How to crawl Soda

Once you have configured the Soda permissions, you can establish a connection between Atlan and Soda.

To crawl metadata from Soda, review the order of operations and then complete the following steps.

Select the source

To select Soda as your source:

  1. In the top right of any screen in Atlan, navigate to +New and click New workflow.
  2. From the Marketplace page, click Soda.
  3. In the right panel, click Setup Workflow.

Provide your credentials

To enter your Soda credentials:

  1. For Host Name, enter the hostname or base URL of your Soda instance to connect to the Soda APIs β€” for example, cloud.soda.io, cloud.us.soda.io, or demo.soda.io.
  2. For Authentication, API Key Authentication is the default selection.
  3. For API Key ID, enter the API key ID you copied.
  4. For API Secret, enter the API secret you copied.
  5. Click the Test Authentication button to confirm connectivity to Soda.
  6. Once authentication is successful, navigate to the bottom of the screen and click Next.

Configure the connection

To complete the Soda connection configuration:

  1. Provide a Connection Name that represents your source environment. For example, you might use values like production,development,gold, or analytics.
  2. (Optional) To change the users who are able to manage this connection, change the users or groups listed under Connection Admins.
    🚨 Careful! If you do not specify any user or group, no one will be able to manage the connection β€” not even admins.
  3. Navigate to the bottom of the screen and click Next to proceed.

Run the crawler

To run the Soda crawler, after completing the steps above:

  • To run the crawler once, immediately, at the bottom of the screen, click the Run button.
  • To schedule the crawler to run hourly, daily, weekly, or monthly, at the bottom of the screen, click the Schedule & Run button.

Once the crawler has completed running, you will see the assets on Atlan's asset page! πŸŽ‰

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