVICE('connect');

-- Restart Connect
SELECT POSIT_TEAM.app.RESTART_SERVICE('connect');

Schedule the start and stop of Connect by running these SQL commands with Snowflake tasks.

-- Create a task to stop Connect at 6 PM daily.
CREATE OR REPLACE TASK task_connect_stop
    SCHEDULE = 'USING CRON 0 18 * * * America/New_York'
AS
    SELECT POSIT_TEAM.app.STOP_SERVICE('connect');

-- Enable the stop task.
ALTER TASK task_connect_stop RESUME;

-- Create a task to start Connect at 8 AM daily
CREATE OR REPLACE TASK task_connect_start
    SCHEDULE = 'USING CRON 0 8 * * * America/New_York'
AS
    SELECT POSIT_TEAM.app.START_SERVICE('connect');

-- Enable the start task.
ALTER TASK task_connect_start RESUME;

Upgrade

Note

Posit frequently upgrades the Posit Team Native App and its associated version of Connect. When the Posit Team Native App is updated, Posit Team automatically upgrades Connect.

Some configuration changes require a service upgrade before they take effect. The management page indicates when configuration changes require an upgrade. Click the Upgrade button to upgrade Connect.

The Connect management page with the Upgrade button visible, showing a pending configuration change requiring an upgrade.

Connect upgrade

Change configuration

In the management page you can change the license, resize the compute pool, update user roles and access, update the OAuth integration, and configure email. Some changes require a service upgrade. Follow the upgrade section instructions.

Resize compute pool

The Manage page lets you change the compute pool used to run Connect. Choose a compute pool size appropriate to your workload requirements.

The Connect management page showing a dropdown to select the compute pool size used to run the Connect service.

Connect compute pool

Click Upgrade to apply a compute pool change and restart Connect.

Update Snowflake OAuth credentials

You can modify the Connect Snowflake OAuth integration after its initial setup.

To update the integration:

Open the Manage page and click OAuth Integrations.

The Connect management page with the Snowflake OAuth button highlighted for updating the Snowflake OAuth integration.

Manage Snowflake OAuth

Copy the generated SQL code and run it in a Snowflake Worksheet as an ACCOUNTADMIN to recreate the integration.

The Snowflake OAuth update page showing generated SQL code that recreates the Snowflake OAuth integration.

Adjust Snowflake OAuth

Save the client_id, client_secret, and account_url returned by the query.

Visit the System > Integrations tab in Connect to update the integration or create a new one.

The Connect System > Integrations tab showing existing OAuth integrations and an option to add a new integration.

Connect Integrations

Use the values copied above to configure the Snowflake OAuth integration in Posit Connect.

Backup and restore

Posit Team supports easily creating Connect backups. Simply specify a backup name or leave it blank for a randomly assigned name and click Save New Backup.

The Connect management page showing a text field for a backup name and a 'Save New Backup' button.

Create backup

Next, wait several minutes for the backup to be created.

The Connect management page showing a successfully created backup entry in the backups list.

Backup created

Restoring from a backup takes about 10 minutes. You can delete backups that are no longer needed.

Logs

You can view logs of the Connect installation.

The Connect management page showing a scrollable log viewer with output from the Connect service.

Connect logs

User access

Snowflake users can access Connect after you grant the appropriate application role to their user roles. We recommend you grant the application role POSIT_TEAM_USER to most users.

Snowsight UI
GRANT APPLICATION ROLE POSIT_TEAM.POSIT_TEAM_USER TO ROLE YOUR_USER_ROLE;

To restrict user access to Connect only give the application role POSIT_CONNECT_PUBLISHER to those users. See Managing Application Roles to learn more.

Snowsight UI
GRANT APPLICATION ROLE POSIT_TEAM.POSIT_CONNECT_PUBLISHER TO ROLE YOUR_USER_ROLE;

Connect groups

You can create additional application roles to use as groups in Posit Connect. Publishers and Collaborators can use “groups” to associate multiple users to content as viewers or collaborators. This can often provide an easier alternative to maintaining a discrete list of users associated with each instance of published content.

To add a new application role, click User Roles and Access on the Connect management page.

The Connect management page with the User Roles and Access button highlighted.

Manage user roles and access

The application roles page lets you manage custom application roles. The POSIT_* roles are owned by Posit Team; custom application roles cannot use the POSIT_* prefix.

The User Roles and Access page showing a table of managing roles with a text field and Create button for adding new application roles.

Adjust application roles

Change the egress

To ensure full product functionality, key endpoints must be accessible, such as those for Snowflake OAuth and the Online Certificate Status Protocol (OCSP). For more information, see the security egress traffic documentation.

Editing the default egress policy requires the ACCOUNTADMIN role. You can modify the default egress policy for Connect by:

  • Using the Snowsight UI (recommended) or
  • Writing your own SQL

To edit network rules via Snowsight UI:

Visit Governance & security > Network policies > Network Rules.

The Snowsight Governance & security Network Rules page showing the Connect egress network rule available for editing.

Network rule edit

Edit the given network rule named POSIT_TEAM_APP_DATA.DATA.CONNECT_PUBLIC_EGRESS and remember to include the required endpoints detailed in the security egress documentation.

To edit network rules via SQL:

Modify the existing network rule POSIT_TEAM_APP_DATA.DATA.CONNECT_PUBLIC_EGRESS.

Snowsight UI
DESCRIBE NETWORK RULE posit_team_app_data.data.connect_public_egress;

--- include custom <host>:<port>
--- host names are allowed
--- this example policy allows all ips on port 80 and 443
ALTER NETWORK RULE posit_team_app_data.data.allow_all_rule SET VALUE_LIST('0.0.0.0:80', '0.0.0.0:443');

Modify the egress rules only after a successful installation, and only change one rule at a time, allowing two to three minutes for each rule to take effect.

Troubleshooting and support

Visit the troubleshooting page for known issues and troubleshooting steps. If none of the troubleshooting steps help, please submit a request through the Posit support form or click Support in the navigation header.

The Posit Team navigation header showing the Support button.

Support link
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