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 connect using Airflow SDK or with the CLI.
{% tilesContainer %}
{% tile
title="Ingest with Airflow"
description="Configure the ingestion using Airflow SDK"
link="/connectors/database/postgres/airflow"
/ %}
{% tile
title="Ingest with the CLI"
description="Run a one-time ingestion using the metadata CLI"
link="/connectors/database/postgres/cli"
/ %}
{% /tilesContainer %}
## Requirements
{%inlineCallout icon="description" bold="OpenMetadata 0.12 or later" href="/deployment"%}
To deploy OpenMetadata, check the Deployment guides.
{%/inlineCallout%}
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.
**Note:** Note that we only support officially supported Postgres versions. You can check the version list [here](https://www.postgresql.org/support/versioning/).
### Usage and Lineage considerations
When extracting lineage and usage information from Postgres we base our finding on the `pg_stat_statements` table.
You can find more information about it on the official [docs](https://www.postgresql.org/docs/current/pgstatstatements.html#id-1.11.7.39.6).
Another interesting consideration here is explained in the following SO [question](https://stackoverflow.com/questions/50803147/what-is-the-timeframe-for-pg-stat-statements).
As a summary:
- The `pg_stat_statements` has no time data embedded in it.
- It will show all queries from the last reset (one can call `pg_stat_statements_reset()`).
Then, when extracting usage and lineage data, the query log duration will have no impact, only the query limit.
**Note:** For usage and lineage grant your user `pg_read_all_stats` permission.
```sql
GRANT pg_read_all_stats TO your_user;
```
## Metadata Ingestion
{% stepsContainer %}
{% step srNumber=1 %}
{% stepDescription title="1. Visit the Services Page" %}
The first step is ingesting the metadata from your sources. Under
Settings, you will find a Services link an external source system to
OpenMetadata. Once a service is created, it can be used to configure
metadata, usage, and profiler workflows.
To visit the Services page, select Services from the Settings menu.
- **Auth Type**: Basic Auth or IAM based auth to connect to instances / cloud rds.
- **Basic Auth**:
- **Password**: Password to connect to Postgres.
- **IAM Based Auth**:
- **AWS Access Key ID** &**AWS Secret Access Key**: When you interact with AWS, you specify your AWS security credentials to verify who you are and whether you have
permission to access the resources that you are requesting. AWS uses the security credentials to authenticate and
authorize your requests ([docs](https://docs.aws.amazon.com/IAM/latest/UserGuide/security-creds.html)).
Access keys consist of two parts: An **access key ID** (for example, `AKIAIOSFODNN7EXAMPLE`), and a **secret access key** (for example, `wJalrXUtnFEMI/K7MDENG/bPxRfiCYEXAMPLEKEY`).
You must use both the access key ID and secret access key together to authenticate your requests.
You can find further information on how to manage your access keys [here](https://docs.aws.amazon.com/IAM/latest/UserGuide/id_credentials_access-keys.html).
- **AWS Region**: Each AWS Region is a separate geographic area in which AWS clusters data centers ([docs](https://docs.aws.amazon.com/AmazonRDS/latest/UserGuide/Concepts.RegionsAndAvailabilityZones.html)).
As AWS can have instances in multiple regions, we need to know the region the service you want reach belongs to.
Note that the AWS Region is the only required parameter when configuring a connection. When connecting to the
services programmatically, there are different ways in which we can extract and use the rest of AWS configurations.
You can find further information about configuring your credentials [here](https://boto3.amazonaws.com/v1/documentation/api/latest/guide/credentials.html#configuring-credentials).
- **AWS Session Token (optional)**: If you are using temporary credentials to access your services, you will need to inform the AWS Access Key ID
and AWS Secrets Access Key. Also, these will include an AWS Session Token.
You can find more information on [Using temporary credentials with AWS resources](https://docs.aws.amazon.com/IAM/latest/UserGuide/id_credentials_temp_use-resources.html).
- **Endpoint URL (optional)**: To connect programmatically to an AWS service, you use an endpoint. An *endpoint* is the URL of the
entry point for an AWS web service. The AWS SDKs and the AWS Command Line Interface (AWS CLI) automatically use the
default endpoint for each service in an AWS Region. But you can specify an alternate endpoint for your API requests.
Find more information on [AWS service endpoints](https://docs.aws.amazon.com/general/latest/gr/rande.html).
- **Profile Name**: A named profile is a collection of settings and credentials that you can apply to a AWS CLI command.
