## Crawl Amazon QuickSight

URL: https://docs.atlan.com/apps/connectors/business-intelligence/amazon-quicksight/how-tos/crawl-amazon-quicksight

> Extract metadata from Amazon QuickSight to catalog dashboards, analyses, and datasets. Discover and govern your BI assets after configuring permissions.

Extract metadata from your [Amazon QuickSight](https://docs.atlan.com/llms/connectors/amazon-quicksight/set-up-amazon-quicksight/llms.txt) environment into Atlan to catalog dashboards, analyses, and datasets. After configuring the necessary permissions, you can establish a connection and crawl to extract usage and lineage information.

To crawl metadata from Amazon QuickSight, review the [order of operations](https://docs.atlan.com/llms/catalog/connector-capabilities/order-workflows/llms.txt) and then complete the following steps.

## Select source

To select Amazon QuickSight as your source:

1. In your Atlan workspace, click **Connectors** in the left sidebar.
 * If you are using the **Old UI (Classic)**, click **New Workflow** in the top navigation.

2. Click **Marketplace**.

3. Search for **QuickSight Assets** and select it.

4. Click **Install**.

5. Once installation completes, click **Setup Workflow** on the same tile.

## Provide your credentials

Choose your extraction method:

- In **Direct** extraction, Atlan connects to your database and crawls metadata directly.
- In **Agent** extraction, Atlan’s secure agent executes metadata extraction within the organization's environment.

### Direct extraction method

To enter your Amazon QuickSight credentials:

1. For _Authentication,_ _IAM User_ is the default authentication method.

2. For _AWS Access Key_, enter the [AWS access key you downloaded](https://docs.atlan.com/llms/connectors/amazon-quicksight/set-up-amazon-quicksight/llms.txt).

3. For _AWS Secret Key_, enter the [AWS secret key you downloaded](https://docs.atlan.com/llms/connectors/amazon-quicksight/set-up-amazon-quicksight/llms.txt).

4. At the bottom, enter the _Region_ and _AWS Account ID_ of your Amazon QuickSight instance.

5. Click the **Test Authentication** button to confirm connectivity to Amazon QuickSight.

6. Once authentication is successful, navigate to the bottom of the screen and click **Next**.

### Agent extraction method

Atlan supports using a Secure Agent for fetching metadata from Amazon QuickSight. To use a Secure Agent, follow these steps:

1. Select the **Agent** tab.

2. Configure the Amazon QuickSight data source by adding the secret keys for your secret store. For details on the required fields, refer to the [Direct extraction](#direct-extraction-method) section.

3. Complete the Secure Agent configuration by following the instructions in the [How to configure Secure Agent for workflow execution](https://docs.atlan.com/llms/platform/secure-agent/configure-secure-agent-for-workflow-execution/llms.txt) guide.

4. Click **Next** after completing the configuration.

## Configure connection

To complete the Amazon QuickSight 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_.

 :::warning

 If you don't specify any user or group, no one can manage the connection - not even admins.

 :::

3. Navigate to the bottom of the screen and click **Next** to proceed.

## Configure crawler

Before running the Amazon QuickSight crawler, you can further configure it.

On the _Metadata Filters_ page, you can override the defaults for any of these options:

- For _Fetch all assets without folder_, click **Yes** to fetch assets not linked to any folders, including datasets, analyses, and dashboards, or click **No** to only fetch assets linked to folders.
- To select the folders you want to include in crawling, click **Include Folders**. (Defaults to all folders if none are specified.)
- To select the folders you want to exclude from crawling, click **Exclude Folders**. (Defaults to no folders if none are specified.)

:::info **Did you know?** 
 If an asset appears in both the include and exclude filters, the exclude filter takes precedence.

:::

## Run crawler

To run the Amazon QuickSight crawler, after completing the steps in the previous sections:

1. To check for any [permissions or other configuration issues](https://docs.atlan.com/llms/connectors/amazon-quicksight/preflight-checks-for-amazon-quicksight/llms.txt) before running the crawler, click **Preflight checks**.

2. You can either:
 - 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, the assets appear on Atlan's asset page! 🎉

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