Alation
  • Community
  • Alation University
  • API Documentation

Welcome to Alation

  • About Alation
    • Alation Portal
    • Alation Portal: Support Regions
  • Alation Cloud and On-Premise
  • Quick Start Guides
  • User Profile and Preferences
    • Manage Account Settings
    • Edit Your Preferences and Profile
  • Catalog Basics
    • Generate Tokens for the Alation API
    • Access, Roles, and Permissions
    • Roles Overview V R7 (5.12.x) and Newer
    • Viewer Role
    • Hats in Alation
    • Customizable Homepage
    • Alation User Survey
    • Top Navigation Bar
    • Full-Page Search
    • How to Search
    • Using Advanced Search
    • Searching and Filtering
    • Statistical Search Results
    • Marketplaces
    • Catalog Pages
    • Soft Delete & Hard Delete
  • 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 Tribal Knowledge
    • Curate Catalog Pages to Clarify Your Data
    • Use Trust Flags and Proceed with Confidence
    • Design Homepages to Make a Good First Impression
    • Alation/Tableau Best Practices
  • Alation Glossary

Alation Cloud Service

  • Cloud Service Overview
    • Alation Cloud Service Offerings
    • 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
    • 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 DNS Address Configuration
    • Delete and Reconnect the Agent in Alation
    • Uninstall and Reinstall the Agent Software
    • Start and Stop the Agent
    • Troubleshoot the Agent

Alation Integration

  • Alation Anywhere
    • Alation Anywhere for Slack
    • Alation Anywhere for Tableau
  • Alation Connected Sheets

Installation & Configuration

  • Install Alation
    • Preparing for Installation
    • System Requirements
    • Network Requirements
    • Installation Readiness
    • Installation Process
    • User Authentication with LDAP
    • Configure Authentication with SAML from Alation Shell
    • Configure Authentication with SAML from Admin Settings
    • Enable SCIM Integration for User and Group Management
    • Managing Token Authentication for SCIM Sync
    • Set Up SCIM Integration in Okta
    • Set Up SAML and SCIM Integration in PingFederate
    • Set Up SAML and SCIM Integration in Azure AD
    • Testing SCIM Configuration
    • View SCIM Configuration in alation_conf
    • Troubleshooting SCIM Configuration
    • Configure Authentication with OpenID Connect
    • 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)
  • Runbook for Administrators
    • Alation Runbook for Administrators
  • Update Alation
    • Update Alation to 2023.1 (Limited Availability)
    • 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
  • Backup and Restore How-tos
    • Backup and Restore for Version 4.6.1.6653 and Above
    • Backup V2
    • Backup and Restore Process - Release 2021.4 or Newer
    • Restore OCF Components After Restoring an Alation Backup
    • How to Make Sure That the Installed OCF Connectors are Backed Up
    • Setting up a Custom Backup Schedule
    • Copying Backup Files to a Remote Location
    • How to Check The Current Backup Tool
    • Restoring Alation Analytics
    • Backup and Restore Using pgBackRest
  • 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
    • Whitelist Connections for 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
  • Alation Sandbox
    • Overview of the Alation Sandbox Program
    • Install Alation Sandbox
    • Configure Access to Backups on AWS S3
    • Configure Sandbox
    • Run the Sandbox Executable
    • Resume Sandbox Run
    • Update Sandbox Configuration Parameters
    • Sandbox FAQ
    • Scarlet Installation and Configuration

