How to crawl PostgreSQL

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Once you have configured the PostgreSQL user permissions, you can establish a connection between Atlan and PostgreSQL. (If you are using a private network for PostgreSQL, you will need to set that up first, too.)

To crawl metadata from PostgreSQL, complete the following steps.

Select the source

To select PostgreSQL as your source:

  1. In the top right of any screen, navigate to New and then click New Workflow.
  2. From the list of packages, select Postgres Assets and click on Setup Workflow.

Provide credentials

Choose your extraction method:

Direct extraction method

To enter your PostgreSQL credentials:

  1. For Host enter the host for your PostgreSQL instance.
  2. For Port enter the port number of your PostgreSQL instance.
  3. For Authentication choose the method you configured when setting up the PostgreSQL user:
    • For Basic authentication, enter the Username and Password you configured in PostgreSQL.
    • For IAM User authentication, enter the AWS Access KeyAWS Secret Key, and database Username you configured.
    • For IAM Role authentication, enter the database Username you configured.
  4. For Database enter the name of the database to crawl.
  5. Click Test Authentication to confirm connectivity to PostgreSQL using these details.
  6. When successful, at the bottom of the screen click Next.

S3 extraction method

To enter your S3 details:

  1. For S3 bucket name enter the name of your S3 bucket. If you are re-using Atlan's S3 bucket, you can leave this blank.
  2. For S3 prefix enter the S3 prefix under which all the metadata files exist. These include database.json, columns-<database>.json, and so on.
  3. (Optional) For S3 region enter the name of the S3 region.
  4. When complete, at the bottom of the screen click Next.

Configure the connection

To complete the PostgreSQL connection configuration:

  1. Provide a Connection Name that represents your source environment. For example, you might use values like production, development, gold, or analytics.
  2. (Optional) To change the users able to manage this connection, change the users or groups listed under Connection Admins.
    🚨 Careful! If you do not specify any user or group, nobody will be able to manage the connection β€” not even admins.
  3. At the bottom of the screen, click Next to proceed.

Configure the crawler

Before running the PostgreSQL crawler, you can further configure it. (These options are only available when using the direct extraction method.)

You can override the defaults for any of these options:

  • Select assets you want to exclude from crawling in the Exclude Metadata field. (This will default to no assets, if none are specified.)
  • Select assets you want to include in crawling in the Include Metadata field. (This will default to all assets, if none are specified.)
  • To have the crawler ignore temporary tables based on a naming convention, specify a regular expression in the Temporary table regex field.
πŸ’ͺ Did you know? If an asset appears in both the include and exclude filters, the exclude filter takes precedence.

Run the crawler

To run the PostgreSQL crawler, after completing the steps above:

  • To run the crawler once, immediately, at the bottom of the screen click the Run button.
  • To schedule the crawler to run hourly, daily, weekly or monthly, at the bottom of the screen click the Schedule & Run button.

Once the crawler has completed running, you will see the assets in Atlan's asset page! πŸŽ‰

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