Schedule a schema refresh

You can refresh a schema manually, but you can also create a schedule to refresh a schema on a regular basis.

You can only create a refresh schedule for schemas of databases that are registered as a data source, not from CSV or Excel files.

Tip You can schedule the refresh during the data source registration process or afterwards via the Schema asset.

Prerequisites

• You have registered a data source.
• You have a global role with the Catalog global permission, for example Catalog Author.
• You have a role with the following resource permissions on the Schema community:
  • Asset: add
  • Attribute: add
  • Domain: add
  • Attachment: add
  Note These permissions are always necessary when registering a data source.

Schedule the refresh during the data source registration process

You can create the refresh schedule when you register a data source.

Schedule the refresh via the Schema asset

You can create the refresh schedule when you refresh the schema of a registered data source via the Schema asset.

1. Open the Schema asset.
   1. On the main menu, click , and then click Catalog.
      The Catalog Home opens.
   2. In the submenu, click Data Dictionary and select the All Schemas view.
      
   3. Click the schema that you want to refresh.

   Tip You can also use the Collibra Data Intelligence Cloud search function to look up your schema.

2. In the view bar, to the right, click Actions → Refresh.
   The Refresh Schema dialog box appears.

   Tip If Catalog experience is disabled, the More menu is shown instead of Actions.

3. In the Login information section, check Store credentials and enter the username and password you use to access your data source.
   Your credentials are used to automatically connect to your data source and refresh the metadata in Collibra Data Intelligence Cloud.
4. Select Schedule data refresh.
5. Enter the required information.

   Option	Description
   Cron pattern	Schedule of the data refresh as a Quartz Cron pattern. Warning If you create an invalid Cron pattern, Collibra Data Intelligence Cloud stops responding.
   Time zone	The time zone of the database.

6. Click Save.