DataGalaxy Catalog Knowledge Hub
Discover DataGalaxy, learn key concepts, and take your first steps in the platform.
Prepare your governance project
Building a Business Case for Your Data Governance
How to build a data governance use case from three questions (why, what, for whom), with example questions, personas, and a one-page checklist.
Assessing Your Organization's Data Maturity
DataGalaxy's catalog maturity model: two axes (asset and cultural maturity), five levels from anarchy to governance 2.0, how to assess your level with a scored survey, and how to use the results.
Identifying Your Data Governance Use Cases
Why use cases matter for a governance project: defensive versus offensive projects, direct and indirect gains, two ways to demonstrate value, and matching use cases to the organization's maturity.
Role of the Catalog for Data Governance
Why a data catalog is the foundation of data governance: the knowledge challenge, how DataGalaxy answers it with a 360° view built from four questions, and the use cases it supports.
First steps
How to Access Online Help
How to open the DataGalaxy documentation from the application (the ? icon) or from the help portal, and how to reach Support.
Quickstart: Importing Your First Data into Your Catalog
A first-import quickstart: populate the dictionary with a connector or the glossary from a CSV file, describe and link your objects, explore lineage, and share with filtered views and search.
Quickstart: Navigating the Platform for the First Time
A five-minute tour of DataGalaxy's navigation: the top and side bars, object views, the technical/functional toggle, the breadcrumb and the object tools.
Understand the platform
The DataGalaxy Toolkit: Functionalities Overview
A map of DataGalaxy's tools: the connector (online and desktop) to fill the catalog, ways to describe and organize data, search, lineage and filtered views to find it, collaboration tools, and learning resources.
The DataGalaxy Workspace: Modules, Screens & Attributes
The building blocks of DataGalaxy: client space, workspace, modules, the object card versus the screens that display it, attribute types, screen customization, and where to start by role.
Anatomy of Your Catalog: Objects & the Metamodel
Why DataGalaxy has a metamodel, how to link information across modules at the right granularity, how objects are identified by path, and the number and purpose of the objects in each module.
Navigate the platform day to day: search, dashboard, tasks, objects, and every module overview.
Glossary
The glossary objects in detail
The Glossary's object types (Universe, Concept, Indicator, Business Term, Reference Data, Dimension, Domain) and the full set of relations between them.
Glossary module
What the Glossary module is for, how properties and their relations are structured, and where to learn more.
Dictionary
Processing & Usages
Uses module
What the Uses module is for, mapping how data is consumed, and where to learn more.
The uses objects in detail
The Uses module's objects — Application, Dashboard, Screen, Algorithm, Dataset, Report, Feature, Usage field/component, Usage, Process.
Data Processing Module
What the Data Processing module is for, how processes link source and target properties, and where to learn more.
The data processing objects in detail
The Data Processing module's 3 objects (Dataflow, Data processing, Data processing element), with a worked "product load" example.
Lineage
Filter the lineage by link type
Choose which physical and logical links the lineage draws, and explore the business context around an object with the turquoise +.
Use the data lineage
Use data lineage to trace object impacts, explore hierarchies, reverse data flow, group objects, and adjust the display.
Exploratory Data Lineage
Explore Exploratory Data Lineage features, including hierarchical boxes, virtual links, path tracking, grouping, selectors, and extra data.
Visible links in the lineage
Identify implementation, usage, input/output, call, direct, and virtual links shown in a data lineage.
Dashboard
Dashboard indicators
The 4 categories of dashboard indicators — Legacy, Activity monitoring, Enrichment, and Crowdsourcing (coming soon).
Dashboard widgets
The 4 widget categories (General, Counting, Activity, Quality) and the ~13 individual dashboard widgets available in each.
Manage the dashboards
How to create, share, and edit dashboards and their widgets — adding, editing, cloning, deleting, resizing, and saving.
Governance & Strategy
Governance module
What the optional Governance module is for, connecting policies, rules and monitors to your data, and where to learn more.
Governance objects in detail
The Governance module's 3 objects (Policy, Rule, Monitor) and how they link together.
Strategy objects in detail
The Strategy module's 3 objects (Initiative, Use case, Objective) and how they link together.
