¶ Elementrix Platform Tutorial
Version: 1.0
Last Updated: 2025-01-27
Audience: Data Owners, Data Stewards, Administrators, Application Developers
Welcome to the comprehensive Elementrix Platform tutorial! This guide will walk you through all aspects of the Elementrix data governance and management platform, from basic concepts to advanced administration.
¶ What You'll Learn
- How to create and manage semantics (business glossary)
- Creating and managing data models
- Data product lifecycle management
- Access governance and approval workflows
- Application integration
- Platform administration
¶ Prerequisites
- Access to Elementrix platform
- User account with appropriate permissions
- Basic understanding of data governance concepts
- Familiarity with REST APIs (for developers)
¶ Tutorial Sections
¶ Getting Started
- Introduction - Platform overview and prerequisites
¶ Core Concepts
¶ Semantics Registry (Business Glossary)
- Semantics Registry Overview - Understanding the business glossary
- Collections & Categories - Creating and managing semantic collections
- Creating Semantic Terms - Adding new business terms
- Managing Tags & Synonyms - Organizing and categorizing terms
- Linking to Data Products - Connecting semantics with data
- Pre-loaded Semantics - Using pre-shipped business terms
¶ Data Models
- Data Models - Understanding and managing data structures
¶ Data Products
- Data Products Overview - What are data products and reference data
- Data Product Lifecycle - States, roles, and transitions
- Creation Workflow - Step-by-step product creation
- Governance & Approval - Review and approval process
- Publishing Products - Making products available
- Product Schema - Defining fields and data types
¶ Data Sync Strategies
- Sync Strategies Overview - Choosing the right sync method
- Manual Creation - Creating schemas manually
- JSON/CSV Upload - Importing from sample files
- Database Connectors - PostgreSQL and MySQL integration
- Staging Data Source - Using the staging environment
¶ Access & Discovery
- Roles & Privileges - User roles and permissions
- Discovery & Access - Finding and accessing data products
¶ Administration
- Administration Overview - Platform administration capabilities
- Managing Data Products - Product administration
- Managing Applications - Application and API key management
- Managing Users - User administration
- Managing Roles - Role and permission management
- Branding - Platform customization
- Staging Environment - Staging setup and configuration
- Active Directory Integration - AD sync and integration
- SSO Setup - Single sign-on configuration
- Licensing - License management
¶ Wrap Up
- Conclusion - Next steps and resources
¶ Quick Start Guide
- Start with the Introduction to understand platform basics
- Learn about Semantics Registry to establish your business glossary
- Create your first Data Product following the step-by-step guide
- Explore Discovery & Access to learn how users find and consume data
- Review Administration for platform management tasks
¶ Need Help?
- Documentation: Explore the pages listed above
- Support: Contact your Elementrix administrator
- Community: Join the Elementrix user community
Happy data governing!