Available to

All Users

For frequently used terms on this page, please refer to the following. What is QDIC - Service Overview

What You Can Do on the Home Screen

When you log in to your workspace, the first thing displayed is the Home screen. From the Home screen, you can do the following:

• Search for and view assets and metadata registered in the catalog, and check search results
• Display custom categories and services registered in the catalog
• Display favorite assets registered by the user
• Display a list of tables with the highest number of views in the catalog
• Refer to the most frequently used tags in the catalog

Users can use each QDIC feature from the navigation panel. (Only the functions available to you based on your assigned role will be displayed in the menu.)

Home Screen Structure

The Home screen consists of the following three panels:

• Main panel located at the center of the screen
• Header panel located at the top of the screen
• Navigation panel located on the left side of the screen

Main Panel

In the Main panel, you can search for assets and metadata registered in the catalog via the search bar, and browse assets and services.

Icons Displayed in the Main Panel

This section explains the action icons on the screen that do not have text labels.

Icon	Label in Document	Actions Available on This Screen
	Navigate to another screen	Navigate from Trends to Catalog screen or Tag Glossary screen
	Sort	Sort the tables in Trends in ascending order　｜　Sort the tables in Trends in descending order
	Favorite	Add assets or tabs to favorites　｜　Remove assets or tabs from favorites

Search Bar

The search bar refers to the screen component labeled "Search assets" located below the logo mark, where users can enter search keywords from the keyboard to search for assets in the catalog.

• Specify the type of asset or service name to be used as search criteria by clicking the pull-down menu on the left side of the search bar. (Multiple selections possible)
• Enter a search keyword from the keyboard and press the Enter key to search for assets matching the entered string. To search all items using only the criteria specified in the pull-down menu, press the Enter key without entering a search keyword.

For more details about the search bar, please refer to the following. Search for assets from the search bar

Custom Categories

Clicking on a displayed category will show a list of assets with tags assigned to that category.

Service Name

The total number of assets in data sources on the catalog is displayed for each service.

• For data sources provided by connectors (agents or scanners), the service name represents the data source type.

  For example, if an agent registers assets from Snowflake as a data source, the service name will be displayed as "Snowflake".

• For unique data sources of the user organization, the service name will be displayed as Other.

The total number of assets is the sum of assets contained in data sources corresponding to the service. If multiple data sources exist for a service, the total number of assets is the sum of assets in all data sources for that service.

Example 1: In the following case, the total number of assets displayed for the service name "Snowflake" is the sum of assets in two data sources.

• There is a data source automatically created by an agent using Snowflake as the data source.
• The administrator manually created a data source with the service name "Snowflake" from the workspace.

Example 2: In the following case as well, the total number of assets displayed for the service name "Snowflake" is the sum of assets in two data sources.

• Data Steward A manually created data source 1 with the service name "Snowflake" from the workspace.
• Data Steward B manually created data source 2 with the service name "Snowflake" from the workspace.

Favorite Assets

A list of assets registered as favorites by the user is displayed. Favorite settings are managed for each user.

If an asset is your favorite, the favorite icon will be displayed in color. Clicking this colored icon will remove the asset from your favorites, and the favorite icon will return to white.

Clicking [See more] (the label with the navigate to another screen icon displayed on the right) will navigate to the Catalog screen where your favorite assets are displayed.

Trends

Information on frequently used tables and tags in the catalog is automatically collected and displayed. By clicking the favorite icon, you can add or remove assets or tags from your favorites.

• Trending Tables
  Clicking on a displayed asset will open the Catalog screen where you can view asset details. Clicking the "Find assets" link at the bottom right of the table display will show a list of assets registered in the catalog.
  
  Clicking [Find assets] (the label with the navigate to another screen icon displayed on the right) will navigate to the Catalog screen.
  
