Docs: Updated v1.3 & changed to How-to Guides (#14380)

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Shilpa Vernekar 2023-12-13 22:58:06 +05:30 committed by GitHub
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@ -41,7 +41,7 @@ You can find the GitHub release [here](https://github.com/open-metadata/OpenMeta
## Build Automation Applications
{% youtube videoId="pUS9-RevqsU" /%}
{% youtube videoId="pUS9-RevqsU" start="0:00" end="0:57" width="560px" height="315px" /%}
- Added Applications into OpenMetadata, giving users a unique view of processes that can be scheduled and run in the platform.
- Search Indexing and Data Insights Report have been converted into Applications.
@ -60,7 +60,7 @@ You can find the GitHub release [here](https://github.com/open-metadata/OpenMeta
## Customizable Landing Page
{% youtube videoId="Y-5cPQgzNdo" /%}
{% youtube videoId="Y-5cPQgzNdo" start="0:00" end="2:08" width="560px" height="315px" /%}
- Admins can create Personas to group individuals in their company, such as Data Engineers, Data Stewards, or Data Scientists.
- Admins can customize the landing page for each Persona with a set of supported widgets: Activity Feed, Announcements, Knowledge Center, etc.
@ -68,7 +68,7 @@ You can find the GitHub release [here](https://github.com/open-metadata/OpenMeta
## Knowledge Center (Collate)
{% youtube videoId="DfOgeZ9f7no" /%}
{% youtube videoId="DfOgeZ9f7no" start="0:00" end="3:04" width="560px" height="315px" /%}
- Backend APIs support creating, editing, and listing knowledge articles (with external links).
- Knowledge articles and links can be associated with a Domain, Team, or an Entity.
@ -76,7 +76,7 @@ You can find the GitHub release [here](https://github.com/open-metadata/OpenMeta
## Cost Analysis Report (Collate)
{% youtube videoId="KI58oBHxTOU" /%}
{% youtube videoId="KI58oBHxTOU" start="0:00" end="0:33" width="560px" height="315px" /%}
- The Usage Workflow will now also track how tables are Accessed and Updated.
- This information will be used in the Data Insights workflow to show the evolution of your used and unused assets and compare them by size.

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@ -1,11 +1,11 @@
---
title: How to Guides
title: How-to Guides
slug: /how-to-guides
---
# How to Guides
# How-to Guides
The How to Guides will give you a walk through on accomplishing the basic to the most advanced things in OpenMetadata. These step-by-step guides will help get an overview of the features and also help explore the various functionalities.
The How-to Guides will give you a walk through on accomplishing the basic to the most advanced things in OpenMetadata. These step-by-step guides will help get an overview of the features and also help explore the various functionalities.
# Overview of OpenMetadata

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@ -12,17 +12,6 @@ site_menu:
- category: Quickstart / Try the OpenMetadata Sandbox
url: /quick-start/sandbox
- category: Releases
url: /releases
color: violet-70
icon: overview
- category: Releases / Latest Release
url: /releases/latest-release
- category: Releases / Roadmap
url: /releases/roadmap
- category: Releases / All Releases
url: /releases/all-releases
- category: Deployment
url: /deployment
color: violet-70
@ -192,6 +181,37 @@ site_menu:
- category: Deployment / Backup & Restore Metadata
url: /deployment/backup-restore-metadata
- category: How-to Guides
url: /how-to-guides
color: violet-70
icon: openmetadata
- category: How-to Guides / Admin Guide
url: /how-to-guides/admin-guide
- category: How-to Guides / Admin Guide / CLI Ingestion with Basic Auth
url: /how-to-guides/admin-guide/cli-ingestion-with-basic-auth
- category: How-to Guides / Admin Guide / How to Add Custom Logo
url: /how-to-guides/admin-guide/how-to-add-custom-logo
- category: How-to Guides / Admin Guide / How to Add a Custom Property to an Entity
url: /how-to-guides/admin-guide/how-to-add-custom-property-to-an-entity
- category: How-to Guides / Admin Guide / How to Add Language Support
url: /how-to-guides/admin-guide/how-to-add-language-support
- category: How-to Guides / Admin Guide / How to Organise Teams and Users
url: /how-to-guides/admin-guide/how-to-organise-teams-and-users
- category: How-to Guides / Admin Guide / Bots
url: /how-to-guides/admin-guide/bots
- category: Releases
url: /releases
color: violet-70
icon: overview
- category: Releases / Latest Release
url: /releases/latest-release
- category: Releases / Roadmap
url: /releases/roadmap
- category: Releases / All Releases
url: /releases/all-releases
- category: Connectors
url: /connectors
color: violet-70
@ -638,26 +658,6 @@ site_menu:
- category: Connectors / Ingestion / Best Practices
url: /connectors/ingestion/best-practices
- category: How to Guides
url: /how-to-guides
color: violet-70
icon: openmetadata
- category: How to Guides / Admin Guide
url: /how-to-guides/admin-guide
- category: How to Guides / Admin Guide / CLI Ingestion with Basic Auth
url: /how-to-guides/admin-guide/cli-ingestion-with-basic-auth
- category: How to Guides / Admin Guide / How to Add Custom Logo
url: /how-to-guides/admin-guide/how-to-add-custom-logo
- category: How to Guides / Admin Guide / How to Add a Custom Property to an Entity
url: /how-to-guides/admin-guide/how-to-add-custom-property-to-an-entity
- category: How to Guides / Admin Guide / How to Add Language Support
url: /how-to-guides/admin-guide/how-to-add-language-support
- category: How to Guides / Admin Guide / How to Organise Teams and Users
url: /how-to-guides/admin-guide/how-to-organise-teams-and-users
- category: How to Guides / Admin Guide / Bots
url: /how-to-guides/admin-guide/bots
- category: Features
url: /features
color: violet-70

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@ -9,7 +9,7 @@ slug: /how-to-guides/data-governance/glossary-classification
Watch the [Webinar on Glossaries and Classifications in OpenMetadata](https://www.youtube.com/watch?v=LII_5CDo_0s)
[![Watch the video](/images/v1.1/how-to-guides/governance/glossary-webinar.png)](https://www.youtube.com/watch?v=LII_5CDo_0s)
{% youtube videoId="LII_5CDo_0s" start="0:00" end="52:35" width="560px" height="315px" /%}
{%inlineCalloutContainer%}
{%inlineCallout

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@ -1,11 +1,11 @@
---
title: How to Guides
title: How-to Guides
slug: /how-to-guides
---
# How to Guides
# How-to Guides
The How to Guides will give you a walk through on accomplishing the basic to the most advanced things in OpenMetadata. These step-by-step guides will help get an overview of the features and also help explore the various functionalities.
The How-to Guides will give you a walk through on accomplishing the basic to the most advanced things in OpenMetadata. These step-by-step guides will help get an overview of the features and also help explore the various functionalities.
## Features in OpenMetadata

