Informatica (Version 1.0 Update 1)

Enterprise Information Catalog User Guide

Informatica Enterprise Information Catalog User Guide

Version 1.0 Update 1

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NOTICES

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Part Number: IN-EIC-UG-01000-001

Table of Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Informatica Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Informatica Network. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Informatica Knowledge Base. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Informatica Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Informatica Product Availability Matrixes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Informatica Marketplace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Informatica Global Customer Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Chapter 1: Getting Started with Informatica Enterprise Information Catalog. . . . . 8Enterprise Information Catalog Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Enterprise Information Catalog User Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Logging in to Enterprise Information Catalog. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Business Examples. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Chapter 2: Search for Data Assets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Search for Data Assets Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Searching for Data Assets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Additional Search Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Sort Search Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

View Additional Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Editing Data Asset Properties to Assign Custom Attributes. . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Chapter 3: Customize Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Customize Search Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Refine Search by the Data Asset Type. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Refine by Resource Type. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Refine by Last Updated Time. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Refine by Data Asset Size. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Refine by Attributes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Chapter 4: View Data Assets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22View Data Assets Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Data Asset Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Data Asset Lineage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Data Asset Relationship. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Chapter 5: Configure Search Filters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Configure Search Filters Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Configuring Data Asset Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

4 Table of Contents

Configuring System Attributes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Configuring Custom Attributes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Table of Contents 5

PrefaceThe Enterprise Information Catalog User Guide is intended to help a data analyst or a data architect in an enterprise to use Enterprise Information Catalog.

This guide covers the tasks that you can perform using Enterprise Information Catalog. This guide assumes that you have installed and configured Live Data Map. This guide also assumes that you have installed and configured the services to access the Enterprise Information Catalog. See the Live Data Map Installation and Configuration Guide and the Live Data Map Administration Guide for more information.

Informatica Resources

Informatica NetworkInformatica Network hosts Informatica Global Customer Support, the Informatica Knowledge Base, and other product resources. To access Informatica Network, visit https://network.informatica.com.

As a member, you can:

• Access all of your Informatica resources in one place.

• Search the Knowledge Base for product resources, including documentation, FAQs, and best practices.

• View product availability information.

• Review your support cases.

• Find your local Informatica User Group Network and collaborate with your peers.

Informatica Knowledge BaseUse the Informatica Knowledge Base to search Informatica Network for product resources such as documentation, how-to articles, best practices, and PAMs.

To access the Knowledge Base, visit https://kb.informatica.com. If you have questions, comments, or ideas about the Knowledge Base, contact the Informatica Knowledge Base team at KB_Feedback@informatica.com.

Informatica DocumentationTo get the latest documentation for your product, browse the Informatica Knowledge Base at https://kb.informatica.com/_layouts/ProductDocumentation/Page/ProductDocumentSearch.aspx.

If you have questions, comments, or ideas about this documentation, contact the Informatica Documentation team through email at infa_documentation@informatica.com.

6

Informatica Product Availability MatrixesProduct Availability Matrixes (PAMs) indicate the versions of operating systems, databases, and other types of data sources and targets that a product release supports. If you are an Informatica Network member, you can access PAMs at https://network.informatica.com/community/informatica-network/product-availability-matrices.

Informatica MarketplaceThe Informatica Marketplace is a forum where you can find solutions that augment, extend, or enhance your Informatica implementations. By leveraging any of the hundreds of solutions from Informatica developers and partners, you can improve your productivity and speed up time to implementation on your projects. You can access Informatica Marketplace at https://marketplace.informatica.com.

Informatica Global Customer SupportYou can contact a Global Support Center by telephone or through Online Support on Informatica Network.

To find your local Informatica Global Customer Support telephone number, visit the Informatica website at the following link: http://www.informatica.com/us/services-and-training/support-services/global-support-centers.

If you are an Informatica Network member, you can use Online Support at http://network.informatica.com.

