User Guide

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  • Welcome
  • Getting Started
    • Understanding Your Organization's Data Assets
    • A First Look at Spectrum Discovery
  • Connecting to Data
    • Connections
    • Defining Connections
      • Connecting to Amazon
        • Connecting to Amazon DynamoDB
          • Amazon DynamoDB Limitations
        • Connecting to Amazon S3
          • Using Amazon S3 Cloud Encryption
        • Connecting to Amazon SimpleDB
          • Amazon SimpleDB Limitations
      • Connecting to Apache Cassandra
        • Apache Cassandra Limitation
      • Connecting to Azure Cloud
      • Connecting to Context Graph
        • Context Graph connector limitation
      • Connecting to a Flat File
        • Connecting to a Delimited Flat File
        • Connecting to a Fixed-Width Flat File
        • Date Time Formats in a File Connection
      • Connecting to an FTP Server
      • Connecting to an SFTP Server
      • Connecting to Google Cloud Storage
      • Connecting to Hadoop
        • Compression Support for Hadoop
      • Connecting to Hive
      • Connecting to a JDBC Database
        • Importing a JDBC Driver
        • Manually Adding a JDBC Driver
        • Deleting an Imported JDBC Driver
        • Supported Database Data Types
        • Supported Database Data Types for Spectrum Spatial
        • JDBC Database connector limitations
      • Connecting to Knox
      • Connecting to a Windows Mapped Drive
      • Connecting to Marketo
        • Marketo Limitations
        • Supported Entities and Operations
      • Connecting to Microsoft Dynamics 365
        • Connecting to Microsoft Dynamics 365 Online
        • Connecting to Microsoft Dynamics 365 On Premise
        • Limitations
        • Supported Entities and Operations
      • Connecting to a Model Store
      • Connecting to NetSuite
        • NetSuite Limitations
        • Supported Entities and Operations
      • Connecting to NoSQL
      • Connecting to Salesforce
        • Salesforce Limitation
      • Connecting to SAP NetWeaver
        • SAP NetWeaver Limitations
        • Supported Entities and Operations
      • Connecting to SharePoint
      • Connecting to Splunk
        • Splunk Limitations
        • Supported Entities and Operations
      • Connecting to SugarCRM
        • SugarCRM Limitations
        • Supported Entities and Operations
      • Connecting to Oracle Eloqua
        • Special Operations
        • Limitations
        • Supported Entities and Operations
    • Compression Support for Cloud File Servers
    • Deleting a Connection
    • How to Video - Configuring Connections
  • Cataloging Metadata
    • Accessing the Catalog
    • Discovering Connections
    • Searching for Assets
    • Actions on Assets
      • Add Tags to Assets
      • View Profiling Details
      • Promote Asset as Business Glossary Entry
      • View Lineage of Assets
      • Add or modify semantic type
    • How to Video - Search and create catalog of information assets
  • Defining Business Glossary
    • Introduction to Business Glossary
      • Define Glossary Home Page
      • Useful Terms
      • Prerequisites of Creating a Glossary Entity
      • Entity Creation Work flow
      • Versions of Entities
      • Mail Notifications
    • Maintaining Glossary Entities
      • Creating a New business glossary Entity
        • Importing Glossary Entities
      • Reviewing and Publishing an Entity
      • List of Business Glossary Entities
      • Glossary Entity Wiki
      • Modifying Entity Details
      • Deleting an Entity
    • Maintaining Semantic Type
      • Creating a Semantic Type
      • List of Semantic Types
      • Create new Semantic Type by Copying Existing Semantic Type
      • Modify Semantic Type
      • Delete Semantic Type
    • How to Video - Using Define Glossary
    • How to Video - Manage Semantic Types
    • How to Video - Entity Wiki
  • Modeling
    • Logical Model
      • Creating a New Logical Model
      • Creating a Logical Model from an Existing Logical Model
      • Editing a Logical Model
      • Deleting a Logical Model
    • Physical Model
      • Adding a Physical Data Model
      • Editing a Physical Model
        • Tabular View of Physical Model
        • Connection-specific Details
        • Read and Write Limitations
      • Deleting a Physical Model
    • Context Graph Model
      • Creating a new Context Graph model
      • Creating a Context Graph Model from a Logical Model
      • Editing a Context Graph Model
      • Copying a Context Graph model
      • Deleting a Context Graph Model
      • Using Virtual Metadata in Context Graph Models
        • Create Virtual Entities
        • Connect relationships to virtual entities
        • Example: Virtual Metadata in Context Graph Models
