OvalEdge provides multiple ways to detect metadata for the data catalog objects. Crawling is the primary mode through which metadata is crawled by OvalEdge connectors from remote sources. Load Metadata from Files uses a rich API library that provides the ability to upload metadata (Terms, Tags, Business Description, Technical Description) information for different data objects in bulk. Also, you can download the metadata as per your preferences.
Using files, metadata for the following objects can be downloaded, uploaded and imported (updated).
|
Object Type |
Template Format |
Template |
Template with Data |
|
Schema |
.csv |
Yes |
No |
|
Tables |
.csv |
Yes |
Yes |
|
Table Column |
.csv |
Yes |
No |
|
File |
.csv |
Yes |
No |
|
File Column |
.csv |
Yes |
No |
|
Report |
.csv |
Yes |
Yes |
|
Report Column |
.csv |
Yes |
Yes |
|
Business Glossary |
.xlsx |
Yes |
Yes |
|
Tag |
.csv |
Yes |
Yes |
|
Dataset |
.csv |
Yes |
No |
|
Source Code |
.csv |
Yes |
No |
|
Lineage |
.csv |
Yes |
No |
|
Column Relationship |
.csv |
Yes |
No |
|
Dataset Correction |
.csv |
Yes |
No |
|
Data Quality Rule |
.csv |
Yes |
No |
|
Impact Analysis Objects |
.csv |
Yes |
No |
Load Metadata from Files Workflow
Templates for Loading Metadata
Templates can be downloaded as either blank templates or filled with existing metadata. Downloading with existing metadata allows users to go over the data offline, make changes as needed and then re-upload. This will be useful when minor corrections are needed.
Blank templates will be useful when uploading is happening for the first time or if there are a lot of changes to be made.
- A download icon
is provided next to every data object.
- Upon updating the metadata, click on the Next button to upload the .xlsx file back to the application.
- Once uploaded, click on the Next button to Load Data.
Load Metadata for Schemas
It helps users to update the metadata of Schemas. The table below displays all the Schema related fields included in the template.
|
Schema |
Mandatory |
Details |
|
Connection Name* |
Yes |
Enter the specific Connection name from the crawler page to which the Table is created. |
|
Schema Name* |
Yes |
Enter the Schema name from the crawler page to which the Table is created. |
|
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. |
|
Technical Description |
No |
Users can enter a Technical Description to include additional details about the data object. |
|
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. |
|
Steward |
No |
Enter the Steward Name. Note: The existing users in the application can only be entered. |
|
Custodian |
No |
Enter the Custodian Name. Note: The existing users in the application can only be entered. |
|
Owner |
No |
Enter the Owner Name. Note: The existing users in the application can only be entered. |
|
Governance Roles 4,5,6 |
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. |
Load Metadata for Tables
It helps users to update the metadata of Tables. The table below displays all the table fields included in the template.
|
Table |
Mandatory |
Details |
|
Connection Name* |
Yes |
Enter the specific Connection name from the crawler page to which the Table is created. |
|
Schema Name* |
Yes |
Enter the Schema name from the crawler page to which the Table is created. |
|
Table Name* |
Yes |
Enter the Table name. |
|
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. |
|
Technical Description |
No |
Users can enter a Technical Description to include additional details about the data object. |
|
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 0 or 1 where 0 represents False and no notifications are sent and 1 represents True and a notification is sent to the Owner/Steward to notify whenever the object is added or modified. |
|
Lastmoddate |
No |
Users can enter the last modified date of any metadata changes updated on the table. |
|
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 |
No |
Enter the Steward Name. Note: The existing users in the application can only be entered. |
|
Custodian |
No |
Enter the Custodian Name. Note: The existing users in the application can only be entered. |
|
Owner |
No |
Enter the Owner Name. Note: The existing users in the application can only be entered. |
|
Governance Roles 4,5,6 |
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. |
Load Metadata for Table Columns
It helps users to update metadata details of Table Columns. The table below displays all the table fields included in the Template.
