> ## 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.

# Collate SaaS Setup

> Connect a database service in Collate SaaS, allow IP access, test the connection, and run your first metadata extraction.

## Collate SaaS

Collate SaaS is the simplest way to connect a data source. Collate connects directly to your data source from its cloud — no local agent or additional infrastructure required.

<Tip>
  **Tip**:
  **When to use this**: Use Collate SaaS when your data source is accessible from the internet or you're able to allowlist an IP address in your data source's firewall settings.
</Tip>

### Setting Up a Database Service

To set up a database service, follow these steps:

1. Log in to the Collate platform.

2. In the left navigation bar, select **Connections** and click **Add New Service**.

   <img src="https://mintcdn.com/collatedocs/bv5oe4uRjuorTJO1/public/images/ai-2.0/connectors/metadata-ingestion/add-new-service.png?fit=max&auto=format&n=bv5oe4uRjuorTJO1&q=85&s=733cef1141ef13d318634aa9f407eb2b" width="2992" height="1256" data-path="public/images/ai-2.0/connectors/metadata-ingestion/add-new-service.png" />

3. On the **Add New Service** page, select the service type and click the connector you want to add.

   <img src="https://mintcdn.com/collatedocs/ZqXWD0tEXLu1jde7/public/images/ai-2.0/getting-started/select-service.png?fit=max&auto=format&n=ZqXWD0tEXLu1jde7&q=85&s=1a3cbacee29ff65c5a379ec564dc177e" alt="Selecting Service Type" width="2382" height="1154" data-path="public/images/ai-2.0/getting-started/select-service.png" />

4. Enter a unique **Service Name**. Optionally, add a description.

5. In the **Ingestion Runner** drop-down, select **Collate SaaS Agent**.

   <img src="https://mintcdn.com/collatedocs/ZqXWD0tEXLu1jde7/public/images/ai-2.0/getting-started/select-ingestion-runner.png?fit=max&auto=format&n=ZqXWD0tEXLu1jde7&q=85&s=8c6e5ff4e0a1ef5f3f95546de4101047" alt="Selecting Ingestion Runner" width="1788" height="530" data-path="public/images/ai-2.0/getting-started/select-ingestion-runner.png" />

6. Enter the **Connection Details**.

   <Note>
     **Note**: The connection details vary based on the selected service type and connector.
   </Note>

   For more information about configuring each connector, see [Connector](/ai-2-0/connectors).

7. In the Connection Details, you will see the IP Address unique to your cluster. Add this IP to your data source's allowlist so Collate can access your data source.

   <Note>
     **Note**: This step applies to Collate SaaS only. If you're using the Hybrid Runner, no IP allowlist is needed — the runner connects from inside your own infrastructure.
   </Note>

   <img src="https://mintcdn.com/collatedocs/x9hR_QWXd39IXESB/public/images/getting-started/collate-saas-ip.png?fit=max&auto=format&n=x9hR_QWXd39IXESB&q=85&s=c32fa6208d1f773c28a4fb6f06ee31e5" alt="Collate SaaS IP" width="1636" height="242" data-path="public/images/getting-started/collate-saas-ip.png" />

8. Click **Test Connection**. The test confirms the service is reachable and the credentials are valid.

   After connection test is successful, click **Next: What to Ingest**.

9. Set the filter patterns to control which assets Collate ingests from your database service. Filter patterns use regular expressions applied to asset names.

10. Click **Create & Deploy**. Collate saves the service configuration and immediately begins pulling metadata from the source.

    When you click **Create & Deploy** the services, Collate automatically deploys a Metadata Agent for this service and triggers the first ingestion run. You can view its status and run history from the **Agents** tab on the service detail page.

To manually configure the metadata agent and schedule the ingestion, see [Step 2 - Configure Metadata Agent and Schedule Ingestion](/ai-2-0/getting-started/lets-get-started/ingest-metadata).