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Knowledge base

Created Dec 6, 2024

105 members

36 discussions

Collibra’s Knowledge Base is a centralized hub for users to find clear, structured guidance on using the platform. It includes how-to articles, best practices, troubleshooting tips, and in-depth documentation to help teams manage data, workflows, and governance effectively. Whether you're just getting started or deep into implementation, it's your go-to resource for making the most of Collibra.

Knowledge base
Domain structure best practices

Domain 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. Impact Following these best practices will support platform adoption by improving: Platform usability. Clarity of governance responsibilities. Ease of system. Best practice recommendations Domains are collections of assets with similar characteristics, attributes or similar responsibilities or roles. When deciding how to group assets into domains, think about which assets will be acted on similarly within the system. For example, assets that have the same governance process or are assigned similar responsibilities. Since assets can only be a member of a single domain, you may run into situations where it is hard to decide between 2 or more possible domain assignments. For example, an asset that might have stewards in a geographically defined domain, such as the North America Group, and a business-function-defined domain, like Finance. In these cases, you should choose the domain of the ultimate “owner” of the asset. These decisions will sometimes drive the need to create new communities or even shared communities. For more information, go to the Community structure best practice article. Only create domains when you have a set of assets which will belong to them. Empty domains can cause clutter and confuse your users. Domain names must be unique within a single community but can be duplicated across communities. However, it is best to name each domain uniquely. For instance, instead of having a Glossary domain within multiple communities, give them specific names such as Finance Glossary and Marketing Glossary. Add a description to your domain. It is a best practice to provide a clear and useful description for users who may not otherwise be familiar with the content. While all domains are visible to everyone by default, it is possible to hide domains from view based on users or groups. However, it is a best practice to use this feature sparingly and only where it is clearly required. For example, a domain of sensitive reference data, like salary scales should have restricted visibility. While enabling automatic hyperlinking is not recommended, when using it, it is necessary not only to enable the system-level automatic hyperlinking but also specifically for the domains whose assets you want to be hyperlinked. This should be applied judiciously to smaller, business asset domains rather than broadly to avoid performance issues since the links are dynamically maintained. Validation criteria The Operating Model Diagnostic workflow, which is available from your Customer Success representative, will help identify empty domains and domains without descriptions, as well as domains without stewards and domains where automatic hyperlinking is enabled. The Operating Model Reverse Engineering , OMRE, available in Marketplace, can make it easier to find duplicate-named domains across communities. Additional information For more information, go to the following resources: See the Collibra Documentation Center for more information on any of the above elements. You can run the OMRE to help identify the existence of duplicate domain names across communities. Domain structure and community structure work together so our Community structure best practice is another useful resource.
collibra_data_citizensPosted 1 year ago • Last reply 1 month ago
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Knowledge base
Data Citizens Digest | October 2025
Hello Data Citizens, Welcome to this very exciting issue of the Data Citizens Digest. This month, we focus on the latest news from our October Product Premiere , plus other updates you won’t want to miss. We’re thrilled to announce a set of new features that push the boundaries of automation: Unstructured AI (Deasy Labs) : Transform scattered files into structured, governed and searchable metadata—enabling smart discovery, automated taxonomy creation and high-accuracy enterprise search for AI and AI applications at scale Semantic model generation and mapping agents : Bridge the gap between your data and business context with our new AI-powered agents to automatically generate and map your semantic layer AI model and agents registry : Gain unprecedented control and eliminate blind spots with Collibra’s AI Model and Agent Registries Data Quality & Observability (Cloud) : Extend data quality coverage to more data sources with pullup support Technical lineage diagrams : Reduce the time spent understanding data flows and resolving data issues with a new user interface for technical lineage diagrams Model context