Data source-specific permissions

Before you can start ingesting metadata, ensure that you meet the required permissions for your specific data source.

These permissions apply regardless of whether you're using Edge or the lineage harvester.

Important

Ensure that you meet the Azure Data Factory-specific permissions described in Set up Azure Data Factory.

As a technical lineage user, ensure that your Catalog Author global role has the following global permissions. With these permissions, Collibra Data Lineage can process the lineage and synchronize the results to Data Catalog to create technical lineage.
- Catalog > Advanced Data Type > Add
- Catalog > Advanced Data Type > Remove
- Catalog > Advanced Data Type > Update
- Catalog > Technical lineage
As a Data Catalog user, ensure that your Edge integration engineer global role has the following global permissions. With these permissions, you can create connections and capabilities on Edge, configure the integration, and synchronize the integration.
- Manage connections and capabilities
- View Edge connections and capabilities
As a Google Dataplex user, ensure that you have the following access. Use the service account of this user when you create a GCP connection so that CollibraData Lineage can harvest lineage from Dataplex.
- Enable the Data Lineage API in Dataplex for the projects that you want to harvest lineage from. For more information, go to Data Lineage API in Google Cloud documentation.
- The Data Lineage Viewer role.
- The BigQuery Admin role if you want Collibra Data Lineage to collect lineage not only from stored procedures that you created but also from those that other Dataplex users created.
- The bigquery.jobs.get permission.
  For more information, go to IAM basic and predefined roles reference in the Google Cloud documentation.
- When you synchronize technical lineage for Google Dataplex, you can add Project IDs that you want to harvest lineage from. If you want to have Project IDs available for selection when you add Project IDs, ensure that the service account has the resourcemanager.projects.get permission to GCP Projects where Dataplex is enabled. If the service account does not have this permission, you can enter the Project IDs manually on the Synchronization configuration page.

You need read access on information_schema. Only views that you own are processed.

You need read access on the SYS schema.

If you are using the lineage harvester, you need read access on information_schema:

bigquery.datasets.get
bigquery.tables.get
bigquery.tables.list
bigquery.jobs.create
bigquery.routines.get
bigquery.routines.list

If you are using Edge, you also need:

resourcemanager.projects.get
bigquery.readsessions.create
bigquery.readsessions.getData

SELECT, at table level. Grant this to every table for which you want to create a technical lineage.
Read access to the SYS schema or the tables in the schema.

Ensure that your service account token has the Read-Only permission.

Ensure that you have the permission to copy the target/ directory, which is generated by running the dbt compile command, to a local folder.

You need Monitoring role permissions.

To create technical lineage from calculated views in an SAP HANA Classic on-premises data source, you also need the following permissions:

SELECT on the following views:
- _SYS_REPO.ACTIVE_OBJECT
- _SYS_REPO.ACTIVE_OBJECTCROSSREF
- SYS.OBJECT_DEPENDENCIES
The CATALOG READ system privilege

A role with the LOGIN option.

SELECT WITH GRANT OPTION, at Table level.

CONNECT ON DATABASE

You need read access on the SYS schema and the View Definition Permission in your SQL Server.

You need read access on definition_schema.

GRANT SELECT, at table level. Grant this to every table for which you want to create a technical lineage.
The role of the user that you specify in the username property in lineage harvester configuration file must be the owner of the views in PostgreSQL.

You need read access on the DBC.

You need read access to the following dictionary views:

all_tab_cols
all_col_comments
all_objects
ALL_DB_LINKS
all_mviews
all_source
all_synonyms
all_views

Note By default, the lineage harvester queries the all_source table to retrieve Package bodies. However, this requires the EXECUTE privilege. As an alternative, you can direct the harvester to query the dba_source table, which requires the SELECT_CATALOG_ROLE role. To do so, you need to:

If via Edge: Replace all_source by dba_source in the Other Queries field in your Edge capability.
If via the CLI lineage harvester: Replace all_source by dba_source in the file ./sql/oracle/queries.sql, which is included in the ZIP file when you download the lineage harvester.

