Object Page

Each object in MetaKarta has a dynamically constructed object page. All the information about that object is available from the object page.

Identifying Information such as sample data and profiling information may be hidden.

In the top left, you will see the Physical name, Business name, object type and context or parent structure of where this element is in the Model it is contained in.

Sensitivity Label in Object Page

This feature allows you to define conditional labels based on a Metadata Query Language (MQL) based query such as "Highly Commented" based on objects with over 10 comments.

Each conditional label has a name, description, query and icon that can be searched from a bundled library of icons, customized (e.g. change color), uploaded (from external sources), or even designed in the UI (start from a shape, color, etc.).

They are presented on the object page when defined for a particular object.

This feature allows you define sensitivity labels as an ordered flat list such as: Unclassified > Confidential > Secret > Top Secret. Each sensitivity label has a description, a hide data property (only used when applied to a column/field), and a color (for example confidential can be orange and top secret red).

Sensitivity labels can be manually applied by authorized users (with the Data Classification Editing capability object role assignment) to any individual object.

there is no inheritance such that setting a schema secret does not make each of its tables and respective columns secret.

However, there are inferred sensitivity labels so that when you apply a sensitivity label to an imported object, e.g. a column, then all the imported objects "downstream" in the data flow lineage will be given at least that level of sensitivity.

Sensitivity labels can also be updated in bulk (e.g. multiple columns at the same time).

Sensitivity labels can be automatically set through automatic data classification detection. For example, a data class SSN can be associated to a sensitivity label called Confidential or GDPR. In such case, any table columns or file fields detected as SSN will also automatically be set with that Confidential or GDPR sensitivity label.

The approval process of data classes also applies to sensitivity labels. In addition, approving a data class detection on a given object also approves its associated sensitivity label.

A sensitivity label may also be assigned to all new imported objects (data elements) on import (harvesting) a model. In addition, on subsequent imports, new data elements will be given the defined sensitivity label, but existing ones will not be changed. This way, one may assign a sensitivity label and even hide the data automatically for every data element in a model on the first harvest and approve or change that assignment, while on subsequent harvests only newly imported data elements will be assigned the automatic sensitivity label.

Sensitivity labels are highly visible in the UI, and can be used in worksheets (queried through Metadata Query Language (MQL) in the UI or the REST API). Applications can be built to query these sensitivity labels in order to automatically generate / enforce data security on the data stores (e.g. databases or file systems with Rangers). Note that sensitivity labels do not directly set or bypass the role based security of the repository, or automatically hide data from the repository (these actions can be set separately).

Manually Set the Sensitivity Label

The sensitivity label feature allows you apply a sensitivity label to any imported object. Sensitivity applies to the data sampling and profiling information, not the metadata. Each sensitivity label has a description, a hide data property (only used when applied to a column/field), and a color (for example confidential can be orange and top secret red). For columns/fields it may allow you to ensure that data sampling and profiling are hidden if a sufficient level (as defined) of sensitivity is defined for the sensitivity label assigned.

Sensitivity labels can be manually applied by authorized users (with the Data Classification Editing capability object role assignment) to any individual object from an entire model, a report, a schema, table, all the way down to a column.

There is no inheritance such that setting a schema as Confidential (and thus hidden) does not make each of its tables and respective columns secret. Sensitivity labels can also be set in bulk (e.g. multiple columns at the same time).

There are however, inferred sensitivity labels so that when you apply a sensitivity label to an imported object, e.g. a column, then all the imported objects "downstream" in the data flow lineage will be given at least that level of sensitivity as "Sensitivity Label Lineage Proposed". This means you will see automatic sensitive label tagging by inference across the enterprise architecture. As with "Sensitivity Label Data Proposed", the "Sensitivity Label Lineage Proposed" can be rejected, therefore stopping the propagation of inferred sensitivity labels in that data flow direction. Note that the propagation of inferred sensitivity level is also not inferred by any data masking discovered within the ETL/DI/Scrip imports involved in that data flow.

Navigate to the LastName field in the Person.csv file.

If there is no current sensitivity label assigned, then an Add Sensitivity Label icon is displayed.

Select Confidential as the Sensitivity Label.

Click Person.csv in the breadcrumb area to the right of the name of the field:

This is the file containing the LastName field.

Then click the Data Sample tab.

Here you may assign the sensitivity label in a grid. You may do so in bulk in a worksheet with the Sensitivity Label columns.

Sign in as Dan (the Data Analyst) and go to the Currency Code field in the CountryRegionCurrency.csv file again.

Dan cannot see data profiling and sampling information for fields which are labeled as Confidential as this sensitivity label includes data hiding.

Review and Approve Sensitivity Label Assignments

Obviously, you may review the sensitivity label on a given object by going to the object page for the given object.

Navigate to the LastName field in the Person.csv file.

The sensitivity label icon is filled in , thus this sensitivity label (Confidential) has been manually assigned and/or approved.

Select as the Sensitivity Label and you have the option to Remove it or assign another label.

You may also review the sensitivity labels in bulk.

Create a worksheet for all Dataset > Data Attributes.

Add the following sensitivity label columns:

• Sensitivity Label

• Sensitivity Label Approved

• Sensitivity Label Lineage Proposed

• Sensitivity Label Data Proposed

• Sensitivity Label Rejected

Then filter by Sensitivity Label with the criteria Exists.

LastName is in the Approved column because it was assigned manually.

We saw earlier how to update that assignement.

CustomerName is in the Lineage Proposed column because it was inferred via lineage analysis.

Go to the object page for CustomerName by clicking on it.

The sensitivity label icon is NOT filled in , thus this sensitivity label (Confidential) has NOT been manually assigned and/or approved.

The UI also informs us that this particular assignment was made due to lineage analysis as the object downstream from this one was assigned manually.

We may simply approve this one here by simply clicking on the previous selection.

And now it is approved.

Going back to the worksheet.

We see that the Sensitivity Label of CustomerName is now in the Approved column also.

ID is in the Data Proposed column because it was determined directly from data classification.

If we are a reviewer and we know that ID is not sensitive in this case, we can simply Reject that assignment.

We can even do so right in the worksheet.

Sensitivity Labels Determined From Data Classification

Sensitivity labels can automatically be set as Sensitivity Label Data Proposed through the automatic data classification detection process (see data classification).

For example, a data class SSN can be associated to a sensitivity label Confidential or GDPR. In such case, any table columns or file fields detected as SSN will also automatically be set with that Confidential or GDPR sensitivity label. These may later be reviewed and approved.

The approval process of data classes also applies to sensitivity labels. In addition to approving a data class detection on a given object also approves its associated sensitivity label. See help.

