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QuickSight

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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 you want to install it manually in an already existing Airflow host, you can follow this guide.

If you don't want to use the OpenMetadata Ingestion container to configure the workflows via the UI, then you can check the following docs to run the Ingestion Framework in any orchestrator externally.

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.

The first step is to ingest the metadata from your sources. To do that, you first need to create a Service connection first.

This Service will be the bridge between OpenMetadata and your source system.

Once a Service is created, it can be used to configure your ingestion workflows.

Visit Services Page

Select your Service Type and Add a New Service

Click on Add New Service to start the Service creation.

Create a new Service

Add a new Service from the Services page

Select Quicksight as the Service type and click Next.

Select Service

Select your Service from the list

Provide a name and description for your Service.

OpenMetadata uniquely identifies Services by their Service Name. Provide a name that distinguishes your deployment from other Services, including the other Quicksight Services that you might be ingesting metadata from.

Note that when the name is set, it cannot be changed.

Add New Service

Provide a Name and description for your Service

In this step, we will configure the connection settings required for Quicksight.

Please follow the instructions below to properly configure the Service to read from your sources. You will also find helper documentation on the right-hand side panel in the UI.

Configure Service connection

Configure the Service connection by filling the form

  • AWS Access Key ID & 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 here.

  • AWS Region: 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.

  • AWS Session Token (optional): 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.

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 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.

  • 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, we'll use 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.

  • identityType: The authentication method that the user uses to sign in.
  • awsAccountId: QuickSight account ID is required to manage QuickSight users, data sources, and reports.
  • namespace: The Amazon QuickSight namespace that contains the dashboard IDs in this request ( To be provided when identityType is ANONYMOUS )

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

Test Connection

Test the connection and save the Service

In this step we will configure the metadata ingestion pipeline, Please follow the instructions below

Configure Metadata Ingestion

Configure Metadata Ingestion Page

  • Name: This field refers to the name of ingestion pipeline, you can customize the name or use the generated name.
  • Dashboard Filter Pattern (Optional): Use it to control whether to include dashboard as part of metadata ingestion.
    • Include: Explicitly include dashboards by adding a list of comma-separated regular expressions to the 'Include' field. OpenMetadata will include all dashboards with names matching one or more of the supplied regular expressions. All other dashboards will be excluded.
    • Exclude: Explicitly exclude dashboards by adding a list of comma-separated regular expressions to the 'Exclude' field. OpenMetadata will exclude all dashboards with names matching one or more of the supplied regular expressions. All other dashboards will be included.
  • Chart Pattern (Optional): Use it to control whether to include charts as part of metadata ingestion.
    • Include: Explicitly include charts by adding a list of comma-separated regular expressions to the 'Include' field. OpenMetadata will include all charts with names matching one or more of the supplied regular expressions. All other charts will be excluded.
    • Exclude: Explicitly exclude charts by adding a list of comma-separated regular expressions to the 'Exclude' field. OpenMetadata will exclude all charts with names matching one or more of the supplied regular expressions. All other charts will be included.
  • Data Model Pattern (Optional): Use it to control whether to include data modes as part of metadata ingestion.
    • Include: Explicitly include data models by adding a list of comma-separated regular expressions to the 'Include' field. OpenMetadata will include all data models with names matching one or more of the supplied regular expressions. All other data models will be excluded.
    • Exclude: Explicitly exclude data models by adding a list of comma-separated regular expressions to the 'Exclude' field. OpenMetadata will exclude all data models with names matching one or more of the supplied regular expressions. All other data models will be included.
  • Database Service Name (Optional): Enter the name of Database Service which is already ingested in OpenMetadata to create lineage between dashboards and database tables.
  • Enable Debug Log (toggle): Set the 'Enable Debug Log' toggle to set the default log level to debug.
  • Include Owners (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.
  • Include Tags (toggle): Set the 'Include Tags' toggle to control whether to include tags in metadata ingestion.
  • Include Data Models (toggle): Set the 'Include Data Models' toggle to control whether to include tags as part of metadata ingestion.
  • Mark Deleted Dashboards (toggle): Set the 'Mark Deleted Dashboards' toggle to flag dashboards as soft-deleted if they are not present anymore in the source system.

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

Schedule the Ingestion Pipeline and Deploy

Once the workflow has been successfully deployed, you can view the Ingestion Pipeline running from the Service Page.

View Ingestion Pipeline

View the Ingestion Pipeline from the Service Page

If there were any errors during the workflow deployment process, the Ingestion Pipeline Entity will still be created, but no workflow will be present in the Ingestion container.

  • You can then Edit the Ingestion Pipeline and Deploy it again.
  • From the Connection tab, you can also Edit the Service if needed.