Configure MongoDB as a Source


This article describes the steps needed to configure MongoDB as a source in DvSum Data Catalog (DC).

Detailed Steps

1. Add Source

To create a data source, navigate to Administration → Data Sources → ⊕Add Source.

Select MongoDB.

2. Configure Connection

Once the source is saved, you will be redirected to the connection settings detail page.

Most common: Connect Using DvSum Web Service

Whitelist the DvSum application by IP address as indicated. Then enter the required connection information:

  • Host
  • Port
  • Instance Name
  • DB Login
  • DB Password

Alternative: You may install a DvSum Edge Gateway behind your firewall. Then connect to your SQL Server instance from this web service installed on premises. Read more details in DvSum Web Service vs On-Premises Edge Gateway.

After entering the credentials, Authenticate the source.

Once the source is Authenticated, the Database section will appear.


3. Save the Connection

After credentials are authenticated and the database is selected, then you must save the source. For that, scroll up to the top. From the top right corner click the “Done” button.


After that click the “Save” button.


4. Scan the data source

Navigate to Scan History Page and click the "Scan Now" button. When the scan completes, the status will change to "Completed".


After the scan completion, click on Scan Name and it will open the Scan Summary page for this scan.


The Scan Summary page displays all the insights of the scan. It indicates how many new tables and columns are fetched in this scan.


Your MongoDB connection is now fully configured and functional.

Browsing the Data Catalog

Next you can analyze the Tables and Columns discovered in the scan. Navigate to "Data Dictionary" on the left sidebar. The table listing view will appear. Click on the "Recently Refreshed" tab. In this tab you see the tables discovered in the recent scan. Click on table names to see more details.


Watch this quick video tutorial of how to add and configure an Mongo DB source into DvSum app.

Additional Resources

Read more about DvSum Web Service (Cloud SAWS)

Read more about DvSum Edge Gateway (On-Premises SAWS)

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