Preface 7

C H A P T E R 1

Getting Started with Informatica Enterprise Information Catalog

This chapter includes the following topics:

• Enterprise Information Catalog Overview, 8

• Logging in to Enterprise Information Catalog, 10

• Business Examples, 10

Enterprise Information Catalog OverviewEnterprise Information Catalog helps you analyze and understand large volumes of metadata in the enterprise. You can extract physical and operational metadata for many objects, organize the metadata based on business concepts, and view the data lineage and relationship information for each object. Enterprise Information Catalog maintains a catalog. The catalog serves as a centralized repository that stores all the metadata extracted from different external sources.

Enterprise Information Catalog extracts metadata from external sources such as databases, data warehouses, business glossaries, data integration resources, or business intelligence reports. For ease of search, the catalog maintains an indexed inventory of all the data assets in an enterprise. Data assets represent the data objects such as tables, columns, reports, views, and schemas. Metadata and statistical information in the catalog include profile results, information about data domains, and information about data relationships.

You can use Enterprise Information Catalog to perform the following tasks on the catalog:

• Find available data assets.

• Explore data assets to verify the quality of data, such as profiling information.

• View the start point and the end point along with the data flow for the data asset.

• View relationships between data assets.

• Increase your productivity by reducing the time to search for data assets by using multiple search filters including data domains. Data domains represent predefined formats for data assets that you can search and retrieve, for example, the Social Security Number, the Zip code.

• Enrich the data asset attributes by tagging the data asset with additional attributes to refine and make your search faster. You can assign business glossary resources to data assets to define the business context and implement data governance in your enterprise. After tagging a data asset, you can search for the data asset in the catalog using the additional attributes.

8

Enterprise Information Catalog User InterfaceThe following image shows the Graphical User Interface (GUI) of Enterprise Information Catalog with sample search results:

The Graphical User Interface of Live Data Map showing the main GUI components after a sample search. The components include 1 Open data assets, 2 The option to go back to the search results from any view at the top left corner of the screen, 3 The search filters that you can use to refine your search, present on the Filter by panel on the left side, 4 The search results, 5 The option to use to view more details about a data asset, 6 The option to use to sort the listed data assets based on various attributes, 7 The option to edit the properties of a data asset to assign values to the associated custom attributes, 8 The option to customize Live Data Map search filters, the detailed view of a data asset, and the asset Overview, 9 The search box to search for data assets from any view, and 10 Click this title from any view to go back to the Live Data Map search page.

The following table lists the different components on the Enterprise Information Catalog GUI:

Number in the Image

GUI Component

1 Open data assets.

2 The option to go back to the search results from any view.

3 Search filters used to refine your search.

4 Search results.

5 View more details for a data asset.

6 Sort listed data assets based on multiple attributes.

7 Edit properties for a data asset to assign values to associated custom attributes.

8 The option to customize Enterprise Information Catalog search filters, the detailed view of a data asset, and the asset Overview.

9 The search box to search for data assets from any view.

10 Click this title from any view to go back to the Enterprise Information Catalog search page.

Enterprise Information Catalog Overview 9

Logging in to Enterprise Information CatalogUse either Microsoft Internet Explorer or Google Chrome to log in to Enterprise Information Catalog.

1. Start Microsoft Internet Explorer or Google Chrome.

2. In the Address field, type the URL for the Enterprise Information Catalog login page in the following format:

http://<host>:<port>/ldmcatalogThe host is the gateway node host name. The port is the Informatica catalog service Enterprise Information Catalog port number.

3. On the Enterprise Information Catalog login page, type the user name and password.

Use the same log in credentials that you used to log in to the Live Data Map Administrator.

4. Click Log In

The Enterprise Information Catalog search page appears as shown in the following image. The Enterprise Information Catalog displays the total number of data assets in the catalog along with the number of resources:

Note: Clicking the number of resources displays all the resources on the Search Results page.