Strategy module
What the optional Strategy module is for, how decision-makers align initiatives with objectives, and where to learn more.
Search
Known limitations of the search
Understand how indexed attributes, multi-word queries, numbers, symbols, and quotation marks affect search results.
Understanding your search results
Read DataGalaxy search results, understand exact and other matches, and narrow results with preferences, filters, or sorting.
Use simplified filters on links
Use simplified link filters to find connected objects without knowing the link type.
Manage filtered views
Create, manage, save, update, set defaults for, and delete filtered views.
Use the quick filters
Use DataGalaxy quick filters to refine searches with resolved or unresolved attribute and link filters.
Narrow a search
Refine search results with contextual actions, filters, facets, and customizable result columns.
Use the search history
Use search history to reopen recent objects and searches from the home page or spotlight.
Use the search engine
Use DataGalaxy's search engine to find objects, filtered views, and related information from the home page or search box.
Products & Marketplace
Products objects in detail
The Products module's 2 objects (Data product, AI product), their relations, attributes (Published to Marketplace, Summary/Owner/Domain), and the Output ports section.
Products module
What the optional Products module is for, packaging datasets and reports into reusable Data and AI Products, and where to learn more.
Marketplace module
What the optional Marketplace is for, how published Data and AI Products appear as cards, and its shared access rights with the Products module.
Manage objects, glossary, dictionary, processing, usages, campaigns, MetaBot, and data quality.
Manage Your Objects
Define and represent data quality
The objective and subjective dimensions of data quality (per DMBOK), and how to represent them in DataGalaxy across the Glossary's functional view and the Dictionary's technical, time-series view.
Manage golden links
What a golden link is in a 360° catalog, who can create one, how it appears in the Implementation tab, lineage, and service panel, and how to set or remove one.
Relationships between catalog objects
The full reference table of logical and physical link types between catalog object types — Glossary, Dictionary, Processing, and Usages — with what each relation looks like in both directions.
Link objects
The four ways to link objects across modules — via the object sheet's tabs, source-imported properties, suggestions, or shortcut attributes — with the exact steps for each relation type.
Create an object
The three ways to manually create an object, the required and optional fields in the creation modal, and how owner, steward, and technology defaults get pre-selected.
Clone objects
Create a copy of a Glossary, Usage, or Dictionary object — including a structure or a field — or clone a data processing flow, and see exactly what gets copied along with it.
Move an object
Change an object's parent from list view or the service panel — available for objects in any module that can have a parent.
Bulk-edit objects
Edit attributes and links across several selected objects at once, merge Glossary objects together, or delete a batch of objects — all from table view.
Recipes & best practices
Model SQL Queries
Model SQL selection and management queries in DataGalaxy while balancing lineage detail and query organization.
[Recipe] Model your glossary
Model your glossary by proximity or by urbanization, and weigh the constraints before you choose.
[Recipe] Build your application catalog
Map the application layer of your information system: describe applications with the Uses module and group them into clusters.
[Recipe] Refining your glossary
A two-step approach to refine a glossary: sequence the classification (flat view, repositories, specific concepts), then manage object life cycle and editing rights.
[Recipe] Compare dictionary & glossary
A short recipe comparing the glossary (business terms and indicators) and the dictionary (tables, files, columns, fields) and how they link in DataGalaxy.
[Recipe] Readability of glossary objects
Tips to keep the glossary readable: limit hierarchy levels, keep 3 to 20 direct children per group, and set naming rules.
[Recipe] Rank and group your data
Organize glossary data with universes and domains to build a clear matrix view.
[Recipe] Organise your glossary
Key object characteristics to respect when structuring a glossary: unique definitions, a single parent and a single path.
[Recipe] Lineage granularity
Choose a lineage granularity that fits your use case, organization maturity, and maintenance capacity.
[Recipe] Document your message broker
A recipe to document a message broker such as Kafka in the dictionary: topics as directories, messages as files, and tracing producers and consumers.
Manage processing and usages
Input or output objects to a data processing
How to map objects as input or output of a data processing by drag and drop, and how to delete a link from the mapping.
Manage uses
How to create uses in a project and how to delete one or several uses from the detail or list view.