    • Mapping Models
      • Mapping Models - Introduction
      • The Entity Transformation Wizard
        • Mapping Suggestions
        • Mapping by Browsing Models
          • Applying Column Transformation
          • Applying Constant Transformation
          • Applying Function Transformation
        • Searching for specific asset to map
        • Using Join Suggestions
        • Creating Join Definitions manually
        • Criteria Builder
          • Using Criteria Builder
        • Preview
      • Mapping through drag drop on canvas
        • Transformations
          • Multiple Mapping and Union
          • Copy mapping
          • Applying a Column Transformation
          • Applying a Constant Transformation
          • Applying a Function Transformation
          • Editing a Transformation
          • Deleting a Transformation
        • Criteria
          • Creating a Criterion
          • Editing a Criterion
          • Deleting a Criterion
        • Joins
          • Creating a Join
          • Editing a Join
          • Deleting a Join
    • Model Store
      • Creating a Model Store
      • Editing a Model Store
      • Deleting a Model Store
      • Deploying a Model Store
      • Previewing Model Store
      • Accessing a Model Store
        • Installing JDBC Driver
        • Installing ODBC Driver
          • Creating a Data Source Name (DSN)
          • Common Configuration Properties
          • Accessing a DSN through MS Excel
      • Cache Configuration
        • Configuring Cache
    • How to Video - Modeling
  • Query
    • Understanding the Home Page
    • Creating a Query
    • Exporting a Query
    • Scheduling a Query
    • How to Video - Query Business Entities
  • Preparing Quality Rules
    • Accessing Prepare Home Page
    • Selecting a source
      • Adding Data from Flat File
      • Adding Data from a Connection
      • Viewing Profile Statistics
    • Creating Rules
      • Creating Matching Rules
        • Creating Manual Match Rule
          • Evaluating a match rule
          • Viewing Column Profile Statistics
          • Saving and publishing the rule
        • Creating Smart Match Rule
          • Selecting Columns
          • Tagging Records
          • Analyzing Results
          • Evaluating and publishing the smart rule
      • Creating Consolidation Rules
        • Creating Manual Consolidation Rule
          • Configuring the Options
            • Defining Template Record Settings
            • Defining Best of Breed Settings
          • Saving and publishing the rule
        • Creating Smart Consolidation Rule
          • Selecting Source
          • Selecting Columns
          • Tagging Records
          • Analyzing and Publishing Results
    • How to Video - Prepare Dashboard
    • How to Video - Preparing Manual Matching and Consolidation Rule
    • How to Video - Preparing Smart Consolidation Rule
    • How to Video - Preparing Smart Match Rule
  • Profiling and Scorecarding
    • Profile & Monitor Home page
    • Generating Score cards
      • Adding data sources
        • Adding Data from Flat Files
        • Adding Data from Models
        • Adding Data from a Connection
      • Configuring Service
      • Configuring scorecard
        • Viewing Profile Statistics
      • Generating and viewing scorecard
      • Creating scorecard from an existing scorecard
      • Creating scorecard on profiled data
    • Editing a scorecard
    • Scheduling Scorecard Analysis
    • Viewing scorecard trends
    • Creating a Profile
      • Adding data sources
        • Adding Data from Flat Files
        • Adding Data from Models
        • Adding Data from a Connection
      • Configuring rules for profiling
        • Profiling Rules
      • Defining Profile
    • Specifying Profiling Default Settings
    • Analyzing a Profile
      • Scheduling Profile Analysis
      • Scheduling Recurring Analysis
      • Viewing Analysis History
    • Viewing Data Profiling Results
      • Data Source Details in Profiling Results
      • Table Details in Profiling Results
      • Column Details in Profiling Results
    • Collaborating on Data Profiling Results
    • How to Video - Profiling
    • How to Video - Applying Suggestions to Profiled Data
    • How to Video - Scorecard
    • How to Video - Consuming Spectrum Services in Profiling and Scorecard
  • Lineage and Impact Analysis
    • Viewing Lineage and Impact Analysis
    • Icons in Lineage and Impact Analysis
    • Uses
      • Modifying a Database Table
      • Updating a Spectrum Database
      • Changing a Service's Default Options
      • Modifying a Subflow
    • How to Video - Lineage and Impact Analysis
  • Accessing Services through API
    • API calls for Glossary and Profiling services
    • How to Video - Discovery APIs