User Interface

To get you started with using erwin Data Intelligence (erwin DI), this topic walks you through the erwin DI User Interface (UI), its components, and their functions.

Once you have installed erwin DI, follow these steps to access and use it:

  1. Start erwin DI.

    2. The Login page appears and displays the license information link at the bottom of the page.

  2. Enter your credentials.
  3. Select the I accept & agree to the terms of the Software Transaction Agreement check box.
  4. Click Sign In.

After a successful login, the following page appears.
Alternatively, you can setup a Single Sign-On (SSO) for login. For more details on configuring SSO, refer to the SSO Configuration Guide.

By default, the landing module is set to the Mapping Manager. You can change this under your account settings.

UI Section

Function

1-Navigation Pane

Application Menu: Click this icon to access modules of erwin DI. For more information, refer to the Application Menu section.

Messaging Center: Click this icon to view notifications and messages.

Search: Use this feature to search for a keyword based on the module that you are working in.

Search Options: Click this icon to set the search criteria.

Help: Click this icon to access the context sensitive help.

Bookshelf: Click this icon to access the erwin DI bookshelf.

Options: Click this icon to manage your profile options.

  • Suggestions: Share your suggestions in the User Community.

  • My Settings: Change your language preference and password. For more information, refer to the My Settings section.

  • My Dashboard: View your activity report and mapping assignments.

  • My Profiles: View your profiles.

  • My Workflow Queue: View and update your workflow queues.

  • About us: View version information about your erwin DI app.

  • Logout: Log out of the application.

2-Workspace Mappings

Use this pane to browse and work on different projects and mappings.

3-Published Mappings

Use this pane to browse through published mappings and export them, if needed.

4-Central Pane

Based on your selection in the Workspace Mappings pane, use this pane to view or work on the data.

5-Mapping Manager Dashboard

Use this pane to view statistics related to mappings and projects in the Mapping Manager.

Application Menu

To access the Application Menu, click .

The Application Menu classifies the functional modules in different categories. Select a category to view its modules. Refer to the following table for a list of categories and their relevant modules.

Category

Modules

Discover Assets
  • Discover Assets

My Action Center
  • My Action Center

Data Catalog
  • Resource Manager
  • Metadata Manager
  • Mapping Manager
  • Codeset Manager
  • Reference Data Manager
  • Requirements Manager
  • Release Manager
  • Test Manager

Data Marketplace
  • Data Marketplace

Data Literacy
  • Business Glossary Manager
  • AIMatch

Data Quality
  • Data Quality

Platform Dashboard
  • Platform Dashboard

Miscellaneous
  • Enterprise Tags
  • Reporting Manager
  • Workflow Manager
  • Download Template
  • Plugins
  • Automation Framework

Settings
  • Mapping Manger
  • Metadata Manager
  • Codeset Manager
  • Release Manager
  • Test Manager
  • Requirements Manager
  • Business Glossary Manager
  • Miscellaneous
  • License Key
  • Plugins

My Settings

To access settings, go to Options > My Settings.

The My Settings page appears. By default, the Language Preference tab opens.

Use the following tabs to update language and password:

    Language Preference

    Select your preferred language from the Language Preference dropdown menu and click Update Language.

    Password

    Update your current password to a new one and click Update Password. Also, you can use the Reset button to clear all the password fields.