Features & Operations
Viewing Bookmarks
OvalEdge allows users to bookmark pages by clicking the bookmark icon in the top menu bar. This organizes frequently visited or essential pages for quick access.
The browser extension integrates with the OvalEdge account to access saved bookmarks directly. Clicking the Bookmarks button in the browser extension redirects users to the Bookmarks tab's search bar.
Users can browse bookmark folders, find specific content, and open the corresponding application page with a single click.
Searching Terms & Data Objects
Explore and Suggest New Terms
The browser extension enables users to search for Business Glossary Terms within their assigned domains.
Clicking the Search button in the browser extension redirects users to the Terms tab's search bar.
Users can search for and view only Published Glossary Terms.
Selecting a term opens a pop-up that displays the term's name, business description, and the assigned steward’s name and avatar. This information appears directly below the term details.
A More Info button provides access to the Term Summary Page.
Suggest a Term
Users can suggest new terms through the Suggest a Term option in the Terms section.
Clicking this option opens a form where the following details must be provided:
Summary (Mandatory): A concise overview of the proposed term.
Description: A detailed explanation of the term, including its context and usage.
Priority (Mandatory): The importance level determines the order in which considerations are evaluated.
Select Domain (Mandatory): The business domain to which the term belongs.
Category: A specific grouping of the term within the domain.
Subcategory: Further refinement of the category.
Term Name (Mandatory): The proposed name or identifier for the term.
Term Status (Mandatory): Indicates whether the term is in Draft or Published status.
Business Description (Mandatory): A detailed explanation of the term’s significance and impact.
Once saved, a service request is generated and sent to designated approvers, who can be accessed through Service Desk > My Requests. Approvers can review, approve, or reject the suggestion.
Explore Data Objects & Report Quality Issues
The browser extension includes a Data tab that allows users to search for various Data Catalog objects, such as:
Tables & Table Columns
Files & File Columns
Reports & Report Columns
APIs and API Attributes
Virtual Objects
Data Stories
Access to these objects is subject to the user’s permission.
Viewing Data Objects
Clicking the Search button in the browser extension redirects users to the Search Bar for the Terms and Data tab. Users can search for and view Data Catalog Objects.
Selecting a data object opens a pop-up that displays the object's name, business description, and the assigned steward’s name and avatar. This information appears directly below the data object details.
The pop-up includes a More Info button, which redirects to the object’s Summary Page for further details.
Reporting Data Quality Issues
Users can report issues related to data object quality by selecting the "Report Data Quality Issue" option. This feature helps identify and address inconsistencies in data objects.
Required Details for Reporting:
Service Request Summary (Mandatory): A brief overview of the issue.
Service Request Description: Detailed explanation of the problem.
Potential Business Impact Amount: Estimated impact of the issue, quantifying its effect on business processes, financial outcomes, or efficiency.
Corrective Action: Suggested steps or remedies to resolve the issue and improve data quality.
Priority Fields (Mandatory): The issue's urgency or importance.
Context URL: Link to the application or webpage where the issue was identified for better context.
Service Request Workflow
Once submitted, a service request is generated and sent to designated approvers.
Requests can be accessed and tracked via Service Desk > My Requests.
Report Context URLs
OvalEdge allows users to report data quality issues by providing the URL of the application or webpage where the inconsistency is observed.
For instance, if a discrepancy is identified on a specific data object page within the OvalEdge application, attaching the relevant URL helps contextualize and address the issue efficiently.
Clicking the Report button in the browser extension redirects users to the Data Quality Request form, where users can report issues by providing the URL of the application or webpage where the inconsistency is observed.
Users must complete the required data quality issue reporting template details, including the context URL.
Context URL (Mandatory): Link to the application or webpage where the issue was identified.
Service Request Summary (Mandatory): A brief overview of the issue.
Service Request Description: Detailed explanation of the problem.
Potential Business Impact Amount: Estimated impact of the issue, quantifying its effect on business processes, financial outcomes, or efficiency.
Corrective Action: Suggested steps or remedies to resolve the issue and improve data quality.
Priority Fields (Mandatory): The issue's urgency or importance.
Service Request Workflow
Once submitted, a service request is generated and sent to designated approvers.
Requests can be accessed and tracked via Service Desk > My Requests.
