> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getcollate.io/llms.txt
> Use this file to discover all available pages before exploring further.

# How-to Guides

> Step-by-step guides for discovery, lineage, governance, quality, and more in Collate 2.0.

# How-to Guides

The How-to Guides will give you a walk through on accomplishing the basic to the most advanced things in Collate. These step-by-step guides will help get an overview of the features and also help explore the various functionalities.

## Agentic Metadata Management

Use LLMs and GenAI agents for automation and intelligent data management within Collate

<Columns cols={2}>
  <Card icon="https://mintcdn.com/collatedocs/Q1OIJhF378waLn75/public/images/icons/mcp.svg?fit=max&auto=format&n=Q1OIJhF378waLn75&q=85&s=f3089b9cd88a1bf5c16e530a087e4f29" title="MCP Server" href="/ai-2-0/how-to-guides/mcp" horizontal width="40" height="40" data-path="public/images/icons/mcp.svg">
    Enable AI agent communication with metadata to add context and take intelligent and automated action
  </Card>
</Columns>

## Features in Collate

Collate is a complete package for data teams to break down team silos, share data assets from multiple sources securely, collaborate around reliable data, and build a documentation-first data culture in the organization.

<Columns cols={2}>
  <Card icon="https://mintcdn.com/collatedocs/upR0ShcKvEojE0Rd/public/images/ai-2.0/ai-icons/data-contracts.png?fit=max&auto=format&n=upR0ShcKvEojE0Rd&q=85&s=83bad3236570f9bdc9906f4cfeb77610" title="Data Contracts" href="/ai-2-0/how-to-guides/data-contracts" horizontal width="48" height="48" data-path="public/images/ai-2.0/ai-icons/data-contracts.png">
    Formalize agreements that keep data consumers and producers aligned.
  </Card>

  <Card icon="https://mintcdn.com/collatedocs/q9W0TCgsCU2-B-iR/public/images/homepage-icons/discovery.svg?fit=max&auto=format&n=q9W0TCgsCU2-B-iR&q=85&s=c6a03d9ec0b04bf8c5f0add075acaa40" title="Data Discovery" href="/ai-2-0/how-to-guides/data-discovery" horizontal width="88" height="88" data-path="public/images/homepage-icons/discovery.svg">
    Discover the right data assets to make timely business decisions.
  </Card>

  <Card icon="https://mintcdn.com/collatedocs/upR0ShcKvEojE0Rd/public/images/ai-2.0/ai-icons/data-collaboration.png?fit=max&auto=format&n=upR0ShcKvEojE0Rd&q=85&s=ee5864c07a792d228b0341fd7d374dcf" title="Data Collaboration" href="/ai-2-0/how-to-guides/data-collaboration" horizontal width="53" height="53" data-path="public/images/ai-2.0/ai-icons/data-collaboration.png">
    Foster data team collaboration to enhance data understanding.
  </Card>

  <Card icon="https://mintcdn.com/collatedocs/q9W0TCgsCU2-B-iR/public/images/homepage-icons/observability.svg?fit=max&auto=format&n=q9W0TCgsCU2-B-iR&q=85&s=a7a4691c2bb9e8d2a76870f8f0982f3a" title="Data Quality & Observability" href="/ai-2-0/how-to-guides/data-quality-observability" horizontal width="88" height="88" data-path="public/images/homepage-icons/observability.svg">
    Trust your data with quality tests & monitor the health of your data systems.
  </Card>

  <Card icon="https://mintcdn.com/collatedocs/FeqjA3b-bWQ6FbVP/public/images/icons/lineage.png?fit=max&auto=format&n=FeqjA3b-bWQ6FbVP&q=85&s=bb148c25083c469994c3cf9a564db263" title="Data Lineage" href="/ai-2-0/how-to-guides/data-lineage" horizontal width="48" height="48" data-path="public/images/icons/lineage.png">
    Trace the path of data across tables, pipelines, and dashboards.
  </Card>

  <Card icon="https://mintcdn.com/collatedocs/q9W0TCgsCU2-B-iR/public/images/homepage-icons/governance.svg?fit=max&auto=format&n=q9W0TCgsCU2-B-iR&q=85&s=54e2577b7e269f4b2c1a9bb43dfe9d35" title="Data Governance" href="/ai-2-0/how-to-guides/data-governance" horizontal width="88" height="88" data-path="public/images/homepage-icons/governance.svg">
    Enhance your data platform governance using Collate.
  </Card>

