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* Alation Help Center
*
Welcome to Alation
* About Alation
* Alation Support Portal
* Alation Portal: Support Regions
* Alation Cloud and On-Premise
* User Profile and Preferences
* Manage Account Settings
* Edit Your Preferences and Profile
* Catalog Basics
* Alation Versions
* Roles Overview
* Access, Roles, and Permissions
* Viewer Role
* Homepage
* Navigation
* Search
* Marketplaces
* Soft Delete & Hard Delete
* Catalog Pages
* Classic User Experience
* New User Experience
* Document Hubs
* Conversations
* Finding Conversations
* Using Your Inbox
* Posting a New Conversation
* Interacting with Conversations
* Domains
* What Are Domains?
* Managing Domains
* Domains Search
* Best Practices
* Write Articles to Retain Institutional Knowledge
* Curate Catalog Pages to Clarify Your Data
* Use Trust Flags and Proceed with Confidence
* Alation/Tableau Best Practices
* Alation Glossary
Alation Cloud Service
* Status Page
* Cloud Service Overview
* Geographic Availability
* Cloud Networking
* Non-Production Environments in the Cloud
* Cloud Service Security
* Alation Cloud Roles and Responsibilities
* Migrating from On-Prem to Cloud
* Configuration for Cloud
* Alation’s IP Addresses for Allow Lists
* Whitelist the Alation Cloud Service IP
* AWS PrivateLink with Alation Cloud Service
* Reconfigure Azure AD and Okta for Alation’s Cloud Native Architecture
* Cloud Service Configuration Limitations
* Alation Agent
* Agent Release Notes
* Install the Alation Agent
* Connect the Agent to Data Sources
* Manage Connectors
* Work with the Agent’s Certificates
* Upgrade the Agent
* Update the Agent’s Address Configuration
* Delete and Reconnect the Agent in Alation
* Uninstall and Reinstall the Agent Software
* Start and Stop the Agent
* Troubleshoot the Agent
* Alation Agent Version History
Alation Integration
* Alation Anywhere
* Alation Anywhere for Slack
* Alation Anywhere for Tableau
* Alation Anywhere for Microsoft Teams
* Alation Connected Sheets
* Get Started with Connected Sheets
* Use Connected Sheets
* Set Up Snowflake OAuth with Connected Sheets
Installation & Configuration
* Install Alation
* Preparing for Installation
* System Requirements
* Network Requirements
* Installation Readiness
* Installation Process
* User Authentication Setup
* User Authentication with LDAP
* Configure Authentication with SAML from Alation Shell
* Configure Authentication with SAML from Admin Settings
* Configure Authentication with OpenID Connect
* Enable SCIM Integration for User and Group Management
* Manage Token Authentication for SCIM Sync
* Test SCIM Configuration
* View SCIM Configuration in alation_conf
* Troubleshoot SCIM Configuration
* Set Up SCIM Integration in Okta
* Set Up SAML and SCIM Integration in PingFederate
* Set Up SAML and SCIM Integration in Azure AD
* Email Server Configuration
* HTTPS
* Installing on High Availability (HA) Pair
* Sizing Guidelines Detail
* How to Configure Alation to Use HTTP Proxy for All Web-bound Traffic
* How to Change the Base URL
* How to Update a License File
* High Availability
* Overview of High Availability
* HA Requirements
* Set Up High Availability
* Revert the High Availability Pair to Standalone Mode
* Failover to Secondary
* Migrate from Legacy to Supported High Availability
* Set up Replication on HA Pair (4.7 and Below)
* Update Alation
* Update Alation to 2024.1
* Update Alation to 2023.3
* Update Alation to 2023.1
* Update Alation to 2022.4
* Re-Encrypt Existing Data
* Update Alation to 2022.3
* De-duplicate Mixed Case Usernames
* Update Source Field for Dataflow Objects
* Update Alation to 2022.2
* Update Alation to 2022.1
* Resetting ETL Checkpoint for User Data
* Update Alation to 2021.4
* Update Alation from 2021.4.x to 2021.4.4 or Later Patches
* Validating the Value of Parameter elasticsearch.env.es_java_opts
* Update Alation to 2021.3
* Update Alation to 2021.2
* Update Alation to 2021.1
* Update Alation to 2020.4
* Pre-Update Reindexing Script for 2020.4
* Update Alation to 2020.3
* Updating Alation to V R7 (5.12.x)
* Elasticsearch Upgrade to 7.4 FAQ and Troubleshooting
* Update Alation to V R6 (5.10.x)
* Upgrade Internal PostgreSQL Instances from 9.3 to 9.6
* Update Alation to V R5 (5.9.x)
* Update Safety Best Practices
* Release-specific Update Pre-checks
* Manual Software Update for Standalone Systems
* Update HA Pair Configuration (4.7 and above)
* Update HA Pair with Cluster Splitting
* Update Alation Connector Manager
* Back Up and Restore
* Backup V1 and Backup V2
* Check Current Backup Tool
* Enable or Disable Backup V2
* Backup V1 in Versions 2021.4 or Newer
* Backup V2 Process
* Backup V1 Process
* Configure Backups
* Configure Incremental Backups
* Set Up a Custom Backup Schedule
* Copy Backup Files to a Remote Location
* Define the Number of Backups to Retain
* Old Backup Cleanup
* Backup Configuration Parameters
* Create Backups Manually
* Find Backups
* Monitor Backups
* Manage Postgres Backups Separately
* Restore from a Backup
* Restore Alation
* Restore Alation With a Separate Postgres Backup
* Restore OCF Components
