MongoDB Atlas

Applies from 2021.1

Alation has certified the MongoDB Atlas with the following driver to accommodate additional features:

  • cdata.jdbc.mongodb.MongoDBDriver.cdata.jdbc.mongodb

Alation will provide the above mentioned CData driver license for MongoDB Atlas.

Scope of Support

  • Supported as Custom DB with the CData Driver.

  • Metadata Extraction (MDE)

    • Automated MDE

  • Compose

  • Data Profiling

  • Lineage


Port 27017 must be open.


When building the URI, include the following components:

  • Primary Cluster IP - Example:
  • Server Address - Example:


    replicaSet is optional. Users can include if they need replicaset support.

  • RTK Key - Use the RTK parameter only if you have the RTK provided by Alation.

Use the following format for the JDBC URI:





Query Log Ingestion is not supported.

Service Account

Create the service account for MongoDB Atlas based on basic or Kerberos authentication:

Basic Authentication

See the following example for creating a MongoDB Atlas user:

      user: "mongouser",
      roles: [ { role: "root", db: "admin" } ]

.. note::

      As shown in the code snippet, if the DBA has the role of a root, access to all databases is automatically provided. If the role is other than the root, make sure that you have the listDatabases privilege.

Set Up in Alation

Step 1: Add the CData Driver for MongoDB to Alation

Refer to Add the CData Driver into Alation Instance.

STEP 2: Add a New Datasource

Add a new Datasource on the Sources page.

Step 3: Set up the Connection

  1. On the Add a Data Source screen of the wizard, specify:

    • Database Type: Custom DB

    • JDBC URI: URI in the required format. See JDBC URI.


      • Select Driver: select the JDBC driver for MongoDB Atlas from the Select Driver drop-down list:

        • cdata.jdbc.mongodb.MongoDBDriver.cdata.jdbc.mongodb

    • Properties: Provide the properties as:

  2. Click Save and Continue. The next wizard screen - Set Up a Service Account - will open.


    Do not select the Kerberos ‘Use Kerberos’ checkbox.


Step 4: Enter Service Account Credentials

  1. Select Yes.

  2. Provide the username and password of the service account created for Alation.

  3. Click Save and Continue. The next wizard screen, Configure Your Data Source, will open.

Step 5: Configure Your Data Source

Click Skip this Step. After this step, you are navigated to the Settings page of your data source.

Metadata Extraction

Configure and perform metadata extraction and verify the results:

  • In Settings > Custom Settings, set the Catalog Object Definition to Schema.Table:

  • In Settings > Metadata Extraction, set up and perform MDE. Refer to Metadata Extraction.


Configure and perform Sampling and Profiling :

  • Users can run a sample for an individual table on the Samples tab of the Table Catalog page or profile an individual column on the Overview tab of the Column page.

  • Automatic full and selective Profiling is supported.

  • Use the Per-Object Parameters in Settings tab to specify which objects to profile.

  • Custom query-based Sampling is supported. Custom Query-Based Sampling allows you to provide a custom query for profiling each specific table.

  • Deep Column Profiling (Profiling V2 ) is supported.

Query Log Ingestion

Not supported.


Log into Compose:

  • Authenticate compose with your MongoDB Atlas credentials.

  • Use the Schema.Table format for writing queries.


Logs to collect/review:

  • For logs related to MDE: taskserver.log, taskserver_err.log.

  • For logs related to Compose: connector.log, connector_err.log.

  • For any other errors: alation-error.log, alation-debug.log