Business ExamplesThe business examples provide some of the scenarios in which you can use Enterprise Information Catalog. These business examples assume that Enterprise Information Catalog is installed and configured and the catalog is populated with metadata from all data sources.

Example 1Susan works as a data analyst in a retail corporation that has outlets across the country. She is asked to analyze the product and sales distribution for the corporation and produce a report based on her findings. The input that Susan received is the sales distribution report for the retail corporation that exists in one of the regional data warehouses. Susan must search in thousands of databases maintained at different regional data warehouses for the retail corporation across the country.

10 Chapter 1: Getting Started with Informatica Enterprise Information Catalog

The following table lists the tasks that Susan must complete and the steps that she must perform in Enterprise Information Catalog to accomplish the tasks:

Tasks Steps Using Enterprise Information Catalog

Search for the sales distribution report.

Use the search feature provided by Enterprise Information Catalog to search for the report in all the databases. Susan can search based on the report name or perform a generic search using the wildcard search feature. Susan can further customize the search using the search filters.

Discover the source tables that contribute data to the report.

After finding the report, Susan can view the details of the report to identify the tables from where data is taken for the report. She can view the report details using the Overview tab.

Ensure the quality of source tables used in the report.

Susan can check and verify the profiling information displayed for the report in the Overview tab to ensure the quality of data.

Identify the related assets of the source tables in the report to gather the required data assets that she needs to make the new report.

Susan can view the relationship between the data assets using the Relationship tab. She can also find the flow of data using the Lineage tab. These steps help her identify the different data assets that she must consider to build the new report.

Enrich data assets used in the new report to tag these assets with additional information for ease of search.

Enriching the data assets with the attributes makes search easier. For example, enriching the sales figures based on the regional location makes it easier to find the sales figures for a particular region. Susan designs a new custom attribute based on regions in the Live Data Map Administrator and names the attributes North, South, East, and West. She then uses the Edit Attributes feature in Enterprise Information Catalog to tag these region attributes to the corresponding sales figure data assets used in the report. Susan can now search using any of the attributes to get a list of data assets for the specific region.

Example 2Alex, the data architect in a financial institution, must make sure that there are no security violations in the institution. Recently, the institution has had multiple instances where customers have reported fraudulent transactions on their credit cards. Alex must search in millions of databases to find the tables and reports where the credit card numbers exist. He must then report the violations and take the necessary steps to remove or mask credit card details in tables where the credit card details must not be stored.

Business Examples 11

The following table lists the tasks that Alex must complete and the steps that he must perform in Enterprise Information Catalog to accomplish the tasks:

Tasks Steps Using Enterprise Information Catalog

Search all the databases for the credit card data domain.

Use the search feature provided by Enterprise Information Catalog to search for the report in all the databases. Alex can search based on the credit card data asset name, the column name, or perform a generic search using the wildcard search. Alex can further customize the search using the search filters.

Identify the tables and reports where the credit card details exist.

After finding the data assets that include the credit card details, Alex must shortlist the data assets that violate the security policy of the institution by storing the credit card details. Alex finds the details of each data asset by viewing the Overview tab. Alex also uses the Lineage tab to view the data flow for the data asset. If the data asset must not have the credit card details according to the policy of the institution, Alex marks that data asset as a violation.

Annotate tables that violate the security policy with attributes.

Alex annotates the data assets that violate the policy of the institution with a custom attribute named Non Compliance. Alex uses the Enterprise Information Catalog to create this custom attribute and uses Enterprise Information Catalog to annotate the violating data assets with the custom attribute. The IT team can find the required data assets from millions of data assets and take the necessary corrective action.

12 Chapter 1: Getting Started with Informatica Enterprise Information Catalog

C H A P T E R 2

Search for Data AssetsThis chapter includes the following topics:

• Search for Data Assets Overview, 13

• Searching for Data Assets, 14

• Additional Search Options, 14

• Sort Search Results, 15

• View Additional Details, 16

• Editing Data Asset Properties to Assign Custom Attributes, 16

Search for Data Assets OverviewYou can search for the required data assets in the catalog. You can search based on the name of the data asset or perform a generic search using the wildcard character asterisk (*) or the wildcard character question mark (?). Enterprise Information Catalog also displays probable matches when you type the name of a required data asset.

