Attributes of LMDF Object Templates
The document showcases details of the Attributes that are available in all the templates of Load Metadata from Files.
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It is essential to fill in details marked with asterisks to ensure successful template upload. Additionally, it is mandatory to choose one of the Action options for ensuring appropriate changes in the application:
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Schemas
The templates allows allows users to update metadata attributes into their preferred connectors and schemas.
Template: The template displays an empty Excel sheet (xlsx file format) with predefined headings. Users can add the metadata by entering the respective connection name and schema name. Additionally, users have the capability to create new schemas exclusively for the Manual connector, a feature supported by OvalEdge. These added schemas are accessible and viewable in the data catalog as well.
Template with Data: This template downloads all the existing attributes of the connector-schemas, showcasing details that are already in place. Users can add/modify/delete the existing metadata by changing the respective fields and setting up the action as needed.
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Schema |
Mandatory |
Details |
|
Connection Name* |
✅ |
Enter the specific Connection name for which the attribute details need to be altered, whether for adding, modifying, or deleting. |
|
Schema Id |
No |
It displays the Schema Id when Template with Data is downloaded. |
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Schema Name* |
✅ |
Update Attribute Details: Enter the Schema Name for which the attribute details need to be altered, whether for adding, modifying, or deleting data. Create New Schema: Input the desired schema name. For this scenario to be effective, ensure that the connector name is entered as "Manual Connector”. |
|
Title |
No |
Provide a Title name for the schema. If no Title is given then by default the Schema Name is taken as the Title. |
|
Business Description |
No |
Input a Business Description to offer business context to the schema and define its function to end users. |
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Business Description Text Plain |
No |
When Template with Data is downloaded, this field displays the Business Description in plain text format if the original description contains HTML formatting. |
|
Technical Description |
No |
Provice a Technical Description to include technical details about the schema. |
|
Technical Description Text Plain |
No |
When a user downloads Template with Data in case Technical description contains some html format this field displays Technical Description in plain text format |
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TagNames |
No |
Add New Tags: Create new tags by entering new tag names, separated by commas. Modify: Associate tags to the schema by entering their names, separated by commas. |
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Term(domain.term) |
No |
Add New Terms: Create new terms by entering new term names, separated by commas. The term can be given by inputting it in domain.term format. Modify: Users can associate Term(s) by giving input in the domain.term format. The term entered must be present in OvalEdge before it can be associated. |
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Notify |
No |
Users may input either "Yes" or "No". "Yes" indicates that notifications will be sent to the Owner/Steward whenever the object is added or modified. "No" signifies that no notifications will be sent. |
|
Steward(UserId) |
No |
Displays steward Id when the template with data is downloaded. |
|
Steward(UserName) |
No |
Enter the Steward Name. The existing users with author license can only be entered. |
|
Custodian(UserId) |
No |
Displays the Custodian User Id when Template with Data is downloaded |
|
Custodian(UserName) |
No |
Enter the Custodian Name.The existing users with author license can only be entered. |
|
Owner(UserId) |
No |
It displays the Owner User Id when Template with Data is downloaded |
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Owner(UserName) |
No |
Enter the Owner Name. The existing users with author license can only be entered. |
|
Governance Roles 4,5,6(UserId) |
No |
It displays the governance role 4,5,6 user id when Template with Data is downloaded |
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Governance Roles 4,5,6(UserName) |
No |
Enter the users for GovernanceRole4, GovernanceRoles5, and GovernanceRole6 in the respective fields. The existing users with author license can only be entered. |
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tcf |
No |
tcf refers to a Text Custom Field defined in the Administration > Custom Fields > tcf tab. Users can enter the additional details of the object up to 50 tcf. |
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ncf |
No |
ncf refers to a Number Custom Field defined in the Administration > Custom Fields > ncf tab. Users can enter the additional details of the object up to 15 ncf. |
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ccf |
No |
ccf refers to a Code Custom Field defined in the Administration > Custom Fields > ccf tab. Users can enter the additional details of the object up to 15 ccf. |
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dcf |
No |
dcf refers to a Date Custom Field defined in the Administration > Custom Fields > dcf tab. Users can enter the additional details of the object up to 15 dcf. |
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Action |
Yes |
Dropdown containing values Add/Modify/Delete/NoAction to indicate what step to be taken for the respective metadata |
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Action Status |
No |
Indicates the Success/Failure status for Action after the file is uploaded and Load Data step is completed. |
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Action Success Message |
No |
This field provides the information regarding successful completion of the respective action |
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Action Failure Message |
No |
This field provides the reason for failure if the respective action is not completed successfully. |
Tables
It helps users to create new tables in Manual Connectors or update the metadata of existing tables. The table below displays all the table fields included in the template.
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Table |
Mandatory |
Details |
|
Connection Name* |
Yes |
Enter the specific Connection name from the crawler page for which the Table is Added/Modified/Deleted. |
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Schema Name* |
Yes |
Enter the Schema name from the data catalog page to which the Table is created. Note: Schema needs to be present before creating a new table. |
|
Table Id |
No |
It displays the Table Id when Template with data is downloaded |
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Table Name* |
Yes |
Enter the table name if a new table needs to be created or provide the existing table name if the metadata needs to be updated. |
|
Title |
No |
It is an optional field. If no Title is given then by default the Table Name is taken as the Title. |
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Business Description |
No |
Users can enter a Business Description to provide a clear understanding of the data and its function. |
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Business Description Text Plain |
No |
When a user downloads Template with Data in case Business description contains some html format this field displays Business Description in plain text format |
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Technical Description |
No |
Users can enter a Technical Description to include additional details about the data object. |
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Technical Description Text Plain |
When a user downloads Template with Data in case Technical description contains some html format this field displays Technical Description in plain text format |
|
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TagNames |
No |
Users can enter the Tag Names in the field provided. To associate multiple tags, separate Tag names by a comma(,). |
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Term(domain.term) |
No |
Users can associate a Term by giving input in the domain.term format. The term entered must be present in OvalEdge before it can be associated. Note: If the users do not associate a term, the field must be left blank. |
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Notify |
No |
Users can enter the value as Yes or No where No represents no notifications are sent and Yes represents notification is sent to the Owner/Steward to notify whenever the object is added or modified. |
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Certification |
No |
Certification is a stamp of approval given to a data object. Users can enter the certification type as Certify/Caution/Violation/Inactive/None. |
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Steward(UserId) |
No |
It displays the Steward Id when Template with Data is downloaded. |
|
Steward(UserName) |
No |
Enter the Steward Name. Note: The existing users in the application can only be entered. |
|
Custodian(UserId) |
No |
It displays the Custodian User Id when Template with Data is downloaded |
|
Custodian(UserName) |
No |
Enter the Custodian Name. Note: The existing users in the application can only be entered. |
|
Owner(UserId) |
No |
It displays the Owner User Id when Template with Data is downloaded |
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Owner(UserName) |
No |
Enter the Owner Name. Note: The existing users in the application can only be entered. |
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Governance Roles 4,5,6(UserId) |
No |
It displays the governance role 4,5,6 user id when Template with Data is downloaded |
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Governance Roles 4,5,6(UserName) |
No |
Enter GovernanceRole4, GovernanceRoles5, and GovernanceRole6 in the respective fields. Note: The template downloaded will have Gov Roles 4,5,6 fields if the user configured it from the Administration > Security > Governance Roles tab. |
|
tcf |
No |
tcf refers to a Text Custom Field defined in the Administration > Custom Fields > tcf tab. Users can enter the additional details of the object up to 50 tcf. |
|
ncf |
No |
ncf refers to a Number Custom Field defined in the Administration > Custom Fields > ncf tab. Users can enter the additional details of the object up to 15 ncf. |
|
ccf |
No |
ccf refers to a Code Custom Field defined in the Administration > Custom Fields > ccf tab. Users can enter the additional details of the object up to 15 ccf. |
|
dcf |
No |
dcf refers to a Date Custom Field defined in the Administration > Custom Fields > dcf tab. Users can enter the additional details of the object up to 15 dcf. |
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Action |
Yes |
Dropdown containing values Add/Modify/Delete/NoAction to indicate what step to be taken for the respective metadata |
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Action Status |
No |
Indicates the Success/Failure status for Action after the file is uploaded and Load Data step is completed. |
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Action Success Message |
No |
This field provides the information regarding successful completion of the respective action |
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Action Failure Message |
No |
This field provides the reason for failure if the respective action is not completed successfully. |
Table Columns
It helps users to create a new table column or update metadata details of existing table columns. The table below displays all the table column fields included in the Template.
