Add custom metadata
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You can add descriptions to your assets in Atlan, including tables, views, and individual columns. You can even add a description in the form of a [README](/product/integrations). Doing so will enrich your data asset with the relevant contextual information.
Complete guide to administering and configuring your Atlan workspace, from basic settings to advanced customization.
Guide to Atlan's AI capabilities and automation features for enhanced data governance and productivity.
Integrate Atlan with Always On to enable continuous automation and suggestions.
Learn about atlan browser extension security.
Integrate Atlan with AWS Lambda to automate workflows and triggers.
Integrate Atlan with the Browser Extension to enhance your data catalog experience.
Atlan enables you to use spreadsheet tools to collaborate on assets with your team, make bulk metadata updates, and sync changes back to Atlan.
Overview and entry point for all business intelligence connectors in Atlan.
Atlan currently supports native integration with [Apache Airflow/OpenLineage](/apps/connectors/lineage/apache-airflow-openlineage/how-tos/integrate-apache-airflow-openlineage).
Refer to [Troubleshooting the Atlan browser extension](/product/integrations/automation/browser-extension/troubleshooting/troubleshooting-atlan-browser-extension).
You can [create webhooks](/product/integrations/automation/webhooks/how-tos/create-webhooks) in Atlan to configure alerts or triggers for downstream actions for metadata change events, including schema changes. You can also configure alerts for asset creation or deletion events.
Refer to our [troubleshooting Jira documentation](/product/integrations/project-management/jira/troubleshooting/troubleshooting-jira) to learn more.
A number of Atlan's [supported connectors](/product/connections/references/connectors-and-capabilities) use a JDBC- or REST API-based approach for metadata extraction. If you are attempting to connect to a source with no native integration, [contact Atlan support](/support/submit-request) to share more details about your use case.
Atlan also allows you to [export your glossary assets](/product/integrations/collaboration/spreadsheets/how-tos/export-assets) to spreadsheets and keep a record of your contextual information.
You can query any data warehouse (DW) or data lake (DL) if the integration is supported via Atlan's [supported sources](/product/connections/references/supported-sources#data-sources). Once integrated, you will be able to query the underlying data using the [Insights](/product/capabilities/insights/how-tos/query-data) feature.
Learn about can site renaming affect the jira integration?.
Learn about can the hive crawler connect to an independent hive metastore?.
Learn about can we use a microsoft sso login?.
➕ Premium feature! This feature will be a paid addition. Reach out to your customer success manager for more information.
Configure Snowflake data metric functions <Badge variant="preview" text="Private preview" link="/support/submit-request" />.
Learn about configure workflow execution.
Learn about connectors and capabilities.
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.
Adding an announcement to your data asset helps you call attention to an important feature or notify others about a change coming down the pipeline. Since announcements in Atlan display the time stamp and author information, you can easily identify whether an announcement is still relevant and who to ask for questions.
Admin users in Atlan can create, curate, and manage README templates from the governance center. Once admin users have created the templates, other users will be able to select these templates and [enrich their assets with READMEs](/product/integrations). They will also be able to see a rich preview of each template before adding the relevant documentation.
Overview and entry point for all CRM connectors in Atlan.
Overview and entry point for all CRM connectors in Atlan.
Learn about custom solutions.
Complete guide for connecting Atlan to your data sources, managing integrations, and troubleshooting connection issues.
Learn how to connect your data sources to Atlan. Explore popular connectors, integration patterns, and best practices for building a unified data ecosystem.
Overview and entry point for all data warehouse connectors in Atlan.
Overview and entry point for all database connectors in Atlan.
Learn about delete a connection.
The Atlan Secure Agent is a Kubernetes-based application that runs within a customer's environment. It acts as a gateway between the single-tenant Atlan SaaS and external systems like Snowflake, Tableau, and other data sources. This document explains the Secure Agent's deployment architecture, key components, communication flows, and security considerations.
Once you've [connected Atlan with Google Sheets](/product/integrations/collaboration/spreadsheets/how-tos/integrate-atlan-with-google-sheets), you can download impacted assets in Google Sheets. This can help you assess the downstream impact of any changes made to an upstream asset for [impact analysis](/product/capabilities/lineage/concepts/what-is-lineage#impact-analysis).
