How to onboard a new source

This page will explain how to onboard a new source to the K platform.

There are 3 classes of sources:

1. Identity Stores - These are sources such as Active Directory or LDAP to load User and Group information into K.

2. Databases - These are sources such as Oracle, Teradata, Snowflake to load metadata and logs from the database source.

3. Tools - There are sources like Tableau, Alteryx, Informatica to load metadata and logs from the tool.

Step 1) Add the new source

• Select Platform Settings in the side bar

• In the pop-out side panel, under Integrations click on Sources

• Click Add Source

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• Select the Source Type

  • If the source you are looking for is not available, select either Generic_database or Generic_tool

• Depending on the Source Type selected different Connection Type options will appear. Sometimes there will only be one option (e.g. Load from file)

  • DIRECT CONNECT - K will be configured to pull from the source.

  • LOAD FROM FILE - K will receive files in a landing zone.

• Complete the rest of the onboarding form.

  • After you add the new source, you can always go back and update the connection by clicking on the edit icon

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Step 2) Schedule source load

The source configuration will determine the type of schedule you can set.

• Click on the Schedule Settings icon next to your new source

  • For Source configured to LOAD FROM FILE - The admin can set a poll frequency.

  • For Source configured to DIRECT CONNECT - The Admin can set a time to run.

Step 3) Manually run an ad hoc load to test the source

• Select Platform Settings in the side bar

• In the pop-out side panel, under Platform Settings click on Batch Manager

• In Source Load click Run

• Select the source that you just added and click Run

• After the source is triggered, the screen will change to the Monitor tab where you can see the progress of the job.