In this section, we provide guides and references to use the Alation connector.
Configure and schedule Alation metadata workflow from the OpenMetadata UI:
Ingestion Deployment
To run the Ingestion via the UI you'll need to use the OpenMetadata Ingestion Container, which comes shipped with custom Airflow plugins to handle the workflow deployment. If you want to install it manually in an already existing Airflow host, you can follow this guide.
If you don't want to use the OpenMetadata Ingestion container to configure the workflows via the UI, then you can check the following docs to run the Ingestion Framework in any orchestrator externally.
Run Connectors from the OpenMetadata UI
Learn how to manage your deployment to run connectors from the UIRun the Connector Externally
Get the YAML to run the ingestion externallyExternal Schedulers
Get more information about running the Ingestion Framework ExternallyHow to Run the Connector Externally
To run the Ingestion via the UI you'll need to use the OpenMetadata Ingestion Container, which comes shipped with custom Airflow plugins to handle the workflow deployment.
If, instead, you want to manage your workflows externally on your preferred orchestrator, you can check the following docs to run the Ingestion Framework anywhere.
Requirements
Follow the official documentation to generate a API Access Token from here
Data Mapping and Assumptions
Following entities are supported and will be mapped to the OpenMetadata entities as shown below.
| Alation Entity | OpenMetadata Entity |
|---|---|
| Data Source (OCF and Native) | Database Service |
| Data Source (OCF and Native) | Database |
| Schema | Schema |
| Table | Table |
| Columns | Columns |
| Custom Fields | Custom Properties |
| Tags | Tags |
| BI Servers | Dashboard Services |
| Dashboard DataSource | Dashboard DataModel |
| Folder | Dashboard |
| Report | Chart |
| Users/Groups | Users/Teams |
| Domains/Subdomains | Domains/Subdomains |
| Knowledge Articles | Knowledge Center Articles |
- Since Alation does not have a concept of Service entity, the Data Sources (OCF and Native) will be mapped to Database Service and Database in OpenMetadata. Hence for each Data Source in Alation there will one Database Service and Database present in OpenMetadata.
- Custom fields will have a 1:1 mapping for all the entities except for Columns since OpenMetadata does not support custom properties for columns.
- Alation has two fields for descriptions i.e.
descriptionsandcomments. These fields will be combined under one fielddescriptionin OpenMetadata for all the entities. - Utilize the databaseFilterPattern (datasource in Alation), schemaFilterPattern, and tableFilterPattern to apply filters to Alation entities. Provide the
idsof the datasource, schemas, and tables for the Alation entities in the respective fields.
Metadata Ingestion
1. Visit the Services Page
The first step is to ingest the metadata from your sources. To do that, you first need to create a Service connection first.
This Service will be the bridge between OpenMetadata and your source system.
Once a Service is created, it can be used to configure your ingestion workflows.
Select your Service Type and Add a New Service
Add a new Service from the Services page
Select your Service from the list
4. Name and Describe your Service
Provide a name and description for your Service.
Service Name
OpenMetadata uniquely identifies Services by their Service Name. Provide a name that distinguishes your deployment from other Services, including the other Alation Services that you might be ingesting metadata from.
Note that when the name is set, it cannot be changed.
Provide a Name and description for your Service
5. Configure the Service Connection
In this step, we will configure the connection settings required for Alation.
Please follow the instructions below to properly configure the Service to read from your sources. You will also find helper documentation on the right-hand side panel in the UI.
Configure the Service connection by filling the form
Connection Options
hostPort: Host and port of the Alation instance.
authType: Following authentication types are supported:
- Basic Authentication: We'll use the user credentials to generate the access token required to authenticate Alation APIs
- username: Username of the user.
- password: Password of the user.
- Access Token Authentication: The access token created using the steps mentioned here can directly be entered. We'll use that directly to authenticate the Alation APIs
- accessToken: Generated access token
For Alation backend database Connection:
Alation APIs do not provide us with some of the metadata. This metadata we extract directly from the alation's backend database by query the tables directly. Note that this is a optional config and if it is not provided primary metadata will still be ingested. Below is the metadata fetched from alation database: 1. User and Group Relationships
Choose either postgres or mysql connection depending on the db:
- Postgres Connection
- username: Specify the User to connect to Postgres. Make sure the user has select privileges on the tables of the alation schema. password: Password to connect to Postgres. hostPort: Enter the fully qualified hostname and port number for your Postgres deployment in the Host and Port field.
