Metadata manual

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Metadata manual

  1. 1. Business Metadata Repository Web Interface Users Manual Updated: January 10, 2002
  2. 2. The main menu screen provides a listing of available categories to choose from. Each category then presents the user with additional options and functions. A description for each button is provided to help explain what each category provides. Table Info This category gives the user the option to view and update information about a selected table, view and update field information, and view Fact/Dimension table usage. Presentation Groups This category gives the user the option to view and update information about Presentation Groups, or the tables associated with those groups. Stewards This category provides information about each Data Steward, allowing the user to update, delete or add steward information. Security This category provides information about each Security Level, allowing the user to update, delete or add security level information. Query Catalog This button takes the user to a screen showing the information associated with the selected query. Report Types and Report Categories can be updated from subsequent screens. Import New Table This feature provides a means to take work that was done in Designer, and allow the program to automatically update the database with this information. Page 1 of 26
  3. 3. The Select Table Screen offers the user a choice of various options related to the available tables. Table Information This button takes the user to a screen that displays information about the table that was selected in the listbox. Field Information This button takes the user to a screen that displays information about the fields associated with the table selected in the listbox. The first field available is loaded automatically when this screen is called. Return to Main Menu This button takes the user back to the Main Menu Screen Page 2 of 26
  4. 4. The List Table Information Screen provides information about the specified table name. The table being viewed can be changed by selecting the drop down menu to the right of the Table Name tag. Selecting the desired table name will automatically cause the screen to refresh, displaying the correct information. Some fields that have a drop down menu can also be entered manually. Manual information can be entered into the textbox directly below a heading that begins with the word "Alternatively". This information will be entered into the database and will be available for selection from the drop down menu after the data has been submitted. If the selection is deleted and does not appear anywhere else in the database, the selection will no longer be available from the drop down box. Certain fields, like the Database Name are required, and therefore changing the input to a blank or NULL value is not permissible. An Error message box will popup in this instance. Show Fields This button takes the user to a screen listing all of the fields associated with that particular table. Show Related Tables This button takes the user to a screen showing Fact and Dimension table relationships. Print Report This button produces a report that shows all of the available tables and their most significant information. Enter New Table This button allows the user to enter a completely new table Information Delete Table This button deletes the currently selected table. Return to Select New This button takes the user back to the screen to select a new table Table Screen Return to Main Menu This button takes the user back to the Main Menu Screen Page 3 of 26
  5. 5. Provides a report of all the tables listed within the metadata database, sorted by the common name of the table. Items listed are the Database name, table ID and the short description of the table. Page 4 of 26
  6. 6. The Field List Screen provides information about the fields associated with the specified table. The Field being viewed can be changed by selecting the drop down menu to the right of the Field Name tag. Selecting the desired field name will automatically cause the screen to refresh, displaying the correct information. The Table being viewed can be changed by selecting the drop down menu to the right of the Table Name tag. Selecting the desired table name will automatically cause the screen to refresh, displaying the correct information for that table and producing a new Field Name drop down menu. Some fields that have a drop down menu can also be entered manually. Manual information can be entered into the textbox directly below a heading that begins with the word "Alternatively". This information will be entered into the database and will be available for selection from the drop down menu after the data has been submitted. If the selection is deleted and does not appear anywhere else in the database, the selection will no longer be available from the drop down box. Certain fields, like the Database Name are required, and therefore changing the input to a blank or NULL value is not permissible. An Error message box will popup in this instance. Print Full Report This button produces a report that shows all of the available tables and their most significant information. Print Field Report This button produces a report of only the selected field. Return to Select New Table This button takes the user back to the screen to select a new table to be displayed. Screen Return to Table Information This button takes the user back to the table information screen. Enter New Field This button takes the user to a screen where information can be entered to create a new field. Delete Field This button deletes the currently selected field. Return to Main Menu This button takes the user back to the Main Menu Screen Page 5 of 26
  7. 7. Provides a report listing the selected table and a number of its characteristics. Depending on the option chosen, below the table information will be either a complete listing of all of the fields associated with the table, or just the field that was selected on the previous screen. Page 6 of 26
