Quick Start
Whether you are a data source administrator making connections to a new data source, a Business Glossary Administrator curating existing business terms, or a reader analyzing the fresh data influx, Pentaho 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 Pentaho Data Catalog
Before you begin
- URL and port number of the Data Catalog web server.
- User name and password for accessing Data Catalog.
Procedure
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:
The Data Catalog Welcome page appears.http://localhost:8082/Enter your email and password and click Sign In.
Do not save the login credentials in your browser if prompted. This is a security risk because sometimes browsers populate these values randomly into UI fields. It is also best practice to disable the default browser behavior that prompts you to save login credentials. The Home page displays.
Tour of the Home page
The Home page provides a central location for accessing the business tools available to you based on your role, such as data canvas, business glossary, management, and worker processes. You can also access your user profile from the top menu bar, or use the menu bar on the left to navigate to different features in the product.
Access the top user menu to manage your user profile, manage assigned data sources, and log out. View the following table for details about these features:
| Icon | Name | Function |
| Apps | Click to explore all apps associated with Data Catalog, including:
|
| Profile | Click the Profile icon to open the User Profile and Data Sources where the user can manage the details and assign data sources with the required access levels. |
| More | Click the More icon and select Log Out to log out of Data Catalog. |
| N/A | Edit | Click Edit to open the Landing page options window, where you can configure the Home page with available options in Shortcuts and Tables. Additionally, you can choose to have a vertical or stacked layout in Layout. |
Use the navigation menu bar on the left of the page to access the key features available to you in Data Catalog. You can expand and collapse the menu to have a better view. The following is a list of the menu icons and the features they open:
| Icon | Name | Feature |
| Home | Returns you to the Home page from your current location in Data Catalog. |
| Data Canvas | Explore your data in the Data Canvas. For more information, see Canvas view. |
| Glossary | Opens the Business Glossary page where you can create, organize, and curate business terms to help you navigate your data. For more information, see Business Glossary. |
| Management | Manage your data sources, users, user roles, workers, business rules, schedules, dictionaries, and more in the Manage Your Environment page. |
| Workers | Monitor the data activities’ progress on the Workers page. For more information, see Manage worker processes. |
When you navigate to the Home page, you can see quick access cards for PDC features. Based on the options selected in the Landing page options window, it displays the following widgets:
| Card | Description |
| Explore your data | Click Open Data Canvas, and it takes you to the Data Canvas page, where you can explore your data. For more information, see Canvas view. |
| Organize your data | Click Open Business Glossary, and it takes you to the Business Glossary page, where you can create, organize, and curate business terms to help you navigate your data. For more information, see Business Glossary. |
| Manage your data | Click Open Management, and it takes you to the Manage Your Environment page, where you can manage your data sources, users, user roles, workers, business rules, schedules, dictionaries, and more. |
In addition, based on the layout selected (vertical or stacked) in the Landing page options window, you can view the following tables in different stacks.
| Table | Description |
| Tasks | Quick look at the tasks assigned to you. |
| Mentions | List of any @ mentions of usernames, such as in comments, with a path to the @ mention. |
| Processed Items | Quick overview of recently processed items with activity, type, name, and end time. You can also expand to view details of the individual activity. |