* Restore Alation Analytics V2
* Restoring Alation Analytics V1
* Enable Lineage Frameworks
* Enable Lineage V2
* Enable Lineage V3
* Alation Analytics V2
* Transition from Alation Analytics V1 to Alation Analytics V2
* Enable and Install Alation Analytics V2
* User Access to Alation Analytics V2
* Connect Third-Party BI Tools to Alation Analytics V2
* Alation Analytics V2 Server Architecture
* Update Alation Analytics V2
* Alation Analytics V2 ETL
* Maintain Alation Analytics V2
* Clear the Data from the Alation Analytics V2 Database
* Alation Analytics V2 Backup and Restore
* Remove Alation Analytics V2 Data Source From the Catalog
* Uninstall Alation Analytics V2
* Remove Alation Analytics V1 Data Source From the Catalog
* Alation Analytics V2 Database Model
* Embed External Visualizations
* Alation Analytics V2 Dashboard
* Alation Analytics Top Contributors Report
* Alation Container Service
* Install Docker Using Alation Container Service
Sources
* Catalog Sources
* Types of Catalog Sources
* Sources Page
* Access Tab
* Metadata Extraction
* Query Log Ingestion
* Deleting a Data Source
* Virtual Data Sources
* Virtual Data Source for NoSQL Databases
* Adding a NoSQL Virtual Data Source
* Avro Data Types Support
* Viewing the Avro Schema Catalog Page
* Viewing NoSQL Schemas in Virtual Data Sources
* Schema Versioning for NoSQL Virtual Data Sources
* Loading Metadata into a NoSQL Virtual Data Source
* Populating a Virtual Data Source From a CSV File
* Lineage
* Dataflow Objects
* Reading the Lineage Diagram
* Lineage Impact Analysis
* Manual Lineage Curation
* Creating Lineage Data Manually
* Modifying the Number of Nodes Displayed in Lineage Diagrams
* API Resources
* Working with Catalog Data
* Extract Synonyms
* Download a Data Dictionary
* Importing a Data Dictionary in Alation 2023.3.2 and Later
* Importing a Data Dictionary in Alation 2023.3.1 and Earlier
* Uploading Data
* Viewing Field History
* Struct Data Type in Hive Data Sources
* Deprecation Propagation Feature
* Add Endorsements, Warnings, and Deprecation Messages to Data
* How Top User Expertise Is Calculated
* Upvoting and Downvoting Top Users
* Data Popularity
* View Data Health
* Table Lineage
* Columns and Samples
* Open Connector Framework
* Open Connector Framework (OCF) Release Notes
* Open Connector Framework (OCF) Overview
* Install Alation Connector Manager
* Auto-Install Docker as Alation Connector Manager Dependency
* Install Docker for Alation Versions 2020.3.x - 2021.1.x
* Install OCF BI Connectors
* Manage Connectors
* Maintaining OCF Connectors
* OCF Connector Catalog User Experience
* Troubleshooting
* Migrate Native Sources to Open Connector Framework
* Migrate Native RDBMS Data Sources to OCF Connectors
* Migrate Custom DB Data Sources to OCF Connectors
* Migrate Native File System Sources to OCF Connectors
* Migrate Native BI Sources to OCF Connectors
* Configure Secrets for OCF Connector Settings
* Integration with AWS Secrets Manager for Data Source Authentication Using
OCF Connector
* Integration with Azure Key Vault for Data Source Authentication Using OCF
Connector
* Configure Authentication via AWS STS and an IAM Role
* Configure Access to OCF Data Sources
* Configure Access to OCF BI Sources
* Configure Metadata Extraction for OCF Data Sources
* Configure Sampling and Profiling for OCF Data Sources
* Configure Compose for OCF Data Sources
* Schema Path Pattern
* BI Connection Info
* Recreate Databricks Logging Script Under Workspace
* Amazon Athena OCF Connector
* OCF Connector for Amazon Athena: Overview
* OCF Connector for Amazon Athena: Install and Configure
* OCF Connector for Amazon Athena: Query Log Ingestion
* OCF Connector for Amazon Athena: SSO with Compose
* AWS Glue OCF Connector
* AWS Glue OCF Connector: Overview
* AWS Glue OCF Connector: Install and Configure
* Amazon S3 OCF Connector
* Amazon S3 Connector Release Notes
* Overview
* Prerequisites
* Set Up OCF Connector for Amazon S3
* Configure Connection to File System Source
* Configure Metadata Extraction
* Version 3.9.0 or Newer
* Versions Prior to 3.9.0
* Set Up Incremental MDE
* Use File Sampling
* Configure Server-Side Encryption
* Scale Amazon S3 OCF Connector
* Use Terraform to Set Up Inventory and Incremental MDE
* Migrate a Native S3 Source to OCF
* Troubleshoot the OCF S3 Connector Configuration
* Azure Blob Storage OCF Connector
* Azure Blob Storage OCF Connector: Overview
* Azure Blob Storage OCF Connector: Install and Configure
* Azure Blob Storage OCF Connector: Azure Service Principal Authentication
* Azure Databricks OCF Connector
* Azure Databricks OCF Connector Release Notes
* Azure Databricks OCF Connector: Overview
* Azure Databricks OCF Connector: Install and Configure
* Azure Databricks OCF Connector: Query Log Ingestion
* Azure Databricks OAuth for User Connections
* Azure SQL DB OCF Connector
* Azure SQL DB OCF Connector: Overview
* Azure SQL DB OCF Connector: Install and Configure
* Extraction Queries for Azure SQL DB
* Azure Synapse Analytics OCF Connector
* Azure Synapse Analytics OCF Connector Release Notes
* Azure Synapse Analytics OCF Connector: Overview