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Table |
Mandatory |
Details |
|
Connection Name* |
Yes |
Enter the specific Connection name from the crawler page for which the Table Column is Added/Modified/Deleted. |
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Schema Name* |
Yes |
Enter the Schema name from the crawler page. |
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Table Name* |
Yes |
Enter the Table name for which you want to add a new table column or update an existing table column |
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Column Id |
It displays the Column Id when the Template with Data is downloaded. |
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Column Name* |
Yes |
Enter the Table Column Name that needs to be Added/Updated/Deleted. |
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Column Type* |
Yes |
Enter the type of data the column holds. |
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Title |
No |
It is an optional field. If no Title is given then by default the Table Name is taken as the Title. |
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Business Description |
No |
Users can enter a Business Description to provide a clear understanding of the data and its function. |
|
Business Description Text Plain |
No |
When a user downloads Template with Data in case Business description contains some html format this field displays Business Description in plain text format |
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Technical Description |
No |
Users can enter a Technical Description to include additional details about the data object. |
|
Technical Description Text Plain |
No |
When a user downloads Template with Data in case Technical description contains some html format this field displays Technical Description in plain text format |
|
TagNames |
No |
Users can enter the Tag Names in the field provided. To associate multiple tags, separate Tag names by a comma(,). |
|
Term(domain.term) |
No |
Users can associate a Term by giving input in the domain.term format. The term entered must be present in OvalEdge before it can be associated. Note: If the users do not associate a term, the field must be left blank. |
|
Notify |
No |
Users can enter the value as Yes or No where No represents no notifications are sent and Yes represents notification is sent to the Owner/Steward to notify whenever the object is added or modified. |
|
Certification |
No |
Certification is a stamp of approval given to a data object. Users can enter the certification type as Certify/Caution/Violation/Inactive/None. |
|
Mask |
No |
Users can hide/unhide the contents(data) of a Table Column. To hide the content enter Yes To unhide the content enter the value as No. Note: If the user does not wish to change the existing setting, then the field must be left empty. |
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Restricted |
No |
Users can restrict/unrestrict the entire Table Columns. To restrict the column, enter ‘1’ and to unrestrict the column enter ‘0’. Note: If the user does not wish to change the existing setting, then the field must be left empty. |
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Column Length |
No |
Users can define the length of the data that can be entered. |
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Steward(UserId) |
No |
It displays the Steward Id when Template with Data is downloaded. |
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Steward(UserName) |
No |
Enter the Steward Name. Note: The existing users in the application can only be entered. |
|
Custodian(UserId) |
No |
It displays the Custodian User Id when Template with Data is downloaded |
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Custodian(UserName) |
No |
Enter the Custodian Name. Note: The existing users in the application can only be entered. |
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Owner(UserId) |
No |
It displays the Owner User Id when Template with Data is downloaded |
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Owner(UserName) |
No |
Enter the Owner Name. Note: The existing users in the application can only be entered. |
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Governance Roles 4,5,6(UserId) |
No |
It displays the governance role 4,5,6 user id when Template with Data is downloaded |
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Governance Roles 4,5,6(UserName) |
No |
Enter GovernanceRole4, GovernanceRoles5, and GovernanceRole6 in the respective fields. Note: The template downloaded will have Gov Roles 4,5,6 fields if the user configured it from the Administration > Security > Governance Roles tab. |
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tcf |
No |
tcf refers to a Text Custom Field defined in the Administration > Custom Fields > tcf tab. Users can enter the additional details of the object up to 50 tcf. |
|
ncf |
No |
ncf refers to a Number Custom Field defined in the Administration > Custom Fields > ncf tab. Users can enter the additional details of the object up to 15 ncf. |
|
ccf |
No |
ccf refers to a Code Custom Field defined in the Administration > Custom Fields > ccf tab. Users can enter the additional details of the object up to 15 ccf. |
|
dcf |
No |
dcf refers to a Date Custom Field defined in the Administration > Custom Fields > dcf tab. Users can enter the additional details of the object up to 15 dcf. |
|
Action |
Yes |
Dropdown containing values Add/Modify/Delete/NoAction to indicate what step to be taken for the respective metadata |
|
Action Status |
No |
Indicates the Success/Failure status for Action after the file is uploaded and Load Data step is completed. |
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Action Success Message |
No |
This field provides the information regarding successful completion of the respective action |
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Action Failure Message |
No |
This field provides the reason for failure if the respective action is not completed successfully. |
Files
It helps users to update the metadata of Files. The table below displays the metadata fields included in the template.
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File |
Mandatory |
Details |
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Connection Name* |
Yes |
Enter the Connection name from the crawler page for the filesystem or data lake chosen. |
|
File Folder* |
Yes |
Enter the name of the folder that contains the Files. |
|
File Id |
No |
It displays the File Id when template with data is downloaded |
|
File Name* |
Yes |
Enter the name of the File that needs to be Added/Modified/Deleted. |
|
Location* |
Yes |
Enter the location path of the File. |
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File Type* |
Yes |
Enter the type of the File (Folder/File). |
|
Title |
No |
It is an optional field. If no Title is given then by default the Table Name is taken as the Title. |
|
Business Description |
No |
Users can enter a Business Description to provide a clear understanding of the data and its function. |
|
Business Description Text Plain |
No |
When a user downloads Template with Data in case Business description contains some html format this field displays Business Description in plain text format |
|
Technical Description |
No |
Users can enter a Technical Description to include additional details about the data object. |
|
Technical Description Text Plain |
No |
When a user downloads Template with Data in case Technical description contains some html format this field displays Technical Description in plain text format |
|
TagName |
No |
Users can enter the Tag Names in the field provided. To associate multiple tags, separate Tag names by a comma(,). |
|
Term(domain.term) |
No |
Users can associate a Term by giving input in the domain.term format. The term entered must be present in OvalEdge before it can be associated. Note: If the users do not associate a term, the field must be left blank. |
|
Remote Tags |
No |
Remote tags are tags listed in the remote system. Note: If the users do not wish to associate a remote tag with the data object, the field must be left blank. |
|
Notify |
No |
Users can enter the value as Yes or No where No represents no notifications are sent and Yes represents notification is sent to the Owner/Steward to notify whenever the object is added or modified. |
|
Certification |
No |
Certification is a stamp of approval given to a data object. Users can enter the certification type as Certify/Caution/Violation/Inactive/None. |
|
Steward(UserId) |
No |
It displays the Steward Id when Template with Data is downloaded. |
|
Steward(UserName) |
No |
Enter the Steward Name. Note: The existing users in the application can only be entered. |
|
Custodian(UserId) |
No |
It displays the Custodian User Id when Template with Data is downloaded |
|
Custodian(UserName) |
No |
Enter the Custodian Name. Note: The existing users in the application can only be entered. |
|
Owner(UserId) |
No |
It displays the Owner User Id when Template with Data is downloaded |
|
Owner(UserName) |
No |
Enter the Owner Name. Note: The existing users in the application can only be entered. |
|
Governance Roles 4,5,6(UserId) |
No |
It displays the governance role 4,5,6 user id when Template with Data is downloaded |
|
Governance Roles 4,5,6(UserName) |
No |
Enter GovernanceRole4, GovernanceRoles5, and GovernanceRole6 in the respective fields. Note: The template downloaded will have Gov Roles 4,5,6 fields if the user configured it from the Administration > Security > Governance Roles tab. |
|
tcf |
No |
tcf refers to a Text Custom Field defined in the Administration > Custom Fields > tcf tab. Users can enter the additional details of the object up to 50 tcf. |
|
ncf |
No |
ncf refers to a Number Custom Field defined in the Administration > Custom Fields > ncf tab. Users can enter the additional details of the object up to 15 ncf. |
|
ccf |
No |
ccf refers to a Code Custom Field defined in the Administration > Custom Fields > ccf tab. Users can enter the additional details of the object up to 15 ccf. |
|
dcf |
No |
dcf refers to a Date Custom Field defined in the Administration > Custom Fields > dcf tab. Users can enter the additional details of the object up to 15 dcf. |
|
Action |
Yes |
Dropdown containing values Modify/Delete/NoAction to indicate what step to be taken for the respective metadata |
|
Action Status |
No |
Indicates the Success/Failure status for Action after the file is uploaded and Load Data step is completed. |
|
Action Success Message |
No |
This field provides the information regarding successful completion of the respective action |
|
Action Failure Message |
No |
This field provides the reason for failure if the respective action is not completed successfully. |
File Columns
It helps users to create a File Column or update the metadata of existing File Columns. The table below displays the metadata fields included in the template.
