# Connect to a Databricks Workspace

## Defining Credentials

The `{brickster}` package connects to a Databricks workspace in three ways:

1. OAuth user-to-machine (U2M) authentication
2. OAuth machine-to-machine (M2M) authentication
3. Personal Access Tokens (PAT)

It’s recommended to use option (1) when using `{brickster}` interactively. If you need to run code via an automated process, use option (2) or (3).

`{brickster}` will automatically detect when a session has Posit Workbench managed Databricks OAuth credentials enabled. For more information about this authentication flow see the section Posit Workbench Managed Databricks OAuth Credentials.

Personal Access Tokens can be generated in a few steps, for a step-by-step breakdown refer to the documentation.

Once you have a token you’ll be able to store it alongside the workspace URL in an `.Renviron` file. The `.Renviron` is used for storing the variables, such as those which may be sensitive (e.g. credentials) and de-couple them from the code additional reading.

To get started add the following to your `.Renviron`:

- `DATABRICKS_HOST`: The workspace URL

- `DATABRICKS_TOKEN`: Personal access token (not required if using OAuth U2M or M2M)

- `DATABRICKS_CLIENT_ID`: OAuth M2M client id (only required for OAuth M2M)

- `DATABRICKS_CLIENT_SECRET`: OAuth M2M client secret (only required for OAuth M2M)

- `DATABRICKS_WSID`: The workspace ID (docs)

`DATABRICKS_WSID` is only required for the RStudio IDE integration with the connection pane.

Example of entries in `.Renviron`:

    DATABRICKS_HOST=xxxxxxx.cloud.databricks.com
    DATABRICKS_TOKEN=dapi123456789012345678a9bc01234defg5
    DATABRICKS_WSID=123123123123123

For OAuth M2M:

    DATABRICKS_HOST=xxxxxxx.cloud.databricks.com
    DATABRICKS_CLIENT_ID=11111111-2222-3333-4444-555555555555
    DATABRICKS_CLIENT_SECRET=abcdefg1234567890
    DATABRICKS_WSID=123123123123123

Note: Recommend creating an `.Renviron` for each project. You can create `.Renviron` within your user home directory if required.

Restarting your R session will allow those variable to be picked up via the `{brickster}` package.

## Using Credentials with `{brickster}`

Authentication should now be possible without specifying the credentials in your R code. You can load `{brickster}` and list the clusters within the workspace using `db_cluster_list()`, to access the host/token use `db_host()`/`db_token()` respectively.

    library(brickster)

    # using db_host() and db_token() to get credentials
    clusters <- db_cluster_list(host = db_host(), token = db_token())

All `{brickster}` functions have their host/token parameters default to calling `db_host()`/`db_token()` therefore we can omit explicit calls to the functions.

    # all host/token parameters default to db_host()/db_token()
    clusters <- db_cluster_list()

When using OAuth U2M or OAuth M2M authentication you don’t define a token in `.Renviron` and therefore `db_token()` will return `NULL`.

## Managing Multiple Credentials

There are two methods that `{brickster}` supports to simplify switching of credentials within an R project/session:

1. Adding multiple credentials to `.Renviron`, each additional set of credentials is differentiated via a suffix (e.g. `DATABRICKS_TOKEN_DEV`)
2. Using a `.databrickscfg` file (primary method in Databricks CLI)

To differentiate between (1) and (2) the option `use_databrickscfg` is used, the following example shows how to switch the session to use `.databrickscfg`.

    # will use the `DEFAULT` profile in `.databrickscfg`
    options(use_databrickscfg = TRUE)

    # values returned should be those in profile of `.databrickscfg`
    db_host()
    db_token()

The default behaviour is to read credentials from `.Renviron`. If you wish to change this it’s recommended to set the option within `.Rprofile` so that it’s set during initialization of the R session.

### Switching Between Credentials

The `db_profile` option controls which profiles credentials are returned by `db_host()`/`db_token()`/`db_wsid()`.

Profiles enable you to switch contexts between:

- Different workspaces (e.g. development or production)

- Different permissions (e.g. admin or restricted user)

This behaviour works when using credentials specified in either `.Renviron` or `.databrickscfg`:

    # using .Renviron
    db_host() # returns `DB_HOST` (.Renviron)

    # switch profile to 'prod'
    options(db_profile = "prod")
    db_host() # returns `DB_HOST_PROD` (.Renviron)

    # set back to default (NULL)
    options(db_profile = NULL)
    # use .databrickcfg
    options(use_databrickscfg = TRUE)
    db_host() # returns host from `DEFAULT` profile (.databrickscfg)

    options(db_profile = "prod")
    db_host() # returns host from `prod` profile in (.datarickscfg)

It is expected that profiles in `.Renviron` will adhere to the same naming convention as default but add an additional suffix.

Here is an example of an `.Renviron` file that has three profiles (default, dev, prod):

    # default
    DATABRICKS_HOST=xxxxxxx.cloud.databricks.com
    DATABRICKS_TOKEN=dapixxxxxxxxxxxxxxxxxxxxxxxxx
    DATABRICKS_WSID=123123123123123
    # dev
    DATABRICKS_HOST_DEV=xxxxxxx-dev.cloud.databricks.com
    DATABRICKS_TOKEN_DEV=dapixxxxxxxxxxxxxxxxxxxxxxxxx
    DATABRICKS_WSID_DEV=123123123123124
    # prod
    DATABRICKS_HOST_PROD=xxxxxxx-prod.cloud.databricks.com
    DATABRICKS_TOKEN_PROD=dapixxxxxxxxxxxxxxxxxxxxxxxxx
    DATABRICKS_WSID_PROD=123123123123125

### Configuring `.databrickscfg`

For details on configuring please refer to documentation from Databricks CLI.

There is only one `{brickster}` specific feature and it is the inclusion of `wsid` alongside `host`/`token`.

`wsid` is used by the connections pane integration in RStudio as the underlying API’s require it.

### Posit Workbench Managed Databricks OAuth Credentials

Posit Workbench has a managed Databricks OAuth credentials feature, which allows users to sign into a Databricks workspace from the home page of Workbench when launching a session and then access Databricks resources as their own identity. When in an RStudio Pro session running on Posit Workbench with managed Databricks OAuth credentials selected, `{brickster}` functions using `db_host()`/`db_token()` respectively should just work without needing to specify any credentials in your R code. See the code below as an example.

    library(brickster)
    db_cluster_list()

`{brickster}` will automatically detect when a session has Workbench managed OAuth credentials and then use the `workbench` profile defined in a `.databrickscfg` file at the `DATABRICKS_CONFIG_FILE` specified location. Workbench generates this `.databrickscfg` file in a temporary directory and should not be modified directly.

To use an alternative `.databrickscfg` file, a different `profile`, an alternative env variable `DATABRICKS_HOST` or set an env variable `DATABRICKS_TOKEN`, launch an RStudio Pro session without the Databricks managed credentials box selected.