Customizing the application - Data360_Govern - Preview

Features

The options in the Features panel allow you to customize some display and export options. Some of these options hide or display items in the toolbar at the top of the application:

• Disable Discussion Posts - Disable the ability for users to post new comments or replies to the boards of other users and assets.
• Disable Take Action - Hide the Take Action button and Monitor page from the interface.
• Hide Precisely Users - Precisely users are those with a Precisely email address, which includes people who still use an infogix.com or data3sixty.com address. You can choose if you want to display these users in the UI.
• Display API Key - When this option is selected, any user will be able to see their API key on their user profile page. If you do not select the option to display the API key (default), non-admin users will not be able to see their API key on the user profile page.
  Note: Users with administrative access will always be able to see their API key, regardless of this option.
  Note: It could take some time for changes to this setting to take effect.
• Write Action Description to Comments? - When this option is selected (default), if a user takes an action on an asset by clicking the Take Action button, the description of the action is used to create a comment.

  Disabling this option prevents a comment from being automatically created when a user takes an action on an asset.

• Hide Header Bar Controls - If selected, this option removes the global search field, as well the favorites, homepage, help menu and followers button, together with the profile menu with image, from the header bar.Deselecting it returns them to their default position. Any logo and breadcrumbs are unaffected by this setting.
• Maximum Dropdown Items - Define the maximum number of entries that a list field can contain before a type to filter search becomes available, enabling users to filter the list to show only the items which contain the typed text.

  The default maximum number of entries that a list can contain before the type to filter search is enabled is 10,000.

  When a user types in the type to filter search field, the first 20 items that contain the typed text are displayed. As the user types additional text, the search is refined until the item that they are looking for is displayed. For lists that contain fewer than the maximum number of entries, users can select an item from the dropdown list.

• Maximum Number of Excel Export Items - Define the maximum number of items that can be exported to an Excel spreadsheet. When viewing business assets or technical assets, if the number of items is greater than the value that is defined for Maximum Number of Excel Export Items, the Export to Excel option is disabled. In order to export items, the user needs to apply filters so that the number of items is less than the value of this option.

  The default is 10,000. However, the maximum allowed is 100,000. If exceeded, an error message displays.

• Asset Definition Panel Column Width - Define the column width in pixels. The minimum width is 100, the default is 200 and the maximum is 1000 pixels.The setting is application wide, and applies to any field, on any applicable asset type, with the setting Display in Column = Y.

IP Restrictions

Use the IP Restrictions panel to restrict access to the application to individual IP addresses or ranges of IP addresses. If you do not add any IP addresses then there will be no restriction and users will be able to access the environment from any IP address.

1. Click the Add button.
2. Enter a name to identify the IP address or range.
3. Enter addresses for the start and end of the range you want to restrict access to.
4. Click the Save Changes button, located at the top right of the page.

Workflow

Use the Workflow panel to change settings for workflow forms, emails and certification workflows.

• Default recipient for workflow forms and emails - Select the group that will receive a workflow form or email, if the recipient specified in the Email activity or Form activity cannot be found. The available groups that you can select from by using this menu are the groups that have been created on the Administration > Security > Groups page.
• Certification Workflow - Enter the status value that enables the Request Certification button, for assets where a Request Certification workflow is configured. Refer to the reference list that is being used to define the Status field entry in your environment, for the appropriate value. The default is Draft, although it is not case sensitive.
  Note: You have to enter the status value, rather than select it from a list, to accommodate users who customize these values. Custom values cannot exceed 250 characters.

  This value applies to all asset types for which a Request Certification workflow is configured. You cannot set different statuses for different asset types.

• Summary email for workflow assignments - Select the appropriate boxes to send workflow summary emails to users with outstanding assignments, on the days you select. For more information about this setting, see Sending workflow assignment emails.

Site Navigation

Use the Site Navigation panel to customize the order and appearance of the navigation bar that appears on the left side of the screen. The panel displays a grid of individual rows, which are made up of the names of currently displayed folders and asset types, a Type column and a drop-down Options menu. Above the grid are Add Folder and Add Asset Type buttons.

Adding a folder

1. Click Add Folder.

   The Add Folder modal dialog displays.

2. Enter a suitable Name. This is mandatory.

3. Optionally select a predefined icon, or browse to upload one of your own.

   You can scroll through a list of predefined icons, or type a name to search for one.

4. Under Folder Items:

   1. Select one or more items in the Available Folder Items list to display them in the navigation folder.
   2. Click the Add to selected folder items button, positioned to the right of the list.
   3. Click the appropriate Information icon button to display the Information side panel. See Information panel for more details.

   The selected items are added to the Existing Folder Items list.

   Tip: You can remove any or all items from the list, or change the list order, by selecting the appropriate entries and using the buttons to the left of the list.

5. Under Permissions, you can select which user and groups can see the folder in their navigation bar, as appropriate.

6. Click the appropriate View Information button to display further details about the user or group in the Information side panel. See The information panel for more details.

