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API access

Choose between OAuth clients and API tokens for programmatic access to Atlan APIs

API tokens

Use long-lived API tokens for simple, backwards-compatible programmatic access to Atlan APIs

Atlan MCP security

How the Atlan MCP server handles authentication, authorization, data handling, tool controls, logging, and network security—with no shared state between tenants and no data sent to LLMs.

Auth payload

Token, user identity, and page in ATLAN_AUTH_CONTEXT (for example, asset GUID in page.params).

Authentication

Understand how Self-Deployed Runtime authentication works and why it protects your enterprise infrastructure.

Authentication & metadata

Source system connectivity and metadata operations including credential validation, metadata retrieval, and preflight checks.

Configure session timeouts

Set how long an Atlan session stays valid before it expires. Configure idle timeout, max timeout, and Remember Me settings for all users in the workspace.

Crawl Hive

Extract metadata from Hive to catalog databases, tables, views, and columns. Extract lineage and asset information after configuring user permissions.

Crawl PostgreSQL

Configure and run PostgreSQL metadata extraction workflows to catalog databases, schemas, tables, views, and columns in Atlan.

Create an AWS Lambda trigger

Once you have configured the [AWS Lambda permissions](/product/integrations/automation/aws-lambda/how-tos/set-up-aws-lambda), you can run an AWS Lambda function.

Enable Snowflake OAuth

Atlan supports [Snowflake OAuth-based authentication](https://docs.snowflake.com/user-guide/oauth-snowflake-overview) for [Snowflake](/apps/connectors/data-ware.

Enable SSO for Amazon Redshift

You will need to [create a client application in Okta](https://help.okta.com/en-us/Content/Topics/Apps/Apps_App_Integration_Wizard_OIDC.htm) to use for [configuring the identity provider in AWS](/apps/connectors/data-warehouses/amazon-redshift/how-tos/enable-sso-for-amazon-redshift).

Enable Azure AD for SSO

Configure SAML 2.0 single sign-on between Microsoft Entra ID (Azure AD) and Atlan so your users sign in to Atlan with their existing Microsoft credentials. Exchange service provider and identity provider metadata, assign users in Entra, and optionally sync Azure AD groups to Atlan.

Enable Google for SSO

Configure SAML 2.0 single sign-on between Google Workspace and Atlan so your users sign in to Atlan with their Google credentials. Exchange service provider and identity provider metadata, assign users in Google Admin Center, and optionally sync Google groups to Atlan.

Enable JumpCloud for SSO

Configure SAML 2.0 single sign-on between JumpCloud and Atlan so your users sign in to Atlan with their JumpCloud credentials. Exchange service provider and identity provider metadata, assign user groups in JumpCloud, and optionally sync JumpCloud groups to Atlan.

Enable Okta for SSO

Configure SAML 2.0 single sign-on between Okta and Atlan so your users sign in to Atlan with their Okta credentials. Exchange service provider and identity provider metadata, assign users in Okta, and optionally sync Okta groups to Atlan.

Enable OneLogin for SSO

Configure SAML 2.0 single sign-on between OneLogin and Atlan so your users sign in to Atlan with their OneLogin credentials. Exchange service provider and identity provider metadata, assign users in OneLogin, and optionally sync OneLogin groups to Atlan.

Enable SAML 2.0 for SSO

Configure SAML 2.0 single sign-on between any SAML-compatible identity provider and Atlan so your users sign in with their existing IdP credentials. Exchange service provider and identity provider metadata, then optionally sync IdP groups to Atlan.

Extract lineage and usage from Databricks

Retrieve lineage from Unity Catalog and usage and popularity metrics from query history or system tables using REST API, offline, or system table extraction methods.

Integrate Anomalo

Once you have [configured the Anomalo settings](/apps/connectors/observability/anomalo/how-tos/set-up-anomalo), you can establish a connection between Atlan and Anomalo.

