> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getcollate.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard Connectors

> Discover Collate dashboard connectors to integrate Tableau, PowerBI, Superset & more. Complete setup guides, configurations & metadata extraction.

# Dashboard Services

This is the supported list of connectors for Dashboard Services:

<CardGroup cols="2">
  <Card title="Domo" icon="https://mintcdn.com/collatedocs/sQLcFBJkf-K-wqlw/public/images/connectors/domo.webp?fit=max&auto=format&n=sQLcFBJkf-K-wqlw&q=85&s=a4857b2f080765f934e516ca7df81fe3" href="/ai-2-0/connectors/dashboard/domo-dashboard" horizontal width="400" height="400" data-path="public/images/connectors/domo.webp">
    <img src="https://mintcdn.com/collatedocs/qTqd1tlB8cqEVgXb/public/images/connectors/openmetadata-logo.png?fit=max&auto=format&n=qTqd1tlB8cqEVgXb&q=85&s=ad28bd1f2fd6ae2dd39f0703121c1653" style={{ position: 'absolute', top: '17px', right: '60px', width: 'auto', height: '16px', margin: '0' }} alt="OpenMetadata" width="69" height="83" data-path="public/images/connectors/openmetadata-logo.png" />

    <div className="prod-beta-chip prod">PROD</div>
  </Card>

  <Card title="Grafana" icon="https://mintcdn.com/collatedocs/NU2cty4wnF-KyKEi/public/images/connectors/grafana.png?fit=max&auto=format&n=NU2cty4wnF-KyKEi&q=85&s=027c3b0cabf620c0cb3f99e7c205588e" href="/ai-2-0/connectors/dashboard/grafana" horizontal width="512" height="512" data-path="public/images/connectors/grafana.png">
    <img src="https://mintcdn.com/collatedocs/qTqd1tlB8cqEVgXb/public/images/connectors/openmetadata-logo.png?fit=max&auto=format&n=qTqd1tlB8cqEVgXb&q=85&s=ad28bd1f2fd6ae2dd39f0703121c1653" style={{ position: 'absolute', top: '17px', right: '60px', width: 'auto', height: '16px', margin: '0' }} alt="OpenMetadata" width="69" height="83" data-path="public/images/connectors/openmetadata-logo.png" />

    <div className="prod-beta-chip beta">BETA</div>
  </Card>

  <Card title="Hex" icon="https://mintcdn.com/collatedocs/iER8mGFSfS-lAPO6/public/images/connectors/hex.webp?fit=max&auto=format&n=iER8mGFSfS-lAPO6&q=85&s=30225f8c80f5101f07e62d299519123f" href="/ai-2-0/connectors/dashboard/hex" horizontal width="2000" height="770" data-path="public/images/connectors/hex.webp">
    <img src="https://mintcdn.com/collatedocs/qTqd1tlB8cqEVgXb/public/images/connectors/openmetadata-logo.png?fit=max&auto=format&n=qTqd1tlB8cqEVgXb&q=85&s=ad28bd1f2fd6ae2dd39f0703121c1653" style={{ position: 'absolute', top: '17px', right: '60px', width: 'auto', height: '16px', margin: '0' }} alt="OpenMetadata" width="69" height="83" data-path="public/images/connectors/openmetadata-logo.png" />

    <div className="prod-beta-chip beta">BETA</div>
  </Card>

  <Card title="Lightdash" icon="https://mintcdn.com/collatedocs/iER8mGFSfS-lAPO6/public/images/connectors/lightdash.webp?fit=max&auto=format&n=iER8mGFSfS-lAPO6&q=85&s=0e4851425c51e3cf48226e04e55bc5d1" href="/ai-2-0/connectors/dashboard/lightdash" horizontal width="754" height="590" data-path="public/images/connectors/lightdash.webp">
    <img src="https://mintcdn.com/collatedocs/qTqd1tlB8cqEVgXb/public/images/connectors/openmetadata-logo.png?fit=max&auto=format&n=qTqd1tlB8cqEVgXb&q=85&s=ad28bd1f2fd6ae2dd39f0703121c1653" style={{ position: 'absolute', top: '17px', right: '60px', width: 'auto', height: '16px', margin: '0' }} alt="OpenMetadata" width="69" height="83" data-path="public/images/connectors/openmetadata-logo.png" />

