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Rounak Dhillon 2b2a4090fc
Docs: Brand Name Tag Updation (#22760) 
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Co-authored-by: “Rounak <“rounakpreet.d@deuexsolutions.com”>
Co-authored-by: Prajwal214 <167504578+Prajwal214@users.noreply.github.com>
2025-08-06 10:25:09 +05:30

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title description slug collate
Collate SaaS Setup Guide | Connect Database Services for Metadata Extraction Learn how to configure database services in Collate SaaS, allow IP access, test connections, and begin metadata extraction using built-in connectors like Snowflake. /getting-started/day-1/collate-saas true

Setting Up a Database Service for Metadata Extraction

You can easily set up a database service for metadata extraction from Collate SaaS in just a few minutes. For example, here’s how to set up a connection using the Snowflake Connector:

  1. Log in to your Collate SaaS instance, then navigate to Settings > Services > Databases & Click on Add New Service.

{% image src="/images/v1.7/getting-started/add-service.png" alt="Adding Database Service" caption="Adding Database Service" /%}

  1. Select the database type you want to use. Enter details such as the name and description to identify the database. In this Case we are selecting Snowflake.

{% image src="/images/v1.7/getting-started/select-service.png" alt="Selecting Database Service" caption="Selecting Database Service" /%}

  1. Enter the Connection Details You can view the available documentation in the side panel for guidance. Also, refer to the connector documentation.

{% image src="/images/v1.7/getting-started/configure-connector.png" alt="Updating Connection Details" caption="Updating Connection Details" /%}

  1. Allow the Collate SaaS IP. In the Connection Details, you will see the IP Address unique to your cluster, You need to Allow the IP to Access the datasource.

{% note %} This step is required only for Collate SaaS. If you are using Hybrid SaaS, you will not see the IP address in the Service Connection details. {% /note %}

{% image src="/images/v1.7/getting-started/collate-saas-ip.png" alt="Collate SaaS IP" caption="Collate SaaS IP" /%}

  1. Test the connection to verify the status. The test connection will check if the Service is reachable from Collate.

{% image src="/images/v1.7/getting-started/test-connection.png" alt="Verifying the Test Connection" caption="Verifying the Test Connection" /%}

{%inlineCallout color="violet-70" bold="Explore Hybrid SaaS" icon="MdArrowForward" href="/getting-started/day-1/hybrid-saas"%} You can read more about Hybrid SaaS. {%/inlineCallout%}