### Step 2: Select a Service and Connector
From the service type dropdown, select **Database Services**, then click the **Athena** connector tile.
### Step 3: Add Service Name and Description
* Enter a unique, descriptive **Service Name**. Collate identifies services by their service name. Enter a name that distinguishes this deployment from other Athena services you are ingesting metadata from.
* Optional: Enter a **Description** for the service.
#### Enter Connection Details
Enter the connection details for Athena. The right-hand panel in the UI displays inline help for each field.
* **AWS Access Key ID and AWS Secret Access Key**: When you interact with AWS, you specify your AWS security credentials to verify who you are and whether you have
permission to access the resources that you are requesting. AWS uses the security credentials to authenticate and
authorize your requests ([docs](https://docs.aws.amazon.com/IAM/latest/UserGuide/security-creds.html)).
Access keys consist of two parts: An **access key ID** (for example, `AKIAIOSFODNN7EXAMPLE`), and a **secret access key** (for example, `wJalrXUtnFEMI/K7MDENG/bPxRfiCYEXAMPLEKEY`).
You must use both the access key ID and secret access key together to authenticate your requests.
You can find further information on [how to manage your access keys](https://docs.aws.amazon.com/IAM/latest/UserGuide/id_credentials_access-keys.html).
* **AWS Region**: Each AWS Region is a separate geographic area in which AWS clusters data centers ([docs](https://docs.aws.amazon.com/AmazonRDS/latest/UserGuide/Concepts.RegionsAndAvailabilityZones.html)).
As AWS can have instances in multiple regions, we need to know the region the service you want to reach belongs to.
Note that the AWS Region is the only required parameter when configuring a connection. When connecting to the
services programmatically, there are different ways in which we can extract and use the rest of AWS configurations.
You can find further information about [configuring your credentials](https://boto3.amazonaws.com/v1/documentation/api/latest/guide/credentials.html#configuring-credentials).
* **AWS Session Token (optional)**: If you are using temporary credentials to access your services, you will need to inform the AWS Access Key ID
and AWS Secrets Access Key. Also, these will include an AWS Session Token.
You can find more information on [Using temporary credentials with AWS resources](https://docs.aws.amazon.com/IAM/latest/UserGuide/id_credentials_temp_use-resources.html).
* **Endpoint URL (optional)**: To connect programmatically to an AWS service, you use an endpoint. An *endpoint* is the URL of the
entry point for an AWS web service. The AWS SDKs and the AWS Command Line Interface (AWS CLI) automatically uses the
default endpoint for each service in an AWS Region. But you can specify an alternate endpoint for your API requests.
Find more information on [AWS service endpoints](https://docs.aws.amazon.com/general/latest/gr/rande.html).
* **Profile Name**: A named profile is a collection of settings and credentials that you can apply to an AWS CLI command.
When you specify a profile to run a command, the settings and credentials are used to run that command.
Multiple named profiles can be stored in the config and credentials files.
You can inform this field if you'd like to use a profile other than `default`.
Find more information about [Named profiles for the AWS CLI](https://docs.aws.amazon.com/cli/latest/userguide/cli-configure-profiles.html).
* **Assume Role Arn**: Typically, you use `AssumeRole` within your account or for cross-account access. In this field you'll set the
`ARN` (Amazon Resource Name) of the policy of the other account.
A user who wants to access a role in a different account must also have permissions that are delegated from the account
administrator. The administrator must attach a policy that allows the user to call `AssumeRole` for the `ARN` of the role in the other account.
This is a required field if you'd like to `AssumeRole`.
Find more information on [AssumeRole](https://docs.aws.amazon.com/STS/latest/APIReference/API_AssumeRole.html).
When using Assume Role authentication, ensure you provide the following details:
* **AWS Region**: Specify the AWS region for your deployment.
* **Assume Role ARN**: Provide the ARN of the role in your AWS account that Collate will assume.
* **Assume Role Session Name**: An identifier for the assumed role session. Use the role session name to uniquely identify a session when the same role
is assumed by different principals or for different reasons.
By default, we'll use the name `OpenMetadataSession`.
Find more information about the [Role Session Name](https://docs.aws.amazon.com/STS/latest/APIReference/API_AssumeRole.html#:~:text=An%20identifier%20for%20the%20assumed%20role%20session.).
* **Assume Role Source Identity**: The source identity specified by the principal that is calling the `AssumeRole` operation. You can use source identity
information in AWS CloudTrail logs to determine who took actions with a role.
Find more information about [Source Identity](https://docs.aws.amazon.com/STS/latest/APIReference/API_AssumeRole.html#:~:text=Required%3A%20No-,SourceIdentity,-The%20source%20identity).
* **S3 Staging Directory**: The S3 staging directory is an optional parameter. Enter a staging directory to override the default staging directory for AWS Athena.
* **Athena Workgroup**: The Athena workgroup is an optional parameter. If you wish to have your Athena connection related to an existing AWS workgroup add your workgroup name here.
#### Advanced Configuration
Database Services have an Advanced Configuration section, where you can pass extra arguments to the connector and, if needed, change the connection Scheme. This would only be required to handle advanced connectivity scenarios or customizations.
* **Connection Options (Optional)**: Enter the details for any additional connection options that can be sent to database during the connection. These details must be added as Key-Value pairs.