    <div className="prod-beta-chip prod">PROD</div>
  </Card>

  <Card title="Looker" icon="https://mintcdn.com/collatedocs/iER8mGFSfS-lAPO6/public/images/connectors/looker.webp?fit=max&auto=format&n=iER8mGFSfS-lAPO6&q=85&s=f687fdd27d9d4155d7523e5725d9e4e5" href="/ai-2-0/connectors/dashboard/looker" horizontal width="360" height="360" data-path="public/images/connectors/looker.webp">
    <img src="https://mintcdn.com/collatedocs/qTqd1tlB8cqEVgXb/public/images/connectors/openmetadata-logo.png?fit=max&auto=format&n=qTqd1tlB8cqEVgXb&q=85&s=ad28bd1f2fd6ae2dd39f0703121c1653" style={{ position: 'absolute', top: '17px', right: '60px', width: 'auto', height: '16px', margin: '0' }} alt="OpenMetadata" width="69" height="83" data-path="public/images/connectors/openmetadata-logo.png" />

    <div className="prod-beta-chip prod">PROD</div>
  </Card>

  <Card title="Metabase" icon="https://mintcdn.com/collatedocs/zC_mCmaFzPIaL_6m/public/images/connectors/metabase.webp?fit=max&auto=format&n=zC_mCmaFzPIaL_6m&q=85&s=1acfb357ea1d6c0a7cea9a1e2db59721" href="/ai-2-0/connectors/dashboard/metabase" horizontal width="360" height="360" data-path="public/images/connectors/metabase.webp">
    <img src="https://mintcdn.com/collatedocs/qTqd1tlB8cqEVgXb/public/images/connectors/openmetadata-logo.png?fit=max&auto=format&n=qTqd1tlB8cqEVgXb&q=85&s=ad28bd1f2fd6ae2dd39f0703121c1653" style={{ position: 'absolute', top: '17px', right: '60px', width: 'auto', height: '16px', margin: '0' }} alt="OpenMetadata" width="69" height="83" data-path="public/images/connectors/openmetadata-logo.png" />

    <div className="prod-beta-chip prod">PROD</div>
  </Card>

  <Card title="MicroStrategy" icon="https://mintcdn.com/collatedocs/zC_mCmaFzPIaL_6m/public/images/connectors/microstrategy.webp?fit=max&auto=format&n=zC_mCmaFzPIaL_6m&q=85&s=a15a8d1c59c466da74a7191f970efb3a" href="/ai-2-0/connectors/dashboard/microstrategy" horizontal width="400" height="400" data-path="public/images/connectors/microstrategy.webp">
    <img src="https://mintcdn.com/collatedocs/qTqd1tlB8cqEVgXb/public/images/connectors/openmetadata-logo.png?fit=max&auto=format&n=qTqd1tlB8cqEVgXb&q=85&s=ad28bd1f2fd6ae2dd39f0703121c1653" style={{ position: 'absolute', top: '17px', right: '60px', width: 'auto', height: '16px', margin: '0' }} alt="OpenMetadata" width="69" height="83" data-path="public/images/connectors/openmetadata-logo.png" />

