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Get the most out of your trial and discover the potential of Enterprise Glossary. Catalog, comment and control your SAP metadata. Create custom catalog entries and document your whole BI.
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title | Single Sign-On and user import |
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By adding an Active Directory, existing Users of the domain can be imported. Users with a link to the Active Directory can use Single Sign-On for easier login. Go to the settings via the cog icon in the upper right corner of the application. Go to Active Directory, the fifth setting from the top on the left side. Choose “Add Domain“ to add your Domain. Switch “Automatic user login“ ON to activate the Single Sign-on with added domains. Switch “Create new users at login“ ON to allow domain users to login without a manual creation. Automatically created user will have the default role, specified in the corresponding domain.
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| Best Practice: Single Sign-On For easy access to the Enterprise Glossary, you should connect your relevant Active Directories and enable automatic user login and user creation at login. This will make it very convenient for new users to access the Enterprise Glossary using a domain user. You should use a domain's default role to control what users automatically created from that domain can see in the glossary. |
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In the Profile, Users can make personal settings (Avatar (displayed Icon), E-Mail, Language, etc.). Go to your user profile via your avatar icon in the upper right corner of the application. Edit your profile to adjust personal data, your profile picture or other settings. Save your changes.
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| Tipp Users can set their preferred format for displaying SAP BW object names in their user profile. For example, you can display objects by their description only, or include elements such as the technical name or UID. |
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title | Folder structure to organize Entities |
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Entities in the Enterprise Glossary can be organized in Folders via a Directory that is displayed in the Sidepanel. Go to the Sidepanel and right click the Enterprise Glossary folder. Select “Add to Folder > New Folder“ and create a new folder benath the Enterprise Glossary folder. Synchronized SAP Entities and manually created Custom Entities can be linked in Folders. You can also create links to other websites and dispaly them either in an iFrame within Entperise Glossary or in a new tab.
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| Tipp Authors can move and delete multiple elements in the folder structure by clicking the checklist icon at the top right of the sidepanel. |
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| Best Practice: Folder Structure The following approach to creating a folder structure has worked well: Map business departments in the first folder level. Map projects or other organizational units in the second folder level. Map technical object types to the third folder level.
You can also create Custom Entities at higher folder levels to help users navigate and understand the folder structure. |
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title | Roles to control access |
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Users can have multiple Roles assigned. With them you can define what a user can see and access. You can restrict the folders that a user can see or edit, you can limit the entity types that are accessible by a user or that can be edited by an author. Go to the Roles via the cog icon in the upper right corner of the application. Create a new Role. Go to the role authorization via the key icon in the actions column or the button in the function panel. Adjust the settings to fit your needs.
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| Best Practice: Roles Use the Default Author roles for Authors who should always be able to access and edit all Entities. Use the Default Visitor role for Visitors who should always be able to access all Entities. Create custom roles if you want to enforce restrictions for some users. You can restrict access to Entities based on templates, folders, and even the contents of specific fields. |
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title | Add global comments to SAP Entities |
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You can add a text comment to each SAP Entity that can be read without opening the SAP Entity eg. in the context of another SAP Entity. That way you can for example read about an Variable in the context of a Query without leaving the Query. Go to “SAP Entities“ in the main navigation. Click the Comment icon in the Actions column for the SAP Entity you want to comment on. Enter your comment and save.
OR Open the SAP Entity you want to comment on. Click the “Comment” button in the function panel. Enter your comment and save.
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| Tipp You can use the Excel Interface to import comments in a batch process. See “Excel Interface“ below. |
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title | Link shortcuts to SAP Entities in the folder structure |
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Synchronized SAP Entities can be linked as a shortcut in one or multiple folders. Go to the sidepanel and right click a folder. Select “Add to folder > Link SAP Entities“. Select the desired Entities from the popup and click on “Add“.
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| Tipp Users can check the folders in which an Entity is linked by clicking “Shortcuts” in the function panel of the Entity. |
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title | Post discussions on SAP Entities |
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All users can post discussions about any accessible Entity, no author rights required. This allows questions to be asked and answered, additional information to be provided, and so on. Open an Entity you want to discuss. Open the discussions panel on the lower left border of the Entity. Post a new discussion or reply to an existing one.
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| Tipp Discussions can be turned off in the Entities settings, if your company does not want to allow any users to post discussions about Entities. The option to give likes to posts in discussions can be turned off separately. |
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title | View historic versions of SAP Entities |
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Entities in the Enterprise Glossary have versions that are saved when changes are published. These versions can be browsed, revealing previous states of the Entity. Panel |
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| With version 2023.2 also the synchronized SAP metadata will be included in the versioning. Older versions olny include manualy entered information in the created versions. SAP information will always show the most recent state. |
Open an Entity whose versions you want to browse. Open the versions panel on the lower left border of the Entity. Select a version that you want to view.
