Repository: atlas Updated Branches: refs/heads/master 541c11020 -> d218fb4f2
ATLAS-2698: Documentation for Glossary feature Change-Id: Idc6d1dd1eb57defceec44eb076b9a1fa4af094e5 Project: http://git-wip-us.apache.org/repos/asf/atlas/repo Commit: http://git-wip-us.apache.org/repos/asf/atlas/commit/d218fb4f Tree: http://git-wip-us.apache.org/repos/asf/atlas/tree/d218fb4f Diff: http://git-wip-us.apache.org/repos/asf/atlas/diff/d218fb4f Branch: refs/heads/master Commit: d218fb4f2fe1551f8f9eb5fba69e38e0d25b10dc Parents: 541c110 Author: apoorvnaik <[email protected]> Authored: Mon May 14 13:47:30 2018 -0700 Committer: apoorvnaik <[email protected]> Committed: Mon May 21 18:32:45 2018 -0700 ---------------------------------------------------------------------- docs/pom.xml | 5 + docs/src/site/markdown/Glossary.md | 397 +++++++++++++++++++ .../images/markdown/category_add_term.png | Bin 0 -> 116801 bytes .../images/markdown/category_add_term_1.png | Bin 0 -> 71846 bytes .../images/markdown/category_add_term_2.png | Bin 0 -> 62729 bytes .../markdown/category_details_with_terms.png | Bin 0 -> 130100 bytes .../images/markdown/category_view_1.png | Bin 0 -> 59966 bytes .../images/markdown/category_view_2.png | Bin 0 -> 72630 bytes .../markdown/category_view_category_context.png | Bin 0 -> 128708 bytes .../category_view_category_context_1.png | Bin 0 -> 136341 bytes .../markdown/category_view_glossary_context.png | Bin 0 -> 107211 bytes .../images/markdown/entity_add_term_modal.png | Bin 0 -> 50911 bytes .../markdown/entity_assigned_term_with_tag.png | Bin 0 -> 168622 bytes .../images/markdown/entity_details_add_term.png | Bin 0 -> 90585 bytes .../images/markdown/entity_search_add_term.png | Bin 0 -> 343143 bytes .../images/markdown/term_add_category.png | Bin 0 -> 60619 bytes .../markdown/term_add_classification_1.png | Bin 0 -> 61967 bytes .../markdown/term_add_classification_2.png | Bin 0 -> 88754 bytes .../images/markdown/term_delete_context.png | Bin 0 -> 164179 bytes .../resources/images/markdown/term_details.png | Bin 0 -> 271792 bytes .../term_details_with_classification.png | Bin 0 -> 600595 bytes .../images/markdown/term_related_term_1.png | Bin 0 -> 82867 bytes .../resources/images/markdown/term_search.png | Bin 0 -> 95964 bytes .../images/markdown/term_view_context.png | Bin 0 -> 113712 bytes .../markdown/term_with_classification.png | Bin 0 -> 58286 bytes .../images/markdown/terms_related_terms.png | Bin 0 -> 37079 bytes .../resources/images/markdown/terms_view.png | Bin 0 -> 90130 bytes docs/src/site/twiki/index.twiki | 1 + 28 files changed, 403 insertions(+) ---------------------------------------------------------------------- http://git-wip-us.apache.org/repos/asf/atlas/blob/d218fb4f/docs/pom.xml ---------------------------------------------------------------------- diff --git a/docs/pom.xml b/docs/pom.xml index 1a47471..7650766 100755 --- a/docs/pom.xml +++ b/docs/pom.xml @@ -78,6 +78,11 @@ </dependency> <dependency> <groupId>org.apache.maven.doxia</groupId> + <artifactId>doxia-module-markdown</artifactId> + <version>${doxia.version}</version> + </dependency> + <dependency> + <groupId>org.apache.maven.doxia</groupId> <artifactId>doxia-core</artifactId> <version>${doxia.version}</version> </dependency> http://git-wip-us.apache.org/repos/asf/atlas/blob/d218fb4f/docs/src/site/markdown/Glossary.md ---------------------------------------------------------------------- diff --git a/docs/src/site/markdown/Glossary.md b/docs/src/site/markdown/Glossary.md new file mode 100644 index 0000000..cb04787 --- /dev/null +++ b/docs/src/site/markdown/Glossary.md @@ -0,0 +1,397 @@ +<!