protocol server : Accelerate AI innovation by enabling copilots and agents to access governed metadata and business context from the Collibra Platform Remember: These are just a few highlights from our October Product Premier. Check out the release notes for all the details and make sure you join us for Data Citizens on the Road or our Product Premiere webinar to see these enhancements in action. Collibra Preview (Beta) program Help us build better features — visit the Preview Portal to join one or more testing opportunities: Microsoft Teams integration : With Collibra's new two-way Microsoft Teams integration, you can transform data governance into a seamless part of your workflow by acting on alerts, replying to comments and sharing trusted data, all without leaving your workspace. Join our Private Preview to test out our Microsoft Teams integration and be one of the first to experience this new capability Derived relations : Unlock a deeper understanding of your data with Derived Relations, a powerful new capability that exposes the critical, multi-hop connections or indirect relationships between assets that were previously hidden. Test out this new feature in our Private Preview New page editor : Improve user experiences with a new Homepage and page editor. Quickly tailor pages for your organizational needs. Test out this new feature in our Private Preview Data contracts : This new functionality helps you centralize contracts and gain transparency through a dedicated Contract Manifest Tab. Learn about the Preview here Microsoft Fabric and Qlick Cloud integrations : Get early access to these new integrations together with detailed documentation explaining the whole process of ingesting assets to Collibra Catalog, end to end. Learn more here Data Quality & Observability pull up support : If you are a Collibra Data Quality user, contact your Account Manager to enroll in the exclusive Data Quality Early Adopters program and try out the newest features As a participant, you’ll join live sessions with our product managers, complete test scenarios to explore new features, and share your feedback through tickets and surveys — the most engaged participants will be eligible to earn some great Collibra swag. New Customer Story: ASN Bank Facing compliance challenges like BCBS 239 due to legacy systems and manual, spreadsheet-based processes, ASN Bank implemented Collibra's unified platform to build a new, transparent foundation for data governance. As a result, the bank can now confidently demonstrate compliance to regulators by instantly tracing data lineage for risk reports and providing a clear, auditable view of data ownership, quality and usage. Are you looking for a community? Lucky for you, we have Data Citizen® User Groups here at Collibra. User groups are virtual, customer-led meetups where data professionals connect, share insights and solve real-world challenges together. User groups include: Industry-specific groups : Financial Services, State and Local, Utilities, Higher Education and more Regional groups : EMEA, Canada, APAC (and growing) Topic-based group : AI governance Join a user group today Check out our 17+ user groups New Collibra University courses Data deserves your attention. Popularity scores direct it Ever had so much work you didn’t know where to start? We can’t help you decide whether to do laundry or dishes first, but Collibra’s Popularity Scores can direct your attention at work. Check out how three colleagues use this feature to complete their tasks Create a workflow from scratch in Workflow Designer, part 3 (Latest UI) Convert manual business processes into automated workflows to save time and resources. Why it matters : Data Stewards and Data Owners waste valuable time manually completing data maintenance tasks. Workflows help organizations automate the most tedious aspects of governing their metadata. We’ll cover one of the most valuable automation tools in the developers toolbox: script tasks Other Education / Services news We have updated our Data Steward Certification exam. Learn more and prove your expertise. We’re proud to share that Collibra has been recognized as a Leader in The Forrester Wave™: Data Governance Solutions, Q3 2025, and also a Strong Performer in The Forrester Wave™: AI Governance Solutions, Q3 2025 . Read our blog to learn why . Ready to navigate the generative AI era with confidence? Download our workbook today to unlock insights on assessing AI literacy, implementing AI governance and building your 30-60-90 day AI literacy roadmap. Join us at Data Citizens on the Road ‘25 for a day of live demos, expert insights, peer networking and hands-on learning as we unveil Collibra’s latest innovations in unified governance for data and AI. Find out how Collibra can help your organization govern faster and smarter while reducing TCO. There’s still time to join us Check out the locations and register today Collibra Product Premiere Can’t make it to Data Citizens on the Road? Well, don’t miss the virtual Product Premiere on October 30 for a closer look at everything new and exciting in this month’s release.
