Environment

You can run forward and reverse lineage analysis to trace metadata at the environment level. Forward lineage analysis generates lineage with the environment as source. And, reverse lineage analysis generates lineage with the environment as target. The Dual-Combined View lineage analysis generates a lineage, which includes both forward and reverse lineage.

Viewing Lineage

To run lineage analyzer at the environment level, follow these steps:

  1. Go to Application Menu > Data Catalog > Mapping Manager.
  2. In the Workspace Mappings pane, click the required mapping.

    3. The Mapping Specification grid appears.

  3. Select a row.
  4. Right-click an environment and hover over Lineage Analyzer.

    5. The options available for Lineage Analyzer appear.

  5. Hover over any one of the following:
    • Forward: Use this option to view forward lineage.
    • Reverse: Use this option to view reverse lineage.
    • Dual - Combined View: Use this option to view combined forward and reverse lineage.

    6. For example, when you hover over Reverse, All Projects and By Project appear as options.

  6. Use the following options:
    All Projects
    Use this option to include all the projects in lineage analysis.
    By Project
    Use this option to select projects for lineage analysis.
    By default, all projects are selected. Clear the check boxes for the projects that are not required. Then, click .

    7. The environment's lineage is generated based on the options you selected.

Working on Lineage

Lineage of an environment shows how metadata moves through environments. It provides a summary of tables used as source and target. Also, it gives information about the environments and tables involved in the lineage.

For example, the following image displays an environment's lineage.

Use the following options:

Logical Name

Use this option to view logical names of the tables in the lineage.

For example, in the following lineage, the table names are replaced with their logical names.

Expanded Logical Name

Use this option to view expanded logical names of the tables in the lineage.

For example, in the following lineage, the table names are replaced with their expanded logical names.

Sensitive Data Indicator

Use this option to view sensitivity of tables in the lineage.

For example, the following lineage, displays the sensitivity of the tables.

Overview Lineage

Use this option to switch between detailed and overview lineage view.

Detailed lineage view: This view is helpful to technical users like ETL developers. When you reverse engineer ETL jobs or SQL scripts, the lineage might contain temporary tables, ETL components (filters, joiners, routers etc.). This view includes environments and tables that do not exist in Metadata Manager.

For example, the following lineage displays the erwinDOC environment and CustDetails table. These, do not exist in the Metadata Manager.

Overview lineage view: This view is helpful to business users. It excludes environments and tables that do not exist in the Metadata Manager.

For example, the following lineage does not display erwinDOC environment and CustDetails table. These, do not exist in the Metadata Manager.

Collapse/Expand ()

Use this option to switch between collapsed and expanded view. The expanded view includes tables involved in the lineage and the collapsed view excludes tables in the lineage.

For example, in the following lineage the collapsed view does not display tables involved in the lineage.

Auto Expand/Autofit ()

This switch is enabled when you use the expanded view (). Use this option to switch between the Auto Expand view and Auto Fit view. The Auto Expand view shrinks the space for the list of tables and the Autofit view expands the space to fit the list of tables.

For example, the following lineage displays the Auto Expand view.

Export to Image ()

Use this option to download the lineage in the JPG format.

Export to PDF ()

Use this option to download the lineage in the PDF format.

Export to Excel

Use this option to download the lineage in the XLSX format.

Highlighting Lineage Path of a Table

To highlight a table's lineage path, click the table. The table is highlighted in orange color, its forward lineage path appears in red, and its reverse lineage path appears in blue.

Environments that are not part of a lineage path disappear.

For example, in the following lineage, the TechPubs environment disappears in the lineage path with respect to the dbo.Categories table.

Environment Details

By default, this pane displays properties of an environment for which, you ran lineage analysis. You can click an environment in the lineage to view its properties in this pane.

Table Details

By default, this pane displays a list of tables under the environment for which, you ran lineage analysis.

You can click an environment in the lineage to view list of tables under the environment. You can then click <Table_Name> to view lineage of the table.

Tables that are not involved in lineage, are not included in the list.

Extended Properties

By default, this pane displays the extended properties of an environment for which, you ran lineage analysis. You can click an environment in the lineage to view its extended properties in this pane.

For more information, on configuring extended properties of an environment, refer to the Environment topic.

Summary

This pane displays a summary of the lineage report. It gives information about number of tables acting as source, target, or both in the lineage.