Collibra Hybrid Runner

• Requirements
• Data Mapping and Assumptions
• Metadata Ingestion
• Troubleshooting

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Requirements

• Username: A user account with privileges to read all metadata in Collibra
• Password: The password for the user account
• Host and Port: The URL of your Collibra instance (e.g., https://<your-instance>.collibra.com)

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Data Mapping and Assumptions

• Collibra glossaries will be mapped to Collate glossaries with their terms and relationships preserved.
• When Enable Asset Enrichment is enabled, the connector will match Collibra assets to existing Collate entities and enrich them with descriptions, tags, and ownership information from Collibra without creating new assets.
• Use the glossaryFilterPattern to include or exclude specific glossaries based on their names.
• Use the domainFilterPattern to include or exclude specific domains and communities based on their names.

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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 Collibra 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

• hostPort: Host and port of the Collibra instance.

https://<your-instance>.collibra.com

• username: Username to connect to Collibra. This user should have privileges to read all the metadata in Collibra.
• password: Password for the Collibra user account.
• glossaryFilterPattern: Regex pattern to include or exclude glossaries based on their names. Use this to control which glossaries are ingested. Examples:
  • Include specific glossaries: ^(BusinessGlossary|DataGlossary)$
  • Exclude test glossaries: ^(?!.*test).*$
• domainFilterPattern: Regex pattern to include or exclude domains and communities based on their names. Examples:
  • Include specific domains: ^(Finance|Sales)$
  • Exclude archived domains: ^(?!.*archived).*$
• enableEnrichment: When enabled, the connector will enrich existing Collate assets with metadata from Collibra (descriptions, tags, owners) by matching Collibra assets to Collate entities. This will not create new assets, only update existing ones. By default, this is set to false.

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Advanced Configuration

• 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.

password: secret:/my/database/password

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Test Connection

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Step 5: Configure Ingestion Options

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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 the core parameters for this agent. The following fields are available:

     Field	Default	Description
     Default Owner	—	Default owner applied to all entities when no specific 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 (user or team) for all databases.
     Database Schema Owner	—	Owner assigned to all ingested schemas. Accepts a single owner (user or team) for all schemas.
     Table Owner	—	Owner assigned to all ingested tables. Accepts a single owner (user or team) for all tables.
     Enable Inheritance	On	Enable child entities to inherit owner from parent entities when they don’t have a specific 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.
     JSON Schema Sample Size	10	Number of rows to sample for inferring JSON schema. A larger sample size provides more accurate schema inference but increases query time.
     Extract JSON Schema	Off	Extract JSON schema from JSON columns by sampling data. Requires SELECT permission on the tables. If disabled or SELECT fails, JSON columns are ingested without schema information.

     
   • Filter Patterns: Apply include or exclude rules to scope which databases, schemas, tables, and stored procedures this agent ingests. These follow the same filter options described in Step 5.
   • 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.
     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. Associated entities like lineage are also deleted.
     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.
     Include Tables	On	Ingest table metadata from the source. Turn off to skip tables entirely.
     Include Tags	On	Ingest tags from the source.
     Include Custom Properties	Off	Ingest connector-specific custom properties onto entities.
     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 Stored Procedures	On	Ingest stored procedure metadata.
     Include DDL Statements	Off	Ingest DDL statements alongside table metadata.
     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.

     
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