Integrate Apache Flink/OpenLineage

Atlan extracts job-level operational metadata from Apache Flink and generates job lineage through OpenLineage. To learn more about OpenLineage, refer to [OpenLineage configuration and facets](/product/connections/references/openlineage-configuration-and-facets).

Integrate Apache Spark/OpenLineage

Atlan extracts job-level operational metadata from Apache Spark and generates job lineage through OpenLineage. To learn more about OpenLineage, refer to [OpenLineage configuration and facets](/product/connections/references/openlineage-configuration-and-facets).

OAuth clients

Use OAuth 2.0 Client Credentials flow for short-lived access tokens in machine-to-machine integrations

Preflight checks for Google BigQuery

Each request requires an OAuth 2.0 access token generated via the [service account key](https://cloud.google.com/docs/authentication#service-accounts).

Preflight checks for Microsoft Azure Synapse Analytics

This check is performed for both [basic](/apps/connectors/data-warehouses/microsoft-azure-synapse-analytics/how-tos/set-up-microsoft-azure-synapse-analytics) and [service principal](/apps/connectors/data-warehouses/microsoft-azure-synapse-analytics/how-tos/set-up-microsoft-azure-synapse-analytics) authentication method.

Provide credentials to query data

Enter your own username and password or key pair for a connection in Atlan when bring-your-own-credentials (BYOC) is enabled, so Atlan queries and previews data with your own data source permissions instead of a shared account.

Restrict auto user creation for SSO

Prevent Atlan from auto-provisioning an account for every user who can authenticate against your identity provider. Restrict access to only the users and groups your IdP explicitly assigns to the Atlan application.

Security

The Secure Agent is designed with multiple security controls to protect metadata, credentials, and communication between systems. This document outlines its security mechanisms across authentication, encryption, container security, network security, and logging and monitoring.

Security and Compliance

Complete guide to Atlan's security features, compliance certifications, and data protection capabilities.

Set default user roles for SSO

Set the role Atlan assigns to new users on their first SSO sign-in. Use Member for most workspaces, Guest for read-only users, or Admin for elevated access.

Set up ALTR

Prepare your ALTR environment and generate API credentials for Atlan integration.

Set up Amazon DocumentDB

Atlan supports basic authentication (SCRAM-SHA-1, username and password) and IAM authentication (MONGODB-AWS) for fetching metadata from Amazon DocumentDB. This guide walks you through creating a crawl user with the permissions Atlan needs.

Set up Anaplan

Configure Basic or CA Certificate authentication to connect Anaplan to Atlan.

Set up Anomalo

Atlan supports the API authentication method for fetching metadata from [Anomalo](https://docs.anomalo.com/integrations/atlan-integration). This method uses an API key to fetch metadata.

Set up Ataccama

Configure authentication credentials in Ataccama ONE to enable Atlan to fetch data quality metadata from your Ataccama instance.

Set up authentication

Set up authentication for Atlan: configure SSO with Okta, Azure AD, Google, JumpCloud, OneLogin, SAML 2.0, or PingFederate; automate the user lifecycle with SCIM; and set sign-in rules for new users.

Set up Bigeye

Map Atlan connections to Bigeye sources and configure authentication credentials to enable Atlan to fetch data quality metadata from your Bigeye instance.

Set up ClickHouse

Configure a dedicated ClickHouse user with read-only access so Atlan can connect and extract metadata.

Set up Confluent Kafka

Atlan supports the API authentication method for fetching metadata from Confluent Kafka. This method uses an API key and API secret to fetch metadata.

Set up Databricks

Atlan supports three authentication methods for fetching metadata from Databricks. You can set up any of the following authentication methods:.

Set up Domo

:::warning Who can do this? You'll need your Domo administrator to complete these steps - you may not have access yourself.

Set up Hive

Configure permissions and authentication for Hive to enable metadata extraction in Atlan.

