## Crawl Matillion

URL: https://docs.atlan.com/apps/connectors/etl-tools/matillion/how-tos/crawl-matillion

> Crawl metadata from Matillion to catalog jobs, tasks, pipelines, and transformations. Extract lineage information after configuring user permissions and connectivity.

Extract metadata from your [Matillion](https://docs.atlan.com/llms/connectors/matillion/set-up-matillion/llms.txt) environment into Atlan to catalog jobs, tasks, pipelines, and transformations. This enables you to track data lineage, understand transformation workflows, and govern your ETL processes. After configuring the necessary user permissions, you can establish a connection and crawl your pipelines. Review the [order of operations](https://docs.atlan.com/llms/catalog/connector-capabilities/order-workflows/llms.txt) for metadata enrichment workflows before starting.

## Select source

To select Matillion 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 **Matillion Assets** and select it.

4. Click **Install**.

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

## Provide your credentials

To enter your Matillion credentials:

1. For _Extraction method_, _Direct_ is the default selection.

2. For _Hostname_, enter the host name of your Matillion instance.

3. For _Authentication_, _Basic Authentication_ is the default method.

4. For _Username_, enter the [username you created in Matillion](https://docs.atlan.com/llms/connectors/matillion/set-up-matillion/llms.txt).

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

6. For _SSL_, keep **Enabled** to connect via a Secure Sockets Layer (SSL) channel or click **Disabled**.

7. For _CA Certificate_, this is only required if your Matillion server uses a self-signed or an internal CA SSL certificate. Paste the CA certificate in [PEM format](https://docs.atlan.com/llms/catalog/connector-capabilities/provide-ssl-certificates/llms.txt). If your Matillion server uses a certificate from a well-known public CA (such as DigiCert or LetsEncrypt), leave this field empty.

8. Click the **Test Authentication** button to confirm connectivity to Matillion.

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

:::info CA Certificate
If your Matillion server uses a private CA certificate and you're unsure which certificate to provide, see [Troubleshooting Matillion connectivity](https://docs.atlan.com/llms/connectors/matillion/troubleshooting-matillion-connectivity/llms.txt) for guidance.
:::

## Configure connection

To complete the Matillion 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. To change the users who are able to manage this connection, change the users or groups listed under _Connection Admins_. 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 Matillion crawler, you can further configure it.

On the _Metadata Filters_ page, you can override the defaults for any of these options. If an asset appears in both the include and exclude filters, the exclude filter takes precedence.

- To select the assets you want to include in crawling, click **Include Projects**. (This defaults to all assets, if none are specified.)
- To select the assets you want to exclude from crawling, click **Exclude Projects**. (This defaults to no assets, if none specified.)
- For _Enable Lineage_, keep the default option **Yes** to crawl lineage or click **No** to disable it. End-to-end lineage is currently not supported for Matillion version 1.68 LTS due to limitations of the Matillion APIs - only lineage for asset transformations is supported at present.

## Run crawler

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

- 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 can see the assets on Atlan's asset page! 🎉

---