Navigating Discovery Center - trillium_discovery - 17.1

Discovery Center is a data quality interface that gives you the tools to discover, track, and manage your data assets. The interface is designed to allow you to add, view, and manage the data quality objects stored in the repository that you need to do your work.

This topic describes the various areas, menus, and tasks in the Discovery Center you use to complete work.

Title Bar

The top title bar is always available and displays the ID of the user currently logged in to the Discovery Center, the name of the repository the user is accessing, and the Log Out button.

Figure 1. title bar

Menu Bar

The second top bar is always available and displays the following items:

• Home ( ). Click to return to the Home page at any time.
• Task Queue. Shows the number of active tasks in the queue. Click to see more information about the status of running and waiting tasks.
• Tasks. Click to open the Task Manager which shows all available information about the status of running and waiting jobs in the task queue.
• Refresh. Click to refresh the data displayed on the current page. If you have unsaved changes, you will be prompted to save them before the page refreshes.
• Universal search box. Enter the partial or full name of a data source, data source rule, library rule, or join analysis you want to find and click the object type in the drop-down list. The search results page for data sources, rules, or joins analysis opens showing all results for the object with the search keyword in the name.
• Help menu. Click Help to see the following options:
  • Select Open Online Help to open the Discovery Center Help.
  • Select Contact Precisely Support to open the Customer Support website. (An active maintenance plan is required to obtain customer support for Trillium.) Telephone numbers to contact support are also available.
  • Click About Discovery Center to open information about the Discovery Center version, server build, server name, port number, browser version, and copyright.

Figure 2. menu bar

Navigation Menu

The navigation menu on the left side of the Discovery Center is organized into four task categories: Data Discovery, Rules, Library, and Files. Click a category to open and hide the menu links it contains.

Note:

Click Hide Menu to hide the navigation menu to save space on your screen. Click Show Menu to display the hidden menu.

The following links are available from the navigation menu:

• Data Discovery
  • View Data Sources. Search through all data sources and filter the available data sources using conditions.
  • Add Data Source. Select, configure, and add (or link) external data sources to the current repository.
  • View Joins. View all joins and open Venn Diagrams that show a graphical representation of join components.
  • Add Join Analysis. Add a permanent (created) or discovered join analysis to the repository.
• Rules
  • View Rules. Search through all business rules and library rules or filter the available rules using conditions.
  • Add New Rule. Create a new rule and save it to the current repository.
  • Add New Rule Set. Add new rule sets to the Library.
  • Import Rule Set. Import rule sets from your server or local system to the Library.
  • Export Rule Set. Export rule sets to your server system.
  • Manage Rule Categories. Add, edit, associate, and delete business rule categories.
  • Manage Rule Priorities. Add, edit, and delete business rule priorities.
• Library
  • Rules Library. Open the Business Rules Library to manage rule sets, library rules, library attributes, and data source associations.
• Files
  • Upload File to Server. Upload a file from your client system to the \export directory of the repository server system for use in the Discovery Center.

Figure 3. navigation menu

Tab Drill Downs

Many tabs in the Discovery Center can be drilled-down from to see additional details. To drill down, you double-click a row.

Figure 4. tabs example

Drilling down opens new tabs or refreshes existing tabs to show associated data and metadata about the current repository object you are examining (business rule failing rows, data rows in a data source, and so on). You toggle (click) between tabs. Some tabs can be closed by clicking the X to the right of the tab name. You can have multiple tabs open at a time. If you have more tabs open than fit on the page, you may need to scroll through the tabs by clicking the arrows to the left or right of the tabs.

Figure 5. arrow example

Drill Down From Data Sources

When you open a data source, you can drill down to see more information from its Properties, Summary, and Attribute Details tabs. For more information, see Examining Data Sources.

Bookmarks

To bookmark a page you want to return to, use your browser's favorites or bookmark feature. For example, if you have created a filter to find a specific sub-set of data sources, bookmark the results view.

Back and Forward

The Discovery Center dynamically remembers the state of a page as you go back or to the next (forward) page using your browser's back and forward buttons. If the object you are viewing has been deleted from the repository server, it is no longer available to view.