Inferred Sensitivity Labels

When you assign a sensitivity label to an imported object, there are inferred sensitivity labels so that when you apply a sensitivity label to an imported object, e.g. a column, then all the imported objects "downstream" in the data flow lineage will be given at least that level of sensitivity as "Sensitivity Label Lineage Proposed". This means you will see automatic sensitive label tagging by inference across the enterprise architecture. As with "Sensitivity Label Data Proposed", the "Sensitivity Label Lineage Proposed" can be rejected, therefore stopping the propagation of inferred sensitivity labels in that data flow direction. Note that the propagation of inferred sensitivity level is also not inferred by any data masking discovered within the ETL/DI/Scrip imports involved in that data flow.

Navigate to the LastName field in the Person.csv file.

Go to the Lineage tab and expand to the column level.

Double click the first column in the data flow after LastName, which is Customer.CustomerName.

The column downstream has inferred the Confidential label.

Go to the very last field in a report in the data flow impact report, which is CustomerName in Block 1 of the Page Body of the Outstanding Customer Invoices worksheet.

It is also Confidential.

Social curation in Object Page

In the top right you may curate this object. You have the option to Certify, Endorse and/or providing a Warning for this object.

More details on social curation are available.

Watchers in Object Page

A Watchers icon is presented in the upper right.

MetaKarta provides watcher capabilities for model level objects allowing a user (or group of users) to effectively subscribe to objects and be notified of changes and there is an adjustable frequency of notification from near real-time to daily.

Click on the Watchers icon

Click EDIT WATCHERS.and select the user Administrator and group DG Managers

Select START WATCHING.

The current user (Administrator) is now a watcher as well as the users in the DG Manager group.

As long as:

• Watchers are enabled for notification

• You have the Watcher Editing capability object role assignment

• You have a valid e-mail address assigned and a valid NOTIFICATION FREQUENCY

You may assign yourself as a watcher and receive notifications emails.

Click on the Watchers icon

Select EDIT WATCHERS.

David is now a watcher also.

As long as:

• Watchers are enabled for notification

• You have the Watcher Management capability object role assignment

• The users you assign have a valid e-mail address assigned and a valid NOTIFICATION FREQUENCY

You may assign others (including yourself) as a watcher and receive notifications emails.

Now, edit the business description in the Accounting.MITI-Finance-AP.dbo.Invoice table

And you receive an email at the address defined for David and Adminstrator.

The link to the object page of the Accounting model also allow you to remove yourself as a watcher (unsubscribe).

Now, re-import the Accounting model and you also receive a message.

In earlier versions of the production, stewards were the ones notified of changes to model. This is no longer the case. Instead, watchers are notified of changes to models when enabled. The migration from stewards to watchers is performed automatically on upgrade from previous versions and thus all stewards become watchers.

Open In Tool in Object Page

Some objects may be opened on from the original tool. The typical use case is for Business Intelligence (BI) tools on where a report object can be opened in the original tool. This is the case of a Tableau Worksheet where users can Open In Tool at various locations such as:

• On any Tableau report Object Home Page (on the top left just after its name) as follows:

• On any Tableau report Object Home Page (in the More Actions menu) as follows:

• On any Object Home Page's Related Report tab as follows:

In all cases the Tableau Workbook is then opened in the Tableau Server (not that you still need to have credential on the Tableau server to see that report)

Steps

Be sure to specify to configure the Open In Tool tab when importing the model. Note that such option is available only on some import bridges like Tableau

Tabs

Several different tabs run across the top. Click on any of these tabs to see details about the object. The specific tabs will vary depending upon the type of object you are looking at.

The actual tabs that you see will also depend upon the existence of content for that tab. E.g., if an object does not participate in data flow lineage, the Lineage tab will not be presented for that object.

The numbers next to the tab headings, e.g., Columns - Attributes 7, indicate how many items are under that tab. These a prompts encouraging users to explore those particular tabs. However, some tabs, like the Related Reports tab, require expensive processing (a full lineage trace) to produce any kind of summary information, and thus do not show these prompts (numbers or other indicators). You must click on them to invoke the processing and then you will be presented the results.

For other tabs, like Data Flow or Semantic Flow, we see arrow indicators showing what lineage reports are available.

The presentation of elements in the object tabs, e.g. Tables in a schema, may be customized and published using the default worksheet capabilities.

Overview Tab

The Overview tab contains general information about the object, including:

• Business Name which may be edited in the upper left or in the Attributes and also may be determined by the Business Name in a related glossary term, semantically linked object or through data flow inference. Also see data cataloging.

• Business Description which may be edited in the upper left and also may be determined by the Business Description in a related glossary term, semantically linked object or through data flow inference. Also see data cataloging.

• Data Profiling information collected when harvesting the model, if specified and available

• Labels assigned to the object

• Conditional Labels assigned to the object

• Sensitivity Labels assigned to the object

• Data classes that the object is associated with

• Additional Properties defined for the object

• Term Classification term used to classify this object. Also see data cataloging.

All of the contents of the Overview tab may be customized and published using the default dashboard capabilities.

Steps

The object page for a given object may be accessed by search, metadata category browsing or browsing the architecture diagram. In addition, anywhere a hyperlink with the name of that element appears (e.g., in a diagram, lineage trace, or other list or display) that link will take you to the object page. Going to the object page is the default action for any hyperlinked object and is the default action for the Open icon and context (right-click) menu.

Examples

Database table in Overview Tab

Enter "PurchaseOrder" in the Search text box in the upper right.

As you see, the PurchaseOrder table in dbo schema in the Staging DW model is first in the list because it is certified.

Select the PurchaseOrder table in the FinanceDWStaging.sql catalog, in dbo schema in the Staging DW model.

There is a downward facing caret allowing you to expand or contract each section/widget in the object page Overview tab.

Tables in a database generally have a great deal of related information in tabs. For example, we have:

• Related Reports

• Columns contained within this table

• Data Sample

• Relationships including PK/FK, inferred and user-defined relationships with other tables. Especially important when joining this table with others, such as in a self-service BI tool.

The numbers next to the tab headings, e.g., Columns 7, indicate how many items are under that tab.

For other tabs, like Data Flow or Semantic Flow, we see arrow indicators showing what lineage reports are available.

Search for POLineItemView in the same model.

Click MORE on the value presented in the View Statement.

One may always either click MORE or right-click and select Show value to see details in the attributes listings which are longer than can be displayed on the object page itself.

File with Profiling Information in Overview Tab

Go to Employee.csv.

The File Size property is in bytes.

The Conditional Labels and Data Classifications are shown by default.

Now, go to JobCandidate.csv.