* Azure Synapse OCF Connector: Install and Configure
* Extraction Queries for Azure Synapse Analytics
* Databricks on AWS OCF Connector
* Databricks on AWS OCF Connector Release Notes
* Databricks on AWS OCF Connector: Overview
* Databricks on AWS OCF Connector: Install and Configure
* Databricks on Google Cloud OCF Connector
* Overview
* Prerequisites
* Set Up Databricks on Google Cloud OCF Connector
* Configure Connection to Data Source
* Configure Metadata Extraction
* Configure Sampling and Profiling
* Troubleshooting
* Databricks Unity Catalog OCF Connector
* Databricks Unity Catalog OCF Connector Release Notes
* Connector Overview
* Setup Prerequisites
* Set Up the Databricks Unity Catalog Connector
* Manage Access to the Data Source
* Configure the Data Source Connection
* Configure Metadata Extraction
* Lineage Extraction (Beta)
* Configure Sampling and Profiling
* Query Log Ingestion (Beta)
* Configure Compose
* Troubleshooting
* Azure Databricks OAuth for User Connections
* Add-On OCF Connector for dbt
* Add-On OCF Connector for dbt Release Notes
* Add-On OCF Connector for dbt: Overview
* Add-On OCF Connector for dbt: Install and Configure
* Denodo OCF Connector
* Denodo OCF Connector Release Notes
* Denodo OCF Connector: Overview
* Denodo OCF Connector: Install and configure
* Amazon DynamoDB OCF Connector (Public Preview)
* Amazon DynamoDB OCF Connector (Public Preview): Overview
* Amazon DynamoDB OCF Connector (Public Preview): Install and Configure
* Elasticsearch OCF Connector (Public Preview)
* Elasticsearch OCF Connector (Public Preview): Overview
* Prerequisites
* Set Up Elasticsearch OCF Connector
* Configure Connection to Data Source
* Appendix - Authentication Schemes
* Amazon EMR Presto OCF Connector
* Amazon EMR Presto Connector: Overview
* Amazon EMR OCF Connector: Install and Configure
* Add-on OCF Connector for Fivetran
* Add-On OCF Connector for Fivetran: Overview
* Add-On OCF Connector for Fivetran: Install and Configure
* Case Study: Combining Lineage from Fivetran and dbt
* Google BigQuery OCF Connector
* OCF Connector for Google BigQuery Release Notes
* Overview
* Prerequisites
* Set Up OCF Connector for Google BigQuery
* Configure Connection to Data Source
* Configure Metadata Extraction
* Version 1.3.0 or Newer
* Versions Before 1.3.0
* Configure Compose
* Configure Sampling and Profiling
* Configure Query Log Ingestion
* Version 1.3.0 or Newer
* Versions Before 1.3.0
* Greenplum OCF Connector
* Greenplum OCF Connector Release Notes
* Greenplum OCF Connector: Overview
* Greenplum OCF Connector: Install and Configure
* Extraction Queries for Greenplum
* Hive OCF Connector
* Hive OCF Connector Release Notes
* Hive OCF Connector: Overview
* Hive OCF Connector: Install and Configure
* HDFS OCF Connector
* HDFS OCF Connector: Overview
* HDFS OCF Connector: Install and Configure
* IBM Db2 Database OCF Connector
* Db2 OCF Connector: Overview
* Db2 OCF Connector: Install and Configure
* Extraction Queries for IBM Db2 Database
* Impala on CDH OCF Connector
* OCF Connector for Impala on CDH Release Notes
* Impala on CDH OCF Connector: Overview
* Impala on CDH OCF Connector: Install and Configure
* Impala on CDP OCF Connector
* OCF Connector for Impala on CDP Release Notes
* OCF Connector for Impala on CDP: Overview
* OCF Connector for Impala on CDP: Install and Configure
* OCF Connector for Impala on CDP: Supported Combinations of Authentication
Types
* Informatica PowerCenter OCF Connector
* Informatica PowerCenter Connector: Overview
* Informatica PowerCenter Connector: Install and Configure
* Kafka OCF Connector (Public Preview)
* Kafka OCF Connector: Overview (Public Preview)
* Prerequisites
* Set Up Kafka OCF Connector
* Configure Connection to Data Source
* Appendix - Authentication Schemes
* MicroStrategy OCF Connector
* MicroStrategy OCF Connector Release Notes
* MicroStrategy OCF Connector: Overview
* MicroStrategy OCF Connector: Install and Configure
* MicroStrategy OCF Connector: Migrate from Native MicroStrategy to OCF
* MongoDB OCF Connector (Public Preview)
* MongoDB OCF Connector (Public Preview): Overview
* MongoDB OCF Connector (Public Preview): Install and Configure
* MySQL OCF Connector
* MySQL Connector: Overview
* MySQL Connector: Install and Configure
* Looker OCF Connector
* Looker Connector: Overview
* Looker Connector: Install and Configure
* Upgrade Looker OCF Connector to Version 1.4.1
* Oracle OCF Connector
* Oracle OCF Connector Release Notes
* Overview
* Prerequisites
* Set Up OCF Connector for Oracle
* Configure Connection to Data Source
* Configure Metadata Extraction
* Version 1.5.0 or Newer
* Versions Before 1.5.0
* Configure Sampling and Profiling
* Configure Query Log Ingestion
* Version 1.5.0 or Newer
* Versions Before 1.5.0
* Troubleshooting
* Oracle OCF Connector Extraction Queries
* Configure QLI for Oracle on AWS RDS
* PostgreSQL OCF Connector
* PostgreSQL OCF Connector Release Notes
* PostgreSQL Connector: Overview
* PostgreSQL Connector: Install and Configure
* PostgreSQL On Amazon EC2 and Enterprise: Query Log Ingestion
* PostgreSQL Connector RDS: Query Log Ingestion
