Secoda
Get Started
  • Getting Started with Secoda
    • Secoda as an Admin
      • Deployment options
      • Sign in options
      • Settings
      • Connect your data
        • Define Service Accounts
        • Choose which schemas to extract
      • Customize the workspace
      • Populate Questions with FAQs
      • Invite your teammates
        • Joining & Navigating between Multiple Workspaces
      • Onboard new users
        • Onboarding email templates
        • Onboarding Homepage template
        • Training session guide
      • User engagement and adoption
        • Tips & Tricks to share with new users
    • Secoda as an Editor
    • Secoda as a Viewer
      • Introduction guide
      • Requesting changes in Secoda
  • Best practices
    • Setting up your workspace
    • Integrating Secoda into existing workflows
    • Documentation best practices
    • Glossary best practices
    • Data governance
    • Data quality
    • Clean up your data
    • Tool migrations using Secoda
    • Slack <> Questions workflow
    • Defining resources workflow
    • Streamline data access: Private and public teams workflow
    • Exposing Secoda to external clients
  • Resource Management
    • Editing Properties
      • AI Description Editor
      • Bulk Editing
      • Propagation
      • Templates
    • Resource Sidesheet
    • Assigning Owners
    • Custom Properties
    • Tags
      • Custom Tags
      • PII Identifier
      • Verified Identifier
    • Import and Export Resources
    • Related Resources
  • User Management
    • Roles
    • Teams
    • Groups
  • Integrations
    • Integration Settings
    • Data Warehouses
      • BigQuery
        • BigQuery Metadata Extracted
      • Databricks
        • Databricks Metadata Extracted
      • Redshift
        • Redshift Metadata Extracted
      • Snowflake
        • Snowflake Metadata Extracted
        • Snowflake Costs
        • Snowflake Native App
      • Apache Hive
        • Apache Hive Metadata Extracted
      • Azure Synapse
        • Azure Synapse Metadata Extracted
      • MotherDuck
        • MotherDuck Metadata Extracted
      • ClickHouse
        • ClickHouse Metadata Extracted
    • Databases
      • Druid
        • Druid Metadata Extracted
      • MySQL
        • MySQL Metadata Extracted
      • Microsoft SQL Server
        • Page
        • Microsoft SQL Server Metadata Extracted
      • Oracle
        • Oracle Metadata Extracted
      • Salesforce
        • Salesforce Metadata Extracted
      • Postgres
        • Postgres Metadata Extracted
      • MongoDB
        • MongoDB Metadata Extracted
      • Azure Cosmos DB
        • Azure Cosmos DB Metadata Extracted
      • SingleStore
        • SingleStore Metadata Extracted
      • DynamoDB
        • DynamoDB Metadata Extracted
    • Data Visualization Tools
      • Amplitude
        • Amplitude Metadata Extracted
      • Looker
        • Looker Metadata Extracted
      • Looker Studio
        • Looker Studio Metadata Extracted
      • Metabase
        • Metabase Metadata Extracted
      • Mixpanel
        • Mixpanel Metadata Extracted
      • Mode
        • Mode Metadata Extracted
      • Power BI
        • Power BI Metadata Extracted
      • QuickSight
        • QuickSight Metadata Extracted
      • Retool
        • Retool Metadata Extracted
      • Redash
        • Redash Metadata Extracted
      • Sigma
        • Sigma Metadata Extracted
      • Tableau
        • Tableau Metadata Extracted
      • ThoughtSpot
        • ThoughtSpot Metadata Extracted
      • Cluvio
        • Cluvio Metadata Extracted
      • Hashboard
        • Hashboard Metadata Extracted
      • Lightdash
        • Lightdash Metadata Extracted
      • Preset
        • Preset Metadata Extracted
      • Superset
        • Superset Metadata Extracted
      • SQL Server Reporting Services
        • SQL Server Reporting Services Metadata Extracted
      • Hex
        • Hex Metadata Extracted
      • Omni
        • Omni Metadata Extracted
    • Data Pipeline Tools
      • Census
        • Census Metadata Extracted
      • Stitch
        • Stitch Metadata Extracted
      • Airflow
        • Airflow Metadata Extracted
      • Dagster
        • Dagster Metadata Extracted
      • Fivetran
        • Fivetran Metadata Extracted
      • Glue
        • Glue Metadata Extracted
      • Hightouch
        • Hightouch Metadata Extracted
      • Apache Kafka
        • Apache Kafka Metadata Extracted
      • Confluent Cloud
        • Confluent Cloud Metadata Extracted
      • Polytomic
