How to set up Redash

πŸ€“ Who can do this? You will probably need your Redash administrator to complete the following steps β€” you may not have access yourself.

Atlan supports the API authentication method for fetching metadata from Redash. This method uses an API key to fetch metadata.

Create user in Redash

To create a new user for Atlan to use when integrating with Redash:

  1. Log in to your Redash instance.
  2. In the top right of your Redash instance, click your profile name, and from the dropdown, click Users.
  3. On the Settings page, under the Users tab, click the New User button.
  4. In the Create a New User dialog, enter the following details:
    1. For Name, add a meaningful name for the new user β€” for example, Atlan.
    2. For Email address, enter the email address for the new user.
    3. Click Create to create the new user.

Configure new user

Once the new user has accepted the invitation, the new user will be added to the list of users in your Redash instance. You will need to configure the new user for integration with Atlan.

To configure the new user for crawling Redash:

  1. Log in to your Redash instance.
  2. In the top right of your Redash instance, click your profile name, and from the dropdown, click Users.
  3. On the Settings page, under the Users tab, select the new user you created.
  4. From the new user screen, complete the following steps:
    1. Each new user is added to the Default group automatically in Redash. To configure group permissions, for Groups, click the dropdown and select Admin to add the new user to the admin group for full access.
    2. For API Key, click the clipboard icon to copy the API key for the new user and save it in a secure location.

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