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Add a resource

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

Add an alias

An alias is a business-oriented, alternate name that you can specify for your assets in Atlan. You can either manually add a more descriptive and user-friendly alias or use [Atlan AI](/product/capabilities/atlan-ai/concepts/what-is-atlan-ai) to do the same, if [Atlan AI is enabled in your Atlan workspace](/product/capabilities/atlan-ai/concepts/what-is-atlan-ai). This can help you improve the readability of your asset names while providing useful context to your users.

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

Atlan allows you to add owners for each data asset. This enriches the asset profile and helps build trust among users. Users can then quickly reach out to the owner of the asset for any questions about the data.

Add stakeholders

Stakeholders help you define the people and their responsibilities within a data domain in Atlan. You can map stakeholders to all or selected domains with responsibilities that align with their function within those domains. This can also help you ensure accountability among stakeholders and improve collaboration between your teams.

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.

Automate policy compliance

🌱 Premium feature! This is a new premium feature for you to try out. We value your feedback as we refine its capabilities.

Basic Platform Usage

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

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

How does Atlan speak to you? Decide for yourself! Atlan enables you to customize language settings from the default English to your preferred language at a workspace level.

Configure the extension for managed browsers

If you're using managed browsers, you can install and configure the Atlan browser extension for all users in your organization. To do so, you will need to bulk install the extension and deploy a configuration script.

Create a new tag

For tags created in Atlan, these are displayed in sentence case by design in the governance center, asset sidebar, and tags filter. For imported tags, Atlan will display the source version only in the tag popover when you hover over the tag in the asset sidebar.

Create data contracts

Create data contracts <Badge variant="preview" text="Private preview" link="/support/submit-request" />.

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 allow you to control which users can (or cannot) 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

:::warning Who can do this? You will need to be an admin user to create personas.

Create policies

🌱 Premium feature! This is a new premium feature for you to try out. We value your feedback as we refine its capabilities.

Create purpose

:::warning Who can do this? You will need to be an admin user to create purposes. :::.

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.

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

If a tag is attached to assets, you will need to [remove the tag](/product/capabilities/governance/tags/how-tos/remove-a-tag) from the [tagged assets](/product/capabilities/governance/tags/how-tos/attach-a-tag) before deleting it.

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.

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.

export assets

:::warning Who can do this? Before you can export assets to spreadsheets, you will first need your Atlan admin to [enable asset export](enable-asset-export).

Getting Started and Onboarding

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

Insights tips and tricks

At Atlan, we are committed to powering your user experience. Here are a few tips and tricks to help you get the most out of Insights for you and your team!

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).

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.

Make a query interactive

If you want to share a query with others, but limit how they can change the query, you can make it _interactive_.

Manage domains

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

Manage playbooks

Once you've [created a playbook](/product/capabilities/playbooks/how-tos/set-up-playbooks), you can monitor, modify, or delete it at any time. You can also [enable notifications](/product/capabilities/playbooks/how-tos/manage-playbooks) to monitor your playbook runs directly in Slack or Microsoft Teams.

Manage policies

🌱 Premium feature! This is a new premium feature for you to try out. We value your feedback as we refine its capabilities.

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.

Remove a tag

Atlan allows you to remove [tags](/product/capabilities/governance/tags/concepts/what-are-tags) from a [tagged asset](/product/capabilities/discovery/asset-prof.

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 Apache Kafka

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

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.

Tags

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

Use Atlan AI for documentation

âž• Premium feature! This feature will be a paid addition. Reach out to your customer success manager for more information.

Use the Atlan browser extension

The Atlan browser extension provides metadata context directly in your [supported data tools](#supported-tools). You can use the extension in the following Chromium-based browsers: Google Chrome and Microsoft Edge.