|
File |
Mandatory |
Details |
|
Connection Name* |
Yes |
Enter the Connection name from the crawler page for the filesystem or data lake. |
|
File Folder* |
Yes |
Enter the name of the folder of the File. |
|
File Name* |
Yes |
Enter the name of the File. |
|
Location* |
Yes |
Enter the location path of the File. |
|
File Type* |
Yes |
Enter the type of the File (Folder/File). |
|
File Column Id |
No |
It displays the File Column Id when Template with Data is downloaded |
|
Column Name* |
Yes |
Enter the Column Name which needs to be Added/Modified/Deleted |
|
Column Type* |
Yes |
Enter the type of data the column holds. |
|
Title |
No |
It is an optional field. If no Title is given then by default the Table Name is taken as the Title. |
|
Business Description |
No |
Users can enter a Business Description to provide a clear understanding of the data and its function. |
|
Business Description Text Plain |
No |
When a user downloads Template with Data in case Business description contains some html format this field displays Business Description in plain text format |
|
Technical Description |
No |
Users can enter a Technical Description to include additional details about the data object. |
|
Technical Description Text Plain |
No |
When a user downloads Template with Data in case Technical description contains some html format this field displays Technical Description in plain text format |
|
TagName |
No |
Users can enter the Tag Names in the field provided. To associate multiple tags, separate Tag names by a comma(,). |
|
Term(domain.term) |
No |
Users can associate a Term by giving input in the domain.term format. The term entered must be present in OvalEdge before it can be associated. Note: If the users do not associate a term, the field must be left blank. |
|
Notify |
No |
Users can enter the value as Yes or No where No represents no notifications are sent and Yes represents notification is sent to the Owner/Steward to notify whenever the object is added or modified. |
|
Certification |
No |
Certification is a stamp of approval given to a data object. User can enter the certification type as Certify/Caution/Violation/Inactive/None. |
|
Steward(UserId) |
No |
It displays the Steward Id when Template with Data is downloaded. |
|
Steward(UserName) |
No |
Enter the Steward Name. Note: The existing users in the application can only be entered. |
|
Custodian(UserId) |
No |
It displays the Custodian User Id when Template with Data is downloaded |
|
Custodian(UserName) |
No |
Enter the Custodian Name. Note: The existing users in the application can only be entered. |
|
Owner(UserId) |
No |
It displays the Owner User Id when Template with Data is downloaded |
|
Owner(UserName) |
No |
Enter the Owner Name. Note: The existing users in the application can only be entered. |
|
Governance Roles 4,5,6(UserId) |
No |
It displays the governance role 4,5,6 user id when Template with Data is downloaded |
|
Governance Roles 4,5,6(UserName) |
No |
Enter GovernanceRole4, GovernanceRoles5, and GovernanceRole6 in the respective fields. Note: The template downloaded will have Gov Roles 4,5,6 fields if the user configured it from the Administration > Security > Governance Roles tab. |
|
tcf |
No |
tcf refers to a Text Custom Field defined in the Administration > Custom Fields > tcf tab. Users can enter the additional details of the object up to 50 tcf. |
|
ncf |
No |
ncf refers to a Number Custom Field defined in the Administration > Custom Fields > ncf tab. Users can enter the additional details of the object up to 15 ncf. |
|
ccf |
No |
ccf refers to a Code Custom Field defined in the Administration > Custom Fields > ccf tab. Users can enter the additional details of the object up to 15 ccf. |
|
dcf |
No |
dcf refers to a Date Custom Field defined in the Administration > Custom Fields > dcf tab. Users can enter the additional details of the object up to 15 dcf. |
|
Action |
Yes |
Dropdown containing values Modify/Delete/NoAction to indicate what step to be taken for the respective metadata |
|
Action Status |
No |
Indicates the Success/Failure status for Action after the file is uploaded and Load Data step is completed. |
|
Action Success Message |
No |
This field provides the information regarding successful completion of the respective action |
|
Action Failure Message |
No |
This field provides the reason for failure if the respective action is not completed successfully. |
Reports
It helps users to update the metadata of the Reports. The table below displays the metadata fields included in the template.
|
Report |
Mandatory |
Details |
|
Connection Name* |
Yes |
Enter the connection name from the crawler page for the Reporting tool. |
|
Report group Name* |
Yes |
Enter the Report Group name that contains the Report. |
|
Report ID |
Yes |
Displays the Report ID. |
|
Report Name* |
Yes |
Enter the name of the Report. |
|
Report Type* |
Yes |
Enter the Report Type (Bar chart/Dashboard/View/Tiles/Workbook). |
|
Title |
No |
It is an optional field. If no Title is given then by default the Report Name is taken as the Title. |
|
Business Description |
No |
Users can enter a Business Description to provide a clear understanding of the data and its function. |
|
Business Description Text Plain |
No |
When a user downloads Template with Data in case Business description contains some html format this field displays Business Description in plain text format |
|
Technical Description |
No |
Users can enter a Technical Description to include additional details about the data object. |
|
Technical Description Text Plain |
No |
When a user downloads Template with Data in case Technical description contains some html format this field displays Technical Description in plain text format |
|
TagName |
No |
enter the Tag Names in the field provided. To associate multiple tags, separate Tag names by a comma(,). |
|
Term(domain.term) |
No |
Users can associate a Term by giving input in the domain.term format. The term entered must be present in OvalEdge before it can be associated. Note: If the users do not associate a term, the field must be left blank. |
|
Notify |
No |
Users can enter the value as Yes or No where No represents no notifications are sent and Yes represents notification is sent to the Owner/Steward to notify whenever the object is added or modified. |
|
Certification |
No |
Certification is a stamp of approval given to a data object. User can enter the certification type as Certify/Caution/Violation/Inactive/None. |
|
Path |
No |
Enter the Report Path available in the Data Catalog. |
|
Steward(UserId) |
No |
It displays the Steward Id when Template with Data is downloaded. |
|
Steward(UserName) |
No |
Enter the Steward Name. Note: The existing users in the application can only be entered. |
|
Custodian(UserId) |
No |
It displays the Custodian User Id when Template with Data is downloaded |
|
Custodian(UserName) |
No |
Enter the Custodian Name. Note: The existing users in the application can only be entered. |
|
Owner(UserId) |
No |
It displays the Owner User Id when Template with Data is downloaded |
|
Owner(UserName) |
No |
Enter the Owner Name. Note: The existing users in the application can only be entered. |
|
Governance Roles 4,5,6(UserId) |
No |
It displays the governance role 4,5,6 user id when Template with Data is downloaded |
|
Governance Roles 4,5,6(UserName) |
No |
Enter GovernanceRole4, GovernanceRoles5, and GovernanceRole6 in the respective fields. Note: The template downloaded will have Gov Roles 4,5,6 fields if the user configured it from the Administration > Security > Governance Roles tab. |
|
tcf |
No |
tcf refers to a Text Custom Field defined in the Administration > Custom Fields > tcf tab. Users can enter the additional details of the object up to 50 tcf. |
|
ncf |
No |
ncf refers to a Number Custom Field defined in the Administration > Custom Fields > ncf tab. Users can enter the additional details of the object up to 15 ncf. |
|
ccf |
No |
ccf refers to a Code Custom Field defined in the Administration > Custom Fields > ccf tab. Users can enter the additional details of the object up to 15 ccf. |
|
dcf |
No |
dcf refers to a Date Custom Field defined in the Administration > Custom Fields > dcf tab. Users can enter the additional details of the object up to 15 dcf. |
|
Action |
Yes |
Dropdown containing values Add/Modify/Delete/NoAction to indicate what step to be taken for the respective metadata |
|
Action Status |
No |
Indicates the Success/Failure status for Action after the file is uploaded and Load Data step is completed. |
|
Action Success Message |
No |
This field provides the information regarding successful completion of the respective action |
|
Action Failure Message |
No |
This field provides the reason for failure if the respective action is not completed successfully. |
Report Columns
It helps users to update the metadata of the Report Columns in the application. The table below displays the metadata fields included in the Template.
