How to crawl Metabase

Once you have configured the Metabase user permissions, you can establish a connection between Atlan and Metabase.

To crawl metadata from Metabase, review the order of operations and then complete the following steps.

Select the source

To select Metabase 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 Metabase Assets and click on Setup Workflow.

Provide credentials

To enter your Metabase credentials:

  1. For Host Name, enter the full URL for your Metabase instance, including the https://.
  2. For Port, enter the port number of your Metabase instance.
  3. For Authentication, enter the Username and Password you configured.
  4. Click the Test Authentication button to confirm connectivity to Metabase using these details.
  5. Once successful, at the bottom of the screen, click Next.

Configure the connection

To complete the Metabase 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 Metabase crawler, you can further configure it.

You can override the defaults for any of the remaining options:

  • Select collections you want to include in crawling in the Include Collections field. (This will default to all collections, if none are specified.)
  • Select collections you want to exclude from crawling in the Exclude Collections field. (This will default to no collections, if none are specified.)
πŸ’ͺ Did you know? If a collection appears in both the include and exclude filters, the exclude filter takes precedence.

Run the crawler

You can now run the Metabase crawler.

  1. To check for any permissions or other configuration issues before running the crawler, click Preflight checks.
  2. You can either:
    • 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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