From the search results displayed, you can sort the results based on the data asset name, the relevance, or the system attributes or the custom attributes. You can use the search filters displayed to filter the search results and view additional details for the displayed data assets. After searching and finding the required data asset, you can annotate and enrich the required data assets with custom attributes.

After finding the required data asset, you can click the data asset to view the profiling details, the lineage, and the relationship of the data asset with other data assets.

13

Searching for Data Assets1. Log in to Enterprise Information Catalog using your credentials.

The Enterprise Information Catalog home page appears with the Search box as shown in the following image:

2. Type the data asset that you want to search for in the Search box and click the search icon.

The matching results appear as shown in the following image:

Note:

• The search results show a summary of the details of the data asset.

• The number in parentheses under the Filter by panel sections indicates the number of matching results found for the searched asset under those categories.

Additional Search OptionsYou can use additional search options to search for data assets.

14 Chapter 2: Search for Data Assets

Wildcard SearchYou can use the wildcard characters asterisk (*) and the question mark (?) to perform a search to find matching data assets from the resources. If you specify * in the Search box and click the Search icon, Enterprise Information Catalog lists all the data assets in the catalog. You can use the ? wildcard character to substitute individual letters in the name of a data asset that you want to search. For example, if you know that the data asset that you want to search for, begins with the letters HR, followed by two numbers that denote the year, and ends with REPORT, you can specify the following string in the Search box: HR??REPORT. Enterprise Information Catalog lists all the data assets that match the search criteria. For example, HR12REPORT, HR13REPORT, HR14REPORT.You can also use asterisk along with parts of the data asset name. For example, if you want to search for all the data assets that begin with the word NAME in the catalog, you can specify NAME*. The search results matching the query appear as shown in the following image:

Search SuggestionsEnterprise Information Catalog lists matching data asset names when you type the first few letters of a data asset as shown in the following image:

If you type the name of a data asset incorrectly, Enterprise Information Catalog compares the typed letters with names of existing data assets in the catalog. The probable matches then appear as search suggestions. For example, if you typed sela to search for the data asset named salary, Enterprise Information Catalog suggests salary as a probable match.

Note: The suggestions include all custom attributes that are of type string. Data assets or custom attribute names that include special characters do not get listed.

Sort Search ResultsYou can sort the displayed data assets based on the name of the listed data assets, the relevance, or the system attributes or the custom attributes selected:

• To sort data assets based on the name, click and select Name.

Sort Search Results 15

• To sort data assets based on the system attribute or the custom attribute, click and select the required attribute.

• To sort data assets based on the relevance to the search, click and select Relevance.

Note: If you sort the data assets based on name, the system attributes, or the custom attributes, the sort options list displays an up arrow (↑) or a down arrow (↓) before the sort criteria selected. An up arrow indicates that the data assets are sorted in the ascending order based on the selected criteria and a down arrow indicates that the data assets are sorted in the descending order.

View Additional DetailsYou can view additional details for the data assets displayed. Examples of additional details include the table that includes the column you selected, the name of the database that includes the table you selected, the system and custom attributes attached to the data asset, and so on.

Select the required data assets and click Show Details to view additional details about the data asset.

Note: The additional details displayed depend on the settings configured in the Enterprise Information Catalog Application Configuration dialog box. See the Configure Search Filters section for more details.

Editing Data Asset Properties to Assign Custom Attributes

You can edit the properties of a data asset to assign custom attributes to that data asset. Assigning custom attributes to a data asset helps you refine your search and find the required data asset faster. You can search for the required data assets using the custom attribute attached to the data assets. You can improve collaboration between IT and business by assigning business glossary resources to data assets. This assignment helps you define the business context and implement data governance in your enterprise.

