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								---
							 
						 
					
						
							
								
									
										
										
										
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								title: How-to Guides | Official Documentation to User Guides
							 
						 
					
						
							
								
									
										
										
										
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								description: Step-by-step guidance for how to guides using Collate. Learn key actions, features, and best practices.
							 
						 
					
						
							
								
									
										
										
										
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								slug: /how-to-guides
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								---
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								# How-to Guides
  
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								
							 
						 
					
						
							
								
									
										
										
										
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								The How-to Guides will give you a walk through on accomplishing the basic to the most advanced things in {% collateContent %}Collate{% /collateContent %}{% ossContent %}OpenMetadata{% /ossContent %}. These step-by-step guides will help get an overview of the features and also help explore the various functionalities.  
							 
						 
					
						
							
								
									
										
										
										
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								## Agentic Metadata Management
  
						 
					
						
							
								
									
										
										
										
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								Use LLMs and GenAI agents for automation and intelligent data management within {% collateContent %}Collate{% /collateContent %}{% ossContent %}OpenMetadata{% /ossContent %}
							 
						 
					
						
							
								
									
										
										
										
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								{% tilesContainer %}
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								{% tile
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    title="MCP Server"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    description="Enable AI agent communication with metadata to add context and take intelligent and automated action"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    link="/how-to-guides/mcp"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    icon="discovery"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								/%}
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								{% /tilesContainer %}
							 
						 
					
						
							
								
									
										
										
										
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								## Features in {% collateContent %}Collate{% /collateContent %}{% ossContent %}OpenMetadata{% /ossContent %}
  
						 
					
						
							
								
									
										
										
										
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								{% collateContent %}Collate{% /collateContent %}{% ossContent %}OpenMetadata{% /ossContent %} is a complete package for data teams to break down team silos, share data assets from multiple sources securely, collaborate around reliable data, and build a documentation-first data culture in the organization.
							 
						 
					
						
							
								
									
										
										
										
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								{% tilesContainer %}
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								{% tile
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    title="Data Discovery"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    description="Discover the right data assets to make timely business decisions."
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    link="/how-to-guides/data-discovery"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    icon="discovery"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								/%}
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								{% tile
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    title="Data Collaboration"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    description="Foster data team collaboration to enhance data understanding."
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    link="/how-to-guides/data-collaboration"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    icon="collaboration"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								/%}
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								{% tile
							 
						 
					
						
							
								
									
										
										
										
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								    title="Data Quality &  Observability"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    description="Trust your data with quality tests &  monitor the health of your data systems."
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    link="/how-to-guides/data-quality-observability"
							 
						 
					
						
							
								
									
										
										
										
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								    icon="observability"
							 
						 
					
						
							
								
									
										
										
										
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								/%}
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								{% tile
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    title="Data Lineage"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    description="Trace the path of data across tables, pipelines, and dashboards."
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    link="/how-to-guides/data-lineage"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    icon="lineage"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								/%}
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								{% tile
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    title="Data Insights"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    description="Define KPIs and set goals to proactively hone the data culture of your company."
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    link="/how-to-guides/data-insights"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    icon="discovery"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								/%}
							 
						 
					
						
							
								
									
										
										
										
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								{% ossContent %}
							 
						 
					
						
							
								
									
										
										
										
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								{% tile
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    title="Data Governance"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    description="Enhance your data platform governance using OpenMetadata."
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    link="/how-to-guides/data-governance"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    icon="governance"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								/%}
							 
						 
					
						
							
								
									
										
										
										
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								{% /ossContent %}
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								{% collateContent %}
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								{% tile
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    title="Data Governance"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    description="Enhance your data platform governance using Collate."
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    link="/how-to-guides/data-governance"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    icon="governance"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								/%}
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								{% /collateContent %}
							 
						 
					
						
							
								
									
										
										
										
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								{% /tilesContainer %}
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								## Quick Start Guides
  
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								{% tilesContainer %}
							 
						 
					
						
							
								
									
										
										
										
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								{% ossContent %}
							 
						 
					
						
							
								
									
										
										
										
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								{% tile
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    title="Admin Guide"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    description="Admin users can get started with OpenMetadata with just three quick and easy steps &  know-it-all with the advanced guides."
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    link="/how-to-guides/admin-guide"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    icon="administration"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								/%}
							 
						 
					
						
							
								
									
										
										
										
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								{% /ossContent %}
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								{% collateContent %}
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								{% tile
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    title="Admin Guide"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    description="Admin users can get started with Collate with just three quick and easy steps &  know-it-all with the advanced guides."
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    link="/how-to-guides/admin-guide"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    icon="administration"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								/%}
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								{% /collateContent %}
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								{% ossContent %}
							 
						 
					
						
							
								
									
										
										
										
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								{% tile
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    title="Guide for Data Users"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    description="Get to know the basics of OpenMetadata and about the data assets that you can explore in the all-in-one platform."
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    link="/how-to-guides/guide-for-data-users"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    icon="steward"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								/%}
							 
						 
					
						
							
								
									
										
										
										
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								{% /ossContent %}
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								{% collateContent %}
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								{% tile
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    title="Guide for Data Users"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    description="Get to know the basics of Collate and about the data assets that you can explore in the all-in-one platform."
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    link="/how-to-guides/guide-for-data-users"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								    icon="steward"
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								/%}
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								{% /collateContent %}
							 
						 
					
						
							
								
									
										
										
										
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								{% /tilesContainer %}
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								
							 
						 
					
						
							
								
									
										
										
										
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								## How {% collateContent %}Collate{% /collateContent %}{% ossContent %}OpenMetadata{% /ossContent %} helps Data Teams?
  
						 
					
						
							
								
									
										
										
										
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								{% collateContent %}Collate{% /collateContent %}{% ossContent %}OpenMetadata{% /ossContent %} is a complete package for data teams to break down team silos, share data assets from multiple sources securely, collaborate around data, and build a documentation-first data culture in the organization.
							 
						 
					
						
							
								
									
										
										
										
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								{% note %}
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								-  Centralized, **Single Source of Truth**  for all your metadata. 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								-  **[Discover ](/how-to-guides/data-discovery )** the right assets in time and reduce dependencies. 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								-  Foster ** [Team Collaboration ](/how-to-guides/data-collaboration )** with conversations, tasks, announcements, and alerts in real time. 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								
							 
						 
					
						
							
								
									
										
										
										
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								-  Build trust in your data with ** [Data Quality Tests ](/how-to-guides/data-quality-observability )** to ensure completeness and accuracy. 
						 
					
						
							
								
									
										
										
										
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								-  Track your data evolution with end-to-end ** [Data Lineage ](/how-to-guides/data-lineage )**. 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								-  Secure access to sensitive data by defining ** [Roles and Policies ](/how-to-guides/admin-guide/roles-policies )**. 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								-  Enhance organizational ** [Data Culture ](/how-to-guides/data-insights )** to gain crucial insights to drive innovation. 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								-  Define your ** [Glossary ](/how-to-guides/data-governance/glossary )** to build a common understanding of terms within your organization. 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								-  Implement ** [Data Governance ](/how-to-guides/data-governance )** to maintain data integrity, security, and compliance. 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								
							 
						 
					
						
							
								
							 
							
								
							 
							
								 
							
							
								{% /note %}