Before ingesting Metabase metadata into Dawiso, prepare your account for authentication by configuring a Metabase service user and choosing an authentication method.

Connection configuration

Prepare the following information from your Metabase environment:

  • Connection URL (server address)
  • Username (Metabase user e-mail)
  • Password (for the Metabase user)

You can also connect Metabase using the API key method, in which case you will need:

  • Connection URL (server address)
  • API Key (with the right group permissions)

Find your Metabase connection URL

Depending on your setup, your Metabase instance may be hosted on the Metabase cloud or within your own infrastructure. To find the correct URL, navigate to your Metabase environment and copy the full address from the browser address bar. The URL will look like one of the following:

Tip

To ingest metadata from your on-premises sources, make sure to whitelist Dawiso IP address for Dawiso to connect to your internal sources (pull method). The same IP should be whitelisted for Dawiso Integration Runtime (DIR) to send data from your on-premises infrastructure to Dawiso cloud (push method).

To obtain the Dawiso IP address, contact your key Account Manager at Dawiso.

Create a new service user

Create a user

First, create a user for Dawiso to use when scanning Metabase objects:

  1. In the top-right corner, click the gear icon and select Admin Settings.
  2. Then, navigate to the People tab.
  3. Click the Invite someone button and fill in the service-user details:
    1. Use a first name of your choice, e.g., Dawiso.
    2. Use a last name of your choice, e.g., Reader.
    3. Choose a service e-mail addressthat will act as the username for this account.
      • If you choose a non-existent service e-mail address (or there is no e-mailing configured on your server), make sure to save the password for this user account.

Create a group

To set and manage permissions on individual objects, create a Group and assign the newly created user to it.

Tip

To scan the full data lineage in Metabase, you can assign the newly created user to the Administrators group. If you decide to do so, you will not need to create a secondary group.

  1. In the People tab, click the Groups button in the left-hand menu.
  2. Click Create a group and choose a descriptive name, e.g. DawisoGroup.
  3. Select the group and then click on the Add members button, choosing the user created in the previous steps.

Set permissions for the newly created group

  1. In the Admin settings menu, select the Permissions tab.
  2. In the top-left, choose Collection permissions.
  3. For each collection you want to view in Dawiso, change the Collection access level to View.
  4. Save the changes.

Choose your authentication method (password or API key)

Use credentials

To use password authentication in Dawiso, use the password that was generated for you during user creation. Alternatively, change the password for said user and use that instead.

Use an API key

To authenticate using an API key:

  1. In the Admin settings menu, select the Settings tab in the top panel.
  2. In the left-hand menu, choose Authentication
  3. Click Set-up under the API Keys heading
  4. Click the Create an API Key button and choose a name for it, e.g., DawisoKey.
  5. Assign a the key to a Group. Either:
    • Choose the group that was created during the previous steps.
    • Or choose the Administrators group to scan the full data lineage.
  6. Copy and save the API Key, you will now use it when creating a new Connection in Dawiso.