The Conditional Labels and Data Classifications are not shown. This is because none of the fields in the list have values for those two columns. Thus, they are not shown at all. You may customize any worksheet list like this to Hide empty columns.

Field in a File with Profiling Information in Overview Tab

Enter "currency code" in the Search text box in the upper right.

Click SHOW MORE. Then, in the Filters panel at the left, select CATEGORY > File > Fields.

Click outside the pull-down and the results are filtered.

Select the Currency Code field in the CountryRegionCurrency.csv file.

Profiling data is presented for the field. This data is obtained by sampling a subset of the records in the source. See harvesting and sampling for more details.

Click CountryRegionCurrency.csv in the breadcrumb area to the right of the name of the field:

This is the file containing the Currency Code field.

Then click the Data Sample tab.

The sensitivity label feature allows you apply a sensitivity label to imported objects.

Tables in a database or fields in a file generally have a great deal of related information in tabs. For example, we have:

• Fields contained within this table

• Sample Data

• Relationships including PK/FK, inferred and user-defined relationships with other tables. Especially important when joining this table with others, such as in a self-service BI tool.

Model Level Object Page

In this example, we will look at a multi-model and sub-models contained within that multi-model in order to see options available on the object page only at this "model" level.

Model level then refers to:

• Models (imported or custom)

• Multi-models (imported) which will have a directory structure with contained models which also qualify as "model level" for this discussion.

Go to OBJECTS > Explore and navigate to Accounting > Accounting.

Glossary Term in Overview Tab

Glossary terms are custom model objects to manage terminology for an enterprise. The terms oftentimes have very rich documentation, and include HTML text (rich text) fields. You may use the HTML Text Editor to create and edit these rich text documentation fields.

Steps

1. Sign in as a user with at least the Metadata Editing capability object role assignment on the object with an HTML attribute to edit.

2. Go to the object page for the object.

3. Click on the pencil icon in the upper right hand corner of the HTML attribute value to open the HTML text editor.

Example

Sign in as Administrator, search for "SSN" and open the object page for the US Social Security number term.

Click v MORE to expand the Description.

The term US Social Security Number has a good example of the use of an HTML text field, in this case Description. In fact, this was simply copied from the WIKI page (copy-paste).

Click the pencil icon in the upper right corner of the Description and you can use the HTML text editor.

From here, you may edit this HTML (rich text) field with the HTML Text Editor.

Business Metamodel Object Page

Go to OBJECTS > Explore and navigate to MyCompany Policy > Data Quality.

This is a custom model of business policies and related business rules. There are numerous additional tabs based upon populated associations among the classes in the model.

Model in Overview Tab

There are several features available only at the model level:

• Model Usage -- will show by default the models that are used by the current model and the models where the current model is being used. This functionality is similar to the Usage tab. These models will only be visible if they belong to the current configuration). This widget only applies to the root of a model (not on sub models of a Multimodel).

• Search in Model -- Opens a search worksheet with a filter to this model already specified. This widget applies to models and submodels (e.g., schemas in a database).

• Open Business Glossary -- Shows all terms which have definitions for features (e.g., columns, fields, attributes) in the model. This widget only applies to the root of a model (not on sub models of a Multimodel).

Example

Navigate to the object page for the Staging DW model.

We see Model Usage, where some objects in this model Use one or more business rules and also some objects in this model are Used By several data mappings, again business rules and also a semantic mapping.

Click the More actions menu.

The Search in Model and Open Business Glossary are available as this is the root of the model.

Jira Ticket/Issue Tracking

Once you have enabled Jira integration and set up the connection with Jira, you may create, and link Jira tickets with any object in the repository. You may also open Jira ticket in Jira from the object page and also open the object page from Jira.

Create a Jira Ticket Linked to an Object

Once you have enabled Jira integration and set up the connection with Jira, you may use the Jira widget on the object page to create new Jira tickets linked with any object in the repository.

Steps

1. Sign in as a user with at least the Metadata Editing capability object role assignment.

2. Go to the Jira widget, by default in the lower right.

3. Click +CREATE.

4. Specify

   • PROJECT -- Jira project from a pick list based upon a live browsing of Jira

   • ISSUE TYPE -- the type of Jira issue to create based upon those available in the project.

   • SUMMARY -- Summary of the new issue

   • DESCRIPTION -- Description to populate in the new issue.

   • Any other required fields.

5. Click CREATE.

Example

Sign in as Administrator and navigate to the object page for the Customer table in the dbo schema of the Staging DW model

In the lower right, click +CREATE next to the Jira widget.

Again, you must have enabled Jira integration and set up the connection with Jira, you may use the Jira widget on the object page to see the Jira tab and create new Jira tickets.

Enter all the required fields and click CREATE.

Link a Jira Ticket to an Object

Once you have enabled Jira integration and set up the connection with Jira, you may use the Jira widget on the object page to link existing Jira tickets linked with any object in the repository.

Steps

1. Sign in as a user with at least the Metadata Editing capability object role assignment.

2. Go to the Jira widget, by default in the lower right.

3. Click +LINK.

4. Pick from the list of projects and then tickets available in Jira.

5. Click LINK.

Example

Sign in as Administrator and navigate to the object page for the Customer table in the dbo schema of the Staging DW model

In the lower right, click +LINK next to the Jira widget.

Again, you must have enabled Jira integration and set up the connection with Jira, you may use the Jira widget on the object page to see the Jira tab and link existing Jira tickets.

Enter all the required fields and click OK.

Open as Jira Ticket Linked to an Object

Once you have enabled Jira integration and set up the connection with Jira, you may use the Jira widget on the object page to open existing Jira tickets linked with any object in the repository.

Steps

1. Sign in as a user with at least the Metadata Viewing capability object role assignment.

2. Go to the Jira widget, by default in the lower right.

3. Click on one of the Jira tickets listed..

Example

Sign in as Administrator and navigate to the object page for the Customer table in the dbo schema of the Staging DW model

In the lower right, click on any of the tickets listed.

Again, you must have enabled Jira integration and set up the connection with Jira, you may use the Jira widget on the object page to see the Jira tab.

Jira is opened at that specific ticket.

Open an Object that is Linked to a Jira Ticket

Once you have enabled Jira integration and set up the connection with Jira, you may use Jira to open a linked object in the repository.

Steps

1. Sign into Jira and open a ticket that linked to an object in the repository.

2. Under Web links click on one of the repository objects listed.

3. Sign in as a user with at least the Metadata Viewing capability object role assignment on that object.

Example

Sign into Jira and open a ticket that linked to an object in the repository.

Under Web links, click on the Customer (Table) link.

The object page is opened at that specific object.