        • Polytomic Metadata Extracted
      • Matillion
        • Matillion Metadata Extracted
      • Airbyte
        • Airbyte Extracted Metadata
      • Informatica
        • Informatica Metadata Extracted
      • Azure Data Factory
        • Azure Data Factory Metadata Extracted
    • Data Transformation Tools
      • dbt
        • dbt Cloud
          • dbt Cloud Metadata Extracted
        • dbt Core
          • dbt Core Metadata Extracted
      • Coalesce
        • Coalesce Metadata Extracted
      • Dataform
        • Dataform Metadata Extracted
    • Data Quality Tools
      • Cyera
      • Dataplex
        • Dataplex Metadata Extracted
      • Great Expectations
        • Great Expectations Metadata Extracted
      • Monte Carlo
        • Monte Carlo Metadata Extracted
      • Soda
        • Soda Metadata Extracted
    • Data Lakes
      • Google Cloud Storage
        • GCS Metadata Extracted
      • AWS S3
        • S3 Metadata Extracted
    • Query Engines
      • Trino
        • Trino Metadata Extracted
    • Custom Integrations
      • File Upload
        • CSV File Format
        • JSONL File Format
        • Maintain your Resources
      • Marketplace
        • Secoda SDK
        • Upload and Connect your Marketplace Integration
        • Publish the Integration
        • Example Integrations
      • Secoda Fields Explained
    • Security
      • Connecting via Reverse SSH Tunnel
      • Connecting via SSH Tunnel
      • Connecting via VPC Peering
      • Connecting via AWS Cross Account Role
      • Connecting via AWS PrivateLink
        • Snowflake via AWS PrivateLink
        • AWS Service via AWS PrivateLink
      • Recommendations to Improve SSH Tunnel Concurrency on SSH Bastion
    • Push Metadata to Source
  • Extensions
    • Chrome
    • Confluence
      • Confluence Metadata Extracted
      • Confluence best practices
    • Git
    • GitHub
    • Jira
      • Jira Metadata Extracted
    • Linear
    • Microsoft Teams
    • PagerDuty
    • Slack
      • Slack user guide
  • Features
    • Access Requests
    • Activity Log
    • Analytics
    • Announcements
    • Audit Log
    • Automations
      • Automations Use Cases
    • Archive
    • Bookmarks
    • Catalog
    • Collections
    • Column Profiling
    • Data Previews
    • Data Quality Score
    • Documents
      • Comments
      • Embeddings
    • Filters
    • Glossary
    • Homepage
    • Inbox
    • Lineage
      • Manual Lineage
    • Metrics
    • Monitors
      • Monitoring Use Cases
    • Notifications
    • Policies
    • Popularity
    • Publishing
    • Queries
      • Query Blocks
        • Chart Blocks
      • Extracted Queries
    • Questions
    • Search
    • Secoda AI
      • Secoda AI User Guide
      • Secoda AI Use Cases
      • Secoda MCP Server
      • Secoda AI Capabilities
      • Secoda AI Security FAQs
    • Sharing
    • Views
  • Enterprise
    • SAML
      • Okta SAML
      • OneLogin SAML
      • Microsoft Azure AD SAML
      • Google SAML
      • SCIM
      • SAML Attributes
    • Self-Hosted
      • Additional Resources
        • Additional Environment Variables
          • PowerBI OAuth Application (on-premise)
          • Google OAuth Application (on-premise)
          • Github Application (on-premise)
          • OpenAI API Key Creation (on-premise)
          • AWS Bucket with Access Keys (on-premise)
        • TLS/SSL (Docker compose)
        • Automatic Updates (Docker compose)
        • Backups (Docker compose)
        • Outbound Connections
      • Self-Hosted Changelog
    • SIEM
      • Google Chronicle
  • API
    • Authentication
    • Reference
      • Getting Started
      • Helpful Information
      • Audit Logs
      • Charts
      • Collections
      • Columns
      • Custom Properties
      • Dashboards
      • Databases
      • Documents
      • Events
      • Groups
      • Integrations
      • Lineage
      • Monitors
      • Resources
      • Schemas
      • Tables
      • Tags
      • Teams
      • Users
      • Questions
      • Queries
      • Models
    • Examples
  • FAQ
  • Policies
    • Terms of Use
    • Secoda AI Terms
    • Master Subscription Agreement
    • Privacy Policy
    • Security Policy
    • Accessibility Statement
    • Data Processing Agreement
    • Subprocessors
    • Service Level Agreement
    • Bug Bounty Program
  • System Status
  • Changelog
Powered by GitBook
On this page
  • Enable Integration
  • Run Sync
  • Syncs
  • Schedule
  • Schemas & Groups
  • Preferences
  • FAQs