* Extraction Queries for PostgreSQL
* Azure Power BI OCF Connector (Legacy)
* Azure Power BI OCF Connector (Legacy): Overview
* Azure Power BI OCF Connector (Legacy): Install and Configure
* Azure Power BI Scanner OCF Connector
* Azure Power BI Scanner OCF Connector Release Notes
* Azure Power BI Scanner OCF Connector: Overview
* Azure Power BI Scanner OCF Connector: Install and Configure
* Azure Power BI Scanner OCF Connector: Dataflows
* QlikSense OCF Connector
* Qlik Sense Enterprise Connector: Overview
* Qlik Sense Enterprise Connector: Install and Configure
* Amazon Redshift OCF Connector
* Amazon Redshift OCF Connector Release Notes
* Amazon Redshift OCF Connector: Overview
* Prerequisites
* Set Up OCF Connector for Amazon Redshift
* Configure Connection to Data Source
* Configure Metadata Extraction
* Version 1.7.0 or Newer
* Versions Before 1.7.0
* Configure Compose
* Configure Sampling and Profiling
* Configure Query Log Ingestion
* Version 1.7.0 or Newer
* Versions Before 1.7.0
* Extraction Queries for Amazon Redshift
* Troubleshooting
* Salesforce OCF Connector
* Overview
* Prerequisites
* Set Up Salesforce OCF Connector
* Configure the Data Source Connection
* Configure Metadata Extraction
* Configure Compose
* Configure Sampling and Profiling
* Migrate Salesforce Data Sources to OCF Connectors
* Troubleshooting
* SAP ASE (Sybase ASE) OCF Connector
* SAP ASE OCF Connector: Overview
* SAP ASE OCF Connector: Install and configure
* Extraction Queries for SAP ASE
* SAP BusinessObjects OCF Connector
* SAP BusinessObjects Connector Release Notes
* SAP BusinessObjects Connector: Overview
* SAP BusinessObjects Connector: Install and Configure
* SAP BW OCF Connector
* SAP BW OCF Connector Release Notes
* SAP BW Connector: Overview
* SAP BW Connector: Install and Configure
* SAP ECC OCF Connector
* SAP ECC OCF Connector Release Notes
* SAP ECC OCF Connector: Overview
* SAP ECC OCF Connector: Install and Configure
* SAP HANA OCF Connector
* SAP HANA OCF Connector: Overview
* SAP HANA OCF Connector: Install and Configure
* Extraction Queries for SAP HANA
* SAP IQ OCF Connector
* SAP IQ OCF Connector: Overview
* SAP IQ OCF Connector: Install and Configure
* Extraction Queries for SAP IQ
* SAS Base OCF Connector
* Connector Overview
* Setup Prerequisites
* Set Up the SAS Base OCF Connector
* Configure the SAS Base OCF Connector
* Extraction Queries for SAS Base
* SingleStore OCF Connector
* SingleStore OCF Connector Release Notes
* SingleStore OCF Connector: Overview
* SingleStore OCF Connector: Install and Configure
* Extraction Queries for SingleStore
* Snowflake OCF Connector
* Snowflake Connector Release Notes
* Overview
* Prerequisites
* Set Up Snowflake OCF Connector
* Configure Connection to Data Source
* Configure Metadata Extraction
* Version 2.2.9 or Newer
* For Old User Interface
* Configure Query Log Ingestion
* Version 2.2.9 or Newer
* For Old User Interface
* Configure Compose
* Configure Sampling and Profiling
* Enable Lineage
* Troubleshooting
* Snowflake OCF Connector Extraction Queries
* Snowflake OAuth For User Connections
* Configure OAuth Via Snowflake Built-In OAuth Service
* Configure Authentication Via Snowflake External OAuth
* Configuration in Okta
* Configuration in PingFederate
* Configuration in Azure Active Directory
* Role Switching with Snowflake OAuth
* Connect with OAuth from Compose
* Authorization Error Messages
* SQL Server OCF Connector
* SQL Server OCF Connector Release Notes
* SQL Server Connector: Overview
* SQL Server Connector: Install and Configure
* Extraction Queries for SQL Server
* SQL Server Connector: Query Log Ingestion
* SQL Server RDS: Query Log Ingestion
* Query Log Ingestion for Azure SQL Managed Instance
* SSRS OCF Connector
* SSRS OCF Connector: Overview
* SSRS OCF Connector: Install and Configure
* Starburst Trino OCF Connector
* Starburst Enterprise (Trino) OCF Connector Release Notes
* Starburst Trino OCF Connector: Overview
* Starburst Trino OCF Connector: Install and Configure
* Tableau OCF Connector
* Tableau OCF Connector Release Notes
* Tableau OCF Connector: Overview
* Tableau OCF Connector: Install and Configure
* Configure Lineage for OCF Tableau BI Source
* Migrate from Tableau Native Connector to OCF
* Teradata OCF Connector
* Teradata OCF Connector Release Notes
* Teradata OCF Connector: Overview
* Teradata OCF Connector: Install and Configure
* Extraction Queries for Teradata
* TIBCO Data Virtualization OCF Connector (Public Preview)
* Overview
* Prerequisites
* Set Up TIBCO Data Virtualization OCF Connector
* Configure the Data Source Connection
* Configure Metadata Extraction
* Configure Compose
* Configure Sampling and Profiling
* Troubleshooting
* TIBCO Spotfire OCF Connector
* Overview
* Prerequisites
* Set Up TIBCO Spotfire OCF Connector
* Configure TIBCO Spotfire OCF BI Source
* Vertica OCF Connector
* Vertica OCF Connector: Overview
* Vertica OCF Connector: Install and Configure
* Extraction Queries for Vertica
* Delete an OCF Connector Source
* Delete a Data Source
* Delete a File System Source
* Delete a BI Server Source
Data Sources
* Data Source Configuration
