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How to Ingest Metadata

This section deals with integrating third-party sources with OpenMetadata and running the workflows from the UI.

OpenMetadata gives you the flexibility to bring in your data from third-party sources using CLI, or the UI. Let’s start with ingesting your metadata from various sources through the UI. Follow the easy steps to add a connector to fetch metadata on a regular basis at your desired frequency.

Note: Ensure that you have Admin access in the source tools to be able to add a connector and ingest metadata.

Admin users can connect to multiple data sources like Databases, Dashboards, Pipelines, ML Models, Messaging, Storage, as well as Metadata services.

Let’s start with an example of fetching metadata from a database service, i.e., Snowflake.

  • Start by creating a service connection by clicking on Settings from the left nav bar. Navigate to the Services section, and click on Databases. Click on Add New Service.
Create a Service Connection

Create a Service Connection

  • Select the Database service of your choice. For example, Snowflake. Click Next.
Select the Database Connector

Select the Database Connector

  • To configure Snowflake, enter a unique service name. Click Next.
    • Name: No spaces allowed. Apart from letters and numbers, you can use _ - . & ( )
    • Description: It is optional, but best to add documentation to improve data culture.
Configure Snowflake

Configure Snowflake

  • Enter the Connection Details. The Connector documentation is available right within OpenMetadata in the right side panel. The connector details will differ based on the service selected. Users can add their credentials to create a service and further set up the workflows.
Connection Details

Connection Details

  • Users can Test the Connection before creating the service. Test Connection checks for access, and also about what details can be ingested using the connection.
Test the Connection

Test the Connection

  • The Connection Status will verify access to the service as well as to the data assets. Once the connection has been tested, you can save the details.
Connection Successful

Connection Successful

  • Once the database service is created and the connections are established, admins can set up Pipelines to ingest all the source data into OpenMetadata.
    • Clicking on View Service will navigate to the Database service page, where you can view the Databases, Ingestion, and Connection Details Tabs. You can also Add the Metadata Ingestion from the Ingestion tab.

    • Or, you can directly start with Adding Ingestion.

Snowflake Service Created

Snowflake Service Created

Tip: In the Service page, the Connection Tab provides information on the connection details as well as details on what data can be ingested from the source using this connection.

View Snowflake Service

View Snowflake Service

  • Click on Add Ingestion and enter the details to ingest metadata:
    • Name: The name is randomly generated, and includes the Service Name, and a randomly generated text to create a unique name.
    • Database Filter Pattern: to include or exclude certain databases. A database service has multiple databases, of which you can selectively ingest the required databases.
    • Schema Filter Pattern: to include or exclude certain schemas. A database can have multiple schemas, of which you can selectively ingest the required schemas.
    • Table Filter Pattern: Use the toggle options to:
      • Use FQN for Filtering
      • Include Views - to generate lineage
      • Include Tags
      • Enable Debug Log: We recommend enabling the debug log.
      • Mark Deleted Tables
    • View Definition Parsing Timeout Limit: The default is set to 300.
Configure Metadata Ingestion

Configure Metadata Ingestion

  • Schedule Metadata Ingestion - Define when the metadata ingestion pipeline must run on a regular basis. Users can also use a Custom Cron expression.
Schedule and Deploy Metadata Ingestion

Schedule and Deploy Metadata Ingestion

After the ingestion pipeline has been created and deployed successfully, click on View Service. The Ingestion Tab will provide all the details for the recent runs, like if the pipeline is queued, running, failed, or successful. On hovering over the ingestion details, admin users can view the scheduling frequency, as well as the start and end times for the recent runs. Users can perform certain actions, like:

  • Run the pipeline now.
  • Kill to end all the currently running pipelines.
  • Redeploy: When a service connection is setup, it fetches the data as per the access provided. If the connection credentials are changed at a later point in time, redeploying will fetch additional data with updated access, if any.
View Service Ingestion

View Service Ingestion

By connecting to a database service, you can ingest the databases, schemas, tables, and columns. In the Service page, the Databases Tab will display all the ingested databases. Users can further drilldown to view the Schemas, and Tables.

View Table Details

View Table Details

Note: Once you’ve run a metadata ingestion pipeline, you can create separate pipelines to bring in Usage, Lineage, dbt, or to run Profiler. To add ingestion pipelines, select the required type of ingestion and enter the required details.

Add Ingestion Pipelines for Usage, Lineage, Profiler, and dbt

Add Ingestion Pipelines for Usage, Lineage, Profiler, and dbt

Admin users can create, edit, or delete services. They can also view the connection details for the existing services.

Delete a Service Connection

Permanently delete a service connection.