Knowledge Hub User Guide

Welcome to the User Guide for the Knowledge Hub

This guide aims to help you effectively navigate and utilize the Knowledge Hub to simplify data discovery and management. By centralizing metadata and offering advanced search, collaboration, and integration features, the Knowledge Hub enhances productivity and facilitates informed decision-making.

Key Features and Benefits:

• Metadata Management: Capture and organize metadata, enabling users to understand data structure and quality.
• Search and Discovery: Find specific datasets, tables, or files quickly using advanced search and navigation options.
• Collaboration and Data Governance: Share, comment, and collaborate on data assets while ensuring security and compliance.
• Integration with Data Ecosystem: Seamlessly integrate with data sources, management tools, and analytics platforms.

Target Audience: Data analysts, scientists, business intelligence professionals, and data engineers can benefit from this guide. It caters to both novice and experienced users, providing comprehensive instructions and best practices for leveraging the Knowledge Hub.

Start your journey of data discovery and management with the Knowledge Hub and unlock the full potential of your data assets.

Knowledge Hub

Search

Filter Section

Assets Results

Asset Details Pane

Contacts / Tags / Posts

Search

Search by System

Improve your search, filtering by System.

Search by Term (Fuzzy search)

Enter a term in the search box, and Octopai will find it within the Asset's definitions.

Advanced Search

With advance search, you can refine your search by combining up to three options by using AND/OR.

Filter Section

The search filters in Octopai's platform include various attributes that help users quickly find the desired data assets, offering a seamless shopping-like experience. Once all the attribute filters are set, simply click on "Apply" to filter the results.

- Collapse/Expand Filter Section

- Layer Settings - Octopai's Knowledge Hub enables users to customize their asset visibility by selecting specific layers using the Layer Setting selector. The selected layer setting is saved for the user and remains unchanged between sessions.

Layer Type	Layer Name	Comments
Reports	Report Name
	Presentation	Assets of Identical name are aggregated per tool.
	Semantic
	Physical	Assets of Identical name are aggregated per tool.
Analysis	Semantic
Database	Physical
ETL	Physical
Custom Asset Types	Custom Asset Types	Assets that are created within the Data Catalog

Assets Results

The section displays all assets based on the search and filter criteria, including the Asset Layer, Name, Path, Type, and Tool. Users have the option to export the list to an Excel Spreadsheet and also create new Augmented Assets.

Total Assets - After searching and/or filtering, this indicates the number of Assets found.

Asset row will show:

• Layer Icon (See the description by hovering over the icon)
• Asset Name
• Asset Path
• Asset Type / Asset Tool

- Export the Total Assets to an Excel Spreadsheet (Limited to 50K values)

- Create Augmented Assets

Asset Type	Purpose
Master	To create a single asset to represent multiple assets that would be linked to it.
Business	To hold the business terminology / to create a single asset to represent multiple assets that would be linked to it.
Project	An asset that represents a Project, its scope, who is responsible for it, etc. and can be linked to other assets relevant to the project.
Policy	An asset that represents a Policy, its description, what it applies to, who is responsible for it, etc. and can be linked to other assets associated to the policy.
Report	To Represent Report objects that were not automatically harvested (for example, from an unsupported system).
Analysis	To Represent Analysis objects that were not automatically harvested (for example, from an unsupported system).
Database	To Represent Database objects that were not automatically harvested (for example, from an unsupported system)
ETL	To Represent ETL objects that were not automatically harvested (for example, from an unsupported system)
Data Catalog	General for any other type of asset. (formerly 'ADC Asset')

Asset Details Pane

Icon	Description
	Layer - (Physical / Semantic / Presentation)
	Asset Name + Status Badge Asset Tool  | Asset Type
	Rating - Average rating is intended to imply of the quality of the data asset as perceived by the users, the detail pane will display the avg rating as well as amount of ratings. Clicking on the rating will give: a. option to rate b. list of all users that rated the asset and their rating. Range 1-5
	Status - indicates whether the Assets can be used/trusted. Each status is assigned a color to easily be identified. Default statuses ‘Approved', ‘Pending', ’Not for use’ Approved assets add a badge to their asset in the result pane. Admins can add/edit new statuses including assigning a relevant color. Sensitive - Assign sensitivity of asset to indicate how the asset can be used. (Yes/No)
	Presentation/Physical Columns integrate with End to End Column Lineage Reports, Views, Procedures, Processes and Functions integrate with Inner System and Cross System Lineage Tables integrate with Cross System Lineage Discovery - Searches for the Asset by Name in the Discovery module
	Overview Properties                      Description                      Technical Description                      Calculation Description                      Origin Description                      Origin Calculation                      Sample Path                      Data Type                      Source system                      (List of Custom Attributes)  Audit (Refers to Octopai Only)                       Updated By                       Entry Date                       Last Update
	Linked Assets Automated - non-editable links created as a result of analysis (Example, Report Presentation Assets linked to Report, View columns linked to View). Augmented - links that can be added/removed by user.
	Create Manual (Augmented) Linked Assets Select from the proposed list the existing asset to create an augmented link.
	Grid - Pop-up window detailing the Linked Assets Properties The list can be downloaded to Excel.
	Export  - The lists can be downloaded to Excel.

Contacts / Tags / Posts

Suspend (...) - Suspend of an asset will disable modification of any detail and gray them out Chain Icon – Share the Asset location to increase collaboration (Copy unique url) X – Close the Detail Pane Contacts – Data Owner (technical Owner)                - Data Steward (Administrative Owner) Tags - Selection from existing tags or create new Posts - Engage in Collaborative Discussions: Within the Knowledge Hub, you can foster collaboration by creating posts and mentioning other users using the '@' sign and selecting their name from the dropdown list. When you mention users in a post, they will receive email notifications that include the asset name, post details, and a direct link to the relevant asset, ensuring efficient communication and easy access to the discussed information. It's important to note that all posts are saved and publicly visible, allowing for transparency and enabling users to benefit from shared knowledge and insights.