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Node certification and user roles

Node certification

In the Data Catalog, Data Stewards (usually admins or container admins) can certify nodes. By certifying nodes, you let other users know that the data is verified. To certify a node, go to the custom search page by clicking Manage Data Catalog in the top-right corner.

Manage Data Catalog

Clicking the person icon in the top-right corner reveals the link to Manage DataCatalog.

Use the search box and/or filters on the left side to pinpoint specific nodes.

Data Catalog filters

Filters are available on the left side of the screen.

As an example, you can search for Sales.qvw and sort by Popularity. You can then certify the Budget node from this view if you want to.

Certifying a node

A search screen. The results of the search appear in a table at the bottom of the screen. On this table, beside the Budget node, the 'Certify node' shield icon is selected.

You can also click on the node to expand it and get even more details if needed before certifying. It is also possible to add comments here.

Detail view of a node

The Detail view of a node. "Not certified by Data Steward" is selected.

To make it easier to find nodes of interest, a collaboration feature for node verification has been added to the Catalog. All users can promote any node that they feel could be of interest for their peers. Data Stewards can certify a node to show all users that the node fulfills any requirement that the organization might have, e.g. that a specific KPI has a valid definition, and its output has been verified.

To make it easy for Data Stewards to act on nodes that have been promoted by a user, the filters can be used to show only the nodes that have been promoted, but not yet certified.

It is also possible to bulk certify many nodes by selecting them and then pressing the green check marker under Collaboration.

Bulk certifying nodes

The Data Catalog. On the left pane, under the Collaboration menu, the filter is set to show only nodes that are promoted but not certified. All nodes are selected. Above the nodes, the check mark under "Certify" is selected.

Users and roles

If multiple security levels are required, you will need to set up user accounts for these different access levels. As mentioned in Containers, the information could also be split in containers based on security reasons. It is only on container levels that security can be applied.

The security access is on Container Tag level. To set a tag, go to the NodeGraph settings and go to the desired container.

Container tags

The Containers screen. The container "Store Sales" is selected, and the container tags BusinessUsers and DataStewards are visible.

To set up users, go to the Users settings in NodeGraph and click “Add user”. You can set up container tags here as well as giving access to different modules, as seen below. It is recommended to do this to avoid overwhelming users that do not need to see all the information. If the user should be an admin, check the “Is this user an admin?” box and all the modules will be selected.

User module access

The Add and Edit User window. The available fields are Username, Password, Container Security Tags, Module Access, and Data Catalog Roles.
Information noteNodeGraph is by default set to “<add key="Authentication" value="None" />”, so all visitors will have full administrator access. To activate authentication please see Authentication.

As you can see in the last image, the user “BusinessUser1” has access to the Data Catalog. If you look at the very bottom of the image you can see that there is a section called “Data Catalog Roles”. This is a feature added to limit the amount and type of information in the Data Catalog because it might not all be relevant for all users. A business user might not need to see the database tables or views. This is a great way to narrow down the information users can see to avoid overwhelming them.

To change or set up the roles, go to the Roles section in the settings. From there you can use the two pre-made roles (Advanced & Basic) and configure these. You can even add custom roles if needed.

Select the plus sign to add a role.

Add a Role

The Roles page. Two menus are available: Your Roles and Selected Role. The plus sign on the Your Roles menu is highlighted.

To change what the role can see in the Data Catalog, select the role (you can see which role is selected by looking at the top left of the screen).

Editing a Role

The Roles page. The top left of the screen displays that the role "Business Users" is currently selected.

Click on Data Catalog Assets on the top right to change the role settings. You can control the Data Catalog level of access from here.

Data Catalog Asset settings

At the top right of the screen, Data Catalog Assets is selected. This brings up a menu listing Asset Owner, Asset Type, Level of Access, and Content Details.
Information noteWhen new roles have been added in the settings, you will see these at the bottom of the “Add user” prompt (in the user settings). This is how you give users their roles.

Data Catalog user roles

The available Data Catalog roles: Advanced, Basic, and Business Users.