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Use Case: General Immuta Configuration

Who is this for?

This guide is for anyone ready to begin their journey with Immuta who isn't using Snowflake. Specifically, it provides details for configuring Immuta that must be accomplished before moving on to the Secure your data use cases.

If you are using Snowflake with Immuta, see the Monitor and secure sensitive data platform query activity use case.


This use case provides the basics for setting up Immuta and helps you understand the logic and decisions behind the tasks.

Configuration steps

Follow these steps to configure Immuta:

  1. Ensure you have the Immuta software available to you. For the best experience, follow the steps below on Immuta SaaS because of the many SaaS benefits.
  2. Configure your users in Immuta, using the user identity best practices.
  3. Read the native integration architecture overview and connect Immuta to your databases. Consider the Databricks roles best practices if using Databricks.
  4. Register data sources in order to start using Immuta features on the data sources.