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In this section, we provide guides and references to use the Microsoft Access connector. Configure and schedule Microsoft Access metadata workflows from the Collate UI:
This connector is available exclusively in Collate and is not part of the open-source OpenMetadata distribution.

Requirements

Runtime dependency: mdbtools must be installed on the ingestion host. The connector verifies this at startup by running mdb-tables --version. This applies to both Local File Path and S3 connections, as S3 files are downloaded and parsed locally.

Metadata

The Microsoft Access connector reads metadata directly from .accdb or .mdb database files. No server or database user privileges are required. Ensure the following based on your connection type: Local File Path:
  • The ingestion process must have read access to the .accdb or .mdb file on the filesystem.
  • If pointing to a directory, all .accdb and .mdb files found recursively will be ingested.
S3 Bucket:
  • The AWS credentials used must have s3:GetObject and s3:ListBucket permissions on the target bucket.
{
    "Version": "2012-10-17",
    "Statement": [
        {
            "Effect": "Allow",
            "Action": [
                "s3:GetObject",
                "s3:ListBucket"
            ],
            "Resource": [
                "arn:aws:s3:::<your-bucket-name>",
                "arn:aws:s3:::<your-bucket-name>/*"
            ]
        }
    ]
}

Lineage

Microsoft Access supports view-based lineage only. Lineage is extracted from the query definitions of saved views (queries) stored in the .accdb or .mdb file. No additional server-side configuration is required.

Metadata Ingestion

1

Connection Details

  • Connection: Choose the source location for your Access database files. Two options are supported:
    • Local File Path: Provide the absolute path to a single .accdb or .mdb file, or a directory containing Access database files. Supports ~ expansion (e.g. ~/data/sales.accdb). When pointing to a directory, all .accdb and .mdb files found recursively will be ingested as separate databases.
    • S3 Connection: Connect to Access database files stored in an Amazon S3 bucket (or S3-compatible storage such as MinIO). Configure the following fields:
      • AWS Access Key ID & AWS Secret Access Key: AWS security credentials to authenticate requests. Access keys consist of two parts: an access key ID (for example, AKIAIOSFODNN7EXAMPLE) and a secret access key. You must use both together to authenticate. Find more information on how to manage your access keys here.
      • AWS Region: The AWS region where your S3 bucket is located (for example, us-east-1). This is the only required parameter when configuring an S3 connection. Find further information about configuring credentials here.
      • AWS Session Token (optional): Required when using temporary credentials. Find more information on Using temporary credentials with AWS resources.
      • Endpoint URL (optional): Use a custom endpoint for S3-compatible storage services (for example, http://localhost:9000 for MinIO). Find more information on AWS service endpoints.
      • Profile Name (optional): A named AWS CLI profile to use instead of default. Find more information about Named profiles for the AWS CLI.
      • Assume Role ARN (optional): The ARN of an IAM role to assume for cross-account access. Find more information on AssumeRole.
      When using Assume Role authentication, ensure you provide the following details:
      • AWS Region: Specify the AWS region for your deployment.
      • Assume Role Session Name (optional): An identifier for the assumed role session. Defaults to CollateSession.
      • Assume Role Source Identity (optional): The source identity for the AssumeRole operation, used for auditing in AWS CloudTrail.
      • Bucket Names: The S3 bucket name containing the Access database files to ingest. Only the first bucket in the list is used per pipeline run.
  • Table Filter Pattern (optional): Regex pattern to include or exclude specific tables during ingestion. When left blank, all tables are ingested.
2

Advanced Configuration

Database Services have an Advanced Configuration section, where you can pass extra arguments to the connector and, if needed, change the connection Scheme.This would only be required to handle advanced connectivity scenarios or customizations.
  • 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. Advanced Configuration
3

Test the Connection

Once the credentials have been added, click on Test Connection and Save the changes.Test Connection
4

Configure Metadata Ingestion

In this step we will configure the metadata ingestion pipeline, Please follow the instructions belowConfigure Metadata IngestionConfigure Metadata Ingestion

