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DSM Onboarding

The onboarding flow runs once — the first time you connect BPP to your BigQuery dataset. It walks you through five steps: providing credentials, analysing the dataset, reviewing the schema, and activating the platform.

Video tutorial — A short walkthrough is available here: Watch on Loom (TODO!)

Step 1 — Connection & Dataset​

Connection & Dataset screen

The first time you log in to the platform you will be automatically redirected to the first page of the DSM where you will be asked to:

  1. Choose a Connection to Bigquery (or create one if you don't already have it)
  2. Select the BigQuery dataset you want to connect to BPP.
  3. Click Connect to proceed.

The service account you will use must have all the required GCP Permissions.

Step 2 — Analysis in progress​

Analysis in progress screen

BPP automatically scans your dataset and detects all available tables and fields.

The analysis typically takes a few minutes depending on dataset size. The screen refreshes automatically when the analysis is complete.

Step 3 — Review & Edit Metadata​

This step shows all tables detected in your dataset. For each table you can:

  • Mark as Used or Unused — only tables marked as Used are included in the active schema.

Review & Edit Metadata screen 1

  • Edit label and description — give each field a friendly name and description to make it easier to identify in audiences and signals.
  • Set the identifier type — for key fields (e.g. email, id), specify the identifier type so BPP can match users across tables.

Review & Edit Metadata screen 2

Once you have reviewed and configured all tables, click Validate & Continue.

info
  • All tables marked as Used must have at least one identifier field configured before you can proceed.
  • You can also specify if the field you selected as Identifier is a PII and requires hashing.

Step 4 — Used ID Summary​

Used ID Summary screen

This screen shows a consolidated view of all identifier groups across your configured tables. Review the groups to verify that the identity configuration is correct.

Each card represents one identifier type (e.g. email, crm_id). The fields inside the card are the individual table columns mapped to that identifier.

Click Activate to proceed to activation.

Step 5 — Activation & Onboarding Completed​

A confirmation modal explains that:

  • The platform will be temporarily unavailable during the initial reconciliation.
  • After activation, you will only be able to edit labels, descriptions, and visibility — not the schema structure.

Click Activate in the modal to confirm.

Onboarding completed screen

Once the reconciliation completes, the platform is live. You are automatically redirected to the BPP dashboard.

Tips​

  • You can return to previous steps during the review phase using the Back button.
  • The initial reconciliation usually can take hours. The redirect to the dashboard happens automatically.
  • After onboarding, use Tables Configuration to edit labels and descriptions without re-onboarding.
  • To add new BigQuery tables to the platform, use the Add Tables flow.
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