Sisense
This article outlines the integration with the Sisense connector, enabling streamlined metadata management through features such as crawling, report preview, and lineage building (Auto and Manual). It also ensures secure authentication via Credential Manager.
Overview
Connector Details
Connector Category
Reporting Tools
Connector Version
Release7.2
Connectivity
[How the connection is established with Sisense]
REST APIs
Verified Sisense Version
7.4.3 - L2025.2
Connector Features
Crawling
✅
Profiling
NA
Query Sheet
NA
Report Preview
✅
Auto Lineage
✅
Manual Lineage
✅
Secure Authentication via Credential Manager
✅
Data Quality
NA
DAM (Data Access Management)
NA
Bridge
✅
To learn more about lineage extraction processes, click here.
Metadata Mapping
The following objects are crawled from Sisense and mapped to the corresponding UI assets.
Folders
Name
Report Group
Reports
Report Group
Folders
-
Report Group
Reports
-
Folders
-
Source Description
Descriptions
-
Sub Folders
Name
Report Group
Reports
Report Group
Sub Folders
-
Source Description
Descriptions
-
Dashboards
Title
Report
Reports
Report Name
Dashboards
Literal “Dashboard”
Report Type
Reports
Dashboard
Dashboards
-
Source Description
Descriptions
Source Description
Visuals/Widget
Title
Report Name
Reports
Report Name
Visuals/Widget
Type
Report Type
Reports
Bar Chart, Pie chart, etc.
Visuals/Widget
Description
Source Description
Descriptions
Source Description
Set up a Connection
Prerequisites
The prerequisites to establish a connection:
Whitelisting Ports
Whitelist the inbound port to allow OvalEdge to connect to the Sisense Server.
When a port is configured, specify the updated port number during connection setup, whitelist the port, and establish proper communication between the system and the Sisense Server.
Service Account User Permissions
It is recommended to use a separate service account to establish the connection to the data source, configured with the following minimum set of permissions.
Connector Validation
Username and Password with REST API access
Crawling
Read access to Folders and Dashboards
Lineage
Read access to Datasets, Elasticubes, Connections, Dashboard Widgets
Dashboards
Viewer Access to Dashboards
Visuals Objects
Viewer Access to the Parent Dashboard
Connection Configuration Steps
Users must have the Connector Creator role to configure a new connection.
Log into OvalEdge, go to Administration > Connectors, click + (New Connector), search for Sisense, and enter the required parameters.
Connector Type
By default, "Sisense" is displayed as the selected connector type.
Credential Manager*
Select the desired credentials manager from the drop-down list. Relevant parameters will be displayed based on the selection.
Supported Credential Managers:
OE Credential Manager
AWS Secrets Manager
HashiCorp
Azure Key Vault
License Add-On
Auto Lineage
Supported
Data Quality
Not Supported
Data Access
Not Supported
Select the Auto Lineage Add-On checkbox to automatically build data lineage.
Connector Name*
Enter a unique name for the Sisense connection
(Example: "Sisense_Prod").
Connector Environment
Select the environment (Example: PROD, STG) configured for the connector.
Connector Description
Enter the description related to the connector.
Host Name*
Enter the Sisense server’s fully qualified domain name (FQDN) or IP address in the Host Name field.
Port
Enter the required port number to connect with the Sisense server.
Connection String*
Configure the connection string for the Sisense server:
Automatic Mode: The system generates a connection string based on the provided credentials.
Manual Mode: Enter a valid connection string manually.
Replace placeholders with actual server details:
{server} refers to the Sisense host or IP address.
{port} refers to the Sisense service port
Authentication Plugins: http://{server}:{port}
This is the default connection string used for connecting to Sisense.
Username*
Enter the Sisense Username
Password*
Enter the Password associated with the Sisense Username.
Proxy Enabled*
Select Yes to route the connection through a configured proxy, or No to connect directly without a proxy.
Default Governance Roles
Default Governance Roles*
Select the appropriate users or teams for each governance role from the drop-down list. All users and teams configured in OvalEdge Security are displayed for selection.
Admin Roles
Admin Roles*
Select one or more users from the dropdown list for Integration Admin and Security & Governance Admin. All users configured in OvalEdge Security are available for selection.
No of Archive Objects
No Of Archive Objects*
This shows the number of recent metadata changes to a dataset at the source. By default, it is off. To enable it, toggle the Archive button and specify the number of objects to archive.
Example: Setting it to 4 retrieves the last four changes, displayed in the 'Version' column of the 'Metadata Changes' module.
Bridge
Select Bridge*
If applicable, select the bridge from the drop-down list.
The drop-down list displays all active bridges configured in OvalEdge. These bridges enable communication between data sources and OvalEdge without altering firewall rules.
After entering all connection details, the following actions can be performed:
Click Validate to verify the connection.
Click Save to store the connection for future use.
Click Save & Configure to apply additional settings before saving.
The saved connection will appear on the Connectors home page.
Manage Connector Operations
Crawl
To perform crawl operations, users must be assigned the Integration Admin role.
The Crawl/Profile button allows users to select one or more schemas for crawling.
Navigate to the Connectors page and click Crawl/Profile.
Select the schemas to crawl.
Click Run to collect metadata from the connected source and load it into the Data Catalog.
After a successful crawl, the information appears in the Data Catalog > Report / Report Column tab.
The Schedule checkbox allows automated crawling for a selected timeframe, from a minute to a year.
Click the Schedule checkbox to enable the Select Period drop-down.
Select a time period for the operation from the drop-down menu.
Click Schedule to initiate metadata collection from the connected source.
The system will automatically execute the crawl operation at the scheduled time.
Other Operations
The Connectors page provides a centralized view of all configured connectors and their health status.
Managing connectors includes:
Connectors Health: Displays the current status of each connector, with a green icon for active connections and a red icon for inactive connections, helping monitor connectivity to data sources.
Viewing: Click the Eye icon next to the connector name to view connector details, including Reports, Report Columns, and Report Group.
Nine Dots Menu Options:
To view, edit, validate, build lineage, configure, or delete connectors, click on the Nine Dots menu.
Edit Connector: Update and revalidate the data source.
Validate Connector: Check the integrity of the connection.
Settings: Modify connector settings.
Crawler: Configure data extraction.
Access Instructions: Add notes on how data can be accessed.
Business Glossary Settings: Manage term associations at the connector level.
Lineage: Select server dialects for parsing and setting connector priority for table lineage.
Others: Configure notification recipients for metadata changes.
Build Lineage: Automatically build data lineage using source code parsing.
Delete Connector: Remove a connector with confirmation.
Connectivity Troubleshooting
If incorrect parameters are entered, error messages may appear. Ensure all inputs are accurate to resolve these issues. If issues persist, contact the assigned support team.
1
Error while validating SISENSE connection Could not establish connection, please check all the fields entered are correct and Valid. Error: sag: Temporary failure in name resolution
Error Description: The system could not validate the Sisense connection because the hostname could not be resolved. This occurred due to a temporary DNS or network lookup failure.
Resolution: Verify the Sisense server hostname, DNS configuration, and network connectivity. Retry after ensuring the domain resolves correctly and all connection fields are valid.
Copyright © 2025, OvalEdge LLC, Peachtree Corners, GA, USA.
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