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General functionality

Favorite, locked, and read-only

Elements can be marked as favorite, locked, or read-only.

Favorite

Clicking img marks the element as favorite, which gives the element preference in diagrams and in lists and enumerations.

Locked

Clicking img marks the element as locked, making it impossible to modify the element's business key (e.g. the label). The lock can only be set or removed by an administrator.

Read-only

Clicking img marks the element as read-only, making it impossible to modify the element or its subordinate elements. Read-only is especially recommended when importing metadata via interfaces and can only be set or removed by an administrator.

Text formatting

Descriptions and comments can be entered with formatted text (in Markdown). The editor supports different editing views:

  • In the Text editor, text is formatted as you type (WYSIWYG). Formatting can be applied using buttons. This view shows the finished, formatted result.
  • In the Markdown editor, the text is displayed in Markdown without rendered formatting.
  • In the Difference view, the current changes are shown compared with the last save.

The Text editor offers the following icons and functions:

SymbolDescription
UndoUndo
RedoRedo
Change block typeChange block type
BoldBold
ItalicItalic
UnderlineUnderline
SuperscriptSuperscript
SubscriptSubscript
Inline codeInline code
Bulleted listBulleted list
Numbered listNumbered list
Check listCheck list
LinkInsert link
Asset linkInsert asset link
ImageInsert image
Thematic breakInsert thematic break
TableInsert table
Code blockInsert code block
MathMLInsert MathML formula block
Text editorText editor
Difference viewDifference view
Markdown editorMarkdown editor
Tooltip

An asset link is a direct internal link to an existing asset. The asset search can be used when inserting it.

Tooltip

To create a line break or paragraph, a blank line must be inserted between the sections to be separated.

Tooltip

Tables can also be created using Markdown. The columns are separated by | and the rows by -:

| Column 1 | Column 2 |
| --------- | --------- |
| Content 1 | Content 2 |

The alignment of the table (left-aligned, right-aligned or centered) can be customized by adding : before or after the -.

Tooltip

Tables can also be formatted in HTML. When generating reports, this formatting is applied in the PDF.

Time travel

Based on the versioning of all models and elements, a time travel functionality is supported. Using time travel, you can jump to any point in time in the past in order to view all elements in their state at the selected point in time. Note that the entire application switches to the selected point in time, whereby the links to other elements as well as their state at the selected point in time can be traced.

Time travel

In time travel mode the application gets an additional frame in the color "Magenta" to better visualize the mode for the user. As long as dataspot is in time travel mode, elements cannot be edited. However, the metadata can be exported at any time.

Time travel can be started in the additional tab "History" to switch to the time of a specific version of an element. Alternatively, time travel can also be started by clicking the time travel icon in the menu bar, where the user can manually enter a specific point in time.

Diagrams

Diagrams visualize elements and their relations. On the one hand, a detailed diagram of the selected element can be viewed, and on the other hand, a lineage diagram of the element is possible. By clicking on the name of the diagram, the diagram can be collapsed or expanded.

Tooltip

Clicking Fit will adjust the diagram to the window size. Clicking Fullscreen will expand the diagram to the full width of the application.

Diagram

Tooltip

All diagrams can be exported and printed using the Print icon.

Clicking on a label in the diagram directly opens the detailed view of the respective element. Relationships can be opened by clicking on the arrow.

Click

The diagram can be customized and configured individually:

IconDescription
CollectionGroup elements by collections or hide collections
ObjectmodelShow as object model or as data model
FavoriteShow only favorite or all elements
AttributeShow none, only favorite, or all attributes
RelationshipsShow or hide relationships to other elements
linksShow or hide links to other elements
CardinalityShow or hide cardinalities and roles
SubprojectsShow or hide elements from subprojects
CountSelect the maximum number of displayed elements
SideOrder elements from top to bottom or from left to right

Lineage representation is available for all elements where transitions, transformations, etc. can be defined (objects, attributes, reference values, etc.) and can be accessed by clicking on the "Lineage" tab.

Lineage

The lineage diagram can be customized and configured individually:

IconShow/Hide
Business derivationDerived from
Business lineageDerived to
Technical derivationTransforms from
Technical lineageTransforms to
TransformationTransformation
Transformation rulesRules
Maps fromMaps from
Maps toMaps to
SubelementsSub-elements
Detailed derivationLinks of sub-elements
Model namesModel names
Superordinate namesSuperordinate names
Detail TransformationTransformationen and rule details
MeasureMeasures
DimensionensDimensionens
Technical objectsTechnical objects
Business objectsBusiness objects
SystemsSystems
DatasetsDatasets
IndicatorsIndicators
LevelsLevels
Tooltip

If an option is displayed in color, it is active. If the option is displayed in gray, it is inactive.

Tooltip

The number of levels determines how many element levels are shown forwards and backwards. A level represents an element that is linked via a transformation, derivation or mapping.

The option Show only one level includes the element itself as well as an additional level.

Theme

A theme provides a set of design elements, styles and colors used to define the look and feel of the application. The current theme can be selected by clicking in the menu bar.

Select Theme

Tooltip

By clicking on "System", the theme is selected automatically based on the system settings of the end device.

