Just installed Engrafo - What now?

So you just opened Engrafo for the first time… Congratulations! But what now? Don’t worry! We have made this small demo roadmap for you to get started

1) Import the demo data catalog

We have made a small demo data catalog for you from the worldwide importers database in .csv file format. Download the .csv file via the below link and upload it following following the steps described in the Engrafo admin section under Upload metadata or follow the guide here: Metadata and documentation load | Generating Data Catalog via .csv load

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Once you have uploaded the data catalog make sure it is there in your Engrafo installation under Data Catalog and do a bit of exploring following the guide here: Browsing the Engrafo Data Catalog

2) Create the demo data lineage

Once you have imported your demo data catalog, it’s time to play around with data lineage. We have also created a small .csv file for you to try the import data lineage functionality. Pretty cool, eh? Download the .csv file via the below link, and try to import it as data lineage using the steps described in the Engrafo admin section under Upload metadata or follow the guide here: Metadata and documentation load | Generating Data Usage documentation via .csv load

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Once you have uploaded the data usage documentations be sure to check they are there in the Data usage section of your Engrafo installation and generate some cool data lineage graphs following the guide here: Exploring data usage documentation

3) Customize your templates

Now that you have got your own little demo environment it’s time to make it your own. You do this by configuring the templates for data catalog and data usage. Don’t worry - it’s really quite easy.

First try to add an extra metadata attribute (a field) to the the template for table documentation - maybe you want to add something about GDPR sensitivity. You can figure out how using this guide: Configure metadata documentation layout for Engrafo Data Catalog | Create/edit units and fields in Engrafo Data Catalog

Secondly try to adapt the data usage template, to include something you would also like your data usage documentation to include. It could be an extra field in the “Data and technical info”-section about frequency with which the job runs. Or you could try to create a new template altogether! You can find out how in this guide on data usage templates: Configure metadata documentation layout for Engrafo Data Usage | Creating templates, units and fields in Engrafo Data Usage

4) Try to load some of your own data and create your own lineage

Believe it or not, but your are now actually ready to utilize Engrafo to democratize data and map data lineage in your own organization! Once you have adapted the templates for schema, table, column, etc. and crated the templates you need for data usage, it’s time to get your own stuff in there.

For data catalog use either an adapted version of the .csv template from worldwide importers database provided above or use e.g. the connection string functionality to connect directly to the metadata of your data warehouse.

For data usage either create the data documentations and manually map the data lineage as described here: Creating data usage documentation … or use an adapted version of the .csv template from above to automatically load data documentation and data lineage into Engrafo.

Of course you are also very welcome to reach out to us for any questions you might have. Please reach out to us at contact@engrafo.dk and we will get back to you as soon as we are able