    <div className="prod-beta-chip prod">PROD</div>
  </Card>

  <Card title="Mode" icon="https://mintcdn.com/collatedocs/zC_mCmaFzPIaL_6m/public/images/connectors/mode.webp?fit=max&auto=format&n=zC_mCmaFzPIaL_6m&q=85&s=569ffa958f34be49c73f9cbb94f74f01" href="/ai-2-0/connectors/dashboard/mode" horizontal width="300" height="300" data-path="public/images/connectors/mode.webp">
    <img src="https://mintcdn.com/collatedocs/qTqd1tlB8cqEVgXb/public/images/connectors/openmetadata-logo.png?fit=max&auto=format&n=qTqd1tlB8cqEVgXb&q=85&s=ad28bd1f2fd6ae2dd39f0703121c1653" style={{ position: 'absolute', top: '17px', right: '60px', width: 'auto', height: '16px', margin: '0' }} alt="OpenMetadata" width="69" height="83" data-path="public/images/connectors/openmetadata-logo.png" />

    <div className="prod-beta-chip prod">PROD</div>
  </Card>

  <Card title="Omni" icon="https://mintcdn.com/collatedocs/EVIDIuQC6mtUySv4/public/images/connectors/omni.webp?fit=max&auto=format&n=EVIDIuQC6mtUySv4&q=85&s=7b2e8fdbbbdea0ee8835e90b3cbeb555" href="/ai-2-0/connectors/dashboard/omni" horizontal width="256" height="193" data-path="public/images/connectors/omni.webp">
    <img src="https://mintcdn.com/collatedocs/qTqd1tlB8cqEVgXb/public/images/connectors/openmetadata-logo.png?fit=max&auto=format&n=qTqd1tlB8cqEVgXb&q=85&s=ad28bd1f2fd6ae2dd39f0703121c1653" style={{ position: 'absolute', top: '17px', right: '60px', width: 'auto', height: '16px', margin: '0' }} alt="OpenMetadata" width="69" height="83" data-path="public/images/connectors/openmetadata-logo.png" />

    <div className="prod-beta-chip beta">BETA</div>
  </Card>

  <Card title="PowerBI" icon="https://mintcdn.com/collatedocs/kj7ZjFqdvAgAlfBX/public/images/connectors/power-bi.webp?fit=max&auto=format&n=kj7ZjFqdvAgAlfBX&q=85&s=aefc5954361651e8ab3f1447a0a72810" href="/ai-2-0/connectors/dashboard/powerbi" horizontal width="360" height="360" data-path="public/images/connectors/power-bi.webp">
    <img src="https://mintcdn.com/collatedocs/qTqd1tlB8cqEVgXb/public/images/connectors/openmetadata-logo.png?fit=max&auto=format&n=qTqd1tlB8cqEVgXb&q=85&s=ad28bd1f2fd6ae2dd39f0703121c1653" style={{ position: 'absolute', top: '17px', right: '60px', width: 'auto', height: '16px', margin: '0' }} alt="OpenMetadata" width="69" height="83" data-path="public/images/connectors/openmetadata-logo.png" />

    <div className="prod-beta-chip prod">PROD</div>
  </Card>

  <Card title="PowerBI Report Server" icon="https://mintcdn.com/collatedocs/kj7ZjFqdvAgAlfBX/public/images/connectors/power-bi.webp?fit=max&auto=format&n=kj7ZjFqdvAgAlfBX&q=85&s=aefc5954361651e8ab3f1447a0a72810" href="/ai-2-0/connectors/dashboard/powerbireportserver" horizontal width="360" height="360" data-path="public/images/connectors/power-bi.webp">
    <div className="prod-beta-chip prod">PROD</div>
  </Card>

  <Card title="Qlik Cloud" icon="https://mintcdn.com/collatedocs/kj7ZjFqdvAgAlfBX/public/images/connectors/qlikcloud.webp?fit=max&auto=format&n=kj7ZjFqdvAgAlfBX&q=85&s=e13768c1a78c99c3840d0830c1e5ec70" href="/ai-2-0/connectors/dashboard/qlikcloud" horizontal width="400" height="400" data-path="public/images/connectors/qlikcloud.webp">
    <img src="https://mintcdn.com/collatedocs/qTqd1tlB8cqEVgXb/public/images/connectors/openmetadata-logo.png?fit=max&auto=format&n=qTqd1tlB8cqEVgXb&q=85&s=ad28bd1f2fd6ae2dd39f0703121c1653" style={{ position: 'absolute', top: '17px', right: '60px', width: 'auto', height: '16px', margin: '0' }} alt="OpenMetadata" width="69" height="83" data-path="public/images/connectors/openmetadata-logo.png" />

