Connect to and manage MongoDB in Microsoft Purview (Preview)

This article outlines how to register MongoDB, and how to authenticate and interact with MongoDB in Microsoft Purview. For more information about Microsoft Purview, read the introductory article.

Important

This feature is currently in preview. The Supplemental Terms of Use for Microsoft Azure Previews include additional legal terms that apply to Azure features that are in beta, in preview, or otherwise not yet released into general availability.

Supported capabilities

Metadata Extraction Full Scan Incremental Scan Scoped Scan Classification Access Policy Lineage Data Sharing
Yes Yes No Yes No No No No

The supported MongoDB versions are 2.6 to 5.1.

When scanning MongoDB source, Microsoft Purview supports extracting technical metadata including:

  • Server
  • Databases
  • Collections
  • Views

When setting up scan, you can choose to scan one or more MongoDB database(s) entirely, or further scope the scan to a subset of collections matching the given name(s) or name pattern(s).

Prerequisites

Register

This section describes how to register MongoDB in Microsoft Purview using the Microsoft Purview governance portal.

Steps to register

To register a new MongoDB source in your data catalog, do the following:

  1. Navigate to your Microsoft Purview account in the Microsoft Purview governance portal.
  2. Select Data Map on the left navigation.
  3. Select Register
  4. On Register sources, select MongoDB. Select Continue.

On the Register sources (MongoDB) screen, do the following:

  1. Enter a Name that the data source will be listed within the Catalog.

  2. Enter the server name. Specify a name to uniquely identify your MongoDB instance in your company. For example, host for standalone deployment, MyReplicaSetName for replica set, MyClusterName for sharded cluster. This value will be used in asset qualified name and cannot be changed.

  3. Select a collection or create a new one (Optional).

  4. Finish to register the data source.

    register sources options

Scan

Follow the steps below to scan MongoDB to automatically identify assets. For more information about scanning in general, see our introduction to scans and ingestion.

Authentication for a scan

The supported authentication type for a MongoDB source is Basic authentication.

Create and run scan

To create and run a new scan, do the following:

  1. In the Management Center, select Integration runtimes. Make sure a self-hosted integration runtime is set up. If it isn't set up, use the steps mentioned here to create a self-hosted integration runtime.

  2. Navigate to Sources.

  3. Select the registered MongoDB source.

  4. Select + New scan.

  5. Provide the below details:

    1. Name: The name of the scan

    2. Connect via integration runtime: Select the self-hosted integration runtime used to perform scan.

    3. Credential: Select the credential to connect to your data source. Make sure to:

      • Select Basic Authentication while creating a credential.
      • Provide the user name used to connect to MongoDB in the User name input field.
      • Store the user password used to connect to MongoDB in the secret key.
    4. Connection string: Specify the MongoDB connection string used to connect to your MongoDB, excluding the username and password. For example, mongodb://mongodb0.example.com:27017,mongodb1.example.com:27017/?replicaSet=myRepl.

    5. Databases: Specify a list of MongoDB databases to be imported. The list can have one or more database names separated by semicolon (;), e.g. database1; database2.

    6. Collections: The subset of collections to import expressed as a semicolon separated list of collections, e.g. collection1; collection2. All collections are imported if the list is empty.​

      Acceptable collection name patterns using SQL LIKE expressions syntax include using %. For example: A%; %B; %C%; D:

      • Start with A or
      • End with B or
      • Contain C or
      • Equal D

      Usage of NOT and special characters aren't acceptable.

    7. Number of sample documents: Number of sample documents to be analyzed for schema extraction. Default is 1000.

      Note

      Currently, schema extraction is not yet supported.

    8. Maximum memory available (applicable when using self-hosted integration runtime): Maximum memory (in GB) available on customer's VM to be used by scanning processes. It's dependent on the size of MongoDB source to be scanned.

      scan MongoDB

  6. Select Test connection to validate the configurations.

  7. Select Continue.

  8. Choose your scan trigger. You can set up a schedule or ran the scan once.

  9. Review your scan and select Save and Run.

View your scans and scan runs

To view existing scans, do the following:

  1. Go to the Microsoft Purview governance portal. Select the Data Map tab under the left pane.

  2. Select the desired data source. You will see a list of existing scans on that data source under Recent scans, or can view all scans under the Scans tab.

  3. Select the scan that has results you want to view.

  4. This page will show you all of the previous scan runs along with the status and metrics for each scan run. It will also display whether your scan was scheduled or manual, how many assets had classifications applied, how many total assets were discovered, the start and end time of the scan, and the total scan duration.

Manage your scans - edit, delete, or cancel

To manage or delete a scan, do the following:

  1. Go to the Microsoft Purview governance portal. Select the Data Map tab under the left pane.

  2. Select the desired data source. You will see a list of existing scans on that data source under Recent scans, or can view all scans under the Scans tab.

  3. Select the scan you would like to manage. You can edit the scan by selecting Edit scan.

  4. You can cancel an in progress scan by selecting Cancel scan run.

  5. You can delete your scan by selecting Delete scan.

Note

  • Deleting your scan does not delete catalog assets created from previous scans.
  • The asset will no longer be updated with schema changes if your source table has changed and you re-scan the source table after editing the description in the schema tab of Microsoft Purview.

Next steps

Now that you've registered your source, follow the below guides to learn more about Microsoft Purview and your data.