7. When you have finished, click Add Folder.

   The modal dialog closes, and the folder is added to the Site Navigation grid list and the appropriate user's navigation bar.

Adding asset types

1. Click Add Asset Type.

   The Add Asset Type modal dialog displays, with a table of available asset types.

2. Search for an asset type to select. Or, select a single asset type, under Available Asset Types.

3. When you have finished, click Add Asset Type.

   The modal dialog closes, and the asset type is added to the Site Navigation grid list and the user's navigation bar, with a right arrow displaying there, for hierarchical types.

Editing a folder

1. Locate the appropriate folder in the Site Navigation grid, then click the Options menu.

2. Select Edit from the drop-down menu.

   The Edit Folder modal dialog displays.

3. Edit the folder details as required, then click Save Changes when you are finished.

   The modal dialog closes, and you are returned to the Site Navigation grid list, where the folder you have just edited is highlighted.

Home Page Customization

Use the Home Page Customization panel to modify the appearance of the default welcome screen, including adding any shortcut links to other websites:

• The Tile Options allow you to select whether to display the Your Assignments, Board and Activity panels on the home page.
• The site Title is the text that is displayed on the page tab. Show site title on homepage allows you to display the same text on the home page, in a color and size of your choosing.

Shortcuts

Use the Shortcuts panel to control the shortcut tiles that are displayed on the home page.

1. Click the Add button to create a new shortcut.
2. Enter a Name for the shortcut, and optionally add a Description.

   The name and description will be displayed under the shortcut's icon in the shortcut tile on the home page. Note that if you enter a long name or long description, only a limited number of characters will be displayed in the shortcut tile. The full text will be displayed in a tooltip when you hover over the tile on the home page.

3. Specify the Url of the page that you want the shortcut to link to, and choose where you want the page to open by selecting an option from the Link Opens In menu.

   To link to a page within the Data360 Govern application, enter a relative path and select Current Tab - Within D3S. This will create a shortcut that navigates to the specified Data360 Govern page without reloading the application. For example, you want to create a shortcut that navigates to https://example.dev.data3sixty.com/artifact/5

   In this case, enter artifact/5 in the Url field and select Current Tab - Within D3S from the Link Opens In menu.

   Alternatively, if you want to link to an external location, enter an absolute path, for example https://www.example.com/page, and select either New Tab or Current Tab - Reload.

4. Select an icon to represent the shortcut on the home page tile. You can select an image from the list of predefined icons, or you can upload your own icon.
5. Optionally, you can customize the display of the shortcut tile by choosing colors for the text, background, and icon.
6. Click Save.

You can use the arrows on the Shortcuts grid to change the order that the tiles are displayed on the home page.

Help Menu

Use the Help Menu panel to customize the contents of the UI's Help menu to fit your individual needs. The grid comprises of:

• The panel heading, with an Add (+) button, positioned to the far right.

• The names of all currently available help documents.

  Note: The default Data360 Govern Help documents, such as the user and admin guides, What's New and similar, cannot be deleted. Their URL is also not displayed, and cannot be changed. However, the default documents can be hidden from view and their names can be edited. An optional description can also be added, and their position in the order of the documents in the Help menu can also be changed. See below for more details.

• The URLs of any custom help documents.

• The Visibility Options button.

  Displays a menu, which includes:

  • Visible
  • Visible to Admins Only
  • Hidden

• The More Options button.

  Displays a menu, the contents of which vary according to the row's position in the list, but may include:

  • Edit

  • Delete

    Not available for default list items.

  • Move to Top
  • Move Up
  • Move Down
  • Move to Bottom

Adding menu items

1. Click Add.

   A Help Menu definition panel displays.

2. Enter a Name and the URL of the appropriate document. These are mandatory.

3. Enter an optional Description, if appropriate.

4. Click Save.

   The definition panel closes and the name and URL of the new item is added to the end of the list.

Changing the visibility of menu items

Deleting, editing and changing the order of documents in the list

1. Click the More Options button in the appropriate row.

2. Select the required option:

   • Edit

     The Help Menu definition panel displays, where you can change the Name, URL and Description.

     The URL is not displayed for default Data360 Govern Help documents.

     Note: If you add custom help documents, but still want to display the default ones, we recommend that you change the names of the default ones to an immediately recognizable alternative. For example, change User Guide to Data360 Govern User Guide.

   • Delete

     A warning is displayed. Click Delete to remove the item from the list.

     Delete is not available for default Data360 Govern Help documents.

     Note: The Delete option only removes the item from the list, not from the location where it is stored.
   • Move the item to the required location in the list.

When you are finished, click Save Changes, otherwise your actions will not be carried out.

Search

Use the Search panel to control the search settings for the header bar search, the home page search and the Search Results page search.

