Quick Start
Whether you are a data source administrator making connections to a new data source, a Business Glossary Administrator curating existing business terms, or a reader analyzing the fresh data influx, Pentaho Data Catalog provides tools for your data management, classification, and discovery needs.
To get started using the Data Catalog, log in using the address and credentials provided by your Data Catalog service user or administrator.
Log in to Pentaho Data Catalog
Before your initial login, ask your Data Catalog administrator for the following items:
URL and port number of the Data Catalog web server.
User name and password for accessing Data Catalog.
To access your catalog, perform the following steps:
Launch a web browser and enter the URL and the port number of the Data Catalog web server provided by your Data Catalog administrator:
http://<*IPAddress*>:<*port number*>/If you are using Data Catalog virtual machine images, use the following location from inside the VM image:
http://localhost:8082/The Data Catalog Welcome page appears.
Enter your email and password and click Sign In.
Do not save the login credentials in your browser if prompted. This is a security risk because sometimes browsers populate these values randomly into UI fields. It is also best practice to disable the default browser behavior that prompts you to save login credentials.
The Home page displays.
Tour of the Home page
The Pentaho Data Catalog 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 use the menu bar on the left to navigate to different features in the product.
User menu bar
The top menu bar is visible from anywhere in Data Catalog. The following table includes details about its features:
Access Request
Click the Access Request icon to open the Request Access window. See Request access for information on completing the request.
Notifications
Click the icon to view your notifications. You can switch your view between Unread and All notifications. A number next to the icon shows how many unread notifications you have.
Profile
Click the icon to view your assigned user role and email domain.
More
Click the icon and select Log Out to log out of Data Catalog.
Documentation link
Click the Documentation link icon to go to the Data Catalog documentation.
Apps
On PDC 10.2.1 deployments, click the Apps icon to explore all apps associated with Data Catalog, including Dashboards, which extends 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. Note: This option is only visible on the Home page.
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:
Home
Returns you to the Home page from your current location in Data Catalog.
Data Canvas
Explore your data on the Data Canvas page. For more information, see Data Canvas.
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 Business Glossary.
Reference Data
Opens the Reference Data page., which contains relatively static, unchanging data values that organization commonly uses.
Data Mastering
Opens the Master Data page, where you can manage, consolidate, and maintain high-quality master data across the organization.
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 Applications.
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
Manage your data sources, users, user roles, workers, business rules, schedules, dictionaries, and more in the Manage Your Environment page.
Workers
Monitor the data activities’ progress on the Workers page. For more information, see the Administer Pentaho Data Catalog document.
Galaxy
Opens the Galaxy View feature, which offers a visual representation of data assets and their relationships. For more information, see Galaxy view.
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.
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 Data Canvas.
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 Business Glossary.
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.
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 Catalog document.
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