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Setting Up a Database Service for Metadata Extraction

You can easily set up a database service for metadata extraction from Collate SaaS in just a few minutes. For example, here’s how to set up a connection using the Snowflake Connector:
  1. Log in to your Collate SaaS instance, then navigate to Settings > Services > Databases & Click on Add New Service.
Adding Database Service
  1. Select the database type you want to use. Enter details such as the name and description to identify the database. In this Case we are selecting Snowflake.
Selecting Database Service
  1. Enter the Connection Details You can view the available documentation in the side panel for guidance. Also, refer to the connector documentation.
Updating Connection Details
  1. Allow the Collate SaaS IP. In the Connection Details, you will see the IP Address unique to your cluster, You need to Allow the IP to Access the datasource.
This step is required only for Collate SaaS. If you are using Hybrid SaaS, you will not see the IP address in the Service Connection details.
Collate SaaS IP
  1. Test the connection to verify the status. The test connection will check if the Service is reachable from Collate.
Verifying the Test Connection

Explore Hybrid SaaS

You can read more about Hybrid SaaS.