DeltaLake Connector | Collate Data Lake Integration

• Requirements
• Metadata Ingestion
• dbt Integration
• Troubleshooting

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Requirements

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S3 Permissions

{
    "Version": "2012-10-17",
    "Statement": [
        {
            "Effect": "Allow",
            "Action": [
                "s3:GetObject",
                "s3:ListBucket"
            ],
            "Resource": [
                "arn:aws:s3:::<my bucket>",
                "arn:aws:s3:::<my bucket>/*"
            ]
        }
    ]
}

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Metadata Ingestion

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Step 1: Add New Service

1. Navigate to Settings > Services and select Database Services.
2. 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 Delta Lake 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

• Metastore Host Port: Enter the Host & Port of Hive Metastore Service to configure the Spark Session. Either of metastoreHostPort, metastoreDb or metastoreFilePath is required.
• Metastore File Path: Enter the file path to local Metastore in case Spark cluster is running locally. Either of metastoreHostPort, metastoreDb or metastoreFilePath is required.
• Metastore DB: The JDBC connection to the underlying Hive metastore DB. Either of metastoreHostPort, metastoreDb or metastoreFilePath is required.
• appName (Optional): Enter the app name of spark session.
• Connection Arguments (Optional): Key-value pairs used to pass extra config elements to the Spark Session builder. Collate internally runs pyspark 3.X and delta-lake 2.0.0, so Spark configuration options must target 3.X. Metastore Host Port When connecting to an external metastore using the Metastore Host Port parameter, Collate prepares a Spark Session with the following configuration:

.config("hive.metastore.uris", "thrift://{connection.metastoreHostPort}")

.config("spark.driver.extraJavaOptions", "-Dderby.system.home={connection.metastoreFilePath}")

• For all supported configurations, see the Spark configuration documentation.
• For more information about the Hive metastore, see the Spark Hive tables documentation and The Internals of Spark SQL book. Metastore Database Connect to the metastore directly by pointing to the Hive Metastore db, for example, jdbc:mysql://localhost:3306/demo_hive. This requires the common database settings (url, username, password) and the driver class name for the JDBC metastore. Provide the driver to the ingestion image and pass the classpath used in the Spark Configuration under spark.driver.extraClassPath.

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Connection Details for StorageConfig - S3

• AWS Access Key ID and AWS Secret Access Key: When you interact with AWS, you specify your AWS security credentials to verify who you are and whether you have permission to access the resources that you are requesting. AWS uses the security credentials to authenticate and authorize your requests (docs). Access keys consist of two parts: An access key ID (for example, AKIAIOSFODNN7EXAMPLE), and a secret access key (for example, wJalrXUtnFEMI/K7MDENG/bPxRfiCYEXAMPLEKEY). You must use both the access key ID and secret access key together to authenticate your requests. You can find further information on how to manage your access keys.
• AWS Region: Each AWS Region is a separate geographic area in which AWS clusters data centers (docs). AWS can have instances in multiple regions. Specify the region where the service you want to reach is located. Note that the AWS Region is the only required parameter when configuring a connection. When connecting to the services programmatically, you can extract and use the rest of the AWS configurations in different ways. You can find further information about configuring your credentials.
• AWS Session Token (optional): If you are using temporary credentials to access your services, you will need to provide the AWS Access Key ID and AWS Secret Access Key. Also, these will include an AWS Session Token. You can find more information on Using temporary credentials with AWS resources.
• Endpoint URL (optional): To connect programmatically to an AWS service, you use an endpoint. An endpoint is the URL of the entry point for an AWS web service. The AWS SDKs and the AWS Command Line Interface (AWS CLI) automatically use the default endpoint for each service in an AWS Region. But you can specify an alternate endpoint for your API requests. Find more information on AWS service endpoints.
• Profile Name: A named profile is a collection of settings and credentials that you can apply to an AWS CLI command. When you specify a profile to run a command, the settings and credentials are used to run that command. Multiple named profiles can be stored in the config and credentials files. You can inform this field if you’d like to use a profile other than default. Find more information about Named profiles for the AWS CLI.
• Assume Role Arn: Typically, you use AssumeRole within your account or for cross-account access. In this field you’ll set the ARN (Amazon Resource Name) of the policy of the other account. A user who wants to access a role in a different account must also have permissions that are delegated from the account administrator. The administrator must attach a policy that allows the user to call AssumeRole for the ARN of the role in the other account. This is a required field if you’d like to AssumeRole. Find more information on AssumeRole.
• Assume Role Session Name: An identifier for the assumed role session. Use the role session name to uniquely identify a session when the same role is assumed by different principals or for different reasons. By default, Collate uses the name OpenMetadataSession. Find more information about the Role Session Name.
• Assume Role Source Identity: The source identity specified by the principal that is calling the AssumeRole operation. You can use source identity information in AWS CloudTrail logs to determine who took actions with a role. Find more information about Source Identity.

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Advanced Configuration

• Connection Options (Optional): Enter the details for any additional connection options that can be sent to the 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.

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Test Connection

1. Click Test Connection to verify the credentials.
2. After the test succeeds, click Save.

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Step 5: Configure Ingestion Options

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How Filter Patterns Work

• Include: Add one or more comma-separated values. Each value uses one of the following match types. Collate ingests only assets whose names match at least one rule. Leave blank to include all assets.
• Exclude: Add one or more comma-separated values. Each value uses one of the following match types. Collate skips any asset whose name matches a rule. 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.

