ThoughtSpot integration preflight checks

October 2, 2026

To ensure successful metadata ingestion and lineage generation, complete the following preflight checks.

In your ThoughtSpot environment

• You have a valid ThoughtSpot Tenant URL.
• You have a username and password with API access permissions.
• The credentials must have access to the following assets in the targeted Orgs:
  • Connections
  • Data Models (Worksheets/Views)
  • Liveboards
  • Answers
  Any content restricted or hidden from these credentials are not ingested during synchronization.
• You have identified the ThoughtSpot Orgs you plan to synchronize if filtering is required.

In your Collibra environment

Lineage enablement

• Technical lineage via Edge is enabled in your Collibra environment.

Edge

• You have Collibra Platform 2026.03 or newer.
• You either created and installed an Edge site or were granted a Collibra Cloud site. The Edge version must be 2026.3.14 or newer.
  
  Important If you're using a Collibra Cloud site, go the Collibra Cloud site documentation to check if your data source is supported.
• The Edge site status must be Healthy.

Network and proxy configuration

• Edge can connect to all Collibra Data Lineage service instances in your geographic location.
• The following endpoint must be reachable from the Edge host:
  https://{tenantName}.thoughtspot.cloud.
• Optionally, you've connected to a proxy server.

Collibra permissions

You can connect to Collibra Data Lineage by using the basic or OAuth authentication method. The following permissions are required only if you use the basic authentication method. 

• A global role with the following global permissions:
  • Data Stewardship Manager
  • Manage all resources
  • System administration
  • Technical lineage
• A resource role with the following resource permissions on the community level in which you created the domain:
  • Asset > Add
  • Attribute > Add
  • Domain > Add
  • Attachment > Add

To connect to Collibra Data Lineage service instances via OAuth authentication:

• You have a global role with the Product Rights > System administration global permission.
• You have a global role that has the Manage Edge sites global permission.
• You have a global role that has the Manage connections and capabilities global permission.

To create a ThoughtSpot connection:

• You have a global role with the Product Rights > System administration global permission.
• You have a global role that has the Manage Edge sites global permission.
You have added a vault to your Edge site.
Note  Vaults are not supported on Collibra Cloud sites.
If your data source connection requires a file from your vault, the file must be encoded into Base64 and stored as a regular secret in your vault.

To add an Edge capability:

• You have a global role with the Product Rights > System administration global permission.
• You have a global role that has the Manage connections and capabilities global permission, for example, Edge integration engineer.

To synchronize technical lineage:

• A global role that has the following global permission:
  • Catalog, for example Catalog Author
  • View Edge connections and capabilities
• A resource role with Configure external system resource permission, for example Owner.