Metabase

Follow these steps to connect your Metabase to Select Star.

Before you start

To connect Metabase to Select Star, you will need...

• Admin account in your Metabase instance.

• You can connect cloud and on-prem Metabase to SelectStar.

1. Create Service Account in Metabase

2. Create database user for on-premise solution

3. Create a new data source in SelectStar

4. Choose cloud vs on-prem

1. Create Service Account

1. Go to your Metabase instance and in Admin Settings and go to Groups to Admin and select Create a group

2. Now go to People and invite a new user. Email address can be of any domain.

Screenshot add user with group form in Metabase.

3. Click Create and save the password and email, they will be needed later.

4. Group Permissions - Database permissions.

In the top navigation tab select Permissions and then choose your group. For this group please set the permissions for Data Access to unrestricted.

This step is required to be able to display your data lineage.

Screenshot setting group permissions..

Then click save.

Screenshot saving database permissions.

5. Group Permissions - Collections permissions.

Next, still in Permissions tab, select Collections and choose Our Analytics collection.

Choose for our group that we have created permission View and also enable Also change sub-collections switch.

Next click save changes.

6. [Pro & Enterprise Plans] "Metabase analytics" Collection Permission

For users on Pro and Enterprise plans of Metabase Cloud, enable at least "View" permissions for the "Metabase analytics" collection. This collection includes view-only questions, dashboards, and models that allows us compute popularity scores for Metabase objects in your instance.

Screenshot of "Metabase analytics" collection

7. Remember to click Save to confirm the changes.

Screenshot of setting audit log permissions.

2. Creating database user for SelectStar. Only for on-prem integration.

Creating user for SelectStar in your database.

We will need a database user, which we can use to connect to your PostgreSQL database, where Metabase stores its information.

<password> here is only a placeholder, please replace this value with a strong password.

create user selectstar;
alter user selectstar password '<password>';
grant connect on database metabase to selectstar;
grant select on table query_execution to selectstar;

3. Create a new data source

1. Go to the Select Star Settings. Click Data in the sidebar, then + Add to create a new Data Source.

Animations shows where to click to create a new data source.

2. Fill form in the required information:

• Source Type: Select "Metabase"

• Display Name: This value is Metabase by default, but you can override it if desired.

• Url: Url for cloud or on-prem Metabase instance.

• Username: Email that was created in step 1 in your Metabase instance.

• Password: Password that was generated in step 1 in your Metabase instance.

Screenshot shows a new data source form.

3. Click Connect.

4. Choose cloud vs on-prem

Please choose type of your Metabase instance.

Screenshot shows choice of cloud vs on-prem

4.1 Cloud

When cloud was selected please click Next. Your metadata should start loading automatically. Please allow 24-48 hours to completely index all metadata and generate popularity and lineage. When the sync is complete, you'll be able to explore Metabase in Select Star.

That option can be used also for self-hosted Metabase Pro and Enterprise plans.

4.2 On-prem

When choosing on-prem Metabase integration, please fill out the details of your PostgreSQL database for us to use it.

IP Whitelisting

For any instance protected by a firewall, you must whitelist the following two IP addresses to connect Select Star.

3.23.108.85
3.20.56.105

Screenshot shows on-prem database credentials

Once you have filled the credentials please click Connect. Your metadata should start loading automatically. Please allow 24-48 hours to completely index all metadata and generate popularity and lineage. When the sync is complete, you'll be able to explore Metabase in Select Star.

If you are interested in using a different database please contact our sales team.

5. Adjusting connections

Select Star will automatically map detect the connection type for each of your connections in Metabase, however, if you are connecting to different instances or datasources, you might need to adjust this:

1. Go to Settings

2. Click on Data

3. Click on your Metabase data source

1. Switch to the Connections tab

2. Make sure the checkbox for the connection is checked

3. Make sure the Select Star Datasource is correctly selected