    <div className="prod-beta-chip prod">PROD</div>
  </Card>

  <Card title="Qlik Sense" icon="https://mintcdn.com/collatedocs/kj7ZjFqdvAgAlfBX/public/images/connectors/qliksense.webp?fit=max&auto=format&n=kj7ZjFqdvAgAlfBX&q=85&s=caa266ca5451136aee77c0a35c357f0b" href="/ai-2-0/connectors/dashboard/qliksense" horizontal width="360" height="360" data-path="public/images/connectors/qliksense.webp">
    <img src="https://mintcdn.com/collatedocs/qTqd1tlB8cqEVgXb/public/images/connectors/openmetadata-logo.png?fit=max&auto=format&n=qTqd1tlB8cqEVgXb&q=85&s=ad28bd1f2fd6ae2dd39f0703121c1653" style={{ position: 'absolute', top: '17px', right: '60px', width: 'auto', height: '16px', margin: '0' }} alt="OpenMetadata" width="69" height="83" data-path="public/images/connectors/openmetadata-logo.png" />

    <div className="prod-beta-chip prod">PROD</div>
  </Card>

  <Card title="QuickSight" icon="https://mintcdn.com/collatedocs/kj7ZjFqdvAgAlfBX/public/images/connectors/quicksight.webp?fit=max&auto=format&n=kj7ZjFqdvAgAlfBX&q=85&s=bfee71e52cf259153555dce758a494c7" href="/ai-2-0/connectors/dashboard/quicksight" horizontal width="2400" height="2400" data-path="public/images/connectors/quicksight.webp">
    <img src="https://mintcdn.com/collatedocs/qTqd1tlB8cqEVgXb/public/images/connectors/openmetadata-logo.png?fit=max&auto=format&n=qTqd1tlB8cqEVgXb&q=85&s=ad28bd1f2fd6ae2dd39f0703121c1653" style={{ position: 'absolute', top: '17px', right: '60px', width: 'auto', height: '16px', margin: '0' }} alt="OpenMetadata" width="69" height="83" data-path="public/images/connectors/openmetadata-logo.png" />

    <div className="prod-beta-chip prod">PROD</div>
  </Card>

  <Card title="Redash" icon="https://mintcdn.com/collatedocs/kj7ZjFqdvAgAlfBX/public/images/connectors/redash.webp?fit=max&auto=format&n=kj7ZjFqdvAgAlfBX&q=85&s=b8619c853cc7889902d2170a70abcf72" href="/ai-2-0/connectors/dashboard/redash" horizontal width="360" height="360" data-path="public/images/connectors/redash.webp">
    <img src="https://mintcdn.com/collatedocs/qTqd1tlB8cqEVgXb/public/images/connectors/openmetadata-logo.png?fit=max&auto=format&n=qTqd1tlB8cqEVgXb&q=85&s=ad28bd1f2fd6ae2dd39f0703121c1653" style={{ position: 'absolute', top: '17px', right: '60px', width: 'auto', height: '16px', margin: '0' }} alt="OpenMetadata" width="69" height="83" data-path="public/images/connectors/openmetadata-logo.png" />

    <div className="prod-beta-chip prod">PROD</div>
  </Card>

  <Card title="SAP S/4HANA" icon="https://mintcdn.com/collatedocs/Ei5a3YQLPhABkgOd/public/images/connectors/saps4hana.png?fit=max&auto=format&n=Ei5a3YQLPhABkgOd&q=85&s=0a6b9e40dd7aea553b14fdb4e7ff7028" href="/ai-2-0/connectors/dashboard/saps4hana" horizontal width="500" height="500" data-path="public/images/connectors/saps4hana.png">
    <div className="prod-beta-chip beta">BETA</div>
  </Card>