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@ -190,6 +190,159 @@ site_menu:
- category: Deployment / Backup & Restore Metadata
url: /deployment/backup-restore-metadata
- category: How-to Guides
url: /how-to-guides
color: violet-70
icon: openmetadata
- category: How-to Guides / Quick Start Guide for Admins
url: /how-to-guides/quick-start-guide-for-admins
- category: How-to Guides / Quick Start Guide for Admins / How to Ingest Metadata
url: /how-to-guides/quick-start-guide-for-admins/how-to-ingest-metadata
- category: How-to Guides / Quick Start Guide for Admins / How to Ingest Metadata / How to Delete a Service Connection
url: /how-to-guides/quick-start-guide-for-admins/how-to-ingest-metadata/delete-service-connection
- category: How-to Guides / Quick Start Guide for Admins / Manage Teams and Users
url: /how-to-guides/quick-start-guide-for-admins/teams-and-users
- category: How-to Guides / Quick Start Guide for Admins / Manage Teams and Users / Team Structure in OpenMetadata
url: /how-to-guides/quick-start-guide-for-admins/teams-and-users/team-structure-openmetadata
- category: How-to Guides / Quick Start Guide for Admins / Manage Teams and Users / How to Add a Team
url: /how-to-guides/quick-start-guide-for-admins/teams-and-users/add-team
- category: How-to Guides / Quick Start Guide for Admins / Manage Teams and Users / How to Invite Users to OpenMetadata
url: /how-to-guides/quick-start-guide-for-admins/teams-and-users/invite-users
- category: How-to Guides / Quick Start Guide for Admins / Manage Teams and Users / How to Add Users to Teams
url: /how-to-guides/quick-start-guide-for-admins/teams-and-users/add-users
- category: How-to Guides / Quick Start Guide for Admins / Manage Teams and Users / How to Change the Team Type
url: /how-to-guides/quick-start-guide-for-admins/teams-and-users/change-team-type
- category: How-to Guides / Quick Start Guide for Admins / Admin Guide for Roles and Policies
url: /how-to-guides/quick-start-guide-for-admins/admin-guide-roles-policies
- category: How-to Guides / Quick Start Guide for Admins / Admin Guide for Roles and Policies / Building Blocks of Authorization - Rules, Policies, and Roles
url: /how-to-guides/quick-start-guide-for-admins/admin-guide-roles-policies/authorization
- category: How-to Guides / Quick Start Guide for Admins / Admin Guide for Roles and Policies / Use Cases - Creating Roles & Policies in OpenMetadata
url: /how-to-guides/quick-start-guide-for-admins/admin-guide-roles-policies/use-cases
- category: How-to Guides / Quick Start Guide for Admins / CLI Ingestion with basic auth
url: /how-to-guides/quick-start-guide-for-admins/cli-ingestion-with-basic-auth
- category: How-to Guides / Quick Start Guide for Admins / How to add a custom property to an entity
url: /how-to-guides/quick-start-guide-for-admins/how-to-add-custom-property-to-an-entity
- category: How-to Guides / Quick Start Guide for Admins / How to add Custom Logo
url: /how-to-guides/quick-start-guide-for-admins/how-to-add-custom-logo
- category: How-to Guides / Quick Start Guide for Admins / How to Add Language Support
url: /how-to-guides/quick-start-guide-for-admins/how-to-add-language-support
- category: How-to Guides / Quick Start Guide for Admins / Bots
url: /how-to-guides/quick-start-guide-for-admins/bots
- category: How-to Guides / User Guide for Data Stewards
url: /how-to-guides/user-guide-for-data-stewards
- category: How-to Guides / User Guide for Data Stewards / Understanding the Basics of OpenMetadata
url: /how-to-guides/user-guide-for-data-stewards/basics-openmetadata
- category: How-to Guides / User Guide for Data Stewards / Overview of Data Assets
url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets
- category: How-to Guides / User Guide for Data Stewards / Overview of Data Assets / Data Asset Tabs
url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets/tabs
- category: How-to Guides / User Guide for Data Stewards / Overview of Data Assets / How to Add Description using Markdown
url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets/description
- category: How-to Guides / User Guide for Data Stewards / Overview of Data Assets / Request for Description
url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets/request-description
- category: How-to Guides / User Guide for Data Stewards / Overview of Data Assets / How to Assign or Change Data Ownership
url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets/data-ownership
- category: How-to Guides / User Guide for Data Stewards / Overview of Data Assets / How to Follow a Data Asset
url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets/follow-data-asset
- category: How-to Guides / User Guide for Data Stewards / Overview of Data Assets / How to Add Tags
url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets/tags
- category: How-to Guides / User Guide for Data Stewards / Overview of Data Assets / How to Request for Tags
url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets/request-tags
- category: How-to Guides / User Guide for Data Stewards / Overview of Data Assets / How to Add Glossary Terms
url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets/glossary
- category: How-to Guides / User Guide for Data Stewards / Overview of Data Assets / How to Create a Custom Property for a Data Asset
url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets/custom
- category: How-to Guides / User Guide for Data Stewards / Overview of Data Assets / Overview of Announcements
url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets/announcements
- category: How-to Guides / User Guide for Data Stewards / Overview of Data Assets / How to Create an Announcement
url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets/add-announcement
- category: How-to Guides / User Guide for Data Stewards / Overview of Data Assets / Data Asset Versioning
url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets/versions
- category: How-to Guides / User Guide for Data Stewards / Overview of Data Assets / How to Delete a Data Asset
url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets/delete
- category: How-to Guides / Data Discovery
url: /how-to-guides/data-discovery
- category: How-to Guides / Data Discovery / How to Discover Assets of Interest
url: /how-to-guides/data-discovery/discover
- category: How-to Guides / Data Discovery / Get a Quick Glance of the Data Assets
url: /how-to-guides/data-discovery/preview
- category: How-to Guides / Data Discovery / Detailed View of the Data Assets
url: /how-to-guides/data-discovery/details
- category: How-to Guides / Data Discovery / Add Complex Queries using Advanced Search
url: /how-to-guides/data-discovery/advanced
- category: How-to Guides / Data Collaboration
url: /how-to-guides/data-collaboration
- category: How-to Guides / Data Collaboration / Understanding Activity Feeds
url: /how-to-guides/data-collaboration/activity-feeds
- category: How-to Guides / Data Collaboration / How to Request for Description
url: /how-to-guides/data-collaboration/request-description
- category: How-to Guides / Data Collaboration / How to Request for Tags
url: /how-to-guides/data-collaboration/request-tags
- category: How-to Guides / Data Collaboration / Overview of Announcements
url: /how-to-guides/data-collaboration/announcements
- category: How-to Guides / Data Collaboration / How to Create an Announcement
url: /how-to-guides/data-collaboration/add-announcement
- category: How-to Guides / Data Quality and Profiler
url: /how-to-guides/data-quality-profiler
- category: How-to Guides / Data Quality and Profiler / Profiler and Data Quality Tab
url: /how-to-guides/data-quality-profiler/tab
- category: How-to Guides / Data Quality and Profiler / How to Write and Deploy No-Code Test Cases
url: /how-to-guides/data-quality-profiler/test
- category: How-to Guides / Data Quality and Profiler / How to Set Alerts for Test Case Fails
url: /how-to-guides/data-quality-profiler/alerts
- category: How-to Guides / Data Lineage
url: /how-to-guides/data-lineage
- category: How-to Guides / Data Lineage / How to Deploy a Lineage Workflow
url: /how-to-guides/data-lineage/workflow
- category: How-to Guides / Data Lineage / Explore the Lineage View
url: /how-to-guides/data-lineage/explore
- category: How-to Guides / Data Lineage / How Column-Level Lineage Works
url: /how-to-guides/data-lineage/column
- category: How-to Guides / Data Lineage / How to Manually Add or Edit Lineage
url: /how-to-guides/data-lineage/manual
- category: How-to Guides / Data Insights
url: /how-to-guides/data-insights
- category: How-to Guides / Data Insights / What is Tiering
url: /how-to-guides/data-insights/tiering
- category: How-to Guides / Data Insights / Set Up Data Insights Ingestion
url: /how-to-guides/data-insights/ingestion
- category: How-to Guides / Data Insights / Key Performance Indicators (KPI)
url: /how-to-guides/data-insights/kpi
- category: How-to Guides / Data Insights / Data Insights Report
url: /how-to-guides/data-insights/report
- category: How-to Guides / Data Insights / How to Transform the Data Culture of Your Company
url: /how-to-guides/data-insights/data-culture
- category: How-to Guides / Data Governance
url: /how-to-guides/data-governance
- category: How-to Guides / Data Governance / Glossary and Classification
url: /how-to-guides/data-governance/glossary-classification
- category: How-to Guides / Data Governance / Glossary and Classification / What is a Glossary
url: /how-to-guides/data-governance/glossary-classification/glossary
- category: How-to Guides / Data Governance / Glossary and Classification / What is Classification
url: /how-to-guides/data-governance/glossary-classification/classification
- category: How-to Guides / Data Governance / Glossary and Classification / What are Tiers
url: /how-to-guides/data-governance/glossary-classification/tiers
- category: How-to Guides / Data Governance / Glossary and Classification / How to Setup a Glossary
url: /how-to-guides/data-governance/glossary-classification/setup-glossary
- category: How-to Guides / Data Governance / Glossary and Classification / How to Create Glossary Terms
url: /how-to-guides/data-governance/glossary-classification/glossary-terms
- category: How-to Guides / Data Governance / Glossary and Classification / How to Bulk Import a Glossary
url: /how-to-guides/data-governance/glossary-classification/import-glossary
- category: How-to Guides / Data Governance / Glossary and Classification / How to Add Assets to Glossary Terms
url: /how-to-guides/data-governance/glossary-classification/assets
- category: How-to Guides / Data Governance / Glossary and Classification / How to Classify Data Assets
url: /how-to-guides/data-governance/glossary-classification/classify-assets
- category: How-to Guides / Data Governance / Glossary and Classification / Best Practices for Glossary and Classification
url: /how-to-guides/data-governance/glossary-classification/best-practices
- category: Releases
url: /releases
@ -568,152 +721,6 @@ site_menu:
- category: Connectors / Ingestion / Best Practices
url: /connectors/ingestion/best-practices
- category: How to Guides
url: /how-to-guides
color: violet-70
icon: openmetadata
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url: /how-to-guides/quick-start-guide-for-admins
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url: /how-to-guides/quick-start-guide-for-admins/how-to-ingest-metadata
- category: How to Guides / Quick Start Guide for Admins / How to Ingest Metadata / How to Delete a Service Connection
url: /how-to-guides/quick-start-guide-for-admins/how-to-ingest-metadata/delete-service-connection
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url: /how-to-guides/quick-start-guide-for-admins/teams-and-users
- category: How to Guides / Quick Start Guide for Admins / Manage Teams and Users / Team Structure in OpenMetadata
url: /how-to-guides/quick-start-guide-for-admins/teams-and-users/team-structure-openmetadata
- category: How to Guides / Quick Start Guide for Admins / Manage Teams and Users / How to Add a Team
url: /how-to-guides/quick-start-guide-for-admins/teams-and-users/add-team
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url: /how-to-guides/quick-start-guide-for-admins/teams-and-users/invite-users
- category: How to Guides / Quick Start Guide for Admins / Manage Teams and Users / How to Add Users to Teams
url: /how-to-guides/quick-start-guide-for-admins/teams-and-users/add-users
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url: /how-to-guides/quick-start-guide-for-admins/how-to-add-language-support
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url: /how-to-guides/quick-start-guide-for-admins/bots
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url: /how-to-guides/user-guide-for-data-stewards
- category: How to Guides / User Guide for Data Stewards / Understanding the Basics of OpenMetadata
url: /how-to-guides/user-guide-for-data-stewards/basics-openmetadata
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url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets
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url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets/tabs
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url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets/description
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url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets/request-description
- category: How to Guides / User Guide for Data Stewards / Overview of Data Assets / How to Assign or Change Data Ownership
url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets/data-ownership
- category: How to Guides / User Guide for Data Stewards / Overview of Data Assets / How to Follow a Data Asset
url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets/follow-data-asset
- category: How to Guides / User Guide for Data Stewards / Overview of Data Assets / How to Add Tags
url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets/tags
- category: How to Guides / User Guide for Data Stewards / Overview of Data Assets / How to Request for Tags
url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets/request-tags
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url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets/glossary
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url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets/custom
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url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets/announcements
- category: How to Guides / User Guide for Data Stewards / Overview of Data Assets / How to Create an Announcement
url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets/add-announcement
- category: How to Guides / User Guide for Data Stewards / Overview of Data Assets / Data Asset Versioning
url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets/versions
- category: How to Guides / User Guide for Data Stewards / Overview of Data Assets / How to Delete a Data Asset
url: /how-to-guides/user-guide-for-data-stewards/overview-data-assets/delete
- category: How to Guides / Data Discovery
url: /how-to-guides/data-discovery
- category: How to Guides / Data Discovery / How to Discover Assets of Interest
url: /how-to-guides/data-discovery/discover
- category: How to Guides / Data Discovery / Get a Quick Glance of the Data Assets
url: /how-to-guides/data-discovery/preview
- category: How to Guides / Data Discovery / Detailed View of the Data Assets
url: /how-to-guides/data-discovery/details
- category: How to Guides / Data Discovery / Add Complex Queries using Advanced Search
url: /how-to-guides/data-discovery/advanced
- category: How to Guides / Data Collaboration
url: /how-to-guides/data-collaboration
- category: How to Guides / Data Collaboration / Understanding Activity Feeds
url: /how-to-guides/data-collaboration/activity-feeds
- category: How to Guides / Data Collaboration / How to Request for Description
url: /how-to-guides/data-collaboration/request-description
- category: How to Guides / Data Collaboration / How to Request for Tags
url: /how-to-guides/data-collaboration/request-tags
- category: How to Guides / Data Collaboration / Overview of Announcements
url: /how-to-guides/data-collaboration/announcements
- category: How to Guides / Data Collaboration / How to Create an Announcement
url: /how-to-guides/data-collaboration/add-announcement
- category: How to Guides / Data Quality and Profiler
url: /how-to-guides/data-quality-profiler
- category: How to Guides / Data Quality and Profiler / Profiler and Data Quality Tab
url: /how-to-guides/data-quality-profiler/tab
- category: How to Guides / Data Quality and Profiler / How to Write and Deploy No-Code Test Cases
url: /how-to-guides/data-quality-profiler/test
- category: How to Guides / Data Quality and Profiler / How to Set Alerts for Test Case Fails
url: /how-to-guides/data-quality-profiler/alerts
- category: How to Guides / Data Lineage
url: /how-to-guides/data-lineage
- category: How to Guides / Data Lineage / How to Deploy a Lineage Workflow
url: /how-to-guides/data-lineage/workflow
- category: How to Guides / Data Lineage / Explore the Lineage View
url: /how-to-guides/data-lineage/explore
- category: How to Guides / Data Lineage / How Column-Level Lineage Works
url: /how-to-guides/data-lineage/column
- category: How to Guides / Data Lineage / How to Manually Add or Edit Lineage
url: /how-to-guides/data-lineage/manual
- category: How to Guides / Data Insights
url: /how-to-guides/data-insights
- category: How to Guides / Data Insights / What is Tiering
url: /how-to-guides/data-insights/tiering
- category: How to Guides / Data Insights / Set Up Data Insights Ingestion
url: /how-to-guides/data-insights/ingestion
- category: How to Guides / Data Insights / Key Performance Indicators (KPI)
url: /how-to-guides/data-insights/kpi
- category: How to Guides / Data Insights / Data Insights Report
url: /how-to-guides/data-insights/report
- category: How to Guides / Data Insights / How to Transform the Data Culture of Your Company
url: /how-to-guides/data-insights/data-culture
- category: How to Guides / Data Governance
url: /how-to-guides/data-governance
- category: How to Guides / Data Governance / Glossary and Classification
url: /how-to-guides/data-governance/glossary-classification
- category: How to Guides / Data Governance / Glossary and Classification / What is a Glossary
url: /how-to-guides/data-governance/glossary-classification/glossary
- category: How to Guides / Data Governance / Glossary and Classification / What is Classification
url: /how-to-guides/data-governance/glossary-classification/classification
- category: How to Guides / Data Governance / Glossary and Classification / What are Tiers
url: /how-to-guides/data-governance/glossary-classification/tiers
- category: How to Guides / Data Governance / Glossary and Classification / How to Setup a Glossary
url: /how-to-guides/data-governance/glossary-classification/setup-glossary
- category: How to Guides / Data Governance / Glossary and Classification / How to Create Glossary Terms
url: /how-to-guides/data-governance/glossary-classification/glossary-terms
- category: How to Guides / Data Governance / Glossary and Classification / How to Bulk Import a Glossary
url: /how-to-guides/data-governance/glossary-classification/import-glossary
- category: How to Guides / Data Governance / Glossary and Classification / How to Add Assets to Glossary Terms
url: /how-to-guides/data-governance/glossary-classification/assets
- category: How to Guides / Data Governance / Glossary and Classification / How to Classify Data Assets
url: /how-to-guides/data-governance/glossary-classification/classify-assets
- category: How to Guides / Data Governance / Glossary and Classification / Best Practices for Glossary and Classification
url: /how-to-guides/data-governance/glossary-classification/best-practices
- category: Features
url: /features
color: violet-70

