About the unified integrations experience (in preview)

Setting up an integration used to mean working in two places. You created the connection in Settings → Edge, and then went to Catalog → Integrations to create and configure the integration. The unified integrations experience brings these tasks together on the Integrations page. You choose an Edge site, create a connection, add an integration, configure it, and review how it ran, all in one guided flow.

The unified integrations experience (in preview) applies to metadata, AI, SAP, and lineage integrations. The fields are the same as before. What's new is how you get to them.

Prerequisites

In your Collibra environment:

  • You have a global role with the View Edge connections and capabilities global permission, for example, Edge integration engineer. This is required to open the Integrations page.
  • You have a global role that has the Manage connections and capabilities global permission, for example, Edge integration engineer. This is required to add or delete an integration.
  • An Edge or Collibra Cloud site is available in your environment.

Open the Integrations page

To access the integrations unified experience, you can either:

  • On the main toolbar, click Products icon → Integrations. The Integrations (in preview) page opens.
  • If you're on Catalog → Integrations, a banner on the Integration configuration tab invites you to try the new page. Click Try the new Integrations page to switch.

Browse your integrations

You can view all the integrations you've set up at a glance.

Section Description
Connection cards

Each connection has its own card. The card shows the connection name, the icon of the platform it connects to, the Edge site it runs on, and the integrations that use it. A connection with several integrations lists them all on one card.

  • Click an integration on a card to open its configuration. The cards move to a list on the left, and the configuration opens on the right.
  • To switch to another integration, click it in the list. You don't need to go back first.
  • Click the More options icon on a card to add another integration to that connection or delete an existing integration.

The address in your browser updates as you move around, so you can bookmark an integration or share the link with a teammate who has access.

Search integrations

Narrows the cards as you type. This helps when your environment has many connections.

Add an integration

Starts the guided flow.

Add an integration

Click Add an integration to start. A stepper across the top shows the five steps and where you are. Completed steps show a check mark. Click Next to continue and Back to return to a previous step. To leave the flow, click the close icon.

To add an integration to an existing connection, click the More options icon on its card and select Add an integration instead. The Edge site and the connection are already selected, so you start at step 3.

1. Select an Edge site

Choose the Edge site where the new integration is created. The Edge site is where the integration runs, so pick the one that can reach your source system.

  1. In the Edge site list, select an Edge site.
  2. Click Next.

2. Create a connection

The connection holds the details Collibra uses to reach your source system, such as the credentials.

  1. In the Connection list, select the type of connection, for example GCP connection.
  2. Enter a Name. Choose a name that tells you which source it points to.
  3. Optionally, enter a Description.
  4. Complete the fields for your connection. They differ by connection. A GCP connection, for example, asks for a Connection Type such as Service Account, and then for the credentials. Credentials you enter are stored encrypted on the Edge site.
  5. Optionally, click Add Property to add extra connection properties.
  6. Click Next.

For the fields of a specific connection, see the topic for that integration.

3. Create an integration

The integration is what you run against the connection, and it determines what metadata you integrate into Collibra. One connection can have several integrations.

  1. In the Integration list, select an integration. The list only offers the integrations that work with the connection you created. For example, for a GCP connection, the options are Gemini Enterprise Agent Platform, Google Knowledge Catalog integration via Edge, and Technical Lineage for GCP.
  2. Enter a Name.
  3. Click Next.

4. Connect to source

If your connection supports it, you can test it before you configure anything.

  • Click Test connection to check that Collibra can reach your source system.
  • Or click Skip to carry on. You can fix the connection later from the configuration page.

5. Configure

The configuration page opens, ready for the integration settings. Fill in what you need and click Save. The next section describes the page.

Configure an integration

You reach this page at the end of the flow, or by clicking an existing integration. The following table describes the page.

Section Description
Header

The page title is the integration name, with the platform icon beside it. Next to the name is the integration history icon. Below the title you see the Edge site and a link to the connection.

Tabs

Settings are grouped into tabs: Synchronization configuration and Advanced options. The tabs that you see depend on the integration. A Knowledge Catalog integration, for example, has Metadata inbound, Metadata outbound, Data Products, and Advanced options.

Use the Advanced options tab to edit the capability parameters of the integration.

Toolbar

The toolbar above the form has the following options:

  • The delete icon removes the integration.
  • The edit icon makes the form editable.
  • The synchronize button, for example Synchronize Metadata inbound, runs the synchronization of the current tab.
Form
  • Fields marked with an asterisk (*) are required.
  • Click Scheduling to expand it and set up a schedule. The heading tells you whether one is already set up.
  • Some fields load their options from the source. Until they load, the page shows Options not yet populated. Click the refresh icon next to it to load them.
  • The form scrolls, but Cancel and Save stay in view at the bottom.
Unsaved changes

If you change something and then click another integration or close the page, Collibra asks you to confirm so you don't lose your work.

View synchronization history

Use the history panel to check how recent synchronizations ran, without leaving the integration.

  1. Open an integration.
  2. Click the history icon next to the integration name.
    The History panel opens on the right.

The panel lists the synchronization runs of the integration from the past 30 days, newest first. Each run shows:

  • The type of run, for example Synchronization run.
  • The date and time it started.
  • The result, for example Finished or Finished with errors.

Click the close icon to hide the panel. To see all executions, including older ones, click Activities at the bottom of the panel.

History is a new feature. Runs that happened before it was available might not show complete information.

Delete an integration or a connection

You can delete specific integrations, or a connection and all its integrations. Deleting removes these Edge resources from the Edge site. You can't undo a deletion.

  1. On the connection card, click the More options icon, and then select Delete integrations.
    The Delete integration dialog box opens.
  2. Select what to delete:
    • To delete the connection and all its integrations, select the connection name and all integrations. For example, select Test-Snowflake-connection and all integrations.
    • To delete only some integrations, select the specific integration. For example, to delete only Test-Snowflake-Cortex-AI-integration, select it and leave Test-Snowflake-connection and all integrations cleared.
  3. Click Delete.

Where your tasks moved

Task Before Now
Choose an Edge site Settings → Edge Step 1
Create a connection Settings → Edge Step 2
Create an integration Catalog → Integrations Step 3
Test the connection, if the connection supports it Settings → Edge Step 4
Configure and synchronize Catalog → Integrations Step 5, or open the integration from the page

Your existing integrations keep working. Catalog → Integrations uses the same restyled configuration form.