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Create policies with Metadata Policy Helper
App

You can use the Metadata Policy Helper app to create and update metadata policies in Atlan personas using asset selection patterns such as all dashboards in a Looker folder or all assets across every connection that aren't available through the Atlan UI.

Prerequisites​

Before you begin, make sure you have:

  • Access to the Metadata Policy Helper app. You can verify this by searching for Metadata Policy Helper in the Atlan marketplace. If you don't have access, contact Atlan support or your Atlan customer team to request it.
  • Connection admin rights on every connection the policy references. Without this, the workflow can't apply the policy.
  • An existing persona in Atlan to which the policy is added. To create one, see Create a persona.
  • The names or IDs of the BI folders or projects (for Looker, Tableau, QuickSight, or Cognos patterns) or a list of connections (for the Connections pattern).

Configure workflow​

  1. In the Atlan marketplace, find and open the Metadata Policy Helper app.

  2. Click Configure to start a new workflow run.

  3. Enter a Workflow name to identify this run in the workflow list.

  4. Select the policy pattern that matches your use case. This guide uses the Looker Folder pattern.

  5. In Persona name, enter the name of the persona where you create or update the policy.

  6. In Policy name, enter a name for the policy. If this policy already exists in the persona, the app updates it.

  7. In Looker connection, select the Looker connection from the dropdown.

  8. In Looker folder identifier, choose Name (default) or ID depending on how you prefer to specify your folders.

  9. In Looker folders, list the folders to include. Separate multiple folders with @@@.

  10. Under Policy permissions, select the permissions to grant or deny.

  11. Under Policy type, choose Allow or Deny.

For Tableau Project, QuickSight Folder, Connections, and Cognos Folder patterns, see the Metadata Policy Helper reference for field-by-field configuration.

Run and validate​

  1. Review your configuration, then click Run.

  2. Track progress in the Workflows section of Atlan. The run completes when the status shows Success.

  3. In Atlan, go to Governance → Access Control → Personas, open the persona you specified, and go to the Policies tab. Confirm the policy appears with the name you configured.

  4. Click the policy to verify the asset scope and permissions match your inputs.

Need help?​

If the workflow fails or the policy doesn't appear as expected, contact Atlan support.

See also​