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@ -9,7 +9,7 @@ slug: /how-to-guides/data-governance/classification
Watch the [Webinar on Glossaries and Classifications in OpenMetadata](https://www.youtube.com/watch?v=LII_5CDo_0s)
[![Watch the video](/images/v1.2/how-to-guides/governance/glossary-webinar.png)](https://www.youtube.com/watch?v=LII_5CDo_0s)
{% youtube videoId="LII_5CDo_0s" start="0:00" end="52:35" width="560px" height="315px" /%}
{%inlineCalloutContainer%}
{%inlineCallout

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@ -25,7 +25,7 @@ caption="Banking Glossary"
Watch the [Webinar on Glossaries and Classifications in OpenMetadata](https://www.youtube.com/watch?v=LII_5CDo_0s)
[![Watch the video](/images/v1.2/how-to-guides/governance/glossary-webinar.png)](https://www.youtube.com/watch?v=LII_5CDo_0s)
{% youtube videoId="LII_5CDo_0s" start="0:00" end="52:35" width="560px" height="315px" /%}
## Glossary APIs

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@ -1,11 +1,11 @@
---
title: How to Guides
title: How-to Guides
slug: /how-to-guides
---
# How to Guides
# How-to Guides
The How to Guides will give you a walk through on accomplishing the basic to the most advanced things in OpenMetadata. These step-by-step guides will help get an overview of the features and also help explore the various functionalities.
The How-to Guides will give you a walk through on accomplishing the basic to the most advanced things in OpenMetadata. These step-by-step guides will help get an overview of the features and also help explore the various functionalities.
## Features in OpenMetadata

