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133 docs tagged with "atlan"

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Access Control

Learn how to manage user permissions and access to data assets in Atlan for security and compliance.

Add a resource

Need to redirect users to important information that's outside Atlan?

Add an alias

Add business-oriented aliases to assets to improve readability and provide context. Setup supports manual entry or AI-generated aliases when Atlan AI is enabled.

Add certificates

How many times has someone complained to you that the data is incomplete or has issues? And how many times have you responded that it's still a work in progress or they're using the wrong data!

Add custom metadata badges

Bringing visibility to custom metadata and enriching it with additional context are critical requirements for data teams. Atlan enables you to highlight the most critical custom metadata with badges.

Add owners

Add owners to data assets to establish clear responsibility and build trust. Asset owners maintain the asset and serve as the primary contact for questions about data frequency, status, and quality.

Add stakeholders

Add stakeholders to data domains to define people and their responsibilities. Setup requires the products module enabled and update permissions through domain policies for specific domains or subdomains.

Add users to groups

Atlan supports configuring SSO group mappings. You will first need to [create groups](/product/capabilities/governance/users-and-groups/how-tos/create-groups) in Atlan that correspond to the groups you want to map from your SSO provider to Atlan.

AI Governance

Establish robust AI governance frameworks that maintain compliance, mitigate risks, and drive trust through visibility, lifecycle management, and policy enforcement

Automate policy compliance

Some capabilities shown here may require additional enablement or licensing. Contact your Atlan representative for details.

Basic platform usage

Essential information about using Atlan's core features, from browser requirements to data querying, asset management, and checking system status.

Business Graph

Learn how to create and maintain a centralized business glossary in Atlan to standardize terminology and definitions across your organization.

Configure custom domains for Microsoft Excel

If your Atlan tenant is hosted on a custom domain - for example, `https://<your-tenant-name>.mycompany.com`  - you will need to configure your Atlan tenant to deploy the Atlan add-in for Microsoft Excel.

Configure language settings

Customize language settings for your Atlan workspace and personal instance. Admins can set a default workspace language, and individual users can override it with a personal language preference from supported languages.

Connectors

Learn how to connect your data sources to Atlan. Explore supported connectors, integration patterns, and best practices for unified catalog management.

Contracts

Learn how to manage data contracts and agreements in Atlan to ensure data quality and compliance.

Create a new tag

Create tags to classify and organize assets in Atlan. Setup requires admin user permissions, with tags displayed in sentence case in the governance center and asset filters.

Create data contracts

Create data contracts to standardize agreements between data producers and consumers. Setup requires a YAML contract template and support for data quality rules enforcement.

Create data domains

Data domains provide a logical way of grouping data products within a specific domain or business entity - for example, functions like finance and sales, business units for different products and services, regions of operation, and more. Most importantly, data domains help in fostering collaboration and promote shared ownership and domain-level governance in your organization.

Create domain policies

Domain policies let you control which users can (or can't) take certain actions within a data domain or subdomain - for example, creating subdomains and data products, updating metadata, and more.

Create forms

You can use Atlan's form builder to create reusable forms for managing user requests. The form builder allows you to create and customize forms from one central location. Forms can support multiple input types, including text, dropdown, date, and more.

Create groups

:::warning Who can do this? You will need to be an [admin user](/product/capabilities/governance/users-and-groups/concepts/what-are-user-roles) in Atlan to cr.

Create persona

Create personas to group users and assign specific access permissions and actions in Atlan. Setup requires admin user permissions in Atlan.

Create policies

You must be an admin user in Atlan to enable, create, manage, and approve data governance policies.

Create purpose

Create purposes to associate data usage intentions with tags and personas. Setup requires admin user permissions and pre-created tags in Atlan.

Custom Metadata

Atlan provides basic metadata for assets like certification, owners, and descriptions. But since every data team has their own unique needs, Atlan allows you to extend these with your own unique properties.

Custom Metadata

Learn how to create and manage custom metadata attributes in Atlan to extend your data catalog with organization-specific information.

Data Exploration tips and tricks

At Atlan, the goal is to power your user experience. Here are a few tips and tricks to help you get the most out of Data Exploration for you and your team!

Data Pipelines

Learn how to connect your data pipelines to Atlan. Explore ETL tools, workflow orchestration, and lineage tracking to build a comprehensive view of your data movement.

Data Products

From a single data table to a collection of data assets, anything can be a data product in Atlan. Data products provide a framework for your teams to curate assets specific to a domain, business unit, region of operation, brand, and more. These curated data products then empower your data consumers to easily discover data assets, quickly get the context they need, and collaborate more efficiently.