Set up IBM Cognos Analytics

:::warning Who can do this? You must be an IBM Cognos Analytics administrator to complete these steps - you may not have access yourself.

Set up Informatica CDI

Configure authentication and user permissions for Informatica Cloud Data Integration connector

Set up Microsoft Azure Cosmos DB

If your Microsoft Azure Cosmos DB deployment includes a mix of vCore- and RU-based accounts, you must configure both to fetch metadata. You can then use the _vCore and RU_ deployment option to [crawl your Microsoft Azure Cosmos DB assets](/apps/connectors/database/microsoft-azure-cosmos-db/how-tos/crawl-microsoft-azure-cosmos-db).

Set up Microsoft Azure Data Factory

Atlan supports service principal authentication for fetching metadata from Microsoft Azure Data Factory. This method requires a client ID, client secret, and tenant ID to fetch metadata.

Set up Microsoft SQL Server

Configure authentication and permissions for Microsoft SQL Server to enable Atlan to crawl metadata from your database.

Set up MicroStrategy

Atlan supports basic authentication and API token authentication methods for fetching metadata from MicroStrategy.

Set up MongoDB (self-managed)

Atlan supports SCRAM authentication (SCRAM-SHA-1 and SCRAM-SHA-256) for fetching metadata from MongoDB. This method uses a [username and password](#create-database-user) to fetch metadata.

Set up MongoDB Atlas

Atlan supports the basic authentication method for fetching metadata from MongoDB. This method uses a username and password to fetch metadata

Set up Monte Carlo

:::warning Who can do this? You will probably need your Monte Carlo [account owner](https://docs.getmontecarlo.com/docs/authorizationmanaged-roles-and-groups).

Set up MySQL

:::warning Who can do this? You probably need your MySQL administrator to run these commands - you may not have access yourself.

Set up NetSuite

Configure token-based authentication to connect NetSuite to Atlan.

Set up Qualytics

Configure API access in Atlan and Qualytics to enable secure authentication and data quality metadata synchronization between your Qualytics instance and Atlan.

Set up Redash

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

Set up Salesforce

Configure Salesforce authentication and connection with Atlan. Set up OAuth or JWT Bearer flow for secure integration with Sales Cloud and Financial Services Cloud.

Set up SAP HANA

:::warning Who can do this? You will probably need your SAP HANA administrator to run these commands - you may not have access yourself.

Set up single sign-on (SSO)

Set up single sign-on (SSO) so your team signs in to Atlan with their existing identity provider credentials. Configure SAML 2.0 with Okta, Azure AD, Google, JumpCloud, OneLogin, PingFederate, or any custom SAML provider.

Set up Sisense

Atlan supports the basic authentication method for fetching metadata from Sisense. This method uses a username and password to fetch metadata.

Set up Soda

:::warning Who can do this? You will need your [Soda Cloud administrator](https://docs.soda.io/soda-cloud/roles-and-rights.html) to complete these steps -.

Set up Starburst Enterprise

Configure authentication and permissions for Starburst Enterprise to enable Atlan to crawl metadata from your instance.

Set up Teradata

:::warning Who can do this? You need your Teradata administrator to run these commands - you may not have access yourself.

Set up ThoughtSpot

:::warning Who can do this? You will probably need your ThoughtSpot instance administrator to complete these steps - you may not have access yourself.

Set up Trino

Configure authentication and permissions for Trino to enable Atlan to crawl metadata from your database.

SSO integration with PingFederate using SAML

Configure SAML 2.0 single sign-on between PingFederate and Atlan so your users sign in to Atlan with their PingFederate credentials. Copy Atlan's service provider metadata into PingFederate, configure both ACS endpoints, and import PingFederate's IdP metadata back into Atlan.

Troubleshooting SSO sign-in

Fix common SSO sign-in problems in Atlan, including first-time login errors, username mismatches, provider-specific issues, and group sync behavior.

Users and groups

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