Cloudera Docs

Cloudera Octopai Data Lineage User Guide

Tour the Cloudera Octopai Data Lineage web platform interface, navigation areas, and key tools available to administrators and analysts.

Cloudera Octopai web platform

The Cloudera Octopai web platform provides central access to lineage, discovery, and knowledge features for data teams.

Figure 1. Cloudera Octopai web platform home page

Section 1 - Spaces menu

Select the menu icon to expand the Spaces menu and view detailed navigation options.

The left menu is divided into the following spaces:

  1. Lineage Space

  2. Discovery Space

    Octopai Automated Discovery Space

  3. Knowledge Hub Space

    Knowledge Hub User Guide

Section 2 - General options

The toolbar across the top of the interface provides quick access to monitoring, notifications, and account tools.

You can choose the following options in the General options section:
  • System monitor

    The System Monitor pop-up window lists connectors by number, name, system, status, and last refreshed date.

    Figure 2. Connector status summary

    Review connector status details to confirm ingestion health before refreshing metadata.

  • User notifications

    User notifications display license information and other account-wide alerts.

  • Recent activities

    The Recent Activities list identifies the most recent searches performed in the environment. Use the red funnel icon to refine the list by submodule, activity, tool name, or tool type.

    Figure 3. Recent activity filter options
  • Knowledge Center access

    Select Need Help? to open the Cloudera Octopai Knowledge Center.

  • User avatar options
    Figure 4. User avatar menu

    The user avatar menu provides shortcuts to profile settings. Administrators can open the Admin Console, and all users can sign out from the logout option.

  • Metadata connections
    Figure 5. Metadata connections panel
    The Metadata Connections panel lists every metadata source extracted by tool type.
    Figure 6. Metadata source controls
    Toggle each metadata source on or off to control which systems appear in lineage views.
    Figure 7. Cross System Lineage toggle

Section 3 - Main pane

The main pane shows the current dashboard with search, lineage objects, and color-coded visual cues in the following sections:
  • Search box
    The Search box supports fuzzy searches across report and process names (columns are not included).
    Figure 8. Search box controls
  • Data objects list by type
    The Data Objects List by Type & Color option groups assets by the area they belong to.
    Figure 9. Data object legend
    The color legend refers to the following elements:
    • Blue area: ETL, stored procedures, and SQL files.
    • Red area: Database objects, Analysis Services items, and physical objects.
    • Green area: Reports.

Section 4 - Help button

Select the help icon to contact Cloudera Support.

The help resources open in a separate browser tab so you can continue working in the platform.