Connecting to MySQL database
Importing Metadata in Dataedo Portal
Entry point
To start the Metadata Import flow, make sure you have the Connection Manager role.
Then navigate to:
Connections → Add new connection → MySQL
This will open the import wizard described in the following steps.


Step 1. Host details
Provide the connection details such as host, port, and SSL mode.
You will also be asked to name the Connection.
A Connection in Dataedo represents a saved configuration for accessing a data source.
It can be reused for future imports and scheduling.

Step 2. Credentials
Choose credentials from the list of existing ones available for the selected connector, or add new credentials.

Step 3. Databases
- The Portal will display all databases accessible with the provided credentials.
- You can select multiple databases at once and use the search box to narrow down results.
- Each selected database should be given a Title, which will be visible in Dataedo.
- At this step, the Portal also retrieves the number of assets in each source.

Step 4. Objects to import
For each selected database, you can refine which objects to import:
- Select schemas and object types (tables, views, procedures, etc.).

- Use Advanced filters to include or exclude objects with:
- schema patterns
- name patterns


Step 5. Schedule
Configure scheduling options for each source individually:
- Define tasks you want to schedule (Metadata Import, Data Quality run, Refresh Profiling).
- Run daily, on selected weekdays, or on specific days of the month.
- Choose an exact time of execution.
- Task state:
Active
– the task will run as scheduled.Draft
– the task is saved but not executed until switched to Active.
- Run immediately – when checked, the task will also be executed right after clicking
Create connection
.
Only one source in a metadata import can have Run immediately selected.


You must configure at least one import task in the schedule section.
If you skip this, an empty database will be created and no metadata will be imported.
Importing Metadata in Dataedo Desktop
Metadata import is also possible using Dataedo Desktop.
In this mode, you can only import one source at a time.
To connect to MySQL, create a new documentation by choosing Add documentation and selecting Database connection.

On the connection screen, choose MySQL as DBMS.
Provide database connection details:
- Host - provide a host name or address where the database is located. E.g. server17, server17.ourdomain.com or 192.168.0.37.
- Port - change the default port of the MySQL instance if required.
- User and password - provide your username and password.
- Database - type in the schema name or click [...] and choose it from the list.

Here is a comparison with connection details in MySQL Workbench.


Saving password
You can save the password for later connections by checking the Save password option. Passwords are saved in the repository database.
Importing schema
When the connection is successful, Dataedo will read objects and show a list of objects found. You can choose which objects to import. You can also use advanced filter to narrow down the list of objects.

Confirm the list of objects to import by clicking Next.
The next screen will allow you to change the default name of the documentation under which your schema will be visible in the Dataedo repository.

Click Import to start the import.

When done, close the import window with the Finish button.

Your database schema has been imported to new documentation in the repository.
