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Overview of Lineage Models

Lineage Models provide for the specification of how data flows from databases, applications to users, for reports, in support of business activities and functions, and the enablement of enterprise capabilities.

Licensing

The availability of different collection types, including Lineage Models and customer-defined types, is determined by what you have licensed and configured. The TopQuadrant website describes the TopBraid products and the  data governance packages that determine which collection types are available.

Lineage Models Home

Selecting the Lineage Models link in the left-navigation pane of TopBraid EDG (Home) lists all of the Lineage Model collections currently accessible to the user and, it allows authorized users to create new ones.

Create New Lineage Model

The Lineage Models > Create New Lineage Model link opens a form with fields used to define the new Lineage Model. Note that you can also create a Lineage Model by using a Create link in the Governance Areas page. 

Nobody will have a link for creating any asset collection until an administrator configures EDG's persistence technology as documented in EDG Administration: Configuring the application data storage . Additionally, each user will not have a create link unless the user or their role has a Create permission for the EDG Repositories project as documented in  EDG Permission Group Management: Configure Permissions .

Note: Required and Permitted Includes

Collections often have natural relationships to other collections, e.g., a Reference Dataset references an Ontology class as its main entity. In order to do this, collection with resources to be referenced needs to be included. Some inclusions might be required while others might merely be permitted. For example, Taxonomies always include SKOS ontology and can include other taxonomies. A Reference Dataset is always required to include at least one Ontology as it is needed to define the entities in the dataset. Glossaries with always include pre-defined EDG ontology that describes business glossary terms. Catalogs of Data Assets will always include pre-defined EDG ontology describing data assets and are expected to include definitions of relevant physical Datatypes. These requirements can be further configured.

When creating a collection, any required reference to another type of collection will either be handled automatically or be presented for selection. If any required inclusion is omitted at its creation, then the resulting collection will show red warnings about the missing relationship(s). After creation, included collections can be changed using utilities view: Settings > Includes. When changing collection's includes, selection options are restricted to required and permitted types.

Creation Form

The Create dialog box asks for the Lineage Model's Label (name), its Default namespace and, optionally, a Description. The default namespace will be used to construct URIs (unique identifiers) for the resources in the Lineage Model. EDG will automatically pre-populate the default namespace based on the system-wide, configurable settings. Creator can change it. Recommended practice for all collection types is to use a '/' (slash) at the end of the default namespace. For ontologies, it is typical to use '#' (pound sign). However, '/' can be used as well. 

Creator is automatically granted Manager's permission for the new Lineage Model. When Lineage Model creation starts from the Governance Areas page, new Lineage Model is automatically associated with the selected area. When Lineage Model creation starts from the Lineage Models home page, new Lineage Model is not connected to any governance area. To change this after creation, update in utilities: Settings > Metadata > Edit > subject area

Create New Lineage Model

This creates a new Lineage Model with yourself as the manager.

Data/Technical/Enterprise Assets Models to include: These asset models provide the contents of the information flows.

Listing of Lineage Models by Manage, Edit, or View

This home view lists all Lineage Models that you can access in some way. Which ones you can see and what you can do with them depend on each Lineage Model's permissions settings for your user identity or security role. The listing groups the Lineage Models according to your assigned permissions as either a manager, an editor, or a viewer:

  • Lineage Models that you manage
  • Lineage Models that you can edit
  • Lineage Models that you can view

You will only see relevant categories. For example, if you do not have manager permissions to any Lineage Models, you will only see "Lineage Models that you can edit" and "Lineage Models that you can view" groupings.

This page provides a focused, permission level oriented view on Lineage Models. To see a view of all asset collections, irrespective of their type, that you have a governance role for click on your User Name in the upper right conner of the page.

If a Lineage Model is either missing or it is lacking expected features in your views, you or your security role(s) may lack proper permissions for the Lineage Model. A manager of the Lineage Model can give you the needed permissions via its Lineage Model Utilities > User Roles settings. For background information, see Asset Collection Permissions: Viewer, Editor, and Manager.

Another possible cause of a missing feature is that it requires administrative setup to become active. See EDG Administration for relevant within-application settings and/or see other EDG Administrator Guide documents for relevant external installation and integration setup.

A Lineage Model's Operations and Viewer/Editor Views

Each Lineage Model has two main views:

  1. utilities, from the name link, provides groups of collection-level functions, and
  2. viewer/editor (depending on user permissions), from the View/Edit link, provides direct access to the Lineage Model content items (e.g., instances, properties, classes, etc.).

These views are documented in the corresponding Lineage Model Operations and Lineage Model View or Edit pages.

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