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Creating Content
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Governance
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Tags
Governance
Tags
1. Create Tag (prior to Version 6.3.3)
2. Create Tag
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Topics
1. Governance Concepts and Best Practices
1
1.1 Best Practices for Using Tags, Glossary Terms, and Custom Fields
2. Certifying Objects
3
2.1 Certification Levels for Elements
2.2 Certifying Objects Other Than Elements
2.3 Certification Level Auto Synchronization
3. Custom Fields
5
3.1 Understanding Custom Fields (prior to v7.0.2)
3.2 Understanding Custom Fields (v7.1.0+)
3.3 Add Custom Fields
3.4 Working with Sections for Custom Fields
3.5 Custom Field Auto Synchronization
4. Glossary
7
4.1 Understanding Glossary
4.2 Add New Glossary Section
4.3 Create a Glossary Term (v6.4.5)
4.4 Create a Glossary Term (v7.1.1+)
4.5 Automatically Import Glossary Terms
4.6 Merge or Replace Existing Glossary Terms on Elements
4.7 Glossary Auto Synchronization
5. Lineage
1
5.1 Understanding Object Lineage
6. Metadata Propagation
2
6.1 Understanding Metadata Propagation Options
6.2 Configure Metadata Propagation Rules
7. Publishing Workflows
5
7.1 Understanding Publishing Workflows
7.2 Create 2-Party Publishing Workflow
7.3 Execute Publishing Workflow in Content Center
7.4 Configure Publishing Workflow Automation Rules
7.5 Create 2-Party Publishing Workflow (v7.1.0+)
8. Tags
2
8.1 Create Tag (prior to Version 6.3.3)
8.2 Create Tag
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Other Resources
Getting Started
4
Metric Insights Overview
Jump Start Guide for Administrators
Jump Start Guide for Regular Users
Use Case Workflows
Getting Data
9
Connecting to Data Sources
Sourcing Data from Plugin Data Sources
Sourcing Data from SQL Data Sources
Automating the Collection of Data
API Access
Working with Tableau
Working with Qlik Sense
Working with Microsoft Power BI
Working with Google Services
Creating Content
8
Datasets
Creating Basic Metrics and Reports
Creating Dimensions
Creating Dimensioned Metrics and Reports
Governance
Apps (Portal Pages)
Concierge Service
User Maps
Alerting
1
Alerting
Collaboration and Sharing
3
Adding Context to Metrics
Pushing Information to Users
Chatbot Integrations
System Administration
11
Announcements
Controlling Access to Metric Insights
Controlling Access within Metric Insights
Customer Portal
Deployment & Configuration
FAQs
How-to Videos
Identity Profiles
Maintenance
Managing the Metric Insights Environment
Release Notes