Community_Alex JorgensonPosted 2 months ago
0
Knowledge base
Blog | Why AI Literacy isn’t optional anymore and what to do about it
As AI spans across every aspect of business, organizations can’t afford to treat AI literacy as a “nice to have.” Here’s why it’s now a strategic advantage as well as a regulatory requirement. The quiet gap no one wants to admit Most organizations today are racing to implement AI, from automating workflows to embedding intelligent agents into customer journeys. And yet—behind the scenes—a critical gap is quietly stalling progress: too many teams still don’t speak the language of AI. It’s not that they don’t care. It’s that AI knowledge, like AI itself, has evolved faster than most teams can keep up with. The result? Misaligned expectations, misunderstood risks, and models built in isolation. Why it’s time to take AI literacy seriously A growing number of leaders are recognizing this challenge. According to DataCamp’s 2024 State of Data and AI Literacy Report , 62% of executives acknowledge a skill gap , yet fewer than a quarter have implemented organization-wide training initiatives. This is no longer just a talent development issue—it’s a governance and performance issue. In fact, Gartner predicts that by 2027, organizations that prioritize AI literacy at the executive level will outperform their peers financially by 20%. That’s a striking reminder: understanding AI isn’t just for data scientists. It’s for decision-makers, risk managers, marketers, and product teams alike — it is for everyone . Read more about it here.
Community_Alex JorgensonPosted 2 months ago
0
Knowledge base
Why technical transparency matters in communities
When people think of an online technical community, they often picture a forum for asking questions, browsing documentation or troubleshooting specific issues. But in practice, a well-run community is more than a Q&A space—it’s part of the operational ecosystem. It works because members exchange information openly, validate each other’s findings and share solutions based on real-world experience. The Collibra Community , for example, has over 11,000+ members who contribute by learning best practices, sharing insights and offering implementation guidance. The key enabler here is technical transparency . What we mean by technical transparency In a community context, technical transparency means clearly explaining how something works—including known limitations or current defects—and providing enough detail for others to understand the reasoning or constraints behind decisions. It’s not about having the perfect answers; it’s about exposing the process so others can learn and build on it. In a world of open ecosystems, rapid innovation and peer-to-peer support, technical transparency isn’t just nice to have–it’s essential. It’s what enables members to collaborate effectively and keep pace with change. Why communities depend on transparency A product-centric community does more than provide support—it becomes part of the development and operational feedback loop. Transparency shapes how information flows, how people approach problem solving and how they engage with one another. Here are three practical reasons that a transparent approach matters: 1. Trust and credibility When a company acknowledges limitations, shares roadmap context or discusses open issues plainly, it signals respect for users’ time and expertise. Over time, this candor builds a reliable technical history the community can reference. 2. Faster learning Well-documented answers and example implementations help others avoid repeating the same work. This accelerates onboarding and reduces the number of unresolved threads or duplicated troubleshooting efforts. 3. Better collaboration Building on incomplete or inconsistent information slows integration work. When members understand why a system behaves a certain way—not just what it does—they can design extensions and modifications that align more closely with underlying architecture and constraints. How we practice transparency in the Collibra Community At Collibra, transparency isn’t just a buzzword–it’s how we operate. Here’s what it looks like in the Collibra Community : Open Knowledge Base and solution threads Whether it’s troubleshooting a bug or explaining a design decision, we keep discussions and Knowledge Base articles accessible and searchable for everyone. Honest replies about limitations or workarounds Sometimes the answer isn’t perfect–and that’s okay. We aim to be honest about what’s possible today and what’s coming soon. Participation from Product, Engineering and Support Community is a team sport. We bring our internal experts into the conversation so users get answers straight from the source. Transparency builds trust. Trust builds community. When we’re open about how our products work and where they’re headed, we’re not just solving support tickets–we’re building something bigger. A community where everyone feels heard, informed and empowered to contribute. If you’re a data professional, customer or partner who wants to connect, join us in the Collibra Community . Dive into discussion threads, share your insights, ask questions and help shape the future of data intelligence–together.