Object Page with Debug Logging Enabled

Setting debug level logging also affects the attributes shown on the object page and also the Properties panel, showing additional information like Object Id and Stable ID. Other internal information like Lineage Options which are only for internal debugging purposes also will appear:

• to assist the stitcher to locate an appropriate matching object across the models

• it is shown on the UI in the debug mode for the troubleshooting purposes only alongside "object id" or "object type id" and is not shown otherwise.

• it is not intended to be interpreted by the users directly

Thus, debug logging should be disabled unless absolutely required.

Grouping of User Define Properties

When presenting user defined properties (UDPs) import from a source tool (imported model), those properties appear in italics in the Attributes widget on the Overview tab. However, their order is either:

• Alphabetical by name

• Grouped by prefix -- If more than one UDP has the same prefix in the name followed by a period ("."), then those UDPs will be grouped together

In the above example there are two UDP's with the names:

• Tags.PRIVACY_CATEGORY

• Tags.SEMANTIC_CATEGORY

• And they have been grouped together because of the common prefix with a period.

Conditional Labels in Overview Tab

This feature allows you to define conditional labels based on a Metadata Query Language (MQL) based query such as "Highly Commented" based on objects with over 10 comments.

Each conditional label has a name, description, query and icon that can be searched from a bundled library of icons, customized (e.g. change color), uploaded (from external sources), or even designed in the UI (start from a shape, color, etc.).

They are presented on the object page when defined for a particular object.

Object Image in Overview Tab

Some objects may have images imported from the tool. The typical use case is the import of a thumbnail preview image of the actual reports in a Business Intelligence (BI). Often, these report images are very low resolution to avoid revealing any details or data. This is the case of a Tableau worksheet where preview images generated by the tool and imported along with the model are visible as an Object Image on the top tight of the Overview tab of the object page, as can be seen below:

The Object Image will appear on the object page of the report and also in any worksheet as long as you add the Object Image column.

Steps

1. Follow the steps when importing the model Be sure to specify the "-previewImage" option in the Miscellaneous bridge parameter. Note that this option is available only on some import bridges.

Lazy Loading of the Object Page

The user interface tries to show pages as soon as possible. When a object page needs a piece of information that potentially takes a long time to look up (e.g., lineage traces to determine inferred documentation), the user interface will load that slower to obtain information asynchronously without blocking the initial object page display. This way, the controls on the page are fully functional, even while the lazy loading animation is showing for the widget that represents the information.

Lazy loading of the Documentation section of the Overview tab.

Comments Tab

Enter comments to this object in the Comments tab. Everyone has permissions to comment.

Steps

1. Go to the object page for an object.

2. Go to the Comments tab.

3. From here you may

   • Add a new comment: Click in the text box labeled Add Comment and enter your text and click SUBMIT.

   • Edit an existing comment: Click More Actions for that comment and select Edit, enter your text and click SUBMIT.

   • Delete an existing comment: Click More Actions for that comment and select Delete and click YES.

Example

Search for SSN.

Select the term named US Social Security Number.

You are presented with the Overview tab.

The number next to the Comments tab indicates how many items are under that tab.

Go to the Comments tab.

Add a new comment

Click in the text box labeled Add Comment, enter "The US social security numbers are not always conforming to the proper format as defined in the Data class." and click SUBMIT.

Edit an existing comment

Click More Actions for the above comment and select Edit, append with "We should document this fact in the glossary by creating enumerations for this term." and click OK.

Delete an existing comment

Click on the More Actions icon for the above comment and select Delete and click YES.

Related Reports Tab

You may ask MetaKarta to interrogate the data flow and semantic lineage to determine what business intelligence (BI) reports a particular object is used on. Simply click the Related Reports tab. For more details on the process go here.

Steps

1. Go to the object page for an object.

2. Go to the Related Reports tab.

Example

Search for "Customer" and select the table in Staging DW named Customer.

You are presented with the Overview tab.

Go to the Related Reports tab.

There are several reports from various third-party tool which have fields that have the same meaning as (are term classified or inferred in data classification this term.

Lineage Tab

Click the Lineage tab to report on the different types of data flow and semantic lineage traces that may be initiated from this element. Data flow traces look at how data moves through the inter-connected (stitched) systems from which metadata has been harvested. Both impact (forward) and lineage (backward) data flow traces may be performed by selecting the Type of trace in the top right pull-down. Semantic flow traces are based upon the definition and usage type relationships from a term, conceptual or logical Model to a physical representation (data element).

More details and examples are provided at Data and Semantic Flow.

There are indicator arrows next to the Lineage tab which indicate whether there is impact and/or lineage flow traces for the object. The arrows are based upon the attributes Has Data Lineage and Has Data Impact, which are populated automatically.

These two flags are computed from semantic lineage to and from the current object for the entire repository. Thus, it is possible that when you click on the Lineage tab, it will show no lineage where an arrow indicated there was lineage. It just means that the lineage is not in reflected the current configuration version (likely the ETL/DI model or data mapping is not in the current configuration).

Steps

1. Go to the object page for an object.

2. Go to the Lineage tab.

Example

Search for "Account Amount" and select the column name Account Amount Available in the Finance2 worksheet in Tableau.

You are presented with the Overview tab.

There are indicator arrows next to the Lineage tab which indicate whether there is impact and/or lineage flow traces for the object. The arrows are based upon the attributes Has Data Lineage and Has Data Impact, which are populated automatically. In this case there is both impact and lineage.

Go to the Lineage tab.

The display shows the Data Lineage or Data Impact by default depending on whether this element is at the target or source end of the lineage.

Select Impact (Destination) in the Direction In the header.

You may also zoom in/out, expand and collapse objects, highlight paths, show data flow transformation operations, show properties for selected objects, etc., by using the functions in the common trace controls.

You may also choose to present the lineage as a set of objects in a TREE presentation by selecting TREE in the Display As pull-down on the right.

See complete details about the lineage presentation and analysis examples.

You may also Download that report to CSV format.

Hierarchies Tab

When you are on the object page of an object that is part of custom model hierarchical structure, for example a Business Unit, you will see the Hierarchies tab. It presents a worksheet based hierarchical tree, allowing you to expand and collapse within a worksheet.

Steps

1. Go to the object page for an object in a custom model.

2. Go to the Hierarchies tab.

Here you may:

• Include or exclude Objects which have Relationships that will be presented in the tree

• Include or exclude Columns for the various attributes which may apply to the objects

• Collapse all nodes to return to an entirely un-expanded view

• A details panel on the right for the selected row.

Example

Select the column named Account Amount Available inside the table GLAccount in the Dimensional DW database.

You are presented with the Overview tab. However, no Hierarchies tab is presented as this is a column in a table in an RDBMS and thus is not amenable to a hierarchical presentation.

