> ## 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.

# Configure Metadata Ingestion

> Run your first metadata ingestion in Collate to populate the catalog with assets, schemas, lineage, and ownership from your connected data sources.

# Configure Metadata Ingestion

After a connector is added, set up a metadata ingestion agent to bring data into Collate automatically.

To configure the 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:

   * **Name**: 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 core parameters for metadata extraction.
   * **Filter Patterns**: Apply include or exclude rules to scope which databases, schemas, tables, and stored procedures this agent ingests.
   * **Scope & Behaviour**: Control how the agent handles metadata during ingestion.
   * **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.
     <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.

After ingestion completes, to view your added data assets in the Collate platform, click **Explore** in the left navigation menu. Next [Step 3 - Invite Users](/ai-2-0/getting-started/lets-get-started/invite-users).
