Connection Details

• Username: Specify the User to connect to Postgres. It should have enough privileges to read all the metadata.
• Auth Type: Basic Auth or IAM based auth to connect to instances / cloud rds.

  • Basic Auth:

    • Password: Password to connect to Postgres.

  • IAM Based Auth:

    • 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.

• Host and Port: Enter the fully qualified hostname and port number for your Postgres deployment in the Host and Port field.

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 Athena 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

Metadata Ingestion Options

• 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.
• Include views (toggle): Set the Include views toggle to control whether to include views as part of metadata ingestion.
• Include tags (toggle): Set the 'Include Tags' toggle to control whether to include tags as part of metadata ingestion.
• Enable Debug Log (toggle): Set the Enable Debug Log toggle to set the default log level to debug.
• Include Owner(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.
• 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

Note that the right-hand side panel in the OpenMetadata UI will also share useful documentation when configuring the ingestion.