Onboarding Guide
When you first log in to Qarion, the platform guides you through a structured onboarding flow to help you set up your workspace quickly and correctly. The onboarding tracks your progress and each step auto-completes once the underlying action is performed.
Welcome Banner
A Welcome Banner is displayed at the top of your dashboard showing the next relevant onboarding step. It updates automatically as you complete steps, always pointing you to the most logical next action.
Onboarding Steps
The onboarding follows a recommended order:
1. Create a Space
Every Qarion workspace starts with at least one Space — an isolated environment for your data products, quality checks, and governance processes. Navigate to the Admin page to create your first space.
If spaces already exist (e.g., from a demo seed), this step auto-completes.
2. Add a Source System
A Source System represents an external data platform — like Snowflake, BigQuery, or PostgreSQL — that you want to connect to Qarion. Navigate to Source Systems → Add Source System, select a platform type, and fill in the basic details.
3. Set Up Credentials
After creating a source system, configure its credentials so Qarion can connect. Navigate to the source system's Credentials tab and add the required connection details (database host, username/password, API keys, etc.).
You can add multiple credentials per source system — for example, separate read-only and admin credentials for different use cases.
4. Set Up a Scraping Connector
A Scraping Connector imports metadata from your source system into the catalog. Navigate to Connectors → Add Connector, select a scraper type (e.g., Scraper - PostgreSQL), link it to your source system and credential, and configure a sync schedule.
5. Run Your First Sync
After your scraping connector is set up, click Sync Now to trigger the first metadata import. The sync pulls schema, table, and column information into the catalog as data products.
6. Set Up a Quality Connector
A Quality Connector executes SQL-based quality checks against your data. Add a quality connector (e.g., Quality - PostgreSQL) linked to the same source system and credential. This enables you to run quality checks directly against the data.
7. Explore the Catalog
Browse the automatically imported data products in the Data Catalog. You can add descriptions, assign tags, configure governance settings, and set up quality checks.
Step Auto-Completion
Each step tracks completion automatically:
| Step | Completes When |
|---|---|
| Create a Space | At least one space exists |
| Add a Source System | At least one source system exists in the space |
| Set Up Credentials | A credential is configured for a source system |
| Set Up a Scraping Connector | A scraper category connector exists |
| Run First Sync | A sync job completes successfully |
| Set Up a Quality Connector | A quality category connector exists |
| Explore the Catalog | User navigates to the catalog |
Dismissing Onboarding
You can dismiss the onboarding banner at any time. If you need to revisit the steps later, check the Getting Started section in the documentation.
Related Documentation
- Spaces — Understanding workspaces
- Source Systems — Connecting external platforms
- Connectors — Setting up metadata sync
- Data Catalog — Exploring your data products