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Discover: navigation and properties

The Discover interface provides access to all data and metadata tools enabling Search, Browse, Edit, Explore, and Query.

Navigating Discover

Users can filter on attributes to hide or display grid-specific columns. Alternately, edit User Preferences by selecting Profile in the upper right drop-down of the main navigation bar; this opens User Profile, User Access, and User Preferences where column preferences can be set. Display or hide columns by clicking on the field selector for the grid, available directly above the grid.

Filtering on columns

Select columns to display by checking desired columns in the field selector directly above grid

Navigating objects

The navigation bar displays available object grids in descending hierarchical order:

  • Datasets
  • Source Hierarchy
  • Sources
  • Entities
  • Fields

Select the desired object grid and navigate to or hover over object rows of interest. Select the icon view object (view) icon to View Entities and View Fields to drill into lower (child) level components (Sources, Entities, Fields).

View Entitles

Select view icon to drill into lower level

View Details: Select the icon view and editable details(pencil) icon to open Source information panel with options to view General Information details or add and define editable property values.

View and edit details

Select pencil icon to view and edit details

More actions:

  • Load Logs: Opens log details of dataloads with associated metadata
  • Create Dataset: Enables creation of Dataset with selected object
  • Add to Dataset: Adds object to Dataset (select appropriate dataset from dropdown)
More actions

Select more to view available actions for the object

Editing objects

Sources, entities, and fields are defined by metadata properties— key/values that are specified in General Information and Properties modals accessed by selecting the icon edit(pencil) to view and edit details..

General Information

The first Source Information properties tab displays details about the metadata environment. These properties are created upon entity creation.

Editable fields within the modal include Business Name, Business Description, Tags, and Source Hierarchy (via dropdown). Non-editable fields include Name, Last Updated at, Communication Protocol, Source Type, and Base Directory.

General Information tab in Source Information

Source information modal

Source Information: Properties

Source Information properties can be added from the second modal tab.

Select the icon add property (plus) icon (Add Property) to open a drop-down with optional Source Properties.

Properties tab in Source Information

Add a property to appropriate object level

Select desired source property, enter value, and Save.

Select desired source property from dropdown, enter value, save.

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