### Step 2: Select a Service and Connector
From the service type dropdown, select **Database Services**, then click the **SAP BW/4HANA** 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 SAP BW/4HANA services you are ingesting metadata from.
* Optional: Enter a **Description** for the service.
#### Enter Connection Details
Enter the connection details for SAP BW/4HANA. The right-hand panel in the UI displays inline help for each field.
* **Host and Port**: Host and port of the SAP HANA instance underlying BW/4HANA. Specify as `hostname:port`, e.g. `hana-host:30015`. This is the standard HANA SQL port — not the BW application server address.
* **Username**: HANA database username with `SELECT` access to the BW ABAP catalog tables listed in the Requirements section above.
* **Password**: Password for the HANA database user.
* **ABAP Schema**: Schema name in HANA where the BW/4HANA ABAP metadata tables reside. Defaults to `SAPHANADB`. To confirm the correct value on your system, run:
```sql theme={null}
SELECT SCHEMA_NAME FROM SYS.TABLES WHERE TABLE_NAME = 'RSOADSO';
```
* **Schema Filter Pattern**: Regex pattern to include or exclude InfoAreas (which map to schemas). System InfoAreas starting with `0` or `/` are automatically excluded by the connector.
* **Table Filter Pattern**: Regex pattern to include or exclude InfoProviders — ADSOs, CompositeProviders, and BEx Queries (which map to tables/views).
#### Test Connection
Once the credentials have been added, click on **Test Connection** and **Save** the changes.
### Step 5: Configure Ingestion Options
In the **What to Ingest** step, use filter patterns to control which assets Collate ingests from your SAP BW/4HANA 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.
## Troubleshooting