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Crawl ThoughtSpot

Once you have configured the ThoughtSpot permissions, you can establish a connection between Atlan and ThoughtSpot.

To crawl metadata from ThoughtSpot, review the order of operations and then complete the following steps.

Select source​

To select ThoughtSpot as your source:

  1. In the top navigation, click Marketplace.
  2. Search for ThoughtSpot Assets and select it.
  3. Click Install.
  4. Once installation completes, click Setup Workflow on the same tile.

If you navigated away before installation completed, go to New > New Workflow and select ThoughtSpot Assets to proceed.

Provide your credentials​

Choose your extraction method:

Offline extraction sunset

The offline extraction method has been sunset and is no longer available. For on-premises or network-restricted environments, use the Agent extraction method with Self-Deployed Runtime.

  • 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 ThoughtSpot credentials:

  1. For Extraction method, Direct is the default selection.
  2. For Hostname, enter the hostname of your ThoughtSpot cloud instance in the following format - <company_name>.thoughtspot.cloud.
  3. For Authentication, select the method you configured when setting up the ThoughtSpot access permissions:
  4. Click the Test Authentication button to confirm connectivity to ThoughtSpot.
  5. 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 ThoughtSpot. To use a Secure Agent, follow these steps:

  1. Select the Agent tab.
  2. Configure the ThoughtSpot data source by adding the secret keys for your secret store. For details on the required fields, refer to the Direct extraction section.
  3. Complete the Secure Agent configuration by following the instructions in the How to configure Secure Agent for workflow execution guide.
  4. Click Next after completing the configuration.

Configure connection​

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

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 tags. (This defaults to all assets, if none are specified.)
  • To select the assets you want to exclude from crawling, click Exclude tags. (This defaults to no assets, if none specified.)
  • For Assets without tags, keep the default option Yes to skip crawling assets without tags or click No to enable crawling them.
Did you know?

If an asset appears in both the include and exclude filters, the exclude filter takes precedence.

Run crawler​

To run the ThoughtSpot crawler, after completing the previous steps:

  1. To check for any permissions or other configuration issues 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! 🎉