97 docs tagged with "setup"

You can automate the process of provisioning and deprovisioning your users and groups in Atlan with System for Cross-domain Identity Management (SCIM). Atlan supports SCIM 2.0 for SCIM provisioning.

Atlan uses SMTP to send emails, primarily for things like inviting users, login failure alerts, and [scheduled queries](/product/capabilities/insights/how-tos/schedule-a-query). We provide an embedded SMTP server to do this, out-of-the-box.

Configure Snowflake data metric functions <Badge variant="preview" text="Private Preview" link="/get-started/references/product-release-stages#private-preview" />

Extract metadata from Amazon DynamoDB to catalog tables, items, and attributes. Extract asset information and column-level details after configuring AWS permissions.

Once you have configured the [Amazon Redshift access permissions](/apps/connectors/data-warehouses/amazon-redshift/how-tos/set-up-amazon-redshift), you can establish a connection between Atlan and Amazon Redshift.

Crawl metadata from AWS Glue Data Catalog to catalog jobs, workflows, tables, and data transformations. Extract lineage information after configuring AWS access permissions.

Configure and run the SMUS Catalog crawler to extract assets, metadata, and lineage from SMUS and catalog and enrich them in Atlan.

Learn about crawl confluent kafka.

Crawl metadata from Databricks to catalog tables, schemas, views, and volumes. Extract lineage and column information after configuring access permissions and authentication.

Configure and run the crawler to extract metadata from your dbt Cloud or dbt Core projects.

Extract metadata from Domo to catalog dashboards, datasets, cards, and pages. Discover and govern your BI assets after configuring permissions.

Configure and run the crawler to extract metadata from Google Cloud Knowledge Catalog.

Once you have configured the [Looker user permissions](/apps/connectors/business-intelligence/looker/how-tos/set-up-looker), you can establish a connection between Atlan and Looker.

Crawl metadata from Matillion to catalog jobs, tasks, pipelines, and transformations. Extract lineage information after configuring user permissions and connectivity.

Once you have [configured the Metabase user permissions](/apps/connectors/business-intelligence/metabase/how-tos/set-up-metabase), you can establish a connection between Atlan and Metabase.

Once you have [configured the Mode user permissions](/apps/connectors/business-intelligence/mode/how-tos/set-up-mode), you can establish a connection between Atlan and Mode.

Once you have [configured the MongoDB permissions](/apps/connectors/database/mongodb/onprem/how-tos/set-up-mongodb-onprem), you can establish a connection between Atlan and MongoDB.

Configure MongoDB Atlas connection and run the crawler to extract metadata from MongoDB into Atlan.

Once you have [configured the Monte Carlo permissions](/apps/connectors/observability/monte-carlo/how-tos/set-up-monte-carlo), you can establish a connection between Atlan and Monte Carlo.

Extract metadata from Qlik Sense Cloud to catalog applications, sheets, and visualizations. Discover and govern your BI assets after configuring permissions.

Once you have [configured the Redash permissions](/apps/connectors/business-intelligence/redash/how-tos/set-up-redash), you can establish a connection between Atlan and Redash.

Extract metadata from Salesforce to catalog objects, fields, and relationships. Discover and govern your CRM data assets after configuring user permissions.

Extract and catalog metadata from your SAP BW/4HANA system in Atlan.

Extract and catalog metadata from your SAP ECC system including tables, fields, and modules in Atlan.

Extract metadata from SAP HANA to catalog databases, schemas, tables, views, and columns. Discover and govern your enterprise data assets after configuring user permissions.

Extract and catalog metadata from your SAP S/4HANA system including tables, fields, CDS views, Fiori apps, and modules in Atlan.

Once you have [configured the Sigma permissions](/apps/connectors/business-intelligence/sigma/how-tos/set-up-sigma), you can establish a connection between Atlan and Sigma.

Extract metadata from Sisense to catalog dashboards, widgets, and datasets. Discover and govern your BI assets after configuring permissions.

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

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

Extract metadata from ThoughtSpot to catalog pinboards, answers, and liveboards. Discover and govern your BI assets after configuring permissions.

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.

Create knowledge folders to organize unstructured documents and enable context agents to extract terms, relationships, and insights from your documentation.

Enable Context Engineering Studio on your Atlan tenant in Atlan Labs, assign access to your team through the CES persona, and optionally enable Data Exploration for richer semantic models seeded from query history and BI semantics.

Enable and configure data quality for your BigQuery connection in Atlan.

Enable and configure data quality for your Databricks connection in Atlan.

Enable and configure data quality for your Snowflake connection in Atlan.

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.

Atlan extracts job-level operational metadata from applications sending OpenLineage events and generates job lineage through OpenLineage.

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

Atlan imports your [dbt tags](https://docs.getdbt.com/references/resource-configs/tags) and lets you update your dbt assets with the imported tags.

Once you have [crawled assets from ClickHouse](/apps/connectors/database/clickhouse/how-tos/crawl-clickhouse), you can mine its query history to construct lineage.

Once you have [crawled assets from Google BigQuery](/apps/connectors/data-warehouses/google-bigquery/how-tos/crawl-google-bigquery), you can mine its query history to construct lineage.

