Metabase

Metabase is an open source Business Intelligence server that connects to MySQL, PostgreSQL, MongoDB, and more! Anyone can use it to build charts, dashboards, nightly emails or Slack reports. Thanks to this add-on, you can deploy Metabase in your organization in just one click. It leverages all Clever Cloud features such as monitoring, scalability, high availability SLA, etc.

Key Features

Metabase on Clever Cloud is a preconfigured set of resources, benefiting from all features the platform provides such as monitoring, scalability, up-to date systems, blue/green deployments, etc. It’s easy to manage and allows you to make better sense of the business metrics produced by your application. Once deployed, Metabase takes form of a web application in which you can:

• Navigate and explore data in the connected databases
• Create dashboards that regroup multiple questions in a canva
• Integrate questions/dashboards in another application
• Share a questions/dashboard to anyone using an anonymous link
• Periodically send results of a question/dashboard by email/Slack
• Configure data visualization for questions results: table, line chart, pie chart, gauge, single number, etc.
• Connect external databases; it works with add-ons such as MySQL, PostgreSQL, MongoDB and many other data sources
• Create questions either by typing in SELECT SQL queries or by using Metabase’s UI to build such queries without using SQL

You can also save questions and organize them in collections. When opening a saved question, fresh data is extracted from the source DB, so that questions always show fresh results. You get user management with groups and permissions: users can access to whole data sources so that they can explore and create questions, or they can have access only to collections containing already existing questions/dashboard.

Create a Metabase add-on

From the Console

1. Create a new add-on by clicking the Create… dropdown in the sidebar and then an add-on
2. Select the Metabase add-on
3. You can skip linking the add-on to an application, it won’t be needed (connecting data sources to Metabase is done via Metabase’s UI)
4. Enter a name for your Metabase add-on and select the zone where you want it to be deployed

Using the CLI

1. Make sure you have clever-tools installed locally. Please refer to the setup guide if needed
2. List the available plans and options for Metabase: clever addon providers show metabase
3. In your terminal, run clever addon create metabase <name> --org <org> (--org is optional)

Refer to the Clever Tools documentation for more details on add-on management.

Acessing the Metabase Interface

Once deployed, Metabase is accessible through an URL provided in the add-on’s Service dependencies page. You can also go in the environment variables page of the Java application and look for MB_SITE_URL value. To get this URL with Clever Tools, use the add-on ID:

$ clever addon env ADDON_ID
METABASE_URL="https://an_id-metabase.services.clever-cloud.com"

Underlying Resources

When you create the Metabase add-on, Clever Cloud automatically deploys:

• A Java instance with Metabase pre-loaded
• A PostgreSQL database (for internal Metabase use)

When you first connect to your Metabase instance, you will be taken to a wizard to create the first user, data sources, etc. Then you can configure and use it.

• Learn how to use Metabase

Plan sizing

By default, Metabase on Clever Cloud uses small-size resources, i.e:

• XS Java
• XXS Small Space PostgreSQL

They are dimensioned to suit a majority of needs. You can however manage and adjust them directly in the Console. For example when you have multiple users loading large dashboards concurrently or if your instance experiences crashes due to Out of Memory (OOM) issues, you should use a larger flavor for the Java application or activate auto-scalability. The PostgreSQL database is not likely to be needed a larger plan, but should this happen you can migrate it using Clever Cloud’s Console.

Version management, Security and Updates

The Metabase add-on is a fully managed application, so you don’t have to do anything to update it: by default it is automatically updated to match the latest Community Edition release. Your add-on will be automatically restarted when a new Metabase release is available, but thanks to Clever Cloud this will be done without downtime. All deployed versions are reviewed and tested before being released.

Of course, you have full control other this. The Java application of your Metabase add-on contains a CC_METABASE_VERSION environment variable. This variable can be modified to specify which version of Metabase you want. This variable must contain a value that is either a special keyword or a SemVer version requirement (the only difference with SemVer is that x.y.z is interpreted as =x.y.z instead of ^x.y.z.) :

• CC_METABASE_VERSION=community-latest (default): use the latest version of the Community Edition _(same as 0, 0.*, ^0 or empty)
• CC_METABASE_VERSION=0.50.3: use the 0.50.3 version _(same as =0.50.3)
• CC_METABASE_VERSION=0.50: use the latest available version starting with 0.50 _(same as ^0.50.0, ~0.50.0)

• The Atom feed (XML) of latest versions and their changelog
• The TOML list of all available versions and their changelog

Using Metabase Enterprise Edition

Metabase provides an Enterprise Edition (EE) that offers more features but requires a license key that must be purchased through their website (see the pricing page) EE versions are usually released at the same time as Community Edition (CE) versions, starting with a 1 instead of a 0.