|
Report |
Mandatory |
Details |
|
Connection Name* |
Yes |
Enter the connection name from the crawler page for the Reporting tool. |
|
Report group Name* |
Yes |
Enter the Report Group name that contains the Report. |
|
Report Name* |
Yes |
Enter the name of the Report for which the report column |
|
Report Type* |
Yes |
Enter the Report Type (Bar chart/Dashboard/view/Datasource/Workbook). |
|
ReportColumnId |
Yes |
Displays the Report Column Id for the Report Column on which the action is performed. |
|
Column Name* |
Yes |
Enter the Column Name. |
|
Column Type* |
Yes |
Enter the type of data the column holds. |
|
Title |
No |
It is an optional field. If no Title is given then by default the Report Column Name is taken as the Title. |
|
Business Description |
No |
Users can enter a Business Description to provide a clear understanding of the data and its function. |
|
Business Description Text Plain |
No |
When a user downloads Template with Data in case Business description contains some html format this field displays Business Description in plain text format |
|
Technical Description |
No |
Users can enter a Technical Description to include additional details about the data object. |
|
Technical Description Text Plain |
No |
When a user downloads Template with Data in case Technical description contains some html format this field displays Technical Description in plain text format |
|
TagName |
No |
Users can enter the Tag Names in the field provided. To associate multiple tags, separate Tag names by a comma(,). |
|
Term(domain.term) |
No |
Users can associate a Term by giving input in the domain.term format. The term entered must be present in OvalEdge before it can be associated. Note: If the users do not associate a term, the field must be left blank. |
|
Notify |
No |
Users can enter the value as Yes or No where No represents no notifications are sent and Yes represents notification is sent to the Owner/Steward to notify whenever the object is added or modified. |
|
Certification |
No |
Certification is a stamp of approval given to a data object. User can enter the certification type as Certify/Caution/Violation/Inactive/None. |
|
Path |
No |
Enter the Report Path available in the Data Catalog. |
|
Steward(UserId) |
No |
It displays the Steward Id when Template with Data is downloaded. |
|
Steward(UserName) |
No |
Enter the Steward Name. Note: The existing users in the application can only be entered. |
|
Custodian(UserId) |
No |
It displays the Custodian User Id when Template with Data is downloaded |
|
Custodian(UserName) |
No |
Enter the Custodian Name. Note: The existing users in the application can only be entered. |
|
Owner(UserId) |
No |
It displays the Owner User Id when Template with Data is downloaded |
|
Owner(UserName) |
No |
Enter the Owner Name. Note: The existing users in the application can only be entered. |
|
Governance Roles 4,5,6(UserId) |
No |
It displays the governance role 4,5,6 user id when Template with Data is downloaded |
|
Governance Roles 4,5,6(UserName) |
No |
Enter GovernanceRole4, GovernanceRoles5, and GovernanceRole6 in the respective fields. Note: The template downloaded will have Gov Roles 4,5,6 fields if the user configured it from the Administration > Security > Governance Roles tab. |
|
tcf |
No |
tcf refers to a Text Custom Field defined in the Administration > Custom Fields > tcf tab. Users can enter the additional details of the object up to 50 tcf. |
|
ncf |
No |
ncf refers to a Number Custom Field defined in the Administration > Custom Fields > ncf tab. Users can enter the additional details of the object up to 15 ncf. |
|
ccf |
No |
ccf refers to a Code Custom Field defined in the Administration > Custom Fields > ccf tab. Users can enter the additional details of the object up to 15 ccf. |
|
dcf |
No |
dcf refers to a Date Custom Field defined in the Administration > Custom Fields > dcf tab. Users can enter the additional details of the object up to 15 dcf. |
|
Action |
Yes |
Dropdown containing values Add/Modify/Delete/NoAction to indicate what step to be taken for the respective metadata |
|
Action Status |
No |
Indicates the Success/Failure status for Action after the file is uploaded and Load Data step is completed. |
|
Action Success Message |
No |
This field provides the information regarding successful completion of the respective action |
|
Action Failure Message |
No |
This field provides the reason for failure if the respective action is not completed successfully. |
Business Glossary
The Business Glossary template helps meta-write users and admin users in effectively creating or updating business glossary terms, along with their corresponding details, term associations with data objects, and term relationships. All of this is accomplished using dedicated Excel sheets for individual domains. This method serves as a comprehensive approach to building a business glossary. The article provides a detailed step-by-step walkthrough of the process, encompassing downloading, updating, and uploading procedures for seamless implementation.
It helps users to create new Terms in bulk or update existing Term details in the application.
- The downloaded .xlsx file displays a separate sheet for each Domain created in the application for the users to create and update Terms specific to the Domain. Additionally, the Related Objects and Associated Data sheets are also displayed.
- Related Objects help users to understand the current Term's relationship with other Terms or data objects in the application. The relationship type defines how two data objects relate to each other. Example: If the relationship type is set to "is a synonym to" it means that the given term is a synonym to another term or data object.
- The Associated Data sheet displays the associated data object information.It helps associate data objects with the term which helps in applying various policies on the term to the associated data objects.
The table below displays the Domain-Term fields included in the Template:
|
Terms |
Mandatory |
Details |
|
Domain Id |
No |
It displays the Domain ID when the Template with Data is downloaded. |
|
Domain* |
Yes |
Enter the Domain name. |
|
Category Id |
No |
It displays the Category Id when the Template with Data is downloaded. |
|
Category |
No |
Enter the Category name. |
|
Sub Category Id |
No |
It displays the Sub Category Id when the Template with Data is downloaded. |
|
Sub Category |
No |
Enter the Sub-category name for the selected Category. |
|
Term Id |
No |
It displays the Term Id when the Template with Data is downloaded. |
|
Term* |
Yes |
Enter the Term Name if a new Term is created or existing Term name for modifications. |
|
Term Type |
No |
Enter the Term Type as ‘General’. |
|
Status |
No |
Status refers to the Draft and Published status of a term. Note: It is recommended to upload terms in draft status. |
|
Business Description* |
Yes |
Enter the Description of the term. |
|
Description Text Plain |
No |
When a user downloads Template with Data in case Business description contains some html format this field displays Business Description in plain text format |
|
Detail Description |
No |
Detailed Description is an extension to the Business Description to include additional information about the term, |
|
Detail Description Text Plain |
No |
When a user downloads Template with Data in case Detail description contains some html format this field displays Detail Description in plain text format |
|
Tag Name |
No |
Users can enter a new tag name or add existing Tag(s) to the Term. Note: If the users do not know the Tag Name or do not wish to create a new one, they must leave the field blank To associate multiple tags, separate tag names by a comma(,). |
|
Copy Title |
No |
The Copy Title field enables users to copy the Title of the Term to the associated data object. Enter the value as Yes to enable the Copy Title. Enter the value as No to disable the Copy Title. Note: In case no value is entered, then the checkbox in the interface is unchecked by default. |
|
Copy Business Description |
No |
The Copy Business Description field enables users to copy the Business Description of the Term to the associated data object. Enter the value as Yes to enable the Copy Business Description. Enter the value as No to disable the Copy Business Description. Note: In case no value is entered, then the checkbox in the interface is unchecked by default. |
|
Copy Steward |
The Copy Steward field enables users to copy the Steward of the Term to the associated data object. Enter the value as Yes to enable the Copy Steward. Enter the value as No to disable the Copy Steward. Note: In case no value is entered, then the checkbox in the interface is unchecked by default. |
|
|
Copy Owner |
The Copy Owner field enables users to copy the Owner of the Term to the associated data object. Enter the value as Yes to enable the Copy Owner. Enter the value as No to disable the Copy Owner. Note: In case no value is entered, then the checkbox in the interface is unchecked by default. |
|
|
Copy Custodian |
The Copy Custodian field enables users to copy the Custodian of the Term to the associated data object. Enter the value as Yes to enable the Copy Custodian. Enter the value as No to disable the Copy Custodian. Note: In case no value is entered, then the checkbox in the interface is unchecked by default. |
|
|