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@ -189,165 +189,165 @@ site_menu:
- category: Deployment / Backup & Restore Metadata
url: /deployment/backup-restore-metadata
- category: How to Guides
- category: How-to Guides
url: /how-to-guides
color: violet-70
icon: openmetadata
- category: How to Guides / Admin Guide
- category: How-to Guides / Admin Guide
url: /how-to-guides/admin-guide
- category: How to Guides / Admin Guide / How to Ingest Metadata
- category: How-to Guides / Admin Guide / How to Ingest Metadata
url: /how-to-guides/admin-guide/how-to-ingest-metadata
- category: How to Guides / Admin Guide / How to Delete a Service Connection
- category: How-to Guides / Admin Guide / How to Delete a Service Connection
url: /how-to-guides/admin-guide/delete-service-connection
- category: How to Guides / Admin Guide / Manage Teams and Users
- category: How-to Guides / Admin Guide / Manage Teams and Users
url: /how-to-guides/admin-guide/teams-and-users
- category: How to Guides / Admin Guide / Manage Teams and Users / Team Structure in OpenMetadata
- category: How-to Guides / Admin Guide / Manage Teams and Users / Team Structure in OpenMetadata
url: /how-to-guides/admin-guide/teams-and-users/team-structure-openmetadata
- category: How to Guides / Admin Guide / Manage Teams and Users / How to Add a Team
- category: How-to Guides / Admin Guide / Manage Teams and Users / How to Add a Team
url: /how-to-guides/admin-guide/teams-and-users/add-team
- category: How to Guides / Admin Guide / Manage Teams and Users / How to Invite Users to OpenMetadata
- category: How-to Guides / Admin Guide / Manage Teams and Users / How to Invite Users to OpenMetadata
url: /how-to-guides/admin-guide/teams-and-users/invite-users
- category: How to Guides / Admin Guide / Manage Teams and Users / How to Add Users to Teams
- category: How-to Guides / Admin Guide / Manage Teams and Users / How to Add Users to Teams
url: /how-to-guides/admin-guide/teams-and-users/add-users
- category: How to Guides / Admin Guide / Manage Teams and Users / How to Change the Team Type
- category: How-to Guides / Admin Guide / Manage Teams and Users / How to Change the Team Type
url: /how-to-guides/admin-guide/teams-and-users/change-team-type
- category: How to Guides / Admin Guide / Advanced Guide for Roles and Policies
- category: How-to Guides / Admin Guide / Advanced Guide for Roles and Policies
url: /how-to-guides/admin-guide/roles-policies
- category: How to Guides / Admin Guide / Advanced Guide for Roles and Policies / Building Blocks of Authorization - Rules, Policies, and Roles
- category: How-to Guides / Admin Guide / Advanced Guide for Roles and Policies / Building Blocks of Authorization - Rules, Policies, and Roles
url: /how-to-guides/admin-guide/roles-policies/authorization
- category: How to Guides / Admin Guide / Advanced Guide for Roles and Policies / Use Cases - Creating Roles & Policies in OpenMetadata
- category: How-to Guides / Admin Guide / Advanced Guide for Roles and Policies / Use Cases - Creating Roles & Policies in OpenMetadata
url: /how-to-guides/admin-guide/roles-policies/use-cases
- category: How to Guides / Admin Guide / CLI Ingestion with Basic Auth
- category: How-to Guides / Admin Guide / CLI Ingestion with Basic Auth
url: /how-to-guides/admin-guide/cli-ingestion-with-basic-auth
- category: How to Guides / Admin Guide / How to Add Custom Logo
- category: How-to Guides / Admin Guide / How to Add Custom Logo
url: /how-to-guides/admin-guide/how-to-add-custom-logo
- category: How to Guides / Guide for Data Users
- category: How-to Guides / Guide for Data Users
url: /how-to-guides/guide-for-data-users
- category: How to Guides / Guide for Data Users / Understanding the Basics of OpenMetadata
- category: How-to Guides / Guide for Data Users / Understanding the Basics of OpenMetadata
url: /how-to-guides/guide-for-data-users/basics-openmetadata
- category: How to Guides / Guide for Data Users / Overview of Data Assets
- category: How-to Guides / Guide for Data Users / Overview of Data Assets
url: /how-to-guides/guide-for-data-users/data-asset-tabs
- category: How to Guides / Guide for Data Users / How to Add Description using Markdown
- category: How-to Guides / Guide for Data Users / How to Add Description using Markdown
url: /how-to-guides/guide-for-data-users/description
- category: How to Guides / Guide for Data Users / How to Request for Description
- category: How-to Guides / Guide for Data Users / How to Request for Description
url: /how-to-guides/guide-for-data-users/request-description
- category: How to Guides / Guide for Data Users / How to Assign or Change Data Ownership
- category: How-to Guides / Guide for Data Users / How to Assign or Change Data Ownership
url: /how-to-guides/guide-for-data-users/data-ownership
- category: How to Guides / Guide for Data Users / How to Follow a Data Asset
- category: How-to Guides / Guide for Data Users / How to Follow a Data Asset
url: /how-to-guides/guide-for-data-users/follow-data-asset
- category: How to Guides / Guide for Data Users / How to Add Tags
- category: How-to Guides / Guide for Data Users / How to Add Tags
url: /how-to-guides/guide-for-data-users/tags
- category: How to Guides / Guide for Data Users / How to Request for Tags
- category: How-to Guides / Guide for Data Users / How to Request for Tags
url: /how-to-guides/guide-for-data-users/request-tags
- category: How to Guides / Guide for Data Users / How to Add Glossary Terms
- category: How-to Guides / Guide for Data Users / How to Add Glossary Terms
url: /how-to-guides/guide-for-data-users/glossary
- category: How to Guides / Guide for Data Users / How to Create a Custom Property for a Data Asset
- category: How-to Guides / Guide for Data Users / How to Create a Custom Property for a Data Asset
url: /how-to-guides/guide-for-data-users/custom
- category: How to Guides / Guide for Data Users / Overview of Announcements
- category: How-to Guides / Guide for Data Users / Overview of Announcements
url: /how-to-guides/guide-for-data-users/announcements
- category: How to Guides / Guide for Data Users / How to Create an Announcement
- category: How-to Guides / Guide for Data Users / How to Create an Announcement
url: /how-to-guides/guide-for-data-users/add-announcement
- category: How to Guides / Guide for Data Users / Data Asset Versioning
- category: How-to Guides / Guide for Data Users / Data Asset Versioning
url: /how-to-guides/guide-for-data-users/versions
- category: How to Guides / Guide for Data Users / How to Delete a Data Asset
- category: How-to Guides / Guide for Data Users / How to Delete a Data Asset
url: /how-to-guides/guide-for-data-users/delete
- category: How to Guides / Data Discovery
- category: How-to Guides / Data Discovery
url: /how-to-guides/data-discovery
- category: How to Guides / Data Discovery / How to Discover Assets of Interest
- category: How-to Guides / Data Discovery / How to Discover Assets of Interest
url: /how-to-guides/data-discovery/discover
- category: How to Guides / Data Discovery / Get a Quick Glance of the Data Assets
- category: How-to Guides / Data Discovery / Get a Quick Glance of the Data Assets
url: /how-to-guides/data-discovery/preview
- category: How to Guides / Data Discovery / Detailed View of the Data Assets
- category: How-to Guides / Data Discovery / Detailed View of the Data Assets
url: /how-to-guides/data-discovery/details
- category: How to Guides / Data Discovery / Add Complex Queries using Advanced Search
- category: How-to Guides / Data Discovery / Add Complex Queries using Advanced Search
url: /how-to-guides/data-discovery/advanced
- category: How to Guides / Data Collaboration
- category: How-to Guides / Data Collaboration
url: /how-to-guides/data-collaboration
- category: How to Guides / Data Collaboration / Understanding Activity Feeds
- category: How-to Guides / Data Collaboration / Understanding Activity Feeds
url: /how-to-guides/data-collaboration/activity-feeds
- category: How to Guides / Data Collaboration / How to Request for Description
- category: How-to Guides / Data Collaboration / How to Request for Description
url: /how-to-guides/data-collaboration/request-description
- category: How to Guides / Data Collaboration / How to Request for Tags
- category: How-to Guides / Data Collaboration / How to Request for Tags
url: /how-to-guides/data-collaboration/request-tags
- category: How to Guides / Data Collaboration / Overview of Announcements
- category: How-to Guides / Data Collaboration / Overview of Announcements
url: /how-to-guides/data-collaboration/announcements
- category: How to Guides / Data Collaboration / How to Create an Announcement
- category: How-to Guides / Data Collaboration / How to Create an Announcement
url: /how-to-guides/data-collaboration/add-announcement
- category: How to Guides / Data Quality and Profiler
- category: How-to Guides / Data Quality and Profiler
url: /how-to-guides/data-quality-profiler
- category: How to Guides / Data Quality and Profiler / Profiler and Data Quality Tab
- category: How-to Guides / Data Quality and Profiler / Profiler and Data Quality Tab
url: /how-to-guides/data-quality-profiler/tab
- category: How to Guides / Data Quality and Profiler / How to Write and Deploy No-Code Test Cases
- category: How-to Guides / Data Quality and Profiler / How to Write and Deploy No-Code Test Cases
url: /how-to-guides/data-quality-profiler/test
- category: How to Guides / Data Quality and Profiler / How to Set Alerts for Test Case Fails
- category: How-to Guides / Data Quality and Profiler / How to Set Alerts for Test Case Fails
url: /how-to-guides/data-quality-profiler/alerts
- category: How to Guides / Data Lineage
- category: How-to Guides / Data Lineage
url: /how-to-guides/data-lineage
- category: How to Guides / Data Lineage / How to Deploy a Lineage Workflow
- category: How-to Guides / Data Lineage / How to Deploy a Lineage Workflow
url: /how-to-guides/data-lineage/workflow
- category: How to Guides / Data Lineage / Explore the Lineage View
- category: How-to Guides / Data Lineage / Explore the Lineage View
url: /how-to-guides/data-lineage/explore
- category: How to Guides / Data Lineage / How Column-Level Lineage Works
- category: How-to Guides / Data Lineage / How Column-Level Lineage Works
url: /how-to-guides/data-lineage/column
- category: How to Guides / Data Lineage / How to Manually Add or Edit Lineage
- category: How-to Guides / Data Lineage / How to Manually Add or Edit Lineage
url: /how-to-guides/data-lineage/manual
- category: How to Guides / Data Insights
- category: How-to Guides / Data Insights
url: /how-to-guides/data-insights
- category: How to Guides / Data Insights / What is Tiering
- category: How-to Guides / Data Insights / What is Tiering
url: /how-to-guides/data-insights/tiering
- category: How to Guides / Data Insights / Set Up Data Insights Ingestion
- category: How-to Guides / Data Insights / Set Up Data Insights Ingestion
url: /how-to-guides/data-insights/ingestion
- category: How to Guides / Data Insights / Key Performance Indicators (KPI)
- category: How-to Guides / Data Insights / Key Performance Indicators (KPI)
url: /how-to-guides/data-insights/kpi
- category: How to Guides / Data Insights / Data Insights Report
- category: How-to Guides / Data Insights / Data Insights Report
url: /how-to-guides/data-insights/report
- category: How to Guides / Data Insights / Cost Analysis
- category: How-to Guides / Data Insights / Cost Analysis
url: /how-to-guides/data-insights/cost-analysis
- category: How to Guides / Data Insights / Configure the Data Insights Report
- category: How-to Guides / Data Insights / Configure the Data Insights Report
url: /how-to-guides/data-insights/email-report
- category: How to Guides / Data Insights / How to Transform the Data Culture of Your Company
- category: How-to Guides / Data Insights / How to Transform the Data Culture of Your Company
url: /how-to-guides/data-insights/data-culture
- category: How to Guides / Data Governance
- category: How-to Guides / Data Governance
url: /how-to-guides/data-governance
- category: How to Guides / Data Governance / Glossary
- category: How-to Guides / Data Governance / Glossary
url: /how-to-guides/data-governance/glossary
- category: How to Guides / Data Governance / Glossary / What is a Glossary Term
- category: How-to Guides / Data Governance / Glossary / What is a Glossary Term
url: /how-to-guides/data-governance/glossary/glossary-term
- category: How to Guides / Data Governance / Glossary / How to Setup a Glossary
- category: How-to Guides / Data Governance / Glossary / How to Setup a Glossary
url: /how-to-guides/data-governance/glossary/setup
- category: How to Guides / Data Governance / Glossary / How to Create Glossary Terms
- category: How-to Guides / Data Governance / Glossary / How to Create Glossary Terms
url: /how-to-guides/data-governance/glossary/create-terms
- category: How to Guides / Data Governance / Glossary / How to Bulk Import a Glossary
- category: How-to Guides / Data Governance / Glossary / How to Bulk Import a Glossary
url: /how-to-guides/data-governance/glossary/import
- category: How to Guides / Data Governance / Glossary / Glossary Approval Workflow
- category: How-to Guides / Data Governance / Glossary / Glossary Approval Workflow
url: /how-to-guides/data-governance/glossary/approval
- category: How to Guides / Data Governance / Glossary / Glossary Styling
- category: How-to Guides / Data Governance / Glossary / Glossary Styling
url: /how-to-guides/data-governance/glossary/styling
- category: How to Guides / Data Governance / Glossary / How to Add Assets to Glossary Terms
- category: How-to Guides / Data Governance / Glossary / How to Add Assets to Glossary Terms
url: /how-to-guides/data-governance/glossary/assets
- category: How to Guides / Data Governance / Glossary / Best Practices for Glossary
- category: How-to Guides / Data Governance / Glossary / Best Practices for Glossary
url: /how-to-guides/data-governance/glossary/best-practices
- category: How to Guides / Data Governance / Classification
- category: How-to Guides / Data Governance / Classification
url: /how-to-guides/data-governance/classification
- category: How to Guides / Data Governance / Classification / Overview of Classification
- category: How-to Guides / Data Governance / Classification / Overview of Classification
url: /how-to-guides/data-governance/classification/overview
- category: How to Guides / Data Governance / Classification / How to Classify Data Assets
- category: How-to Guides / Data Governance / Classification / How to Classify Data Assets
url: /how-to-guides/data-governance/classification/assets
- category: How to Guides / Data Governance / Classification / How to Request for Classification Tags
- category: How-to Guides / Data Governance / Classification / How to Request for Classification Tags
url: /how-to-guides/data-governance/classification/request-tags
- category: How to Guides / Data Governance / Classification / Auto-Classification in OpenMetadata
- category: How-to Guides / Data Governance / Classification / Auto-Classification in OpenMetadata
url: /how-to-guides/data-governance/classification/auto
- category: How to Guides / Data Governance / Classification / What are Tiers
- category: How-to Guides / Data Governance / Classification / What are Tiers
url: /how-to-guides/data-governance/classification/tiers
- category: How to Guides / Data Governance / Classification / Best Practices for Classification
- category: How-to Guides / Data Governance / Classification / Best Practices for Classification
url: /how-to-guides/data-governance/classification/best-practices
- category: Releases

