Before you begin working with the Discovery Center, you should develop a data quality and governance plan that meets your business goals and data objectives. Using your plan as a guide, your system administrator will perform the following tasks:
- Install Trillium Software System.
- Create and configure a repository on a TSS repository server.
- Create data connections to data sources for your work.
These administrative tasks are described in the Trillium Installation Guide, the Administration Center online help, and the Trillium Repository Administrator's Guide. After they have been completed, you can begin to use the Discovery Center.
The following are the basic getting-started steps:
- Verify repository and data connections with your administrator. If you do not have repository manager privileges, verify that your Discovery Center administrator has set up a repository for you to use and ask for the repository name. You need this to log in to the Discovery Center. Also, verify that a data connection to your data source has been created. You need this when you add profiled data sources.
- Log in to the Discovery Center and familiarize yourself with the workspace. See Touring Discovery Center to learn about the areas of the Discovery Center including the Home page and navigation menu. Also, learn how to customize views and windows.
- Data Sources. A data source is an object stored in a repository as a virtual image of the data table or file with which you want to work. When you work with a data source, you are not overwriting any data that physically exists in your external data source file, but instead working with a copy of it. You can also create a data source from a data file on your system, bypassing the dependency on a data connection. This is useful when you want to quickly upload a sample data file from your local system to the Discovery Center for analysis. Alternatively, you can create a dynamic data source, which links directly to an external data source without the need to load data into the repository.
- Analyze relationships in your data to help gain insight into how your data intersects and conflicts.
- Add and run business rules against the data in the data source. This allows you to see what data rows passed and failed the data standards and thresholds applied to the data.
- Group and organize rules in the Library. The Business Rules Library is a centralized location where rule sets, library rules, and library attributes are stored and shared.