Tour of the Home page

The Home page provides a central location for accessing the business tools available to you based on your permissions, such as data canvas, business glossary, applications, policies, management, workers, and so on. You can also access your user profile from the top menu bar and use the menu bar on the left to navigate to different features in the product.

User menu bar

Access the top menu bar to manage your user profile, view assigned role, and log out. View the following table for details about these features:

Icon

Name

Function

Profile icon

Profile

Click the Profile icon to view your assigned user role and email domain.

More options icon

More

Click the More icon and select Log Out to log out of Data Catalog.

Help icon

Help

Click the Help icon to go to the documentation.

App switcher icon

Apps

Click to explore all apps associated with Data Catalog, including Dashboard, that extend the visual discovery and relationship discovery capabilities of Data Catalog.

Edit

Click Edit to open the Landing page options window, where you can configure the landing page with available options in Shortcuts and Tables. Additionally, you can choose to have a vertical or stacked arrangement in Layout.

## Left navigation menu

Use the navigation menu bar on the left of the page to access the key features available to you in Data Catalog, depending on your permissions. You can expand and collapse the menu to have a better view. The following is a list of the menu icons and the features they open:

Icon

Name

Feature

Home icon

Home

Returns you to the Home page from your current location in Data Catalog.

Data Canvas icon

Data Canvas

Explore your data on the Data Canvas page. For more information, see.

Glossary icon

Glossary

Opens the Business Glossary page where you can create, organize, and curate business terms to help you navigate your data. For more information, see.

Reference data icon

Reference Data

Opens the Reference Data page., which contains relatively static, unchanging data values that organization commonly uses.

Data Mastering icon

Data Mastering

Opens the Master Data page, where you can manage, consolidate, and maintain high-quality master data across the organization.

Applications icon

Applications

Opens the Applications page, where you can create, organize, curate, and identify application assets like external applications, groups, and categories to help you understand what type of data is linked from an external application. For more information, see.

Policy icon

Policy

Opens the Policy page, where you can access and manage policies that govern how data within Data Catalog is managed, accessed, and used. For more information, see Policy.

Management icon

Management

Manage your data sources, users, user roles, workers, business rules, schedules, dictionaries, and more in the Manage Your Environment page.

Workers icon

Workers

Monitor the data activities’ progress on the Workers page. For more information, see the Administer Pentaho Data Catalog document.

Galaxy icon

Galaxy

Opens the Galaxy View feature, which offers a visual representation of data assets and their relationships. For more information, see.

Dashboard icon

Dashboards

Opens the Overview dashboard where you can access centralized monitoring of your Data Optimizer operations. For more information, see Dashboards in the Get started with Pentaho Data Catalog document.

## Quick access cards

When you navigate to the Home page, you can see quick access cards for various Data Catalog features, depending on your permissions. Based on the options selected in the Landing page options window (when you click Edit), it can display the following widgets.

Card
Description

Explore your data

Click Open Data Canvas, and it takes you to the Data Canvas page, where you can explore your data. For more information, see.

Organize your data

Click Open Business Glossary, and it takes you to the Business Glossary page, where you can create, organize, and curate business terms to help you navigate your data. For more information, see.

Manage your data

Click Open Management, and it takes you to the Manage Your Environment page, where you can manage your data sources, users, user roles, workers, business rules, schedules, dictionaries, and more.

In addition, based on the layout selected (vertical or stacked) in the Landing page options window, you can view the following tables in different arrangements.

Table

Description

Tasks

Provides a quick look at the tasks assigned to you.

Mentions

Lists instances where your username has been mentioned and the context of that reference.

Processed Items

Provides a quick overview of recently processed items with activity, type, name, and end time. You can also expand to view details of the individual activity.

Data Operations

Displays your data operations.

Click the icon to open the Data Operations page and view the operations details. You can also search file names by entering terms in the Search field.

for more information, see the Manage data operations section in Administer Pentaho Data Catalog.

Capacity Migrated

Provides a line chart plot of the scanned content and tiered data. You can rollover the graphic to view detailed information.

Metadata Rules Executed

Displays the pending rules and executed rules with the time of completion.

Click the icon to open the Rule Definition page to view the rule's criteria and history. You can also search rule names by entering terms in the Search field.

See the Manage rules section in the Administer Pentaho Data Catalogdocument.

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