|
Table |
Mandatory |
Details |
|
Connection Name* |
Yes |
Enter the Connection name from the crawler page. |
|
Schema Name* |
Yes |
Enter the Schema name from the crawler page. |
|
Table Name* |
Yes |
Enter the Table name. |
|
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 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. |
|
Technical Description |
No |
Users can enter a Technical Description to include additional details about the data object. |
|
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. |
|
Mask |
No |
Users can hide/unhide the contents(data) of a Table Column. To hide the content enter 1 or True or Yes. To unhide the content enter the value as 0 False or 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 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. |
|
Column Length |
No |
Users can define the length of the column. |
|
Lastmoddate |
No |
Users can enter the last modified date of any metadata changes updated on the Table Column. |
|
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 |
No |
Enter the Steward Name. Note: The existing users in the application can only be entered. |
|
Custodian |
No |
Enter the Custodian Name. Note: The existing users in the application can only be entered. |
|
Owner |
No |
Enter the Owner Name. Note: The existing users in the application can only be entered. |
|
Governance Roles 4,5,6 |
No |
Enter the GovernanceRole4, GovernanceRole5, 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. |
Load Metadata for Files
It helps users to update the metadata of Files. 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 chosen. |
|
File Folder* |
Yes |
Enter the name of the folder that contains the Files. |
|
File Name* |
Yes |
Enter the name of the File. |
|
Location* |
Yes |
Enter the location of the File. |
|
File Type* |
Yes |
Enter the type of the File (Folder/File). |
|
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. |
|
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. |
|
Technical Description |
No |
Users can enter a Technical Description to include additional details about the data object. |
|
Notify |
No |
Users can enter the value as 0 or 1 where 0 represents False and no notifications are sent and 1 represents True and a notification is sent to the Owner/Steward to notify whenever the object is added or modified. |
|
Lastmoddate |
No |
Users can enter the last modified date of any metadata changes updated on the table. |
|
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 |
No |
Enter the Steward Name. Note: The existing users in the application can only be entered. |
|
Custodian |
No |
Enter the Custodian Name. Note: The existing users in the application can only be entered. |
|
Owner |
No |
Enter the Owner Name. Note: The existing users in the application can only be entered. |
|
Governance Roles 4,5,6 |
No |
Enter the 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. |
Load Metadata for File Columns
It helps users to update the metadata of 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 of the File. |
|
File Type* |
Yes |
Enter the type of the File (Folder/File). |
|
Column Name* |
Yes |
Enter the Column Name. |
|
Column Type* |
Yes |
Enter the type of data the column holds. |
|
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. |
|
Title |
No |
It is an optional field. If no Title is given then by default the File 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. |
|
Technical Description |
No |
Users can enter a Technical Description to include additional details about the data object. |
|
Lastmoddate |
No |
Users can enter the last modified date of any metadata changes updated on the table. |
|
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 |
No |
Enter the Steward Name. Note: The existing users in the application can only be entered. |
|
Custodian |
No |
Enter the Custodian Name. Note: The existing users in the application can only be entered. |
|
Owner |
No |
Enter the Owner Name. Note: The existing users in the application can only be entered. |
|
Governance Roles 4,5,6 |
No |
Enter the 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. |
Load Metadata for 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/Datasource/Workbook). |
|
ColNameTypeMap |
No |
This is the dashboard/report link from the reporting server to index the report uploaded. |
|
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 |
Enter a Business Description to provide a clear understanding of the data and its function. |
|
Technical Description |
No |
Enter a Technical Description to include additional details about the data object. |
|
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 0 or 1 where 0 represents False and no notifications are sent and 1 represents True and a notification is sent to the Owner/Steward to notify whenever the object is added or modified. |
|
Lastmoddate |
No |
User can enter the last modified date of any metadata changes updated on the table. |
|
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 |
No |
Enter the Steward Name. Note: The existing users in the application can only be entered. |
|
Custodian |
No |
Enter the Custodian Name. Note: The existing users in the application can only be entered. |
|
Owner |
No |
Enter the Owner Name. Note: The existing users in the application can only be entered. |
|
Governance Roles 4,5,6 |
No |
Enter the 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. |
Load Metadata for 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. |
|
Report Type* |
Yes |
Enter the Report Type (Bar chart/Dashboard/view/Datasource/Workbook). |
|
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 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. |
|
Technical Description |
No |
Users can enter a Technical Description to include additional details about the data object. |
|
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. |
|
Lastmoddate |
No |
Users can enter the last modified date of any metadata changes updated on the table. |
|
Path |
No |
Enter the Report Path available in the Data Catalog. |
|
Steward |
No |
Enter the Steward Name. Note: The existing users in the application can only be entered. |
|
Custodian |
No |
Enter the Custodian Name. Note: The existing users in the application can only be entered. |
|
Owner |
No |
Enter the Owner Name. Note: The existing users in the application can only be entered. |
|
Governance Roles 4,5,6 |
No |
Enter the 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. |
Load Metadata for Business Glossary
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 Term Relationships and Term Objects sheets are also displayed.
- The Term Relationships sheet helps to build relationships between objects.
- The Term Objects sheet displays the associated data object information.