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@ -22,7 +22,7 @@ We'd recommend to go through the example to better understand how all the pieces
Watch OpenMetadata's [Webinar on Custom Connectors](https://www.youtube.com/watch?v=fDUj30Ub9VE)
{% youtube videoId="fDUj30Ub9VE" start="0:00" end="36:33" /%}
{% youtube videoId="fDUj30Ub9VE" start="0:00" end="36:33" width="560px" height="315px" /%}
# Steps to Set Up a Custom Connector

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@ -29,6 +29,6 @@ You can watch all of our previous meetings on [YouTube](https://www.youtube.com/
Youll also find some short feature videos there. Heres whats most recent. Take a look!
{% youtube videoId="cZdIobCpI9U" start="0:00" end="58:24" /%}
{% youtube videoId="cZdIobCpI9U" start="0:00" end="58:24" width="560px" height="315px" /%}
{% youtube videoId="5hA5dr5iVgw" start="0:00" end="54:47" /%}
{% youtube videoId="5hA5dr5iVgw" start="0:00" end="54:47" width="560px" height="315px" /%}

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@ -16,7 +16,7 @@ There are three important aspects of data collaboration in OpenMetadata:
Watch the video on how to use the collaboration features in OpenMetadata.
{% youtube videoId="M6mbFLA1bQc" start="0:00" end="5:58" /%}
{% youtube videoId="M6mbFLA1bQc" start="0:00" end="5:58" width="560px" height="315px" /%}
{%inlineCalloutContainer%}
{%inlineCallout

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@ -15,7 +15,7 @@ OpenMetadata provides a user-friendly interface for **data discovery**. OpenMeta
Watch the video on how easy it is to discovery your data in OpenMetadata.
{% youtube videoId="3xaHf3A2PgU" start="0:00" end="3:17" /%}
{% youtube videoId="3xaHf3A2PgU" start="0:00" end="3:17" width="560px" height="315px" /%}
{%inlineCalloutContainer%}
{%inlineCallout

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@ -9,7 +9,7 @@ slug: /how-to-guides/data-governance/classification
Watch the [Webinar on Glossaries and Classifications in OpenMetadata](https://www.youtube.com/watch?v=LII_5CDo_0s)
[![Watch the video](/images/v1.3/how-to-guides/governance/glossary-webinar.png)](https://www.youtube.com/watch?v=LII_5CDo_0s)
{% youtube videoId="LII_5CDo_0s" start="0:00" end="52:35" width="560px" height="315px" /%}
{%inlineCalloutContainer%}
{%inlineCallout

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@ -9,7 +9,7 @@ The business glossary plays a vital role in standardizing terminology in an orga
Watch the video to learn more about **[Glossary Approval Workflow](https://www.youtube.com/watch?v=PgTcKQtpAks&t=4s)**
{% youtube videoId="PgTcKQtpAks" start="0:00" end="2:51" /%}
{% youtube videoId="PgTcKQtpAks" start="0:00" end="2:51" width="560px" height="315px" /%}
To automate the approval workflow, ensure that your Glossary has **Reviewers** assigned. If you glossary has reviewers assigned, the glossary approval workflow gets triggered when a **New Term** is added.

