Table of Contents

• Title and Copyright Information
• 1 Get Help in the Applications
  • 1.1 Additional Resources
  • 1.2 Learn About Accessibility
  • 1.3 Get Support
  • 1.4 Get Training
  • 1.5 Join Our Community
  • 1.6 Share Your Feedback
  • 1.7 Before You Begin
• 2 Accessing Data Catalog
  • 2.1 Data Catalog Overview
  • 2.2 Data Catalog Key Capabilities
  • 2.3 Data Catalog Architecture
  • 2.4 Catalog Components
    • 2.4.1 Domain
    • 2.4.2 Subject Area
      • 2.4.2.1 Relationship Between Subject Areas
    • 2.4.3 Entities
      • 2.4.3.1 Entity Type
        • 2.4.3.1.1 Stage Entity
        • 2.4.3.1.2 Result Entity
          • 2.4.3.1.2.1 Execute Result Area Entities Run Pipeline
    • 2.4.4 Properties
    • 2.4.5 Granularity
    • 2.4.6 Business Term
      • 2.4.6.1 Business Term Properties
      • 2.4.6.2 Business Term Glossary
      • 2.4.6.3 Business Term List of Values
      • 2.4.6.4 Related Business Terms
    • 2.4.7 Data Quality Checks
      • 2.4.7.1 Types of Data Quality Checks
      • 2.4.7.2 Use and Execute the Source Data Quality Check Process
    • 2.4.8 Slowly Changing Dimensions
      • 2.4.8.1 Types of SCDs
        • 2.4.8.1.1 Dimension Data population
        • 2.4.8.1.2 Hierarchy Data Loading
          • 2.4.8.1.2.1 Hierarchy Data Load
          • 2.4.8.1.2.2 Account Dimension
          • 2.4.8.1.2.3 Use and Execute the Dimension Population Process
  • 2.5 Catalog Extension
    • 2.5.1 Catalog Extension Process Workflow
      • 2.5.1.1 Create Business Terms
      • 2.5.1.2 Extend Business Terms
      • 2.5.1.3 Manage Dimension Entity
        • 2.5.1.3.1 Create a Dimension Entity
        • 2.5.1.3.2 Extend Dimension Entity
      • 2.5.1.4 Extend Fact Entity
    • 2.5.2 Publish Change Request
      • 2.5.2.1 Publish Change Request Process Workflow
      • 2.5.2.2 System Restrictions during Publish Change Request Operations
        • 2.5.2.2.1 Operations which can be performed during Publish Change Request
        • 2.5.2.2.2 Operations which cannot be performed during Publish Change Request
    • 2.5.3 Publish an Action
  • 2.6 Data Controls
    • 2.6.1 Data Quality Framework
      • 2.6.1.1 Create a Rule
      • 2.6.1.2 Edit a Rule
      • 2.6.1.3 Delete a Rule
      • 2.6.1.4 Create a Group
      • 2.6.1.5 Edit a Group
      • 2.6.1.6 Delete a Group
      • 2.6.1.7 Limitations
• 3 Issues and Actions
  • 3.1 Issues
  • 3.2 Actions
  • 3.3 Tracking and Work flow
    • 3.3.1 Manage an Issue
    • 3.3.2 Create or Log an Issue
    • 3.3.3 Update an Issue
    • 3.3.4 Close an Issue
    • 3.3.5 Reopen an Issue
    • 3.3.6 Delete an Issue
    • 3.3.7 Manage an Action
    • 3.3.8 Create an Action
    • 3.3.9 Create an Action for Data Management – Data Entry and Excel Uploads through DMI
      • 3.3.9.1 Adding Data to Table – Forms created using Data Entry
      • 3.3.9.2 Adding Data to Table – Forms created using Excel Upload Excel Workflow
      • 3.3.9.3 Update an Action
      • 3.3.9.4 Approval Workflow for Issues and Actions
      • 3.3.9.5 Extension Issue Action Workflow
      • 3.3.9.6 Approve an Action
      • 3.3.9.7 Return an Action
      • 3.3.9.8 Close an Action
      • 3.3.9.9 Reopen an Action
      • 3.3.9.10 Delete an Action
      • 3.3.9.11 Create or Update a Business Term
• 4 Data Maintenance Interface
  • 4.1 Process of DMI Windows
  • 4.2 User Role Mapping and Access Rights
  • 4.3 Access the Data Maintenance Interface
  • 4.4 Form Designer Summary Page
  • 4.5 Creating New Forms in Form Designer
    • 4.5.1 Creating Forms Using Excel Upload
    • 4.5.2 Creating Forms Using Data Entry Option
    • 4.5.3 Creating Data Filters for New Form Definitions
    • 4.5.4 Enabling Data Security for New Form Definitions
    • 4.5.5 Enabling User Security for New Form Definitions
  • 4.6 Approving and Rejecting New Form Definitions
    • 4.6.1 Approving a Forms Definition
    • 4.6.2 Rejecting a Forms Definition
  • 4.7 Managing Form Definitions
  • 4.8 Viewing Form Definitions
  • 4.9 Editing/Amending Form Definitions
  • 4.10 Copying Form Definitions
    • 4.10.1 Re-Uploading Form Definitions
  • 4.11 Deleting Form Definitions
  • 4.12 Data View
    • 4.12.1 Adding Data to Table – Forms Created Using Data Entry
    • 4.12.2 Adding/Editing a Draft Record
    • 4.12.3 Deleting Draft Records
    • 4.12.4 Editing Approved Records
    • 4.12.5 Approving and Rejecting Records
      • 4.12.5.1 Approving Draft Records
      • 4.12.5.2 Rejecting a Record
      • 4.12.5.3 Editing a Rejected Record
• 5 Data Integration
• 6 Data Operations