Community_Alex JorgensonPosted 2 months ago
0
Knowledge base
September | Data Citizens Digest
Hello Data Citizens, Welcome to this issue of the Data Citizens Digest. This month, we focus on the news from our latest release , plus other updates you won’t want to miss. Check it out! Data Quality & Observability We optimized the performance of the Quality tab, resulting in faster load times You can now browse your data by connection using the data source explorer on the Monitoring Overview page. The first connection is expanded by default, while others remain collapsed until selected On the Monitoring Overview page, the name of the connection you are using is now hyperlinked to the Connections page. Additionally, the technical breadcrumb starts with the name of the connection instead of "Data sources" You can now cancel all queued or running jobs directly from the Monitoring Overview page. This helps prevent overloading your Edge site, especially when too many jobs are created via quick monitoring When you create a job with back runs, the back runs are now referenced in the job summary on the “Review” step of the job creation process Asset management Line breaks are now respected in asset table views for both rich text and plain text You can now filter on multiple column headings in asset tables and relation tables, helping you refine your search results with more flexibility Asset pages now load faster because the number of people shown in the responsibilities in the "At a Glance" sidebar is limited to 10 Dashboards You can now hide the padding and border of the Dashboard Search widget, improving the visual display and alignment of your Dashboard widgets We improved the accessibility of the Collibra Platform for screen readers Diagrams The diagram legend is now sorted alphabetically In the context menu for a diagram's node, the "Start Here" options now include external link icons that indicate they will open in a new browser tab You can now search diagrams for text that is hidden due to long names or maximum text length Be sure to check the release notes for additional updates and details. Collibra Preview Program Your feedback helps us build better features. Visit the Preview Portal to join the testers community and connect with the Collibra Product team. Opportunities are available for both our current and upcoming programs. Apply now. Semantic Model Generation (private preview) Unified Data Quality & Observability: Custom Rules (private preview - early adopters program) Control Tower (private preview) New Page Editor and Homepage (private preview) Data Contract (private preview) Microsoft Fabric integration (private preview) Keep an eye on these key EOLs, updates and reminders — they may require your action. Reminders (announced in prior editions) • End of life for CLI lineage harvester: July 31, 2026. Learn more about technical lineage via Edge here • End of life for custom technical lineage single-file definition: July 31, 2026. Learn more about custom technical lineage here Adoption corner New to the adoption corner: A gamification playbook to promote faster learning and better retention. The playbook includes templates and promotional content for you to implement a gamification program to foster quicker adoption of Collibra New Collibra University courses Catalog ingestion: Bring your data into Collibra (Latest UI) Collibra Catalog is the place to easily find and understand data across all of your data sources, applications, BI and data science tools. But before Data Citizens can do that, you need to ingest assets from your sources. This course will show you how to ingest metadata and organize the new assets in Collibra Create a workflow from scratch in Workflow Designer, part 1 (Latest UI) Converting manual business processes to automated workflows will save you time and resources. Why it matters: Data stewards and data owners waste valuable time manually completing data maintenance tasks. Workflows help organizations automate the most tedious aspects of governing their metadata Create a workflow from scratch in Workflow Designer, part 2 (Latest UI) Converting manual business processes to automated workflows will save you time and resources. Continue from part 1 of this series where we focus on user tasks, forms and exclusive gateways Create a workflow from scratch in Workflow Designer, part 3 (Latest UI) Convert manual business processes into automated workflows to save time and resources.Why it matters: Data Stewards and Data Owners waste valuable time manually completing data maintenance tasks. Workflows help organizations automate the most tedious aspects of governing their metadata. We’ll cover one of the most valuable automation tools in the developers toolbox: script tasks Configure AI Copilot for your data consumers (Latest UI) Strong collaboration relies on trust — a fact that’s doubly true when you’re collaborating with a robot. But how can you trust artificial intelligence? Understanding how it works is one good way. Setting its scope is an even better option. Luckily, this course will help you do both. Data Citizens on the Road Join us at Data Citizens on the Road ‘25 for a day of live demos, expert insights, peer networking, and hands-on learning as we unveil Collibra’s latest innovations in unified governance for data and AI. Find out how Collibra can help your organization govern faster and smarter while reducing TCO. → Check out the locations and register today!
