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370 lines
13 KiB
Markdown
370 lines
13 KiB
Markdown
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---
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title: Postgres
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slug: /connectors/database/postgres
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---
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# PostgreSQL
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{% multiTablesWrapper %}
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| Feature | Status |
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| :----------------- | :--------------------------- |
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| Stage | PROD |
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| Metadata | {% icon iconName="check" /%} |
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| Query Usage | {% icon iconName="check" /%} |
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| Data Profiler | {% icon iconName="check" /%} |
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| Data Quality | {% icon iconName="check" /%} |
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| Lineage | {% icon iconName="check" /%} |
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| DBT | {% icon iconName="check" /%} |
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| Supported Versions | Postgres>=11 |
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| Feature | Status |
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| :----------- | :--------------------------- |
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| Lineage | {% icon iconName="check" /%} |
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| Table-level | {% icon iconName="check" /%} |
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| Column-level | {% icon iconName="check" /%} |
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{% /multiTablesWrapper %}
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In this section, we provide guides and references to use the PostgreSQL connector.
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Configure and schedule PostgreSQL metadata and profiler workflows from the OpenMetadata UI:
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- [Requirements](#requirements)
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- [Metadata Ingestion](#metadata-ingestion)
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- [Query Usage](#query-usage)
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- [Data Profiler](#data-profiler)
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- [Data Quality](#data-quality)
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- [Lineage](#lineage)
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- [dbt Integration](#dbt-integration)
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If you don't want to use the OpenMetadata Ingestion container to configure the workflows via the UI, then you can check
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the following docs to connect using Airflow SDK or with the CLI.
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{% tilesContainer %}
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{% tile
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title="Ingest with Airflow"
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description="Configure the ingestion using Airflow SDK"
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link="/connectors/database/postgres/airflow"
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/ %}
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{% tile
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title="Ingest with the CLI"
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description="Run a one-time ingestion using the metadata CLI"
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link="/connectors/database/postgres/cli"
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/ %}
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{% /tilesContainer %}
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## Requirements
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{%inlineCallout icon="description" bold="OpenMetadata 0.12 or later" href="/deployment"%}
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To deploy OpenMetadata, check the Deployment guides.
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{%/inlineCallout%}
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To run the Ingestion via the UI you'll need to use the OpenMetadata Ingestion Container, which comes shipped with
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custom Airflow plugins to handle the workflow deployment.
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**Note:** Note that we only support officially supported Postgres versions. You can check the version list [here](https://www.postgresql.org/support/versioning/).
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### Usage and Lineage considerations
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When extracting lineage and usage information from Postgres we base our finding on the `pg_stat_statements` table.
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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).
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Another interesting consideration here is explained in the following SO [question](https://stackoverflow.com/questions/50803147/what-is-the-timeframe-for-pg-stat-statements).
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As a summary:
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- The `pg_stat_statements` has no time data embedded in it.
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- It will show all queries from the last reset (one can call `pg_stat_statements_reset()`).
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Then, when extracting usage and lineage data, the query log duration will have no impact, only the query limit.
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**Note:** For usage and lineage grant your user `pg_read_all_stats` permission.
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```sql
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GRANT pg_read_all_stats TO your_user;
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```
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## Metadata Ingestion
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{% stepsContainer %}
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{% step srNumber=1 %}
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{% stepDescription title="1. Visit the Services Page" %}
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The first step is ingesting the metadata from your sources. Under
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Settings, you will find a Services link an external source system to
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OpenMetadata. Once a service is created, it can be used to configure
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metadata, usage, and profiler workflows.
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To visit the Services page, select Services from the Settings menu.
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{% /stepDescription %}
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{% stepVisualInfo %}
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{% image
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src="/images/v0.13.2/openmetadata/connectors/visit-database-service-page.png"
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alt="Visit Services Page"
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caption="Find Databases option on left panel of the settings page" /%}
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{% /stepVisualInfo %}
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{% /step %}
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{% step srNumber=2 %}
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{% stepDescription title="2. Create a New Service" %}
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Click on the 'Add New Service' button to start the Service creation.
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{% /stepDescription %}
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{% stepVisualInfo %}
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{% image
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src="/images/v0.13.2/openmetadata/connectors/create-database-service.png"
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alt="Create a new service"
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caption="Add a new Service from the Database Services page" /%}
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{% /stepVisualInfo %}
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{% /step %}
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{% step srNumber=3 %}
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{% stepDescription title="3. Select the Service Type" %}
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Select PostgreSQL as the service type and click Next.
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{% /stepDescription %}
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{% stepVisualInfo %}
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{% image
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src="/images/v0.13.2/openmetadata/connectors/postgres/select-service.png"
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alt="Select Service"
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caption="Select your service from the list" /%}
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{% /stepVisualInfo %}
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{% /step %}
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{% step srNumber=4 %}
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{% stepDescription title="4. Name and Describe your Service" %}
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Provide a name and description for your service as illustrated below.
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#### Service Name
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OpenMetadata uniquely identifies services by their Service Name. Provide
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a name that distinguishes your deployment from other services, including
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the other {connector} services that you might be ingesting metadata
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from.
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{% /stepDescription %}
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{% stepVisualInfo %}
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{% image
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src="/images/v0.13.2/openmetadata/connectors/postgres/add-new-service.png"
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alt="Add New Service"
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caption="Provide a Name and description for your Service" /%}
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{% /stepVisualInfo %}
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{% /step %}
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{% step srNumber=5 %}
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{% stepDescription title="5. Configure the Service Connection" %}
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In this step, we will configure the connection settings required for
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this connector. Please follow the instructions below to ensure that
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you've configured the connector to read from your postgres service as
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desired.