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 Collapsed Nodes in Lineage V2 Diagrams
  • API Resources
  • Working with Catalog Data
    • Extract Synonyms
    • Catalog Table Page Overview
    • Downloading a Data Dictionary
    • Importing a Data Dictionary from a CSV or TSV File
    • Importing a Data Dictionary from an ER or Studio File
    • Asynchronous Data Dictionary Download
    • 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) 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
    • Migration from Native to OCF Connectors
    • Configure Metadata Extraction for OCF Data Sources
    • Configure Sampling and Profiling for OCF Data Sources
    • Configure Compose for OCF Data Sources
    • Schema Path Pattern
    • AWS Athena OCF Connector
      • OCF Connector for AWS Athena: Overview
      • OCF Connector for AWS Athena: Install and Configure
      • OCF Connector for AWS Athena: Query Log Ingestion
      • OCF Connector for AWS Athena: SSO with Compose
    • AWS Glue OCF Connector
      • AWS Glue OCF Connector: Overview
      • AWS Glue OCF Connector: Install and Configure
    • AWS S3 OCF Connector
      • AWS S3 Connector: Overview
      • AWS S3 OCF Connector: Install and Configure
      • Terraform Configuration
    • Azure Blob Storage OCF Connector
      • Azure Blob Storage OCF Connector: Overview
      • Azure Blob Storage OCF Connector: Install and Configure
    • Azure Databricks OCF Connector
      • Azure Databricks OCF Connector: Overview
      • Azure Databricks OCF Connector: Install and Configure
    • 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: 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
    • DBT Add-On OCF Connector
      • DBT Add-On OCF Connector: Overview
      • DBT Add-On 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
    • IBM Db2 Database OCF Connector
      • Db2 OCF Connector: Overview
      • Db2 OCF Connector: Install and Configure
      • Extraction Queries for IBM Db2 Database
    • Informatica PowerCenter OCF Connector
      • Informatica PowerCenter Connector: Overview
      • Informatica PowerCenter Connector: 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
    • Oracle OCF Connector
      • Oracle Connector: Overview
      • Oracle Connector: Install and Configure
    • PostgreSQL OCF Connector
      • PostgreSQL Connector: Overview
      • PostgreSQL Connector: Install and Configure
      • Extraction Queries for PostgreSQL
    • PowerBI OCF Connector
      • Power BI Connector: Overview
      • Power BI Connector: Install and Configure
    • PowerBI Scanner OCF Connector
      • Power BI Scanner Connector: Overview
      • Power BI Scanner Connector: Install and Configure
    • QlikSense OCF Connector
      • Qlik Sense Enterprise Connector: Overview
      • Qlik Sense Enterprise Connector: Install and Configure
    • Redshift OCF Connector
      • Redshift OCF Connector: Overview
      • Redshift OCF Connector: Install and Configure
    • 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 Connector: Overview
      • SAP BW Connector: Install and Configure
    • SAP ECC OCF Connector
      • 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
    • Snowflake OCF Connector
      • Snowflake Connector: Overview
      • Snowflake OCF Connector: Install and Configure
    • SQL Server OCF Connector
      • SQL Server Connector: Overview
      • SQL Server Connector: Install and Configure
      • Extraction Queries for SQL Server
      • SQL Server Connector: Query Log Ingestion