Was this helpful?

  1. Integrations

Integration Settings

Customize and manage your integration after setup.

On the Integrations page, you can easily view and search through all your integrations. You can see details about your integrations including the last and upcoming runs, as well as the status of the most recent run. Additionally, you can use the command palette to run or delete multiple integrations at once.

Deleting an integration from the workspace will remove all associated resources. Adding the integration back will not preserve the changes (e.g. metadata updates) that were made when originally connected and rather will act as a new integration.

If you click into an integration, the following options become available.

Enable Integration

After selecting an integration, you'll find the Enabled toggle in the top right corner. By default, all integrations are enabled. If toggled off, the integration is paused, meaning it will not run automatically based on the schedule set.

Run Sync

In the top right corner, you'll also see the Run Sync button. This action triggers a manual sync. Clicking this button allows you to choose whether the sync should Pull or Push metadata.

Not all integrations will support both Pull and Push. Learn more about what integrations are supported for Push Metadata here.

Syncs

This is the first page you’ll see when you navigate to an integration. It provides a detailed history of past syncs, allowing you to review each sync's stages, the number of resources pulled, and any errors that may have occurred.

Schedule

To automate your syncs, use this page to set the run frequency with a Cron Expression. You can learn more about Cron Expressions here. If you don’t specify a schedule, the default is 0 0 * * *, which runs the sync daily at midnight UTC.

Schemas & Groups

If applicable to the integration, use this page to select which Groups or Schemas you want to sync. Click the Refresh button to check for any new Groups or Schemas available for import. By default, all Groups and Schemas will be selected and included in the sync.

If you'd like to change this default behaviour, navigate to the Resource Management section in the Preferences.

In addition the Teams that a Database, Schema, or Group are associated with can be configured on this tab under the "Team visibility" column. By default, the Teams will be inherited from the Integration settings but you can override the Teams on any Database, Schema, or Group.

Preferences

Query Permissions

This section lets you choose which users in your workspace have permission to query the resource through the preview, query block, monitoring, and Secoda AI feature, if the integration supports querying. By default, only Admins and Editors can query the resource.

Popularity

This section allows you to deselect any accounts that you do not want to contribute to resource Popularity. The Popularity of a data resource in Secoda is determined by the number of times it has been queried or viewed in the last 24 hours, with data pulled directly from the integration. Learn more about Popularity here.

Resource Management

This section offers several options. If a toggle is specific to a particular integration, please refer to the integration page in the Secoda documentation for more details about that toggle. The options listed below are shared across all integrations:

  • Disable Automatic Staling: Prevents the automatic removal of resources that are not present in subsequent syncs for this integration. By default, if a resource is not extracted in a subsequent sync (ex. it is removed from the source), it is removed from the workspace. With this setting enabled, those resources will remain accessible in the workspace.

  • Disable Extraction of Resources from New Schemas: Prevents the automatic extraction of resources from newly added groups or schemas. By default, if a new schema or group is added in the source, the subsequent sync will extract all resources from that schema or group. Disabling this option means you'll need to manually select the new schema or group in the Groups or Schema page to extract those resources.

Filtering

In this section, you can use the filters to exclude resources (schemas, tables, columns) from extraction based on their title. Excluding resources based on other properties is not currently supported.

FAQs

How does property management for descriptions, tags, and owners work?

Secoda uses change tracking to determine the source of truth for properties like descriptions, owners, and tags.

The source property is used when:

  • Property is empty in Secoda

  • Property hasn't been modified by users in Secoda

  • Source provides new data

User modifications are preserved in Secoda when:

  • Users have manually edited the property in Secoda

Additional cases:

  • First sync: Source data populates all empty properties

  • Empty source values: Don't overwrite existing Secoda data

  • Compliance integrations (e.g., Cyera, and Dataplex): Tags are appended rather than replaced

The system prioritizes preserving user curation while allowing source systems to populate and update unmodified properties.

Last updated 18 hours ago

Was this helpful?