Create data processing items
How to create data processing items in a data processing's mapping, and the available item types (aggregate, join, filter, lookup and more).
Manage your dictionary
Technologies Overview
Set, inherit and search object technologies in the Dictionary, Data Processing and Usages.
Create Objects in the Dictionary
Create a database and its containers, tables and views by hand in the Dictionary, then open its diagram tab.
Use Physical Diagrams
Draw a relational data model with tables, columns, primary keys and links, and share it with your workspace.
Manage your glossary
Manage implementations
Link Glossary objects to Dictionary objects, create or import implementations, and remove implementation links.
Manage relationships between Glossary objects
How to create, import and delete relationships between glossary objects, and the relationships each object type can have.
Merge glossary objects
How to merge glossary objects: the steps, choosing the elements to merge, and merging several objects from the list view.
Dictionary vs glossary
How the dictionary and the glossary differ and complement each other in data mapping: definitions, purposes, and an employee example.
Automatic Glossary Generation
How MetaBot generates a glossary automatically from your dictionary or usages: entry points, the generation steps, finding generated objects, and keeping the glossary maintained.
Create synonyms
How to create local synonyms and synonym links on glossary objects, where to do it, and how synonyms help search.
Manage campaigns and workflows
Managing Workflows with the API (Campaigns)
How to create, retrieve, edit and delete campaign workflows with the DataGalaxy API: prerequisites, connection variables, teams, the triggering attribute, a full certification workflow example and the phase fields.
Using Campaigns and Workflows
How to use the Campaigns module (beta): the default lifecycle workflow, creating a custom workflow through the private APIs, creating a campaign, adding objects, the campaign process, and known bugs.
Introduction to Campaigns & Workflows
An introduction to campaigns and workflows (beta): tracking workflows on a set of objects, an example certification campaign, and how a workflow is defined.
Import data manually or via API, use the Desktop connector, and browse the connector reference.
Connector reference
Data Visualization
Power BI, Tableau, Looker, Qlik, Cognos, MicroStrategy, SAP BusinessObjects.
10 articles
Data Processing & Orchestration
Databricks, dbt, Informatica, SSIS, Talend, Azure Data Factory.
9 articles
CRM
Salesforce, HubSpot.
2 articles
Data Observability
Sifflet Data, Bigeye.
2 articles
NoSQL
DynamoDB, Elasticsearch, BigTable, MongoDB, JSON Schema, OpenAPI.
6 articles
Storage & Data Lakes
Local file systems, ADLS Gen1/Gen2, AWS S3, Google Cloud Storage, XSD.
6 articles
Cataloging & Virtualization
Athena, AWS Glue Data Catalog, Denodo, Trino, Starburst.
5 articles
Databases & Warehousing
Apache Atlas, Apache Derby (deprecated), AS400/DB2, Azure SQL, Azure Synapse, Azure HDInsight (deprecated), Amazon Redshift, DB2, Exadata (deprecated), Google BigQuery, Hive/Hive Kerberos...
24 articles
Online Connector
The Online connector — secure browser-based metadata import via token and vault, supported technologies, and how to run and schedule imports.
3 articles
Export Data
How-to guides for exporting data — whole modules/sources, filtered views, and individually selected objects.
4 articles
Manual import
Import Objects and Links in the Glossary from a CSV File
Step-by-step: import Glossary properties and linked objects (relations/implementations) from a CSV file, required columns for each, and the release history for this feature.
Import Data Processing from a CSV File
Step-by-step: import Processing objects/flows and their input/output elements from a CSV file, with required columns and a note on catalog objects needing to exist first.
The Import Logic in DataGalaxy
What data import does, how incremental updates work, who's eligible (Steward license + workspace rights), and how client-space screen configuration determines what an import form can load.
Import Objects and Links in Usages from a CSV File
Step-by-step: import Usages objects and linked objects (relations/usage links) from a CSV file, required columns for each, and the release history for this feature.
Import Objects in the Dictionary from a CSV File
What's importable per Dictionary source type, the required columns for structures, keys and functional keys, the import steps, and how objects behave on update.