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| Tipp The Entity settings allow different behavior of comments when publishing a new version of an Entity. You can set the number of characters allowed, make comments mandatory or optional, or disable them altogether. |
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As a typical analysis in the SAP environment, the Enterprise Glossary provides a where-used list for supported object types on a separate tab. This allows you to quickly get an overview of the Entities in which a certain SAP object is used. Open an Entity whose usage in other Entities you want to analyze. Navigate to the Where-Used tab. Fields list all the Entities that use the Entity.
 The Where-Used Analysis is available for the following obejct types: Business Warehouse Basic Key Figures Characteristics Navigation Attributes Queries Restricted Key Figures Variables
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| Tipp The Where-Used Analysis can also display the usage across different system types. For example you can analyze the usage of a Query in SAC Stories or BO Lumira. In order to enable this feature, you must create a connection mapping between the systems by editing the SAP HANA and SAC connection. |
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title | Used-Elements Analysis |
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The Enterprise Glossary allows you to perform an analysis of the elements used by an SAP object. This gives you a quick overview of the structure of an SAP object. Open an Entity whose usage of other Entities you want to analyze. Navigate to the Used Elements category on the overview tab. The Used Elements Field lists the Entities that are used.
 The Where-Used Analysis is available for the following obejct types: Business Warehouse Analysis for Office Design Studio
Business Objects Analysis for Office Design Studio Lumira Web Intelligence
SAP Analytics Cloud Analytic Applications Stories
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| Tipp The buildup and the used elements of BW Queries can be found in the Rows and Columns Field and Calculation Views offer the Columns Field. The default Templates displays such information with separate Fields in the Detail Information category. |
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title | Add Fields to the layout of an SAP Entity |
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You can add previously removed SAP Fields or create new Custom Fields to add more manual information to your Entities. Custom Fields allow you to add any manual information to your SAP Entities. Go to “Templates > SAP Templates“ Edit the SAP Template corresponding to the object type you want to adjust. To add a previously removed SAP Field, drag and drop the Field from the field selection into the layout. To add a new Custom Field, click the button “Add Field“ above the field selection. Specify and save your Field. To add the new Custom Field, change the tab in the field selection to “Fields“. Then drag and drop the Field from the field selection into the layout.
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| Tipp You can also choose to create new categories and tabs to give your SAP Entities a different structure. |
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title | Create Custom Fields |
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The first step in creating your first Custom Entity is to create the Fields that will make up your Custom Entity. You can choose from several different types of Fields to display the information you want. You can either use a text-based Field (text, long text, rich text) where the Author of the Entity can later enter text freely. Or you can use a value-based Field (checkbox, radio button, drop-down list, token, user selection, date & time) where the Entity author can later choose from a list of predefined values. Go to “Templates > Custom Fields”. Create a new Custom Field. Choose the settings and layout you want. Publish the Field.
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| Tipp You can easily create multiple Fields in a row by selecting the checkbox in the Function Panel. |
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title | Create Custom Templates |
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The second step in creating your first Custom Entity, is to create a Custom Template that defines the layout of your Entities. You can select your previously created Fields and drag and drop them into the layout of your Template. Go to “Templates > Custom Templates”. Create a new Custom Template. Fill in the mandatory properties such as name and icon. Move the Fields into the layout and adjust position and size of the Fields. Publish the layout.
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| Tipp You can right-click the Fields you have added to the layout and take advantage of other options, such as changing the placement of the label or the alignment within the Field. These changes are Template specific and do not affect the Field itself or its use in other Templates. |
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title | Export Custom Entities to Excel |
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The content of Custom Entities can be exported to Excel. This allows the content of the Enterprise Glossary to be shared even when access is not possible or desired. Go to Custom Entities in the main navigation. Click the dropdown button “Excel Interface“ in the function panel and select “Export Custom Entities“. Select a Template in the dropdown on top of the popup window. Select the Entities that you want to export. Click on Export at the bottom of the popup to start the export. Click on Download once the export is done.
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Search
The Enterprise Glossary allows you to search its Entities with great precision and control. You can perform either perform a quick simple search across the titles of Entities, or you can perform a more advanced search across the content of Entitiesof Entity titles or a advanced search of Entity content. The advanced search also allows you to precisely search in specific Fields.
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title | >Perform a Quick SearchPerform a simple search |
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To find an Entity by its title, you can simply use the search in the main navigation. Image Added |
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title | Perform an advanced search |
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For your specific search needs, you can use the advanced search. Open the search dropdown from the search bar in the main navigation. Select “Advanced Search Options” at the bottom or press Enter. You can now add custom filters to customize your search.
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Best Practice: Overall
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