* Prerequisites
* Add Data Sources
* Configuring a Data Source
* Table Privacy Settings
* Installing Certificates for Secure Data Source Connections
* Configuring Kerberos for Data Source Authentication
* Feature Flags For Data Sources
* Adding Data Sources
* AWS Glue without Hive
* Azure Synapse Analytics
* Cassandra
* Databricks on AWS
* DB2 LUW
* Greenplum
* Impala
* MongoDB
* MemSQL
* MySQL
* Netezza
* Oracle
* PostgreSQL
* Presto on Hive
* Amazon Redshift
* Salesforce
* SAP Hana
* SAS
* Snowflake
* SQL Server
* Sybase IQ
* Sybase Adaptive Server Enterprise (ASE)
* Teradata
* Vertica
* Kerberos Configuration (General)
* Configure Alation DB
* Appendix
* Compose SSO for Amazon Data Sources
* Compose SSO for Amazon Data Sources: Create Authentication Application
* Compose SSO with Amazon Sources: Configure AWS IAM Plug-in
* SSO Authentication for Amazon Athena Data Source
* SSO Authentication for Amazon DynamoDB Data Source
* SSO Authentication for Amazon Redshift Data Source
* Troubleshoot SSO Authentication with Amazon Data Sources
* Compose SSO for Azure Data Sources
* Compose SSO for Azure Data Sources: Register an Application in Azure AD
* Compose SSO for Azure Data Sources: Configure Compose SSO in Alation
* OAuth Plugin CRUD Operations
* Authentication for Extraction
* Configure Extraction with AWS IAM Authentication
* Troubleshoot the Configuration of MDE with IAM Authentication
* Integration with Azure Key Vault for Data Source Authentication
* Custom DB
* Add Custom Drivers
* CData Drivers
* Driver Fixer
* Add Custom DB to Alation
* Metadata Extraction From Custom DB
* Guidelines for Creating Queries for MDE
* Sampling and Profiling
* QLI From Custom DB
* File-Based Query Log Ingestion
* View-Based QLI
* SQL Query QLI
* Amazon Athena
* Update Simba JDBC Driver for Amazon Athena to Support SSO
* Amazon DynamoDB
* Azure Cosmos DB
* Azure Data Warehouse (Azure SQL DW)
* Confluent Kafka
* Databricks for Custom DB
* Databricks Azure
* Azure Databricks: Configure SSO through OAuth for Compose
* Denodo
* Elasticsearch
* EMR SparkSQL
* EMR Presto on Hive with AWS Glue as Metastore
* GCP Databricks
* GitHub
* MariaDB
* MarkLogic
* MongoDB
* MongoDB Atlas
* NetSuite
* Parquet (Amazon S3)
* Salesforce
* ServiceNow
* Splunk
* SQL Server Analysis Service (SSAS)
* Starburst Enterprise (Presto)
* Starburst Enterprise (Trino)
* Example Queries for Query-Based MDE
* Example JSONs for File-Based QLI
* Troubleshooting for CData Data Sources
* Google BigQuery
* Google BigQuery Prerequisites
* Google BigQuery Setup in Alation
* Google BigQuery FAQ
* Troubleshooting
* Additional Information
* Hive
* Hive Overview
* Add Hive Data Sources to Alation
* Configuration-Based Hive
* Default Hive
* Hive Data Source Settings
* Migrating Existing Hive Data Sources to Configuration-Based Hive
* Hive with AWS Glue Metastore
* Hive 2 on EMR with QLI over Amazon S3
* Hive Tez Query Log Ingestion Setup
* Spark Support for Hive
BI Sources
* Add BI Sources
* How To Set BI Tool Feature Flags
* Add a BI Server as a Source
* Extract BI Server Metadata
* MicroStrategy
* SQL Server Reporting Service (SSRS)
* Custom BI Tools
* Disable Automatic Lineage Generation FAQ
* Add Tableau Server
* Prerequisites for Adding a Tableau Source to Alation
* Add Tableau Sources on GBM V2
* Tableau Troubleshooting Tips
* Working with BI Sources
* Overview of Catalog Pages for Tableau Sources on the Generic BI Model
* Tableau Permission Mirroring
* Set Permissions for Tableau Objects Flags
* GBM V2 APIs Overview
* Types of BI Tools
* Report Catalog Page
* Finding Source Data Lineage
* Importing Report Metadata
File System Sources
* Add File Systems
* Add a File System
* Access to File Systems
* Azure Blob Storage
* Azure Data Lake Storage (ADLS)
* HDFS
* Amazon S3
* Virtual File Systems
* Set up and Populate Virtual File Systems
Alation for Analysts
* User Authentication for Data Sources
* Working with Data Source Connections
* Switching and Removing Data Source Accounts
* Transient User Credentials
* Authenticate to AWS Data Sources with SSO
* Share and Access Queries
* Share and Access Queries - 2023.1 and Later
* Understand Query Access
* Change Access to a Query
* Share a Query
* Change Visibility of Unpublished Queries
* Share and Access Queries - 2022.4 and Earlier
* Granting Access to Queries in Compose
* Sharing Queries in Compose
* Granting Access and Sharing Queries in the Catalog
* Adding Query Authors in the Catalog
* Requesting Access to Queries
* Viewing Queries by Other Users
* Write Queries
* Data Browser
* Compose Toolbars
* Writing Queries Faster and Embedding Code Snippets
* Start a New Query
* Find and Open Queries
* Publish a Query
* Differences between Publishing and Saving a Query
* Understanding Query Warnings
* Upload Old Queries
* Take Turns Editing a Query
* Delete (Discard) a Query
* Custom DB Column Profile Preview
* Keyboard Shortcuts
* Quick Compose Navigation Tips
* Develop Queries
* Schedule Queries
* Query Version History
* Comparing Versions in Query Version History
* Saving Queries and Types of Query Versions
* Undoing a Restore from Query Version History