-- + ~ Licensed to the Apache Software Foundation (ASF) under one + ~ or more contributor license agreements. See the NOTICE file + ~ distributed with this work for additional information + ~ regarding copyright ownership. The ASF licenses this file + ~ to you under the Apache License, Version 2.0 (the + ~ "License"); you may not use this file except in compliance + ~ with the License. You may obtain a copy of the License at + ~ + ~ http://www.apache.org/licenses/LICENSE-2.0 + ~ + ~ Unless required by applicable law or agreed to in writing, software + ~ distributed under the License is distributed on an "AS IS" BASIS, + ~ WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. + ~ See the License for the specific language governing permissions and + ~ limitations under the License. + --> + +# Glossary + +A Glossary provides appropriate vocabularies for business users and it allows the terms (words) to be related to each +other and categorized so that they can be understood in different contexts. These terms can be then mapped to assets +like a Database, tables, columns etc. This helps abstract the technical jargon associated with the repositories and +allows the user to discover/work with data in the vocabulary that is more familiar to them. + +###Use cases +* Ability to define rich glossary vocabularies using the natural terminology (technical terms and/or business terms). +* Ability to semantically relate the term(s) to each other. +* Ability to map assets to glossary terms(s). +* Ability to organize these terms by categories. This adds more context to the term(s). +* Allow categories to be arranged in hierarchy - to express broader and finer scopes. +* Separate management of glossary term(s) from the metadata. + +###What is a Glossary term ? + +A term is a useful word for an enterprise. For the term(s) to be useful and meaningful, they need to grouped around their +use and context. A term in Apache Atlas must have a unique qualifiedName, there can be term(s) with same name but they +cannot belong to the same glossary. Term(s) with same name can exist only across different glossaries. A term name can +contain spaces, underscores and dashes (as natural ways of referring to words) but no "." or "@", as the qualifiedName +takes the following form `term name`@`glossary qualified name`. The fully qualified name makes it easier to work with +a specific term. + +A term can only belong to single glossary and it's lifecycle is bound to the same i.e. if the Glossary is deleted then +the term gets deleted as well. A term can belong to zero or more categories, which allows scoping them into narrower or +wider contexts. A term can be assigned/linked to zero or more entities in Apache Atlas. A term can be classified using +classifications (tags) and the same classification gets applied to the entities that the term is assigned to. + +###What is a Glossary category ? + +A category is a way of organizing the term(s) so that the term's context can be enriched. A category may or may not have +contained hierarchies i.e. child category hierarchy. A category's qualifiedName is derived using it's hierarchical location +within the glossary e.g. `Category name`.`parent category qualifiedName`. This qualified name gets updated when any +hierarchical change happens, e.g. addition of a parent category, removal of parent category or change of parent category. + +### UI interactions + +Apache Atlas UI has been updated to provide user-friendly interface to work with various aspects of glossary, including: + +* create glossaries, terms and categories +* create various relationships between terms - like synonymns, antonymns, seeAlso +* organize categories in hierarchies +* assign terms to entities +* search for entities using associated terms + +Most of glossary related UI can be found under a new tab named GLOSSARY, which is present right next to existing +familiar tabs SEARCH and CLASSIFICATION. + +#### **Glossary tab** + +Apache Atlas UI provides two ways to work with a glossary - term view and category view. + +Term view allows an user to perform the following operations: + +* create, update and delete terms +* add, remove and update classifications associated with a term +* add, remove and update categorization of a term +* create various relationships between terms +* view entities associated with a term + +Category view allows an user to perform the following operations: + +* create, update and delete categories and sub-categories +* associate terms to categories + +Users can switch between term view and category view using toggle provided in GLOSSARY tab. + +<img src="images/markdown/terms_view.png" width="250" style="border:2px solid black; margin-left:50px"/> +<p/> +<img src="images/markdown/category_view_1.png" width="250" style="border:2px solid black; margin-left:50px"/> + + +##### Term context menu + +* Create a new term +Clicking on the **ellipsis (...)