  8. 8. The New Field Entry Screen allows the user to create a new field based on information entered into this screen. Information that is required is marked with an asterisk. If this information is not entered before submittal, an error message will be displayed, and the submission will not be allowed until the missing field is filled out. Generate Print Text This button takes the information entered for Field Type, Length, Number of Decimals and Century to generate text for the "Print" field. Submit New Attribute Submits the information entered for entry into the database. Information Return to List of Fields This button takes the user back to the Field Information Screen Return to Main Menu This button takes the user back to the Main Menu Screen Page 7 of 26
  9. 9. The View Related Tables Screen displays to the user the Dimension or Fact Tables that are associated with the table. Comment text for the Fact/Dimension association is displayed below the Dimension Table listing. The comments can be modified as necessary. Submit Comment Change Once changes are made to the comment text, this button submits the information for entry into the database. Create Relationship After selecting the Dimension Table and the Fact Table, pressing this button Between Tables creates a relationship between the two. Return to View Table This button takes the user back to the View Table Information screen. Information Return to Main Menu This button takes the user back to the Main Menu Screen Page 8 of 26
  10. 10. Screen 14 The Presentation Groups Screen provides a menu that allows the user to modify Presentation Groups. Remove Table or Query This button takes the user to a screen where a table or query can be removed From Presentation Group from the currently selected presentation group. Add Table or Query to This button takes the user to a screen where a table or a query can be added to Presentation Group the currently selected presentation group. Add Presentation Group This button takes the user to a screen where a new presentation group can be created. Delete Selected Group This button deletes the currently selected presentation group. A warning message is displayed before deletion is initiated. Table Information This button takes the user to the Table Information screen, but shows only those tables associated with the selected presentation group. Return to Main Menu This button takes the user back to the Main Menu Screen Page 9 of 26
  11. 11. The Presentation Tables Screen provides information about the tables associated with a specific presentation group. Remove Selected Table This button calls a procedure to remove the currently selected table from the presentation group indicated. Return to List This button returns the user to the screen listing the available Presentation Presentation Groups Groups. Return to Main Menu This button takes the user back to the Main Menu Screen Page 10 of 26
  12. 12. The Add Table To Presentation Group Screen enables the user to associate previously created tables with a presentation group. Return to List This button takes the user back to the List Presentation Group screen Presentation Groups Go To Add Group Screen This button takes the user to a screen where a new Presentation Group can be created. Create A New Table This button takes the user to a screen where a new table can be created. Return to Main Menu This button takes the user back to the Main Menu Screen Page 11 of 26
  13. 13. The Steward Information Screen displays the name, ID, telephone number and email address for the selected steward. Each item can be modified, then submitted using the available buttons. Add New Steward This button takes the user to a screen where steward information can be entered to create a new steward entry. Delete Steward This button deletes the currently selected steward. A confirmation popup window will be displayed prior to deletion. Return to Main Menu This button takes the user back to the Main Menu Screen Page 12 of 26
  14. 14. The Security Information Screen displays the description for the selected security level The description can be modified, then submitted using the available buttons. Modify Existing Security This button submits the user modifications for entry into the database. Level Add A Security Level This button takes the name of the new security level entered along with the description and creates a new security level. Remove A Security Level This button deletes the currently selected security level. A confirmation popup window will be displayed prior to deletion. Return to Main Menu This button takes the user back to the Main Menu Screen Page 13 of 26
  15. 15. The Query Information Screen displays information about the selected query. Some fields that have a drop down menu can also be entered manually. Manual information can be entered into the textbox directly below a heading that begins with the word "Alternatively". This information will be entered into the database and will be available for selection from the drop down menu after the data has been submitted. If the selection is deleted and does not appear anywhere else in the database, the selection will no longer be available from the drop down box. Each item of information can be modified, then submitted using the available buttons. Enter New Query This button takes the user to a screen where a new query can be created. Information Add New Selection This button takes the user to a screen where a new item can be added to the drop down box. Delete Query This button deletes the currently selected query. A confirmation popup window will be displayed prior to deletion. Return to Main Menu This button takes the user back to the Main Menu Screen Page 14 of 26
  16. 16. The View Report Category Screen shows the description for a selected Report Category ID. This information can be modified as needed. Submit Change to Submits the modified description for entry into the database. Category Description Create New Report This button takes the user to the Enter New Report Category screen where a Category new report Category can be created. Delete Current Report This button deletes the currently selected Report Category. A warning Category window will be displayed for confirmation of deletion. Return to Query This button takes the user back to the Query Information Screen Information Page 15 of 26
