Warning Jobserver and all related Jobserver integrations are end of life starting October, 2024, with the exception of Public Sector customers using GovCloud or on-prem environments.
For information about using Catalog connectors on Edge, go to Overview of Catalog connectors.

Register a data source using a Collibra-certified driver

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You can register a database as a data source using one of the JDBC drivers provided by Collibra Marketplace.

Note 
Important 

Choose an option below to explore the documentation for the latest user interface (UI) or the classic UI.

Prerequisites

  • You have a global role with the Catalog global permission, for example, Catalog Author.
  • You have configured one or more Jobservers in Collibra Console. If there is no available Jobserver, the Register data source actions will be grayed out in the global create menu of Collibra Platform Self-Hosted.
  • If you are using a Collibra Platform Self-Hosted environment with an on-premises Jobserver, both must have the same installer version. You can find the installer version of your Collibra Platform Self-Hosted environment at the bottom of the sign-in window of its Collibra Console, for example 5.9.2-0
  • You have a resource role with the following resource permissions on the Schema community:
    • Asset > add
    • Attribute > add
    • Domain > add
    • Attachment > add

Steps

  1. On the main toolbar, click Products icon Catalog.
    The Catalog homepage opens.
  2. On the main toolbar, click Plus icon.
    The Create dialog box appears.
  3. In the Create dialog box, click Register a Data Source Using a Collibra Certified Driver.
  4. Do one of the following:
    • Click Select in the row of an existing driver to continue.
  5. Configure the data source:
    FieldDescription
    Schema Name

    This name is used in CPSH as schema asset and must therefore be unique.

    Schema DescriptionThe description of the schema. This is used as description of the schema asset.
    OwnerThe owner of the registered data in CPSH.
    Process On

    The jobserver used for ingesting.

    <Connection properties section>

    This section contains the connection properties.

    Login InformationThis section contains the login information.
    Store Credentials

    Select this option to store the credentials to access the database. With a schema refresh, you can clear this option again.

    Username

    Username to access the database.

    Note This field is ignored if your data source uses any other means of authentication, such as Cyberark, Kerberos, NTLM or any certificate-based authentication method.
    Password

    Corresponding password to access the database.

    Note This field is ignored if your data source uses any other means of authentication, such as Cyberark, Kerberos, NTLM or any certificate-based authentication method.

    Schedule Data Refresh

    Enable or disable a schedule to automatically refresh the data registration.
    Cron Expression

    Schedule of the data refresh as a Cron pattern.

    If you create an invalid Cron pattern, Collibra Platform Self-Hosted stops responding.
    Time Zone
    The time zone of the database.

    Store Data Profile

    Option to perform data profiling on the registered data.

    Store Sample Data

    Option to extract sample data from the registered data.

    Tables excluded from registration

    Database tables that will not be ingested.

    Note 
    • If required, you can exclude multiple tables. To do this, press Enter after typing a value and then type the next.
    • You can use an asterisk (*) as wildcard to select multiple tables. For example, if you want to exclude the tables that all start with act_, you can enter act_*.
    • The table names are case sensitive.
    • You can add or remove tables from this list by refreshing the schema.
    • The Table assets that are created after ingestion have an attribute type called Table Type that defines the type of table that is declared in the data source. For example, TABLE, VIEW,...
  6. Click Save & Create.

What's next

The data source is registered and the data is automatically ingested. The ingestion of data is executed in a job. You can see this job in the list of activities.

Tip 
  • If the database contains foreign keys, they will be registered as new assets of the Foreign Key asset type. Assets of this type contain the complex relation, which is the link between all column assets that are part of the foreign key definition.

    However, the complex relation is not created if a column is part of a table that is added to the list of Tables excluded from registration.
  • If you exclude a table during the schema refresh, the corresponding table, column assets and foreign key mapping will be deleted.