Search for "MyCompany Policy" and go to its object page.

You are presented with the Overview tab. However, in this case the Hierarchies tab is presented as this object is a custom model with which is amenable to a hierarchical presentation.

Click the Hierarchies tab and expand the Finance and Accounting business unit.

Click Configure Columns and add the following columns.

Click on the background.

Hierarchy Tab (Imported object)

Similar to the Hierarchies tab for custom models, when you are on the object page of an object that is part of an imported model hierarchical structure, you will see the Hierarchy tab. It presents a worksheet based hierarchical tree, allowing you to expand and collapse within a worksheet.

However, the Hierarchy tab worksheet is limited in that you cannot specify relationships as a filter as those are only defined for custom models.

Steps

1. Go to the object page for an object in and imported model.

2. Go to the Hierarchy tab.

Here you may:

• View the hierarchical structure of these objects

• Include or exclude Columns for the various attributes which may apply to the objects

• Collapse all nodes to return to an entirely un-expanded view

• A details panel on the right for the selected row.

Example

Open the object page for the Data Lake model and the Hierarchy tab.

As there is a deep hierarchical structure of directories and then files within and then structures within the file, the Hierarchy tab is very useful here.

History Tab

Review the changes that have occurred to this object in the Audit Log tab.

Steps

1. Go to the object page for an object.

2. Go to the History tab.

Example

Search for "Account Amount".

Select the column named Account Amount Available inside the table GLAccount in the Dimensional DW database.

You are presented with the Overview tab.

Scroll over to the right until you see the History tab.

The number next to the History tab indicates how many items are under that tab.

Go to the History tab.

The display shows a report of the object's history log of changes.

Go to the Comments tab to add a comment, enter the text and commit.

Go to the Overview tab and set the Data Classification of Currency Name.

Refresh the browser and go to the History tab.

The display shows the update with the comment.

Re-harvest the model (Dimensional DW).

Then import with FULL SOURCE IMPORT INSTEAD OF INCREMENTAL enabled.

Return to the column named Account Amount Available inside the table GLAccount in the Dimensional DW database and go to the History tab.

The history for the new model version is migrated from the older version.

You may also page through the results in the usual manner, and you may Download that report to CSV format.

Note, audit log history

Only actions which are tracked in the audit log will appear in the History tab. E.g., for semantic mappings, the individual links are not tracked in the audit log and will not appear in the History tab.

Edit Documentation

You may edit the Name and Business Definition directly (with the proper permission) or classify the object with a new or existing term in the glossary. You may also semantically map the object to any other object with a description to reuse by clicking the Lineage tab.

This is a function of the larger features of data cataloging and data documentation.

HTML Text Editor

The HTML Text Editor is used for editing any HTML type attribute including descriptions, comments, or articles providing a WYSIWYG (What You See Is What You Get) visual editor. This editor is available for any custom attribute of HTML data type, including all the usual text formatting capabilities, image management, mentioned of objects or users in the repository, and copy/paste with formatting from Word or HTML pages.

HTML Editor Paragraph Headers

You may include various paragraph header levels in HTML text type attributes.

Picking up from just after opening the editor, click just after the first image and arrow to the left until you are at the beginning of the text. Then press ENTER and click at the top of the text.

Select Heading 1 and enter "Terminology Description for US Social Security Number".

Click at the end of that first heading, press ENTER, and select Paragraph > Heading 2 and enter the text "Example".

Remove the extra line after the larger image, then select the second (smaller) image and delete it. Then, add another Heading 2 and enter the text "Overview".

HTML Editor Text Formats

You may specify bold or italic text in HTML text type attributes.

Picking up from just after defining paragraph headings, select the text underneath the image and set the text to be italic using the italic I icon.

click just after the first image and arrow to the left until you are at the beginning of the text. Then press ENTER and click at the top of the text.

HTML Editor Embedded Links

You may embed HTML hyperlinks in HTML text type attributes.

Picking up from just after formatting the text, select the blue text underneath the image.

There is an HTML link already defined in the rich text that was copied and pasted.

Select some text and click on the create link icon.

You may entry any URL here. If it is for an image and you define it as Downloadable, the image will be saved and may be downloaded later.

HTML Editor Lists

You may format HTML type lists in HTML text type attributes.

Picking up from just after embedding HTML links, click just after "issued to" and enter ":" and then press ENTER.

Click the Bulleted List icon and separate the list items like so:

HTML Editor Fonts

You may manage the font size, family and color of the text in HTML text type attributes.

Picking up from just after formatting HTML lists, select the text underneath the image and set the size to be Small

The Family to be courier new

And the color to be gray. to be italic using the italic I icon.

HTML Editor Indenting Text

You may manage indentation of the text in HTML text type attributes.

Picking up from just after managing fonts, select the text just under the image.

Both the Decrease Indent and the Increase Indent are enabled (not dimmed) and thus this text is already indented.

HTML Editor Inserting Objects

You may insert the reference to any object in the repository in line in a HTML text type attributes.

Picking up from just after managing fonts, insert the text "Example" after the sentence ending with "...other purposes" and click Insert Object.

Then go to the Search tab, enter the text "employee" and press ENTER and select the EmployeeID field and click OK.

A link to the EmpoyeeID field is then inserted.

HTML Editor Mentions of Users and Objects

You may also simply type "@" and then the name of the object (e.g., name of a user):

After typing "@" and then some text, a popup like the one above appears and you may choose among any object or user in the Repository.

In addition, one may go to a user or repository object and see all the times it has been mentioned.

Go to the object page of the EmployeeID field.

Go to More Options in the upper right and select Show Mentions.

This is an Metadata Query Language (MQL) query result (Worksheet) and thus may be used in the REST API or any other place where MQL may be specified.

You may do the same for a user.

Go to the User Profile for the user Adam Nazarian.

Go to More Options in the upper right and select Show Mentions.

The user may receive notifications of mentions if that feature is enabled. See Manage > Email Notification.

HTML Editor Inserting Images and Documents

You may insert images or other documents you have available on your file system in line with the text in HTML text type attributes.

Picking up from just after inserting a repository object, click Insert Image.

You may insert an image or other document from you file system.

Click the pull-down next to Insert Image.

You may insert an image or other document using a URL.

Images are stored in the repository database but are stored only once. If you insert the same image again anywhere in the system, it will reuse the existing one already stored.

HTML Editor Editing HTML Source

You may edit the HTML source directly, rather than the default WYSIWYG presentation of the text in HTML text type attributes.

Picking up from just after inserting a repository object, click Source.