Once you've [connected Atlan with Microsoft Excel](/product/integrations/collaboration/spreadsheets/how-tos/integrate-atlan-with-microsoft-excel), you can download impacted assets in Microsoft Excel. This can help you assess the downstream impact of any changes made to an upstream asset for [impact analysis](/product/capabilities/lineage/concepts/what-is-lineage#impact-analysis).
SSO group mappings are triggered every time a user authenticates in Atlan. A user may need to log out and then log into Atlan again to view the changes. If a user is added to a new group or removed from an existing one in Azure AD, the updates will also be reflected in Atlan. To ensure that the sync is successful, the groups that the user belongs to should be mapped in Atlan, and if a group name has changed in Azure AD, you will need to update the group name in Atlan as well. For any questions about group mapping sync, head over [here](/product/integrations/identity-management/sso/troubleshooting/troubleshooting-sso).
SSO group mappings are triggered every time a user authenticates in Atlan. A user may need to log out and then log into Atlan again to view the changes. If a user is added to a new group or removed from an existing one in Google, the updates will also be reflected in Atlan. To ensure that the sync is successful, the groups that the user belongs to should be mapped in Atlan, and if a group name has changed in Google, you will need to update the group name in Atlan as well. For any questions about group mapping sync, head over [here](/product/integrations/identity-management/sso/troubleshooting/troubleshooting-sso).
SSO group mappings are triggered every time a user authenticates in Atlan. A user may need to log out and then log into Atlan again to view the changes. If a user is added to a new group or removed from an existing one in JumpCloud, the updates will also be reflected in Atlan. To ensure that the sync is successful, the groups that the user belongs to should be mapped in Atlan, and if a group name has changed in JumpCloud, you will need to update the group name in Atlan as well. For any questions about group mapping sync, head over [here](/product/integrations/identity-management/sso/troubleshooting/troubleshooting-sso).
➕ Premium feature! This feature will be a paid addition. Reach out to your customer success manager for more information.
SSO group mappings are triggered every time a user authenticates in Atlan. A user may need to log out and then log into Atlan again to view the changes. If a user is added to a new group or removed from an existing one in Okta, the updates will also be reflected in Atlan. To ensure that the sync is successful, the groups that the user belongs to should be mapped in Atlan, and if a group name has changed in Okta, you will need to update the group name in Atlan as well. For any questions about group mapping sync, head over [here](/product/integrations/identity-management/sso/troubleshooting/troubleshooting-sso).
SSO group mappings are triggered every time a user authenticates in Atlan. A user may need to log out and then log into Atlan again to view the changes. If a user is added to a new group or removed from an existing one in OneLogin, the updates will also be reflected in Atlan. To ensure that the sync is successful, the groups that the user belongs to should be mapped in Atlan, and if a group name has changed in OneLogin, you will need to update the group name in Atlan as well. For any questions about group mapping sync, head over [here](/product/integrations/identity-management/sso/troubleshooting/troubleshooting-sso).
SSO group mappings are triggered every time a user authenticates in Atlan. A user may need to log out and then log into Atlan again to view the changes. If a user is added to a new group or removed from an existing one in SAML 2.0, the updates will also be reflected in Atlan. To ensure that the sync is successful, the groups that the user belongs to should be mapped in Atlan, and if a group name has changed in SAML 2.0, you will need to update the group name in Atlan as well. For any questions about group mapping sync, head over [here](/product/integrations/identity-management/sso/troubleshooting/troubleshooting-sso).
Atlan supports [Snowflake OAuth-based authentication](https://docs.snowflake.com/user-guide/oauth-snowflake-overview) for [Snowflake](/apps/connectors/data-ware.
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).
Credentials are used to obtain an access token from Google's authorization servers for authentication in Atlan.
Overview and entry point for all ERP connectors in Atlan.
Overview and entry point for all ETL tools connectors in Atlan.
Overview and entry point for all events connectors in Atlan.
Learn about how are product updates deployed?.