** next to a glossary name shows a pop-over menu that allows users to create a term in +the glossary or delete the glossary - as shown below. + +<img src="images/markdown/term_view_context.png" width="400" style="border:2px solid black; margin-left:50px"/> + + +* To delete a term +Clicking on the **ellipsis (...)** next to a term name shows a pop-over menu that allows users to delete the term - as +shown below. + +<img src="images/markdown/term_delete_context.png" width="600" style="border:2px solid black; margin-left:50px"/> + + +##### Term detail page +Various details of a term can be viewed by clicking on the term name in the glossary UI. Each tabs under the details +page provides different details of the term. + +* Entities tab shows the entities that are assigned to the selected term +* Classifications tab shows the classification(s) associated with the selected term +* Related terms tab shows the terms that are related to the selected term + +<img src="images/markdown/term_details.png" width="600" style="border:2px solid black; margin-left:50px"/> + + +##### Add classification to Term + +Clicking on **+** next to classification label to add a classification to the term. + +<img src="images/markdown/term_add_classification_1.png" width="400" style="border:2px solid black; margin-left:50px" alt="Add classification"/> +<p/> +<img src="images/markdown/term_add_classification_2.png" width="400" style="border:2px solid black; margin-left:50px" alt="Add classification - details"/> +<p/> +<img src="images/markdown/term_with_classification.png" width="400" style="border:2px solid black; margin-left:50px" alt="Classifications associated with term"/> + + +##### Create term relationship with other term +Click on "Related Terms" tab when viewing term details. Clicking on **+** will allow linking a term with the current term. + +<img src="images/markdown/terms_related_terms.png" width="600" style="border:2px solid black; margin-left:50px"/> + + +##### Categorize a term + +Click on **+** next to categories label to categorize a term. A modal dialog will be presented for choosing a category. + +<img src="images/markdown/term_add_category.png" width="500" style="border:2px solid black; margin-left:50px"/> + + +#### **Category view** + +When the toggle switch is on category, the panel will list down all glossaries along-with the category hierarchy. Here's a list of possible +interactions under this view. + +* Expanded view +<img src="images/markdown/category_view_2.png" width="250" style="border:2px solid black; margin-left:50px"/> + + +##### Category context menu + +Clicking on **ellipsis (...)** next to the category name will present a category context menu. + +* To create a new category + +<img src="images/markdown/category_view_glossary_context.png" width="600" style="border:2px solid black; margin-left:50px"/> + +* To create a sub-category or delete a category + +<img src="images/markdown/category_view_category_context_1.png" width="600" style="border:2px solid black; margin-left:50px"/> + + +##### Category detail page + +Once a category is selected, the details will be presented in the right pane. + +<img src="images/markdown/category_details_with_terms.png" width="600" style="border:2px solid black; margin-left:50px"/> + + +##### Categorize term + +Click on **+** next to the terms label to link a term under selected category. + +<img src="images/markdown/category_add_term.png" width="600" style="border:2px solid black; margin-left:50px"/> +<p/> +<img src="images/markdown/category_add_term_1.png" width="500" style="border:2px solid black; margin-left:50px"/> +<p/> +<img