Managing lineage report templates

You can create, edit, delete, import, and export templates for use in data lineage reports. You can use existing lineage filters to design the template.

Before you begin

  • You must have the Information Governance Catalog Information Asset Administrator role.
  • You must know which assets you want to exclude from your lineage report. In addition, you must know whether you want to exclude only the assets, or to exclude those assets and their data flows.

About this task

You can configure which information to display for an asset type by using existing lineage filters. A lineage filter can be used by any user with the proper role. Your role determines what lineage filter actions are available to you in the interface.

You can edit a single lineage report template at a time. You can import, export, and delete several lineage report templates at a time. Do not export and then edit the lineage report template in a text editor.

You can select a lineage report template when you run a data lineage report.

Procedure

  1. Click Administration.
  2. Expand Lineage Management.
  3. Click Manage Lineage Report Templates.
  4. In the Lineage Report Templates window, do any of the following tasks.
    To do this task Do these steps
    Create a lineage report template
    1. Select New from the menu.
    2. In the New Lineage Report Template window, type in a report name.
    3. To use existing lineage filters to design the lineage report template, select the filters one-by-one in the Uses Lineage Filter list.
    4. Expand Asset Type Properties to Display.
    5. Click the Select to add asset type display properties field, and then select an asset type that you want to include in your lineage template. To edit the display properties of an asset type, do these steps:
      1. Select the asset type.
      2. In the Properties window, select the properties to display.
      3. In the Available Properties list, double-click an attribute or a related asset. The selected attribute or related asset is displayed in the Displayed Properties pane.
      4. Click Save.
    Edit a lineage report template
    1. Select the lineage report template that you want to change, and then select Edit from the menu.
    2. In the Edit Lineage Report Template window, make your changes, and then click Save and Close.
      Note: If you change the name of the lineage report template, the original template is overwritten.
    Delete a lineage report template Select the lineage report template that you want to delete, and then select Delete from the menu.
    Import a lineage report template
    1. Select Import from the menu.
    2. In the Import Lineage Report Templates window, browse to select a file that is in a WBT format, and then click Open.
    3. Click Import.
    Export a lineage report template
    1. Select the lineage report templates that you want to export, and then select Export from the menu.
    2. Browse to the directory to save the lineage report filter in, and then click Save.