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Test Guide: Enterprise Glossary

Test Guide: Enterprise Glossary

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.

Requirements

Get access to the application either with an on-premises installation or via a remote access that we can provide for testing purposes.

Register on our bluetelligence portal for more information on how to access the application: http://portal.bluetelligence.de

If you choose to test with an on-premises installation, you will need to install the application and synchronisation service in your environment. Follow the installation instructions in the user guide:
https://manual.enterprise-glossary.de/installation
Please also note the specific requirements for the SAP integration if you plan to test in an on-premises installation.

 

Introduction

In the Enterprise Glossary, you may encounter SAP Entities and Custom Entities. The former are created by the application when synchronizing with an SAP system and represent an SAP object that exists in the SAP system. The latter are manually created Entities that contain only user-defined information and represent anything the user wants to include in Enterprise Glossary, such as a report from an unsupported BI system.

All Entities, including SAP Entities, are based on Templates that can be customized by changing the layout and adding or removing Fields or categories. By customizing your content, you can ensure that the information presented meets the needs of your audience.

How to test

To give you an idea of the application's potential, the following are descriptions and illustrations of the features you should be familiar with. You should follow the order, but you can skip the SAP integration or custom content if you do not plan to use it.

How much time should you spend testing?

We do not want to tell you how to manage your time, but we feel that you should spend at least two hours to get a solid idea of the capabilities of our product. If you have more time, the better.

What to do if you get stuck when testing?

Get in touch with your contact or write an email to support@bluetelligence.de.

Getting started

You should start by setting up your Enterprise Glossary with some basic settings and creating the basic content to explore all the useful features.

BASIC SETTINGS

To ensure that the correct time is displayed within the application the default time zone can be set for new Users. In the User profile each User can set his own time zone and override the default setting.

Note that this setting will only affect newly created users. To change the time zone for the logged in user, go to your user profile (see further down below).

  • Go to the settings via the cog icon in the upper right corner of the application.

  • You should be directed to the general settings, where you can set the default time zone.

  • Save your changes.

To ensure that the Enterprise Glossary visually matches the corporate design of the company, the User can edit the Customization in the settings and, for example, colors and logos can be changed.

  • Go to the settings via the cog icon in the upper right corner of the application.

  • Go to Customization, the third setting from the top on the left side.

  • Change the color settings and logo to fit your corporate design.

  • Save your changes.

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.

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.

BASIC CONTENT

Entities in the Enterprise Glossary can be organized in Folders via a Directory that is displayed in the Sidepanel.

  • Go to the side panel and right click the Enterprise Glossary folder.

  • Select “Add to Folder > New Folder“ and create a new folder beneath 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 display them either in an iFrame within Enterprise Glossary or in a new tab.

SAP integration

By integrating your SAP systems, Enterprise Glossary enables you to build a library of your SAP BW, BO, SAC and HANA metadata. This allows you to document, analyze, and catalog your BI elements in a transparent and accessible way. Everyone who works on or with your BI will have the same understanding of the existing queries, reports, key figures, characteristics, variables and other BI elements.

TERMS

SAP Entities: Glossary entries, each of which describes an SAP object such as a BW Query or SAC Story. SAP Entities are created by the Enterprise Glossary when a connected SAP system is synchronised.
SAP Templates: SAP Entity types, such as BW Queries or SAC Stories, have their own Template that determines the layout of the information presented. The layout can be customised and Custom Fields can be added. SAP Templates are shipped with the application.
SAP Fields: SAP Fields represent some of the information that makes up an SAP Entity, for example the description or the . The value of the SAP Field is filled by the synchronization with the SAP system.

BASIC FUNCTIONS

ANALYSIS FUNCTIONS

CUSTOMIZATION

Want to change the layout of the information displayed? Want to add your own Fields to an SAP Entity? Do you want to reduce the amount of information displayed or rename a Field to a more common term? You can do all this by customizing the SAP Templates used to display SAP Entities.

Custom Content

The creation of Custom Entities allows you to include any element into your Enterprise Glossary. For example, you may want to include information about your projects, your organization, or even technical content that is not supported for synchronization.

Custom Entities: Glossary entries that can describe any element that the user intents to describe. Custom Entities are created by the user.
Custom Templates: SAP Entity types, such as BW Queries or SAC Stories, have their own Template that determines the layout of the information presented. The layout can be customised and Custom Fields can be added. SAP Templates are shipped with the application.
Custom Fields: SAP Fields represent some of the information that makes up an SAP Entity, for example the description or the . The value of the SAP Field is filled by the synchronization with the SAP system.

Excel Interface

You can import information from excel files, using the Excel Interface. Custom Entities can also be exported as an Excel file. You can use this to import existing documentation to your Enterprise Glossary. Entities can also be updated from an Excel file. For SAP Entities, only Custom Fields can be filled with information from an Excel.

Search

The Enterprise Glossary allows you to search its Entities with great precision and control. You can perform either a simple search of Entity titles or a advanced search of Entity content. The advanced search also allows you to search in specific Fields.

Abbreviations

You can maintain the meanings of abbreviations so that they are displayed to users in texts. Abbreviations can be assigned several meanings. Abbreviations with a highlighted meaning are underlined in the text. The meanings are displayed in a tooltip when the mouse is placed over the highlighted abbreviation.

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