Get a CSV Import Template File
Get the required CSV import columns and reuse an export template that includes your configured custom attributes.
MetaBot AI features, the DataGalaxy MCP Server, and other AI-powered capabilities.
Blink, a data governance chatbot
Functional boundaries and limitations of Blink
A quick reference to what Blink can and can't do operationally — scope, permissions, SQL generation, and how to work around its limits.
Best Prompting Practices for Blink
A practical guide to writing prompts that get the best results from Blink, DataGalaxy's data governance chatbot.
Technical Overview: Blink in the DataGalaxy Platform
How Blink fits into DataGalaxy's secure, multi-tenant, Kubernetes-based SaaS architecture, and the models behind it.
Why Chatbot is Called Blink
Why DataGalaxy's data governance chatbot is named Blink, and what that name says about its purpose.
Blink, DataGalaxy Chatbot helping to deal with data governance
Meet Blink, DataGalaxy's in-app AI chatbot that helps stewards and readers explore data and get quick answers.
MCP Server
How to Install the DataGalaxy MCP Server as a Claude Extension
Install the DataGalaxy MCP Server in Claude Desktop as a one-click .mcpb Desktop Extension — no config file editing required.
Adding DataGalaxy MCP Server to Mistral Vibe
Step-by-step guide to adding the DataGalaxy MCP Server as a custom connector in Mistral Vibe (formerly Le Chat), with OAuth 2.1 (recommended) or Personal Access Token authentication.
Metadata+Data: Using DataGalaxy MCP Server with your Data Storage MCP (Databricks Example)
Combine DataGalaxy's metadata MCP with a data-storage MCP like Databricks in Cursor: find a documented query in the catalog, then run it against live data.
How to Connect the DataGalaxy MCP Server to Microsoft Copilot (Copilot Studio) and Publish to Microsoft Teams
Full walkthrough for connecting the DataGalaxy MCP Server to a Microsoft Copilot Studio agent and publishing it to Teams and Microsoft 365 Copilot.
MCP Client Prompt Template
A ready-to-use system prompt template for any MCP client, updated to match the current DataGalaxy MCP tool set.
Prerequisites: Microsoft Copilot Studio licensing for MCP Server
The Microsoft licensing requirements — maker, tenant, and end-user — needed to connect the DataGalaxy MCP Server to a Copilot Studio agent.
MCP Server Instructions
The system-prompt-style instruction block DataGalaxy uses to steer MCP clients toward the right tool, current with the live tool set.
Use Cases: How the DataGalaxy MCP Server Helps Across Your Organization
16 real-world use cases for the DataGalaxy MCP Server, organized under two pillars: consuming trusted metadata, and enriching the catalog.
How to Add DataGalaxy MCP Server to Cursor
Step-by-step guide to connecting the DataGalaxy MCP Server to Cursor, including a working JSON configuration example.
DataGalaxy MCP Server Tools
Current reference for every tool the DataGalaxy MCP Server exposes — parameters and behavior, pulled directly from the live server.
How to Add a DataGalaxy MCP Server to Claude Desktop
Connect the DataGalaxy MCP Server to Claude Desktop via the mcp-remote proxy, including a working config and troubleshooting steps.
Quick Start with MCP Server
The 8-step path to your first working DataGalaxy MCP Server connection: enable it, get your token and server URL, and configure your client.
How to connect DataGalaxy MCP Server to Onyx
Step-by-step guide to connecting the DataGalaxy MCP Server to Onyx AI as an Action, with API key authentication.
What is MCP Server and How It Works
What an MCP server is, why organizations use one, and how a request flows from an AI client through DataGalaxy's MCP server and back.
AI functionalities
Automatic description generation with human validation
Generate AI-powered descriptions and summaries for your catalog objects, with human review before they're applied.
Best Practices for Using Description Autogeneration
Practical guidance for Data Stewards and Data Readers to get the most out of AI-powered description and summary autogeneration.
Description Generation by Batch: Automatically Enrich Your Data Catalog
Generate missing descriptions and summaries at scale across a workspace, with admin controls and full history tracking.
MetaBot
Automatic links generation
How MetaBot suggests implementation and usage links by comparing object labels: launching generation, and accepting or rejecting suggestions from the object card or the Suggestions center.