View Certification Status
The browser extension simplifies the management and validation of certifications for tables and reports across external tools. Certifications are categorized as Certify, Caution, Violation, Inactive, or None.
How to View Certification Status:
Provide Context URL: For external tools such as Power BI or Tableau, users must supply the corresponding Context URL to view certification status.
Administrator Configuration: Administrators can configure context URLs in OvalEdge through: Administration > Connectors > [Selected Connector] > Settings > Others > Context URL. This links the browser extension to the OvalEdge application.
Supported Connectors:
Power BI (Report Type, Dashboard)
Tableau (View Type)
Qlik Sense (Report Type)
Delta Lake (Tables)
Example Use Case:
Suppose the "Quarterly Sales Report" in Power BI is certified within OvalEdge. In that case, users with the browser extension integrated into Power BI will receive a pop-up notification displaying the report’s certification status. This ensures transparency and supports data governance by allowing users to verify and report any issues they encounter directly.
The browser plugin displays the certification status of a Power BI report and provides direct access to related metadata from the source system.
Users can use the View Dataset Details option to access the associated semantic model (dataset), including its business description, semantic columns, and related terms.
Users can use the View Report Details option to return to the report view from the dataset screen. Report details, including the business description, associated terms, and column information, are available even if the report is not certified.
Auto-Search
The Auto-Search Data Catalog on Text Selection feature simplifies access to data objects and terms within the OvalEdge application. This feature lets users quickly search for relevant information by highlighting text directly within their browser.
How to Enable Auto-Search:
Open the OvalEdge Browser Plugin.
Click the Profile Picture to access the profile details section.
View essential information such as:
User Name
User ID
OvalEdge Login URL
Select the checkbox for Auto-Search Data Catalog on Text Selection to activate the Auto Search feature.
Using Auto-Search:
Once enabled, highlighting any text on a webpage will automatically trigger a search for related data objects or terms in the OvalEdge application.
Results appear instantly, providing quick access to relevant information without additional steps.
Manual Search (When Auto-Search is Disabled):
If the Auto-Search feature is not activated, users can still perform manual searches:
Right-Click Search:
Highlight the desired text.
Right-click and select "Search OvalEdge for..." from the context menu.
The OvalEdge extension will search for the term and display the results in a pop-up window.
Guest/External Users Usage
Guest/External users can:
View Published Terms: Access only glossary terms marked as "Published." Other data catalog objects (e.g., tables, files, or APIs) are not visible.
Data Quality Request: Submit a request by providing a URL and details, including a description, priority, and context. A proxy user (configured in system settings) follows up on these requests on their behalf.
More: The More option allows users to access the Licensed user login pop-up, which offers various authentication methods, including OvalEdge credentials (applicable only for on-premise environments), Single Sign-On (SSO), and API authentication tokens.
View Report Certifications: View certifications (e.g., Certify, Caution, Violation) for reports from Power BI, Tableau, Qlik Sense, and Delta Lake.
Favorite Report Columns: External users see only starred or favorited report columns that have been configured by users with the appropriate permissions.
External users are assigned the default name "Guest User." However, they can customize their profile name, which is retained for subsequent logins.
Browser Extension Login Audit
The Browser Extension Login Audit tracks user sign-in and sign-out activities in the OvalEdge Browser Extension. It enables system administrators to monitor and review user session behavior.
Navigation: Audit Trails > Users > Browser Extension Login
This audit trail captures the following details:
Email ID: The registered email address of the user who attempted to log in.
User Name: The full name of the user, including First and Last Name.
User Type: Indicates whether the user is a licensed or guest user.
Sign-In Time: The exact timestamp when the user successfully signed in to the browser extension.
Sign-Out Time: The exact timestamp when the user signed out or the session ended.
Session Duration: The total time the session remained active, calculated from sign-in to sign-out.
IP Address: The IP address of the system used to access the browser extension.
Browser Name and Version: The browser used for login, including its version (e.g., Chrome 117.0.5938.149).
Operating System: The operating system of the machine used to perform the login (e.g., Windows 10, macOS).
Status: Indicates whether the login attempt was successful or failed.
Failure Reason: Provides the reason for a failed login attempt, if applicable (e.g., Invalid Credentials, Token Expired).
Sorting and Filtering: Audit details can be sorted/filtered by User Type, Sign-In Time, Sign-Out Time, Session Duration, and Status.
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