Getting Started
Welcome to Collate’s unified platform for data discovery, observability, and governance! Our platform centralizes all the context around your data to help you build high-quality data and AI assets. This guide gives you all the information you need to set up your Collate environment in 30 minutes.Premium Users
Step 1: SSO Setup
Enable SSO for secure and simplified user login.
Step 2: Setup Hybrid Runner
Configure the Hybrid Runner to securely connect your environment and enable metadata ingestion.
Step 3: Connect Assets
Link your data sources and assets so they can be discovered, monitored, and managed in one place.
Step 4: Invite New Users
Invite team members and assign roles to collaborate and manage data effectively.
Free-tier Users
Step 1: Connect Assets
Link your data sources and assets so they can be discovered, monitored, and managed in one place.
Step 2: Invite New Users
Invite team members and assign roles to collaborate and manage data effectively.
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.- Discovery: Integrated catalog, quality, and glossary; natural language search, filtering, and faceting, 100+ turnkey data connectors, and Collate AI Chatbot.
- Lineage: Table and column-level lineage, automated data estate mapping and APIs, lineage layers and search, governance and PII automation and manual customization.
- Observability: Alerting and notifications, incident management, third-party notifications, pipeline monitoring, root cause analysis, anomaly detection, data profiler.
- Quality: Table and column test cases, no-code and SQL data quality tests, test suites, test case reporting, quality dashboards, widgets, and data quality lineage maps.
- Collaboration: Knowledge center, announcements and tasks, Slack/Teams integration, team conversations, activity feed, and team dashboards.
- Governance: Business glossary, classification tags, automated PII classification and description generation, data stewardship dashboards, and metadata automations.
- Insights: Data assets, app analytics, coverage KPIs, ownership dashboards, data health reports, governance reports, cost optimizer, custom dashboards, and widgets.