Set up Workbench

Advanced

Get started

If Posit Workbench is not already configured from the landing page and running, select the Workbench logo.

The Posit Team landing page showing the Workbench logo and card before installation.

Begin Workbench installation
Important

Workbench setup requires application roles POSIT_TEAM_ADMIN or POSIT_WORKBENCH_ADMIN. See top right corner to see your permissions. If you originally installed the Native App you will have all roles.

Configuration

License

Workbench requires an Advanced license file. If you have a license file, upload it via the file input to validate it. If you do not have a license file, please contact Posit sales.

The Workbench license configuration step showing a file input with a successfully validated license file.

Uploading a valid license

Alternatively, Posit Team supports a free 30-day trial of Workbench that you can start by clicking the Get a free trial license button. A modal will appear asking you to agree to the Posit End User License Agreement (EULA). Contact snowflakemarketplace@posit.co to purchase a license before the 30-day trial expires to continue normal operation of Workbench.

The Workbench license configuration step showing the EULA agreement modal.

Start Workbench Trial

Compute pool

The compute pool size you choose is dependent on how you plan to use your instance of Workbench.

For a small team (3-5 users) use at least a small (CPU_X64_S) compute cluster. To better understand your team’s needs, we recommend starting with a size slightly larger than you may need (which avoids out-of-memory errors), monitoring the resource usage, and then adjusting your compute cluster size accordingly.

Once you click Continue, Workbench begins to provision. It takes roughly 10 minutes to create the compute pool and start the Workbench container. You can resize the compute pool after initial configuration, which takes about 15 minutes.

A progress indicator showing Workbench provisioning in progress.

Wait for Workbench to start

Using backups from another Posit Team Native App

You can launch Posit Workbench within the Posit Team Native App using a previously created backup. Posit Team can use backups from other installations as well as backups created by the same installation.

The target Posit Team Native App needs to be granted the POSIT_TEAM_ADMIN application role in order to enumerate and access the backups associated with your source Posit Team Native App.

Assuming that your source Posit Team Native App is named POSIT_TEAM_SOURCE and your target Posit Team Native App is named POSIT_TEAM_TARGET, run the following Snowflake SQL to grant access:

Snowsight UI
GRANT APPLICATION ROLE POSIT_TEAM_SOURCE.POSIT_TEAM_ADMIN TO APPLICATION POSIT_TEAM_TARGET;

After running this code, you can ask that backups from POSIT_TEAM_SOURCE be used when launching Workbench in the Posit Team Native App named POSIT_TEAM_TARGET.

Snowflake managed credentials

Configure a Snowflake OAuth security integration for Workbench so users can access Snowflake resources without configuring credentials or passwords. See the Snowflake managed credentials documentation for details.

Important

If you have Private Link or an active network policy, you will need to complete additional steps documented in AWS PrivateLink docs, Azure PrivateLink docs, or Network Policy docs for managed credentials to work. These steps do not need to be completed before the setup steps below, but managed credentials will not work until they are completed.

To create and activate the OAuth integration click the Copy button on the SQL generated in the Workbench OAuth setup step and run it in a Snowsight Worksheet with ACCOUNTADMIN credentials.

The Workbench Snowflake OAuth setup step showing generated SQL code to run in a Snowflake Worksheet as ACCOUNTADMIN.

Snowflake Managed Credentials for Snowflake

Next, click Continue. This will restart Workbench with these credentials and it will be available in 3-4 minutes. Or click Skip to skip the integration and continue with setup.

Ready

Once Workbench is fully configured and ready, Posit Team redirects you to the product management page.

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

Workbench management page

Click on the Product URL to be taken to Workbench.

The Posit Workbench home page after logging in.

Workbench home page
Note

Users will typically access Workbench from the landing page.

FAQ

Are Workbench product updates automatic?

Yes. When the Posit Team Native App is updated, Posit Team automatically upgrades Workbench.

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