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 update the existing Term name. |
|
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. |
|
Description* |
Yes |
Enter the Description of the term. |
|
Definition |
No |
Definitions are extra details that can be added to a term. This information is reflected in the Detailed Description field of a term. |
|
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 1 or True or Yes to enable the Copy Title. Enter the value as 0 or False or 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 1 or True or Yes to enable the Copy Business Description. Enter the value as 0 or False or No to disable the Copy Business Description. 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 associated data object columns. To hide the content enter 1 or True or Yes and to access the content enter the value 0 or False or 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 1 or True or Yes. To unrestrict, enter 0 or False or No. Note: If the user does not wish to change the existing setting, then the field must be left empty. |
|
Popularity |
No |
Enter the Popularity score of the Term. |
|
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. |
|
Owner |
No |
Enter the Owner Name. Note: The existing users in the application can only be entered. |
|
Steward |
No |
Enter the Steward Name. Note: The existing users in the application can only be entered. |
|
Custodian |
No |
Enter the Custodian Name. Note: The existing users in the application can only be entered. |
|
Governance Roles 4,5,6 |
No |
Enter the 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 1 or True or 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 |
No |
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 Message |
No |
It displays a clear message for the cause of the Success/Failure response. |
Term Relationships
It helps users to build the relationships between the Term and data objects by specifying the Relationship Type. The table below displays all the Term Relationship fields included in the Template.
|
Term Relationships |
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. |
|
Related Object Type* |
Yes |
Enter the Object Type to which the Term relationship is built. Example: For Tables - portable, Table Columns - one column, Term - glossary, File - onefile, File Column - onefile column, Report- oechart, Report Column - chart child, Query - oequery. |
|
Related Object Id |
No |
It displays the 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’: contains is contained in related to contrast with is synonym to is synonym of calculates calculates from replaced by replaced from filtered by filters is before is after duplicates |
|
Action |
No |
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 Message |
No |
It displays a clear message for the cause of success/failure response. |
Term Objects
The Term Objects sheet displays the data object information associated with the Term. The table below displays the Term - Object details included in the Template.
|
Term Objects |
Mandatory |
Details |
|
Term Id |
No |
It displays the Term Id. |
|
Term Name |
No |
It displays the Term name. |
|
Object Type |
No |
It displays the Object Type. |
|
Connection Id |
No |
It displays the connection Id. |
|
Connection Name |
No |
It displays the Connection Name. |
|
System Id |
No |
It displays the Schema ID |
|
System Name |
No |
It displays the Schema Name. |
|
Object Id |
No |
It displays the Object Id. |
|
Object Name |
No |
It displays the Object Name. |
|
Field Id |
No |
It displays the Field Id. |
|
Field Name |
It displays the Field Name. |
|
|
Action |
No |
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 Message |
No |
It displays a clear message for the cause of success/failure response. |
Load Metadata for Tags
It helps users to update the Tag details. The table below displays all the Tag related fields included in the template.
|
Tags |
Mandatory |
Details |
|
TagId |
No |
It displays the Tag Id. |
|
Tag Name* |
Yes |
Enter the Tag Name. It displays the Tag Name. |
|
Business Description |
No |
Enter the Business Description. |
|
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 |
No |
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 Message |
No |
It displays a clear message for the cause of the Success/Failure response. |
|
Tag Relationship Hierarchy |
Mandatory |
Details |
|
Parent Tag Id |
No |
Enter the Parent Tag Id. |
|
Parent Tag Name |
No |
Enter the Parent Tag Name. |
|
Child Tag Id |
No |
Enter the Child Tag Id. |
|
Child Tag Name |
No |
Enter the Child Tag Name. |
|
Action |
No |
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 Message |
No |
It displays a clear message for the cause of the Success/Failure response. |
|
Reference Data |
Mandatory |
Details |
|
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 |
No |
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 Message |
No |
It displays a clear message for the cause of the Success/Failure response. |
Load Metadata for Dataset
It helps users to update the details of a Dataset. The table below displays all the Dataset related fields included in the template.
|
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 Table Name is taken as the Title. |
|
Query |
Yes |
Enter the Query. |
|
Business Description |
No |
Users can enter a Business Description to provide a clear understanding of the data and its function. |
|
Job Type* |
Yes |
Enter the Type of Job. |
|
SQL Type* |
Yes |
Enter the SQL type. |
|
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. |
Load Metadata for Source Code
It helps users to update the metadata of the Source Code in the application. The table below displays the Source Code related 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. |
|
Source Code* |
Yes |
Enter the Source code. |
|
Source Code Type* |
Yes |
Enter the Source Code Type. |
Load Metadata for Lineage
It enables users to build lineage manually between data elements. The table below displays the fields required to build a Lineage using the Template.
|
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. |
|
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 |
Enter the Source Object Id. |
|
Target Object Id |
No |
Enter the Target Object Id. |
|
Source Column Id |
No |
Enter the Source Column Id. |
|
Target Column Id |
No |
Enter the Target Column Id. |
Load Metadata for Column Relationship
It helps users to update metadata details of Column Relationship. The table below displays all the Column Relationship fields included in the Template.