  17. 17. The View Report Types Screen shows the description for a selected Report Type ID. This information can be modified as needed. Submit Change to Type Submits the modified description for entry into the database. Description Create New Report Type This button takes the user to the Enter New Report Type screen where a new report type can be created. Delete Current Report This button deletes the currently selected Report Type. A warning window Type will be displayed for confirmation of deletion. Return to Query This button takes the user back to the Query Information Screen Information Page 16 of 26
  18. 18. The Enter New Report Category screen allows the user to enter a new report name. This new report Category can then be associated a query. Create New Report Submits the entered name for entry into the database. Category Return to View Report This button takes the user back to the Report Category Information screen Categories Return to Main Menu This button takes the user back to the Main Menu Screen Page 17 of 26
  19. 19. The Enter New Report Type screen allows the user to enter a new report type name. This new report type can then be associated with a query. Create New Report Type Submits the entered name for entry into the database. Return to View Report This button takes the user back to the Report Type Information screen Types Return to Main Menu This button takes the user back to the Main Menu Screen Page 18 of 26
  20. 20. The Add New Steward Screen allows the user to create a new steward by entering the necessary information. All fields are required. Submit New Data Steward Submits the entered information for entry into the database. Return to Main Menu This button takes the user back to the Main Menu Screen Page 19 of 26
  21. 21. The Enter New Table Information Screen allows the user to create a new table based on information entered into this screen. Information that is required is marked with an asterisk. If this information is not entered before submittal, an error message will be displayed, and the submission will not be allowed until the missing field is filled out. Add Table Information Submits the information entered for entry into the database. Return to Select New This button takes the user back to the Select Table Screen Table Screen Return to Table This button takes the user back to the Table Information Screen. Information Return to Main Menu This button takes the user back to the Main Menu Screen Page 20 of 26
  22. 22. The Enter New Presentation Screen allows the user to create a new presentation group based on information entered into this screen. Submit New Presentation Submits the information entered for entry into the database. Group Return to List This button takes the user back to the List Presentation Groups Screen Presentation Groups Add Tables To This button takes the user to the Add Tables to Presentation Group screen Presentation Group where tables can be associated with the newly created group. Return to Main Menu This button takes the user back to the Main Menu Screen Page 21 of 26
  23. 23. The Enter New Query Information Screen allows the user to create a new query based on information entered into this screen. Information that is required is marked with an asterisk. If this information is not entered before submittal, an error message will be displayed, and the submission will not be allowed until the missing field is filled out. When entering dates, the example format must be followed, otherwise an Oracle error will be generated. Submit New Query Submits the information entered for entry into the database. Information Return to List Query Info This button takes the user back to the Query Information Screen Screen Return to Main Menu This button takes the user back to the Main Menu Screen Page 22 of 26
  24. 24. The Category and Report Type Information Screen provides information about the Categories and Types associated with a specific Query. Category and Type associations can be added and removed. Remove Category from This button will remove the association between the selected category and the Query selected query. The category is not deleted Add Category to Query This button will add an association between the selected query and the selected category. Remove Type from Query This button will remove the association between the selected type and the selected query. The type is not deleted Add Type to Query This button will add an association between the selected query and the selected type. Return to Query This button takes the user back to the Query Information Screen Information Return to Main Menu This button takes the user back to the Main Menu Screen Page 23 of 26
  25. 25. The Find Tables Screen compares the Designer Repository containing the table definitions, with the table definitions contained in the Bumer tables. Any table that is in the Designer repository that is not found in the Bumer database is presented in the top list box. Any tables that are found in both the Designer and Bumer databases, but have fields that are not found in the Bumer database are shown to the right of the table name in respective list boxes. Initiate Table Creation This button will begin the process of creating the table that was selected. After creation, the screen should be reloaded and the newly created table should appear within the list of tables showing uncreated fields. Add All Fields This button will cause all fields within the table to be created. Add This Field This button will begin the process of creating the field selected in the list box. Return to Main Menu This button takes the user back to the Main Menu Screen Page 24 of 26
  26. 26. Screen Navigation Page 25 of 26

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