  <Card title="Sigma" icon="https://mintcdn.com/collatedocs/piJyXg9wW6Ik1lg-/public/images/connectors/sigma.webp?fit=max&auto=format&n=piJyXg9wW6Ik1lg-&q=85&s=8e5da0b1475f58d91db64fc92d67b90e" href="/ai-2-0/connectors/dashboard/sigma" horizontal width="194" height="188" data-path="public/images/connectors/sigma.webp">
    <img src="https://mintcdn.com/collatedocs/qTqd1tlB8cqEVgXb/public/images/connectors/openmetadata-logo.png?fit=max&auto=format&n=qTqd1tlB8cqEVgXb&q=85&s=ad28bd1f2fd6ae2dd39f0703121c1653" style={{ position: 'absolute', top: '17px', right: '60px', width: 'auto', height: '16px', margin: '0' }} alt="OpenMetadata" width="69" height="83" data-path="public/images/connectors/openmetadata-logo.png" />

    <div className="prod-beta-chip prod">PROD</div>
  </Card>

  <Card title="SSRS" icon="https://mintcdn.com/collatedocs/vbAqX71ot42a81Ed/public/images/connectors/ssrs.webp?fit=max&auto=format&n=vbAqX71ot42a81Ed&q=85&s=cfc45615d7afa3322277a755e8ca9b63" href="/ai-2-0/connectors/dashboard/ssrs" horizontal width="112" height="112" data-path="public/images/connectors/ssrs.webp">
    <img src="https://mintcdn.com/collatedocs/qTqd1tlB8cqEVgXb/public/images/connectors/openmetadata-logo.png?fit=max&auto=format&n=qTqd1tlB8cqEVgXb&q=85&s=ad28bd1f2fd6ae2dd39f0703121c1653" style={{ position: 'absolute', top: '17px', right: '60px', width: 'auto', height: '16px', margin: '0' }} alt="OpenMetadata" width="69" height="83" data-path="public/images/connectors/openmetadata-logo.png" />

    <div className="prod-beta-chip beta">BETA</div>
  </Card>

  <Card title="Superset" icon="https://mintcdn.com/collatedocs/L7psA65ao88vmcRI/public/images/connectors/superset.webp?fit=max&auto=format&n=L7psA65ao88vmcRI&q=85&s=288855bce4a27780d5e13daab657373e" href="/ai-2-0/connectors/dashboard/superset" horizontal width="360" height="360" data-path="public/images/connectors/superset.webp">
    <img src="https://mintcdn.com/collatedocs/qTqd1tlB8cqEVgXb/public/images/connectors/openmetadata-logo.png?fit=max&auto=format&n=qTqd1tlB8cqEVgXb&q=85&s=ad28bd1f2fd6ae2dd39f0703121c1653" style={{ position: 'absolute', top: '17px', right: '60px', width: 'auto', height: '16px', margin: '0' }} alt="OpenMetadata" width="69" height="83" data-path="public/images/connectors/openmetadata-logo.png" />

    <div className="prod-beta-chip prod">PROD</div>
  </Card>

  <Card title="Tableau" icon="https://mintcdn.com/collatedocs/L7psA65ao88vmcRI/public/images/connectors/tableau.webp?fit=max&auto=format&n=L7psA65ao88vmcRI&q=85&s=3411e9e2d63c61d5a4d3dfe2ff6067ea" href="/ai-2-0/connectors/dashboard/tableau" horizontal width="360" height="360" data-path="public/images/connectors/tableau.webp">
    <img src="https://mintcdn.com/collatedocs/qTqd1tlB8cqEVgXb/public/images/connectors/openmetadata-logo.png?fit=max&auto=format&n=qTqd1tlB8cqEVgXb&q=85&s=ad28bd1f2fd6ae2dd39f0703121c1653" style={{ position: 'absolute', top: '17px', right: '60px', width: 'auto', height: '16px', margin: '0' }} alt="OpenMetadata" width="69" height="83" data-path="public/images/connectors/openmetadata-logo.png" />