* Cloning Queries
* Previewing Your Data as You Work
* Query Forms
* Use Query Forms
* Create a Query Form
* Apply Code Completion While Writing
* Reusing Filters and Joins
* Run Options
* Viewing Query Revision History
* Query Groups
* Work with Query Results
* Save Query Results
* Results of Scheduled Queries
* View Query Results History
* Building a Pivot Table
* Copy the Query SQL Code From the Results Pane
* Embedding Results in an Article
* Share Query Results
* Export and Download Query Results
* Download Query Results
* Export Query Results To a File
* Export Query Results to Plot.ly
* Export Query Results to Tableau
* Excel Live Reports
* Configure Query Results
* Configure Query Result Row Limit
* Configuring Query Result Size
* Manage Preservation of Query Results
* Manage Sharing of Query Results
Alation for Data Stewards
* Governance App
* Data Governance Page
* Policy Center
* Using Policy Center
* Working with Data Policies
* Working with Policies
* Curating Policies
* Policy Groups
* Policy Center Permissions
* Workflow Center
* Configuring Workflow Center
* Managing Workflows
* Suggesting Changes
* Governance Dashboard
* Using the Governance Dashboard
* Configuring the Governance Dashboard
* Stewardship Workbench
* Configuring Stewardship Workbench
* Using Stewardship Workbench
* Bulk Update Custom Fields
* Bulk Update Stewards
* Bulk Update People Sets
* Analytics Stewardship
* Stewardship Dashboard
* Curation Progress
* Working with the Catalog Activity Report
* Data Objects Without Stewards
* Using the Titles and Descriptions Chart
* Document Hubs
* Glossary
* Work with Glossaries
* Glossary Permissions
* Migrate Articles to Glossary Terms
* Bulk Create or Edit Glossary Terms
* Articles and Tags
* Work with Articles
* Autosave for Articles
* Enrolling Articles into Agile Approval
* Bulk Create or Edit Articles
* Inserting an Excel Table into an Article
* How to Use Tags
* Article Groups
* Create an Article Group
* Work with Article Groups
* Run Lexicon to Suggest Words
* Work with Suggested Words
* Frequently Asked Questions about Suggested Words
* Customize Your Data Catalog
* Understanding Catalog Templates
* Creating Custom Fields for Catalog Pages
* Applying Custom Fields to Templates
* Custom Field Permissions
* Creating Object Set Back References
* Edit Object Templates
* Editing Object Template Layout
* Build Term Type Templates
* Build Custom Templates for Articles
* Using Custom Article Templates
* Create Articles and Article Template Custom Fields
* Data Documentation
* Create and View Catalog Sets
* Conditional Catalog Sets
* Bulk-Editing Conditional Catalog Set Members
* Manual Catalog Sets
* Value Title Lookup
* Creating and Using Catalog Sets
* Frequently Asked Questions about Catalog Sets
* Auto-titling and Lexicon
* Robot Heads
* Run Lexicon - First Time
* Auto-Titling
* Work with the Lexicon - 2020.4 and Later
* Run the Lexicon Job Manually
* Frequently Asked Questions about Lexicon
* Configure Lexicon Manually and Upload Lexicon
* Title Your Data
* Snowflake Tags
Alation for Server Administrators
* Customizable Homepage
* Group-Based Homepages - 2023.3.4 and Later
* Role-Based Homepages - 2022.3 to 2023.3.3
* Customize Homepage - 2020.3 to 2022.2
* Administrator Settings
* Manage Users
* User Profiles Tab: Bulk User Account Creation
* Authentication Tab
* Authentication Configuration Methods for External Systems
* Manage Access to Alation Using LDAP Filters
* Manage Groups
* SCIM Groups
* Group Profile Page
* Configure LDAP Groups
* Use Custom Groups to Assign User Roles
* Email Server Tab
* Bulk Utility
* License
* Manage Encryption Keys
* Feature Configuration
* Enable Document Hubs, Glossaries, and Terms
* Compose Settings Tab
* Software Updates Tab
* Reporting Usage
* Logging Tab: Sending Encrypted Logs
* Misc Tab
* Add Your Company’s Branding
* Add Alert Banners to the Homepage
* Manage Scheduled Queries
* Monitor Component Health
* Monitor Tasks
* Additional Configuration
* Using alation_conf
* Obfuscate Literals in View SQL
* Enable Alation Analytics Top Contributors Report
* Editing /etc/hosts
* Enable Table Privacy
* Deferred Query Execution
* Managing Space: Monitor Postgres Table Size
* Managing Space: Purge Query Results
* Manage Access to Data Export and Download
* Disable the Username Migration
* Disable or Enable User Credentials Storage
* Configure the API Tokens Management Feature
* Configure Service Cloud Access for Designated Admins
* Configure Access to the Internal Help Desk
* Enable Permission for Data Source Admin to Add Sources
* Enable Pagination for Lineage
* Enable Debug Mode for Capturing the Detailed Level Logs (Custom DB)
* Enable or Disable Marketplaces
* Enable Connected Sheets Hub
* Enable Removability of Object-defined Fields
* Enable or Disable Search Autocomplete
* Enable Custom Field Search
* Disable the Not Set Filter Option
* Enable the Lexicon Search
* Set Search Ranking by Object Type
* Set Search Ranking for the Endorsement and Deprecation Flags
* Set Password for Internal PostgreSQL Instances
* Use ALLIE AI to Suggest Stewards
