Octopai User Guide

Octopai web platform

Section 1 - Spaces Menu

Section 2 - General Options

Section 3 - Main Pane

Section 4 - Help Button

Section 1 - Spaces Menu

Clicking on the icon, the menu can be expanded to see more details.

The left menu divided in three Spaces:

1. Lineage Space
   

   Cross System Lineage
   Inner System Lineage
   Live Lineage
   E2E Column Lineage

2. Discovery Space
   Discovery
3. Knowledge Hub Space
   Data Catalog

Section 2 - General Options

- System Monitor
Pop-up window containing the list of connectors by Number / Name / System / Status / Last Refreshed Date

- User Notification will show the License Type

- Recent Activities
Recent Activities will identify the lasts searches.

Clicking on the red funnel, you can refine your search selecting amongst options like Sub Module / Activity / Tool Name / Tool Type

- Need Help? - Hop to the Octopai Knowledge Center

- User Avatar

Administrators can switch the Admin Console

Logout button (open for all users)

- Metadata Connections

Lists all the Metadata Sources extracted by tool type.

Each Metadata Source can be switched ON/OFF to be displayed or hidden on the lineages.

The option can only be expanded when the user is on the Cross System Lineage Dashboard.

Section 3 - Main Pane

Search Box (Fuzzy Search) - From reports to processes, part of the names. (Not for columns)

Data Objects List by Type & Color

BLUE AREA - ETL, SP, SQL Files   

RED AREA - DB Objects, Analysis Services, Physical Objects 7)

GREEN AREA - Reports

Section 4 - Help Button

Get help from Octopai Support Team