- Requirements
- Iceberg Table Support
- Metadata Ingestion
- Lineage
- Data Profiler
- Data Quality
- dbt Integration
- Troubleshooting
- Reverse Metadata
Requirements
Metadata
To extract metadata, the user needs to be able to haveSELECT privilege on all the tables that you would like to ingest in Collate as well as SELECT privilege system.metadata.table_comments table.
Access to resources will be based on the user access permission to access specific data sources. For more information, see Trino Security.
Profiler and Data Quality
Executing the profiler workflow or data quality tests requires the user to haveSELECT permission on the tables/schemas where the profiler/tests will be executed. For more information, see Profiler Workflow and Data Quality.
Iceberg Table Support
Trino supports Iceberg table ingestion in Collate through catalog connector metadata.How Table Classification Works
- Collate inspects catalog metadata to identify whether the configured catalog is backed by the Iceberg connector.
- Tables from Iceberg-backed catalogs are classified in Collate as
Iceberg.
Access Requirements
- Catalog permissions: Grant access to list catalogs and read system metadata used by Trino for connector discovery.
- File system permissions: Direct object storage write permissions are not required for metadata ingestion. Keep read access aligned with your configured Iceberg catalog and storage policies.
Metadata Ingestion
To ingest metadata from Trino, you need to create a service connection. The service connects Trino with Collate. Once you create a service, Collate automatically starts ingesting metadata.Step 1: Add New Service
Open the Services page and start a new service.-
Navigate to Settings > Services and select Database Services.

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Click Add New Service.

Step 2: Select a Service and Connector
From the service type dropdown, select Database Services, then click the Trino connector tile.
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 Trino services you are ingesting metadata from.
- Optional: Enter a Description for the service.

Note: The service name can’t be changed after you set it.
Step 4: Configure Connection Options
Specify where ingestion runs, provide your source credentials, and verify the connection.Select Ingestion Runner
Select an Ingestion Runner: the runner where the ingestion pipeline will execute.
Enter Connection Details
Enter the connection details for Trino. The right-hand panel in the UI displays inline help for each field.
- Username: Specify the user to connect to Trino. It should have enough privileges to read all the metadata.
- Auth Config: Authenticate the Trino instance with either
Basic Authentication(password) orJWT Authentication.- Basic Auth:
- Password: Password to connect to Trino.
- JWT Auth Config:
- JWT: JWT can be used to authenticate with trino. Follow the steps in the official trino documentation to setup trino with jwt.
- Azure:
- Client ID: To get the Client ID (also known as application ID), follow these steps:
- Log into Microsoft Azure.
- Search for
App registrationsand select theApp registrations link. - Select the
Azure ADapp you’re using for Trino. - From the Overview section, copy the
Application (client) ID.
- Client Secret: To get the client secret, follow these steps:
- Log into Microsoft Azure.
- Search for
App registrationsand select theApp registrations link. - Select the
Azure ADapp you’re using for Trino. - Under
Manage, selectCertificates & secrets. - Under
Client secrets, selectNew client secret. - In the
Add a client secretpop-up window, provide a description for your application secret. Choose when the application should expire, and selectAdd. - From the
Client secretssection, copy the string in theValuecolumn of the newly created application secret.
- Tenant ID: To get the tenant ID, follow these steps:
- Log into Microsoft Azure.
- Search for
App registrationsand select theApp registrations link. - Select the
Azure ADapp you’re using for Trino. - From the
Overviewsection, copy theDirectory (tenant) ID.
- Scopes: To let Collate use the Trino Auth APIs using your Azure AD app, you’ll need to add the scope
- Log into Microsoft Azure.
- Search for
App registrationsand select theApp registrations link. - Select the
Azure ADapp you’re using for Trino. - From the
Expose an APIsection, copy theApplication ID URI - Make sure the URI ends with
/.defaultin case it does not, you can append the same manually
- Client ID: To get the Client ID (also known as application ID), follow these steps:
- Basic Auth:
- Host and Port: Enter the fully qualified hostname and port number for your Trino deployment in the Host and Port field.
- Catalog: Trino offers a catalog feature where all the databases are stored.
- DatabaseSchema: DatabaseSchema of the data source. This is an optional parameter. Use it to restrict metadata reading to a single databaseSchema. When left blank, Collate ingestion attempts to scan all schemas.
- proxies: Proxies for the connection to Trino data source
- params: URL parameters for connection to the Trino data source
- Connection Options (Optional): Enter the details for any additional connection options that can be sent to Trino 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 to Trino during the connection. These details must be added as key-value pairs.
- In case you are using Single-Sign-On (SSO) for authentication, add the
authenticatordetails in the Connection Arguments as a key-value pair as follows:"authenticator" : "sso_login_url"
- In case you are using Single-Sign-On (SSO) for authentication, add the
SSL Configuration
To integrate SSL in the Metadata Ingestion Config, the user will have to add the SSL config under connectionArguments which is placed in source.SSL Modes
There are a couple of types of SSL modes that Trino supports which can be added to ConnectionArguments, they are as follows:- false: To disable SSL verification, set the
verifyparameter toFalse. - <path-to-crt>: To use self-signed certificates, specify a path to the certificate in
verifyparameter. Find more details in the Python requests library documentation.
Advanced Configuration
Database Services include an Advanced Configuration section for passing extra arguments to the connector and, if needed, changing the connection scheme. You need this only for advanced connectivity scenarios or customizations.- 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.
Test Connection
- Click Test Connection to verify the credentials.
- After the test succeeds, click Save.