Data classification via MetaBot
Where to find MetaBot's tag and data class suggestions (object card, service panel, suggestions panel) and how to accept, reject and filter them.
MetaBot
What MetaBot is: tag and PII suggestions, how suggestions are generated, the evaluation score and voting system, where to see suggestions, and when to use it.
Profile, language, notification, navigation, and search preferences.
Your profile
Manage Your Teams
View the teams you belong to, manage their members and ownership, and join open or limited-access teams.
Manage Your Global Activity
Open the Global Activity dashboard and read its 8 synthetic indicators (4 with a Reader license).
Manage Your Personal Information
Update your email, name, title, service and role, and find your license details.
Add a Profile Picture
Add, change or delete your avatar by drag and drop or from the profile menu.
Display & navigation preferences
Manage Your Technologies Display Preferences
Choose how technology icons appear in the platform, from four display modes.
Manage Your Language Preferences
Change the language of the DataGalaxy platform, the online help panel and the help portal.
Manage Your Navigation Preferences
Set your favorite workspace, the page you land on when you log in, and how technologies appear on object files.
Manage Your Search Configuration Preferences
Choose which object types appear in your search results, and reorder the result sections.
Client space and workspace administration: users, roles, screens, security, multilingual setup.
Client space
Overview of License Management
Understand DataGalaxy's license types and the three kinds of administration they unlock.
Manage Users at the Client-Space Level
Create, delete, import, export and license client-space users, and review their access.
Manage the Client Space's General Information
View and edit your client space's general information, subscription plan and current usage statistics.
Manage Technologies
Create, edit and delete technologies from the client-space administration area.
User Swap
Transfer a departing user's roles and object responsibilities to a replacement, then delete their account.
Manage the Client Space
Understand what client-space administration controls and how its settings inherit into every workspace.
Modify a User's Information
Edit a client-space user's name, title, department, role, email, license and avatar.
Manage DataGalaxy Licenses
View and change the license level assigned to each user in your client space.
Customize the Home Page
Customize a workspace home page's banner, widgets and sections.
Administer Users at the Client-Space Level
Choose who should hold client-space administrator status and see what it unlocks.
Access DataGalaxy's Administration Capabilities
Access DataGalaxy administration functions at the client-space or workspace level and review the settings available at each level.
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Monitor Global Activity
Monitor global activity by configuring, saving, canceling, or resetting Analytics filters.
How to Access DataGalaxy Data if Your Reporting Tool Doesn't Support Delta Sharing
Reach your usage data from Qlik, Tableau or Data Studio, either through our open-source REST API or by exporting it from Python.
Interpret Global Activity Indicators
Interpret the eight Global activity indicators and understand how filters apply.
How to Access Your Platform's Usage Data from Python
Install the delta-sharing library, build a profile file from your token, list the tables you can read, and load one into a Pandas DataFrame.
How to Enable Self-Service Analytics with Power BI
Connect Power BI to your DataGalaxy usage data over Delta Sharing, and raise Power BI's one-million-row limit.
Data Available on Platform Usage
Look up every field of the two Delta Sharing usage tables, how each field type should be analyzed, and the data-volume best practices.
Self-Service Analytics of Your DataGalaxy Usage
Generate a Delta Sharing token and connect your own analytics tools to your DataGalaxy platform usage data.
Activity Log
Open the Activity Log from the client-space administration or from an object's sheet, filter it, and read the full list of tracked events.
How Interactions Are Calculated
Understand which actions count as an interaction, which ones do not, and where to see your monthly count.
Workspace
Best Practices Guide for Creating ACM Rules
Design ACM rules that stay readable and fast: scope, duplicates, attribute choice, naming and regular review.
Manage User Access Rights Based on Access Control Attributes
Restrict access to a precise scope by filtering rules on tags, multi-value lists, hierarchies and object status.
Manage Official Roles
Add users to the six official object roles, set a default user for each role, and remove users from a role list.
Customize the Workspace Screens
Customize a workspace's object screens by adding or removing categories and dragging attributes into them.
User Management Logging
See which user-management actions are logged, where to read and filter the logs, and how long they are kept.