The following themes are available, by default:

ThemeDescription
Light (LIGHT)Color scheme with light background and dark font.
Dark (DARK)Color scheme with dark background and light font.
Color vision deficiency (CVD)Color scheme with dark background and light font. Avoids colors that are difficult to see or distinguish for people with color vision deficiency.
Tooltip

Each theme can be customized using annotations.

Simple and advanced editor

Dialogs for adding and editing elements can be switched between a simple and an advanced editor.

In the simple editor, only mandatory fields as well as fields marked as favorite are displayed.

Simple Dialog

The advanced editor can be switched on and off by clicking the toggle "Show all properties". In the advanced editor, all fields (standard fields and additional, customer-specific fields) are displayed.

Advanced Dialog

Column settings

The columns of a table or list can be adjusted individually.

Tooltip

The column settings are saved automatically and restored the next time the page is opened.

The arrangement and width of the columns can be adjusted:

  • A column can be moved by clicking its column header with the mouse and dragging it to the desired position using "drag and drop".
  • A column can be resized by clicking the right edge of its column header with the mouse and adjusting it by dragging.

To show and hide columns, the column menu is opened by clicking Grid View.

Column Selection

Tooltip

Selecting "Reset" discards all column settings (arrangement, width, displayed columns) and restores the default settings.

The column menu first shows all currently displayed columns. Below that, separated by a line, all hidden, available columns follow.

  • Clicking a currently displayed column hides it.
  • Clicking a hidden, available column displays it.
Note

For layout reasons, no columns can be displayed whose data type (baseType) is TEXT (formatted text).

Bulk changes

Bulk changes allow multiple elements in the subpanel to be edited or deleted at the same time.

By clicking the checkboxes in the first column, all or individual elements can be selected.

Bulk Changes

Next to the checkbox in the column header, the dropdown list with all actions can be opened. The dropdown list shows all fields that can be edited by bulk changes. Alternatively, all selected elements can be deleted.

Select

Note

When using bulk changes, only fields that have a list of valid values (literals) or the data type (baseType) BOOLEAN (Yes/No) can be edited. Both existing fields (properties) and customer-specific fields (customProperties) can be edited.

After the selection, a dialog opens to confirm the action.

Confirm

By clicking "OK", the change is applied to the selected elements.

Note

When performing bulk changes as a user with the access level Editor, the permission is checked based on the assigned workflow. Fields for which no permission is available are disabled in the dropdown list.

Duplicate

An element can be duplicated to create a copy of the element with a new label. When duplicating, all properties of the element as well as all subordinate elements and links to other elements are copied.

View Duplicate

An element can be duplicated in the subpanel, by clicking the duplicate icon (or by selecting "Duplicate Element" in the menu) next to the element.

Edit Duplicate

It is mandatory to change the label of the element. In addition, selected properties of the element can be edited.

Note

Subordinate transformations are not taken into account when duplicating.

Clicking "Duplicate" creates the copy.

Notifications

Certain actions during processing can trigger automatic notifications to be sent to the responsible persons. These notifications appear in the icon Notifications in the menu bar and are also listed in the dashboard of the respective user.

Tooltip

For each status in a workflow, it is possible to configure which persons (based on their roles and responsibility) should be automatically notified when elements in this status are created, edited, or deleted. For each status transition in a workflow, it is possible to configure which persons (based on their roles and responsibility) should be automatically notified of the transition.

The individual notification settings of the user can be edited by selecting "User preferences..." in the user menu.

In the user preferences, issues, comments and approvals as well as assets can be explicitly configured for which actions (add, change, delete, etc.) the responsible user wants to be notified and whether additional notifications as emails are desired.

User preferences

Access level

Each user and service user has a configured highest access level.

Access levelDescription
Read OnlyUsers and service users with the access level Read Only may only read published metadata objects and are not allowed to edit or delete elements.
EditorUsers and service users with the access level Editor may read metadata objects and, in compliance with the role-based responsibility and authorization concept, edit or delete metadata objects. Editors represent the regular, writing users of the application. They operate within the role-based responsibility and authorization concept and the workflow process.

Editors can neither create, edit, nor delete users, service users or workflows. Editors can neither create nor delete models.
AdministratorUsers and service users with the access level Administrator may read, edit, or delete all metadata objects. Administrators have the most comprehensive permissions in the application. They may override the role-based responsibility and authorization concept and the workflow process. They may edit and delete all elements (regardless of responsibilities) and intervene in the workflow process by bypassing the defined rules (e.g. perform status transitions without a required approval).

Administrators can create, edit, and delete models, users, service users and workflows. They can configure and customize the application.

A user can change their access level in the user interface to a lower level than their configured highest level. The current access level can be set in the personal user menu by clicking on the icon Person in the menu bar.

Zugriffsstufe

For example, a user with the configured highest access level Administrator might temporarily change their access level to Editor in order to work as a regular user without special privileges.

Version information

The current version information can be displayed or verified by hovering the mouse cursor over the dataspot logo in the lower left corner of the sidebar.

MouseOver

By clicking on "Open-Source Software" the list of open-source libraries and technologies used is displayed.