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@ -25,7 +25,7 @@ caption="Banking Glossary"
Watch the [Webinar on Glossaries and Classifications in OpenMetadata](https://www.youtube.com/watch?v=LII_5CDo_0s)
[![Watch the video](/images/v1.3/how-to-guides/governance/glossary-webinar.png)](https://www.youtube.com/watch?v=LII_5CDo_0s)
{% youtube videoId="LII_5CDo_0s" start="0:00" end="52:35" width="560px" height="315px" /%}
## Glossary APIs

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@ -83,4 +83,4 @@ OpenMetadata helps customers understand their data with a 360° view. Admins can
Go ahead, leverage Data Insights to transform the data culture of your organization!
Watch the video to learn more about proactively honing the data culture of your company by setting targets, monitoring, and boosting teams to accomplish data goals with OpenMetadata.
{% youtube videoId="lOQepnTdA58" start="0:00" end="58:23" /%}
{% youtube videoId="lOQepnTdA58" start="0:00" end="58:23" width="560px" height="315px" /%}

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@ -11,11 +11,11 @@ The **Data Insights Dashboard** provides an analytical view of all the key metri
Watch the video to learn more about proactively honing the data culture of your company by setting targets, monitoring, and boosting teams to accomplish data goals.
{% youtube videoId="lOQepnTdA58" start="0:00" end="58:23" /%}
{% youtube videoId="lOQepnTdA58" start="0:00" end="58:23" width="560px" height="315px" /%}
Watch a demo of Data Insights in OpenMetadata
{% youtube videoId="Epd9G6igLUM" start="0:00" end="21:58" /%}
{% youtube videoId="Epd9G6igLUM" start="0:00" end="21:58" width="560px" height="315px" /%}
{%inlineCalloutContainer%}
{%inlineCallout

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@ -34,7 +34,7 @@ caption="Manually Edit Column Level Lineage"
/%}
Watch the video on editing column-level lineage.
{% youtube videoId="HTkbTvi2H9c" start="0:00" end="00:51" /%}
{% youtube videoId="HTkbTvi2H9c" start="0:00" end="00:51" width="560px" height="315px" /%}
{%inlineCallout
color="violet-70"

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@ -15,7 +15,7 @@ caption="Data Lineage in OpenMetadata"
Watch the video on data lineage to understand the different options to automatically extract the lineage from your data warehouses such as Snowflake, dashboard service like metabase. Also learn about creating lineage programmatically with python SDK.
{% youtube videoId="jEbN1tt89H0" start="0:00" end="41:43" /%}
{% youtube videoId="jEbN1tt89H0" start="0:00" end="41:43" width="560px" height="315px" /%}
{%inlineCalloutContainer%}
{%inlineCallout

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@ -39,7 +39,7 @@ caption="Column-Level Lineage"
/%}
Here's a quick video on manually adding lineage.
{% youtube videoId="hU8h1n_WmWg" start="00:01" end="00:23" /%}
{% youtube videoId="hU8h1n_WmWg" start="00:01" end="00:23" width="560px" height="315px" /%}
Watch the recording of the Webinar on Lineage (13:30 to 15:50)
{% youtube videoId="jEbN1tt89H0" start="13:30" end="15:48" /%}
{% youtube videoId="jEbN1tt89H0" start="13:30" end="15:48" width="560px" height="315px" /%}

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@ -25,11 +25,11 @@ caption="Profiler & Data Quality"
Watch the video to understand OpenMetadatas native Data Profiler and Data Quality tests.
{% youtube videoId="gLdTOF81YpI" start="0:00" end="1:08:10" /%}
{% youtube videoId="gLdTOF81YpI" start="0:00" end="1:08:10" width="560px" height="315px" /%}
Watch the video on Data Quality Simplified to effortlessly build, deploy, monitor, and configure alerts using OpenMetadata's no-code platform
{% youtube videoId="ihwtuNHt1kI" start="0:00" end="29:08" /%}
{% youtube videoId="ihwtuNHt1kI" start="0:00" end="29:08" width="560px" height="315px" /%}
{%inlineCalloutContainer%}
{%inlineCallout

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@ -1,17 +1,11 @@
---
title: How to Guides
title: How-to Guides
slug: /how-to-guides
---
# How to Guides
# How-to Guides
The How to Guides will give you a walk through on accomplishing the basic to the most advanced things in OpenMetadata. These step-by-step guides will help get an overview of the features and also help explore the various functionalities.
# Overview of OpenMetadata
## What is OpenMetadata?
OpenMetadata is a **unified platform for discovery, observability, and governance** powered by a central metadata repository, in-depth lineage, and seamless team collaboration. It is one of the fastest-growing open-source projects with a vibrant community and adoption by a diverse set of companies in a variety of industry verticals. Based on Open Metadata Standards and APIs, supporting connectors to a wide range of data services, OpenMetadata enables end-to-end metadata management, giving you the freedom to unlock the value of your data assets.
The How-to Guides will give you a walk through on accomplishing the basic to the most advanced things in OpenMetadata. These step-by-step guides will help get an overview of the features and also help explore the various functionalities.
## Features in OpenMetadata