If you wish to deploy an EE version on your Clever Cloud add-on, CC_METABASE_VERSION environment variable to either use a fixed version/branch that starts with 1 (for example: CC_METABASE_VERSION=1.50) or CC_METABASE_VERSION=enterprise-latest.

You must then add your license key in Metabase’s settings (see documentation).

Version Rollbacks

There is nothing stopping you from rolling back your Metabase instance to an older version (using the CC_METABASE_VERSION environment variable), but this may break things. When starting, Metabase checks its attached internal PostgreSQL database and may apply database migrations to evolves its structure. But not all new versions of Metabase add new migrations (patch versions may not, thus this is not a contract).

There are two cases:

1. A version does not add migrations: rolling-back to the previous version can be done without complications
2. A version adds migrations: rolling-back may or may not work. An older Metabase software is not guaranteed to work with a new database structure, so this could break the whole instance, some features or cause data loss.

Credentials At-Rest Encryption

When you add a new data source to Metabase, its credentials are stored into Metabase internal database. Metabase offers an optional feature that allows you to encrypt such credentials before storing them in the database.

When you deploy a Metabase add-on, this at-rest encryption is enabled by default. This is why the Java app of your add-on has a MB_ENCRYPTION_SECRET_KEY environment variable that contains a randomly generated value.

Configuring a SMTP Server

While this is not strictly required to successfully operate Metabase, it might be useful to configure a SMTP server. There are two main usages:

1. Sending user management/security emails (new user connections, account recoveries, invitations, …)
2. Sending questions/dashboards emails (when users created subscriptions to them)

Clever Cloud does not provide a SMTP server for your Metabase add-on. You can use a MailPace add-on or any other SMTP server.

The SMTP server can be configured (and tested) in Metabase administration interface. See documentation for more details.

Using a MailPace Add-On

If you have a MailPace add-on, you can link it to the Java application of your Metabase add-on using Clever Cloud’s console:

• Go to the Java application of the Metabase add-on
• Open the “Service dependencies” page
• In the “Linked add-ons” section, select your MailPace add-on and click “Add”
• Restart the Java application of your Metabase add-on

When a MailPace add-on is linked, Metabase will automatically get the SMTP server and credentials using (hidden) environment variables. In this case, SMTP settings will not be editable from Metabase interface; just unlink the MailPace add-on if you prefer to edit them manually.

You still need to specify the email address which Metabase must use as sender (use Metabase administration interface or set the MB_EMAIL_FROM_ADDRESS environment variable). Make sure you MailPace account is able to send email from this address/domain.

Migrating From a Self-Hosted Instance

Even if you already have a self-hosted Metabase instance, you might want to migrate to the Metabase add-on in order to benefit from automatic upgrades. This is possible if your self-hosted instance uses PostgreSQL as its internal database.

Here is how you can do it:

1. Create an instance of the Metabase add-on in your Clever Cloud organization
2. In the add-on Java application, set CC_METABASE_VERSION to the same version as your existing self-hosted instance
3. Stop the Java application of your Clever Cloud add-on
4. Stop your self-hosted instance
5. Use pg_dump to export the whole internal database of your self-hosted instance
6. Using pgAdmin (or another PostgreSQL client of you choice), connect to the PostgreSQL database of your Clever Cloud add-on, delete the public schema and recreate it (so that it is empty)
7. Use pg_restore to restore the dump to the PostgreSQL database of your Clever Cloud add-on (use the --no-owner to avoid errors related to objects ownership)
8. (optional) Configure the Java application domain and update your DNS record accordingly; if you use a custom domain, you should also update the MB_SITE_URL environment variable (it defines the base URL used by links in Metabase emails, among other things)
9. Start the Java application of your Clever Cloud add-on

If everything seems OK, set CC_METABASE_VERSION to the value you wish (for example, community-latest) in the Java application of your Clever Cloud add-on and restart it. Contact the Clever Cloud support if you need advice or help doing that.