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.

This topic walks you through the following:

Viewing Lineage

To run lineage 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 .
    The environment's reverse lineage is generated based on the options you selected. Similarly, you can generate forward, and dual lineage for an environment. By default, the lineage appears in Graphical View.
  7. You can click Graphical View or Grid View to switch between them:

    • Graphical View: The graphical view displays the lineage of the environment in a graphical format. Selecting an environment on the graphical view displays its properties in the Node Properties pane and Legends.
      On the Node Properties pane, click to view the selected object's properties in a new window.

    • Grid View: The grid view displays the lineage of the environment system in a tabular format. You can view the source and target system associated with the selected system.

  8. Use the following options to work on the lineage in graphical view:
    Options ()
    Use this option to view lineage types, business properties and customizations options. For more information on lineage options, refer to the Working on Lineage section.
    Export to Image ()
    Use this option to download the lineage view as an image, in the .jpg format. Ensure that you expand the required nodes in a linage before downloading the lineage image.
    Export to PDF ()
    Use this option to download the lineage report in the .pdf format. Ensure that you expand the required nodes in a linage before downloading the lineage report as PDF.
    Export to Excel ()
    Use this option to download the lineage report in the .xlsx format. Ensure that you expand the required nodes in a linage before downloading the report.

On the lineage, expand a system node, and select a table to view its lineage path. The environment is highlighted in blue color, its forward lineage path appears in red, and its reverse lineage path appears in blue. Systems and environments that are not part of a lineage path disappear.

Right-click a path around the selected object to highlight its path of the source or target in the lineage.

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.

Use the following options to work on lineage:

Forward Lineage

Use this option to view forward lineage of the environment.

Reverse Lineage

Use this option to view reverse lineage of the environment.

Dual Lineage

Use this option to view dual lineage, which includes both forward and reverse lineage of the environment.

Sensitivity Indicator

Use this option to view sensitivity of the environments in the lineage. You can expand the environment node to view sensitive tables. The sensitive assets are indicated using .

Logical Name

Use this option to view expanded logical names of the tables and columns in an environment in the lineage. You can expand a system node to view environments and tables.

For example, the following image displays the table's logical name in the lineage.

Expanded Logical Name

Use this option to view expanded logical names of the tables and columns in an environment in the lineage. You can expand a system node to view environments, tables, and columns.

For example, the following image displays the table's expanded logical name in the lineage.

DQ Tool Score

Use this option to view the data quality score of the environments, tables, and columns in the lineage. You can expand a system node to view data quality scores for environments, tables, and columns.

For example, the following image displays the data quality score in the lineage.

Auto Layout

Use this option to rearrange the layout of the lineage automatically.
For example, the following image displays the rearranged object layout with respect to the previous screenshot.

Overview Lineage

Use this option to view the lineage excluding systems and environments that do not exist in the Metadata Manager. When this option is switched off, the views include systems and environments, that do not exist in the Metadata Manager.

For example, the following image displays lineage excluding assets that do not exist in Metadata Manager.

Overview Pane

Use this option to remove the overview pane from the graphical view.