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@ -22,19 +22,6 @@ site_menu:
url: /deployment/bare-metal
- category: Deployment / Bare Metal Deployment / Enable Security
url: /deployment/bare-metal/security
- category: Releases
url: /releases
color: violet-70
icon: overview
- category: Releases / Latest Release
url: /releases/latest-release
- category: Releases / Supported Releases
url: /releases/supported
- category: Releases / Roadmap
url: /releases/roadmap
- category: Releases / All Releases
url: /releases/all-releases
- category: Deployment / Docker Deployment
url: /deployment/docker
@ -202,6 +189,180 @@ site_menu:
- category: Deployment / Backup & Restore Metadata
url: /deployment/backup-restore-metadata
- category: How-to Guides
url: /how-to-guides
color: violet-70
icon: openmetadata
- category: How-to Guides / Admin Guide
url: /how-to-guides/admin-guide
- category: How-to Guides / Admin Guide / How to Ingest Metadata
url: /how-to-guides/admin-guide/how-to-ingest-metadata
- category: How-to Guides / Admin Guide / How to Delete a Service Connection
url: /how-to-guides/admin-guide/delete-service-connection
- category: How-to Guides / Admin Guide / Manage Teams and Users
url: /how-to-guides/admin-guide/teams-and-users
- category: How-to Guides / Admin Guide / Manage Teams and Users / Team Structure in OpenMetadata
url: /how-to-guides/admin-guide/teams-and-users/team-structure-openmetadata
- category: How-to Guides / Admin Guide / Manage Teams and Users / How to Add a Team
url: /how-to-guides/admin-guide/teams-and-users/add-team
- category: How-to Guides / Admin Guide / Manage Teams and Users / How to Invite Users to OpenMetadata
url: /how-to-guides/admin-guide/teams-and-users/invite-users
- category: How-to Guides / Admin Guide / Manage Teams and Users / How to Add Users to Teams
url: /how-to-guides/admin-guide/teams-and-users/add-users
- category: How-to Guides / Admin Guide / Manage Teams and Users / How to Change the Team Type
url: /how-to-guides/admin-guide/teams-and-users/change-team-type
- category: How-to Guides / Admin Guide / Advanced Guide for Roles and Policies
url: /how-to-guides/admin-guide/roles-policies
- category: How-to Guides / Admin Guide / Advanced Guide for Roles and Policies / Building Blocks of Authorization - Rules, Policies, and Roles
url: /how-to-guides/admin-guide/roles-policies/authorization
- category: How-to Guides / Admin Guide / Advanced Guide for Roles and Policies / Use Cases - Creating Roles & Policies in OpenMetadata
url: /how-to-guides/admin-guide/roles-policies/use-cases
- category: How-to Guides / Admin Guide / CLI Ingestion with Basic Auth
url: /how-to-guides/admin-guide/cli-ingestion-with-basic-auth
- category: How-to Guides / Admin Guide / How to Add Custom Logo
url: /how-to-guides/admin-guide/how-to-add-custom-logo
- category: How-to Guides / Guide for Data Users
url: /how-to-guides/guide-for-data-users
- category: How-to Guides / Guide for Data Users / Understanding the Basics of OpenMetadata
url: /how-to-guides/guide-for-data-users/basics-openmetadata
- category: How-to Guides / Guide for Data Users / Overview of Data Assets
url: /how-to-guides/guide-for-data-users/data-asset-tabs
- category: How-to Guides / Guide for Data Users / How to Add Description using Markdown
url: /how-to-guides/guide-for-data-users/description
- category: How-to Guides / Guide for Data Users / How to Request for Description
url: /how-to-guides/guide-for-data-users/request-description
- category: How-to Guides / Guide for Data Users / How to Assign or Change Data Ownership
url: /how-to-guides/guide-for-data-users/data-ownership
- category: How-to Guides / Guide for Data Users / How to Follow a Data Asset
url: /how-to-guides/guide-for-data-users/follow-data-asset
- category: How-to Guides / Guide for Data Users / How to Add Tags
url: /how-to-guides/guide-for-data-users/tags
- category: How-to Guides / Guide for Data Users / How to Request for Tags
url: /how-to-guides/guide-for-data-users/request-tags
- category: How-to Guides / Guide for Data Users / How to Add Glossary Terms
url: /how-to-guides/guide-for-data-users/glossary
- category: How-to Guides / Guide for Data Users / How to Create a Custom Property for a Data Asset
url: /how-to-guides/guide-for-data-users/custom
- category: How-to Guides / Guide for Data Users / Overview of Announcements
url: /how-to-guides/guide-for-data-users/announcements
- category: How-to Guides / Guide for Data Users / How to Create an Announcement
url: /how-to-guides/guide-for-data-users/add-announcement
- category: How-to Guides / Guide for Data Users / Data Asset Versioning
url: /how-to-guides/guide-for-data-users/versions
- category: How-to Guides / Guide for Data Users / How to Delete a Data Asset
url: /how-to-guides/guide-for-data-users/delete
- category: How-to Guides / Data Discovery
url: /how-to-guides/data-discovery
- category: How-to Guides / Data Discovery / How to Discover Assets of Interest
url: /how-to-guides/data-discovery/discover
- category: How-to Guides / Data Discovery / Get a Quick Glance of the Data Assets
url: /how-to-guides/data-discovery/preview
- category: How-to Guides / Data Discovery / Detailed View of the Data Assets
url: /how-to-guides/data-discovery/details
- category: How-to Guides / Data Discovery / Add Complex Queries using Advanced Search
url: /how-to-guides/data-discovery/advanced
- category: How-to Guides / Data Collaboration
url: /how-to-guides/data-collaboration
- category: How-to Guides / Data Collaboration / Understanding Activity Feeds
url: /how-to-guides/data-collaboration/activity-feeds
- category: How-to Guides / Data Collaboration / How to Request for Description
url: /how-to-guides/data-collaboration/request-description
- category: How-to Guides / Data Collaboration / How to Request for Tags
url: /how-to-guides/data-collaboration/request-tags
- category: How-to Guides / Data Collaboration / Overview of Announcements
url: /how-to-guides/data-collaboration/announcements
- category: How-to Guides / Data Collaboration / How to Create an Announcement
url: /how-to-guides/data-collaboration/add-announcement
- category: How-to Guides / Data Quality and Profiler
url: /how-to-guides/data-quality-profiler
- category: How-to Guides / Data Quality and Profiler / Profiler and Data Quality Tab
url: /how-to-guides/data-quality-profiler/tab
- category: How-to Guides / Data Quality and Profiler / How to Write and Deploy No-Code Test Cases
url: /how-to-guides/data-quality-profiler/test
- category: How-to Guides / Data Quality and Profiler / How to Set Alerts for Test Case Fails
url: /how-to-guides/data-quality-profiler/alerts
- category: How-to Guides / Data Lineage
url: /how-to-guides/data-lineage
- category: How-to Guides / Data Lineage / How to Deploy a Lineage Workflow
url: /how-to-guides/data-lineage/workflow
- category: How-to Guides / Data Lineage / Explore the Lineage View
url: /how-to-guides/data-lineage/explore
- category: How-to Guides / Data Lineage / How Column-Level Lineage Works
url: /how-to-guides/data-lineage/column
- category: How-to Guides / Data Lineage / How to Manually Add or Edit Lineage
url: /how-to-guides/data-lineage/manual
- category: How-to Guides / Data Insights
url: /how-to-guides/data-insights
- category: How-to Guides / Data Insights / What is Tiering
url: /how-to-guides/data-insights/tiering
- category: How-to Guides / Data Insights / Set Up Data Insights Ingestion
url: /how-to-guides/data-insights/ingestion
- category: How-to Guides / Data Insights / Key Performance Indicators (KPI)
url: /how-to-guides/data-insights/kpi
- category: How-to Guides / Data Insights / Data Insights Report
url: /how-to-guides/data-insights/report
- category: How-to Guides / Data Insights / Cost Analysis
url: /how-to-guides/data-insights/cost-analysis
- category: How-to Guides / Data Insights / Configure the Data Insights Report
url: /how-to-guides/data-insights/email-report
- category: How-to Guides / Data Insights / How to Transform the Data Culture of Your Company
url: /how-to-guides/data-insights/data-culture
- category: How-to Guides / Data Governance
url: /how-to-guides/data-governance
- category: How-to Guides / Data Governance / Glossary
url: /how-to-guides/data-governance/glossary
- category: How-to Guides / Data Governance / Glossary / What is a Glossary Term
url: /how-to-guides/data-governance/glossary/glossary-term
- category: How-to Guides / Data Governance / Glossary / How to Setup a Glossary
url: /how-to-guides/data-governance/glossary/setup
- category: How-to Guides / Data Governance / Glossary / How to Create Glossary Terms
url: /how-to-guides/data-governance/glossary/create-terms
- category: How-to Guides / Data Governance / Glossary / How to Bulk Import a Glossary
url: /how-to-guides/data-governance/glossary/import
- category: How-to Guides / Data Governance / Glossary / Glossary Approval Workflow
url: /how-to-guides/data-governance/glossary/approval
- category: How-to Guides / Data Governance / Glossary / Glossary Styling
url: /how-to-guides/data-governance/glossary/styling
- category: How-to Guides / Data Governance / Glossary / How to Add Assets to Glossary Terms
url: /how-to-guides/data-governance/glossary/assets
- category: How-to Guides / Data Governance / Glossary / Best Practices for Glossary
url: /how-to-guides/data-governance/glossary/best-practices
- category: How-to Guides / Data Governance / Classification
url: /how-to-guides/data-governance/classification
- category: How-to Guides / Data Governance / Classification / Overview of Classification
url: /how-to-guides/data-governance/classification/overview
- category: How-to Guides / Data Governance / Classification / How to Classify Data Assets
url: /how-to-guides/data-governance/classification/assets
- category: How-to Guides / Data Governance / Classification / How to Request for Classification Tags
url: /how-to-guides/data-governance/classification/request-tags
- category: How-to Guides / Data Governance / Classification / Auto-Classification in OpenMetadata
url: /how-to-guides/data-governance/classification/auto
- category: How-to Guides / Data Governance / Classification / What are Tiers
url: /how-to-guides/data-governance/classification/tiers
- category: How-to Guides / Data Governance / Classification / Best Practices for Classification
url: /how-to-guides/data-governance/classification/best-practices
- category: Releases
url: /releases
color: violet-70
icon: overview
- category: Releases / Latest Release
url: /releases/latest-release
- category: Releases / Supported Releases
url: /releases/supported
- category: Releases / Roadmap
url: /releases/roadmap
- category: Releases / All Releases
url: /releases/all-releases
- category: Connectors
url: /connectors
color: violet-70
@ -593,160 +754,6 @@ site_menu:
- category: Connectors / Ingestion / Best Practices
url: /connectors/ingestion/best-practices
- category: How to Guides
url: /how-to-guides
color: violet-70
icon: openmetadata
- category: How to Guides / Admin Guide
url: /how-to-guides/admin-guide
- category: How to Guides / Admin Guide / How to Ingest Metadata
url: /how-to-guides/admin-guide/how-to-ingest-metadata
- category: How to Guides / Admin Guide / How to Delete a Service Connection
url: /how-to-guides/admin-guide/delete-service-connection
- category: How to Guides / Admin Guide / Manage Teams and Users
url: /how-to-guides/admin-guide/teams-and-users
- category: How to Guides / Admin Guide / Manage Teams and Users / Team Structure in OpenMetadata
url: /how-to-guides/admin-guide/teams-and-users/team-structure-openmetadata
- category: How to Guides / Admin Guide / Manage Teams and Users / How to Add a Team
url: /how-to-guides/admin-guide/teams-and-users/add-team
- category: How to Guides / Admin Guide / Manage Teams and Users / How to Invite Users to OpenMetadata
url: /how-to-guides/admin-guide/teams-and-users/invite-users
- category: How to Guides / Admin Guide / Manage Teams and Users / How to Add Users to Teams
url: /how-to-guides/admin-guide/teams-and-users/add-users
- category: How to Guides / Admin Guide / Manage Teams and Users / How to Change the Team Type
url: /how-to-guides/admin-guide/teams-and-users/change-team-type
- category: How to Guides / Admin Guide / Advanced Guide for Roles and Policies
url: /how-to-guides/admin-guide/roles-policies
- category: How to Guides / Admin Guide / Advanced Guide for Roles and Policies / Building Blocks of Authorization - Rules, Policies, and Roles
url: /how-to-guides/admin-guide/roles-policies/authorization
- category: How to Guides / Admin Guide / Advanced Guide for Roles and Policies / Use Cases - Creating Roles & Policies in OpenMetadata
url: /how-to-guides/admin-guide/roles-policies/use-cases
- category: How to Guides / Admin Guide / CLI Ingestion with Basic Auth
url: /how-to-guides/admin-guide/cli-ingestion-with-basic-auth
- category: How to Guides / Admin Guide / How to Add Custom Logo
url: /how-to-guides/admin-guide/how-to-add-custom-logo
- category: How to Guides / Guide for Data Users
url: /how-to-guides/guide-for-data-users
- category: How to Guides / Guide for Data Users / Understanding the Basics of OpenMetadata
url: /how-to-guides/guide-for-data-users/basics-openmetadata
- category: How to Guides / Guide for Data Users / Overview of Data Assets
url: /how-to-guides/guide-for-data-users/data-asset-tabs
- category: How to Guides / Guide for Data Users / How to Add Description using Markdown
url: /how-to-guides/guide-for-data-users/description
- category: How to Guides / Guide for Data Users / How to Request for Description
url: /how-to-guides/guide-for-data-users/request-description
- category: How to Guides / Guide for Data Users / How to Assign or Change Data Ownership
url: /how-to-guides/guide-for-data-users/data-ownership
- category: How to Guides / Guide for Data Users / How to Follow a Data Asset
url: /how-to-guides/guide-for-data-users/follow-data-asset
- category: How to Guides / Guide for Data Users / How to Add Tags
url: /how-to-guides/guide-for-data-users/tags
- category: How to Guides / Guide for Data Users / How to Request for Tags
url: /how-to-guides/guide-for-data-users/request-tags
- category: How to Guides / Guide for Data Users / How to Add Glossary Terms
url: /how-to-guides/guide-for-data-users/glossary
- category: How to Guides / Guide for Data Users / How to Create a Custom Property for a Data Asset
url: /how-to-guides/guide-for-data-users/custom
- category: How to Guides / Guide for Data Users / Overview of Announcements
url: /how-to-guides/guide-for-data-users/announcements
- category: How to Guides / Guide for Data Users / How to Create an Announcement
url: /how-to-guides/guide-for-data-users/add-announcement
- category: How to Guides / Guide for Data Users / Data Asset Versioning
url: /how-to-guides/guide-for-data-users/versions
- category: How to Guides / Guide for Data Users / How to Delete a Data Asset
url: /how-to-guides/guide-for-data-users/delete
- category: How to Guides / Data Discovery
url: /how-to-guides/data-discovery
- category: How to Guides / Data Discovery / How to Discover Assets of Interest
url: /how-to-guides/data-discovery/discover
- category: How to Guides / Data Discovery / Get a Quick Glance of the Data Assets
url: /how-to-guides/data-discovery/preview
- category: How to Guides / Data Discovery / Detailed View of the Data Assets
url: /how-to-guides/data-discovery/details
- category: How to Guides / Data Discovery / Add Complex Queries using Advanced Search
url: /how-to-guides/data-discovery/advanced
- category: How to Guides / Data Collaboration
url: /how-to-guides/data-collaboration
- category: How to Guides / Data Collaboration / Understanding Activity Feeds
url: /how-to-guides/data-collaboration/activity-feeds
- category: How to Guides / Data Collaboration / How to Request for Description
url: /how-to-guides/data-collaboration/request-description
- category: How to Guides / Data Collaboration / How to Request for Tags
url: /how-to-guides/data-collaboration/request-tags
- category: How to Guides / Data Collaboration / Overview of Announcements
url: /how-to-guides/data-collaboration/announcements
- category: How to Guides / Data Collaboration / How to Create an Announcement
url: /how-to-guides/data-collaboration/add-announcement
- category: How to Guides / Data Quality and Profiler
url: /how-to-guides/data-quality-profiler
- category: How to Guides / Data Quality and Profiler / Profiler and Data Quality Tab
url: /how-to-guides/data-quality-profiler/tab
- category: How to Guides / Data Quality and Profiler / How to Write and Deploy No-Code Test Cases
url: /how-to-guides/data-quality-profiler/test
- category: How to Guides / Data Quality and Profiler / How to Set Alerts for Test Case Fails
url: /how-to-guides/data-quality-profiler/alerts
- category: How to Guides / Data Lineage
url: /how-to-guides/data-lineage
- category: How to Guides / Data Lineage / How to Deploy a Lineage Workflow
url: /how-to-guides/data-lineage/workflow
- category: How to Guides / Data Lineage / Explore the Lineage View
url: /how-to-guides/data-lineage/explore
- category: How to Guides / Data Lineage / How Column-Level Lineage Works
url: /how-to-guides/data-lineage/column
- category: How to Guides / Data Lineage / How to Manually Add or Edit Lineage
url: /how-to-guides/data-lineage/manual
- category: How to Guides / Data Insights
url: /how-to-guides/data-insights
- category: How to Guides / Data Insights / What is Tiering
url: /how-to-guides/data-insights/tiering
- category: How to Guides / Data Insights / Set Up Data Insights Ingestion
url: /how-to-guides/data-insights/ingestion
- category: How to Guides / Data Insights / Key Performance Indicators (KPI)
url: /how-to-guides/data-insights/kpi
- category: How to Guides / Data Insights / Data Insights Report
url: /how-to-guides/data-insights/report
- category: How to Guides / Data Insights / Cost Analysis
url: /how-to-guides/data-insights/cost-analysis
- category: How to Guides / Data Insights / Configure the Data Insights Report
url: /how-to-guides/data-insights/email-report
- category: How to Guides / Data Insights / How to Transform the Data Culture of Your Company
url: /how-to-guides/data-insights/data-culture
- category: How to Guides / Data Governance
url: /how-to-guides/data-governance
- category: How to Guides / Data Governance / Glossary
url: /how-to-guides/data-governance/glossary
- category: How to Guides / Data Governance / Glossary / What is a Glossary Term
url: /how-to-guides/data-governance/glossary/glossary-term
- category: How to Guides / Data Governance / Glossary / How to Setup a Glossary
url: /how-to-guides/data-governance/glossary/setup
- category: How to Guides / Data Governance / Glossary / How to Create Glossary Terms
url: /how-to-guides/data-governance/glossary/create-terms
- category: How to Guides / Data Governance / Glossary / How to Bulk Import a Glossary
url: /how-to-guides/data-governance/glossary/import
- category: How to Guides / Data Governance / Glossary / Glossary Approval Workflow
url: /how-to-guides/data-governance/glossary/approval
- category: How to Guides / Data Governance / Glossary / Glossary Styling
url: /how-to-guides/data-governance/glossary/styling
- category: How to Guides / Data Governance / Glossary / How to Add Assets to Glossary Terms
url: /how-to-guides/data-governance/glossary/assets
- category: How to Guides / Data Governance / Glossary / Best Practices for Glossary
url: /how-to-guides/data-governance/glossary/best-practices
- category: How to Guides / Data Governance / Classification
url: /how-to-guides/data-governance/classification
- category: How to Guides / Data Governance / Classification / Overview of Classification
url: /how-to-guides/data-governance/classification/overview
- category: How to Guides / Data Governance / Classification / How to Classify Data Assets
url: /how-to-guides/data-governance/classification/assets
- category: How to Guides / Data Governance / Classification / How to Request for Classification Tags
url: /how-to-guides/data-governance/classification/request-tags
- category: How to Guides / Data Governance / Classification / Auto-Classification in OpenMetadata
url: /how-to-guides/data-governance/classification/auto
- category: How to Guides / Data Governance / Classification / What are Tiers
url: /how-to-guides/data-governance/classification/tiers
- category: How to Guides / Data Governance / Classification / Best Practices for Classification
url: /how-to-guides/data-governance/classification/best-practices
- category: Features
url: /features
color: violet-70

