SAP SuccessFactors Hybrid Runner

• Requirements
• Metadata Ingestion
• Troubleshooting

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Requirements

• Your SAP SuccessFactors Company ID (tenant identifier) and OData API Base URL, for example https://api4.successfactors.com.
• A user permitted to call the OData API, authenticated with either:
  • Password: a username and password (BasicAuth).
  • Key pair: an OAuth2 Client ID, a PEM-encoded RSA private key, and the OAuth2 Token URL (OAuth2 SAML Bearer flow). The username is used as the SAML NameID (the user on whose behalf the token is requested) and must be permitted to use the OAuth2 application.

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Metadata Ingestion

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Step 1: Add New Service

1. In the left navigation, click Connections.
2. On the Connections page, click Add New Service.

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Step 2: Select a Service and Connector

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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 SAP SuccessFactors services you are ingesting metadata from.
• Optional: Enter a Description for the service.

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Step 4: Configure Connection Options

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Select Ingestion Runner

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Enter Connection Details

• Base URL: SAP SuccessFactors OData API base URL, for example https://api4.successfactors.com.
• Company ID: SAP SuccessFactors Company ID (tenant identifier). Required for all API calls.
• Username: SAP SuccessFactors user login name. For Password authentication, this is the credential username. For Key pair authentication, this is the SAML NameID: the user on whose behalf the token is requested. The user must exist in the SF system and be permitted to use the OAuth2 application.
• Client ID: OAuth2 Client ID. Required when using Key pair authentication.

• Password: Password for Password authentication. Required when using this method.
• Key pair: PEM-encoded RSA private key used to sign SAML assertions for the OAuth2 SAML Bearer flow. Required when using this method.

• Token URL: OAuth2 Token endpoint URL. Required when using Key pair authentication, for example https://api4.successfactors.com/oauth/token.
• API Version: SAP SuccessFactors OData API version. Defaults to v2.
• Database Name: Optional name to give to the database in Collate. If left blank, Collate uses default as the database name.
• Verify SSL: Client SSL verification. Defaults to no-ssl.

• CA Certificate: The CA certificate used for SSL validation.
• SSL Certificate: The SSL certificate used for client authentication.
• SSL Key: The SSL key used for client authentication.

password: secret:/my/database/password

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Test Connection

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Step 5: Configure Ingestion Options

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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.

• 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.

• Table: Controls which tables Collate ingests from the source.

• Scan Mode: You can choose between the following scan modes:
  • Scan all: Ingests every asset of that type the connector can access. This is the default.
  • Only specific: Enables include rules so only assets matching at least one rule are ingested.
• Always exclude: Add permanent exclusion rules (shown in red). Assets matching these rules are never ingested, regardless of include rules.
• Preview: Shows a real-time summary of what will be in scope based on your current rules.
• Include rules (available only in Only specific mode): Click + Add to define a rule. Added rules appear as chips; an asset is included if it matches any rule.

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Step 6: Create & Deploy

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Configure Metadata Agent and Schedule Ingestion

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. 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.

     Note: Available toggles vary by connector. Stored procedure options only appear for connectors that support stored procedures.
     
   • 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.

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Troubleshooting