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Overview

• Our 3 pro tips for saving time with Atlan
• What is Atlan?
• The DataOps Culture Code

Product Quick Start

• Quick start for admins
• Quick start for contributors
• Quick start for data consumers
• Customer support

Developers

• Atlan's open API
• API authentication
• Getting started with the APIs

Metadata Ingestion

• Integrate data pipeline metadata with assets

User Engagement

• Onboard new data team hires
• Design user surveys
• Conduct user interviews
• Create user personas

Documentation Culture

• How to prioritize documentation efforts
• Standardize documentation with README templates
• Define standards for descriptions
• Run periodic "documentation hours"

Glossary

• Use a glossary to speak the same language
• How to implement a business glossary

Project Management

• Drive momentum through Agile sprints
• Gamify your contributors' involvement
• Plan your gamification drive

Discovery

• How to search and discover assets
• How to use the filters menu
• How to access archived assets

Glossary

• What is a glossary?
• How to set up glossaries
• How to bulk upload terms in the glossary
• How to link terms to assets

Asset Profile

• What are asset profiles?
• Provide credentials to view sample data
• How to add descriptions
• How to add a README
• How to add owners
• How to attach a tag
See all 12 articles

Asset Enrichment

• How to integrate Atlan with Google Sheets
• How to update column metadata in Google Sheets
• How to download impacted assets in Google Sheets
• How to set up playbooks
• How to set up profiling playbooks
• How to manage playbooks
See all 8 articles

Requests

• What are requests?
• How to manage requests

Lineage

• What is lineage?
• How to download lineage
• Troubleshooting lineage

Insights

• How to query data
• How to save and share queries
• What are the query builder actions?
• How to make a query interactive
• How to schedule a query
• How to query without shared credentials
See all 8 articles

Reporting

• How to summarize metadata
• How to report on assets
• How to report on glossaries
• How to report on governance
• How to report on queries
• How to report on automations
See all 7 articles

Connectivity Guides

• Supported sources
• How to monitor connectivity
• How to manage connectivity
• How to mine queries through S3
• What are preflight checks?
• What column keys does Atlan crawl?

Amazon Athena Connectivity

• How to set up Amazon Athena
• How to crawl Amazon Athena
• What does Atlan crawl from Amazon Athena?

Amazon Redshift Connectivity

• How to set up Amazon Redshift
• How to set up a private network link to Amazon Redshift
• How to set up a VPC peering connection to Amazon Redshift
• How to crawl Amazon Redshift
• How to mine Amazon Redshift
• What does Atlan crawl from Amazon Redshift?
See all 8 articles

Amazon QuickSight Connectivity

• How to set up Amazon QuickSight
• How to crawl Amazon QuickSight
• What does Atlan crawl from Amazon QuickSight?
• Preflight checks for Amazon QuickSight

AWS Glue Connectivity

• How to set up AWS Glue
• How to set up a private network link to AWS Glue
• How to crawl AWS Glue
• What does Atlan crawl from AWS Glue?

Apache Kafka Connectivity

• How to set up Apache Kafka
• How to crawl Apache Kafka
• What does Atlan crawl from Apache Kafka?

Confluent Kafka Connectivity

• How to set up Confluent Kafka
• How to crawl Confluent Kafka
• What does Atlan crawl from Confluent Kafka?

Google BigQuery Connectivity

• How to set up Google BigQuery
• How to crawl Google BigQuery
• How to mine Google BigQuery
• What does Atlan crawl from Google BigQuery?
• Preflight checks for Google BigQuery

Databricks Connectivity

• How to set up Databricks
• How to set up a private network link to Databricks
• How to crawl Databricks
• How to extract lineage from Databricks
• What does Atlan crawl from Databricks?
• Troubleshooting Databricks connectivity
See all 7 articles

dbt Connectivity

• How to set up dbt Cloud
• How to set up dbt Core
• How to crawl dbt
• What does Atlan crawl from dbt Cloud?
• What does Atlan crawl from dbt Core?
• How to update Atlan through dbt
See all 8 articles

Fivetran Connectivity

• How to set up Fivetran
• How to crawl Fivetran
• What does Atlan crawl from Fivetran?
• Troubleshooting Fivetran connectivity
• Preflight checks for Fivetran

Hive Connectivity

• How to set up Hive
• How to crawl Hive
• What does Atlan crawl from Hive?
• Preflight checks for Hive

Looker Connectivity

• How to set up Looker
• How to crawl Looker
• What does Atlan crawl from Looker?
• Common Looker connectivity issues
• Preflight checks for Looker

Metabase Connectivity

• How to set up Metabase
• How to crawl Metabase
• What does Atlan crawl from Metabase?
• Troubleshooting Metabase connectivity

MicroStrategy Connectivity

• How to set up MicroStrategy
• How to crawl MicroStrategy
• What does Atlan crawl from MicroStrategy?
• Troubleshooting MicroStrategy connectivity
• Preflight checks for MicroStrategy

Mode Connectivity

• How to set up Mode
• How to crawl Mode
• What does Atlan crawl from Mode?