      • Query Log Ingestion for Azure SQL Managed Instance
    • SSRS OCF Connector
      • SSRS OCF Connector: Overview
      • SSRS OCF Connector: Install and Configure
    • Tableau OCF Connector
      • Tableau OCF Connector: Overview
      • Tableau OCF Connector: Install and configure
      • Tableau OCF Connector: Migration from Tableau Native Connector to OCF
    • 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 AWS
    • DB2 LUW
    • Greenplum
    • Impala
    • MongoDB
    • MemSQL
    • MySQL
    • Netezza
    • Oracle
    • PostgreSQL
    • Presto on Hive
    • 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 AWS Data Sources
    • Compose SSO for AWS Data Sources: Create an Authentication Application
    • Compose SSO with AWS Sources: Configure AWS IAM Plug-in
    • SSO Authentication for AWS Athena Data Source
    • SSO Authentication for AWS DynamoDB Data Source
    • SSO Authentication for AWS Redshift Data Source
    • Troubleshoot SSO Authentication with AWS 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
    • AWS Athena
    • Update the Simba JDBC Driver for Athena to Support SSO
    • AWS DynamoDB
    • Azure Cosmos DB
    • Azure Data Warehouse (Azure SQL DW)
    • Confluent Kafka
    • Databricks for Custom DB
    • Databricks Azure
    • Databricks Azure 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 (AWS 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 Big Query
    • 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 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
    • Tableau Source Feature Flags
    • Prerequisites for Adding a Tableau Source to Alation
    • Add Tableau Sources on Legacy Framework
    • Add Tableau Sources on GBM V2
    • Migrate Catalog Data to a New Tableau Source on Generic Model
    • 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
    • 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
  • Articles, Glossaries, Tags
    • Working with Articles
    • Autosave for Articles
    • Enrolling Articles into Agile Approval
    • Granting Access to Articles (V R4 and later)
    • How to Create or Edit an Article
    • Bulk Create or Edit Articles
    • Taxonomy
    • Building a Taxonomy
    • Viewing Table and Query Previews in Articles
    • Inserting an Excel Table into an Article
    • Searching PDFs Attached to Articles?
    • How to Use Tags
  • 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 Toolbar
    • Results Toolbar
    • Opening Queries in Compose
    • Writing Queries Faster and Embedding Code Snippets
    • Starting a New Query
    • Find 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 and Parameters
    • Configure Multi-Select Filters For Query Forms
    • Clear a Query Form
    • Cancel Query Form Execution
    • Working with Query Forms in the Catalog
    • SmartSuggest and EagerSuggest
    • Reusing Filters and Joins
    • Run Options
    • Viewing Query Revision History
    • Query Groups
    • Excel Live Reports
  • Work with Query Results
    • Configure Query Result Row Limit
    • Configuring Query Result Size
    • Export Query Results To an XLSX File
    • Copy the Query SQL Code From the Results Pane
    • Query Results Cache
    • Export Results
    • View Query Results History
    • Building a Pivot Table
    • Share Query Results
    • Embedding Results in an Article
    • Scheduled Query Result Notification
    • Exporting Results to Plot.ly
    • Exporting Results to Tableau
  • Alation Analytics
    • 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 for Data Stewards