Step 5: Configure Ingestion Options
In the What to Ingest step, use filter patterns to control which assets Collate ingests from your database service. Filter rules match asset names using the following match types.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,
salesmatchesmy_sales_dataandsales_2024. - starts with: matches names beginning with the value. For example,
prod_matchesprod_dbandprod_schema. - ends with: matches names ending with the value. For example,
_rawmatchesevents_rawandlogs_raw. - is exactly: matches the exact name only. For example,
analyticsmatches onlyanalytics. - matches regex: matches names using a regular expression. For example,
^prod_.*_v\d+$matchesprod_events_v1.
Filter Options
The Database, Schema, and Table sections each include the following 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.
Step 6: Create & Deploy
Click Create & Deploy to deploy the agent and start the first metadata ingestion run. Collate saves the service configuration and immediately begins pulling metadata from the source. To monitor ingestion progress or view the service you just added, go to Settings > Services and select your service.Configure Metadata Agent and Schedule Ingestion
The Metadata Agent extracts schemas, tables, columns, and other structural metadata from your source and keeps your Collate catalog in sync. It powers discovery, lineage, and governance across your data assets. When you click Create & Deploy, Collate automatically deploys a Metadata Agent for this service and triggers the first ingestion run. View its status and run history from the Agents tab on the service detail page. To configure the additional Metadata Agent and schedule ingestion, follow these steps:- Navigate to Settings > Services and select the Databases service.
- Select your service and click the Agents tab.
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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.
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On the Configure Ingestion page, do the following and click Next.
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Name this Ingestion: Enter a unique, recognizable name for this ingestion pipeline.

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Agent Setup: Configure core parameters for metadata extraction. The following fields are available:
For more information, see Hierarchical Owner Configuration.

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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.

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Scope & Behaviour: Control how the agent handles metadata during ingestion. Toggle each option on or off based on your needs:
Note: Available toggles vary by connector. Stored procedure options only appear for connectors that support stored procedures.

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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:

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Name this Ingestion: Enter a unique, recognizable name for this ingestion pipeline.
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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.

- Click Add to deploy the agent.
Reverse Metadata
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Reverse Metadata
Description Management
Trino supports description updates at the following levels:- Table level
- Column level
Owner Management
❌ Owner management is not supported for Trino.Tag Management
❌ Tag management is not supported for Trino.Custom SQL Template
Trino supports custom SQL templates for metadata changes. The template is interpreted using python f-strings.Here are examples of custom SQL queries for metadata changes:Troubleshooting
Trino Troubleshooting
Learn more about how to troubleshoot common Trino connector issues and resolve configuration or ingestion errors.