Monte Carlo Connectivity

• How to set up Monte Carlo
• How to crawl Monte Carlo
• What does Atlan crawl from Monte Carlo?

MySQL Connectivity

• How to set up MySQL
• How to set up a private network link to MySQL
• How to crawl MySQL
• What does Atlan crawl from MySQL?
• Preflight checks for MySQL

Oracle Connectivity

• How to set up Oracle
• How to crawl Oracle
• What does Atlan crawl from Oracle?

PostgreSQL Connectivity

• How to set up PostgreSQL
• How to set up a private network link to PostgreSQL
• How to crawl PostgreSQL
• What does Atlan crawl from PostgreSQL?

PrestoSQL Connectivity

• How to set up PrestoSQL
• How to crawl PrestoSQL
• What does Atlan crawl from PrestoSQL?
• Preflight checks for PrestoSQL

Microsoft Power BI Connectivity

• How to set up Microsoft Power BI
• How to crawl Microsoft Power BI
• What does Atlan crawl from Microsoft Power BI?
• Troubleshooting Microsoft Power BI connectivity
• Preflight checks for Microsoft Power BI

Microsoft SQL Server Connectivity

• How to set up Microsoft SQL Server
• How to crawl Microsoft SQL Server
• What does Atlan crawl from Microsoft SQL Server?
• Preflight checks for Microsoft SQL Server

Microsoft Azure Synapse Analytics Connectivity

• How to set up Microsoft Azure Synapse Analytics
• How to crawl Microsoft Azure Synapse Analytics
• What does Atlan crawl from Microsoft Azure Synapse Analytics?
• Preflight checks for Microsoft Azure Synapse Analytics

Qlik Sense Cloud Connectivity

• How to set up Qlik Sense Cloud
• How to crawl Qlik Sense Cloud
• What does Atlan crawl from Qlik Sense Cloud?
• Preflight checks for Qlik Sense Cloud

Qlik Sense Enterprise on Windows Connectivity

• How to set up Qlik Sense Enterprise on Windows
• How to crawl Qlik Sense Enterprise on Windows
• What does Atlan crawl from Qlik Sense Enterprise on Windows?

Redash Connectivity

• How to set up Redash
• How to crawl Redash
• What does Atlan crawl from Redash?
• Preflight checks for Redash
• Troubleshooting Redash connectivity

Salesforce Connectivity

• How to set up Salesforce
• How to crawl Salesforce
• What does Atlan crawl from Salesforce?
• Troubleshooting Salesforce connectivity

SAP HANA Connectivity

• How to set up SAP HANA
• How to crawl SAP HANA
• What does Atlan crawl from SAP HANA?
• Preflight checks for SAP HANA

Sigma Connectivity

• How to set up Sigma
• How to crawl Sigma
• What does Atlan crawl from Sigma?
• Troubleshooting Sigma connectivity
• Preflight checks for Sigma

Always-On

• Suggestions from similar assets
• Tag propagation

Utilities

• How to delete a connection
• How to tap into events
• How to set up AWS Lambda
• How to create an AWS Lambda trigger
• How to use Atlan's Chrome extension
• How to create webhooks

Users and Groups

• How to invite new users
• What are user roles?
• How to manage users
• What are groups?
• How to create groups
• How to add users to groups

SSO

• How to enable Google for SSO
• How to enable Azure AD for SSO
• How to enable Okta for SSO
• How to enable JumpCloud for SSO
• How to enable OneLogin for SSO
• How to enable SAML 2.0 for SSO
See all 7 articles

SMTP and Announcements

• How to set up SMTP
• How to manage system announcements

Slack Integration

• What is included in the Slack integration?
• How to integrate Slack
• What does Atlan do with each Slack permission?
• How to link your Slack account

Jira Integration

• What is included in the Jira integration?
• How to integrate Jira
• How to link your Jira account

Microsoft Teams Integration

• What is included in the Microsoft Teams integration?
• How to integrate Microsoft Teams

Labs

• How to enable scheduled queries
• How to allow guests to request updates
• How to restrict asset visibility
• How to enable associated terms

Access Control

• How do I control access to metadata and data?
• What happens when users do not have access to metadata?
• What are personas?
• What are purposes?
• How to create a persona
• How to create a purpose
See all 7 articles

Tags

• What are tags?
• How to create a new tag

Custom Metadata

• What is custom metadata?
• How to manage custom metadata structures
• How to add custom metadata badges
• How to add options

Atlan Deployment

• Atlan architecture
• How are resources isolated?
• How are product updates deployed?
• Tenant offboarding

Atlan Security

• Data and metadata persistence
• Identity and access management
• Infrastructure security
• Security monitoring
• Encryption
• Other security standards

Backup & Disaster Recovery

• High availability and disaster recovery (HA/DR)

Troubleshooting

• How to check status of Atlan components

General

• Can you integrate with Jupyter Notebook and GitHub?
• Why is the number of assets in the connection drop-down different than the asset pill?
• Which browsers does Atlan support?
• Why does an emoji appear as one color in the menu and another in Atlan UI?
• When I try to create a visual query and join, it is only showing me tables within the same schema to join from
• How do I send messages or search assets from Slack?
See all 8 articles

Product Capabilities — General

• Can I follow the background processes of workflows in Argo?
• Does Atlan integrate with MongoDB?
• Can Atlan integrate with Talend or Matillion?
• What is the recommended path for pagination of asset searches with scroll API?
• Can we switch off the query feature due to data security concerns?
• Can I use Python or R to query data?
See all 21 articles

Product Capabilities — Discovery

• Is it possible to search for fields across all data sources?
• Is it possible to search by a value to find assets with that value?
• How does Atlan handle archived/deleted assets?
• Why don't I see more results when searching using the search bar (or Cmd + K)?

