## Crawl Sisense

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

> Extract metadata from Sisense to catalog dashboards, widgets, and datasets. Discover and govern your BI assets after configuring permissions.

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

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

4. Click **Install**.

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

## Provide credentials

To enter your Sisense credentials:

1. For _Host_, enter the hostname of your Sisense instance.

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

3. For _Username_, enter the [email address you created](https://docs.atlan.com/llms/connectors/sisense/set-up-sisense/llms.txt) for the new user.

4. For _Password_, enter the [password you created](https://docs.atlan.com/llms/connectors/sisense/set-up-sisense/llms.txt) for the username.

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

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

## Configure the connection

To complete the Sisense 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 Sisense crawler, you can further configure it.

Sisense allows you to organize your Sisense assets into folders and subfolders. Atlan currently supports filtering your [dashboards](https://docs.atlan.com/llms/connectors/sisense/what-does-atlan-crawl-from-sisense/llms.txt) and [widgets](https://docs.atlan.com/llms/connectors/sisense/what-does-atlan-crawl-from-sisense/llms.txt) at a folder level. However, if you select a parent folder to include or exclude, all the child folders will also be included or excluded, respectively. Folder-level filtering currently does not apply to [data-models](https://docs.atlan.com/llms/connectors/sisense/what-does-atlan-crawl-from-sisense/llms.txt) and [data-model-tables](https://docs.atlan.com/llms/connectors/sisense/what-does-atlan-crawl-from-sisense/llms.txt), all such assets will be crawled into Atlan.

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

- To select the assets you want to include in crawling, click **Include Folders**. (This will default to all assets, if none are specified.)
- To select the assets you want to exclude from crawling, click **Exclude Folders**. (This will default to no assets, 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 Sisense crawler, after completing the steps above:

1. To check for any [permissions or other configuration issues](https://docs.atlan.com/llms/connectors/sisense/preflight-checks-for-sisense/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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