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Filter Options

• Database: Controls which databases Collate ingests from the source.
• Schema: Controls which schemas within the ingested databases are included.
• Table: Controls which tables and views within the ingested schemas are included.

• Scan Mode: 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.
• Exclude system toggle: Use this toggle to filter out system-reserved names defined by the connector for that asset type.
• 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: 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. Navigate to Settings > Services and select the Databases service.
2. Select your service and 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 any entity that has no owner from a more specific field below. Accepts a user or a team, by name or email.
     Service Owner	—	Not applied during ingestion. This field doesn’t affect the owners of databases, schemas, or tables.
     Database Owner	—	Owner assigned to every database this agent ingests. Accepts either one owner for all of them, or a mapping of specific owners per database.
     Database Schema Owner	—	Owner assigned to every schema this agent ingests. Accepts either one owner for all of them, or a mapping of specific owners per schema.
     Table Owner	—	Owner assigned to every table this agent ingests. Accepts either one owner for all of them, or a mapping of specific owners per table.
     Enable Inheritance	On	When on, a schema or table with no match of its own inherits the owner resolved for its parent. Default Owner still applies when nothing else resolves an owner.
     Query Log Duration	1	How many days of query logs to look back through when processing stored procedure results.
     Query Parsing Timeout Limit	300	How many seconds to spend parsing a single query before giving up on it and moving to the next. Raise this if large or complex queries are being skipped.
     Number of Threads	1	How many tables to ingest in parallel. Raising this can speed up ingestion on databases with many tables, at the cost of more load on the source.
     Incremental Extraction	Off	When on, a run extracts only entities that changed since the last successful run, instead of re-scanning everything every time. Faster on large, mostly-unchanged databases.
     Successful Pipeline Run Lookback Days	7	Only used when Incremental Extraction is on. How many days back to search for a prior successful run to use as the starting point for “what changed since then.”
     Safety Margin Days	1	Only used when Incremental Extraction is on. Extra days added before that starting point, as a buffer so changes that were still in flight when the last run finished aren’t missed.
     Extract JSON Schema	Off	Sample values in JSON columns to infer and ingest their schema, so the individual fields inside a JSON column are visible in Collate rather than just “JSON”. Requires SELECT permission on the sampled tables; if that permission is missing, the JSON column is still ingested, just without a detailed schema.
     JSON Schema Sample Size	10	Only used when Extract JSON Schema is on. Number of rows sampled per JSON column to infer its schema. A larger sample gives more accurate results but takes longer to run.

     For more information, see Hierarchical Owner Configuration.
   • 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 how the agent handles metadata during ingestion. Toggle each option on or off based on your needs:

     Toggle	Default	Description
     Include Tables	On	Ingest tables and their columns. Turn off to skip tables entirely, for example if this agent exists only to pull tags or stored procedures.
     Include Tags	On	Ingest tags already defined on tables/columns in the source system (for example, a classification tag applied in Snowflake) and bring them into Collate as tags on the same assets.
     Include Stored Procedures	On	Ingest stored procedures as their own assets, so they show up in the catalog and can be linked into lineage.
     Include DDL Statements	Off	Also ingest the raw CREATE TABLE / CREATE VIEW statement for each asset, so it’s viewable in Collate alongside the asset’s metadata.
     Include Owners	Off	When an ingested asset’s owner in the source system is an email that matches an existing Collate user, assign that user as the asset’s owner. Never overwrites an owner an asset already has in Collate.
     Include Custom Properties	Off	Ingest source-specific metadata that doesn’t map to a standard Collate field (for example, a database-specific attribute) into custom properties on the asset, if custom properties have been defined for that entity type.
     Mark Deleted Tables	On	If a table this agent previously ingested no longer exists in the source, soft-delete it in Collate too. Only affects tables within schemas this agent actually scans.
     Mark Deleted Stored Procedures	On	Same as Mark Deleted Tables, but for stored procedures.
     Mark Deleted Schemas	Off	If an entire schema this agent previously ingested no longer exists in the source, soft-delete the schema and everything in it.
     Mark Deleted Databases	Off	If an entire database this agent previously ingested no longer exists in the source, soft-delete the database and everything in it.
     Override Metadata	Off	On: values from the source (descriptions, tags, owners, display names) always overwrite what’s currently in Collate, even if someone edited it there. Off: Collate only fills in fields that are still empty, so manual edits in Collate are preserved.
     Enable Debug Log	Off	Run this ingestion at DEBUG log verbosity instead of the normal level. Turn on when troubleshooting a failing or unexpected run; leave off otherwise, since debug logs are much larger.

     Note: Available toggles vary by connector. Stored procedure options only appear for connectors that support stored procedures.
     
   • Advanced Config: Driver-level options (connection arguments, scheme, and timeouts). Most connections never need these, and they vary by connector. This section also has one ingestion-scope toggle:

     Toggle	Default	Description
     Include Views	On	Ingest views in addition to tables. Turn off to skip views entirely. Because view lineage is derived from parsing each view’s SQL definition, turning this off also stops view-based lineage from being generated for this service.

     
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