1. Select the data asset from the list of search results.

2.Click the Edit Properties ( ) icon.

The Edit Properties dialog box appears. If you had select multiple data assets, the Edit Properties dialog box displays an additional column named Assigned To. This column indicates the number of objects in the selected data asset that are assigned the specific custom attribute.

3. Select the required custom attributes from the Properties section.

You can also type the required attribute in the Find box. The list of matching attributes appears.

4. Select the required attributes from the Name section.

5. Click OK.

16 Chapter 2: Search for Data Assets

C H A P T E R 3

Customize SearchThis chapter includes the following topics:

• Customize Search Overview, 17

• Refine Search by the Data Asset Type, 18

• Refine by Resource Type, 19

• Refine by Last Updated Time, 20

• Refine by Data Asset Size, 21

• Refine by Attributes, 21

Customize Search OverviewAfter you search for a data asset, you can use the following search filters to refine the search results. These filters help you filter the data assets based on your requirements:

• Asset Type: The type of data asset.

• Resource Type: The resource type from where the data asset details were collected.

• Last Updated: The last time the details of the data asset were updated in the catalog.

• Size: The size of the data asset.

• The system attributes or custom attributes.

The search filters are located in the Filter By panel shown in the following image:

17

Refine Search by the Data Asset TypeYou can refine your search based on the type of data asset. You can use the Asset Type filter for refining the search.

The Asset Type FilterYou can select All from the Asset Type filter to specify that the search is applicable to all types of data assets. You can click a specific type of data asset or click multiple data assets based on your search requirement. Examples of data types are the following:

• Column

• Table

• Resource

18 Chapter 3: Customize Search

• View

For example, when you select Table from the Asset Type list, Enterprise Information Catalog lists all the data assets of type Table.

Adding Data Asset TypesBy default, Enterprise Information Catalog does not list all the data asset types in the Asset Type list. You can add data asset types that are not displayed to the Asset Type list. You can then use these data asset types to refine your search.

To add data asset types, perform the following steps:

1. Click Add. A box appears where you can type the name of the asset to be added.

2. Start typing the name of the data asset in the box. A list of matching data asset types appears.

3. Select the data asset type that you want. Enterprise Information Catalog refreshes the search results based on the type of data asset selected.

Viewing all the Data Asset TypesYou can view all the data asset types that are not listed in the Asset Type list. You can then add the required data asset types to the Asset Type list and refine your search.

Perform the following steps to add data asset types:

1. Click show all. The Select Asset Type dialog box appears.

Note: The show all option appears if the number of data assets is more than five in the catalog.

2. Select the types of data assets from the Name column as required.

3. Click OK. Enterprise Information Catalog refreshes the search results based on the attribute selected.

Refine by Resource TypeYou can search for data assets based on specific data sources.

The Resource Type FilterYou can select All from the Resource Type list to specify that the search is applicable to all the data source types.

Adding Resource TypesBy default, Enterprise Information Catalog does not display all the data sources in the Resource Type list. You can add data sources that are not displayed to the Source list. You can then use these sources to refine your search. To add data sources to the Resource Type list, perform the following steps:

1. Click Add. A box appears where you can type the name of the data source to be added.

2. Start typing the name of the data source in the box. A list of matching data sources appears.

3. Select the data source that you want. Enterprise Information Catalog refreshes the search results based on the type of data source selected.

Refine by Resource Type 19

Viewing all the Resource TypesYou can view all the data source types that are not listed in the Resource Type list. You can then add the required data source types to the Resource Type list and refine your search. Perform the following steps to view all the data source types:

1. Click show all. The Select Resource Type dialog box appears.

Note: The show all option appears if the number of resource types is more than five in the catalog.

2. Select the required data sources from the Name column.

3. Click OK. Enterprise Information Catalog refreshes the search results based on the type of data source selected.

Refine by Last Updated TimeYou can search for data assets based on when the information about the data asset was last updated in the catalog.

