Setup & Connectivity

Setup & Connectivity defines the complete process to establish and configure connections to data sources securely and efficiently. It covers all required prerequisites, including driver setup, network access, user permissions, environment configuration, and credential management. This process enables reliable metadata extraction through crawling and data profiling to support accurate data governance.

Key Features:

  • Whitelisting IP addresses and ports to ensure secure and uninterrupted connectivity.

  • Assigning necessary permissions to service accounts for metadata crawling, profiling, and lineage building.

  • Configuring environment-specific variables to manage multiple deployment contexts such as production or staging.

  • Using secure credential managers like OE Credential Manager, AWS Secrets Manager, HashiCorp Vault, or Azure Key Vault for encrypted, real-time credential access.

  • Creating and validating connectors, then saving configurations to enable ongoing metadata extraction.

  • Extracting metadata including schema information, tables, columns, views, stored procedures, and other metadata objects through crawling.

  • Collecting statistical data about the contents of tables and columns via profiling to support data governance and quality assessment.


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