Catalog Source Configuration > Amazon Redshift > Before you begin
  

Before you begin

Before you create a catalog source, ensure that you have the information required to connect to the source system.
Perform the following tasks:

Verify permissions

To extract metadata and to configure other capabilities that a catalog source might include, you need account access and permissions on the source system. The permissions required might vary depending on the capability.

Permissions to extract metadata

Ensure that you have the required permissions to enable metadata extraction.
Configure the following permissions:
Optionally, to obtain more detailed results, grant permissions that allow you to perform the following operation:

Permissions to run data profiles

Ensure that you have the required permissions to run profiles.
To perform data profiling, you need to unload data to the Amazon Redshift source system.
To unload data, configure the following connector permissions:
Grant permissions to perform the following operations:

Permissions to perform data classification

You can perform data classification with the permissions required to perform metadata extraction.

Permissions to perform relationship discovery

You can perform relationship discovery with the permissions required to perform metadata extraction.

Permissions to perform glossary association

You can perform glossary association with the permissions required to perform metadata extraction.

Create a connection

Create an Amazon Redshift connection object in Administrator with the connection details of the Amazon Redshift source system.
    1In Administrator, select Connections.
    2Click New Connection.
    3In the Connection Details section, enter the following connection details:
    Connection property
    Description
    Connection Name
    Name of the connection.
    Each connection name must be unique within the organization. Connection names can contain alphanumeric characters, spaces, and the following special characters: _ . + -,
    Maximum length is 255 characters.
    Description
    Description of the connection. Maximum length is 4000 characters.
    4Select the Amazon Redshift V2 connection type.
    5Enter properties specific to the Amazon Redshift connection:
    Property
    Description
    Use Secret Vault
    Stores sensitive credentials for this connection in the secrets manager that is configured for your organization.
    This property appears only if secrets manager is set up for your organization.
    When you enable the secret vault in the connection, you can select which credentials that the Secure Agent retrieves from the secrets manager. If you don't enable this option, the credentials are stored in the repository or on a local Secure Agent, depending on how your organization is configured.
    For information about how to configure and use a secrets manager, see Secrets manager configuration.
    Runtime Environment
    Name of the runtime environment where you want to run tasks.
    Select a Secure Agent, Hosted Agent, or serverless runtime environment.
    JDBC URL
    The JDBC URL to connect to the Amazon Redshift cluster.
    You can get the JDBC URL from your Amazon AWS Redshift cluster configuration page.
    Enter the JDBC URL in the following format:
    jdbc:redshift://<cluster_endpoint>:<port_number>/<database_name>, where the endpoint includes the Redshift cluster name and region.
    For example, jdbc:redshift://infa-rs-cluster.abc.us-west-2.redshift.amazonaws.com:5439/rsdb
    In the example,
    • - infa-rs-qa-cluster is the name of the Redshift cluster.
    • - us-west-2.redshift.amazonaws.com is the Redshift cluster endpoint, which is the US West (Oregon) region.
    • - 5439 is the port number for the Redshift cluster.
    • - rsdb is the specific database instance in the Redshift cluster to which you want to connect.
    6Select the Default authentication type.
    7Enter the following connection details:
    Property
    Description
    Username
    User name of your database instance in the Amazon Redshift cluster.
    Password
    Password of the Amazon Redshift database user.
    8Click Test Connection.
    9Click Save.

Create endpoint catalog sources for connection assignment

An endpoint catalog source represents a source system that the catalog source references. Before you perform connection assignment, create endpoint catalog sources and run the catalog source jobs.
You can then perform connection assignment to reference source systems to view complete lineage with source system objects.

Import a relationship inference model

Import a relationship inference model if you want to configure the relationship discovery capability. You can either import a predefined relationship inference model, or import a model file from your local machine.
    1In Metadata Command Center, click Explore on the navigation panel.
    2Expand the menu and select Relationship Inference Model. The following image shows the Explore page with the Relationship Inference Model menu:The image shows the Explore page with the Relationship Inference Model menu and the Import Predefined Content options.
    3Select one of the following options:
    The imported models appear in the list of relationship inference models on the Relationship Discovery tab.