You can select one of the following options from the Last Updated list:

Option Description

Today Displays the search results for data asset details updated on the present day.

Yesterday Displays the search results for data asset details updated on the previous day.

Last 7 days Displays the search results for data asset details updated during the last seven days.

Last 1 month Displays the search results for data asset details updated during the last one month.

Last 6 months Displays the search results for data asset details updated during the last six months.

Last 1 year Displays the search results for data asset details updated during the last year.

From the beginning Displays the search results for data asset details present in the catalog from the time the catalog was created.

Custom Displays the search results based on a range of dates specified by you. To specify the date ranges, perform the following steps:1. Select the Custom option from the Last Updated list.2. Click the boxes to launch the calendar and select the date ranges.3. Click GO to display the search results.

20 Chapter 3: Customize Search

Refine by Data Asset SizeYou can search for data assets based on the size of the data asset. Enterprise Information Catalog displays multiple ranges for the sizes based on the data assets in the resources.

You can use any of the following options listed:

• Select All to specify that data assets of all sizes must be considered for a search.

• Select a specific range listed.

• Specify a range for the data asset sizes if you do not find the range of data asset in the displayed list.To specify a range of sizes for the searched data assets, type the ranges in the boxes provided and click GO.

Refine by AttributesYou can refine your search based on the system attributes or the custom attributes listed.

You can select All from the attribute list to select all the attributes included in the specific attribute type.

Adding Attributes1. Click Add.

2. Start typing the name of the attribute in the box. A list of matching attributes appears.

3. Select the attribute that you want. Enterprise Information Catalog refreshes the search results based on the attribute selected.

Viewing all the Attributes1. Click show all. The attribute dialog box appears.

Note: The show all option appears if the number of attributes defined is more than five.

2. Select the required attributes and the included attributes from the Name column.

3. Click OK.

Refine by Data Asset Size 21

C H A P T E R 4

View Data AssetsThis chapter includes the following topics:

• View Data Assets Overview, 22

• Data Asset Details, 22

• Data Asset Lineage, 24

• Data Asset Relationship, 26

View Data Assets OverviewBased on your search, from the list of data assets displayed, you can click a data asset to view additional details about the data asset.

Enterprise Information Catalog displays additional details about the selected data asset in the following tabs:

• Overview: The tab displays the details about the data asset. Details include the type of the data asset, the last time the data asset was updated, and the data source, along with other details.

• Lineage: The tab displays the lineage for the data asset selected. The lineage diagram shows the end-to-end data flow for the selected data asset.

• Relationship: The tab displays the relationships between the selected data asset and other data assets in the catalog.

Data Asset DetailsYou can see the details of the selected data asset from the Overview tab. The banner at the top displays a summary of the selected data asset with the following details:

• The type of the data asset.

• The time and date at which the details of the data asset was last updated in the catalog.

• The source type for the data set.

• The parent data asset for the selected data asset. For example, for a column, the banner displays the name of the table that includes the selected column.

The Overview tab as shown in the following image, displays the following details about the data asset:

22

• System Attributes: Displays the system attributes associated with the selected data asset along with the values for the attributes.

• Custom Attributes: Displays the custom attributes associated with the selected data asset along with the values configured for the custom attributes.

Based on the type of the data asset selected, Enterprise Information Catalog displays additional details for the data asset.

See the following table for the additional details displayed for some of the common types of data assets:

Data Asset

Description

Table - Columns: Displays the profiling information about the data in the data asset if your selected data asset is a table:- Name: The name of the column in the table. Click a column to view the details for that column.- Null Unique Non Unique: The number of null, unique, and non unique values in the columns.- Datatype: The basic type of data, namely number, character, or date.- Inferred Datatype: The type of data stored in the database that is derived from the basic type of

data defined in Datatype. For example, string for character type data, decimals for numeric data, or time for date data type.

