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In this section, we provide guides and references to use the NiFi connector. Configure and schedule NiFi metadata workflows from the OpenMetadata UI:

Requirements

Before configuring the NiFi connector, make sure the following requirements are in place.

Metadata

OpenMetadata supports 2 types of connection for the NiFi connector:
  • Basic authentication: use username/password to authenticate to NiFi.
  • Client certificate authentication: use CA, client certificate and client key files to authenticate.
The user should be able to send requests to the NiFi API and access the Resources endpoint.

Metadata Ingestion

To ingest metadata from NiFi, you need to create a service connection. The service connects NiFi with OpenMetadata. Once you create a service, OpenMetadata automatically starts ingesting metadata.

Step 1: Add New Service

  1. Navigate to Settings > Services. Navigate to Settings and Services
  2. Click Add New Service. Add New Service

Step 2: Select a Service and Connector

From the service type dropdown, select Pipeline Services, then click the NiFi connector tile. Select Service

Step 3: Add Service Name and Description

  • Enter a unique, descriptive Service Name. OpenMetadata identifies services by their service name. Enter a name that distinguishes this deployment from other NiFi services you are ingesting metadata from.
  • Optional: Enter a Description for the service.
Add New Service Name
Note: The service name cannot be changed after it is set.

Step 4: Configure Connection Options

Specify your source credentials and verify the connection.

Enter Connection Details

Enter the connection details for NiFi. A help panel displays inline guidance for each field. Configure Service Connection
  • Host and Port: Pipeline Service Management/UI URI. This should be specified as a string in the format hostname:port.
  • NiFi Config: OpenMetadata supports username/password or client certificate authentication.
    • Basic Authentication
      • Username: Username to connect to NiFi. This user should be able to send requests to the NiFi API and access the Resources endpoint.
      • Password: Password to connect to NiFi.
      • Verify SSL: Whether SSL verification should be performed when authenticating.
    • Client Certificate Authentication
      • Certificate Authority Path: Path to the certificate authority (CA) file. This is the certificate used to store and issue your digital certificate. This is an optional parameter. If omitted, SSL verification will be skipped; this can present a severe security issue. Important: This file should be accessible from where the ingestion workflow is running. For example, if you are using the OpenMetadata Ingestion Docker container, this file should be in this container.
      • Client Certificate Path: Path to the certificate client file. Important: This file should be accessible from where the ingestion workflow is running. For example, if you are using the OpenMetadata Ingestion Docker container, this file should be in this container.
      • Client Key Path: Path to the client key file. Important: This file should be accessible from where the ingestion workflow is running. For example, if you are using the OpenMetadata Ingestion Docker container, this file should be in this container.

Test Connection

Once the credentials have been added, click on Test Connection and Save the changes. Test Connection

Step 5: Configure Ingestion Options

In the What to Ingest step, use filter patterns to control which assets OpenMetadata ingests from your NiFi service. Filter patterns use regular expressions applied to pipeline names.

How Filter Patterns Work

  • Include: Add one or more comma-separated regular expressions. OpenMetadata ingests only assets whose names match at least one expression. Leave blank to include all assets.
  • Exclude: Add one or more comma-separated regular expressions. OpenMetadata skips any asset whose name matches an expression. Leave blank to exclude nothing.
Rules match asset names using one of five expressions:
  • contains: matches any name containing the value. For example, sales matches my_sales_data and sales_2024.
  • starts with: matches names beginning with the value. For example, prod_ matches prod_db and prod_schema.
  • ends with: matches names ending with the value. For example, _raw matches events_raw and logs_raw.
  • is exactly: matches the exact name only. For example, analytics matches only analytics.
  • matches regex: matches names using a regular expression. For example, ^prod_.*_v\d+$ matches prod_events_v1.
When both Include and Exclude are set, Exclude takes priority.
Leave the filter pattern empty to ingest all pipelines available in the source.

Filter Options

The Pipeline section includes the following filter options:
  • Pipeline: Controls which pipelines (process groups) OpenMetadata ingests from NiFi.
Each section provides the following controls:
  • Scan Mode: Choose between the following scan modes:
    • Scan all: Ingests every asset of that type the connector can access. This is the default.
    • Only specific: Enables include rules so only assets matching at least one rule are ingested.
  • Always exclude: Add permanent exclusion rules (shown in red). Assets matching these rules are never ingested, regardless of include rules.
  • Preview: Shows a real-time summary of what will be in scope based on your current rules.
  • Include rules (available only in Only specific mode): Click + Add to define a rule. Added rules appear as chips; an asset is included if it matches any rule.

Step 6: Create & Deploy

Click Create & Deploy to deploy the agent and start the first metadata ingestion run. OpenMetadata saves the service configuration and immediately begins pulling metadata from the source. To monitor ingestion progress or view the service you just added, go to Settings > Services and select your service.

Configure Metadata Agent and Schedule Ingestion

The Metadata Agent extracts pipelines, tasks, and other structural metadata from your source and keeps your OpenMetadata catalog in sync. It powers discovery, lineage, and governance across your data assets. When you click Create & Deploy, OpenMetadata automatically deploys a Metadata Agent for this service and triggers the first ingestion run. View its status and run history from the Agents tab on the service detail page. To configure the additional Metadata Agent and schedule ingestion, follow these steps:
  1. Navigate to Settings > Services and select the service type. Navigate to Settings and Services
  2. Click the service you have added.
  3. Select the Agents tab and click Add Agent > Metadata. Add Metadata Agent For some services, the dropdown is not available and clicking Add Agent takes you directly to the agent configuration page.
  4. On the Configure Ingestion page, do the following and click Next.
    • Name this Ingestion: Enter a unique recognizable name for this ingestion pipeline. Name this Ingestion
    • Agent Setup: Configure the core parameters for this agent. The following fields are available: Agent Setup
    • Filter Patterns: Apply include or exclude rules to scope which pipelines this agent ingests. These follow the same filter options described in Step 5: Configure Ingestion Options. Filter Patterns
    • Scope & Behaviour: Control what metadata to include and how to handle deletions. Toggle each option on or off based on your needs: Scope & Behaviour
  5. On the Schedule Interval page, set when the agent runs:
    • Schedule: Choose a preset interval (Hourly, Daily, Weekly, Monthly) or enter a custom cron expression.
    • On-Demand: No automatic schedule; trigger the agent manually when needed.
    Schedule Interval
  6. Click Add to deploy the agent.

Usage Workflow

Learn more about how to configure the Usage Workflow to ingest Query information from the UI.

Lineage Workflow

Learn more about how to configure the Lineage from the UI.

Profiler Workflow

Learn more about how to configure the Data Profiler from the UI.

Data Quality Workflow

Learn more about how to configure the Data Quality tests from the UI.

dbt Integration

Learn more about how to ingest dbt models’ definitions and their lineage.