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Hitachi Vantara Lumada and Pentaho Documentation

Quick Start

Parent article

Whether you are an admin user making connections to a new data source, a data steward curating existing business terms, or a data analyst analyzing the fresh data influx, Lumada Data Catalog provides tools for your data management, classification, and discovery needs.

To get started using the Data Catalog, log in using the address and credentials provided by your Data Catalog service user or administrator.

Log in to Lumada Data Catalog

Before you begin

Before your intial login, ask your Data Catalog administrator for the following items:
  • URL and port number of the Data Catalog web server.
  • User name and password for accessing Data Catalog.
To access your catalog, perform the following steps:

Procedure

  1. Launch a web browser and enter the URL and the port number of the Data Catalog web server provided by your Data Catalog administrator:

    http://<IPAddress>:<port number>/

    If you are using Data Catalog virtual machine images, use the following location from inside the VM image:

    http://localhost:8082/

    The Data Catalog Welcome page appears.
  2. Click Login with SSO.

    The Sign in to your account dialog box opens.
  3. Enter your username or email and password and click Sign In.

    The Home page displays.

Tour of the Home page

The Home page provides a central location for accessing the business tools (such as business glossary, data canvas, dashboards, and so on) available to you based on your role. You can access your user profile, Data Catalog documentation for help, and notifications from the top user menu. You can also use the left navigation menu to navigate to different features in the product. If you know what you are looking for, you can begin searching your data in the Data Catalog on this page.

User menu

Access the top user menu to view notifications, get the Data Catalog documentation for help, manage your user profile, and log out. View the following table for details about these features:

IconNameFunction
Help icon HelpClick the Help icon to navigate to the Data Catalog documentation.
Notification icon Notification Click the Notification icon to display a list of notifications about job events. A dot next to the icon indicates that there is a new notification that requires your attention.

For each notification, you can:

  • Click an entry in the list to open the Job Activity page and view the logs and details for the selected job.
  • Click the More actions icon for a specific notification and select Mark as read or Remove.
When the Information icon displays next to a notification, it signals that a job is in progress. A green check mark signals a successfully completed job. Your unread notifications appear in bold.
Profile icon Profile

Click the Profile icon to view your profile or log out of the Data Catalog. You can select any of the following options:

  • My Profile to open your User Profile page.
  • Log Out to log out of Data Catalog.
Search

You can start searching your metadata from the Search Data Catalog search box on the Home page. Enter keywords or click in the search box to begin. You can search across the metadata in the following ways:

  • Performing a global keyword search across all the resources or fields available to you.
  • Reusing a previously entered or saved search.
  • Running an advanced search.
For more information about searching in Data Catalog, see Searching Data Catalog.
Navigation menu

Use the left navigation menu to access the key features available to you in Data Catalog. The following is a list of the menu icons and what features they open:

IconNameFeature
Home icon HomeOpens the Home page of Data Catalog. It returns you to the Home page from your current location.
Search icon SearchOpens the global search page loaded with the results from the last search performed.

For more information about the Search tool, see Searching Data Catalog.

Bookmark icon BookmarksWhen you mark a resource as a favorite, it appears on your Bookmarks page. This page contains a list of all the data resources that you have marked as favorites. When you click a favorite resource, it opens in the Data Canvas.

For more information, see Bookmarking resources.

Explore icon Data CanvasExplore and investigate the data in Data Canvas, where you can find the detailed insights into resource metadata, which helps you to understand and clarify practical applications.

For more information, see Data Canvas.

Data Rationalization icon Data RationalizationIdentify and analyze copies and overlaps of the data in your data lake in the Data Rationalization dashboard. It discovers the owners of duplicate files, the number of duplicates, and the amount of space that they are consuming.

For more information, see Data rationalization.

Glossary icon GlossaryOpens the Business Glossary page, where you can create, organize, and curate business terms, which helps you to navigate your data.

For more information, see Tour the Business Glossary page.

Workflow icon Workflow ItemsView and manage workflows on the Workflow Items page. A dot next to the icon indicates that there is a new workflow notification that requires your attention.

For more information, see Manage workflows and Using Workflows.

Tools icon ToolsConfigure system settings and integrate with other systems in the Tools page.

For more information, see Utility jobs.

Management icon ManagementManage your data sources, virtual folders, agents, jobs, business rules, user roles, jobs, properties, and workflows on the Manage Your Environment page.

For more information, see Manage.

Quick access cards

On the Data Catalog Home page, you can see the Welcome and Activity sections with quick access cards for Data Catalog features associated with your role and permissions.

Welcome section

By default, the Welcome section contains a maximum of four cards. You can click Modify Cards to select and rearrange the available cards. To access more cards, click Management in the left navigation menu.

Quick Access CardDescriptionRoles
Explore your data

Explore your data allows you to dive into your data and view detailed information for any item available in the data canvas.

  • Start Exploring - Opens the Explore your data page.
  • View Galaxy - Opens the Galaxy View.
  • Administrator
  • Data Analyst
  • Data Steward
  • Guest
View Dashboard

Dashboard displays the summary information of the analysis and use advanced analytic tools to get a visual overview of key metrics.

  • Rationalization - Opens the Data Rationalization page.
  • Administrator
  • Data Analyst
  • Data Steward
  • Guest
Business Glossary

Business Glossary defines the definitions for your business terms and shows all glossaries and terms for which you have access based on your role.

  • Open Glossary - Opens the Business Glossary page.
  • View Galaxy - Opens the Galaxy View.
  • Administrator
  • Data Analyst
  • Data Steward
  • Guest
Business Rules

Business Rules evaluates data and metadata properties to add terms, remove terms, modify custom property values, and evaluate data quality metrics.

  • Business Rules - Opens the Business Rules page.
  • Add Business Rule - Opens the Add New Rule page.
  • Administrator
  • Data Analyst
  • Data Steward
Management

Manage Your Environment page manages data sources, virtual folders, agents, jobs, business rules, user roles, and workflows.

  • Management - Opens the Manage Your Environment page.
  • Add Data Source - Opens the Create Data Source page.
  • Administrator
  • Data Analyst
  • Data Steward

Activity section

The Activity section contains areas for viewing workflow tasks, any places you are tagged, and your recently processed items.

Quick Access CardDescriptionRoles
My Workflow TasksLists the various workflows that are in different stages and statuses.
  • Administrator
  • Data Analyst
  • Data Steward
@ MentionsProvides the information where you are tagged, like in comments for collaboration.
  • Administrator
  • Data Analyst
  • Data Steward
  • Guest
Recently Processed ItemsLists the assets you recently processed.
  • Administrator
  • Data Analyst
  • Data Steward