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@ -10,7 +10,7 @@ This installation doc will help you start a OpenMetadata standalone instance on
If you'd rather see the steps in a guided tutorial, we've got you covered! Otherwise, feel free to read the
content below 👇
{% youtube videoId="ld43_jafL9w" start="0:00" end="6:47" /%}
{% youtube videoId="ld43_jafL9w" start="0:00" end="6:47" width="560px" height="315px" /%}
# Requirements (OSX, Linux and Windows)

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@ -294,7 +294,7 @@ The logic for Notification Support has been improved. Users can define Alerts ba
- On the Explore page UI, the Side Preview is now available for all data assets. Previously it was only displayed for tables.
# [0.13.0 Release](https://github.com/open-metadata/OpenMetadata/releases/tag/0.13.0-release) - Dec 8th 2022 🎉
{% youtube videoId="oNbMnTW5AkE" start="0:00" end="7:51" /%}
{% youtube videoId="oNbMnTW5AkE" start="0:00" end="7:51" width="560px" height="315px" /%}
## Data Insights and KPI
Data Insight allows admins to take an active approach in their metadata management. Data Insight provides a single-pane view of all the key metrics to best reflect the state of your data. Admins can define the Key Performance Indicators (KPIs) and set goals within OpenMetadata to work towards better documentation, ownership, and tiering. Alerts can be set against the KPIs to be received on a specified schedule.
@ -368,7 +368,7 @@ Major enhancements have been made to how data is extracted from Kafka and Redpan
You can read the Release Blog [here](https://blog.open-metadata.org/openmetadata-0-12-0-release-1ac059700de4)
or watch an awesome video showing the new features!
{% youtube videoId="tv3pyCLcJfQ" start="0:00" end="17:04" /%}
{% youtube videoId="tv3pyCLcJfQ" start="0:00" end="17:04" width="560px" height="315px" /%}