Object Page Customization

The user interface is fundamentally extensible and customizable. Whether you wish to simplify the presentation for particular users, emphasize particular information on the Overview tab or other tabs on the object page for certain types of objects (e.g., tables) or wish to show additional information not presented by default, there are method to customize the presentation for these purposes. In particular, one may:

• Customization of the object page using group preferences

• Customization of the worksheets which define what is shown in the associated tabs (e.g., Columns, Comments, or others as defined earlier in this user guide section) on the object page

• Customization of the fundamental layout of widgets included in the Overview tab itself.

Customization of the Object Page with Preferences

Many customizations may be made through the use of group preferences.

In particular, these apply to the object page:

All DEFAULT OBJECTS OVERVIEW items as to what to include in the Overview tab by default.

In addition:

Preference Name	Description
Worksheet Export Maximum number of objects	Maximum number of objects which may be exported to CSV at a time.
Worksheet Maximum number of objects per Page	Maximum number of objects which may be presented on one page of the results.
Worksheet Refresh Policy User Adjustable	Allows disallows users to choose whether to do automatic refresh of search / worksheets when the query changes
Group Tabs Default Display Mode	Default display mode (Grid or List) for result sets in tabs of the object page.
Worksheet Refresh Policy Default	Define either auto or manual refresh policy default

Customization of Object Page Tabs

The object page has many tabs and among these are child tabs. Each child tab shows a group of related types of child objects. For example, a database Table object page has the Columns tab that shows regular and PK column objects.

A child tab shows its child objects using a worksheet. A worksheet allows you to change its filter conditions and columns. The child tab lets you save and recall the worksheet configuration or object tab used.

Associate a Worksheet with a tab on the Object Page

You may designate existing worksheet to be used for specific tabs in specific object pages by object type.

Steps

1. Save a worksheet or use an existing one that you either created or is shared with you. It must be filtered to the specific object type that you want to assign it to as the default.

2. Go to the object page of an object that would have a tab that matches the object type of the worksheet.

3. Go to the tab for that object type.

4. Pick the worksheet from the Worksheet pull-down list.

Example

Go to WORKSHEETS > File > Fields to create a worksheet for the Fields tab in File System files.

Click Columns and add Labels to the displayed columns.

Save the worksheet as "Fields with Labels".

Now, search for Customer.csv and click to go to its object page. Go to the Fields tab.

Select Fields with Labels from the list of Applicable worksheets.

And the result is the worksheets is used for the Fields tab.

This will now the default presentation. You may always restore the original by select Default from the Worksheets pull-down.

Personal Default Worksheets

You may take the current worksheet being used for a particular tab on the object pages and Save As a default worksheet for yourself as a Personal Default Worksheet. Any user can save and recall their personal defaults per child tab.

System and personal defaults apply to a particular tab only. When you need to have a default worksheet that applies to multiple tabs you can define a worksheet that applies to types of children objects these tabs shows.

Steps

1. Associate a worksheet with the tab for a object page.

2. Click Save As.

3. Click the Personal radio button and provide a Name and Description for the default worksheet.

4. Click OK

Example

Follow the example to Associate a worksheet with the tab for a object page.

Click Save As.

Click the Personal radio button and provide the below NAME and DESCRIPTION for the default worksheet, and click OK:

It is now in the list of defaults.

Now, search for Address.csv and click to go to its object page.

Go to the Fields tab.

The same Default Fields Worksheet to is the default presentation.

System Default Worksheets

A user with the Application Administrator capability global role assignment can Save As a system default worksheet for a child tab and share it with other users and/or groups. The child tab then shows the worksheet to any user in these groups by default. When a user is a member of different groups that have different defaults, the child tab makes all of these options available to the user. The child tab shows the first one (according to the alphabetical order) to the user, by default. In this way, you may published default presentations to these users.

System and personal defaults apply to a particular tab only. When you need to have a default worksheet that applies to multiple tabs you can define a worksheet that applies to types of children objects these tabs shows.

Steps

1. Sign in as a user with the Application Administrator capability global role assignment.

2. Associate a worksheet with the tab for a object page.

3. Click Save As.

4. Click the System radio button and provide a Name and Description for the default worksheet.

5. Specify the Users and/or Groups to assign this system default worksheet to.

6. Click OK

Example

Sign is as Administrator.

Follow the example to Associate a worksheet with the tab for a object page.

Click Save As.

Click the System radio button and provide the below Name and Description for the default worksheet.

Pick the below two Groups to assign the System Default to and click OK:

Sign out.

Sign in as David.

Now, search for Address.csv and click to go to its object page.

Go to the Fields tab.

The same Fields System Default worksheet to is the default presentation.

You may go to MANAGE > Default Worksheets to manage existing system default worksheets.

Customizing the Object Page Overview tab Presentation

You may customize object page presentation entirely. You may

• Develop a Presentation of the object page Overview tab in a manner similar to creating a Dashboard

• Show/Hide the various object page tabs, e.g., Columns, History, Data Flow, etc.

Choose a Customized Presentation

For any object category (e.g., terms, fields, tables, etc.) you may pick an existing customized overview from a pool of ones you have created or have been shared with you.

Steps

1. Go to the object page for an object category.

2. Go to the More Actions menu in the upper right.

3. Select Presentation.

4. Select any presentation listed there.

The available presentations are listed in two groups, SYSTEM and PERSONAL, each then in alphabetical order.

If no presentation is manually selected then the first (alphabetically) SYSTEM presentation will be used, and it will be the Default (Built-in) if no system level presentations have been shared with this user.

Example

Search for SSN.

Select the term name US Social Security Number.

You are presented with the Overview tab. Thus, we will be picking a customized presentation for any term (object category).

There is a downward facing caret allowing you to expand or contract each section/widget in the Dashboard

Go to the More actions menu in the upper right and select the Terms with Certifications and Warnings presentation presented there.

We now see the social curation details in the Overview tab.

Create or Update a Customized Presentation

For any object category (e.g., terms, fields, tables, etc.) you may start from an existing presentation and customize it. It may be a system presentation if you are an administrator.

Steps

1. Sign in as a user with the Presentation Customization capability global role assignment.

2. Go to the object page for an object category.

3. Go to the Preferences menu in the upper right.

4. Select Presentation > Customize.

5. From here you may:

   • Add Widgets, including containers

   

   • Customize existing widgets and containers

   • Rearrange containers and widgets

   • Close without saving.

6. Click SAVE AS to save your new work as a newly created presentation.

   • Specify Personal or System type presentation

Personal -- Owned by and available only to the user who created it.

System - Owned by the creator but may be shared with other users and/or groups.

• Provide a description.

Several widgets are included by default, and vary by object category. Some are not included by default, generally as these would affect display performance significantly. In particular, History and Comments (including endorsements, warnings and certifications).