Copy Governance Role 4,5,6 |
The Copy Governance Role 4,5,6 field enables users to copy the respective Governance Roles of the Term to the associated data object. Enter the value as Yes to enable the Copy Governance Role 4,5,6. Enter the value as No to disable the Copy Governance Role 4,5,6. Note: In case no value is entered, then the checkbox in the interface is unchecked by default. |
|
|
Mask |
No |
Users can hide/unhide the contents(data) of a Table Column. To hide the content enter Yes To unhide the content enter the value as No. Note: If the user does not wish to change the existing setting, then the field must be left empty. |
|
Restricted |
No |
Users can restrict/unrestrict the entire Columns of the associated data objects. To restrict the column, enter Yes. To unrestrict, enter No. Note: If the user does not wish to change the existing setting, then the field must be left empty. |
|
Popularity |
No |
It displays the Popularity Score of the term when the Template with Data is downloaded |
|
Published Date |
No |
It displays the Published Date & Time of the Term when the Template with Data is downloaded. |
|
Published By |
No |
It displays the user name who published the Term when the Template with Data is downloaded. |
|
Endorsement Rating |
No |
Enter the Endorsement Rating of the Term on a scale of 0-5. |
|
Endorsement Message |
No |
User can add additional information on Endorsement of the Business Glossary Term. |
|
Steward(UserId) |
No |
It displays the Steward Id when Template with Data is downloaded. |
|
Steward(UserName) |
No |
Enter the Steward Name. Note: The existing users in the application can only be entered. |
|
Custodian(UserId) |
No |
It displays the Custodian User Id when Template with Data is downloaded |
|
Custodian(UserName) |
No |
Enter the Custodian Name. Note: The existing users in the application can only be entered. |
|
Owner(UserId) |
No |
It displays the Owner User Id when Template with Data is downloaded |
|
Owner(UserName) |
No |
Enter the Owner Name. Note: The existing users in the application can only be entered. |
|
Governance Roles 4,5,6(UserId) |
No |
It displays the governance role 4,5,6 user id when Template with Data is downloaded |
|
Governance Roles 4,5,6(UserName) |
No |
Enter GovernanceRole4, GovernanceRoles5, and GovernanceRole6 in the respective fields. Note: The template downloaded will have Gov Roles 4,5,6 fields if the user configured it from the Administration > Security > Governance Roles tab. |
|
Show Classification (1-20) |
No |
To apply a classification to the Term, users can enter the value Yes. Note: The field must be left blank if no classification should be associated with the Term. |
|
tcf |
No |
tcf refers to a Text Custom Field defined in the Administration > Custom Fields > tcf tab. Users can enter the additional details of the object up to 50 tcf. |
|
ncf |
No |
ncf refers to a Number Custom Field defined in the Administration > Custom Fields > ncf tab. Users can enter the additional details of the object up to 15 ncf. |
|
ccf |
No |
ccf refers to a Code Custom Field defined in the Administration > Custom Fields > ccf tab. Users can enter the additional details of the object up to 15 ccf. |
|
dcf |
No |
dcf refers to a Date Custom Field defined in the Administration > Custom Fields > dcf tab. Users can enter the additional details of the object up to 15 dcf. |
|
Action |
Yes |
It displays 4 options in the drop-down list Add/Modify/Delete/No Action. Add - To add new terms and relevant fields for the existing Domain. Modify - To update the term name and relevant fields for the existing Domain. Delete - To delete the Term. No Action - To keep the data as is without any changes. |
|
Action Status |
No |
It displays Success/Failure as a response to the Action column. |
|
Action Success Message |
No |
This field provides the information regarding successful completion of the respective action |
|
Action Failure Message |
No |
This field provides the reason for failure if the respective action is not completed successfully. |
Related Objects
|
Related Object |
Mandatory |
Details |
|
Term Id |
No |
It displays the Term Id when the Template with Data is downloaded. |
|
Domain Name* |
Yes |
Enter the name of the Domain. |
|
Category Name |
No |
Enter the name of the Category. |
|
Sub Category Name |
No |
Enter the Sub-category name for the selected Category |
|
Term Name |
Yes |
Enter the name of the Term for which the related object needs to be added |
|
Related Object Type* |
Yes |
Enter the Object Type to which the Term relationship is built. Example: For Tables, Table Column, Business Glossary (Term), File, File Column, Report, Report Column, Query. |
|
Related Object Id |
No |
It displays the related object Id when the Template with Data is downloaded. |
|
Connection Name/Domain |
Yes |
Enter the Connection name or domain of the Related Object. |
|
Schema/FileFolder/ReportGroup/Category |
Yes |
Enter the Schema Name/File Folder Name/ Report Group Name/ Category Name. |
|
Table/File/Report/Subcategory/Dataset* |
Yes |
Enter the Table Name /File Name /Report Name /Subcategory Name /Dataset Name. |
|
Tablecolumn/fileColumn/ReportColumn/Term* |
Yes |
Enter the Table Name Column /File Name Column /Report Name Column /Subcategory Name Column /Dataset Name Column . |
|
Relationship |
Yes |
Enter any of the relation types as ‘Related to’:
|
|
Action |
Yes |
It displays 4 options in the drop-down list Add/Modify/Delete/No Action. Add - To add new terms and relevant fields for the existing Domain. Modify - To update the term name and its relevant fields for the existing Domain. Delete - To delete the Term. No Action - To keep the data as is without any changes. |
|
Action Status |
No |
It displays Success/Failure as a response to the Action column. |
|
Action Success Message |
No |
This field provides the information regarding successful completion of the respective action |
|
Action Failure Message |
No |
This field provides the reason for failure if the respective action is not completed successfully. |
Associated Data
|
Associated Data |
Mandatory |
Template |
|
Term Id |
No |
It displays the Term Id when the Template with Data is downloaded. |
|
Domain Name |
Yes |
Enter the Domain Name. |
|
Category Name |
No |
Enter the Category Name |
|
Sub Category Name |
No |
Enter the Sub Category Name |
|
Term Name |
Yes |
Enter the Term Name |
|
Object Type |
Yes |
Enter the Object Type |
|
Connection Id |
No |
It displays the Connection Id when the Template with Data is downloaded. |
|
Connection Name |
Yes |
Enter the Connection Name |
|
System Id |
No |
It displays the System Id when the Template with Data is downloaded. |
|
System Name |
Yes |
Enter the System (Schema) Name |
|
Object Id |
No |
It displays the Object Id when the Template with Data is downloaded. |
|
Object Name |
No |
Enter the Object Name |
|
Field Id |
No |
It displays the Field Id when the Template with Data is downloaded. |
|
Field Name |
No |
Enter the Field Name |
|
Action |
Yes |
It displays 4 options in the drop-down list Add/Modify/Delete/No Action. Add - To add new terms and relevant fields for the existing Domain. Delete - To delete the Term. No Action - To keep the data as is without any changes. |
|
Action Status |
No |
It displays Success/Failure as a response to the Action column. |
|
Action Success Message |
No |
This field provides the information regarding successful completion of the respective action |
|
Action Failure Message |
No |
This field provides the reason for failure if the respective action is not completed successfully. |
Tags
|
Tags |
Mandatory |
Details |
|
TagId |
No |
It displays the Tag Id when the Template with Data is downloaded. |
|
Tag Name* |
Yes |
Enter the Tag Name. It displays the Tag Name. |
|
Business Description |
No |
Enter the Business Description. |
|
Business Description Text Plain |
No |
When a user downloads Template with Data in case Business description contains some html format this field displays Business Description in plain text format |
|
Tag Type* |
Yes |
Specify whether it is Parent tag or a Child tag. |
|
tcf |
No |
tcf refers to a Text Custom Field defined in the Administration > Custom Fields > tcf tab. Users can enter the additional details of the object up to 50 tcf. |
|
ncf |
No |
ncf refers to a Number Custom Field defined in the Administration > Custom Fields > ncf tab. Users can enter the additional details of the object up to 15 ncf. |
|
ccf |
No |
ccf refers to a Code Custom Field defined in the Administration > Custom Fields > ccf tab. Users can enter the additional details of the object up to 15 ccf. |
|
dcf |
No |
dcf refers to a Date Custom Field defined in the Administration > Custom Fields > dcf tab. Users can enter the additional details of the object up to 15 dcf. |
|
Action |
Yes |
Dropdown containing values Add/Modify/Delete/NoAction to indicate what step to be taken for the respective metadata |
|
Action Status |
No |
Indicates the Success/Failure status for Action after the file is uploaded and Load Data step is completed. |
|
Action Success Message |
No |
This field provides the information regarding successful completion of the respective action |
|
Action Failure Message |
No |
This field provides the reason for failure if the respective action is not completed successfully. |
Tag Relationship Hierarchy
|
Tag Relationship Hierarchy |