Sending messages and searching assets from Slack are disabled. Refer to [Troubleshooting Slack](/product/integrations/collaboration/slack/troubleshooting/troubleshooting-slack) to learn more.
Learn about how does atlan handle lineage from spark jobs?.
Learn about infrastructure security.
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.
The Atlan add-on for Google Sheets makes it easy to edit column metadata in bulk for your data assets in Atlan.
The Atlan add-in for Microsoft Excel makes it easy to enrich metadata in bulk for your data assets in Atlan. You can use the Atlan add-in for both the web and desktop versions of Microsoft Excel.
You must have at least one issue already created in Jira before integrating it with Atlan. This will enable Atlan to detect whether the Atlan app is installed in your Jira workspace for the integration to work.
You will need to [configure an incoming link](https://confluence.atlassian.com/adminjiraserver/configure-an-incoming-link-1115659067.html) with an external application - in this case, Atlan. This will allow Atlan to access Jira data, which means that Jira will act as the OAuth provider.
Once you have retrieved the team link, you can proceed to connecting Atlan to Microsoft Teams.
If your Atlan admin has [enabled the governance workflows and inbox module](/product/capabilities/governance/stewardship/how-tos/automate-data-governance) in your Atlan workspace, you can create a ServiceNow integration to allow your users to [grant or revoke data access](/product/capabilities/governance/stewardship/how-tos/automate-data-governance) for governed assets in Atlan or any other data source.
To integrate Slack and Atlan, follow these steps.
Learn about is there a way to build lineage from netsuite to snowflake?.
Integrate Atlan with Jira to automate ticket creation and link your Jira account.
Overview and entry point for all lineage connectors in Atlan.
To [export assets to and bulk enrich metadata from](/product/integrations/collaboration/spreadsheets/how-tos/export-assets) a supported spreadsheet tool,.
To create and link Jira issues inside Atlan, you may first need to link your Jira account. This is done automatically for the admin user that [set up the Jira integration](/product/integrations/project-management/jira/how-tos/integrate-jira-cloud), but not for other users.
To get alerts for [starred assets](/product/capabilities/discovery/how-tos/star-assets) directly delivered to your Microsoft Teams account, you may need to first link your Microsoft Teams account. This is done automatically for the user that [set up the Microsoft Teams integration](/product/integrations/collaboration/microsoft-teams/how-tos/integrate-microsoft-teams), but not for other users.
To request or revoke data access through ServiceNow inside Atlan, you may first need to link your ServiceNow account. This is done automatically for the user that [set up the ServiceNow integration](/product/integrations/project-management/servicenow/how-tos/integrate-servicenow), but not for other users.
To see previews of Slack messages inside Atlan, you may need to first link your Slack account. This is done automatically for the user that [set up the Slack integration](/product/integrations/collaboration/slack/how-tos/integrate-slack), but not for other users.
Once you've scheduled or run a workflow you can modify its configuration at any time. The configuration that can be modified may vary by workflow but the general steps remain consistent.
:::warning Who can do this? You must be an admin user to manage custom metadata structures, including defining new ones.
If your organization's [Slack account is integrated with Atlan](/product/integrations/collaboration/slack/how-tos/integrate-slack), you will receive Slack notifications when your requests are approved or rejected.
Integrate Atlan with Microsoft Teams to enable collaboration and notifications.
Atlan runs its crawlers through an orchestrated set of automated tasks.
Overview and entry point for all observability connectors in Atlan.
Learn about why do i get an authentication error when logging in via okta for the first time?.
Learn about openlineage configuration and facets.
If you're encountering a 404 error while using PingFederate single sign-on (SSO), it is possible that the authentication request requires a signed assertion.
Overview and entry point for all privacy & security connectors in Atlan.
Learn about provide credentials to query data.
Learn about provide credentials to view sample data.
Learn about provider package versions for openlineage.
Learn about report on assets.
You can track asset enrichment through [suggestions from similar assets](/product/integrations/automation/always-on/references/suggestions-from-similar-assets). You can also view top users who have accepted automated suggestions.