Delete a tag

Delete tags in Atlan when no longer needed. Setup requires admin user permissions and removal of the tag from all tagged assets first.

Disable user activity

You can [view recently visited users](/product/capabilities/discovery/concepts/what-are-asset-profiles) and total views on your assets in Atlan by default. To disable asset profile visitors, complete these steps.

Domains

Learn how to organize and manage domains in Atlan to structure your data assets in a logical and business-aligned way.

Enable Azure AD for SCIM provisioning

You can automate the process of provisioning and deprovisioning your Azure Active Directory (AD) users and groups in Atlan with System for Cross-domain Identity Management (SCIM).

Enable sample data download

Atlan allows admin users to enable or disable downloading [sample data](/product/capabilities/discovery/concepts/what-are-asset-profiles#sample-data). This can help you enforce better governance across your organization.

Getting started and onboarding

Everything you need to know when starting with Atlan - from trials and demos to deployment options and implementation requirements.

Install and set up browser extension

Learn how to install and configure the Atlan browser extension in Chrome or Edge, connect it to your Atlan workspace, and set up custom domains for your data tools.

Install on Virtual Machine (K3s)

This page provides instructions for installing the Secure Agent on a virtual machine (VM) by deploying [K3s in a rootless execution mode](https://docs.k3s.io/advanced#running-rootless-servers-experimental:~:text=to%20take%20effect.-,Running%20Rootless%20Servers,-\(Experimental\)%E2%80%8B).

Integrations

Learn how to integrate Atlan with project management, communication, collaboration, automation, and identity management tools.

Invite new users

Note that the invitation link will remain valid for 7 days. If the link expires, you can resend the invitation to your new users.

Manage domains

Most importantly, domains help promote shared ownership and domain-level governance in your organization.

Manage playbooks

Monitor, modify, or delete playbooks at any time, and enable notifications to track playbook runs in Slack or Microsoft Teams.

Manage policies

You must be an admin user in Atlan to enable, create, manage, and approve data governance policies.

Manage system announcements

Have you ever wanted to notify everyone on the system of something? System announcements allow you to do just that. For example, you could welcome your users when you're first launching Atlan. Or you could use it to warn them about planned outages to large parts of your IT landscape.

Manage users

:::warning Who can do this? You will need to be an admin user in Atlan to manage other users.

Organize assets

Organize assets into domains and subdomains to establish logical structures aligned with business needs. Setup requires edit access to asset metadata for non-guest users.

Remove a tag

Remove tags from assets in Atlan. Identify whether tags were directly added or propagated through tag propagation before removal.

Set up a private network link to PostgreSQL

Before you create an RDS proxy, ensure that the user created in the RDS database is enabled with basic authentication. This [method](https://docs.aws.amazon.com/AmazonRDS/latest/UserGuide/rds-proxy-setup.html#rds-proxy-secrets-arns) uses a username and password to connect to the RDS database.

Set up a private network link to Tableau server

As a prerequisite for TLS configuration on Tableau Server only, ensure that the health check _Protocol_ of the target group is set to **HTTPS** or [modify the health check settings](https://docs.aws.amazon.com/elasticloadbalancing/latest/application/target-group-health-checks.html#modify-health-check-settings) as required.

Set up an Azure private network link to Snowflake

Atlan support will finish the configuration on the Atlan side using these values. Support will then provide you with the Snowflake private endpoint resource ID and Azure token for you to approve the request.

Set up dbt Core

Configure access and storage for dbt Core in Atlan, including credential setup for AWS, GCP, and Azure, and uploading dbt metadata files.

Set up Metabase

:::warning Who can do this? You will probably need your Metabase administrator to follow the below steps - you may not have access yourself.

Set up playbooks

Set up playbooks to automate metadata updates at scale using rule-based automations in Atlan. Setup requires admin user permissions in Atlan.

Stewardship

Learn how to implement data stewardship in Atlan through automated workflows, policies, and task management.

Tags

For details on tagging assets, see [How to attach a tag](/product/capabilities/governance/tags/how-tos/attach-a-tag).

Tags

Learn how to use tags in Atlan to categorize and organize your data assets for improved discoverability and governance.

Use Atlan AI for documentation

Some capabilities shown here may require additional enablement or licensing. Contact your Atlan representative for details.

Use Atlan browser extension

Learn how to use the Atlan browser extension to access metadata in-flow inside your data tools, search Atlan from any webpage, and link web pages as resources to assets.

Users and groups

Learn how to manage users and groups in Atlan to control access and organize your data team.

What is Atlan?

Atlan is the context layer for AI—the platform where metadata, semantics, lineage, and business knowledge come together so data teams and AI agents can find, understand, and act on data with confidence.