Adoption export
Export adoption metrics and usage data from Atlan for analysis and stakeholder reporting. Reference for workflow configuration, metrics options, file formats, and delivery destinations.
Export adoption metrics and usage data from Atlan for analysis and stakeholder reporting. Reference for workflow configuration, metrics options, file formats, and delivery destinations.
Migrate glossary terms, tags, and metadata from Alation to Atlan — configure asset mapping, image handling, and custom metadata preservation.
Propagate data-quality alerts downstream through asset lineage to surface impact across the catalog. Reference for workflow configuration, scope rules, and propagation-behavior settings.
Automatically link glossary terms to matching assets — map terms by name patterns, asset types, and custom filters.
Sync asset descriptions authored in Atlan back to Snowflake comments. Reference for workflow configuration, asset filtering, audit-trail behavior, and sync options.
Complete configuration reference for the Asset export (advanced) app, including output destinations, filter logic, and export attribute selection.
Use the Asset-term link app to automatically create and manage links between glossary terms and matching assets based on names and filters.
Learn how to automatically provision Atlan groups based on user designations at first login using the designation-based group provisioning app.
Learn how to automatically assign roles and sub-roles to users in Atlan based on their group memberships using the group-role sync app.
Enrich API assets in Atlan with metadata from Azure API Management, including specs, paths, and tags. Reference for workflow configuration and API-to-asset mapping settings.
Import lineage relationships between assets from a CSV file using the Lineage Builder app. Create lineage connections that include transformation processes, ETL workflows, dbt models, and custom data pipelines that aren't automatically discovered by connectors.
Use the Metadata Policy Helper app to create metadata policies in personas using advanced asset selection patterns. Setup requires the app access and connection admin rights.
Expand existing custom metadata definitions to include new connections or glossaries added after initial creation. Reference for workflow configuration and scope-extension rules.
Identify potentially duplicate assets based on shared column structures using the Duplicate detector app. The workflow scans assets, groups those with identical columns, and records results as glossary terms linked to all matching assets.
Migrate metadata enrichment between connections during system rebuilds or migrations. Reference for workflow configuration, enrichment selection, and transformation mapping rules.
Export a filtered set of certified assets from Atlan as a CSV file and deliver it directly to email recipients. The Asset export (advanced) app lets you share governance summaries and asset inventories with stakeholders who don't have direct Atlan access.
Enable query logging and configure your ClickHouse instance so the ClickHouse Miner workflow can extract query history and generate lineage.
Create an ingestion workflow in Atlan to extract Oracle query history and generate lineage for existing Oracle assets.
Enable pg_stat_statements and configure your PostgreSQL instance so the PostgreSQL Miner workflow can extract query history and generate lineage.
Automatically create lineage between assets across two connections when their names match or follow a consistent pattern. The Lineage Generator (no transformations) app creates direct lineage relationships for data flows between databases, warehouses, or storage systems.
Extract lineage from SQL query history stored in Amazon S3 using the Generic Miner app. Generate table-level and column-level lineage for existing connections when source systems don't expose complete query history or when query logs are retained externally.
Learn how to generate column and measure to page lineage for Microsoft Power BI by using the PowerBI Columns/Measures -> Pages lineage app with PBIR project files stored in cloud object storage.
Learn how to generate column-to-dataset lineage for Microsoft Power BI by using the PowerBI Columns -> Dataset lineage app with report.json files stored in cloud object storage.
Bulk import or update asset metadata in Atlan using a CSV file stored in Amazon S3. The Asset Import app supports direct CSV import from S3 buckets, enabling you to create or update connections, databases, schemas, tables, and columns in one workflow.
Step-by-step guide to importing glossary terms, categories, and glossaries into Atlan using a local CSV file.
Use the Data Model Ingestion app to load logical and relational metadata from an Excel file into Atlan. Setup requires the Data Model Ingestion app access and a properly formatted Excel input file.
Complete configuration reference for the Lineage and asset loader app, including S3 authentication methods, CSV file schema, asset creation controls, and workflow settings.
Complete configuration reference for the Lineage Builder app properties and settings, including CSV file format and asset handling options.
Learn how Atlan can generate upstream lineage from the data warehouse layer, including configuration options and behavior.
Create lineage and optionally generate assets in Atlan from a source-to-target CSV mapping file stored in Amazon S3. The Lineage and asset loader app reads CSV mappings, creates lineage relationships, and optionally creates missing source or target assets.
Configure metadata policies at scale using policy templates — automate permission assignment across assets, taxonomies, and custom metadata.
Complete configuration reference for the Metadata Propagator app, including propagation direction, attribute selection, filters, and matching behavior.
Catalog Microsoft Dataverse entities and their relationships in Atlan as lineage. Reference for crawler configuration, entity selection, relationship mapping, and sync options.
Learn how to use the Tableau Migration Manager app to migrate asset enrichments between Tableau assets in the same connection.
Complete configuration reference for the Orchestration tasks attribute transfer app, including connector selection, custom metadata mapping, transfer direction, and filter options.
Complete configuration reference for the PBI OLS Dataset Enricher app, including S3 authentication, connection setup, and how it restores Power BI lineage broken by OLS.
Propagate tags or custom metadata from child assets to parent assets using configurable priority rules. Reference for workflow configuration, priority-rule syntax, and transformation settings.
Propagate metadata like owners, certificates, and tags from upstream assets to downstream dependents automatically using the Metadata Propagator app. The app follows existing lineage relationships to push governance metadata downstream without manual updates.
Learn how to configure alerts for workflow events in Atlan via email or Google Chat.
Override the asset type assigned to assets derived from source system metadata. Reference for supported asset types, qualified-name parsing rules, and configuration options.
Automatically populate asset owners in Atlan using source-system metadata like Snowflake last_ddl_by and Tableau source_owner. Reference for workflow configuration and owner-mapping rules.
Sync Confluence page content into asset Readmes using the Confluence integration manager app. The workflow reads URLs from the Resource attribute, fetches page content via the Confluence API, and syncs documentation automatically so Confluence and Atlan stay aligned.
Sync AWS Lake Formation tags to Atlan custom metadata to maintain governance alignment. Reference for workflow configuration, tag mapping, and input-file format specifications.
Propagate operational attributes from orchestration tasks and jobs to connected assets using the Orchestration tasks attribute transfer app. Transfer run status, schedules, run timestamps, and task links to upstream or downstream assets through lineage.
Resolve common issues with Confluence Integration Manager credentials and authentication.
Complete configuration reference for the User Role Sync app properties and settings.