How-To Guides

1. Please go to Collibra in your browser (https://uncg.collibra.com/).
2. Navigate to the header at the top of the page. There you will find the Search option (the spyglass icon).
3. To use Search, click on the spyglass icon. The Search field will open for typing, while showing you Recently Viewed items. You can select a recently viewed item or type in a search term.
4. If typing in a search term, Collibra will present top results.
5. If what you are searching for comes up in the top results, click on the asset name you want to select to go to that page.
6. To view more options, select Search (the spyglass icon) with the search term next to it in the top results. This will take you to the Search page where more results and filter options are available. Click on an asset name you want to select, to go to that page.

Note: the search results are automatically filtered by the current community or domain if you search with a community or domain page open.

For more details on ways to use the Search field and filter results on the Search page, visit Collibra Documentation.

PDF: How to Search Collibra

Note: For this example, we will be using the Welcome Dashboard which is accessible by all users.

1. Please go to the UNCG Collibra in your browser and log in (https://uncg.collibra.com/).
2. The dashboards are labeled by the tabs below the Search box. The Welcome Dashboard is the pinned dashboard for all UNCG users and should display upon initial log in. Once you are a more frequent user, your last accessed dashboard is what will display upon logging in. If there is more content to be displayed in each section, there will be a scroll bar available.
3. The Quick Links section is a curated list of links to navigate to popular and most demanded pages within the catalog with ease. Each link takes you to a catalog, hierarchy, or glossary within the catalog. Unsure which one is the right link for you? Check the descriptions below each link.
4. Today’s Asset Count gives a real time count of the assets in the catalog. These assets are all clickable, meaning if you select Business Terms, it will take you to the Global View of the Business Terms, where you can view, filter, and search through 1K of the terms cataloged within Collibra.
5. Meet the Team lists our names and titles as well as our website. If clicked, the website link takes you to our Enterprise Data Governance Website in a new tab.
6. Contact Us provides our email and a link to the IREDM website. By selecting our email, your Outlook desktop App opens to send us a message. If you select the IREDM link, it will take you to their website in a new tab.
7. Training is where you can sign up for your own Collibra University account and gain access to Collibra resources to help on your Data Governance journey. By selecting the Collibra University link, a new tab will appear prompting a sign in with SSO. If you have not yet made an account, open the second link and follow the instructions listed in the description.
8. Submit a Request links to the forms in ServiceNow, UNCG’s Online Service Portal, where you can submit an item for Data Governance review using the Data Governance Intake form. Use the Metadata/Data Quality form to request new codes, business terms, or other data assets, or to report a data quality issue. You can request to have an item cataloged or a report certified using the Catalog Request Form.
9. Recent are your top 10 most viewed assets. These are unique to each user based on your activity in Collibra. These are also all linked assets, by selecting them it will take you to the catalog record.
10. Most Viewed are the top 10 most viewed assets based on the activity of all UNCG Collibra users. These are also all linked, so you can click them to visit the catalog records.

PDF: How to Navigate a Dashboard

1. Arrive at the 6-TECH Online Service Portal and log in with your UNCG credentials if not logged in already. Select “FIX IT” -> “Data Governance” -> “Catalog and Report Certification Request”.
2. Open the form. The top portion describes the purpose of the ticket.
3. When filling out the ticket, the field “Requested By” and “Contact Email Address” will be auto populated with your information. “Contact Phone Number” is optional.
4. Under the Catalog Request portion of the ticket, in the “Has this item previously been cataloged?” field, select the response that best corresponds with the request.
   • “Yes, update existing record”: Yes, this asset has already been cataloged and requires an update.
     • Note: select this option when a previously cataloged report needs to be certified.
   • “No, create new record”: No, this asset has not been cataloged, and needs to be.
   • In the “Data asset name” field, provide the asset’s name.
   • In the “Data asset type” field, select the asset type that best corresponds with the request.
5. Under the Report Certification Request portion of the ticket, in the “Do you wish to have this report certified?” field, select the response that best corresponds with the request.
   • “Yes”: Yes, this asset needs to be certified.
     • Note: A report/dashboard must be cataloged before it can be certified. When requesting certification on a report that is not cataloged, be sure to also request that the report/dashboard be cataloged (see step 4).
   • “No”: No, this asset does not need to be certified.
     • Note: If the requestor is uncertain if certification is necessary, it may be requested at a later date.
     • Note: Only the asset type report/dashboard qualifies for report certification. For all other asset types, select “No”.
   • The last field “Additional Information” is optional and open ended for the requestor to add any information they would like to provide with the request.
6. Submit the form.
7. The EDG team will receive the request and a team member will follow up with you via the open request.

PDF: How to Submit a Catalog and Report Certification Request using ServiceNow