Frequently Asked Questions
TL;DR
Find answers to common questions about using Atlan, organized by topic area for quick resolution.
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Overview: Get quick answers to frequently asked questions about Atlan's features, functionality, and common use cases. Browse by category to quickly locate solutions and learn best practices for getting the most out of your Atlan workspace.
Core platform
Find answers efficiently by exploring these main FAQ categories:
Administration and user management
- Administration and configuration: Comprehensive guide to Atlan administration, from workspace configuration to system management and troubleshooting
- User management and access control: Managing users, groups, roles, permissions, and access control policies in Atlan
Capabilities
- Discovery: Filtering, search, and navigation tips in Atlan
- Data Exploration: Query limits, scheduling, and Visual Query FAQs
- Reporting: Materialized views, dashboard metadata, and more
- Lineage: Supported lineage types, troubleshooting, and best practices
- Custom metadata: Managing custom metadata sets and attributes
- Business Graph: Business Graph setup, backups, permissions, and term management
Data management
- Data connections and integration: Everything about connecting and integrating various data sources with Atlan, including configuration and troubleshooting
- Tags and metadata management: Complete guide to managing tags, classifications, and metadata in Atlan
- Workflows and data processing: Data processing workflows, automation, scheduling, and optimization techniques
Integrations and connectors
- Browser extension security: Permissions, data access, and security practices for the Atlan browser extension
- Single sign-on (SSO) integration: Configuring and managing SSO providers
- Jira integration: Creating issues, field mappings, and common troubleshooting
- Salesforce connector: Prerequisites, metadata extraction, and common issues
- Microsoft Power BI connector: Data sources vs dataflows and other connector specifics
- Connector framework FAQs: General questions around connectivity capabilities and supported sources
- Microsoft Teams integration: Linking channels, notifications, and common issues
- Slack integration: Sharing assets, permissions, and troubleshooting
Advanced features
- Atlan AI: Context Agents, Atlan MCP, glossary intelligence, and AI-powered enrichment
- Security and compliance: Security protocols, compliance standards, and data protection measures in Atlan
Support
Need additional help beyond these FAQs?
- Contact support: Reach out to the support team through the Atlan platform or raise a ticket.