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{% /stepDescription %}
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{% stepVisualInfo %}
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{% image
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src="/images/v0.13.2/openmetadata/connectors/postgres/service-connection.png"
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alt="Configure service connection"
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caption="Configure the service connection by filling the form" /%}
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{% /stepVisualInfo %}
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{% /step %}
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{% extraContent parentTagName="stepsContainer" %}
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#### Connection Options
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- **Username**: Specify the User to connect to Postgres. It should have enough privileges to read all the metadata.
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- **Password**: Password to connect to Postgres.
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- **Host and Port**: Enter the fully qualified hostname and port number for your Postgres deployment in the Host and Port field.
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- **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.
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- **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.
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- 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"`
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- In case you authenticate with SSO using an external browser popup, then add the `authenticator` details in the Connection Arguments as a Key-Value pair as follows: `"authenticator" : "externalbrowser"`
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{% /extraContent %}
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{% step srNumber=6 %}
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{% stepDescription title="6. Test the Connection" %}
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Once the credentials have been added, click on `Test Connection` and Save
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the changes.
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{% /stepDescription %}
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{% stepVisualInfo %}
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{% image
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src="/images/v0.13.2/openmetadata/connectors/test-connection.png"
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alt="Test Connection"
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caption="Test the connection and save the Service" /%}
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{% /stepVisualInfo %}
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{% /step %}
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{% step srNumber=7 %}
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{% stepDescription title="7. Configure Metadata Ingestion" %}
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In this step we will configure the metadata ingestion pipeline,
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Please follow the instructions below
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{% /stepDescription %}
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{% stepVisualInfo %}
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{% image
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src="/images/v0.13.2/openmetadata/connectors/configure-metadata-ingestion-database.png"
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alt="Configure Metadata Ingestion"
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caption="Configure Metadata Ingestion Page" /%}
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{% /stepVisualInfo %}
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{% /step %}
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{% extraContent parentTagName="stepsContainer" %}
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#### Metadata Ingestion Options
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- **Name**: This field refers to the name of ingestion pipeline, you can customize the name or use the generated name.
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- **Database Filter Pattern (Optional)**: Use to database filter patterns to control whether or not to include database as part of metadata ingestion.
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- **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.
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- **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.
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- **Schema Filter Pattern (Optional)**: Use to schema filter patterns to control whether or not to include schemas as part of metadata ingestion.
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- **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.
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- **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.
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- **Table Filter Pattern (Optional)**: Use to table filter patterns to control whether or not to include tables as part of metadata ingestion.
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- **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.
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- **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.
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- **Include views (toggle)**: Set the Include views toggle to control whether or not to include views as part of metadata ingestion.
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- **Include tags (toggle)**: Set the Include tags toggle to control whether or not to include tags as part of metadata ingestion.
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- **Enable Debug Log (toggle)**: Set the Enable Debug Log toggle to set the default log level to debug, these logs can be viewed later in Airflow.
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- **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.
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- **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
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{% /extraContent %}
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{% step srNumber=8 %}
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{% stepDescription title="8. Schedule the Ingestion and Deploy" %}
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Scheduling can be set up at an hourly, daily, or weekly cadence. The
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timezone is in UTC. Select a Start Date to schedule for ingestion. It is
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optional to add an End Date.
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Review your configuration settings. If they match what you intended,
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click Deploy to create the service and schedule metadata ingestion.
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If something doesn't look right, click the Back button to return to the
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appropriate step and change the settings as needed.
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After configuring the workflow, you can click on Deploy to create the
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pipeline.
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{% /stepDescription %}
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{% stepVisualInfo %}
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{% image
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src="/images/v0.13.2/openmetadata/connectors/schedule.png"
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alt="Schedule the Workflow"
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caption="Schedule the Ingestion Pipeline and Deploy" /%}
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{% /stepVisualInfo %}
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{% /step %}
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{% step srNumber=9 %}
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{% stepDescription title="9. View the Ingestion Pipeline" %}
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Once the workflow has been successfully deployed, you can view the
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Ingestion Pipeline running from the Service Page.
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{% /stepDescription %}
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{% stepVisualInfo %}
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{% image
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src="/images/v0.13.2/openmetadata/connectors/view-ingestion-pipeline.png"
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alt="View Ingestion Pipeline"
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caption="View the Ingestion Pipeline from the Service Page" /%}
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{% /stepVisualInfo %}
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{% /step %}
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{% /stepsContainer %}
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## Troubleshooting
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### Workflow Deployment Error
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If there were any errors during the workflow deployment process, the
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Ingestion Pipeline Entity will still be created, but no workflow will be
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present in the Ingestion container.
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- You can then edit the Ingestion Pipeline and Deploy it again.
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- From the Connection tab, you can also Edit the Service if needed.
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{% image
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src="/images/v0.13.2/openmetadata/connectors/workflow-deployment-error.png"
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alt="Workflow Deployment Error"
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caption="Edit and Deploy the Ingestion Pipeline" /%}
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## Related
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{% tilesContainer %}
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{% tile
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title="Profiler Workflow"
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description="Learn more about how to configure the Data Profiler from the UI."
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link="/connectors/ingestion/workflows/profiler" /%}
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{% tile
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title="Data Quality Workflow"
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description="Learn more about how to configure the Data Quality tests from the UI."
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link="/connectors/ingestion/workflows/data-quality" /%}
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{% tile
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icon="mediation"
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title="dbt Integration"
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description="Learn more about how to ingest dbt models' definitions and their lineage."
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link="/connectors/ingestion/workflows/dbt" /%}
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{% /tilesContainer %}
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