When you specify a profile to run a command, the settings and credentials are used to run that command.
Multiple named profiles can be stored in the config and credentials files.
You can inform this field if you'd like to use a profile other than `default`.
Find here more information about [Named profiles for the AWS CLI](https://docs.aws.amazon.com/cli/latest/userguide/cli-configure-profiles.html).
- **Assume Role Arn**: Typically, you use `AssumeRole` within your account or for cross-account access. In this field you'll set the
`ARN` (Amazon Resource Name) of the policy of the other account.
A user who wants to access a role in a different account must also have permissions that are delegated from the account
administrator. The administrator must attach a policy that allows the user to call `AssumeRole` for the `ARN` of the role in the other account.
This is a required field if you'd like to `AssumeRole`.
Find more information on [AssumeRole](https://docs.aws.amazon.com/STS/latest/APIReference/API_AssumeRole.html).
- **Assume Role Session Name**: An identifier for the assumed role session. Use the role session name to uniquely identify a session when the same role
is assumed by different principals or for different reasons.
By default, we'll use the name `OpenMetadataSession`.
Find more information about the [Role Session Name](https://docs.aws.amazon.com/STS/latest/APIReference/API_AssumeRole.html#:~:text=An%20identifier%20for%20the%20assumed%20role%20session.).
- **Assume Role Source Identity**: The source identity specified by the principal that is calling the `AssumeRole` operation. You can use source identity
information in AWS CloudTrail logs to determine who took actions with a role.
Find more information about [Source Identity](https://docs.aws.amazon.com/STS/latest/APIReference/API_AssumeRole.html#:~:text=Required%3A%20No-,SourceIdentity,-The%20source%20identity).
- **Host and Port**: Enter the fully qualified hostname and port number for your Postgres deployment in the Host and Port field.
- **Connection Options (Optional)**: Enter the details for any additional connection options that can be sent to Postgres 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 to Postgres during the connection. These details must be added as Key-Value pairs.
- In case you are using Single-Sign-On (SSO) for authentication, add the `authenticator` details in the Connection Arguments as a Key-Value pair as follows: `"authenticator" : "sso_login_url"`
- **Name**: This field refers to the name of ingestion pipeline, you can customize the name or use the generated name.
- **Database Filter Pattern (Optional)**: Use to database filter patterns to control whether or not to include database as part of metadata ingestion.
- **Include**: Explicitly include databases by adding a list of comma-separated regular expressions to the Include field. OpenMetadata will include all databases with names matching one or more of the supplied regular expressions. All other databases will be excluded.
- **Exclude**: Explicitly exclude databases by adding a list of comma-separated regular expressions to the Exclude field. OpenMetadata will exclude all databases with names matching one or more of the supplied regular expressions. All other databases will be included.
- **Schema Filter Pattern (Optional)**: Use to schema filter patterns to control whether or not to include schemas as part of metadata ingestion.
- **Include**: Explicitly include schemas by adding a list of comma-separated regular expressions to the Include field. OpenMetadata will include all schemas with names matching one or more of the supplied regular expressions. All other schemas will be excluded.
- **Exclude**: Explicitly exclude schemas by adding a list of comma-separated regular expressions to the Exclude field. OpenMetadata will exclude all schemas with names matching one or more of the supplied regular expressions. All other schemas will be included.
- **Table Filter Pattern (Optional)**: Use to table filter patterns to control whether or not to include tables as part of metadata ingestion.
- **Include**: Explicitly include tables by adding a list of comma-separated regular expressions to the Include field. OpenMetadata will include all tables with names matching one or more of the supplied regular expressions. All other tables will be excluded.
- **Exclude**: Explicitly exclude tables by adding a list of comma-separated regular expressions to the Exclude field. OpenMetadata will exclude all tables with names matching one or more of the supplied regular expressions. All other tables will be included.
- **Include views (toggle)**: Set the Include views toggle to control whether or not to include views as part of metadata ingestion.
- **Mark Deleted Tables (toggle)**: Set the Mark Deleted Tables toggle to flag tables as soft-deleted if they are not present anymore in the source system.
- **Mark Deleted Tables from Filter Only (toggle)**: Set the Mark Deleted Tables from Filter Only toggle to flag tables as soft-deleted if they are not present anymore within the filtered schema or database only. This flag is useful when you have more than one ingestion pipelines. For example if you have a schema
{% /extraContent %}
{% step srNumber=8 %}
{% stepDescription title="8. Schedule the Ingestion and Deploy" %}