- Data Domains: Data that matches patterns defined earlier. For example, the format of the Social Security Number, bank account numbers, and credit card numbers.

Note: You can sort the listed details in the Columns section based on any of the details by selecting the respective header for that detail. For example, selecting the Name header sorts the listed data alphabetically in the ascending or the descending order.

Column - Value Distribution: Displays a color-coded representation of the null, unique, and non unique data values in the columns.

- Pattern: Displays the percentage of data values grouped into ranges.- Inferred Data Types: The percentage of the type of data derived from the basic data type defined.- Data Domains: Data that matches patterns defined earlier. For example, the format of the Social

Security Number, bank account numbers, and credit card numbers.

Resource - A list of records included in the resource with the name and the type of record.- Resource Contains: Displays the list of assets in the resource.- A panel that displays the time when the resource was last scanned along with the status of the last

scan.

View Same as the additional details displayed for a table data asset.

Enterprise Information Catalog displays the Properties panel for other data assets such as schemas, reports, and mappings. If you select a data domain, Enterprise Information Catalog displays all the columns where the

Data Asset Details 23

data domains exist in the catalog along with a percentage value. This value indicates the percentage of entries in the column that match with the data domain selected.

Data Asset LineageData lineage shows the start point of the data, describes the path, and shows how the data asset arrives at the end point. The lineage diagram shows the end-to-end data flow for the selected data asset.The Lineage tab displays the lineage for the data asset selected as shown in the following image:

You can use the following icons to view the lineage diagram based on your requirements:

• Use the Zoom in ( ) icon to increase the magnification and the Zoom out icon ( ) to decrease the magnification.

• Click the Show Adjacent Assets icon to toggle between displaying and hiding the immediate neighboring data assets.

• Click to reset the lineage diagram back to the initial view size.

Expanded Lineage ViewThe ellipsis (...) in a lineage diagram indicates that there are more objects in the data flow. You can place

your pointer on any data asset upstream (origin) or down stream (end point) in the data flow to view the

24 Chapter 4: View Data Assets

icon. Click this icon to display the Expand Lineage Path option as shown in the following image:

Note: Click the number with a plus sign (+) in the origin or the end point to view all the data assets included.

Click Expand Lineage Path to view all the data assets between the selected data asset and the start point or the end point as shown in the following image:

Data Asset Lineage 25

Note: Click any of the data assets listed on the lineage diagram to view a summary of the details for that data asset.

Data Asset RelationshipYou can view the relationships between the selected data asset and other data assets in the catalog.The Relationship tab displays the relationship in a diagram that shows how the selected data asset is related to the other data assets:

You can use the following icons to view the relationship based on your requirements:

• Use the Zoom in ( ) icon to increase the magnification and the Zoom out icon ( ) to decrease the magnification.

• Click the Show Data Domains option to toggle between displaying and hiding the data domains included in the selected data asset. For example, the diagram shows that there are five data domains included in the selected data asset table.This option changes based on the data asset that you selected. For example, if you had selected a view that has related tables, you get the option Show Tables to show the tables related to that view. Similarly, if you had selected a table that has related views, you get the option Show Views to view all the views associated with the selected table.

• Click to reset the relationship diagram back to the initial view size.

In the sample image shown, the number (5) at the top of the related asset (Data Domains) in the diagram represents the number of data domains included in the selected data asset (PRODUCT_BKP table). You can click this number to display all the data domains included in the table.

You can click this number to display all the data domains included in the table. as shown in the following image:

26 Chapter 4: View Data Assets

Note: Click an asset to view a summary of the details for that asset.

Click Show All. The Data Domains dialog box appears. You can view all the data domains included in the selected data asset in this dialog box.

Data Asset Relationship 27

C H A P T E R 5

Configure Search FiltersThis chapter includes the following topics:

• Configure Search Filters Overview, 28

• Configuring Data Asset Types, 29

• Configuring System Attributes, 29

• Configuring Custom Attributes, 30

Configure Search Filters OverviewYou can configure Enterprise Information Catalog to change the search filters based on the data asset type, the system attributes, or the custom attributes.