Example

Search for SSN.

Select the term name US Social Security Number.

You are presented with the Overview tab. Thus, we will be customizing the Overview tab presentation for any term (object category).

Go to the Preferences menu in the upper right and select the Presentation > Customize.

One generally begins with an existing presentation, not from scratch.

Customize with any of sections/widgets and then SAVE.

Change the title for the widget.

Click OK to both close and save the change.

As it is the default presentation that we based this on, we should click SAVE AS to create a new presentation:

Click OK.

Now, search for Account Status and select the term with that name.

The same customized overview is shown. This will be true until you pick another one. There is a Certification shown, but no warnings.

There is nothing to display without showing the Customize option as this glossary is not under workflow.

So, search for "finance document amount" and click on that term in the Enterprise glossary (which is under workflow).

Many of the widgets are also used in dashboards, and you may learn how to use them in the edit dashboard widgets section.

The following are examples of the other widgets unique to presentations.

Update Attribute Sheet Widget

Generally, the Overview tab will have one Attribute Sheet named Attributes by default. You may edit this (or add a new one and edit just as here).

Steps

1. Sign in as a user with at least the Presentation Customization capability global role assignment.

2. Go to the More Actions menu in the upper right and select the Presentation > Customize.

3. Click Settings next to the heading of the Attribute Sheet widget containing Attributes.

Now, you may add or remove attributes to show in DISPLAY ATTRIBUTES. So, click the x next to Type to remove it from the Attribute Sheet.

Example

Search for the term GL_Account_Number and go to the object page.

Go to the More Actions menu in the upper right and select the Presentation > Customize.

Click Settings next to the heading of the Attribute Sheet widget named Attributes.

Now, you may add or remove attributes to show in DISPLAY ATTRIBUTES. So, click the x next to Type to remove it from the Attribute Sheet.

Click OK.

The Type attribute is no longer in the Attribute Sheet.

Attributes which are selected will not appear in the widget if they have an empty value for the particular object and you have Hide attributes with empty values (unless they are editable) checked, which is the default.

Add Attribute Widgets

In addition to the default Attribute Sheet named Attributes, you may add and edit new single attribute widgets.

Steps

1. Sign in as a user with at least the Presentation Customization capability global role assignment.

2. Go to the More Actions menu in the upper right and select the Presentation > Customize.

3. Drag the Attribute widget into the upper left container.

Example

Search for the term GL_Account_Number and go to the object page.

Now that we removed the Type attribute, we will add it as a single Attribute Widget.

Go to the More Actions menu in the upper right and select the Presentation > Customize.

Drag the Attribute widget into the upper left container.

Click Settings > Configure.

Select Type in the SELECT ATTRIBUTE combo box.

Click OK.

Now the Type attribute has its own widget.

Add Children Widget to a Presentation

With the children widget you may provide a display of the children of any category (e.g., columns in a table).

Steps

1. Sign in as a user with at least the Presentation Customization capability global role assignment.

2. Go to the More Actions menu in the upper right and select the Presentation > Customize.

3. Drag the Children widget into the presentation.

Example

Search for Staging DW. PurchaseOrder and go to the object page.

We will be customizing the Overview tab presentation for any term (object category).

Go to the Preferences menu in the upper right and select the Presentation > Customize.

Drag the Container widget into the lowest container.

Add Custom Model Associations Widgets

Custom model objects can have a number of associations (relationships) and those associations become tabs in the object page presentation. Then, when customizing the presentation of a custom model object (e.g., Term) you may add widgets matching all the the types of associations which are valid for the object.

Steps

1. Sign in as a user with at least the Presentation Customization capability global role assignment.

2. Go to the More Actions menu in the upper right and select the Presentation > Customize.

3. Drag the particular Custom Model Associations widget into the presentation.

Example

Search for the term GL_Account_Number and go to the object page.

Go to the More Actions menu in the upper right and select the Presentation > Customize.

Drag the Has Synonyms widget into the lowest container.

Click Settings > Configure.

Now, you may see that it is simply a specialized Children widget, and you may proceed with those details.

Add Responsibilities Widget to a Presentation

You may add a widget to the Overview tab, and have it show one or more types of responsibility assignment.

Steps

1. Sign in as a user with at least the Presentation Customization capability global role assignment.

2. Go to the More Actions menu in the upper right and select the Presentation > Customize.

3. Drag the Responsibilities widget into the presentation.

Example

The STEWARD responsibility has a special presentation based upon Preferences defined for groups of users.

Add Semantic Usage Widget to a Presentation

Steps

1. Sign in as a user with at least the Presentation Customization capability global role assignment.

2. Go to the More Actions menu in the upper right and select the Presentation > Customize.

3. Drag the Semantic Usage widget into the presentation.

Example

You may show/hide the specific types of links in the Semantic Usage widget.

Add History Widget to A Presentation

Steps

1. Sign in as a user with at least the Presentation Customization capability global role assignment.

2. Go to the More Actions menu in the upper right and select the Presentation > Customize.

3. Drag the History widget into the presentation.

Example

Search for SSN.

Select the term name US Social Security Number.

You are presented with the Overview tab. Thus, we will be customizing the Overview tab presentation for any term (object category).

Go to the Preferences menu in the upper right and select the Presentation > Customize.

Drag the History widget into the lowest container.

Click Configure for the new widget.

Specify Most recent first as the SORT ORDER.

Click on the EVENT TYPES pull down and select Search.

Click OK

Click SAVE AS.

Add Data Flow Widget to a Presentation

Steps

1. Sign in as a user with at least the Presentation Customization capability global role assignment.

2. Go to the More Actions menu in the upper right and select the Presentation > Customize.

3. Drag the Data Flow widget into the presentation.

Example

Go to the object page of the Customer table in the Staging DW model.

Go to the More actions menu in the upper right and select the Presentation > Customize.

Drag the Data Flow widget into the lowest container.

Click Configure.

Settings page of widget settings:

• DIRECTION -- the direction of lineage (sources or lineage vs. destinations or impact)

• DEPTH -- Ultimate (all objects in the end to end lineage) or simply Adjacent (one step removed only)

• CONTROL TYPE -- Inclusion of control lineage: Just as in the lineage diagrams:

  • None -- No control lineage shown

  • Simple -- Some control lineage shown but no expanded internal objects

  • Full -- All control flow lineage shown.

• LIMIT -- Depth limit for Ultimate

Display Settings page of widget settings.

By default, this widget is collapsed (and thus not processed) when first presented. This way the full lineage calculation is required in order to present the overview page.

