Manually synchronize metadata

After you registered a data source, you can manually synchronize the schemas in the registered data source.

Note You can only synchronize schemas that have at least one table rule.

Prerequisites

• You have a global role with the Catalog global permission, for example Catalog Author.
• You have a resource role with the Configure external system resource permission, for example Owner.
• You have a global role with the View Edge connections and capabilities global permission.
• You have the permissions to retrieve the metadata of the following database components through the JDBC Driver Database Metadata methods:
  • Schemas
  • Tables
  • Columns
  • Primary keys
  • Foreign keys
• You have registered a data source via Edge.

Steps

1. Open a Database asset page.
2. In the tab pane, click Services Configuration.
3. On the Metadata extraction tab pane:
   • Ensure the schemas you want to synchronize have at least one table rule. If they don’t, add a table rule.
     Show me how.

     1. Select a schema
     2. In the table rules section, click the Add table rule button.

        A default rule that includes all tables and views is added.

     3. In the Include field, enter a comma separated list of the names of the tables you want to synchronize. You can use * as a wildcard.
        Copy

        This example would include the CUSTOMERS, ORDERS and ORDER_ITEMS tables

        CUSTOMERS, ORDER*

     4. In the Exclude field, enter a comma separated list of the names of the tables you do not want to synchronize. You can use * as a wildcard.
     5. In the Options section, you can choose whether to Skip database views for the selected tables.
     6. Click the Save button.

        A message confirms the rule creation.

   • Ensure the schemas you don't want to synchronize don't have a table rule. If they do, delete the table rule.
     Show me how.

     1. Select a schema.
     2. At the right of the schema name, click → Edit.
     3. In the table rules section, click → Delete.
     4. Click the Save button.

        A message confirms the rule deletion.

4. On the Metadata extraction tab pane, do one of the following:
   • To synchronize all schemas in the database, click Synchronize metadata.
     The synchronization job is started. The tables, columns, foreign keys and optionally views from all schemas in the database that have a table rule are ingested based on the configured table rules.
   • To synchronize a specific schema in the database:
     1. Select the schema.
     2. At the right of the schema name, click → Synchronize.

        The synchronization job is started. Only the tables, columns, foreign keys and optionally views from the selected schema are ingested based on the configured table rules.