Based on the configuration, Enterprise Information Catalog displays the configured filters on the Filter by panel on the search results page.

28

Configuring Data Asset TypesEnterprise Information Catalog displays the data asset types that you configure, in the Asset Type filter in the Filter by panel. You can use the configured data types to refine the search. Perform the following steps to configure the required data types:

1. Click Application Configuration.

The Application Configuration dialog box appears as shown in the following image:

2. Select the required data asset types from the Asset Types section.

3. Click Save.

Enterprise Information Catalog adds the selected data types to the Asset Type list on the Filter by panel.

Configuring System AttributesEnterprise Information Catalog displays the system attributes that you configure, in the Filter by panel. You can use the configured system attributes to refine the search. Perform the following steps to configure the required system attributes:

1. Click Application Configuration.

The Application Configuration dialog box appears.

2. Click System Attributes.

The list of available system attributes appears as shown in the following image:

Configuring Data Asset Types 29

3. Select the required system attributes and select the following details for each attribute based on your requirements:

• Display in Search Results: Displays the attribute in search results.

• Display in Object Overview: Displays the attribute in the Properties section on the Overview tab.

• Allow Sorting: Allows you to sort the data assets based on the attribute.

• Allow Filtering: Allows you to make the attribute a search filter on the Filter by panel.

4. Click Save.

The selected system attributes appear on the Filter by panel.

Configuring Custom AttributesEnterprise Information Catalog displays the custom attributes that you configure, in the Filter by panel. You can use the configured custom attributes to refine the search. Perform the following steps to configure the required custom attributes:

1. Click Application Configuration.

The Application Configuration dialog box appears.

2. Click Custom Attributes.

The list of available custom attributes appears as shown in the following image:

30 Chapter 5: Configure Search Filters

3. Select the required custom attributes and select the following details for each attribute based on your requirements:

• Display in Search Results: Displays the attribute in search results.

• Allow Searching: Allows you to search based on the attribute. You can specify the search priority for the attribute in the Search Rank list by selecting one of the following options:

- Low

- Medium

- High

• Display in Object Overview: Displays the attribute in the Properties section on the Overview page.

• Allow Sorting: Allows you to sort the data assets based on the attribute.

• Allow Filtering: Allows you to make the attribute a search filter on the Filter by panel. For custom attributes that are numeric, you can select one of the following options from the Filter Type list to specify how you want to specify the range of values for the filter:

- Slider: displays a slider below the attribute name on the Filter by panel. The slider displays the lowest value configured for the attribute on the left side of the slider and the highest value on the right side of the slider. You can move the slider to the position required to select the required value for the filter. The selected value and the highest value for the filter appear in the boxes below the slider.

- Range: displays boxes below the attribute name on the Filter by panel. You can specify the range of values in these boxes for the filter and click GO to perform the filtering.

• Allow Editing: Allows you to edit the properties of the attribute.

4. Click Save.

The selected custom attributes appear on the Filter by panel.

Configuring Custom Attributes 31

Index

Aadditional details 16additional search options 14annotate 16asset relationship 26assign custom attributes 16attributes 21

Bbusiness example

use cases 10

Ccustom attributes 30customize search 17

Ddata asset

overview 22data asset size 21data asset type

search 18data asset types 29data asset,additional details 16

Eenrich 16expanded lineage 24

Ffilter

attributes 21resource type 19

GGraphical User Interface 8

Iinterface 8

Llast updated time 20lineage 24log in 10

Ooverview 8

Rrefine

search 17refine by

attributes 21data asset type 18last updated time 20resource type 19size 21

relationship 26

Ssearch 13search filters 17search results,sort 15search suggestions 14sort 15system attributes 29

Vview additional details 16

Wwildcard search 14

32