How to manage playbooks

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Once you've created a playbook, you can monitor, modify, or delete it at any time.

Monitor your playbook

 

To monitor your playbooks runs:

  • When running a playbook immediately, you will be redirected to the monitoring page within 5 seconds.
  • At any other moment:
    1. In the left menu in Atlan, click Governance.
    2. Under the Governance heading of the Governance center, click Playbooks.
    3. In the playbooks manager, select the playbook you'd like to view.
    4. In the Overview section of your playbook, you'll be able to monitor:
      • A summary of the rules, actions, and updated assets.
      • An activity log for recent runs and updates over time.
πŸ’ͺ Did you know? The activity log in the playbooks manager can help you keep track of playbook runs, ranging from 24 hours to 30 days. Select any of the entries to navigate to the corresponding playbook.

Modify your playbook

 

To modify an existing playbook:

  1. In the left menu in Atlan, click Governance.
  2. Under the Governance heading of the Governance center, click Playbooks.
  3. In the playbooks manager, click the playbook you'd like to modify.
  4. On your playbook page:
    • To edit the name and description of your playbook, hover over your playbook and click Edit.
    • To modify the rules of your playbook, click Rules to make your changes and then click Update to save them.
    • To modify the schedule for your playbook, in the upper right of your screen:
      • Click Run Now to run it immediately.
      • Click the pencil icon to modify or remove the schedule.

Delete your playbook

 

To delete an existing playbook:

  1. In the left menu in Atlan, click Governance.
  2. Under the Governance heading of the Governance center, click Playbooks.
  3. In the playbooks manager, hover over the playbook you'd like to delete and click Delete Playbook.
  4. Click Delete to confirm.

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