Your user role must have privileges to export assets.
You must have read permission on all assets that you want to export.

You have at least a Matillion Enterprise license.
You have generated the Matillion certificate. For more information, go to Recreating self-signed SSL certificates on a Matillion ETL instance.
You have added the Matillion certificate to a Java truststore. For more information about adding a certificate to a Java truststore, go to Add a Certificate to a Truststore Using Keytool.
If you encounter the javax.net.ssl.SSLHandshakeException: General SSLEngine problem error message, go to Data Source Name Failed exception with Tableau & technical lineage in Collibra Support Portal for a solution.

The following permissions are required, regardless of the ingestion mode: SQL or SQL-API.

Ensure that the Snowflake user has the appropriate allowed host list. For details, go to Allowing Hostnames in Snowflake documentation.
You need a role that can access the Snowflake shared read-only database. To access the shared database, the account administrator the account administrator must grant the OBJECT_VIEWER and GOVERNANCE_VIEWER database role on the shared database to the user that runs the lineage harvester. The username of the user must be specified in the JDBC connection that you use to access Snowflake.

The source code files must be in the same directory as your JSON files. For complete information, go to Working with custom technical lineage.
To stitch the data objects of your data sources with Data Catalog assets, you need to register your data sources in Data Catalog. When you then prepare the Data Catalog physical data layer, ensure that you use a structure that matches the structure of ingested assets in Data Catalog.
Determine whether you want to use the single-file or batch definition option.
If you choose the single-file definition option, determine whether you want to create a simple or advanced custom technical lineage.

Before you start the Power BI integration process, you have to perform a number of tasks in Power BI and Microsoft Azure. These tasks, which are performed outside of Collibra, are needed to enable the lineage harvester to reach your Power BI application and collect its metadata. For complete information, go to Set up Power BI.

Collibra Data Lineage supports:

Power BI on the Microsoft Power Platform.
Power BI on Fabric.

The configuration requirements and the integration are the same, regardless of your setup.

Before you start the Tableau integration process, you have to perform a number of tasks in Tableau. For complete information, go to the following topics:

Before you start the SAP Analytics Cloud integration process, you have to perform a number of tasks in SAP. For complete information, go to Set up SAP Analytics Cloud.

You need the following roles, with user access to the server from which you want to ingest:

A system-level role that is at least a System user role.
An item-level role that is at least a Content Manager role.

We recommend that you use SQL Server 2019 Reporting Services or newer. We can't guarantee that older versions will work.

Before you start the Looker integration process, you need to set up Looker.

You need the following Admin API permissions:
1. The first call we make to MicroStrategy is to authenticate. We connect to:
  <MSTR URL>:<Port>/MicroStrategyLibrary/api-docs/ and use GET api/auth/login.
  For complete information, see the MicroStrategy documentation.
  If this API call can be made successfully, you can ingest the metadata.
2. The same connection:
  <MSTR URL>:<Port>/MicroStrategyLibrary/api-docs/, but with GET api/model/tables/<tableId>.
  For complete information, see the MicroStrategy documentation.
  This endpoint is needed to create lineage and stitching.
You need permissions to access the library server.
The lineage harvester uses port 443. If the port is not open, you also need permissions to access the repository.
You have to configure the MicroStrategy Modeling Service. For complete information, see the MicroStrategy documentation.

Warning

Collibra Data Lineage uses the API 4.0 endpoints GET /queries/<query_id> and GET /running_queries. Due to a security update by Looker, the behavior of these endpoints has changed. Therefore, you must now:

Select the "Disallow Numeric Query IDs" option in Looker.
Ensure that your Looker user has the Admin role. The Admin role has the Administer permission, which is not available in the custom permission set.

For complete information, see the Looker Query ID API Patch Notice.

Note Column-level lineage is not generated for tables that are created by SQL statements, unless you provide the SQL statements via the following means:

By creating a shared storage connection (if you are using Edge).
By using the folder connection method (if you are using the lineage harvester).