Mandatory |
Details |
|
Parent Tag Id |
No |
It displays the Parent Tag Id when the Template with Data is downloaded. |
|
Parent Tag Name |
No |
Enter the Parent Tag Name. |
|
Child Tag Id |
No |
It displays the Child Tag Id when the Template with Data is downloaded |
|
Child Tag Name |
No |
Enter the Child Tag Name. |
|
Action |
Yes |
Dropdown containing values Add/Modify/Delete/NoAction to indicate what step to be taken for the respective metadata |
|
Action Status |
No |
Indicates the Success/Failure status for Action after the file is uploaded and Load Data step is completed. |
|
Action Success Message |
No |
This field provides the information regarding successful completion of the respective action |
|
Action Failure Message |
No |
This field provides the reason for failure if the respective action is not completed successfully. |
Dataset
|
Dataset |
Mandatory |
Details |
|
Connection Name* |
Yes |
Enter the specific Connection name from the crawler page to which the Dataset is created. |
|
Schema Name* |
Yes |
Enter the Schema name from the crawler page to which the Dataset is created. |
|
Dataset Name* |
Yes |
Enter the Dataset name. |
|
Title |
No |
It is an optional field. If no Title is given then by default the Dataset Name is taken as the Title. |
|
Code |
Yes |
Enter the Code. |
|
Business Description |
No |
Users can enter a Business Description to provide a clear understanding of the data and its function. |
|
Technical Description |
No |
Users can enter a Technical Description to include additional details about the data object. |
|
Job Type* |
Yes |
Enter the Type of Job.(View/Procedure/Trigger/Function/SQL) |
|
SQL Type* |
Yes |
Enter the SQL type (DDL/DML/SELECT/OTHER/NO Query) |
|
Tag Names |
|
Enter the Tag Names to associate with the dataset. |
|
Term(domain.term) |
No |
Users can associate a Term by giving input in the domain.term format. The term entered must be present in OvalEdge before it can be associated. Note: If the users do not associate a term, the field must be left blank. |
|
tcf |
No |
tcf refers to a Text Custom Field defined in the Administration > Custom Fields > tcf tab. Users can enter the additional details of the object up to 50 tcf. |
|
ncf |
No |
ncf refers to a Number Custom Field defined in the Administration > Custom Fields > ncf tab. Users can enter the additional details of the object up to 15 ncf. |
|
ccf |
No |
ccf refers to a Code Custom Field defined in the Administration > Custom Fields > ccf tab. Users can enter the additional details of the object up to 15 ccf. |
|
dcf |
No |
dcf refers to a Date Custom Field defined in the Administration > Custom Fields > dcf tab. Users can enter the additional details of the object up to 15 dcf. |
|
Action |
Yes |
Dropdown containing values Add/Modify/Delete/NoAction to indicate what step to be taken for the respective metadata |
|
Action Status |
No |
Indicates the Success/Failure status for Action after the file is uploaded and Load Data step is completed. |
|
Action Success Message |
No |
This field provides the information regarding successful completion of the respective action |
|
Action Failure Message |
No |
This field provides the reason for failure if the respective action is not completed successfully. |
Lineage
|
Lineage |
Mandatory |
Details |
|
Source Connection* |
Yes |
Enter the Source Connection name from the crawler page. |
|
Source Schema* |
Yes |
Enter the Source Schema name |
|
Source Name* |
Yes |
Enter the Source Name (Table name /File name /Report name) |
|
SourceType* |
Yes |
Enter the Source Type (Table /File /Report) |
|
Target Connection* |
Yes |
Enter the Target Connection name |
|
Target Schema* |
Yes |
Enter the Target Schema name |
|
Target Name* |
Yes |
Enter the Target Name (Table name /File name /Report name) |
|
Target Type* |
Yes |
Enter the Target Type (Table /File /Report) |
|
Reference Name |
No |
Enter the data set name (query). |
|
Reference Connection |
No |
Enter the data set connection name from the crawler page. |
|
Reference Schema |
No |
Enter the data set Schema name from the crawler page. |
|
Reference Value |
No |
Enter the Query using which the Lineage is built. |
|
Transformation Notes |
No |
Enter the Description about the lineage. |
|
Column Info |
No |
Enter the description of the column. |
|
Source Column |
No |
Enter the source column name from which the data is moving. |
|
Target Column |
No |
Enter the target column name to which the data is moving. |
|
Source Object Id |
No |
It displays the Source Object Id when the Template with Data is downloaded. |
|
Target Object Id |
No |
It displays the Target Object Id when the Template with Data is downloaded. |
|
Source Column Id |
No |
It displays the Source Column Id when the Template with Data is downloaded. |
|
Target Column Id |
No |
It displays the Target Column Id when the Template with Data is downloaded. |
|
Reference Connection Id |
No |
It displays the Reference Connection Id when the Template with Data is downloaded |
|
Reference Schema Id |
No |
It displays the Reference Scheama Id when the Template with Data is downloaded |
|
Reference Id |
No |
It displays the Reference Id when the Template with Data is downloaded |
|
Action |
Yes |
Dropdown containing values Add/Modify/Delete/NoAction to indicate what step to be taken for the respective metadata |
|
Action Status |
No |
Indicates the Success/Failure status for Action after the file is uploaded and Load Data step is completed. |
|
Action Success Message |
No |
This field provides the information regarding successful completion of the respective action |
|
Action Failure Message |
No |
This field provides the reason for failure if the respective action is not completed successfully. |
Column Relationship
|
Table |
Mandatory |
Details |
|
Source Connection Name* |
Yes |
Enter the Connection name from the crawler page for the Source Column |
|
SourceSchema Name* |
Yes |
Enter the Source Schema name from the crawler page. |
|
Source Table Name |
Yes |
Enter the Source Table name. |
|
Source Column Name |
Yes |
Enter the Source Column Name. |
|
Target Connection Name* |
Yes |
Enter the Connection name from the crawler page for the Target Column |
|
Target Schema Name* |
Yes |
Enter the Target Schema name from the crawler page. |
|
Target Table Name |
Yes |
Enter the Target Table name. |
|
Target Column Name |
Yes |
Enter the Target Column Name. |
|
Relation Type |
Yes |
Enter the relation type between the columns (One_To_One,One_To_Many,Many_To_One,Many_To_Many) |
|
Action |
Yes |
Dropdown containing values Add/Modify/Delete/NoAction to indicate what step to be taken for the respective metadata |
|
Action Success Message |
No |
This field provides the information regarding successful completion of the respective action |
|
Action Failure Message |
No |
This field provides the reason for failure if the respective action is not completed successfully. |
Dataset Correction
|
Table |
Mandatory |
Details |
|
Schema Name* |
Yes |
Enter the Schema name from the crawler page. |
|
Dataset Id* |
Yes |
Enter the Code Id which you want to correct |
|
Dataset Name* |
Yes |
Enter the Code name which you want to modify |
|
Lineage Status |
No |
Processed if the Lineage is built for the Dataset, Unprocessed if the Lineage is not yet built. |
|
Actual Query* |
Yes |
Enter Query which needs Correction. |
|
Corrected Query* |
Yes |
Enter the Correct Query after query changes that need to be updated. |
|
Manual Lineage |
No |
Enter Yes for Manual Lineage , No for Auto Lineage |
|
Action |
Yes |
Dropdown containing values Add/Modify/Delete/NoAction to indicate what step to be taken for the respective metadata |
|
Action Status |
No |
Indicates the Success/Failure status for Action after the file is uploaded and Load Data step is completed. |
|
Action Success Message |
No |
This field provides the information regarding successful completion of the respective action |
|
Action Failure Message |
No |
This field provides the reason for failure if the respective action is not completed successfully. |
Data Quality Rule
|
Data Quality Rule |
Mandatory |
Details |
|
Rule Name* |
Yes |
Enter the Rule Name. |
|
Purpose* |
Yes |
Enter the purpose of the DQR. |
|
Status (Active/Draft) |
No |
Enter the status whether Active/Draft. |
|
Alerts (Yes/No) |
No |
To get alert enter Yes. To disable alert enter No. |
|
Ticket (Yes/No) |
No |
To raise a Service Request enter Yes. To not raise Service Request enter No. |
|
Tagname |
No |
Enter the Tag name existing in the application. |
|
Cronentary |
No |
Indicates the frequency for Data Quality Rule to run (Ex:(* * * * *)-minute, (0 * * * *)-EveryHour) |
|
Object Type (Table /Table Column / File/ File Column / Query) |
No |
Enter the object type for which you want to setup Data Quality Rule |
|
Functionname |
No |
Enter the Function name (Ex. NullDensityPercent(TB), DensityPercent(TB) etc.) |
|
Dimension |
No |
Enter the Dimension of the function(Ex. Completeness, Validity, Uniqueness etc) |
|
Lower Range |
No |
Enter the Lower Range for Success Percentage |
|
Upper Range |
No |
Enter the Upper Range of the Success Percentage. |
|
Valuesname |
No |
Enter the input value for the query |
|
Connectionname |
No |
Enter the Connection name for the code |
|
Schemaname |
No |
Enter the Schema name for the code. |
|
Tablename |
No |
Enter the Table name for the code. |
|
Columnname |
No |
