Configure MongoDB as a Source

Overview

Integrating MongoDB with DvSum allows users to query NoSQL data, perform analytics, and enforce data governance. This guide provides step-by-step instructions for configuring MongoDB as a data source in DvSum.

Step-by-Step Configuration

1. Add MongoDB as a Data Source

Navigate to Administration → Data Sources → ⊕ Add Source.
Select MongoDB from the list of available sources.

2. Environment Assignment

If Environments are enabled in the application, users can assign the Data Source to an Environment (for example, Development, UAT, or Production) and associate it with a Logical Source.

Environment assignment helps organize Data Sources across different deployment stages, while Logical Sources represent the same business dataset across multiple environments. Together, they support environment-aware asset promotion and management.

To assign an Environment and Logical Source:

Open the Data Source details page --> Settings --> General.
Select the appropriate Environment.
Select or create a Logical Source, if applicable.
Save the changes.

For detailed information about configuring and managing Environments and Logical Sources, refer to the Environment Management article.

3. 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.

4. 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.

Note: When adding or editing a Data Source, if incorrect details or invalid credentials are entered, it will still allows to save the Data Source. However, authentication will fail, and the Data Source will be marked as unusable with a red icon. The Data Source will not be usable until the correct credentials are provided.

The connection is saved, but it cannot be used until valid authentication details are updated.

Running a Data Scan

1. Start a Scan

Navigate to Scan History.
Click Scan Now.
The scan will initiate, creating a job to fetch data from MongoDB.

2. Review Scan Results

Once the scan completes, the status will change to Completed.
Click on the Scan Name to open the Scan Summary page.
The Scan Summary displays:
- Number of new tables and columns fetched.
- Data insights and schema updates.
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

Navigate to the Data Dictionary on the left sidebar.
Click on the Recently Refreshed tab to view tables discovered in the recent scan.
Click on table names to see detailed metadata and structure.

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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