* **Connection Arguments (Optional)**: Enter the details for any additional connection arguments such as security or protocol configs that can be sent during the connection. These details must be added as Key-Value pairs.
### Step 5: Configure Ingestion Options
In the **What to Ingest** step, use filter patterns to control which assets Collate ingests from your database service. Filter patterns use regular expressions applied to asset names.
#### How Filter Patterns Work
* **Include**: Add one or more comma-separated regular expressions. Collate ingests only assets whose names match at least one expression. Leave blank to include all assets.
* **Exclude**: Add one or more comma-separated regular expressions. Collate skips any asset whose name matches an expression. Leave blank to exclude nothing.
Rules match asset names using one of five expressions:
* **contains**: matches any name containing the value. For example, `sales` matches `my_sales_data` and `sales_2024`.
* **starts with**: matches names beginning with the value. For example, `prod_` matches `prod_db` and `prod_schema`.
* **ends with**: matches names ending with the value. For example, `_raw` matches `events_raw` and `logs_raw`.
* **is exactly**: matches the exact name only. For example, `analytics` matches only `analytics`.
* **matches regex**: matches names using a regular expression. For example, `^prod_.*_v\d+$` matches `prod_events_v1`.
When both Include and Exclude are set, Exclude takes priority.
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.
* **Agent Setup**: Configure core parameters for metadata extraction. The following fields are available:
| Field | Default | Description |
| ------------------------------------- | ------- | ------------------------------------------------------------------------------------------------------------------------ |
| Default Owner | — | Owner applied to all entities when no specific level owner is configured. Accepts a user or team name/email. |
| Service Owner | — | Owner assigned to the service entity. |
| Database Owner | — | Owner assigned to all ingested databases. Accepts a single owner or a per-database name mapping. |
| Database Schema Owner | — | Owner assigned to all ingested schemas. Accepts a single owner or a per-schema name mapping. |
| Table Owner | — | Owner assigned to all ingested tables. Accepts a single owner or a per-table name mapping. |
| Enable Inheritance | On | When on, child entities inherit the owner from their parent when they have no owner configured. |
| Query Log Duration | 1 | Number of days to look back in query logs when processing stored procedure results. |
| Query Parsing Timeout Limit | 300 | Timeout in seconds for parsing a single query. |
| Number of Threads | 1 | Number of threads to use for parallel table ingestion. |
| Incremental Extraction | Off | When enabled, subsequent runs only extract entities changed since the last successful run. |
| Successful Pipeline Run Lookback Days | 7 | Number of days to search back for a prior successful run to use as a baseline for incremental extraction. |
| Safety Margin Days | 1 | Additional days added to the baseline timestamp as a buffer for incremental extraction. |
| JSON Schema Sample Size | 10 | Number of rows sampled to infer JSON column schema. Only applies when Extract JSON Schema is enabled in Advanced Config. |
* **Filter Patterns**: Apply include or exclude rules to scope which databases, schemas, tables, and stored procedures this agent ingests. For more information about various filter options, see **Step 5: Configure Ingestion Options**.
* **Scope & Behaviour**: Control how the agent handles metadata during ingestion. Toggle each option on or off based on your needs:
| Toggle | Default | Description |
| ------------------------------ | ------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Include Tables | On | Ingest table metadata from the source. Turn off to skip tables entirely. |
| Include Tags | On | Ingest tags from the source. |
| Include Stored Procedures | On | Ingest stored procedure metadata. |
| Include DDL Statements | Off | Ingest DDL statements alongside table metadata. |
| Include Owners | Off | Assign owners to ingested entities when the source owner's email matches a user in Collate. Does not overwrite an existing owner. |
| Include Custom Properties | Off | Ingest connector-specific custom properties onto entities. |
| Mark Deleted Tables | On | Soft-delete tables in Collate when they are removed from the source. Applies only within the currently ingested schema. |
| Mark Deleted Stored Procedures | On | Soft-delete stored procedures in Collate when they are removed from the source. |
| Mark Deleted Schemas | Off | Soft-delete schemas and all their child assets when removed from the source. |
| Mark Deleted Databases | Off | Soft-delete databases and all their child assets when removed 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. |
| Enable Debug Log | Off | Sets the ingestion log level to DEBUG. Useful for troubleshooting. |
* **Advanced Config**: Optional connector-specific settings such as Include Views and Extract JSON Schema.
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.
6. Click **Add** to deploy the agent.
## Reverse Metadata
* **Description Management**: Athena supports description updates at the following level:
* Table level
* **Owner Management**: Owner management is not supported for Athena.
* **Tag Management**: Tag management is not supported for Athena.
* **Custom SQL Template**: Athena supports custom SQL templates for metadata changes. The template is interpreted using python f-strings.
Following is the example of custom SQL queries for metadata changes:
```sql theme={null}
-- Update table description
ALTER TABLE {schema}.{table} SET TBLPROPERTIES ('comment' = {description});
```
The list of variables for custom SQL can be found [here](/ai-2-0/admin-guide/applications/reverse-metadata#custom-sql-templates).
For more information about reverse metadata ingestion, see [Reverse Metadata Application](/ai-2-0/admin-guide/applications/reverse-metadata).
## Troubleshooting