    <div className="prod-beta-chip prod">PROD</div>
  </Card>

  <Card title="ThoughtSpot" icon="https://mintcdn.com/collatedocs/L7psA65ao88vmcRI/public/images/connectors/thoughtspot.webp?fit=max&auto=format&n=L7psA65ao88vmcRI&q=85&s=abdd3daebdc694b713635cb3946b28a8" href="/ai-2-0/connectors/dashboard/thoughtspot" horizontal width="1900" height="1900" data-path="public/images/connectors/thoughtspot.webp">
    <div className="prod-beta-chip beta">BETA</div>
  </Card>
</CardGroup>

If you have a request for a new connector, don't hesitate to reach out in [Slack](https://slack.open-metadata.org/) or
open a [feature request](https://github.com/open-metadata/OpenMetadata/issues/new/choose) in our GitHub repo.

## Configure Metadata Agent and Schedule Ingestion

The **Metadata Agent** extracts dashboards, charts, data models, and other structural metadata from your source and keeps your Collate catalog in sync. It powers discovery, lineage, and governance across your data assets.

When you click **Create & Deploy**, Collate automatically deploys a Metadata Agent for this service and triggers the first ingestion run. View its status and run history from the **Agents** tab on the service detail page.

To configure the additional Metadata Agent and schedule ingestion, follow these steps:

1. In the left navigation, click **Connections** and select your service.

2. Click the **Agents** tab.

3. Click **Add Agent** and select **Metadata** from the dropdown.
   <img src="https://mintcdn.com/collatedocs/bv5oe4uRjuorTJO1/public/images/ai-2.0/connectors/metadata-ingestion/add-metadata-agent.png?fit=max&auto=format&n=bv5oe4uRjuorTJO1&q=85&s=accad7d1c4ddf209781bff851d51d464" alt="Add Metadata Agent" width="2398" height="1144" data-path="public/images/ai-2.0/connectors/metadata-ingestion/add-metadata-agent.png" />
   For some services, the dropdown is not available and clicking **Add Agent** takes you directly to the agent configuration page.

4. On the **Configure Ingestion** page, do the following and click **Next**.

   * **Name this Ingestion**: Enter a unique recognizable name for this ingestion pipeline.

     <img src="https://mintcdn.com/collatedocs/bv5oe4uRjuorTJO1/public/images/ai-2.0/connectors/metadata-ingestion/metadata-agent-name.png?fit=max&auto=format&n=bv5oe4uRjuorTJO1&q=85&s=d5ec1f0f3742cadab8cd54c602c97239" alt="Name this Ingestion" width="1578" height="644" data-path="public/images/ai-2.0/connectors/metadata-ingestion/metadata-agent-name.png" />

   * **Agent Setup**: Configure ingestion parameters. The following fields are available:

     | Field                    | Default | Description                                                                                                                                                                                                                                                                                                                                            |
     | ------------------------ | ------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
     | Db Service Prefixes      | —       | List of database service name prefixes used to resolve lineage between dashboards and database assets. Accepted formats: `DBService`, `DBService.Database`, `DBService.Database.Schema`, `DBService.Database.Schema.Table`.                                                                                                                            |
     | Query Parser Type        | Auto    | Select the SQL parser used for lineage extraction from dashboard queries. **Auto** selects the best available parser automatically. **SqlGlot** is a high-performance parser with excellent dialect support; falls back to SqlParse on failure. **SqlFluff** is a comprehensive parser with strong dialect support; falls back to SqlParse on failure. |
     | Mark Deleted Dashboards  | On      | Soft-delete dashboards in Collate when they are removed from the source. Associated lineage is also deleted.                                                                                                                                                                                                                                           |
     | Mark Deleted Data Models | On      | Soft-delete data models in Collate when they are removed from the source. Associated lineage is also deleted.                                                                                                                                                                                                                                          |
     | Mark Deleted Charts      | On      | Soft-delete charts in Collate when they are removed from the source.                                                                                                                                                                                                                                                                                   |
     | Include Data Models      | On      | Ingest data model metadata.                                                                                                                                                                                                                                                                                                                            |
     | Include Draft Dashboards | On      | Ingest dashboards that are in draft state.                                                                                                                                                                                                                                                                                                             |
     | Include Usage            | On      | Collect and ingest usage statistics for dashboards.                                                                                                                                                                                                                                                                                                    |