- database: Initial Postgres database to connect to. Specify the name of database associated with Alation instance.
- MySQL Connection
- username: Specify the User to connect to MySQL. Make sure the user has select privileges on the tables of the alation schema. password: Password to connect to MySQL. hostPort: Enter the fully qualified hostname and port number for your MySQL deployment in the Host and Port field.
- databaseSchema: Initial MySQL database to connect to. Specify the name of database schema associated with Alation instance.
projectName: Project Name can be anything. e.g Prod or Demo. It will be used while creating the tokens.
paginationLimit: Pagination limit used for Alation APIs pagination. By default is set to 10.
includeUndeployedDatasources: Specifies if undeployed datasources should be included while ingesting. By default is set to false.
includeHiddenDatasources: Specifies if hidden datasources should be included while ingesting. By default is set to false.
ingestUsersAndGroups: Specifies if users and groups should be included while ingesting. By default is set to true.
ingestKnowledgeArticles: Specifies if knowledge articles should be included while ingesting. By default is set to true.
ingestDatasources: Specifies if databases, schemas and tables should be included while ingesting. By default is set to true.
ingestDomains: Specifies if domains and subdomains should be included while ingesting. By default is set to true.
ingestDashboards: Specifies if BI sources and dashboards should be included while ingesting. By default is set to true.
alationTagClassificationName: Specify the classification name under which the tags from alation will be created in OpenMetadata. By default it is set to alationTags.
connectionArguments: These are additional parameters for Alation. If not specified the ingestion will use the predefined pagination logic. The following arguments are intended to be used in conjunction and are specifically for Alation DataSource APIs:
skip: This parameter determines the count of records to bypass at the start of the dataset. When set to 0, as in this case, it means that no records will be bypassed. If set to 10, it will bypass the first 10 records.
limit: This argument specifies the maximum number of records to return. Here, it's set to 10, meaning only the first 10 records will be returned.
To perform incremental ingestion, these arguments should be used together. For instance, if there are a total of 30 datasources in Alation, the ingestion can be configured to execute three times, with each execution ingesting 10 datasources.
- 1st execution: {"skip": 0, "limit": 10}
- 2nd execution: {"skip": 10, "limit": 10}
- 3rd execution: {"skip": 20, "limit": 10}
Advanced Configuration
Database Services have an Advanced Configuration section, where you can pass extra arguments to the connector and, if needed, change the connection Scheme.
This would only be required to handle advanced connectivity scenarios or customizations.
- Connection Options (Optional): Enter the details for any additional connection options that can be sent to database during the connection. These details must be added as Key-Value pairs.
- Connection Arguments (Optional): Enter the details for any additional connection arguments such as security or protocol configs that can be sent during the connection. These details must be added as Key-Value pairs.
Advanced Configuration
6. Test the Connection
Once the credentials have been added, click on Test Connection and Save the changes.
Test the connection and save the Service
7. Configure Metadata Ingestion
In this step we will configure the metadata ingestion pipeline, Please follow the instructions below
Configure Metadata Ingestion Page
8. Schedule the Ingestion and Deploy
Scheduling can be set up at an hourly, daily, weekly, or manual cadence. The timezone is in UTC. Select a Start Date to schedule for ingestion. It is optional to add an End Date.
Review your configuration settings. If they match what you intended, click Deploy to create the service and schedule metadata ingestion.
If something doesn't look right, click the Back button to return to the appropriate step and change the settings as needed.
After configuring the workflow, you can click on Deploy to create the pipeline.
Schedule the Ingestion Pipeline and Deploy
Troubleshooting
Workflow Deployment Error
If there were any errors during the workflow deployment process, the Ingestion Pipeline Entity will still be created, but no workflow will be present in the Ingestion container.
- You can then Edit the Ingestion Pipeline and Deploy it again.
- From the Connection tab, you can also Edit the Service if needed.