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Business Glossary 

Instructor-led | Data Quality | 2 Day | Version 10

Business Glossary 

Course Overview

This course is applicable to software version 10. Designed for data stewards who work to maintain the Business Glossary and for Metadata Administrators who will customize the glossary model, manage security and import multiple glossaries. Become versed in the complete workflow of Business Glossary – from creating to publishing Glossary Assets.

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After successfully completing this course, students should be able to:

  • Create and customize a glossary
  • Assign different roles and permissions to users
  • Create, propose, and publish various Glossary Assets to include: Category, Policy, Business Terms, Business Initiatives
  • Execute approval workflow including 2 levels of voting
  • Enable Email notification
  • Import and Export glossary
  • Use Business Glossary Desktop

Target Audience

  • Administrator
  • Data Steward
  • End User


  • None


Module 1: Business Glossary Overview

  • Business Glossary users
  • Role of BG in Data Governance
  • Business Glossary concepts

Module 2: Exploring Business Glossary UI

  • Library
  • Library View
  • Relationship View

Module 3: Glossary Administration

  • Business Glossary Architecture
  • Glossary Administration Tasks
  • Glossary Creation
  • Configuring Default Approvers
  • Glossary Customization

Module 4: User and Role Administration

  • User Management Process
  • Glossary Security Workspace
  • Permissions
  • Roles
  • Privileges
  • Assigning Roles or Privileges
  • Editing Roles or Privileges
  • Role and Privilege Relationship

Module 5: Creating and Publishing a Category

  • Create a Category
  • Propose a Category
  • Review a Category
  • Publish a Category

Module 6: Creating and Publishing a Policy

  • Create a Policy
  • Propose a Policy
  • Publish a Policy

Module 7: Creating and Publishing a Business Term

  • Create a Business Term
  • Create additional Business Terms
  • Create relationships
  • Publish a Business Term

Module 8: Creating and Publishing a Business Initiative

  • Create a Business Initiative
  • Propose a Business Initiative
  • Publish a Business Initiative

Module 9: Approval Workflow

  • Approval Workflow Intervals
  • Glossary Administrator Tasks
  • Data Steward Tasks in approval process
  • Approver Tasks in approval process
  • Email notifications

Module 10: Import and Export of Glossary

  • Export file description.
  • Conflict resolution
  • Configure the glossary export properties
  • Export Glossary Assets and Templates
  • Import to transfer contents of a glossary to the current glossary
  • Import templates

Module 11: Business Glossary Desktop

  • Use Business Glossary Desktop
  • Configure Server settings
  • Configure Preferences
  • Configure Keyboard shortcuts

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Instructor Led | Data Quality | 2 Day | Version 10

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