Manually synchronize metadata

To keep the content of Collibra Data Intelligence Platform synchronized with the schemas in the registered data source, you can synchronize manually or create a synchronization schedule to automatically do this with a fixed interval. Synchronizing manually can be useful if you want to test your data source, or if you want to synchronize immediately.

Before you begin

• You have registered your data source via Edge.
• You have configured the synchronization of your data source.
• Make sure the Database asset has an assigned owner.
  To validate this, go to the Database asset → Responsibilities. The owner is assigned during the registration of the data source. The owner doesn't need to be the same user as the user who triggers the synchronization.

Required permissions

• You have a global role with the Catalog global permission, for example, Catalog Author.
• You have a global role with the View Edge connections and capabilities global permission, for example, Edge integration engineer.
• You have a resource role with the Configure external system resource permission, for example, Owner.

Steps

1. Open a Database asset page.
2. In the tab panebar, click Configuration. In the tab panebar, click Configuration.
   
3. In the Metadata Synchronization tab page, optionally click the Refresh List icon to get the latest schema information from the data source.
   
4. Do one of the following:
   • To synchronize all schemas with a synchronization rule, click Synchronize Schemas with Rules.
     
   • To synchronize a specific schema in the database:
     1. Select the schema.
        
     2. At the right of the schema name, click Synchronize Schema.
   The synchronization job starts.
   The tables, columns, foreign keys and optionally views from the relevant schemas are ingested based on the configured synchronization rules. For more information, go to About synchronizing schemas.

What's next?

If required, you can profile the synchronized metadata.