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    Dataphin:Create and manage knowledge base

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    Dataphin:Create and manage knowledge base

    Last Updated:Jan 21, 2025

    The knowledge base consolidates solutions for specific or categories of quality issues, enhancing problem-solving efficiency. This topic describes the process of creating and managing a knowledge base.

    Permission description

    • All members can create, view, and associate quality rules with knowledge bases. Super administrators and quality administrators have the authority to edit and delete any knowledge base. Knowledge base owners have the ability to edit and delete the knowledge bases they manage.

    • Quality administrators are permitted to add or remove quality rules for any knowledge base. Knowledge base owners may only manage quality rules for the knowledge bases they oversee.

    • Operation permissions vary for different objects. For more information, see Knowledge base operation permissions.

    Create a knowledge base

    1. On the Dataphin home page, select Administration > Data Quality from the top menu bar.

    2. In the left-side navigation pane, choose Governance Workbench > Knowledge Base. On the Knowledge Base page, click the Create Knowledge Base Document button.

    3. In the Create Knowledge Base panel, enter the required parameters.

      Parameter

      Description

      Basic Information

      Title

      The title of the knowledge base, up to 128 characters.

      Description

      A custom description. It is recommended to explain the purpose of the knowledge base based on the business scenario, up to 512 characters.

      Owner

      Select the owner of the current knowledge base.

      Problem Cause

      Describe the details of the problem, such as: Employee onboarding information contains empty values. Up to 1024 characters.

      Solution

      Describe the solution to the problem, such as: Export the problematic employee information table. After the HR owner completes the information, the IT department uploads the revised table. Up to 1024 characters.

      Related Objects

      Related Quality Rules

      Click the Add Related Rules button. In the Add Related Rules dialog box, filter quality rules based on the monitored object type and monitored object.

      image.png

      Related Files

      Click the Upload Related Files button. In the Upload Related Files dialog box, upload files.

      image.png

      Note

      • Supports selecting files from local storage for upload. File names must be unique.

      • Each knowledge base can contain up to 10 files, with each file no larger than 10 MB.

      • Supported file formats include the following: Word (.doc, .docx, .dot, .dotx, .rtf, .html, .xml, .txt), Excel (.xls, .xlsx, .csv), PDF (.pdf), and Images (.jpg, .png, .jpeg).

    4. Click OK to finalize the knowledge base creation.

    View the knowledge base

    You can view, edit, or delete the knowledge base from the Knowledge Base page after it has been created.

    image

    Area

    Description

    ① Search Area

    You can search for knowledge bases by title or description keywords.

    ② List Area

    Displays the title, owner, and description of the knowledge base.

    ③ Operation Area

    You can view, edit, or delete the knowledge base.

    • View: View the details of the knowledge base, including document information and edit history. To modify the knowledge base, click the Edit button at the bottom.

      • Document Information: Displays the basic information and related object details of the knowledge base. Click Related Quality Rules to view monitored object details. Click Related Files to view uploaded file details. You can also search for related quality rules or search and download related files.

        • Related Quality Rules: Filter related monitored objects by monitored object type. You can also perform fuzzy searches based on monitored object, validation object, or quality rule names.

        • Related Files: Search files by name. You can click the download icon in the operation column to download a single file or click the download icon at the bottom to batch download files.

          image.png

      • Edit History: Displays the edit operation history of the knowledge base, including Operator, Operation Time, Operation Type, and Operation Details.

    • Edit: Modify the basic information of the knowledge base, disassociate related quality rules, or delete uploaded files. After modification and confirmation, the quality rules and governance workbench will display the updated information.

      • Related Quality Rules: Click the disassociate icon in the operation column to remove the association of a single monitored object. You can also click the disassociate icon at the bottom to batch remove associations of monitored objects.

        Note

        After disassociating related quality rules, the associations in the knowledge base will be automatically removed.

      • Related Files: Click the delete icon in the operation column to delete a single file. You can also click the delete icon at the bottom to batch delete files. Deletion is irreversible, so proceed with caution.

    • Delete: After deleting the knowledge base, all associated relationships will be automatically removed. Proceed with caution.

    What to do next

    Once the knowledge base is linked with quality rules and the governance workbench, you can view the associated knowledge base within these areas. For more information, see