Synchronize Sigma

Synchronizing Sigma imports and updates metadata from your Sigma environment into Collibra Data Catalog. This operation uses the Sigma capability (configured in Edge or Collibra Cloud site) to fetch metadata for workspaces, dashboards, datasets, data elements, and data connections, and automatically create or update them as assets in the Collibra Catalog.

You can also choose to create technical lineage (in preview) during synchronization.

You can synchronize manually or automate the process by adding a synchronization schedule.

Before you begin

Requirements and permissions

Steps

  1. On the main toolbar, click Products icon → Catalog.
    The Catalog homepage opens.
  2. Click Integrations.
    The Integrations page opens.
  3. Click the Integration Configuration tab.
  4. In the Integration column, find the technical lineage capability that you created, and click the capability name.
    The Integration configuration page for the capability opens.
  5. In the Metadata Inbound tab, click the Edit icon.
  6. Enter the required information.
    FieldDescriptionRequired
    Options updated: <timestamp>

    Options updated: <timestamp> next to Synchronization configuration indicates the last time the data was retrieved.

    A scheduled refresh job is automatically created when you complete the capability configuration. You can also manually refresh the metadata by clicking Options updated: <timestamp>. The scheduled refresh job appears on the Jobs dashboard of your Edge site with the same name as your lineage capability.

    If two jobs with the same name appear on the Jobs dashboard, one is the scheduled refresh job and the other is the lineage synchronization job. By default, the scheduled refresh job runs daily at 23:00 server time. Unlike the lineage synchronization job, the scheduled refresh job appears only on the Jobs dashboard and not in the Activities list.

    This action populates the Workspaces field.

    No
    Domain

    Select the domain in which Sigma assets should be created.

    Important Choose a domain of type Technology Asset to ensure compatibility.

    Yes
    Workspaces

    Add one or more Sigma workspaces to restrict synchronization to specific workspaces. To add a Sigma workspace ID, click Add Workspace ID.

    If left blank, all available workspaces are synchronized.

    The field is prepopulated with the workspace IDs available in your Sigma environment. Loading the workspace IDs into the dropdown list can take some time.

    Yes
    FieldActionRequired
    Options updated: <timestamp>

    Options updated: <timestamp> next to Synchronization configuration indicates the last time the data was retrieved.

    A scheduled refresh job is automatically created when you complete the capability configuration. You can also manually refresh the metadata by clicking Options updated: <timestamp>. The scheduled refresh job appears on the Jobs dashboard of your Edge site with the same name as your lineage capability.

    If two jobs with the same name appear on the Jobs dashboard, one is the scheduled refresh job and the other is the lineage synchronization job. By default, the scheduled refresh job runs daily at 23:00 server time. Unlike the lineage synchronization job, the scheduled refresh job appears only on the Jobs dashboard and not in the Activities list.

    This action populates the Workspaces field.

    No
    Source ID

    Enter the identifier of the Sigma source to scope lineage extraction.


    Yes
    Domain

    Select the domain where Sigma lineage assets will be created.

    Yes
    Workspaces

    To add a Sigma workspace ID from which you want to harvest lineage, click Add Workspace ID.

    Add one or more Sigma workspace IDs to restrict lineage ingestion.

    The field is prepopulated with the workspace IDs available in your Sigma environment. Loading the workspace IDs into the dropdown list can take some time.

    Leave empty to synchronize lineage for all available workspaces.

    No
  7. Click Save.
  8. Click Synchronize.
    A notification indicates the synchronization has started.
  1. On the main toolbar, click Products icon → Catalog.
    The Catalog homepage opens.
  2. Click Integrations.
    The Integrations page opens.
  3. Click the Integration Configuration tab.
  4. In the Integration column, find the technical lineage capability that you created, and click the capability name.
    The Integration configuration page for the capability opens.
  5. In the Metadata Inbound tab, click the Edit icon.
  6. Enter the required information.
    FieldDescriptionRequired
    Options updated: <timestamp>

    Options updated: <timestamp> next to Synchronization configuration indicates the last time the data was retrieved.

    A scheduled refresh job is automatically created when you complete the capability configuration. You can also manually refresh the metadata by clicking Options updated: <timestamp>. The scheduled refresh job appears on the Jobs dashboard of your Edge site with the same name as your lineage capability.

    If two jobs with the same name appear on the Jobs dashboard, one is the scheduled refresh job and the other is the lineage synchronization job. By default, the scheduled refresh job runs daily at 23:00 server time. Unlike the lineage synchronization job, the scheduled refresh job appears only on the Jobs dashboard and not in the Activities list.

    This action populates the Workspaces field.

    No
    Domain

    Select the domain in which Sigma assets should be created.

    Important Choose a domain of type Technology Asset to ensure compatibility.

    Yes
    Workspaces

    Add one or more Sigma workspaces to restrict synchronization to specific workspaces. To add a Sigma workspace ID, click Add Workspace ID.

    If left blank, all available workspaces are synchronized.

    The field is prepopulated with the workspace IDs available in your Sigma environment. Loading the workspace IDs into the dropdown list can take some time.

    Yes
    FieldActionRequired
    Options updated: <timestamp>

    Options updated: <timestamp> next to Synchronization configuration indicates the last time the data was retrieved.

    A scheduled refresh job is automatically created when you complete the capability configuration. You can also manually refresh the metadata by clicking Options updated: <timestamp>. The scheduled refresh job appears on the Jobs dashboard of your Edge site with the same name as your lineage capability.

    If two jobs with the same name appear on the Jobs dashboard, one is the scheduled refresh job and the other is the lineage synchronization job. By default, the scheduled refresh job runs daily at 23:00 server time. Unlike the lineage synchronization job, the scheduled refresh job appears only on the Jobs dashboard and not in the Activities list.

    This action populates the Workspaces field.

    No
    Source ID

    Enter the identifier of the Sigma source to scope lineage extraction.


    Yes
    Domain

    Select the domain where Sigma lineage assets will be created.

    Yes
    Workspaces

    To add a Sigma workspace ID from which you want to harvest lineage, click Add Workspace ID.

    Add one or more Sigma workspace IDs to restrict lineage ingestion.

    The field is prepopulated with the workspace IDs available in your Sigma environment. Loading the workspace IDs into the dropdown list can take some time.

    Leave empty to synchronize lineage for all available workspaces.

    No
  7. Click Save.
  8. In the Synchronization Schedule section, click Add Schedule.
  9. Enter the information.
    FieldDescription
    RepeatThe interval when you want to synchronize automatically. The possible values are: Daily, Weekly, Monthly, and Cron expression.
    Cron

    The Quartz Cron expression that determines when the synchronization takes place.

    This field is only visible if you select Cron expression in the Repeat field.

    Every

    The day on which you want to synchronize, for example, Sunday.

    This field is only visible if you select Weekly in the Repeat field.

    Every first

    The day of the month on which you want to synchronize, for example, Tuesday.

    This field is only visible if you select Monthly in the Repeat field.

    At

    The time at which you want to synchronize automatically, for example, 14:00.

    • You can only schedule on the hour. For example, you can add a synchronization schedule at 8:00, but not at 8:45.
    • This field is only visible if you select Daily, Weekly, or Monthly in the Repeat field.
    Time zoneThe time zone for the schedule.
  10. Click Save

What's next

The synchronization job integrates the metadata.

After the synchronization:

  • You can view a summary of the results from the Activities list.
  • For metadata synchronization, the resulting assets get a relation to the System asset that you selected.