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Running workflow instances best practices

RecommendationLimit the number of workflow instances with actively assigned user tasks.ImpactImproved performance of system and particularly user screen navigation performance experience.Avoids heavy utilization of system resources.Avoids or reduces performance clogged by incomplete tasks aging over

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Domain structure best practices

RecommendationDomain structure is a critical aspect of a well-designed operating model. The recommendations here will help you design your domain structure to achieve these objectives.ImpactFollowing these best practices will support platform adoption by improving:Platform usability.Clarity of gover

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Number of custom asset types and statuses best practices

RecommendationLimit the number of custom asset types and statuses to optimize both operating model maintenance and user experience.ImpactUse out-of-the-box (OOTB) asset types as much as possible to ensure maximum compatibility with future product features. Custom asset types should be used to meet y

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Logging best practices

RecommendationCollibra maintains a 30-day archive of log files by default, but in special circumstances CollibraSupport can temporarily extend this period.ImpactComply with industry-specific log retention requirements.Keep your environment performant, to avoid potential risk such as:Issues with rest

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Benchmarks for performance optimization

RecommendationBy setting and observing benchmark maximums for key model elements, you can improve your user experience in areas such as navigation and readability, as well as avoid overtaxing your system resources.ImpactFollow these recommendations to maximize the scalability and adoption of your im

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Customizing asset types best practices

RecommendationCollibra Data Intelligence Platform offers you the flexibility to create new asset types and redefine relationship behaviors to suit your organization's needs. This is particularly helpful when the existing out-of-the-box (OOTB) model does not meet you requirements. However, exist

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Global and resource role best practices

RecommendationStart by understanding the permissions model:Responsibilities are used to assign a resource role to one or more users and/or user groups. Based on their responsibilities, users can act on the permissions conveyed to them via the resource role.ImpactChanges in permissions on global role

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View design best practices

Applies to: Design considerations for Domain View-creationRecommendationFollow the view design best practice recommendations below to enhance system performance and user experience.ImpactAreas to focus onBenefitsNumber of columns in a view.Number of filters in a view.Number of assets in a view.Multi

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Workflow bulk operations best practices

RecommendationWhen performing bulk operations in a workflow, design for the expected asset count to be processed.ImpactLong running workflows that operate in bulk can have performance implications that affect a variety of other processes and user activity in Collibra.Can lead to high CPU consumption

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Relation types best practices

RecommendationBreak down relation types into simple components, rather than using complex relation types.ImpactComplex relations can impact both performance and usability.Performance:Complex relations generate higher workloads and may impact overall Collibra performance.Complex relations can increas

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Data import via API best practices

RecommendationThe Import API allows you to add, update or remove data, though not typically metadata, from your Collibra environment. The import API determines how to process each resource based on the content of the input file and the selected API method and parameters.ImpactEnsures that your impor

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Operating model migration best practices

RecommendationThe operating model migration process is used when promoting changes to the operating model from Dev or Test (source) environments to Production (target). Content changes in the source environment are not typically migrated to Production, where actual content will be added after the op

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Traceability diagrams best practices

RecommendationLeverage diagram design best practices to enhance readability of diagrams and avoid unnecessary complexity and rendering times.ImpactDiagram rendering is faster.Improved readability for better user experience and utility.Best practice recommendationsUse the end-to-end Traverse option i

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Users and groups best practices

RecommendationStart by understanding the permissions model:Responsibilities are used to assign a resource role to one or more users or user groups. Users can act on the permissions given to them via the resource role, based on their responsibilities.ImpactImproves user experience.Improves overall su

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Organizational concepts best practices

Applies to: Attributes, Relations, Complex Relations and Asset types and StatusesRecommendationAfter creating an attribute type, relation type or status, ensure that you assign it to an asset type or complex relation type.For relation types, ensure that you assign the relationship type on both sides

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Dashboard design best practices

RecommendationImprove navigation and visualization within your Collibra environment by using dashboards as your landing page. Dashboards provide out-of-the-box widgets to customize your pages.ImpactBoost usage and adoption across diverse user communities by improving the user experience. Dashboards

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Assignment best practices

RecommendationCollibra Data Intelligence Platform comes with a very wide range of out-of-the-box assignable features, which allow tremendous flexibility and power in your model. Judicious assignment of these features will improve the end-user experience and enhance adoption.ImpactEliminate noise fro

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Data export best practices

RecommendationThe following methods are the main ways to export data from Collibra Data Intelligence Platform:Core REST API.Output Module.Reporting Insights API.Exporting functionality in the Collibra UI.Choose the method that best supports your use case to ensure the best performance and user exper

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Workflow best practices

RecommendationDesign for workflow modularity and reuse whenever functionally and technically possible.ImpactShorten development and decrease complexity of individual workflows.Promote a more unified approach to business process governance in Collibra.Avoid re-work, unnecessary complexity, and excess

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Community structure best practices

RecommendationManage the complexity of your Community structure.Align community structure with your ownership model.ImpactEasier to assign and manage governance tasks.Supports compliance with regulations which require clear ownership of the data, such as GDPR.Reduces time on ownership management.Sim

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