Once you have [crawled assets from PostgreSQL](/apps/connectors/database/postgresql/how-tos/crawl-postgresql), you can mine its query history to construct lineage.

Once you have [crawled assets from Snowflake](/apps/connectors/data-warehouses/snowflake/how-tos/crawl-snowflake), you can mine its query history to construct lineage.

Once you have [crawled assets from Teradata](/apps/connectors/database/teradata/how-tos/crawl-teradata), you can mine its query history to construct lineage.

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

Grant permissions and configure authentication for Atlan to connect to and crawl metadata from Amazon Redshift.

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

Configure authentication and permissions on Apache Kafka so Atlan can access your cluster metadata.

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

Configure AWS authentication and IAM credentials to enable Atlan to integrate with AWS DataZone and SageMaker Catalog Unified Studio.

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

Configure BigQuery to enable data quality monitoring through Atlan.

Connect ChatGPT to the Atlan Remote MCP server with the official Atlan app. Sign in with OAuth to search assets, trace lineage, and update metadata from chat.

Install the Atlan Claude Code Plugin from the marketplace to connect Claude Code to Atlan with zero configuration. OAuth-based — no API keys or JSON editing required.

Connect Claude Code (CLI) to the Atlan Remote MCP server using OAuth or API key. Access Atlan metadata from your terminal while coding, scripting, or debugging.

Connect the Claude web interface to the Atlan Remote MCP server using OAuth. Search for assets, explore lineage, update metadata, and create glossary terms from the browser.

Connect Claude Desktop to the Atlan Remote MCP server using OAuth or API key. Access Atlan metadata locally through the mcp-remote npm bridge — no browser needed.

Generate a Coalesce API token and connect Coalesce to Atlan so Atlan can fetch nodes, lineage, and per-node run status.

Create API keys on Confluent so Atlan can access your Schema Registry.

Configure authentication and connection settings for CrateDB connector

Configure a single service principal to crawl metadata from all workspaces within a Databricks metastore using system tables

Connect Cursor to the Atlan Remote MCP server using the Atlan Cursor plugin or manual configuration. Search assets, explore lineage, and update metadata from inside the editor.

Configure Databricks to enable data quality monitoring through Atlan.

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

Connect Claude Code, Cursor, ChatGPT, or any MCP-compatible tool to Atlan docs over MCP for on-demand documentation access.

Configure Dremio connection and authentication for Atlan integration.

Connect Gemini CLI to the Atlan Remote MCP server using OAuth or API key. Search assets, trace lineage, and update metadata directly from the command line.

Configure the API credentials and datasource in Glean and Atlan required to sync glossary terms.

Connect Glean to the Atlan Remote MCP server as an MCP host. Expose Atlan metadata tools in Glean Assistant and Glean Agents using OAuth or API key.

Connect agents built with Google Agent Development Kit (ADK) to the Atlan Remote MCP server. OAuth-based via the mcp-remote bridge.

Configure Generic REST Catalog and BigLake Metastore authentication for Iceberg integration in Atlan.

Configure authentication and user permissions for Informatica Cloud Data Integration connector

Create helper lineage tables in your warehouse for advanced lineage queries that include direction (upstream/downstream), hop level, and asset names. These tables work with Lakehouse's native LINEAGE_ADJACENCY_LIST table.

Configure user authentication and permissions in Matillion to enable Atlan to crawl metadata from your Matillion instance.

Connect Microsoft Copilot Studio to the Atlan Remote MCP server using OAuth or API key. Bring Atlan metadata context into your Copilot flows.

Configure Microsoft Fabric authentication and permissions to connect with Atlan.

Configure Azure API Management (APIM) as a gateway for Microsoft Fabric API traffic to connect with Atlan using managed identity authentication

Configure authentication and permissions in SSRS to enable Atlan to crawl metadata from your Report Server.

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

Connect n8n to the Atlan Remote MCP server using API key authentication. Use Atlan metadata inside automated n8n workflows.

Configure token-based authentication to connect NetSuite to Atlan.

Connect OpenAI Codex (desktop app and CLI) to the Atlan Remote MCP server via the Atlan Codex Plugin. OAuth runs automatically on MCP server registration—no API key required.

Configure Oracle user and permissions to enable Atlan to extract metadata from your Oracle database.

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

Configure AWS credentials and permissions to connect Atlan to your SageMaker environment.

Set up user accounts and permissions required for SAP BW/4HANA metadata extraction in Atlan.

Set up user accounts and permissions required for SAP ECC metadata extraction in Atlan.

Set up user accounts and permissions required for SAP S/4HANA metadata extraction in Atlan.

Configure Snowflake to enable data quality monitoring through Atlan.

Connect Snowflake Cortex Code to the Atlan Remote MCP server using OAuth or an API key. Search assets, explore lineage, and access governed metadata from your terminal.

Configure Azure Blob Storage and upload SQL Server Integration Services (SSIS) project files for the SSIS Connector workflow

Configure GitHub or Stash access tokens for the Talend connector

Connect Visual Studio Code to the Atlan Remote MCP server using the Atlan extension or manual configuration. Works with GitHub Copilot and any MCP-aware assistant.

Connect Windsurf to the Atlan Remote MCP server using API key authentication. Bring Atlan metadata into AI-driven development flows.

Can I change the username of a provisioned user in Atlan?