You must [save your query](/product/capabilities/insights/how-tos/save-and-share-queries) before you can schedule it. Your [SMTP configuration](/product/integrations/communication/smtp-and-announcements/how-tos/configure-smtp) must also be in a working state to send results to recipients.
Overview and entry point for all schema connectors in Atlan.
Integrate Atlan with ServiceNow to automate ticket creation and link your ServiceNow account.
:::warning Who can do this? You will need to be an admin user and [configure SSO](/product/integrations/identity-management/sso) with a provider first.
Once the Atlan team has confirmed the configuration is ready, please continue with the remaining steps.
:::warning Who can do this? You will need your AWS administrator involved - you may not have access to run these tasks yourself.
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.
Learn about set up fivetran.
Atlan supports the basic authentication method for fetching metadata from MongoDB. This method uses a [username and password](#create-database-user-in-mongodb) to fetch metadata.
:::warning Who can do this? You will probably need your Monte Carlo [account owner](https://docs.getmontecarlo.com/docs/authorizationmanaged-roles-and-groups).
In some cases you will not be able to expose your Databricks instance for Atlan to extract and ingest lineage. For example, this may happen when security requirements restrict access to sensitive, mission-critical data.
Learn about set up salesforce.
Integrate Atlan with Slack to enable collaboration and notifications.
To use both IdP- and SP-initiated SSO, add both the URLs mentioned above.
Overview and entry point for all storage connectors in Atlan.
Learn about supported sources.
Can I add the browser extension for everyone in my organization?
Learn about troubleshooting aws glue connectivity.
Learn about troubleshooting connector-specific sso authentication.
What fields are supported when creating tickets or requesting access?
Learn about troubleshooting metabase connectivity.
Why do I get an error while adding Atlan to Microsoft Teams?
Learn about troubleshooting mode connectivity.
Learn about troubleshooting redash connectivity.
Learn about troubleshooting scim provisioning.
Why is the security\_admin role required to complete the ServiceNow integration?
Learn about troubleshooting sisense connectivity.
What do the colors in Slack notifications for modified assets mean?
Why do I need admin consent for exporting assets to Microsoft Excel?
Can I change the username of a provisioned user in Atlan?
Learn about troubleshooting thoughtspot connectivity.
Once you've [connected Atlan with Google Sheets](/product/integrations/collaboration/spreadsheets/how-tos/integrate-atlan-with-google-sheets), you can import the column metadata for all your data assets in Atlan and make changes to them directly in Google Sheets.
Once you've [connected Atlan with Microsoft Excel](/product/integrations/collaboration/spreadsheets/how-tos/integrate-atlan-with-microsoft-excel), you can import the column metadata for all your data assets in Atlan and make changes to them directly in Microsoft Excel.
You can refine the search for your assets in Atlan using the filters menu. Add filters to your asset search to find assets that are more relevant to you.
Event logs help you track and debug events received from supported connectors, providing you with greater observability in Atlan. Event logs are currently stored in Atlan for 7 days.
Learn about what are user roles?.
Learn about what does atlan crawl from cloudera impala?.
Atlan crawls and maps the following assets and properties from Confluent Schema Registry.
Atlan crawls and maps the following assets and properties from Metabase.
Atlan crawls and maps the following assets and properties from Microsoft SQL Server.
Atlan crawls and maps the following assets and properties from Mode.
With two of your most important workspaces connected, you can save time and improve the way you track issues for your data.
With two of your most important workspaces connected, you can save time and improve the way you share data assets with your team.
Learn about the features and capabilities of the Slack integration with Atlan.
Learn about what is the crawler logic for a deprecated asset?.
Atlan currently supports _System for Cross-domain Identity Management_ (SCIM) capabilities for user provisioning for:.
Learn about what's the difference between connecting to athena and glue?.
If you have sent an invite from Atlan but your user(s) did not receive it, Atlan recommends the following:.
Refer to [Troubleshooting the Atlan browser extension](/product/integrations/automation/browser-extension/troubleshooting/troubleshooting-atlan-browser-extension).
Refer to [Troubleshooting the Atlan browser extension](/product/integrations/automation/browser-extension/troubleshooting/troubleshooting-atlan-browser-extension).