Portal and Desktop overview
Dataedo Portal
Dataedo Portal is a browser-based application designed to empower data analysts, business users, and everyone working with data in an organization. It is designed as a versatile application that lets efficiently build and maintain the data catalog of your organization, and enables easy day-to-day interactions with said catalog for all users. The Portal features a user-friendly interface for browsing cataloged metadata and includes interactive elements that promote collaboration. It also features a wide array of data governance tools, helping you keep track of the quality and classification of your data.
Dataedo Portal overview
Portal overview
Target Audience
Geared towards data analysts, business users, and data stewards.
Core Functions
Offers complex data governance and data cataloging features. Provides an intuitive way of interacting with the cataloged data.
Key Features
Ability to import your metadata directly from a data source.- Wide data cataloging toolset: rich text descriptions, Custom Fields, custom Domains and Glossaries.
- Dynamic diagrams and visualizations for understanding relationships and data flow.
- Focused on exploring the existing cataloged data.
- Complex data governance toolkit: Data Quality, Data Lineage, Data Profiling, Data Classification, and more
Dataedo Desktop
Dataedo Desktop is supplementary, Windows-based application that offers additional support for maintaining your data catalog. It is geared towards users seeking a more efficient way to carry out bulk updates, creating lookups, or seeking more control over data profiling. The remaining Desktop functionalities are gradually transferred to Portal, so we can provide our users with a seamless experience.
Dataedo desktop overview
Desktop overview
Target Audience
Data stewards and data architects.
Core Functions
Bulk documentation updates and data profiling.
Key Features
- More powerful and flexible data profiling tools.
- Bulk updates and advanced editing capabilities.
Feature comparison
| Feature | Dataedo Portal | Dataedo Desktop |
|---|---|---|
| Purpose | Primary interface for building and maintaining the data catalog, documentation, and day-to-day data interactions | Supplementary Windows application for bulk actions, exports, and operations not yet available in Portal |
| Target Users | Data stewards, architects, data analysts, business users, and anyone working with data | Data stewards needing bulk updates or Desktop-exclusive features |
| Metadata | ||
| Data Catalog | Viewing and editing descriptions | Viewing only |
| Domains and Areas | Defining and viewing | Viewing |
| Workflows for manual documentation | Defining and using | Not available |
| ERD Diagrams | Dynamic diagrams, viewing manual diagrams (read-only) | Creating and editing manual diagrams |
| Data Lineage | Viewing and editing Data Lineage diagrams and process diagrams | Not available |
| Data Quality | Viewing, defining, and adding rules, setting up rule checks, viewing results | Not available |
| Glossary | Creating, editing, and viewing | Viewing |
| Schema Change Tracking | Browsing and commenting | Browsing and commenting |
| Data Classification | Manual or automatic assignment of Data Classification, viewing results | Not available |
| Data Profiling | Viewing | Configuring, scheduling, and viewing |
| Data Lineage | Viewing and editing Data Lineage diagrams and process diagrams | Not available |
| Reference Data | Viewing and using existing lookups | Defining new lookups, viewing and using existing ones |
| Features | ||
| Editing | Descriptions, Domains & Areas, Glossaries, Classifications | Bulk updates via bulk column editor |
| Steward Hub | Viewing, editing, and performing suggested tasks and objects requiring your attention | Not available |
| Search | ||
| Community | ||
| Adding and Scanning Sources | Most data sources | All data sources, including those not yet available in Portal |
| Exporting Documentation | Excel export | HTML |
| Administration | ||
| Defining Custom Fields | ||
| Authentication | Okta/SAML, Windows, OAuth, E-mail (one-time code), Active Directory | Windows, Active Directory |