Product Capabilities — Glossary

• What is the default permission for a glossary?
• Can I add duplicate glossary terms?
• Glossary Terms displayed under the Asset Tab
• Can I use personas to change a specific term in a data glossary?
• Glossary backup in Atlan
• Unable to approve request for Glossary update
See all 7 articles

Product Capabilities — Assets

• Can I add the Google Sheets extension for everyone in my organization?
• Usage and popularity metrics
• Troubleshooting playbooks
• Can I update input type for existing custom metadata?
• What is the timeframe for recently verified assets?
• Why do dbt descriptions keep getting deleted?
See all 22 articles

Product Capabilities — Lineage

• What is column-level lineage?
• What do the numbers that show up in lineage mean?
• Can my team be notified if there is a change in dashboards downstream / notified if there is schema drift?
• Can Atlan send me an alert if a column drops?
• How does Atlan handle lineage from Spark jobs?
• Why is my Databricks lineage API not working?
See all 19 articles

Product Capabilities — Insights

• Bring your own credentials
• Exporting large query results

Product Capabilities — Reporting

• Is there a dashboard to see how my metadata is populated?
• How do I see views instead of materialized views in the reporting center?

Connections

• dbt Single-Tenant vs Multi-Tenant
• Workflow is Failing with: Delete percentage is more than 80.0. Exiting.
• Can the Hive crawler connect to an independent Hive metastore?
• How is lineage from procedures deduced in Atlan?
• Are there any dbt assets that cannot be viewed in dbt?
• Why is the first miner run taking so long to finish?
See all 26 articles

Integrations

• What do the colors in Slack notifications for modified assets mean?
• Is Atlan compatible with data quality tools?
• Can we receive notifications when workflows fail?
• Why do I get an error while adding Atlan to Microsoft Teams?

Bots and Automation

• Why can't I see the Atlan logo in my data tool?
• Why is Atlan's Chrome extension not loading?
• Why do I get an error message when I click on Atlan's Chrome extension?
• Can I add Atlan's Chrome extension for everyone in my organization?
• Does Microsoft Edge support Atlan's Chrome extension?
• Is the PII tagging of data or metadata automated?
See all 9 articles

Administration — General

• Can I create a multi-step approval workflow in Atlan?
• If we restrict access to certain tables that are part of lineage, how does that impact the user experience?
• How can a user with a member role query tables?
• I am having issues editing a persona, purpose, or policy
• How do you become an Admin for a connection?
• How do we change our Atlan URL?
See all 7 articles

Administration — Users and Groups

• How to limit SSO automatically creating users when they log in?
• Can I change my access level as an admin to test member and guest permissions?
• How can I find all users in Atlan?
• Disabling all assets view

Administration — SSO

• Why do I get an error while logging in via Google Dashboard?
• Unable to log into Atlan via SSO due to an "internal error" from Microsoft Defender
• Why do I get an authentication error when logging in via Okta for the first time?
• Users do not receive an invite email from Atlan
• Can we use a Microsoft SSO login?
• What type of user provisioning does Atlan support for SSO integration?

Administration — Access Control

• Why do some assets have a lock or a request to get approval from an admin?
• Can I restrict business users to only view verified assets?
• How is the atlan_user id used for authentication in Redshift?
• When multiple policies have overlapping assets, which permissions take priority?
• Can users link terms to assets without glossary access?

Administration — Tags

• What are some examples of tags?
• When are tags for new assets propagated?
• Deleting tags

Administration — Custom Metadata

• Why is the metadata getting lost when migrating from Snowflake to dbt?

Infrastructure — Deployment

• Power BI Process guidelines in Atlan
• Snowflake Workflow configured using Account_Usage, and then switched to Information_schema
• How do you become an Admin for a connection?
• How do you enable the data lineage with your different data sources?
• Where is Atlan deployed?
• What cloud providers do you support?

Compliance

• What data is Atlan actually bringing in?
• How is security enforced in Atlan?
• How does Atlan protect the data at rest?
• Do you support SOC 2?
• Do you support HIPAA?
• When does Atlan become a personal data processor or subprocessor?

Helpful resources

• Troubleshooting 404 Error in PingFederate SSO
• Why do I get permission denied when running an API request?
• How to update profile picture in Atlan
• Which products do I need for data governance including lineage and what types of files can be received into Atlan?
• How to download the browser console and network logs for troubleshooting?
• SSO integration with PingFederate using SAML