Data Quality

Manage Groups

Groups are a free-form way to organize reports, for example, by region (North America, Europe) or employee type (full-time, contractor). Every group has one group owner whose task is to manage reports registered to the group and to define the report-level parameters.

Data Quality is delivered with a standard set of groups, which can be modified to allow more granularity in linking reports and users.

NOTE: For information about setting user security to view reports, refer to Set Up Security for Data Quality.

This use case covers the following topics:

Group Owner responsibilities are:

Other users can Add Users to Groups and Reports

Create Groups

Create a group to control report access by user. Reports are configured by group to allow report settings to differ by group.

NOTE: For information about setting user security to view reports, refer to Set Up Security for Data Quality.

To create a group:

  1. Select Configuration > Groups in Navigation pane.

  2. Click Add.

    View the field descriptions for the Groups page

  3. Enter a group name (without spaces) in GROUP ID field. 
  4. Enter a brief description about group in GROUP DESCRIPTION field.

  5. Select an owner from GROUP OWNER list box.

    NOTE: The Group Owner manages reports registered to the group and defines the report-level parameters. Only users created and registered in System Administration display in the GROUP OWNER list box. When the group is created, the Group Owner is automatically registered as a user for the group.

  6. Select schedule from GROUP SCHEDULE ID list box to determine how often reports are run for each user in the group.

    NOTE: Schedules are maintained in Common. Refer to Create Schedules for detailed information.

  7. Select a schedule from WORKFLOW SCHEDULE ID list box to determine how often workflow emails are sent to every user in the group.

    NOTE: Workflow schedules can be overridden at the group user level to increase the frequency of workflow emails. These schedules are configured in Common > Tools > Schedules.

  8. Click Save.

  9. Click Vertical View to enter a threshold ID for data quality scoring (optional).

  10. Click Edit.

    View the field descriptions for the Groups page's Vertical View

  11. Select a threshold from the Threshold ID list box.

  12. Click the Documentation tab.

  13. Enter a hyperlink and supporting documentation that demonstrate the connection from data-related assets in the Stewardship Tier to external references, such as the Knowledge Tier, in the External Reference field.

  14. Click Save.

  15. For users to be assigned to the new group, it must be added as a security definition key value to either:

    • The security definition that is part of the security role to which the user is assigned.
    • The user through a user-specific security definition. Refer to Set Security for more information.

Group Owner Responsibilities

Each group has a group owner who manages reports registered to the group and defines the report-level parameters. When the group is created, the Group Owner is automatically registered as a user for the group.

NOTE: For information about setting user security to view reports, refer to Set Up Security for Data Quality.

Assign Group Owner to a Group

Group Owners are assigned by system administrators (i.e., users with access to the Configuration menu).

NOTE: The Group Owner for a group is assigned when the group is added. After the group has been saved, only the Group Owner can assign another owner to the group.

To assign a group owner to a group:

1.    Select Configuration > Groups in Navigation pane.

2.    Click Edit for Group ID.

View the field descriptions for the Groups page

NOTE: If a group has not been created for the group owner, refer to Create Groups for detailed information.

3.    Select a user from GROUP OWNER list box.

NOTE: Only users with security to Data Quality display in the GROUP OWNER list box.

4.    Click Save.

NOTE: The User ID list box displays all users with access to Data Quality.

6.    Click Save.

Add Reports to a Group

Add reports to the group and configure report-level settings.

NOTE: For information about setting user security to view reports, refer to Set Up Security for Data Quality.

To add reports to a group:

  1. Click Your Groups in Navigation pane.

    NOTE: The group must have at least one report assigned for data to display on this page.

  2. Click Vertical View for Group ID.

  3. Click Group Reports.

    NOTE: The Group Reports is only available if the current user is the group owner for the group.

  4. Click Add.

    View the field descriptions for the Group Reports page

  5. Select a repository from the REPOSITORY list box to indicate where the report is located.
  6. Select a report from the REPORT list box; only the reports within the Repository display.
  7. Click METRICS STATUS check box to enable it, allowing metrics for the group to display under the Dashboard menu.
  8. Click Save.

  9. Click Cancel.

    NOTE: Clicking Cancel closes persistent insert mode and allows the user to edit the report.

  10. Click Vertical View for Report.

  11. Click Edit.

    View the field descriptions for the Group Reports page's Vertical View

  12. Enter a schedule in Schedule Group field to run large reports in a single thread.

    NOTE: Running a report in a single thread prevents the system from being overloaded and allows reports to be built from cache tables. It also supports a new concept of building reports from Cache Tables to increase performance if a view that contains over 10 joins on large source tables.

  13. Update the Schedule Priority field if the default value is not applicable. 

    NOTE: If running reports in a single thread, the Schedule Priority determines the order in which reports are run.  This can be used to adjust the order of multithread processing if some reports should process first. If Schedule Priority is left blank, reports are run in alphabetical order.

  14. Click Save.

Register Reports to Groups

Once a report is registered to a repository, it is then registered to a group or to multiple groups. Since reports can be assigned to multiple groups, configuration settings can be changed based on group requirements. From there, users are registered to the group to access the group reports.

NOTE: For information about setting user security to view reports, refer to Set Up Security for Data Quality.

To register a report to a group:

  1. Select Configuration > Groups in Navigation pane.
  2. Click Group Report for Group.

  3. Click Add.

    View the field descriptions for the Group Reports page

  4. Select a repository from the REPOSITORY list box to indicate where the report is located.

  5. Select a report from the REPORT list box.

    NOTE: All reports in the data source are displayed. Select a report that is registered to the report repository. Refer to Register Reports to a Report Repository for more information.

  6. Click METRICS check box to enable it, allowing metrics for the group to display under the Dashboard menu.
  7. Click Save.
  8. Click Vertical View to configure additional fields for the user reports.

  9. Click Edit.

    View the field descriptions for the Group Reports page's Vertical View

  10. Enter a schedule in Schedule Group field to run large reports in a single thread.

    NOTE: Running a report in a single thread prevents the system from being overloaded and allows reports to be built from cache tables. It also supports a new concept of building reports from Cache Tables to increase performance of a view that contains over 10 joins on large source tables.

  11. Update the Schedule Priority field if default value is not applicable.

     NOTE: If running reports in a single thread, the Schedule Priority determines the order in which reports are run.  This can be used to adjust the order of multi-thread processing if some reports should process first. If Schedule Priority is left blank, reports are run in alphabetical order.

  12. Click Save.

Add Users to Groups and Reports

Add users to a group to allow those users to view and process reports registered to the group.

To add users to a group, either:

  • Assign the user to a security role that contains the group
  • Assign the User Security Definition Key Value of the group to the user. Refer to Set Security for more information.

Users gain access to reports by being a member of a group. Once users are registered to a group, they are able to receive reports through a workflow email and configure report settings.

A single report can be registered to multiple groups. Users are not able to view or configure reports until user security has been granted to a group.