FAQ: Access Rights Management
Find answers on closed-by-default workspaces, creating access rules, the View/Edit merge and team rules.
Manage Users' Access Rights
Open up a closed workspace by adding administrators and creating view or edit rules for users and teams.
Manage Workspaces
Create, update and permanently delete a workspace, and set the default owner and steward applied to new objects.
Edit a Workspace's General Information
Edit a workspace's icon, name, code and description from the Details tab of its settings.
Administer a Workspace
Understand what a workspace is, who can administer one, and how its settings are inherited from the client space.
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Multilingual Presentation
Understand what Multilingual AI does, who can activate it, and how your data is handled.
Manage Multilingual Languages
Add languages to your catalog, follow translation progress, and see how imports and the interface behave.
Manage Translations
Edit, regenerate and report AI translations, and see how they stay in sync across languages.
Manage Multilingual Attributes
Choose which attributes Multilingual AI translates, and remove them from translation when needed.
Manage the Business Lexicon
Manage the business lexicon before translations by creating, downloading, updating, and re-importing it.
Attributes
Manage Time Series
Set up time series attributes and import, export, add, edit or delete their values.
Manage Attributes
Create custom attributes, deactivate list values and delete attributes from the administration area.
Manage Tags
Create, import and export tags and tag hierarchies, and get tagging suggestions.
Index Attributes in the Search
Index text attributes so you can search their content from the search bar.
Manage Shortcut Attributes
Add shortcut attributes to object screens and see which links each object type offers.
Presentation of Attributes
Understand what attributes are, how they are structured, and which formats DataGalaxy supports.
Screens
Configure Screen Settings
Configure workspace screens and reset inherited settings when they differ from client-space screens.
Reinitiate Screen Configuration for a Specific Workspace
Reset a module/object screen in your workspace back to the client space configuration.
Customization of Client Space Screens
Customize the default screens that every workspace inherits, and see which categories can be renamed, hidden or removed.
Public API, browser extension, and integrations with Slack/Teams.
Slack & Teams Integrations
API & automation
Synchronize Users with SCIM via API
Synchronize DataGalaxy users with a third-party directory using SCIM 2.0.
Mass Entity Creation with Bulktree Routes
Create a hierarchy of up to 250,000 entities in a single API call with the per-module bulktree routes.
Get Started with DataGalaxy Public API v2
Create an integration token, find your API base URL, and create a source object with DataGalaxy Public API v2.
Generate Tokens to Communicate with the API
Create and use personal access and integration tokens to authenticate DataGalaxy API requests.
Monitor Token Expiration
Monitor token lifetimes under Keycloak and learn when DataGalaxy sends email and in-app alerts before and after expiration.
Article in english
Article short description
Chrome Extension
Bulk Pre-installation of the DataGalaxy Extension
Force-install the DataGalaxy extension across your fleet with Microsoft Intune or Jamf Pro, and pre-fill the domain for your users.
Automated Matching Between a Power BI Report and Your Catalog
Open the extension on a Power BI report to see the matching catalog object automatically, and pause matching to compare objects.
Use the DataGalaxy Extension
Sign in, search with quick filters, view and edit object sheets, navigate to related objects, and use AI features from the extension.
Install the DataGalaxy Extension
Install the DataGalaxy extension from the Chrome Web Store, pin it, sign in, and uninstall it when you no longer need it.
General Information About the DataGalaxy Extension
Check the DataGalaxy extension's version, browser compatibility, update cadence, and how authentication and authorization are handled.
Introducing the DataGalaxy Extension
Discover what the DataGalaxy browser extension does: your data catalog in the browser, one sign-in, and no extra tab to manage.
Training replays, release notes, and quick tips.
Toolbox
Authentication
Where to start with single sign-on (SSO) and how to set it up in a dedicated environment.
2 articles
Tips & Tricks
Recommended browsers, keyboard shortcuts, signing in, changing your password and the workspace copy tool.
5 articles
Contact us
How to report an incident to DataGalaxy support.
1 article
Snowflake Cortex Analyst
DataGalaxy's semantic layer for Snowflake Cortex Analyst: build a semantic model and a finance example.
2 articles