## Crawl Sigma

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

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

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

To crawl metadata from Sigma, 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 Sigma 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 **Sigma Assets** and select it.

4. Click **Install**.

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

## Provide your credentials

To enter your Sigma credentials:

1. For _Endpoint_, from the dropdown, select your [organization's cloud](https://docs.atlan.com/llms/connectors/sigma/set-up-sigma/llms.txt).

2. For _Authentication_, _API Token_ is the default method.

3. For _Client ID_, enter the client ID associated with your [API token](https://docs.atlan.com/llms/connectors/sigma/set-up-sigma/llms.txt).

4. For _API Token_, enter the API token that you created.

5. Click the **Test Authentication** button to confirm connectivity to Sigma.

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

## Configure the connection

To complete the Sigma 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 do not specify any user or group, no one will be able to manage the connection - not even admins.

 :::

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

## Configure the crawler

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

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

- To select the Sigma workbooks you want to include in crawling, click **Include Workbooks**. (This will default to all workbooks, if none are specified.)
- To select the Sigma workbooks you want to exclude from crawling, click **Exclude Workbooks**. (This will default to no workbooks 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 the crawler

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

1. To check for any [permissions or other configuration issues](https://docs.atlan.com/llms/connectors/sigma/preflight-checks-for-sigma/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 on Atlan's asset page! 🎉

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