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Set up Matillion

Configure user authentication and permissions in Matillion to enable Atlan to crawl metadata from your Matillion instance. This setup creates a dedicated API user with read-only access to guarantee secure metadata extraction.

Important

This setup guide applies only to Matillion ETL. Matillion Data Productivity Cloud (DPC) isn't supported.

Prerequisites​

Before you begin, make sure you have:

  • Matillion Server Admin access: You need administrator privileges to create users and manage permissions
  • Matillion instance access: Ability to log in to your Matillion instance

Create user​

To create a new user for crawling Matillion:

  1. Log in to your Matillion instance.

  2. From the top header of your Matillion instance, click Admin, and then from the dropdown, click User Configuration.

  3. On the User Configuration page, click the + button to add a new user.

  4. In the Add user dialog, enter the following details:

    • For Username, enter a username for the new user.
    • For Password and Repeat Password, enter a password for the new user and confirm it in the next step.
    • For Role, click API to enable the new user to use the Matillion APIs.
    • For Permission Groups, click Reader to enable the new user permission to only view the project and almost all parts of the instance including API profiles, credentials, OAuths, jobs, and variables - without edit access.
    • Click OK to add the new user.

  5. On the User Configuration page, click Apply changes to confirm new user creation.

Did you know?

Atlan only reads metadata from Matillion and never updates or changes any objects in your instance.

Set permissions​

To set permissions for the new user in Matillion:

  1. Log in to your Matillion instance.

  2. From the top header of your Matillion instance, click Admin, and then from the dropdown, click Manage Permissions.

  3. In the Permissions dialog, for the Reader group, click the pencil icon to grant permissions for the group.

  4. In the group-specific Permissions - Reader dialog, for User Permissions, under State, click the dropdown and then click Granted. Read permission is now available to members of the group at the project level and can override a Forbidden Expected State.

  5. Click OK to confirm your selections.

Next steps​

  • Crawl Matillion - Use the credentials you just created to establish a connection and crawl metadata from Matillion