* Set stewardship.curation_progress.ingestion.batch_size Parameter
* Set bulk_insert_sql_str_length_limit Parameter
* Beta Azure Metadata Extraction
* Multi-Catalog Support for Data Sources Like Presto
* Enable Cassandra Data Source
* Use a Custom Attribute map for SAML Configuration
* Wrap Text Fields in Quotes for Export and Download
* Reset LDAP Bind Password Using CLI
* Enable or Disable Query Scheduling
* Update Allowed HTML Styles
* Updating Object Mentions
* Control Left-Hand Navigation Bar Behavior
* Disable Role Selection for SSO-Enabled Data Sources
* Extract the Complete View Definition for Google BigQuery
* Customize Search Filters
* Runbook for Administrators
* Your Runbook
* Alation Architecture
* Alation Actions
* Monitoring Alation
* Alation APIs
* Authenticate API Calls with OAuth 2.0
* How-tos
* How to Rebuild Search Index Without Downtime
* How to Find Data Source ID
* How to Set Up LDAP Group Sync with SAML Authentication
* How to Configure a List of Allowed File Types for Article Attachments
* How to Scan Postgres For Corrupted Indexes
* How to Clean up Postgres 9.3 Data
* How to Free Memory
* How to Mount Data Volumes on New Virtual Instances
* How to Enable X-Frame-Options Settings
* How to Convert Usernames
* How to Connect to the Customer Portal
* How to Set Stored User Credentials for Data Sources to Expire
* How to Change the Database Password
* AWS Instance Preparation
* How to Reinitialize Alation Without Re-Install
* Move the Alation Database to AWS RDS
* How to Uninstall Alation
* Troubleshooting
* Logs Overview
* Stopping and Starting Alation
* 2023.3.x Upgrade Fails Due to Postgres Not Starting
* Reset ETL Checkpoint for the RDBMS Tables
* Fix Job Schedules after 2022.3 Upgrade
* Duplicate User Found
* MDE from Snowflake Data Source Fails with “Error Message: ‘name’”
* Data Policies are Not Extracted into Policy Center
* Troubleshooting Alation Analytics V2 Upgrade to 2021.4
* Elasticsearch Is Not Starting After Update to 2021.4.4
* RPM Installation Error During Update
* Error 500 After Updating
* Default Server Health Alerts
* Configure Server Health Alerts for Administrators
* How to Reindex Tables after Backup Restore
* How to Uninstall Desktop Compose
* Scheduled Queries and Daylight Saving Time
* Mac Excel 16 Crashes when Refreshing Data from Excel Live Report
* Query Log Ingestion Failure Diagnosing
* Troubleshooting Network Issues
* Alation is Not Accessible to Users
* Data Disk is Full
* Root Disk is Full
* Alation Repair Tool
Release Information
* Release Notes
* Release Notes 2024.1 (General Availability)
* Release Notes 2023.3 (General Availability)
* Release Notes 2023.1 (General Availability)
* Release Notes 2022.4 (General Availability)
* Release Notes 2022.3 (General Availability)
* Release Notes 2022.2 (General Availability)
* Release Notes 2022.1 (General Availability)
* Release Notes 2021.4 (General Availability)
* Release Notes 2021.3 (General Availability)
* Release Notes 2021.2 (General Availability)
* Release Notes 2021.1 (General Availability)
* Release Notes 2020.4 (General Availability)
* Release Notes 2020.3 (General Availability)
* Support Matrices
* Version 2023.3
* 2023.3 OCF Connectors
* 2023.3 Native and Custom DB Connectors
* 2023.3 System Matrix
* Version 2023.1
* 2023.1 OCF Connectors
* 2023.1 Native and Custom DB Connectors
* 2023.1 System Matrix
* Version 2022.4
* Version 2022.3
* Version 2022.2
* Version 2022.1
* Version 2021.4
* Version 2021.3
* Version 2021.2
* Version 2021.1
* Version 2020.4
* Version 2020.3
* Version V R7 (5.12.x)
* Version V R6 (5.10.x)
* Version V R5 (5.9.x)
* Version V R4 (5.8.x)
* End Of Support
* Alation End of Support Matrix
* Snowflake Parser Add-On
* Snowflake Column-Level Lineage 2021.4
* Important Notices and Security Alerts
Archived Documentation
* About the Documentation Archive
* Administration and Update Archive
* Alation Sandbox
* Overview of the Alation Sandbox Program
* Install Alation Sandbox
* Configure Access to Backups on Amazon S3
* Configure Sandbox
* Run the Sandbox Executable
* Resume Sandbox Run
* Update Sandbox Configuration Parameters
* Sandbox FAQ
* Scarlet Installation and Configuration
* Cloud Sandbox
* Enabling Agile Approval
* Enable Hat Switching
* Enable Integration with Swagger (OAS 3.0 API Specifications)
* Enable the Viewer Role
* How to Exclude Postgres Backup from Alation Backup
* How to Migrate Logical Data to GBM
* How to Restart Celery-Beat to Trigger the First ETL for Analytics
* Labs
* Managing Users - before V R7 (5.12.x)
* Object Equivalences Tab
* Reset LDAP Bind Password Using CLI (version 4.5—5.4)
* Troubleshooting Advanced Search
* Users Tab
* Release Notes Archive
* Archived Version 4 Release Notes
* Release Notes 4.0.0
* Release Notes 4.1.0
* Release Notes 4.2.0
* Release Notes 4.3.0
* Release Notes 4.4.0
* Release Notes 4.5.0
* Release Notes 4.6.0
* Release Notes 4.7.X
* Release Notes 4.8.X
* Release Notes 4.10.X
* Release Notes 4.11.X
* Release Notes 4.12.0
* Release Notes 4.13.0
* Release Notes 4.14.x
* Release Notes 4.15.0
* Release Notes 4.16.0
* Release Notes 4.18.x
* Release Notes 4.20.x
