6 Getting Started with EDQ

This chapter describes how to start using EDQ and is intended to help you become familiar with the main components of EDQ.

6.1 Logging Into EDQ

You can access the EDQ Launchpad and client applications by starting a supported browser and enter the following URL:

http://server name:port number/edq

where server name is the name of the server onto which you installed EDQ and port number is the HTTP or HTTPS port that your application server is running against. If you have deployed the application server to run against a different port, you should use your port number.

Enter your login credentials for the appropriate application server:

WebLogic

Your WebLogic user as described in Section 2.2.3, "Choosing User Accounts."

Tomcat or WebSphere

Use the default EDQ administrator account, dnadmin, using the password, dnadmin, to log in. You are prompted to change the password the first time you log in. This password must meet the default security standards.

6.2 The EDQ Launchpad

The Launchpad provides access to the EDQ client applications, services, and system management. The following may be displayed on the Launchpad when EDQ is installed:

Director

Starts the Director client application, which is the main configuration application.

Server Console

Allows you to perform the following tasks:

  • Schedule jobs

  • View current tasks

  • View the event log

  • View job results

Dashboard

Starts the Dashboard, where published data quality metrics are displayed.

Match Review

Starts the Match Review application, which allows users to view an overview of the reviews assigned to them and to launch the review application.

Case Management

Case Management is an application designed to support the manual investigation of results from data quality processes. It is also used as the main investigation application in Oracle Watchlist Screening, for both batch and real time screening results. Using Case Management, privileged users can manage and review matching results using highly configurable workflows with a comprehensive audit history of all investigation work.

Case Management Administration

Case Management Administration provides the following areas of functionality:

  • Workflow Administration—allows you to create, edit, copy, import, export and delete workflows.

  • Case Source Administration—allows you to import, export and delete case source definitions.

  • Permission Administration—allows you to define and manage the data that users have permission to access.

Administration

This application allows a sufficiently privileged user to configure EDQ users, permission groups, password and security rules, extensions, the applications that appear on the launchpad, and the ability to view and monitor sessions.

Web Services

Displays details of the web services configured in the EDQ server.

Change Password

Allows a user to change their password. The user must log in using their own password, then provide and confirm their new password. This option is not available when using a WebLogic Server.

Help

Allows you to retrieve information about how to use each EDQ application.


An Administrator can reconfigure the Launchpad to define the user applications and links that are displayed to users using the Administration pages. For more information, see the EDQ Online Help.

6.3 EDQ Documentation

In addition to the EDQ documentation set (see Section *, "Related Documents,") it is delivered with an extensive set of online documentation that is accessed as follows:

Online Help

Online help is provided for all user applications. It is accessed in each application by pressing the F1 key or by clicking the Help icons.

Project Browser Context-Sensitive Help

All of the main nodes in the Director project browser, such as projects, snapshots, issues and so on, have integrated links to help pages that explain the terms used and the purposes of the object. This context-sensitive help can be accessed by right-clicking on an object in the Project Browser and selecting Help from the context menu or by left-clicking on the node and pressing F1.

Processor-Specific Context-Sensitive Help

Each of the supplied data quality processors in the Director Tool Palette has associated help documentation, explaining what the processor does, which data types it can handle, its inputs and outputs and examples of how you might use the processor. This help can be accessed by right-clicking on a processor on the canvas and selecting Processor Help from the context-sensitive menu or by left-clicking on a processor, either on the canvas or in the tool palette, and pressing F1.