Metadata Ingestion Options

If the owner’s name is openmetadata, you need to enter openmetadata@domain.com in the name section of add team/user form, click here for more info.
  • Name: This field refers to the name of ingestion pipeline, you can customize the name or use the generated name.
  • Database Filter Pattern (Optional): Use to database filter patterns to control whether or not to include database as part of metadata ingestion.
    • Include: Explicitly include databases by adding a list of comma-separated regular expressions to the Include field. OpenMetadata will include all databases with names matching one or more of the supplied regular expressions. All other databases will be excluded.
    • Exclude: Explicitly exclude databases by adding a list of comma-separated regular expressions to the Exclude field. OpenMetadata will exclude all databases with names matching one or more of the supplied regular expressions. All other databases will be included.
  • Schema Filter Pattern (Optional): Use to schema filter patterns to control whether to include schemas as part of metadata ingestion.
    • Include: Explicitly include schemas by adding a list of comma-separated regular expressions to the Include field. OpenMetadata will include all schemas with names matching one or more of the supplied regular expressions. All other schemas will be excluded.
    • Exclude: Explicitly exclude schemas by adding a list of comma-separated regular expressions to the Exclude field. OpenMetadata will exclude all schemas with names matching one or more of the supplied regular expressions. All other schemas will be included.
  • Table Filter Pattern (Optional): Use to table filter patterns to control whether to include tables as part of metadata ingestion.
    • Include: Explicitly include tables by adding a list of comma-separated regular expressions to the Include field. OpenMetadata will include all tables with names matching one or more of the supplied regular expressions. All other tables will be excluded.
    • Exclude: Explicitly exclude tables by adding a list of comma-separated regular expressions to the Exclude field. OpenMetadata will exclude all tables with names matching one or more of the supplied regular expressions. All other tables will be included.
  • Enable Debug Log (toggle): Set the Enable Debug Log toggle to set the default log level to debug.
  • Mark Deleted Tables (toggle): Set the Mark Deleted Tables toggle to flag tables as soft-deleted if they are not present anymore in the source system.
  • Mark Deleted Tables from Filter Only (toggle): Set the Mark Deleted Tables from Filter Only toggle to flag tables as soft-deleted if they are not present anymore within the filtered schema or database only. This flag is useful when you have more than one ingestion pipelines. For example if you have a schema
  • includeTables (toggle): Optional configuration to turn off fetching metadata for tables.
  • includeViews (toggle): Set the Include views toggle to control whether to include views as part of metadata ingestion.
  • includeTags (toggle): Set the ‘Include Tags’ toggle to control whether to include tags as part of metadata ingestion.
  • includeOwners (toggle): Set the ‘Include Owners’ toggle to control whether to include owners to the ingested entity if the owner email matches with a user stored in the OM server as part of metadata ingestion. If the ingested entity already exists and has an owner, the owner will not be overwritten.
  • includeStoredProcedures (toggle): Optional configuration to toggle the Stored Procedures ingestion.
  • includeDDL (toggle): Optional configuration to toggle the DDL Statements ingestion.
  • queryLogDuration (Optional): Configuration to tune how far we want to look back in query logs to process Stored Procedures results.
  • queryParsingTimeoutLimit (Optional): Configuration to set the timeout for parsing the query in seconds.
  • useFqnForFiltering (toggle): Regex will be applied on fully qualified name (e.g service_name.db_name.schema_name.table_name) instead of raw name (e.g. table_name).
  • Incremental (Beta): Use Incremental Metadata Extraction after the first execution. This is done by getting the changed tables instead of all of them. Only Available for BigQuery, Redshift and Snowflake
    • Enabled: If True, enables Metadata Extraction to be Incremental.
    • lookback Days: Number of days to search back for a successful pipeline run. The timestamp of the last found successful pipeline run will be used as a base to search for updated entities.
    • Safety Margin Days: Number of days to add to the last successful pipeline run timestamp to search for updated entities.
  • Threads (Beta): Use a Multithread approach for Metadata Extraction. You can define here the number of threads you would like to run concurrently.
Note that the right-hand side panel in the Collate UI will also share useful documentation when configuring the ingestion.
5

Schedule the Ingestion and Deploy

Scheduling can be set up at an hourly, daily, weekly, or manual cadence. The timezone is in UTC. Select a Start Date to schedule for ingestion. It is optional to add an End Date.Review your configuration settings. If they match what you intended, click Deploy to create the service and schedule metadata ingestion.If something doesn’t look right, click the Back button to return to the appropriate step and change the settings as needed.After configuring the workflow, you can click on Deploy to create the pipeline.Schedule the Workflow
6

View the Ingestion Pipeline

Once the workflow has been successfully deployed, you can view the Ingestion Pipeline running from the Service Page.View Ingestion Pipeline
If AutoPilot is enabled, workflows like usage tracking, data lineage, and similar tasks will be handled automatically. Users don’t need to set up or manage them - AutoPilot takes care of everything in the system.

Troubleshooting

Microsoft Access Troubleshooting

Learn more about how to troubleshoot common Microsoft Access connector issues and resolve configuration or ingestion errors.

Usage Workflow

Learn more about how to configure the Usage Workflow to ingest Query information from the UI.

Lineage Workflow

Learn more about how to configure the Lineage from the UI.

Profiler Workflow

Learn more about how to configure the Data Profiler from the UI.

Data Quality Workflow

Learn more about how to configure the Data Quality tests from the UI.

dbt Integration

Learn more about how to ingest dbt models’ definitions and their lineage.