  <Card icon="https://mintcdn.com/collatedocs/FeqjA3b-bWQ6FbVP/public/images/icons/data-marketplace.png?fit=max&auto=format&n=FeqjA3b-bWQ6FbVP&q=85&s=8defa467fb00f850e52234cedff4f7af" title="Data Marketplace" href="/ai-2-0/how-to-guides/data-marketplace" horizontal width="48" height="48" data-path="public/images/icons/data-marketplace.png">
    Manage domains and data products with clear ownership, scope, and lineage.
  </Card>

  <Card icon="https://mintcdn.com/collatedocs/FeqjA3b-bWQ6FbVP/public/images/icons/SQL.png?fit=max&auto=format&n=FeqjA3b-bWQ6FbVP&q=85&s=d71f7f7c869e7be240aa559af251cccf" title="SQL Studio" href="/ai-2-0/how-to-guides/sql-studio" horizontal width="49" height="49" data-path="public/images/icons/SQL.png">
    Execute SELECT queries directly against your database services from a unified interface with secure authentication.
  </Card>
</Columns>

## Quick Start Guides

<Columns cols={2}>
  <Card icon="https://mintcdn.com/collatedocs/upR0ShcKvEojE0Rd/public/images/ai-2.0/ai-icons/guide-for-data-user.png?fit=max&auto=format&n=upR0ShcKvEojE0Rd&q=85&s=70920c26a47b62d51c1daca40713899b" title="Guide for Data Users" href="/ai-2-0/how-to-guides/guide-for-data-users" horizontal width="48" height="48" data-path="public/images/ai-2.0/ai-icons/guide-for-data-user.png">
    Get to know the basics of Collate and about the data assets that you can explore in the all-in-one platform.
  </Card>

  <Card icon="https://mintcdn.com/collatedocs/upR0ShcKvEojE0Rd/public/images/ai-2.0/ai-icons/customer-support.png?fit=max&auto=format&n=upR0ShcKvEojE0Rd&q=85&s=1af889464ffcb481fa87a7d5be156012" title="Customer Support" href="/ai-2-0/how-to-guides/collate-customer-support" horizontal width="48" height="48" data-path="public/images/ai-2.0/ai-icons/customer-support.png">
    Raise support tickets, manage users, and get help from the Collate team.
  </Card>

  <Card icon="https://mintcdn.com/collatedocs/upR0ShcKvEojE0Rd/public/images/ai-2.0/ai-icons/sso-auth.png?fit=max&auto=format&n=upR0ShcKvEojE0Rd&q=85&s=491e364d9e40fef4f7dcdebc8cf244e1" title="SSO" href="/ai-2-0/how-to-guides/sso" horizontal width="48" height="48" data-path="public/images/ai-2.0/ai-icons/sso-auth.png">
    Configure Single Sign-On in Collate for secure, centralized authentication.
  </Card>
</Columns>

<div className="getting-started-container">
  ## How Collate Helps Data Teams?

  Collate is a complete package for data teams to break down team silos, share data assets from multiple sources securely, collaborate around data, and build a documentation-first data culture in the organization.

  * Centralized, **Single Source of Truth** for all your metadata.
  * **[Discover](/ai-2-0/how-to-guides/data-discovery)** the right assets in time and reduce dependencies.
  * Foster **[Team Collaboration](/ai-2-0/how-to-guides/data-collaboration)** with conversations, tasks, announcements, and alerts in real time.
  * Build trust in your data with **[Data Quality Tests](/ai-2-0/how-to-guides/data-quality-observability)** to ensure completeness and accuracy.
  * Track your data evolution with end-to-end **[Data Lineage](/ai-2-0/how-to-guides/data-lineage)**.
  * Secure access to sensitive data by defining **[Roles and Policies](/ai-2-0/admin-guide/roles-policies)**.
  * Define your **[Glossary](/ai-2-0/how-to-guides/data-governance/glossary)** to build a common understanding of terms within your organization.
  * Implement **[Data Governance](/ai-2-0/how-to-guides/data-governance)** to maintain data integrity, security, and compliance.
</div>