Set Up the Purview File Enhanced Connector

Alation Cloud Service Applies to Alation Cloud Service instances of Alation

Customer Managed Applies to customer-managed instances of Alation

Enhanced Connector Enhanced connectors add extended capabilities and require a separate entitlement in addition to your Alation platform license.

Install the Purview File Enhanced Connector and create a new Purview file system source in Alation.

Install the Connector

Alation On-Premise

Important

Installation of OCF connectors requires Alation Connector Manager to be installed as a prerequisite.

To install an OCF connector:

  1. If this has not been done on your instance, install the Alation Connector Manager: Install Alation Connector Manager.

  2. Ensure that the OCF connector Zip file is available on your local machine.

  3. Install the connector on the Connectors Dashboard page using the steps in Manage Connectors.

Alation Cloud Service

Note

On Alation Cloud Service instances, Alation Connector Manager is available by default.

Depending on your network configuration, you may need to use Alation Agent to connect to databases.

Connection via Alation Agent

  1. Ensure that Alation Agent is enabled on your Alation instance. If necessary, create a Support ticket with Alation for an Alation representative to enable the Alation Agent feature on your instance and to receive the Alation Agent installer.

  2. Install the Alation Agent.

  3. Install the connector on the Connectors Dashboard page using the steps in Manage Connectors.

Connection Without Agent

To install an OCF connector:

  1. Ensure that the OCF connector Zip file is available on your local machine.

  2. Install the connector on the Connectors Dashboard page using the steps in Manage Connectors.

Configure a New Data Source

In Alation, add a new file system source:

  1. Log in to Alation as a Server Admin.

  2. Expand the Apps menu on the right of the main toolbar and select Sources.

  3. On the Sources page, click +Add on the top right of the page and in the list that opens, click File System. This will open the Add a File System wizard.

  4. On the wizard, specify a name for your file system source, select the File System connector from the Connection dropdown, and click the Add File System. The connector configuration screen appears.