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This document explains the structure of the navigation panel, which is always located on the left side of the home screen, and the basic operations within the workspace using it. The navigation panel is the interface for accessing each function of QDIC. By understanding the structure of the navigation panel, you can easily reach the necessary information or settings screens within the catalog or tenant without getting lost.
Intended Audience for this Feature
What is the Navigation Panel?
It is a menu for operating QDIC using icons. Clicking an icon displays screens for operating catalogs and tags, as well as screens for managing various QDIC settings.
The icons displayed on the navigation panel vary depending on the roles assigned to the user.
Main Menu
Main Menu Icons
| Icon | Menu Label | Operations Available on This Screen |
|---|---|---|
| - | Expand the navigation panel to display menu labels | |
| - | Collapse the navigation panel to display only menu icons | |
| Home | Open the home screen | |
| My Tasks | Open the tasks screen *3 | |
| Catalog | Open the catalog screen | |
| Tag Glossary | Open the tag glossary screen | |
| Insights | Open the insights screen *1 | |
| Workflow | Open the workflow and task management screen *1 | |
| Inquiry Management | Open the inquiry management screen *1 | |
| Metadata Lifecycle | Open the metadata lifecycle screen *3 | |
| Settings | Open the settings menu *2 |
*1 May not be displayed depending on the user's role.
*2 Only menus for which the user has operational permissions are displayed.
*3 May not be displayed depending on the service contract or user's role.
Menu Details
Below each item, the roles of users for whom the menu is displayed are indicated.
Home
All roles
From any screen in the workspace, clicking the Home icon returns you to the Home screen. For details, see below.
My Tasks
Administrator Data Steward Data Steward Aide Developer Contributor
This menu is displayed when the Metadata Lifecycle Manager feature is enabled in the workspace.
Opens the My Tasks screen. From the My Tasks screen, you can access tasks assigned to you by administrators within the pipeline stages and perform the necessary operations.
Catalog
All roles
Opens the Catalog screen and displays the asset list panel. The maximum number of assets displayed as a list is up to 100,000. If the total number of assets in the user's organization exceeds this, please narrow down the assets displayed in the list using the search bar. Clicking an asset in this list opens the asset side drawer, showing asset details. For details, see below.
- Viewing the Catalog
- Operating the Asset Side Drawer - Viewing Assets
- Operating the Asset Side Drawer - Viewing Assets as a Guest Viewer
Tag Glossary
All roles
Opens the Tag Glossary panel. For details, see below.
Insights
Administrator Data Steward Data Steward Aide
Opens the Insights screen. This icon is shown if your role is one of Administrator, Data Steward, or Data Steward Aide. For details, see below.
Workflow
Administrator Data Steward Data Steward Aide Developer Contributor Viewer
Opens the Workflow and Task Management screen. On this screen, users can view tasks related to themselves and check tasks to be reviewed as responsible persons. The functions you can operate vary depending on your role.
- If your role is Administrator or Data Steward, you can open the Workflow Rules screen to manage workflow rules.
- Viewers can only view workflow tasks and cannot review tasks.
Inquiry Management
Administrator Data Steward Data Steward Aide Developer Contributor Viewer
Opens the Inquiry Management screen. For details, see below.
- Inquiry Management - My Requests
-
Metadata Lifecycle
If the user's organization has applied to use this feature, the Metadata Lifecycle screen will be displayed.
Settings
All roles
The QDIC Settings menu is displayed on the navigation panel. The icons shown in the Settings menu vary depending on your role.
If your role is Contributor, Viewer, or Guest Viewer, clicking the Settings icon will immediately display the Account screen.
Metadata Lifecycle
Administrator
Opens the Metadata Lifecycle screen.
This menu is displayed when the Metadata Lifecycle Manager feature is enabled in the workspace.
Settings Menu
The navigation panel for administrators or operators displays the following submenus to access screens for operating various QDIC settings.
Settings Menu (Top) Icons
| Icon | Menu Label | Operations Available on This Screen |
|---|---|---|
| Account | Open the account screen | |
| Asset Management | Navigate to the asset management submenu *1 | |
| Organization Management | Navigate to the organization management submenu *1 | |
| Task Automation | Navigate to the task automation submenu *1 |
*1 Only settings for which you have operational permissions are displayed.
Settings Menu (Top) Details
Below each item, the roles of users for whom the menu is displayed are indicated.
Account
All roles
Opens your Account screen. For details, see below.
Asset Management
Administrator Data Steward Data Steward Aide Developer
Opens a submenu of functions and settings to manage assets and metadata registered in the catalog. For details, see below.
Organization Management
Administrator Data Steward Data Steward Aide Developer
Opens a submenu of functions and settings to manage your organization's tenant. For details, see below.
Task Automation
Administrator Data Steward Data Steward Aide
Opens a submenu to manage QDIC settings related to task automation. For details, see below.
Settings Submenu
Below each item, the roles of users for whom the menu is displayed are indicated. (Only menus for functions you have operational permissions for are displayed.)
Settings » Asset Management
File Output
Administrator Data Steward Developer
Opens the File Output screen. On this screen, you can output tags and rules, check access logs to review user and catalog usage, and download comments attached to assets and tags in bulk. For details, see below.
Bulk Data Input
Administrator Data Steward Data Steward Aide
Opens the Bulk Data Input screen. On this screen, you can perform bulk editing of tags via files and edit rules using JSON format files. For details, see below.
- Bulk Data Input - Bulk Creation and Editing of Tags Using CSV Files
- Bulk Data Input - Bulk Creation and Editing of Rule Sets Using JSON Files
Property Settings
Administrator Data Steward Data Steward Aide
Opens the Property Settings screen. On this screen, you can create and manage properties. For details, see below.
Data Source Management
Administrator Data Steward Data Steward Aide
Opens the Data Source Management screen. On this screen, you can create and manage data sources. Bulk editing of assets and metadata via files is also performed from this screen. You can also check the update status of assets via connectors. For details, see below.
- Data Source Management - Setting and Deleting Data Sources
- Data Source Management - Creating CSV Data Sources
- Data Source Management - CSV Output
- Data Source Operations Management - CSV Data Sources
- Data Source Management - Updating Agent Data Sources via CSV Input
Data Quality Management
Administrator Data Steward Data Steward Aide
Opens the Data Quality Management screen. On this screen, you set thresholds for data quality. For details, see below.
Settings » Organization Management
User Management
Administrator Data Steward
Opens the User Management screen. For details, see below.
User Groups
Administrator Data Steward
Opens the User Groups screen. For details, see below.
Custom Categories
Administrator Data Steward Data Steward Aide
Opens the Custom Categories screen. For details, see below.
Asset Groups
Administrator Data Steward
Opens the Asset Groups screen. For details, see below.
Login Security
Administrator
Opens the Login Security screen. For details, see below.
SSO Settings
Administrator
Opens the SSO Settings screen. For details, see below.
Credential Management
Administrator Data Steward Developer
Opens the Credential Management screen. For details, see below.
Settings » Task Automation
Automatic Tagging
Administrator Data Steward
Opens the screen to create and manage tag rules that set conditions and definitions for automatically applying rule tags to assets. For details, see below.
Sending Notifications
Administrator Data Steward Data Steward Aide
Opens the Sending Notifications screen. You create and manage rules for automatically notifying users when change events occur in the catalog. For details, see below.