Synchronizing ThoughtSpot imports and updates metadata from your ThoughtSpot tenant into Collibra Platform. You can also choose to create technical lineage (in preview) during synchronization.
The integration automatically creates or updates metadata objects as assets in the Data Catalog and generates technical lineage based on the defined operating model.
You can synchronize manually or automate the process by adding a synchronization schedule.
Prerequisites
Ensure that the requirements are met in both the Collibra and ThoughtSpot environments.
In your Collibra environment
- You have added the ThoughtSpot synchronization capability for the connection.
- You have a resource role with the Configure external system resource permission, for example, Owner.
- 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.
Steps
-
On the main toolbar, click
→
Catalog.
The Catalog homepage opens. - Click Integrations.
The Integrations page opens. - Click the Integration Configuration tab.
- Locate the ThoughtSpot connection that you used when you added the ThoughtSpot Synchronization (Preview) capability and click the link in the Capabilities column.
The synchronization configuration page opens. - Select the tab for the type of synchronization you want to configure:
- To integrate metadata, select the Metadata Inbound tab.
- To create technical lineage, select the ThoughtSpot Lineage tab.
- Click the Edit icon.
- Complete the fields as needed.
Field Action Required Options updated: <timestamp> Click Options updated: <timestamp> next to Synchronization configuration, where
timestampindicates the last time when the data was retrieved.Clicking Options updated: <timestamp> also creates a scheduled job that, by default, runs daily at 23:00 server time to refresh the data. The job appears on the Jobs dashboard of your Edge site with the same name as your lineage capability.
When two jobs with the same name appear on the Jobs dashboard, the job that ran at 23:00 server time is the scheduled refresh job, and the other is the lineage synchronization job. 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 Orgs field.
No Domain Select the domain where ThoughtSpot assets will be created. Use a BI Catalog or Technology Asset domain type.
Yes Orgs To add an organization names or identifiers, click Add Org ID. You can add one or more ThoughtSpot organization names or identifiers to restrict the scope.
This field is prepopulated with the organization IDs available in your ThoughtSpot environment. Loading the organization IDs into the dropdown list can take some time.
If left blank, Collibra synchronizes all Orgs accessible to the credentials.
Yes Field Action Required Options updated: <timestamp> Click Options updated: <timestamp> next to Synchronization configuration, where
timestampindicates the last time when the data was retrieved.Clicking Options updated: <timestamp> also creates a scheduled job that, by default, runs daily at 23:00 server time to refresh the data. The job appears on the Jobs dashboard of your Edge site with the same name as your lineage capability.
When two jobs with the same name appear on the Jobs dashboard, the job that ran at 23:00 server time is the scheduled refresh job, and the other is the lineage synchronization job. 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 Organizations field.
No Source ID Enter the identifier of the ThoughtSpot source to scope lineage extraction.
Yes Domain Select the domain where ThoughtSpot lineage assets will be created.
Yes Organizations To add an organization names or identifiers, click Add Org ID. You can add one or more ThoughtSpot organization names or identifiers to restrict lineage ingestion.
This field is prepopulated with the organization IDs available in your ThoughtSpot environment. Loading the organization IDs into the dropdown list can take some time.
- Click Save.
- Click Synchronize.
A notification indicates the synchronization has started.
-
On the main toolbar, click
→
Catalog.
The Catalog homepage opens. - Click Integrations.
The Integrations page opens. - Click the Integration Configuration tab.
- Locate the ThoughtSpot connection that you used when you added the ThoughtSpot Synchronization (Preview) capability and click the link in the Capabilities column.
The synchronization configuration page opens. - Select the tab for the type of synchronization you want to configure:
- To integrate metadata, select the Metadata Inbound tab.
- To create technical lineage, select the ThoughtSpot Lineage tab.
- Click the Edit icon.
- Complete the fields as needed.
Field Action Required Options updated: <timestamp> Click Options updated: <timestamp> next to Synchronization configuration, where
timestampindicates the last time when the data was retrieved.Clicking Options updated: <timestamp> also creates a scheduled job that, by default, runs daily at 23:00 server time to refresh the data. The job appears on the Jobs dashboard of your Edge site with the same name as your lineage capability.
When two jobs with the same name appear on the Jobs dashboard, the job that ran at 23:00 server time is the scheduled refresh job, and the other is the lineage synchronization job. 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 Orgs field.
No Domain Select the domain where ThoughtSpot assets will be created. Use a BI Catalog or Technology Asset domain type.
Yes Orgs To add an organization names or identifiers, click Add Org ID. You can add one or more ThoughtSpot organization names or identifiers to restrict the scope.
This field is prepopulated with the organization IDs available in your ThoughtSpot environment. Loading the organization IDs into the dropdown list can take some time.
If left blank, Collibra synchronizes all Orgs accessible to the credentials.
Yes Field Action Required Options updated: <timestamp> Click Options updated: <timestamp> next to Synchronization configuration, where
timestampindicates the last time when the data was retrieved.Clicking Options updated: <timestamp> also creates a scheduled job that, by default, runs daily at 23:00 server time to refresh the data. The job appears on the Jobs dashboard of your Edge site with the same name as your lineage capability.
When two jobs with the same name appear on the Jobs dashboard, the job that ran at 23:00 server time is the scheduled refresh job, and the other is the lineage synchronization job. 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 Organizations field.
No Source ID Enter the identifier of the ThoughtSpot source to scope lineage extraction.
Yes Domain Select the domain where ThoughtSpot lineage assets will be created.
Yes Organizations To add an organization names or identifiers, click Add Org ID. You can add one or more ThoughtSpot organization names or identifiers to restrict lineage ingestion.
This field is prepopulated with the organization IDs available in your ThoughtSpot environment. Loading the organization IDs into the dropdown list can take some time.
- Click Save.
- In the Synchronization Schedule section, click the Add synchronization schedule icon.
- Enter the information.
Field Description Repeat The interval when you want to synchronize automatically. The possible values are: Daily, Weekly, Monthly, and Cron expression. CronThe Quartz Cron expression that determines when the synchronization takes place.
This field is only visible if you select
Cron expressionin the Repeat field.EveryThe day on which you want to synchronize, for example, Sunday.
This field is only visible if you select
Weeklyin the Repeat field.Every firstThe day of the month on which you want to synchronize, for example, Tuesday.
This field is only visible if you select
Monthlyin 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, orMonthlyin the Repeat field.
Time zone The time zone for the schedule. - Click Save
After the synchronization:
- You can view a summary of the results from the Activities list.
- For information on the integrated data, go to Integrated ThoughtSpot data.