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.

    Map Spec Grid View

  4. Select a row.
  5. Right-click an environment and hover over Lineage Analyzer.
  6. The options available for Lineage Analyzer appear.

    Lineage Analyzer Env

  7. 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.
  8. For example, when you hover over Reverse, All Projects and By Project appear as options.

    Lineage Reverse Env

  9. 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.
    Lineage Report Sys by Project
    By default, all projects are selected. Clear the check boxes for the projects that are not required. Then, click Icon Save User.
    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.
    Rev Lineage Env
  10. 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 Legends. Hovering over an environment displays an Icon View Object Details Lineage icon. Clicking this icon opens the object's properties.
      Env Lineage Graphical View

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

  11. Use the following options to work on the lineage in graphical view:

    Search (Icon Lineage Search)

    Use this option to search for environments that you want to see on the lineage.

    Type in the search box to see a list of related environments that are available on the lineage.

    Icon Lineage Search Options Env
    Filter Objects (Icon Lineage Filter Objects)

    Use this option to filter and display required environments in the lineage view.

    Environment Lineage Filter Object

    The unselected objects are replaced with black dots on the lineage diagram.

    Environment Lineage Filtered Objects
    Switch View (Icon Lineage Switch View)

    Double-click an object to see Switch View option. Use this option to switch the level of objects displayed and see the system, environment, or table in which the object is located.

    Icon Lineage Switch View Options
    Options (Icon Lineage 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.

    Lineage System Options
    Export (Icon Lineage Exports)

    Use this option to export the lineage. Click Icon Lineage Exports and use the following options:

      • Image (Icon Lineage Export As Image): Use this option to download the lineage as an image, in the .JPG format. Ensure that you expand the required nodes in a lineage before downloading the lineage as image.

      • PDF (Icon Lineage Export As Pdf): Use this option to download the lineage report in the .PDF format. Ensure that you expand the required nodes in a lineage before downloading the lineage report as PDF.

      • Excel (Icon Lineage Export As Excel): Use this option to download the lineage report in the .XLSX format. Ensure that you expand the required nodes in a lineage 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.
      Lineage Path Env
      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.

Fwd Lineage Env

Reverse Lineage

Use this option to view reverse lineage of the environment.

Rev Lineage Env

Dual Lineage

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

Dual Lineage Env

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 Icon Sensitive Indicator.

Sdi Env Lineage

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.

Lineage Ln Env

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.

Lineage Eln Env

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.

Lineage Dq Score Env

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.

Lineage Auto Layout Env

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.

Env Lineage Overview

Overview Pane

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