Enter the Table Column for the code. |
|
RuleQueryname |
No |
Enter the Query name. |
|
Rule_Query |
No |
Enter the Query which evaluate the data quality rule |
|
ResultsStatsQueryname |
No |
Enter the Stats Query name |
|
Result_Statsquery |
No |
Enter the new Stats Query |
|
FailedDataQueryname |
No |
Enter the Failed Query name. |
|
Failed_DataQuery |
No |
Enter the new Failed Query. |
|
Filename |
No |
Enter the File name. |
|
File Column |
No |
Enter the File |
|
Max Failed Values Limit |
No |
Maximum Number of failed values allowed while executing the rule |
|
Control Center Data |
No |
Yes/No to send failed values to control data center |
|
Caution Downstream Objects |
No |
Yes/No To set caution mark on the downstream objects if the DQR fails |
|
Steward |
No |
/*/ |
|
Steward Name |
No |
Enter the Steward Name |
|
Action |
Yes |
Dropdown containing values Add/Modify/Delete/NoAction to indicate what step to be taken for the respective metadata |
|
Action Status |
No |
Indicates the Success/Failure status for Action after the file is uploaded and Load Data step is completed. |
|
Action Success Message |
No |
This field provides the information regarding successful completion of the respective action |
|
Action Failure Message |
No |
This field provides the reason for failure if the respective action is not completed successfully. |
Data Quality Contacts
|
Data Quality Rule Contacts |
Mandatory |
Details |
|
Contact Name* |
Yes |
Enter the Name of the Contact |
|
User Type* |
Yes |
Enter the User Type(Ovaledge User/Existing External User/New External User). |
|
Rule Name |
No |
Enter the rule name |
|
First Name |
No |
Enter the First Name of the contact |
|
Last Name |
No |
Enter the Last Name of the contact |
|
Email Id |
No |
Enter the email address of the contact |
|
Address |
No |
Enter the address of the contact |
|
Phone No |
No |
Enter the Phone Number for the user. |
|
Notify When Edited |
No |
Yes/No Enter Yes if to enable notifications to the user when DQR is edited |
|
Notify When Failed |
No |
Yes/No Enter Yes if to enable notifications to the user when DQR is failed |
|
Notify When Passed |
No |
Yes/No Enter Yes if to enable notifications to the user when DQR is passed |
|
Action |
Yes |
Dropdown containing values Modify/Delete/NoAction to indicate what step to be taken for the respective metadata |
|
Action Status |
No |
Indicates the Success/Failure status for Action after the file is uploaded and Load Data step is completed. |
|
Action Success Message |
No |
This field provides the information regarding successful completion of the respective action |
|
Action Failure Message |
No |
This field provides the reason for failure if the respective action is not completed successfully. |
Impact Analysis
|
Impact Analysis Objects |
Mandatory |
Details |
|
Connection Name* |
Yes |
Enter the specific Connection name from the crawler page for the source data object on which the impact analysis needs to be performed |
|
Schema Name* |
Yes |
Enter the Schema name from the crawler page for which the impact analysis needs to be done |
|
Impact Analysis Name* |
Yes |
Enter the name for Impact Analysis |
|
Object Name* |
Yes |
Enter the Data object name on which the Impact Analysis is validated. |
|
Field Name |
No |
Enter the field name. |
|
Object Type* |
Yes |
Enter the Object Type (Table/Table Column/File/File Column/Report/Report Column/Api/Api Attributes). |
|
Analysis Type* |
Yes |
Enter the Analysis Type (Downstream/Upstream/Downstream With Associations/Upstream With Associations) |
|
Chart Type |
No |
Enter the Chart Type. |
|
Action |
Yes |
Dropdown containing values Add/Delete/NoAction to indicate what step to be taken for the respective metadata |
|
Action Status |
No |
Indicates the Success/Failure status for Action after the file is uploaded and Load Data step is completed. |
|
Action Success Message |
No |
This field provides the information regarding successful completion of the respective action |
|
Action Failure Message |
No |
This field provides the reason for failure if the respective action is not completed successfully. |
Users
|
Users |
Mandatory |
Details |
|
User Name* |
Yes |
Enter the User Name which will be used for login to OvalEdge Application. |
|
First Name* |
Yes |
Enter the First Name of the User |
|
Last Name* |
Yes |
Enter the Last Name of the User |
|
Email* |
Yes |
Enter the Email Address for the User |
|
Password* |
No |
Enter the Password. |
|
Reset Password on Logon |
No |
Enter Yes/No depending on whether you wish to ask user to reset password on logon |
|
License Type* |
Yes |
Enter the License Type (Author/Viewer) |
|
Role |
Yes |
Enter the Associated Role to the User. |
|
Personal Phone |
No |
Enter the personal phone number for the User |
|
Title |
No |
Enter the Job Title for the User |
|
Address |
No |
Enter the Address for the User |
|
Team |
No |
Enter the Name of the Team to which the User belongs |
|
Team Id |
No |
Displays the TeamId when Template with Data is downloaded |
|
Manager |
No |
Enter the Name of the Manager for the User |
|
Data Governance Manager |
No |
Enter the Name of Data Governance Manager |
|
Data Control Manager |
No |
Enter the Name of Data Control Manager |
|
Slack Id |
No |
Enter the email Id for the slack platform. |
|
Source |
No |
Enter the Name of the Source from where the User is being created. (Ex. OVALEDGE) |
|
To User |
||
|
Action |
Yes |
Dropdown containing values Add/Modify/Delete/NoAction to indicate what step to be taken for the respective metadata |
|
Action Status |
No |
Indicates the Success/Failure status for Action after the file is uploaded and Load Data step is completed. |
|
Action Success Message |
No |
This field provides the information regarding successful completion of the respective action |
|
Action Failure Message |
No |
This field provides the reason for failure if the respective action is not completed successfully. |
Roles
|
Roles |
Mandatory |
Details |
|
Role Name* |
Yes |
Enter the specific Connection name from the crawler page to which the Table is created. |
|
RoleId |
No |
It displays the Role Id when the template with Data is downloaded |
|
Role Description* |
Yes |
Enter the description for the Role |
|
License Type* |
Yes |
Enter the License Type for the Role (Author/Viewer) |
|
Default Role |
No |
Enter Yes/No based on whether you want to make the role as default role. |
|
Default Meta Permission |
No |
Enter the Default Meta Permission (Read-Only/Read-Write) |
|
Default Data Permission |
No |
Enter the Default Data Permission (NoAccess/Preview/Read/Write) |
|
Default Admin |
No |
Enter the value Yes/No if you want to make this role as default admin |
|
Default Permission |
No |
Enter the Default Permission , by default the Role Name will be assigned as Default Permission. |
|
Source |
No |
Enter the name of the source from where the role is created (Ex. OVALEDGE) |
|
Action |
Yes |
Dropdown containing values Add/Modify/Delete/NoAction to indicate what step to be taken for the respective metadata |
|
Action Status |
No |
Indicates the Success/Failure status for Action after the file is uploaded and Load Data step is completed. |
|
Action Success Message |
No |
This field provides the information regarding successful completion of the respective action |
|
Action Failure Message |
No |
This field provides the reason for failure if the respective action is not completed successfully. |
APIs
|
APIs |
Mandatory |
Details |
|
Connection Name* |
Yes |
Enter the Connection name from the crawler page for the Api. |
|
Api Group Name* |
Yes |
Enter the Api Group name for the Api |
|
Api Name* |
Yes |
Enter the name of the Api. |
|
Api Id |
No |
It displays the Api Id when the Template with Data is downloaded |
|
Column Type* |
Yes |
Enter the type of data the column holds. |
|
Title |
No |
It is an optional field. If no Title is given then by default the Api Name is taken as the Title. |
|
Business Description |
No |
Users can enter a Business Description to provide a clear understanding of the data and its function. |
|
Business Description Text Plain |
No |
When a user downloads Template with Data in case Business description contains some html format this field displays Business Description in plain text format |
|
Technical Description |
No |
Users can enter a Technical Description to include additional details about the data object. |
|
Technical Description Text Plain |
No |
When a user downloads Template with Data in case Technical description contains some html format this field displays Technical Description in plain text format |
|
TagName |
No |
Users can enter the Tag Names in the field provided. To associate multiple tags, separate Tag names by a comma(,). |
|
Term(domain.term) |
No |
Users can associate a Term by giving input in the domain.term format. The term entered must be present in OvalEdge before it can be associated. Note: If the users do not associate a term, the field must be left blank. |
|
Notify |
No |
Users can enter the value as Yes or No where No represents no notifications are sent and Yes represents notification is sent to the Owner/Steward to notify whenever the object is added or modified. |
|
Certification |
No |
Certification is a stamp of approval given to a data object. User can enter the certification type as Certify/Caution/Violation/Inactive/None. |
|
Steward(UserId) |
No |