* Archived Version V Release Notes
* Release Notes V R1 (General Availability)
* Release Notes V R2 (General Availability)
* Release Notes V R3 (General Availability)
* Release Notes V R4 (General Availability)
* Release Notes V R5 (General Availability)
* Release Notes V R6 (General Availability)
* Release Notes V R7 (General Availability)
* Release Notes V R4 5.8.1 (Limited Availability)
* What’s New in Alation V
* Usage and Customization Archive
* Alation Analytics V1
* Working with Alation Analytics
* Analytics Metadata Descriptions
* Analytics ETL on Demand
* Alation Analytics UUID
* Object Query Maker
* Alation Analytics QUERY INDEX
* Alation Analytics Sample Queries
* Articles Audit
* Queries Audit
* Compose Analytics
* Contribution Summary by Group
* Alation Analytics Object Queries
* Alation Analytics Article Fields
* Active and Inactive Users
* Compose Query Each Day
* Stewards, Titles, and Descriptions Tables
* Attribute Values
* Articles From the Last 30 Days
* Tables in Alation with Pivot
* Who Has Accessed Alation?
* Table Titles and Descriptions
* Object Visits
* Server and Catalog Administrators
* Shared Queries
* Objects by Number of Users Visiting
* Specific Object Fields
* Tableau Object Visits
* Article Visits
* All Stewards
* All Objects With and Without Stewards
* Data Source Names
* Flagging Activity
* All Tableau Objects
* Full Data Dictionary
* Top Users by Page Visits
* Curation progress (Titles and Descriptions Only)
* All Tableau Workbook Attributes
* Alation Analytics V1 Shows Deleted Tables and Columns as Existing
* Customizable Homepage
* Configure the Homepage - V R4 to V R7
* Customize Homepage JSON - V R4 to V R7
* Troubleshoot Homepage Customizations V R4 to V R7
* Design Homepages to Make a Good First Impression
* Hats in Alation
* Using Advanced Search
* How to Search
* Searching and Filtering
* Add Tableau Sources on Legacy Framework
* Migrate Catalog Data to a New Tableau Source on Generic Model
* Tableau Source Feature Flags
* Alation User Survey
* Creating a New Glossary
* Naming Data with Lexicon
* Improve the Lexicon
* Metadata Change Log
* Viewing Articles in the Business Glossary View
* Work with the Lexicon - Versions up to 2020.4.x
Alation User Guide
Docs > Alation User Documentation
--------------------------------------------------------------------------------
WELCOME TO ALATION
About Alation
Alation Cloud and On-Premise
Quick Start Guides
User Profile and Preferences
Catalog Basics
Document Hubs
Conversations
Domains
Best Practices
Alation Glossary
--------------------------------------------------------------------------------
ALATION CLOUD SERVICE
Status Page
Alation Cloud Service Overview
Configuration for the Cloud
Alation Agent
--------------------------------------------------------------------------------
ALATION INTEGRATION
Alation Anywhere
Alation Connected Sheets
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INSTALLATION & CONFIGURATION
Install Alation
High Availability
Update Alation
Backup and Restore How-tos
Enable Lineage Frameworks
Alation Analytics V2
Alation Container Service
--------------------------------------------------------------------------------
SOURCES
Catalog Sources
Virtual Data Sources
Lineage
API Resources
Working with Catalog Data
Open Connector Framework
--------------------------------------------------------------------------------
DATA SOURCES
Data Source Configuration
Adding Data Sources
Compose SSO for Amazon Data Sources
Compose SSO for Azure Data Sources
Authentication for Extraction
Custom DB
Google BigQuery
Hive
--------------------------------------------------------------------------------
BI SOURCES
Add BI Sources
Add Tableau Server
Working with BI Sources
--------------------------------------------------------------------------------
FILE SYSTEM SOURCES
Add File Systems
Virtual File System
--------------------------------------------------------------------------------
ALATION FOR ANALYSTS
User Authentication For Data Sources
Share and Access Queries
Write Queries
Develop Queries
Work with Query Results
Alation Analytics
--------------------------------------------------------------------------------
ALATION FOR DATA STEWARDS
Governance App
Policy Center
Workflow Center
Governance Dashboard
Stewardship Workbench
Analytics Stewardship
Document Hubs
Glossary
Articles and Tags
Article Groups
Customize Your Data Catalog
Data Documentation
Auto-titling and Lexicon
Snowflake Tags
--------------------------------------------------------------------------------
ALATION FOR SERVER ADMINISTRATORS
Customizable Home Page
Administrator Settings
Additional Configuration
Runbook for Administrators
Alation APIs
How-tos
Troubleshooting
--------------------------------------------------------------------------------
ARCHIVED DOCUMENTATION
About the Documentation Archive
Administration and Update Archive
Release Notes Archive
Usage and Customization Archive
--------------------------------------------------------------------------------
Release Notes | Support Matrices | Important Notices and Security Alerts
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