  • Governance App
    • Data Governance Page
  • Glossary
    • Glossary Permissions
    • Migrate Articles to Glossary Terms
    • Bulk Create or Edit Glossary Terms
  • 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
    • Metadata Change Log
  • Business Glossaries
    • Working with Glossaries
    • Running Lexicon to Suggest Terms
    • Working with Suggested Terms
    • Frequently Asked Questions about Suggested Terms
    • Create a Glossary and Add a Custom Field
    • Creating a New Glossary
    • Viewing Articles in the Business Glossary View
  • 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
    • Editing Object Template Layout
    • Build Term Type Templates
    • Build Custom Templates for Articles
    • Using Custom Article Templates
    • Creating Articles and Article Template Custom Fields
    • Object Equivalences Tab
  • 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 - Versions up to 2020.4.x
    • Work with the Lexicon - 2020.4 and Later
    • Improve the Lexicon
    • Run the Lexicon Job Manually
    • Frequently Asked Questions about Lexicon
    • Configure Lexicon Manually and Upload Lexicon
    • Titling Your Data
    • Naming Data with Lexicon
  • Snowflake Tags

Alation for Server Administrators

  • Customizable Homepage
    • Role-Based Homepages - 2022.3 and Later
    • Customize Homepage - 2020.3 to 2022.2
    • Configure the Homepage - V R4 to V R7
    • Customize Homepage JSON - V R4 to V R7
    • Troubleshoot Homepage Customizations V R4 to V R7
  • Administrator Settings
    • Managing Users V R7 (5.12.x) and Later
    • Managing Users - before V R7 (5.12.x)
    • Users Tab
    • 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
    • License
    • Encryption Key Rotation
    • Feature Configuration
    • Labs
    • Compose Settings Tab
    • Disable Public Sharing of Query Results in Compose
    • Allow or Disable Query Export
    • Software Updates Tab
    • Reporting Usage
    • Logging Tab: Sending Encrypted Logs
    • Misc Tab
    • Add Your Company’s Branding
    • Add Alert Banners to the Homepage
    • Monitor Component Health
    • Enabling Health Checks
    • Viewing Alation Health Status
    • Monitor Tasks
  • Additional Configuration
    • Using alation_conf
    • 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
    • Disable Data Exports and Downloads
    • Disable the Username Migration
    • Disable or Enable User Credentials Storage
    • Enable Integration with Swagger (OAS 3.0 API Specifications)
    • Configure the API Tokens Management Feature
    • Configure Service Cloud Access for Designated Admins
    • Configure Access to the Internal Help Desk
    • Enable the Viewer Role
    • Enable Permission for Data Source Admin to Add Sources
    • Enable Debug Mode for Capturing the Detailed Level Logs (Custom DB)
    • Enable Hat Switching
    • Enabling Agile Approval
    • Enable the Lexicon Search
    • Enable or Disable Marketplaces
    • Enable or Disable Search Autocomplete
    • Set Search Ranking for the Endorsement and Deprecation Flags
    • Set Password for Internal PostgreSQL Instances
    • 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
    • Bulk Scheduled Query Disabling
    • 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
  • 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 Exclude Postgres Backup from Alation Backup
    • 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 Restart Celery-Beat to Trigger the First ETL for Analytics
    • How to Convert Usernames
    • How to Connect to the Customer Portal
    • How to Set Stored User Credentials for Data Sources to Expire
    • How to Migrate Logical Data to GBM
    • 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
    • Duplicate User Found
    • 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
    • Troubleshooting Advanced Search
    • Error 500 After Updating
    • Default Server Health Alerts
    • Configuring 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
    • Alation Analytics V1 Shows Deleted Tables and Columns as Existing

Release Information

  • Release Notes
    • Release Notes 2023.1 (Limited 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)
    • Release Notes V R7 (General Availability)
    • Release Notes V R6 (General Availability)
    • Release Notes V R5 (General Availability)
    • Release Notes V R4 (General Availability)
    • Release Notes V R4 5.8.1 (Limited Availability)
    • Release Notes V R3 (General Availability)
    • Release Notes V R2 (General Availability)
    • Release Notes V R1 (General Availability)
    • What’s New in Alation V
    • Release Notes 4.20.x
    • Release Notes 4.18.x
    • Release Notes 4.16.0
    • Release Notes 4.15.0
    • Release Notes 4.14.x
    • Release Notes 4.13.0
    • Release Notes 4.12.0
    • Release Notes 4.11.X
    • Release Notes 4.10.X
    • Release Notes 4.8.X
    • Release Notes 4.7.X
    • Release Notes 4.6.0
    • Release Notes 4.5.0
    • Release Notes 4.4.0
    • Release Notes 4.3.0
    • Release Notes 4.2.0
    • Release Notes 4.1.0
    • Release Notes 4.0.0
  • Support Matrices
    • 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
Request docs changes Download PDF
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

Best Practices

Alation Glossary

Alation Cloud Service

Alation Cloud Service Overview

Configuration for the Cloud

Alation Agent

Alation Integration

Alation Anywhere

Alation Connected Sheets

Installation & Configuration

Install Alation

High Availability

Update Alation

Backup and Restore How-tos

Lineage V2

Lineage V3

Alation Analytics V2

Alation Container Service

Alation Sandbox

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 AWS 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

Articles, Glossaries, Tags

Conversations

Share and Access Queries

Write Queries

Develop Queries

Work with Query Results

Alation Analytics

Alation for Data Stewards

Workflow Center

Policy Center

Analytics Stewardship

Business Glossaries

Customize Your Data Catalog

Data Documentation

Auto-titling and Lexicon

Alation for Server Administrators

Customizable Home Page

Administrator Settings

Additional Configuration

Runbook for Administrators

Alation APIs

How-tos

Troubleshooting

Release Notes | Support Matrices | Important Notices and Security Alerts

Close

Alation Documentation PDF

This PDF contains all our documentation and is more than 120 MB in size. We recommend using an ethernet or Wi-Fi connection for downloading.


Download PDF Cancel