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

Configure and schedule MongoDB metadata workflows from the OpenMetadata UI:

Ingestion Deployment

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.

Run Connectors from the OpenMetadata UI

Learn how to manage your deployment to run connectors from the UI

Run the Connector Externally

Get the YAML to run the ingestion externally

External Schedulers

Get more information about running the Ingestion Framework Externally

Requirements

To fetch the metadata from MongoDB to OpenMetadata, the MongoDB user must have access to perform find operation on collection and listCollection operations on database available in MongoDB.

Metadata Ingestion

1. Visit the Services Page

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

2. Create 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

3. Select the Service Type

Select MongoDB as the Service type and click Next.

Select Service

Select your Service from the list

4. Name and Describe your Service

Provide a name and description for your Service.

Service Name

OpenMetadata uniquely identifies Services by their Service Name. Provide a name that distinguishes your deployment from other Services, including the other MongoDB 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

5. Configure the Service Connection

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

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

Connection Details

  • Username: Username to connect to Mongodb. This user must have access to perform find operation on collection and listCollection operations on database available in MongoDB.
  • Password: Password to connect to MongoDB.
  • Host Port: When using the mongodb connecion schema, the hostPort parameter specifies the host and port of the MongoDB. This should be specified as a string in the format hostname:port. E.g., localhost:27017. When using the mongodb+srv connection schema, the hostPort parameter specifies the host and port of the MongoDB. This should be specified as a string in the format hostname. E.g., cluster0-abcde.mongodb.net.
  • databaseName: Optional name to give to the database in OpenMetadata. If left blank, we will use default as the database name.

Using Atlas? Follow this guide to get the connection string.

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 database 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

Advanced Configuration

6. Test the Connection

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

Test Connection

Test the connection and save the Service

7. Configure Metadata Ingestion

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

Configure Metadata Ingestion

Configure Metadata Ingestion Page - 1

Configure Metadata Ingestion

Configure Metadata Ingestion Page - 2

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.

  • Enable Debug Log (toggle): Set the Enable Debug Log toggle to set the default log level to debug.

  • 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

  • includeTables (toggle): Optional configuration to turn off fetching metadata for tables.

  • includeViews (toggle): Set the Include views toggle to control whether to include views as part of metadata ingestion.

  • includeTags (toggle): Set the 'Include Tags' toggle to control whether to include tags as part of metadata ingestion.

  • includeOwners (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.

  • includeStoredProcedures (toggle): Optional configuration to toggle the Stored Procedures ingestion.

  • includeDDL (toggle): Optional configuration to toggle the DDL Statements ingestion.

  • queryLogDuration (Optional): Configuration to tune how far we want to look back in query logs to process Stored Procedures results.

  • queryParsingTimeoutLimit (Optional): Configuration to set the timeout for parsing the query in seconds.

  • useFqnForFiltering (toggle): Regex will be applied on fully qualified name (e.g service_name.db_name.schema_name.table_name) instead of raw name (e.g. table_name).

  • Incremental (Beta): Use Incremental Metadata Extraction after the first execution. This is done by getting the changed tables instead of all of them. Only Available for BigQuery, Redshift and Snowflake

    • Enabled: If True, enables Metadata Extraction to be Incremental.
    • lookback Days: Number of days to search back for a successful pipeline run. The timestamp of the last found successful pipeline run will be used as a base to search for updated entities.
    • Safety Margin Days: Number of days to add to the last successful pipeline run timestamp to search for updated entities.

  • Threads (Beta): Use a Multithread approach for Metadata Extraction. You can define here the number of threads you would like to run concurrently. For further information please check the documentation on Metadata Ingestion - Multithreading

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

8. Schedule the Ingestion and Deploy

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

9. View the Ingestion Pipeline

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

Troubleshooting

Workflow Deployment Error

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.

Related

Usage Workflow

Learn more about how to configure the Usage Workflow to ingest Query information from the UI.

Lineage Workflow

Learn more about how to configure the Lineage from the UI.

Profiler Workflow

Learn more about how to configure the Data Profiler from the UI.

Data Quality Workflow

Learn more about how to configure the Data Quality tests from the UI.

dbt Integration

Learn more about how to ingest dbt models' definitions and their lineage.

Data Profiler

OpenMetadata 1.3.1 or later

To deploy OpenMetadata, check the Deployment guides.

Profiler deployment

Limitations

The MongodDB data profiler current supports only the following features:

  1. Row count: The number of rows in the collection. Sampling or custom query is not supported.
  2. Sample data: If a custom query is defined it will be used for sample data.