Select categories from the list to limit the search results that are returned when a user performs a search anywhere in Data360 Govern. For all searches, the list of categories that the user can select is ordered as shown in the Search panel.

When a user performs a search from the home page search, the types that are selected in the panel are selected by default in the Search Categories drop-down list.

When a user performs a search from the Search Results page, the initial list of search results includes only items of the types that are selected in the Search panel.

If you do not select any options, all object types will be included in search results.

Default Route

Use the Default Route panel to specify the default home page that users will be redirected to when they log in to the application, for example example.data3sixty.com/artifact/1.

Users can override the default home page by clicking the Make this my home page button in the toolbar at the top of the page.

Rebuild Requests

• Rebuild Asset Graph - Rebuilds the visualization which is displayed on the Diagrams tab of an asset. Depending on the number of assets in your environment, the rebuild process can take a significant amount of time to complete and will impact the performance of your environment.
• Rebuild Display Values - Forces display values to be recomputed. In general, you will not need to use this button, but it can be useful if you need to troubleshoot display value issues.

  The "display value" is the text that is displayed in the breadcrumb on a selected asset, and is defined on the asset type configuration page, in the Display Format field. For example, when creating a new business asset type, the default Display Format is {Name}.

  This is a variable that is replaced with the name of a selected asset in the breadcrumb at the top of an asset detail page. Note that if you select an optional field when configuring the asset type Display Format, unpopulated values show as '---'.

• Rebuild Search Index - Allows you to manually initiate a refresh of the search indexes. You should force a refresh of the search indexes in the following situations:
  • When data has been added from outside of the application, such as from a database restore.
  • If you change the configuration of an asset type that alters or removes data on existing assets, for example if you remove or edit a field type.
  Note: In environments with a large amount of data, a complete rebuild of the search index can take a significant amount of time to complete.
• Rebuild Partial Search Index - Allows you to select specific asset types or categories for which you want to rebuild the search index.
  1. Click Rebuild Partial Search Index.
  2. In the Rebuild Search Index dialog, check one or more categories of asset types, for example "Business Asset" and "Technical Asset" to rebuild the search index for all asset types in the selected categories. Alternatively, check specific asset types within one or more categories to rebuild the search index for the selected items.
  3. When you have finished making your selection, click the Rebuild Indexes button.
  4. You can click the Refresh View button to update the list of items. This can be useful if there are any items that are processing or pending.
     Note: You can also access the rebuild and refresh options by clicking the menu button located on the far right of each row. Clicking the menu button unchecks any previous selections.

Security - Cross-origin resource sharing (CORS)

Cross-origin resource sharing (CORS) provides a secure way of allowing an originating domain to call APIs in a different one and, as a result, overcome the same-origin policy that is normally applied by web browsers. The Data360 DQ+ integration with Data360 Govern is an example of where CORS should be used.

1. Enter a comma separated list of allowed origin domain URLs in the field provided.

   In the case of Data360 DQ+ integration, the list should include each tenant address to which you want to provide access.

   Note: A wildcard value (*) cannot be used in the list.
2. Click Save Changes.

   Once saved, the CORS changes can take up to ten minutes to be replicated on all Data360 Govern servers, and so the values are cached for that length of time.

Security - Framing

The Framing field allows you to use iFraming to present Data360 Govern within specific URLs or domains.

1. Enter a comma separated list of URLs or domains that you want to allow to present Data360 Govern, in the field provided.The default is an empty field.

   Note: A wildcard value (*) cannot be used in the list.

2. Click Save Changes.

   This setting may take up to 10 minutes to take effect.

Hiding the navigation bar

Once you have saved the list of URLs or domains where you want to use iFraming, you can optionally hide the navigation bar, as follows:

• Add nonavigation=true to the browser URL field, after the Data360 Govern URL.

  Note: The first parameter should be preceded by a question mark (?), while the second and any subsequent parameters if any, should be preceded by an ampersand (&).

  Example:

  https://demo.preview.data3sixty.com/artifact/5?nonavigation=true

Any parameters are persistent for the current session, or until you click the browser refresh button, or press F5.

See Features > Hide Header Bar Controls for details of how to hide the controls in the header bar. The header bar and the breadcrumbs cannot be hidden.

Displaying a back button in the header bar

You can optionally display a back button in the header bar, positioned to the left of the breadcrumbs. When clicked, you return to the previous page in your browser history.

The back button is disabled, if there is no further history.

To display the back button:

Add showbackbutton=true to the browser URL field, after the Data360 Govern URL.

Example:

https://demo.preview.data3sixty.com/artifact/5?nonavigation=true&showbackbutton=true

Allowed Email Domains

The Allowed Email Domains field enables you to restrict access to your Data360 Govern environment, to only those email domain names that are listed. If field is empty, no further checks will be made and people from any email domain name will be allowed access.

1. Enter a comma separated list of the email domain names to which access is to be allowed.
2. Click Save Changes.

   This setting may take up to 10 minutes to take effect.