It displays the Steward Id when Template with Data is downloaded. |
|
Steward(UserName) |
No |
Enter the Steward Name. Note: The existing users in the application can only be entered. |
|
Custodian(UserId) |
No |
It displays the Custodian User Id when Template with Data is downloaded |
|
Custodian(UserName) |
No |
Enter the Custodian Name. Note: The existing users in the application can only be entered. |
|
Owner(UserId) |
No |
It displays the Owner User Id when Template with Data is downloaded |
|
Owner(UserName) |
No |
Enter the Owner Name. Note: The existing users in the application can only be entered. |
|
Governance Roles 4,5,6(UserId) |
No |
It displays the governance role 4,5,6 user id when Template with Data is downloaded |
|
Governance Roles 4,5,6(UserName) |
No |
Enter GovernanceRole4, GovernanceRoles5, and GovernanceRole6 in the respective fields. Note: The template downloaded will have Gov Roles 4,5,6 fields if the user configured it from the Administration > Security > Governance Roles tab. |
|
tcf |
No |
tcf refers to a Text Custom Field defined in the Administration > Custom Fields > tcf tab. Users can enter the additional details of the object up to 50 tcf. |
|
ncf |
No |
ncf refers to a Number Custom Field defined in the Administration > Custom Fields > ncf tab. Users can enter the additional details of the object up to 15 ncf. |
|
ccf |
No |
ccf refers to a Code Custom Field defined in the Administration > Custom Fields > ccf tab. Users can enter the additional details of the object up to 15 ccf. |
|
dcf |
No |
dcf refers to a Date Custom Field defined in the Administration > Custom Fields > dcf tab. Users can enter the additional details of the object up to 15 dcf. |
|
Action |
Yes |
Dropdown containing values Add/Modify/Delete/NoAction to indicate what step to be taken for the respective metadata |
|
Action Status |
No |
Indicates the Success/Failure status for Action after the file is uploaded and Load Data step is completed. |
|
Action Success Message |
No |
This field provides the information regarding successful completion of the respective action |
|
Action Failure Message |
No |
This field provides the reason for failure if the respective action is not completed successfully. |
API Attributes
|
API Attribute |
Mandatory |
Details |
|
Connection Name* |
Yes |
Enter the Connection name from the crawler page for the Api Attribute |
|
Api Group Name* |
Yes |
Enter the Api Group name for the Api |
|
Api Name* |
Yes |
Enter the name of the Api. |
|
Api Attribute Id |
No |
It displays the Api Attribute Id when the Template with Data is downloaded |
|
Api Attribute Name* |
Yes |
Enter the Api Attribute name for the |
|
Api Attribute Type* |
Yes |
Enter the type of Api Attribute. |
|
Title |
No |
It is an optional field. If no Title is given then by default the Api Attribute Name is taken as the Title. |
|
Business Description |
No |
Users can enter a Business Description to provide a clear understanding of the data and its function. |
|
Business Description Text Plain |
No |
When a user downloads Template with Data in case Business description contains some html format this field displays Business Description in plain text format |
|
Technical Description |
No |
Users can enter a Technical Description to include additional details about the data object. |
|
Technical Description Text Plain |
No |
When a user downloads Template with Data in case Technical description contains some html format this field displays Technical Description in plain text format |
|
TagName |
No |
Users can enter the Tag Names in the field provided. To associate multiple tags, separate Tag names by a comma(,). |
|
Term(domain.term) |
No |
Users can associate a Term by giving input in the domain.term format. The term entered must be present in OvalEdge before it can be associated. Note: If the users do not associate a term, the field must be left blank. |
|
Notify |
No |
Users can enter the value as Yes or No where No represents no notifications are sent and Yes represents notification is sent to the Owner/Steward to notify whenever the object is added or modified. |
|
Certification |
No |
Certification is a stamp of approval given to a data object. User can enter the certification type as Certify/Caution/Violation/Inactive/None. |
|
Steward(UserId) |
No |
It displays the Steward Id when Template with Data is downloaded. |
|
Steward(UserName) |
No |
Enter the Steward Name. Note: The existing users in the application can only be entered. |
|
Custodian(UserId) |
No |
It displays the Custodian User Id when Template with Data is downloaded |
|
Custodian(UserName) |
No |
Enter the Custodian Name. Note: The existing users in the application can only be entered. |
|
Owner(UserId) |
No |
It displays the Owner User Id when Template with Data is downloaded |
|
Owner(UserName) |
No |
Enter the Owner Name. Note: The existing users in the application can only be entered. |
|
Governance Roles 4,5,6(UserId) |
No |
It displays the governance role 4,5,6 user id when Template with Data is downloaded |
|
Governance Roles 4,5,6(UserName) |
No |
Enter GovernanceRole4, GovernanceRoles5, and GovernanceRole6 in the respective fields. Note: The template downloaded will have Gov Roles 4,5,6 fields if the user configured it from the Administration > Security > Governance Roles tab. |
|
tcf |
No |
tcf refers to a Text Custom Field defined in the Administration > Custom Fields > tcf tab. Users can enter the additional details of the object up to 50 tcf. |
|
ncf |
No |
ncf refers to a Number Custom Field defined in the Administration > Custom Fields > ncf tab. Users can enter the additional details of the object up to 15 ncf. |
|
ccf |
No |
ccf refers to a Code Custom Field defined in the Administration > Custom Fields > ccf tab. Users can enter the additional details of the object up to 15 ccf. |
|
dcf |
No |
dcf refers to a Date Custom Field defined in the Administration > Custom Fields > dcf tab. Users can enter the additional details of the object up to 15 dcf. |
|
Action |
Yes |
Dropdown containing values Add/Modify/Delete/NoAction to indicate what step to be taken for the respective metadata |
|
Action Status |
No |
Indicates the Success/Failure status for Action after the file is uploaded and Load Data step is completed. |
|
Action Success Message |
No |
This field provides the information regarding successful completion of the respective action |
|
Action Failure Message |
No |
This field provides the reason for failure if the respective action is not completed successfully. |
Domains
|
Domain |
Mandatory |
Details |
|
Domain Id |
No |
Enter the Connection name from the crawler page for the Api Attribute |
|
Domain Name* |
Yes |
Enter the Api Group name for the Api |
|
Domain Type* |
Yes |
Enter the name of the Api. |
|
Domain Description* |
Yes |
It displays the Api Attribute Id when the Template with Data is downloaded |
|
Domain Color |
Yes |
Enter the Api Attribute name for the |
|
Security & Governance Admins |
Yes |
Enter the type of Api Attribute. |
|
Steward(UserId) |
No |
It displays the Steward Id when Template with Data is downloaded. |
|
Steward(UserName) |
No |
Enter the Steward Name. Note: The existing users in the application can only be entered. |
|
Custodian(UserId) |
No |
It displays the Custodian User Id when Template with Data is downloaded |
|
Custodian(UserName) |
No |
Enter the Custodian Name. Note: The existing users in the application can only be entered. |
|
Owner(UserId) |
No |
It displays the Owner User Id when Template with Data is downloaded |
|
Owner(UserName) |
No |
Enter the Owner Name. Note: The existing users in the application can only be entered. |
|
Governance Roles 4,5,6(UserId) |
No |
It displays the governance role 4,5,6 user id when Template with Data is downloaded |
|
Governance Roles 4,5,6(UserName) |
No |
Enter GovernanceRole4, GovernanceRoles5, and GovernanceRole6 in the respective fields. Note: The template downloaded will have Gov Roles 4,5,6 fields if the user configured it from the Administration > Security > Governance Roles tab. |
|
Auxiliary Domain |
No |
Enter Yes/No depending on whether its an Auxiliary domain |
|
Copy Title To Catalog |
No |
Enter Yes/No if you want to copy title from Terms under this domain to associated data objects in Data Catalog |
|
Copy Business Description to Catalog |
No |
Enter Yes/No if you want to copy Business Description from Terms under this domain to associated data objects in Data Catalog |
|
Restricted |
No |
Enter Yes/No if you want to copy Restricted access from Terms under this domain to associated data objects in Data Catalog |
|
Masked |
No |
Enter Yes/No if you want to copy Masked policy from Terms under this domain to associated data objects in Data Catalog |
|
Show classification at Dictionary |
No |
Enter Yes/No if you want to show the classification at Term level under this domain |
|
Action |
Yes |
Dropdown containing values Add/Modify/Delete/NoAction to indicate what step to be taken for the respective metadata |
|
Action Status |
No |
Indicates the Success/Failure status for Action after the file is uploaded and Load Data step is completed. |
|
Action Success Message |
No |
This field provides the information regarding successful completion of the respective action |
|
Action Failure Message |
No |
This field provides the reason for failure if the respective action is not completed successfully. |