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build-connector.md

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2019, 2024
2022-01-26
discovery-data

{{site.data.keyword.attribute-definition-list}}

Building a Cloud Pak for Data custom connector

{: #build-connector}

{{site.data.keyword.discoveryshort}} provides connectors to many popular data sources, as described in Configuring Cloud Pak for Data data sources. If you need to connect to a different data source, you can write and deploy a custom connector. {: shortdesc}

[IBM Cloud Pak for Data]{: tag-cp4d} {{site.data.keyword.icp4dfull_notm}} only

This information applies only to installed deployments. {: note}

Any custom code that is used with {{site.data.keyword.discoveryfull}} is the responsibility of the developer and is not covered by IBM support. {: note}

Example code and configuration files for a basic custom connector are included.

Related topics:

Custom connector requirements

{: #about-ccs}

A custom connector is a component that uses the SDK and crawler framework that is documented here to connect to and crawl a specific data source. Custom connectors have the same general requirements as provided connectors. For more information, see Data source requirements.

Before you implement a custom connector, you need to know the following information about the data source:

  • The data source's network location (server name or address, including port, or URL, including port)
  • The data source's authentication method and security credentials
  • The path or paths on the data source that the connector needs to crawl
  • The connection method or protocol that the data source supports

Designing a custom connector

{: #design-connector}

A custom connector needs the following capabilities:

  • Configuring a crawler.

    • Configuring all settings that are required to connect to the data source.
    • Discovering a crawl space on the data source. At least one crawl space is required.
  • Crawling documents.

    • Crawling the documents on each data set.
    • Adding Access Control List (ACL) information to each document.
  • Retrieving ACL information for the username that authenticates to the data source.

These capabilities can be implemented by using the interfaces and methods that are described in Developing custom connector code.

Custom connector limitations

{: #connector-notes}

Observe the following notes and warnings when you implement a custom connector. {: shortdesc}

  • Custom connectors do not support the following features:

    • Synchronization settings
    • Filtering documents based on user access at query time. (At crawl and index time, only documents that the current user has the right to access are returned.)
    • The required and hidden validation settings. They are ignored when the connector is displayed in {{site.data.keyword.discoveryshort}}
    • The use of <condition /> tags in the definition file. These tags are currently ignored.
  • When you use the example connector code in the current release, {{site.data.keyword.discoveryshort}} does not collapse and group authentication settings for the custom connector's properties. For example, even when the {connector_name}_DATASOURCE_SETTINGS_USE_KEY_LABEL toggle is set to Off, the user interface shows the fields for {connector_name}_DATASOURCE_SETTINGS_KEY_LABEL and {connector_name}_DATATSOURCE_SETTINGS_PASSPHRASE_LABEL.

  • The list parameter type is not supported.

  • If a custom connector fails to connect to its source for any reason, it issues a generic error message such as Failed to create connector or Timed out, or a 500 HTTP error. Specific failure information is not currently provided.

    See the Release notes for more possible issues.