Administer Pentaho Data Catalog

Learn how to manage the Pentaho Data Catalog application.

Use this guide to configure, secure, and maintain Pentaho Data Catalog after deployment.

The Admin guide helps you control access, connect and maintain source systems, configure governance settings, support ingestion and processing, and maintain platform behavior in production.

Use this guide when you need to:

• set up users, permissions, access requests, or licensing
• connect data sources and maintain ingestion-related assets
• configure glossary, properties, labels, rules, and other governance controls
• support BI, physical asset, and ML model metadata
• tune schedules, workers, advanced settings, logging, backup, or troubleshooting

This guide is primarily for platform administrators, operations teams, security administrators, and integration administrators. Some topics can also be completed by a data steward or by the owner of a data source, depending on permissions and responsibility.

---

Browse by admin area

Choose one of these paths to begin.

Access and security

Configure roles, communities, access requests, and offline licensing.

• Users and permissions
• Access requests
• Offline licensing

Connectivity and ingestion

Add source connections and configure the assets and jobs that support ingestion workflows.

• Data sources
• Applications
• Data operations
• Data pipe templates
• Workflow templates
• Schedules
• Worker processes

Governance and metadata configuration

Set up the structures and controls that help organize and govern catalog content.

• Collections
• Business glossary
• Policies and standards
• Rules
• Associations
• Properties
• Custom properties
• Data labels

Identification and enrichment

Configure the logic used for discovery, matching, and classification.

• Data identification methods
• Dictionaries
• Data patterns

Domain-specific administration

Configure and maintain metadata for specialized domains.

• Business Intelligence components
• Physical assets
• Machine Learning models

Platform operations

Update system settings, configure operational reporting, prepare recovery, and resolve issues.

• Advanced configuration
• Troubleshooting Pentaho Data Catalog

---

Choose the right guide

Use the guide that matches your task.

What's new

Discover the latest PDC features!

Install

Install, deploy, or upgrade Pentaho Data Catalog

Getting Started

set up and begin using PDC

Use PDC

Explore data and use Pentaho Data Catalog features

Administer

Configure, secure, and maintain PDC after deployment

API documentation

Authenticate and work with public endpoints