src="images/markdown/category_add_term_2.png" width="500" style="border:2px solid black; margin-left:50px"/> + + +#### **Term assignment flow** + +Terms can be assigned to an entity either from the results page or entity details page. + +##### Assign term + +Click on **+** under "terms" column (if associating term from search page) + +<img src="images/markdown/entity_search_add_term.png" width="" style="border:2px solid black; margin-left:50px"/> + + +Click on **+** next to "terms" label (if viewing a specific entity details) + +<img src="images/markdown/entity_details_add_term.png" width="" style="border:2px solid black; margin-left:50px"/> + + +Both the actions will present the following modal, follow prompts on screen to complete term assignment. + +<img src="images/markdown/entity_add_term_modal.png" width="500" style="border:2px solid black; margin-left:50px"/> + + +##### Propagated classification + +If a term has classification then the entity is has been assigned inherits the same. + +<img src="images/markdown/term_details_with_classification.png" width="" style="border:2px solid black; margin-left:50px"/> +<p/> +<img src="images/markdown/entity_assigned_term_with_tag.png" width="500" style="border:2px solid black; margin-left:50px"/> + + +#### **Search using a term** + +Apache Atlas basic-search API and UI have been updated to support term as a search criteria. This allows users to find +entities associated with a given term. Basic search UI now includes a new input drop-down for term based searches. + +<img src="images/markdown/term_search.png" width="250" style="border:2px solid black; margin-left:50px"/> + + +*** +#### Summary of REST interactions + +Following operations are supported by Atlas, the details of REST interface can be found [here](api/v2/index.html) + +##### JSON structure + +* Glossary +```json +{ + "guid": "2f341934-f18c-48b3-aa12-eaa0a2bfce85", + "qualifiedName": "SampleBank", + "displayName": "Banking", + "shortDescription": "Glossary of bank", + "longDescription": "Glossary of bank - long description", + "language": "English", + "usage": "N/A", + "terms": [ + { + "termGuid": "502d34f1-b85f-4ad9-9d9f-fe7020ff0acb", + "relationGuid": "6bb803e4-3af6-4924-aad6-6ad9f95ecd14", + "displayText": "A savings account" + }, { + "termGuid": "e441a540-ee55-4fc8-8eaf-4b9943d8929c", + "relationGuid": "dbc46795-76ff-4f68-9043-be0eff0bc0f3", + "displayText": "15-30 yr mortgage" + }, { + "termGuid": "998e3692-51a8-47fe-b3a0-0d9f794437eb", + "relationGuid": "0dcd31b9-a81c-4185-ad4b-9209a97c305b", + "displayText": "A checking account" + }, { + "termGuid": "c4e2b956-2589-4648-8596-240d3bea5e44", + "relationGuid": "e71c4a5d-694b-47a5-a41e-126ade857279", + "displayText": "ARM loans" + }], + "categories": [{ + "categoryGuid": "dd94859e-7453-4bc9-b634-a17fc14590f8", + "parentCategoryGuid": "e6a3df1f-5670-4f9e-84da-91f77d008ce3", + "relationGuid": "a0b7da02-1ccd-4415-bc54-3d0cdb8857e7", + "displayText": "Accounts" + }, { + "categoryGuid": "e6a3df1f-5670-4f9e-84da-91f77d008ce3", + "relationGuid": "0e84a358-a4aa-4bd3-b806-497a6962ae1d", + "displayText": "Customer" + }, { + "categoryGuid": "7f041401-de8c-443f-a3b7-7bf5a910ff6f", + "parentCategoryGuid": "e6a3df1f-5670-4f9e-84da-91f77d008ce3", + "relationGuid": "7757b031-4e25-43a8-bf77-946f7f06c67a", + "displayText": "Loans" + }] +} +``` + +* Term +```json +{ + "guid": "e441a540-ee55-4fc8-8eaf-4b9943d8929c", + "qualifiedName": "fixed_mtg@SampleBank", + "displayName": "15-30 yr mortgage", + "shortDescription": "Short description", + "longDescription": "Long description", + "examples": ["N/A"], + "abbreviation": "FMTG", + "anchor": { + "glossaryGuid": "2f341934-f18c-48b3-aa12-eaa0a2bfce85", + "relationGuid": "dbc46795-76ff-4f68-9043-be0eff0bc0f3" + }, + "categories": [{ + "categoryGuid": "7f041401-de8c-443f-a3b7-7bf5a910ff6f", + "relationGuid": "b4cddd33-7b0c-41e2-9324-afe549ec6ada", + "displayText": "Loans" + }], + "seeAlso" : [], + "synonyms" : [], + "antonyms" : [], + "replacedBy" : [], + "replacementTerms" : [], + "translationTerms" : [], + "translatedTerms" : [], + "isA" : [], + "classifies" : [], + "preferredTerms" : [], + "preferredToTerms": [ { + "termGuid" : "c4e2b956-2589-4648-8596-240d3bea5e44", + "displayText": "ARM Loans" + }] +} +``` + +* Category +```json +{ + "guid": "7f041401-de8c-443f-a3b7-7bf5a910ff6f", + "qualifiedName": "Loans.Customer@HortoniaBank", + "displayName": "Loans", + "shortDescription": "Loan categorization", + "anchor": { + "glossaryGuid": "2f341934-f18c-48b3-aa12-eaa0a2bfce85", + "relationGuid": "7757b031-4e25-43a8-bf77-946f7f06c67a" + }, + "parentCategory": { + "categoryGuid": "e6a3df1f-5670-4f9e-84da-91f77d008ce3", + "relationGuid": "8a0a8e11-0bb5-483b-b7d6-cfe0b1d55ef6" + }, + "childrenCategories" : [], + "terms": [{ + "termGuid": "e441a540-ee55-4fc8-8eaf-4b9943d8929c", + "relationGuid": "b4cddd33-7b0c-41e2-9324-afe549ec6ada", + "displayText": "15-30 yr mortgage" + }, { + "termGuid": "c4e2b956-2589-4648-8596-240d3bea5e44", + "relationGuid": "8db1e784-4f04-4eda-9a58-6c9535a95451", + "displayText": "ARM loans" + }] +} +``` + +##### CREATE operations + +1. Create a glossary +2. Create a term +3. Create a categorized term +4. Create term with relations +5. Create a category +6. Create a category with hierarchy +7. Create category and categorize term(s) +8. Assign term to entities + +**NOTE:** + +* During create operations glossary, term and category get an auto assigned GUID and qualifiedName. +* To create a category with children, the children MUST be created beforehand. +* To create a term belonging to a category, the category MUST be created beforehand. +* To create term with relations, related term(s) MUST be created beforehand. + +*** + +##### READ operations + +1. Get glossary by GUID - Gives all terms and categories (headers) belonging to the glossary. +2. Get all Glossaries - Gives all glossaries with terms and categories (headers) belonging to the respective glossary. +3. Get a term by GUID - Gives details about the term, categories it belongs to (if any) and any related term(s). +4. Get a category by GUID - Gives details about the category, category hierarchy (if any) and term(s) belonging to the category. +5. Get all terms of a given glossary - Gives all terms (with details as mentioned in #3) belonging to given glossary. +6. Get all categories of a given glossary - Gives all categories (with details as mentioned in #4) belonging to given glossary. +7. Get all terms related to given term - Gives all terms related/linked to the given term. +8. Get all categories related to a given category (parent and children) +9. Get all terms for a given category + +*** + +##### UPDATE operations + +1. Partial update of glossary +2. Partial update of term +3. Partial update of category +4. Update a given glossary +5. Update a given term +6. Update a given category + +**NOTE:** + +* Partial update only deals with the **_primitive attributes_** defined in the Glossary model file. +* GUID and qualifiedName can't be changed once assigned. Only way to this is to delete and recreate the required object. +* Anchors **can't** be removed in any updates +* Update APIs expect the JSON to be modified **in-place** after the **GET** call. Any **_missing_** attributes/relations will be **_deleted_**. +* Any update to category's hierarchy leads to a cascaded update of the hierarchy under it e.g. anchor change would affect all children, + parent change would affect the qualifiedName of self and children. + +*** +##### DELETE operations + +1. Delete glossary - Also deletes all categories and terms anchored to given glossary. This delete is **_blocked_** if any term has been **_assigned_** to an entity. +2. Delete term - Only deletes the term **_if_** it's not associated/assigned to any entity. +3. Delete category - **_Only_** deletes the given category, all children become top-level categories. +4. 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[[Search - Basic][Search: Basic]] * [[Search - Advanced][Search: Advanced]] + * [[Glossary][Glossary]] * [[security][Security]] * [[Atlas-Authentication][Authentication]] * [[Atlas-Authorization-Model][Atlas Authorization Model]]
