Using Metadata Manager

Metadata Manager enables you to create, scan, and manage metadata for your organization and get insights into the assets using the Dashboard. It unlocks the ability to view lineage, mind map, configure asset sensitivity, and support the administrators and data owners in maximizing asset management capabilities. This module helps you locate and manage your systems, environments, tables, and columns in a hierarchy.

To access the Metadata Manager, go to Application Menu > Data Catalog > Metadata Manager.

Based on your configuration, either the Dashboard tab or the Explore tab opens. To configure the landing tab, click on the top-right corner to set either of the following tabs as default:

Dashboard

The Dashboard tab displays a snapshot of the underlying data in the Metadata Manager. This includes information about technical assets, their sensitivity, associations, and usage in mappings. For more details on the Dashboard tab, refer to the Viewing Metadata Manager Dashboard topic.

Explore

The Explore tab is the primary work area. It displays the scanned or imported metadata in a card format and lets you manage metadata. You can effortlessly search, view, and compare assets. Access systems and environment, filter assets based on database type, and use Metadata Options to perform system level configurations.

UI Section

Function

1-Asset Filter

Use this pane to filter assets based on the database type.

By default, the Filter By Database Type option is switched on. You can switch this off to hide this pane.

2-Asset Catalog

Use this pane to view or work on systems and environments in your organization. You can drill down to access the tables and columns of an asset.

For more information about using this pane, refer to Using Asset Catalog.

The Metadata Manager's Explore tab enables you to manage your datasources and metadata. The following sections explain how to use the Explore tab and access assets.

Using Asset Catalog

The Asset Catalog pane gives you easy access to all your assets on a single page. You can view systems and environments in a card format, search for assets, and access system level options.

The following sections will walk you through the key features of the Asset Catalog pane:

Accessing Assets

From the Asset Catalog pane, you can navigate to a system or an environment and view their details.

Hover over a system and click to view system details. Or click an environment tile to view environment details.

The screenshot below displays the metadata workspace and the UI sections. This workspace allows you to scan metadata from data sources, associate technical assets with other assets, view mind maps, analyze data lineage, and so on.

UI Section

Function

1-Asset Hierarchy

Use this section to view the drilled-down asset hierarchy indicating your navigation across the module. You can click the asset name to view that asset and access the asset options to manage metadata.
For example, the image below displays the hierarchy of assets as breadcrumbs.

2-Data Catalog

Use this pane to browse through your stored metadata hierarchically, such as System > Environment > Table > Column.

3-Workspace Pane

Use this pane to view or work on the data based on your selection in the Data Catalog.

On the Explore tab, select an environment tile to view stats about environments in the Statistics section. This section displays environment's Total Primary Key Column, Total Foreign Key Columns, Tables and Columns with Expanded Logical Name, DQ Score, and Impact Score.

Apart from environment statistics, the Data Dictionary tab displays data quality analysis results, such as DQ Score, Impact Score, and Drift Alert from DQLabs. You can drill down and view table or column level data quality analysis.

Managing metadata involves the following: