User flow for glossary management

note

Meta Hub is an Early Access release. Refer to the Early Access disclaimer for details.

Overview

The glossary management process in Meta Hub enables users to create, publish, and endorse business glossaries, maintaining consistent terminology across the organization. A glossary defines standardized business terms, their meanings, and related context to support data governance and collaboration.

User Roles

There are three primary roles in Meta Hub that define what actions a user can perform:

• Meta Admin: Has full control over Meta Hub, including creating, publishing, deleting, and endorsing glossaries.
• Meta Steward: Similar to the Meta Admin, stewards can manage all aspects of glossary creation and governance, but cannot delete glossaries.
• Meta User: Has read-only access to view draft glossaries, glossaries, and their endorsement history.

Accessing Meta Hub

To access glossary management from the Data Hub service page, click Meta Hub in the top navigation.

Creating a Glossary

1. Click New Glossary.
2. On the New Glossary screen, enter details for the glossary title, purpose, and content fields. You can also click AI Suggest, the wand with three pluses around it, to generate content. Using AI Suggest overwrites the text in the Content box.
   • The glossary title defines the glossary.
   • The purpose explains the glossary's business context or intent.
   • The content provides a detailed description or definition text.
   • The endorsement status is set to pending by default, indicating that the glossary has not yet been approved.
3. Click Create to save the new glossary.
4. After creation, you can save, publish, preview, or delete the glossary.
   • Clicking Publish changes the glossary's status to Published.

Updating Endorsement Status

After publishing a glossary, you can update the endorsement status. To endorse a glossary:

1. Click the pencil icon next to the pending status.
2. From the Update Endorsement dropdown, select Endorsed, add a comment explaining the decision, and click Apply.
3. Once endorsed, the glossary's status updates to Endorsed, displaying:
   • endorsement date
   • the user who performed the endorsement
   • endorsement comment

This endorsement flow ensures accountability and transparency in the approval and maintenance of glossary terms within Meta Hub. You can view the endorsement changes in the History view.

Attaching a Glossary in DataHub

In DataHub, you can attach a glossary in Models and Quarantine. The glossary association feature is accessed through the glossary association button which is the menu button with the magnifying glass. To attach a glossary to a model in DataHub:

1. Click the Boomi Enterprise Platform menu to access the Boomi products.
2. Click DataHub > Models > click the appropriate model.
3. Click any option under Configure Model > click the glossary association button > Attach Glossary > click Attach on the appropriate glossary.

After the glossary is attached to a model, you can access three tabs: Glossary, Details, and Associations. The Glossary tab contains the glossary text. The Details tab contains information on the purpose, the latest user to update the glossary, creation date, and the user who created the glossary. The Associations tab contains all glossary associations with information on the association accessed through the dropdown. The steps to associate a glossary in the Models screen are similar for the Quarantine screen. To attach a glossary to a model in the Quarantine screen:

1. Click the Boomi Enterprise Platform menu to access the Boomi products.
2. Click DataHub > Stewardship > Quarantine.
3. Click the glossary association button > Attach Glossary > click Attach on the appropriate glossary.