## Crawl Metabase

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

> Once you have [configured the Metabase user permissions](/apps/connectors/business-intelligence/metabase/how-tos/set-up-metabase), you can establish a connection between Atlan and Metabase.

Once you have [configured the Metabase user permissions](https://docs.atlan.com/llms/connectors/metabase/set-up-metabase/llms.txt), you can establish a connection between Atlan and Metabase.

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

## Select the source

To select Metabase 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 **Metabase Assets** and select it.

4. Click **Install**.

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

## Provide credentials

To enter your Metabase credentials:

1. For _Host Name_, enter the full URL for your Metabase instance, including the `https://`.

2. For _Port_, enter the port number of your Metabase instance.

3. For _Authentication_, enter the _Username_ and _Password_ you configured.

4. Click the **Test Authentication** button to confirm connectivity to Metabase using these details.

5. Once successful, at the bottom of the screen, click **Next**.

## Configure the connection

To complete the Metabase 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 able to manage this connection, change the users or groups listed under _Connection Admins_.

 :::warning

 If you do not specify any user or group, nobody will be able to manage the connection - not even admins.

 :::

3. At the bottom of the screen, click **Next** to proceed.

## Configure the crawler

Before running the Metabase crawler, you can further configure it.

You can override the defaults for any of the remaining options:

- Select collections you want to include in crawling in the _Include Collections_ field. (This will default to all collections, if none are specified.)
- Select collections you want to exclude from crawling in the _Exclude Collections_ field. (This will default to no collections, if none are specified.)

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

:::

## Run the crawler

You can now run the Metabase crawler.

1. To check for any [permissions or other configuration issues](https://docs.atlan.com/llms/connectors/metabase/preflight-checks-for-metabase/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, you will see the assets in Atlan's asset page! 🎉

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