     <img src="https://mintcdn.com/collatedocs/VsJxWKWlvReeFtlo/public/images/ai-2.0/connectors/metadata-ingestion/Dashboard/dashboard-agent-setup.png?fit=max&auto=format&n=VsJxWKWlvReeFtlo&q=85&s=4331bedb92cf4fc886548ed7e9d9caf7" alt="Agent Setup" width="1570" height="1434" data-path="public/images/ai-2.0/connectors/metadata-ingestion/Dashboard/dashboard-agent-setup.png" />

   * **Filter Patterns**: Apply include or exclude rules to scope which dashboards, charts, data models, and projects this agent ingests. These follow the same filter options described in **Step 5**.

     <img src="https://mintcdn.com/collatedocs/VsJxWKWlvReeFtlo/public/images/ai-2.0/connectors/metadata-ingestion/Dashboard/dashboard-filter-pattern.png?fit=max&auto=format&n=VsJxWKWlvReeFtlo&q=85&s=fafba3522eb159607f520f8252cace56" alt="Filter Patterns" width="1546" height="844" data-path="public/images/ai-2.0/connectors/metadata-ingestion/Dashboard/dashboard-filter-pattern.png" />

   * **Scope & Behaviour**: Control what metadata to include and how to handle deletions. Toggle each option on or off based on your needs:

     | Toggle                 | Default | Description                                                                                                                                                                                           |
     | ---------------------- | ------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
     | Enable Debug Log       | Off     | Sets the ingestion log level to DEBUG. Useful for troubleshooting.                                                                                                                                    |
     | Include Current Owners | Off     | When enabled, replaces the current owner with a new owner from the source if the current owner is null. Recommended to keep enabled during the first metadata ingestion to capture owner information. |
     | Include Tags           | On      | Ingest tags from the source.                                                                                                                                                                          |
     | Override Metadata      | Off     | When on, source values overwrite existing descriptions, tags, owners, and display names in Collate. When off, Collate only updates fields that have no existing value.                                |
     | Override Lineage       | Off     | When on, existing lineage is replaced with newly extracted lineage on each run.                                                                                                                       |

     <img src="https://mintcdn.com/collatedocs/VsJxWKWlvReeFtlo/public/images/ai-2.0/connectors/metadata-ingestion/Dashboard/dashboard-scope-bahaviour.png?fit=max&auto=format&n=VsJxWKWlvReeFtlo&q=85&s=b62494bc009ab02b79062e74519e89de" alt="Scope & Behaviour" width="1552" height="1014" data-path="public/images/ai-2.0/connectors/metadata-ingestion/Dashboard/dashboard-scope-bahaviour.png" />

5. On the **Schedule Interval** page, set when the agent runs:

   * **Schedule**: Choose a preset interval (Hourly, Daily, Weekly, Monthly) or enter a custom cron expression.
   * **On-Demand**: No automatic schedule; trigger the agent manually when needed.

   <img src="https://mintcdn.com/collatedocs/bv5oe4uRjuorTJO1/public/images/ai-2.0/connectors/metadata-ingestion/schedule.png?fit=max&auto=format&n=bv5oe4uRjuorTJO1&q=85&s=25cc1d78f6f2a8bd115830d034d1d8d1" alt="Schedule Interval" width="1588" height="1044" data-path="public/images/ai-2.0/connectors/metadata-ingestion/schedule.png" />

6. Click **Add** to deploy the agent.