Add Overview Image to the Object Page

The overview image is a single image which may be added to the object page Overview tab optionally. By default, it is not included in the presentation, so you much first add it to the presentation to see the option.

Steps

1. Sign in as a user with at least the Presentation Customization capability global role assignment.

2. Go to the More Actions menu in the upper right and select the Presentation > Customize.

3. Drag the Overview Image widget into the presentation.

Example

Go to the object page of the Customer term in the Finance glossary.

Go to the More actions menu in the upper right and select the Presentation > Customize.

Drag the Overview Image widget into the lowest container.

Click SAVE AS. Give it a name and click OK. Then click CLOSE.

Click on Manage image > Upload image next to Image and pick an image.

Add Model Usage Widget

The Model Usage widget will show by default the models that are used by the current model and the models where the current model is being used. These models will only be visible if they belong to the current configuration).

This widget only applies to the root of a model (not on sub models of a Multimodel).

Steps

1. Sign in as a user with at least the Presentation Customization capability global role assignment.

2. Go to the More Actions menu in the upper right and select the Presentation > Customize.

3. Drag the Model Usage widget into the presentation.

Example

Navigate to the object page for the Staging DW model.

You are presented with the Overview tab. Thus, we will be customizing the Overview tab presentation for any term (object category).

Go to the Preferences menu in the upper right and select the Presentation > Customize.

The Model Usage widget is quite similar to the Usage tab in MANAGE > Repository and MANAGE > Configuration for the model except that those also show the configuration usage of the model.

The Model Usage widget is already defined for a model by default.

Click Configure for the widget.

You may select to show either Uses, Used By or both and the number of items in each.

Add Data Flow to the Object Page

Steps

1. Sign in as a user with at least the Presentation Customization capability global role assignment.

2. Go to the More Actions menu in the upper right and select the Presentation > Customize.

3. Drag the Data Flow widget into the presentation.

Example

Search for Customer.

Select the table Staging DW.Customer.

You are presented with the Overview tab. Thus, we will be customizing the Overview tab presentation for any term (object category).

Go to the Preferences menu in the upper right and select the Presentation > Customize.

Drag the Data Flow widget into the lowest container.

Click SAVE AS.

The widget is collapsed. This behavior is due to the Data Flow widget setting to Collapse widget by default. This setting is the default when creating a Data Flow widget to ensure that the lengthy lineage computation does not hold up the presentation of the object page.

Add Comments to the Object Page

Steps

1. Sign in as a user with at least the Presentation Customization capability global role assignment.

2. Go to the More Actions menu in the upper right and select the Presentation > Customize.

3. Drag the Comments widget into the presentation.

Example

Search for SSN.

Select the term name US Social Security Number.

You are presented with the Overview tab. Thus, we will be customizing the Overview tab presentation for any term (object category).

Go to the Preferences menu in the upper right and select the Presentation > Customize.

Drag the Comments widget into the lowest container.

Click SAVE AS.

Show / Hide Object Page Tabs

Along with customizing the layout of the Overview tab of the object page, you may also control whether a particular tab is shown or not (hidden) in a particular presentation.

Steps

1. Customize a presentation.

2. Click the customize icon next to the tab header you wish to show or hide.

3. Check or clear the Hide checkbox.

Creating System Presentations

Customized presentations, may be personal or system type. You specify this type when saving (SAVE AS) a new customized presentation.

Personal -- Owned by and available only to the user who created it.

System - Owned by the creator but may be shared with other users and/or groups.

The available presentation for a particular object type are presented when selecting a presentation.

The available presentations are listed in two groups, System and Personal, each then in alphabetical order.

If no presentation is manually selected then the first (alphabetically) SYSTEM presentation will be used, and it will be the Default (Built-in) if no system level presentations have been shared with this user.

Steps

1. Perform the same steps as in creating a presentation.

2. Click SAVE AS to save the updated and specify System as the type of presentation when saving and specify whom to share it with. These users (and members of any groups selected) will be presented with this new choice.

Example

In this example we will share a simplified business user presentation as the default for users in the group Business Users.

Sign in as the user Administrator And search for Customer. Select Staging DW > dbo > Customer.

You are presented with the Overview tab. Thus, we will be customizing the Overview tab presentation for any table (object category).

Go to the Preferences menu in the upper right and select the Presentation > Customize.

Configure the Attributes section and remove the following attributes from this customized presentation:

• Native Type

• Color

• Object Id

• Object Stable Id

• Object Type Id

• Object System Type

Click OK and note the simplified Overview tab view.

Click SAVE AS.

Enter the NAME, TYPE, SHARE WITH and DESCRIPTION fields as above. Click OK.

Now, sign in as the user named Bob. Search for Invoice and select the table with that name in the Staging DW.

The same customized overview is shown. This will be true until you pick another one. Note, it is now the default without Bob having to specify it.

Manage Default Presentations

You may manage your presentation which are of type System and may be shared and thus become default presentations by going to MANAGE > Default Presentations.

Custom Attributes

Custom Attributes may be defined and associated with any type of object. Once defined, you may add it to any example of that type of object. Thus, a custom attribute may be applied or not applied to an object.

Set a Custom Attribute on an Object

Steps

1. If not already defined, create a new custom attribute.

2. Sign in as a user with at least the Metadata Editing capability object role assignment.

3. Go to the object page for the data element.

4. Go to the Overview tab.

5. Click on the More actions icon next to Attributes and select Add custom attribute(s).

6. Select the custom attribute(s) to include.

7. Edit their values in place.

Unlike labels and comments, custom attributes may only be assigned or edited with the proper permissions on the model that contains the object.

You may also edit custom attributes using the context menu when you see an element in a list or do so in bulk.

Example

Create the Verified custom attribute as in the example in add a new custom attribute.

Go to WORKSHEETS > File > Fields and click ActiveFlag to go to the object page. Go to the Overview tab.

Click on the More Actions icon next to Attributes and select Add custom attribute(s).

Select Verified.

Edit the value in place by selecting Verified.

Click OK.

Remove a Custom Attribute Setting on an Object

Steps

1. Sign in as a user with at least the Metadata Editing capability object capabilities role assignment.

2. Go to the object page for the data element.

3. Go to the Overview tab.

4. Click on the More Actions icon next to Attributes and select Remove custom attribute(s).

5. Select the custom attribute(s) to remove.

You may also remove custom attributes using the context menu when you see an element in a list or do so in bulk.

Example

Using the Verified custom attribute on the Active Flag field as in the example in Set a Custom Attribute on an Object.

Go to WORKSHEETS > File > Fields and click ActiveFlag on the object page. Go to the Overview tab.

Click on the More Actions icon next to Attributes and select Remove custom attribute(s).

Select Verified.

Click OK.

Click YES.