|
Table |
Mandatory |
Details |
|
Column Id |
Yes |
Enter the Column Id. |
|
Connection Name* |
Yes |
Enter the Connection name from the crawler page. |
|
Schema Name* |
Yes |
Enter the Schema name from the crawler page. |
|
Table Name* |
Yes |
Enter the Table name. |
|
Column Name* |
Yes |
Enter the Column Name. |
Load Metadata for Dataset Correction
It helps users to update Dataset Correction details. The table below displays all the Dataset correction fields included in the Template.
|
Table |
Mandatory |
Details |
|
Schema Name* |
Yes |
Enter the Schema name from the crawler page. |
|
Dataset Id* |
Yes |
Enter the Table name. |
|
Dataset Name* |
Yes |
Enter the Column Name. |
|
Lineage Status |
No |
Enter whether Active or leave blank. |
|
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 |
Note: The status can be provided Active or leave blank
Actual Query* - actual query which needs correction
Corrected Query* - correct query after query changes that need to be updated..
Load Metadata for Data Quality Rule
It enables users to update Data Quality Rule details. The table below displays the DQR related fields in the Template.
|
Data Quality Rule |
Mandatory |
Details |
|
Domain Name* |
Yes |
Enter the Domain Name. |
|
Rule Name* |
Yes |
Enter the Rule Name. |
|
Termname (Domainname.Termname) |
No |
Entering existing Terms in the pattern shown. |
|
Purpose* |
Yes |
Enter the purpose of the DQR. |
|
Status (Active/Draft) |
No |
Enter the status whether Active/Draft. |
|
Alerts (0/1) |
No |
To get alert enter 1. To disable alert enter 0. |
|
Ticket (0/1) |
No |
To raise a Service Request enter 1. To not raise Service Request enter 0. |
|
Auto Term (0/1) |
No |
To display associated data objects of the Term enter 1. To not display associated data objects of the Term enter 0. |
|
Tagname |
No |
Enter the Tag name existing in the application. |
|
Cronentary |
No |
|
|
Object Type (Table /Table Column / File/ File Column / Query) |
No |
Enter the object type. |
|
Functionname |
No |
Enter the Function name. |
|
Dimension |
No |
Enter the Dimension of the function. |
|
Lower Range |
No |
Enter the Lower Range of the function. |
|
Upper Range |
No |
Enter the Upper Range of the function. |
|
Valuesname |
No |
Enter the values of the function. |
|
Connectionname |
No |
Enter the Connection name of the data object selected. |
|
Schemaname |
No |
Enter the Schema name of the data object selected. |
|
Tablename |
No |
Enter the Table name of the data object selected. |
|
Columnname |
No |
Enter the Table Column name of the Table selected. |
|
RuleQueryname |
No |
Enter the Query name. |
|
Rule_Query |
No |
Enter the new Query (Uncataloged) |
|
ResultsStatsQueryname |
No |
Enter the Stats Query name |
|
Result_Statsquery |
No |
Enter the new Stats Query (Uncataloged) |
|
FailedDataQueryname |
No |
Enter the Failed Query name. |
|
Failed_DataQuery |
No |
Enter the new Failed Query (Uncataloged) |
|
Filename |
No |
Enter the File name. |
|
File Column |
No |
Enter the File column name. |
Load Metadata for Impact Analysis Objects
It helps users to update the Impact Analysis of Objects. The table below displays all the DQR related fields included in the template.
|
Impact Analysis Objects |
Mandatory |
Details |
|
Connection Name* |
Yes |
Enter the specific Connection name from the crawler page to which the Table is created. |
|
Schema Name* |
Yes |
Enter the Schema name from the crawler page to which the Table is created. |
|
Impact Analysis Name* |
Yes |
Enter the Table name. |
|
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/File). |
|
Analysis Type* |
Yes |
Enter the Analysis Type. |
|
Chart Type |
No |
Enter the Chart Type. |
Upload File
Once the Template / Template with Data field details are updated, click the Next button on the top right to navigate to the Upload File. Here, you can upload the updated Template from the system. Click on the Select from your Computer clickable link to select and upload the file from the computer system.
Once the file is uploaded, the Next button is enabled to navigate to Load Data.
Load Data
- The updated data object details are displayed in the grid.
- Destination Table Columns - The fields included in the Template.
- Source Columns - The Fields displayed in the application.
- Functions - You can select from the drop-down options.
- Keep As Is - To keep the details as updated in the Template.
- Extract Number - To keep numbers.
- Convert to Timestamp Automatically - To convert the data into Timestamp to include the date, time, and time zone.
- Convert to Date Automatically - To convert the content into standard Date format.
- Once the fields are validated, a Job Name is given to the Load Data (view the Job Name in the Job log).
- Click on the Import Data button and the data gets updated in respective data objects.
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