  Among the tables you have access to, the top 3 tables with the most views during the target period are displayed. The default period is "This Month".
  Clicking the sort icon allows you to sort assets in ascending or descending order by access count for the specified period.
  Clicking the button labeled with Period allows you to change the target period for access counts. Click the period shown as the button label to display the menu and select the desired period. The selectable periods are as follows:
  • Yesterday
  • This week
  • This month
  • This quarter (quarters start in January)
  • This month

• Frequently Used Tags
  The top 9 tags most frequently assigned to assets are displayed in descending order of assignment count. Clicking the "Find tags" link at the bottom right of the table display will show a list of assets registered in the catalog.
  Clicking a parent tag or child tag will open the Tag Glossary screen where you can view tag details.
  
  Clicking [Find tags] (the label with the navigate to another screen icon displayed on the right) will navigate to the Tag Glossary screen.

Header Panel

The header panel displays the following icons or images.

Icon	Label in Document	Actions Available on This Screen
	Logo mark	Return to the Home screen
	Help	Open the QDIC Document Center in a new browser tab
	Notification Center	Display the Notification Center side drawer　*1
	User	Display the operation menu

*1 Depending on the user's role, this may not be displayed.

• Logo mark　* May display a custom logo for your organization
  From any screen in the workspace, clicking the logo mark will return you to the Home screen.
• Help
  Clicking the icon allows you to access the "QDIC Document Center" provided by us (this is the website where this page is published). You can refer to QDIC product documentation.
• Notification Center
  When there are notifications addressed to you in the Notification Center, the number of notifications is displayed at the top right of the icon.
  Clicking the icon opens the Notification Center side drawer, where you can check notifications from the system or other users. For details, please refer to the following. Notification Center
• User Menu
  An icon image representing the currently logged-in user is displayed. If no image is set, the first letter of the first and last name will be displayed.
  Clicking the User icon displays the user's full name and email address, and allows the following actions:
  • Switch display language
    Click the toggle switch to change the display language of the workspace. You can select either 日本語 or English (English).
  • Display the Account screen
    Selecting [Settings] will display the Account screen for the logged-in user. For details, refer to Account.
  • Log out
    Selecting [Log out] will log the user out of the workspace.

Notification Center

Clicking the Notification Center icon will display the Notification Center side drawer on the right side of the screen, where you can take necessary actions from the notifications. Click the type of notification at the top of the side drawer to switch the list of displayed notifications.

When you hover over a notification, a delete icon will appear on top of the notification. Clicking this delete icon will remove unwanted notifications. To delete all notifications, click the Delete All button.

The types of notifications are as follows:

• Comments
  You will be notified when there is a reply to a comment you made on an asset or tag.
  Clicking the notification will open the comment side drawer, where you can check the comment text and reply. For details, please refer to the following. Adding Comments and Managing Threads
• Alerts
  You will be notified when an asset is updated. This notification is sent based on notification rules set by administrators or operators.
  The notification displays the asset for which the event occurred, and the path within the catalog leading to that asset, showing the physical name and an icon indicating the asset type. Clicking other assets listed in the path will open the asset side drawer for that asset. For details, please refer to the following. Operating the Asset Side Drawer - Viewing Assets
  If you do not have access rights to assets displayed in the path, the asset name will be shown as unauthorized, and you will not be able to access the asset side drawer by clicking it.
• Workflow
  You will be notified when a workflow task is assigned to you as the person in charge.
  If your role is administrator or data steward, you will also be notified when a task is updated.
• Asset Requests
  If you are in a position to review access requests for assets or metadata, you will be notified when another user submits a request.
  Clicking the notification will display the inquiry management screen and the side drawer indicating the request, where you can review and approve or reject the request. For details, please refer to the following. Inquiry Management - Reviewing Requests
• Pipeline Activity
  You will be notified when a pipeline assigns a task to you. Additionally, when the metadata of an asset you updated is reviewed at each stage of the pipeline, you will be notified regarding the review result (approval or rejection).
  This notification appears when the Metadata Lifecycle Manager feature is enabled in the workspace. 

Navigation Panel

Clicking the Navigation panel icon will display screens for operating the catalog, tags, and other QDIC settings.

Clicking the ≫ icon, located at the top of the Navigation panel just below the logo, will expand the Navigation panel and display the function names next to the icons. For details, please refer to the following. Operating the Workspace from the Navigation Panel