connectors

No menu items for this category
QuickSight
QuickSight
PROD
Available In
Feature List
Dashboards
Charts
Lineage
Owners
Tags
Datamodels
Projects

In this section, we provide guides and references to use the QuickSight connector.

Configure and schedule QuickSight metadata and profiler workflows from the OpenMetadata UI:

To run the Ingestion via the UI you'll need to use the OpenMetadata Ingestion Container, which comes shipped with custom Airflow plugins to handle the workflow deployment.

If, instead, you want to manage your workflows externally on your preferred orchestrator, you can check the following docs to run the Ingestion Framework anywhere.

AWS QuickSight Permissions To execute metadata extraction and usage workflow successfully the IAM User should have enough access to fetch required data. Following table describes the minimum required permissions

#AWS QuickSight Permission
1DescribeDashboard
2ListAnalyses
3ListDataSources
4ListDashboards
5DescribeAnalysis
6DescribeDataSet
7ListDataSets
8DescribeDataSource

Here is how to add Permissions to an IAM user.

  • Navigate to the IAM console in the AWS Management Console.

  • Choose the IAM user or group to which you want to attach the policy, and click on the "Permissions" tab.

  • Click on the "Add permissions" button and select "Attach existing policies directly".

  • Search for the policy by name or by filtering the available policies, and select the one you want to attach.

  • Review the policy and click on "Add permissions" to complete the process.

We have support for Python versions 3.8-3.11

To run the QuickSight ingestion, you will need to install:

All connectors are defined as JSON Schemas. Here you can find the structure to create a connection to QuickSight.

In order to create and run a Metadata Ingestion workflow, we will follow the steps to create a YAML configuration able to connect to the source, process the Entities if needed, and reach the OpenMetadata server.

The workflow is QuickSightled around the following JSON Schema

This is a sample config for QuickSight:

  • awsAccessKeyId & awsSecretAccessKey: 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 here.

awsSessionToken: If you are using temporary credentials to access your services, you will need to inform the AWS Access Key ID and AWS Secrets Access Key. Also, these will include an AWS Session Token.

awsRegion: Each AWS Region is a separate geographic area in which AWS clusters data centers (docs).

As AWS can have instances in multiple regions, we need to know the region the service you want reach belongs to.

Note that the AWS Region is the only required parameter when configuring a connection. When connecting to the services programmatically, there are different ways in which we can extract and use the rest of AWS configurations.

You can find further information about configuring your credentials here.

endPointURL: 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.

profileName: A named profile is a collection of settings and credentials that you can apply to a 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 here more information about Named profiles for the AWS CLI.

assumeRoleArn: 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.

assumeRoleSessionName: 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, we'll use the name OpenMetadataSession.

Find more information about the Role Session Name.

assumeRoleSourceIdentity: 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.

awsAccountId: AWS Account ID

identityType: The authentication method that the user uses to sign in.

namespace: The Amazon QuickSight namespace that contains the dashboard IDs in this request ( To be provided when identityType is ANONYMOUS )

The sourceConfig is defined here:

  • dbServiceNames: Database Service Names for ingesting lineage if the source supports it.

  • dashboardFilterPattern, chartFilterPattern, dataModelFilterPattern: Note that all of them support regex as include or exclude. E.g., "My dashboard, My dash.*, .*Dashboard".

  • projectFilterPattern: Filter the dashboards, charts and data sources by projects. Note that all of them support regex as include or exclude. E.g., "My project, My proj.*, .*Project".

  • includeOwners: 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.

  • includeTags: Set the 'Include Tags' toggle to control whether to include tags in metadata ingestion.

  • includeDataModels: Set the 'Include Data Models' toggle to control whether to include tags as part of metadata ingestion.

  • markDeletedDashboards: Set the 'Mark Deleted Dashboards' toggle to flag dashboards as soft-deleted if they are not present anymore in the source system.

  • Include Draft Dashboard (toogle): Set the 'Include Draft Dashboard' toggle to include draft dashboards. By default it will include draft dashboards.

  • dataModelFilterPattern: Regex exclude or include data models that matches the pattern.

  • includeOwners:Enabling a flag will replace the current owner with a new owner from the source during metadata ingestion, if the current owner is null. It is recommended to keep the flag enabled to obtain the owner information during the first metadata ingestion.includeOwners supports boolean value either true or false.

  • markDeletedDashboards: Optional configuration to soft delete dashboards in OpenMetadata if the source dashboards are deleted. Also, if the dashboard is deleted, all the associated entities like lineage, etc., with that dashboard will be deleted.markDeletedDashboards supports boolean value either true or false.

  • markDeletedDataModels: Optional configuration to soft delete data models in OpenMetadata if the source data models are deleted. Also, if the data models is deleted, all the associated entities like lineage, etc., with that data models will be deleted.includeOwners supports boolean value either true or false.

  • includeTags:Optional configuration to toggle the tags ingestion.markDeletedDataModels supports boolean value either true or false.

  • includeDataModels: Optional configuration to toggle the ingestion of data models.includeDataModels supports boolean value either true or false.

  • includeDraftDashboard: Optional Configuration to include/exclude draft dashboards. By default it will include draft dashboards.includeDraftDashboard supports boolean value either true or false.

  • overrideMetadata: Set the 'Override Metadata' toggle to control whether to override the existing metadata in the OpenMetadata server with the metadata fetched from the source. If the toggle is set to true, the metadata fetched from the source will override the existing metadata in the OpenMetadata server. If the toggle is set to false, the metadata fetched from the source will not override the existing metadata in the OpenMetadata server. This is applicable for fields like description, tags, owner and displayName.overrideMetadata supports boolean value either true or false.

  • overrideLineage: Set the 'Override Lineage' toggle to control whether to override the existing lineage.overrideLineage supports boolean value either true or false.

To send the metadata to OpenMetadata, it needs to be specified as type: metadata-rest.

The main property here is the openMetadataServerConfig, where you can define the host and security provider of your OpenMetadata installation.

Logger Level

You can specify the loggerLevel depending on your needs. If you are trying to troubleshoot an ingestion, running with DEBUG will give you far more traces for identifying issues.

JWT Token

JWT tokens will allow your clients to authenticate against the OpenMetadata server. To enable JWT Tokens, you will get more details here.

You can refer to the JWT Troubleshooting section link for any issues in your JWT configuration.

Store Service Connection

If set to true (default), we will store the sensitive information either encrypted via the Fernet Key in the database or externally, if you have configured any Secrets Manager.

If set to false, the service will be created, but the service connection information will only be used by the Ingestion Framework at runtime, and won't be sent to the OpenMetadata server.

Store Service Connection

If set to true (default), we will store the sensitive information either encrypted via the Fernet Key in the database or externally, if you have configured any Secrets Manager.

If set to false, the service will be created, but the service connection information will only be used by the Ingestion Framework at runtime, and won't be sent to the OpenMetadata server.

SSL Configuration

If you have added SSL to the OpenMetadata server, then you will need to handle the certificates when running the ingestion too. You can either set verifySSL to ignore, or have it as validate, which will require you to set the sslConfig.caCertificate with a local path where your ingestion runs that points to the server certificate file.

Find more information on how to troubleshoot SSL issues here.

ingestionPipelineFQN

Fully qualified name of ingestion pipeline, used to identify the current ingestion pipeline.

filename.yaml

First, we will need to save the YAML file. Afterward, and with all requirements installed, we can run:

Note that from connector to connector, this recipe will always be the same. By updating the YAML configuration, you will be able to extract metadata from different sources.