Alation
  • Alation Help Center

Welcome to Alation

  • About Alation
    • Alation Portal
    • Alation Portal: Support Regions
  • Alation Cloud and On-Premise
  • User Profile and Preferences
    • Manage Account Settings
    • Edit Your Preferences and Profile
  • Catalog Basics
    • Access, Roles, and Permissions
    • Roles Overview
    • Viewer Role
    • Customizable Homepage
    • Top Navigation Bar
    • Search
    • Marketplaces
    • Soft Delete & Hard Delete
  • Catalog Pages
    • Classic User Experience
    • New User Experience
  • 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
    • Communicating with Alation
    • 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

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 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
  • Lineage V2
    • Enabling Lineage V2
  • Lineage V3
    • Enabling Lineage V3
    • Troubleshooting Lineage V3 Migration
    • Lineage V3 Feature Flag in alation_conf
  • 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 from a CSV or TSV File
    • Importing a Data Dictionary from an ER or Studio File
    • 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
    • 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 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: Overview
      • Amazon S3 OCF Connector: Install and Configure
      • Terraform Configuration
      • Server-Side Encryptions
      • Scale Amazon S3 OCF Connector
    • 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: Overview
      • Azure Databricks OCF Connector: Install and Configure
      • Azure Databricks OCF Connector: Query Log Ingestion
    • 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: 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 Unity Catalog OCF Connector
      • Databricks Unity Catalog OCF Connector: Overview
      • Databricks Unity Catalog OCF Connector: Install and Configure
    • Add-On OCF Connector for dbt
      • Add-On OCF Connector for dbt: Overview
      • Add-On OCF Connector for dbt: Install and Configure
    • Denodo OCF Connector
      • Denodo OCF Connector: Overview
      • Denodo OCF Connector: Install and configure
    • Amazon EMR Presto OCF Connector
      • Amazon EMR Presto Connector: Overview
      • Amazon EMR OCF Connector: Install and Configure
    • Google BigQuery OCF Connector
      • OCF Connector for Google BigQuery: Overview
      • OCF Connector for Google BigQuery: Install and Configure
    • Greenplum OCF Connector
      • Greenplum OCF Connector: Overview
      • Greenplum OCF Connector: Install and Configure
      • Extraction Queries for Greenplum
    • Hive OCF Connector
      • 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
      • 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: Overview
      • OCF Connector for Impala on CDP: Install and Configure
    • Informatica PowerCenter OCF Connector
      • Informatica PowerCenter Connector: Overview
      • Informatica PowerCenter Connector: Install and Configure
    • MicroStrategy OCF Connector
      • MicroStrategy OCF Connector: Overview
      • MicroStrategy OCF Connector: Install and Configure
      • MicroStrategy OCF Connector: Migrate from Native MicroStrategy to OCF
    • 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 Connector: Overview
      • Oracle Connector: Install and Configure
      • Oracle Connector: 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: Overview
      • Amazon Redshift OCF Connector: Install and Configure
      • Extraction Queries for Amazon Redshift
    • 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: 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
    • SingleStore OCF Connector
      • SingleStore OCF Connector: Overview
      • SingleStore OCF Connector: Install and Configure
      • Extraction Queries for SingleStore
    • Snowflake OCF Connector
      • Snowflake OCF Connector: Overview
      • Snowflake OCF Connector: Install and Configure
      • Snowflake OCF Connector: Extraction Queries - Version 2.0.0 and Newer
      • Snowflake OCF Connector: Extraction Queries - Versions Before 2.0.0
    • Snowflake OCF Connector (New)
      • Snowflake Connector Release Notes
      • Snowflake OCF Connector: Overview
      • Prerequisites
      • Install Snowflake OCF Connector
      • Configure Connection to Data Source
      • Configure Metadata Extraction
      • Configure Query Log Ingestion
      • Configure Compose
      • Configure Sampling and Profiling
      • Enable Lineage
      • Troubleshooting
    • SQL Server OCF Connector
      • SQL Server 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 Enterprise (Trino) OCF Connector
      • Starburst Enterprise (Trino) OCF Connector: Overview
      • Starburst Enterprise (Trino) OCF Connector: Install and Configure
    • Tableau OCF Connector
      • Tableau OCF Connector: Overview
      • Tableau OCF Connector: Install and Configure
      • Configure Lineage for OCF Tableau BI Source
    • Teradata OCF Connector
      • Teradata OCF Connector: Overview
      • Teradata OCF Connector: Install and Configure
      • Extraction Queries for Teradata
    • Vertica OCF Connector
      • Vertica OCF Connector: Overview
      • Vertica OCF Connector: Install and Configure
      • Extraction Queries for Vertica

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 Data Warehouse
    • Cassandra
    • Databricks on AWS
    • DB2 LUW
    • Greenplum
    • Impala
    • MongoDB
    • MemSQL
    • MySQL
    • Netezza
    • Oracle
    • PostgreSQL
    • Presto on Hive
    • Amazon Redshift
    • Salesforce
    • SAP Hana
    • SAS
    • Snowflake
    • Snowflake OAuth For Compose
    • 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
      • Working with Query Forms in the Catalog
      • Cancel Query Form Execution
      • Query Forms and Parameters
      • Configure Multi-Select Filters For Query Forms
    • 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
  • 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
    • Titling Your Data
  • Snowflake Tags

Alation for Server Administrators

  • Customizable Homepage
    • Role-Based Homepages - 2022.3 and Later
    • 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
    • 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
    • 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
  • Runbook for Administrators
    • Your Runbook
    • Alation Architecture
    • Alation Actions
    • Monitoring Alation
  • Alation APIs
    • Authenticate API Calls with OAuth 2.0
  • How-tos
    • 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
    • How to Uninstall Alation
  • Troubleshooting
    • Logs Overview
    • Stopping and Starting Alation
    • 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 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
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