Community_Alex JorgensonPosted 2 months ago
0
Knowledge base
“Get AI Right from the Start” series
In Episode 5 of the “Get AI Right from the Start” series, Wouter Mertens explores why AI risk must be addressed early—not after models are built. Learn how a simple AI risk review helps avoid delays, compliance issues, and trust failures. Discover how Collibra enables proactive risk tracking, accountability, and auditable documentation from day one. Watch the video here
Community_Alex JorgensonPosted 2 months ago
0
Knowledge base
Blog | Why your agency needs smarter document management: The power of classification and tagging
Federal agencies are flooded with data. A staggering 80-90% of this data is unstructured, consisting of documents, emails, presentations and reports that pile up faster than they can be managed. Most of it is unlabeled, unorganized, and hard to find when you or your colleagues need them. This flood of unstructured data creates risks: compliance headaches, security vulnerabilities and missed opportunities to use information to serve the public. Agencies don’t need more storage. They need smarter and more secure content management powered by classification and tagging. By automatically classifying content and tagging sensitive information, agencies can transform data chaos into clarity, improve compliance and accelerate decision-making. Drowning in documents? Collibra can help. The challenge: Unstructured data overload in government - read more about it here in our Collibra Blog
Community_Alex JorgensonPosted 2 months ago • Last reply 2 months ago
1
Knowledge base
ASN Bank builds better compliance with Collibra
A primary interest for any bank is to constantly improve the protection and management of customer and business (risk) data. This is even more important when governments and financial authorities increasingly scrutinize banks for compliance with data-related standards and regulations. ASN Bank (previously: De Volksbank), the fourth-largest bank in the Netherlands, rose to meet these standards by using Collibra’s unified platform, which simplifies and increases the transparency of compliance and data management. Read more about how ASN Bank is meeting the compliance challenge
Community_Alex JorgensonPosted 2 months ago
0
Knowledge base
Blog | 5 reasons your team needs you at Data Citizens on the Road 2025
Is your team facing the tragic impact of outdated data processes? We get it. The relentless struggle with fragmented data, manual governance and slow time-to-insight can be a silent killer of productivity and innovation. But imagine a solution. That’s what Data Citizens on the Road is about. This isn’t a conference; it's a strategic investment in solving your most critical data challenges. Here's a business-focused breakdown of why your boss should approve your attendance. 1. Transform data anomalies into actionable insights Finding out about data issues after they've already impacted the business is a tragic reality for many organizations. This leads to poor business decisions, inaccurate AI outputs and greater regulatory compliance risk. Poor data quality is a silent killer, costing organizations time and money. At Data Citizens on the Road, you will learn how to find data issues before they become business issues by using automated profiling, rule creation and monitoring. You'll see how Collibra transforms data anomalies into actionable insights with a complete platform that unifies quality, lineage and governance, giving you the context needed to prioritize your response based on policy and business impact. Read more here.
Community_Alex JorgensonPosted 2 months ago
0
Knowledge base
Workflow best practices

Design for workflow modularity and reuse whenever functionally and technically possible. Impact Shorten development and decrease complexity of individual workflows. Promote a more unified approach to business process governance in Collibra. Avoid re-work, unnecessary complexity, and excessive workflows executing on obsolete or over-abundant workflow definitions. Improve user experience and usability of forms in workflows. Recommended action A Workflow, such as "Voting Sub Process", is an examples of out-of-the-box workflows that can be called by other workflows to achieve reusability, modularity, simplification and shortening of the calling workflow. Master workflow diagrams should visually include all called sub-workflows to provide an overall picture of the entire process flow. Each sub-workflow should focus on a single, simple sub-process or function. Topic area Execution and Monitoring (Workflows) Validation Criteria Determine if individual workflows can be modularized by functionalities. Ensure the workflow diagrams are visually easy to understand. Review the workflow process definintion. Additional information For more information, go to the following resources (requires Collibra login): Workflow documentation Import API documentation
collibra_data_citizensPosted 1 year ago • Last reply 4 months ago
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