Bulk Upload Reference Guide > Bulk Upload Templates > Data & Technology Object Templates
  

Data & Technology Object Templates

The Data & Technology Object templates contain the main Axon components that identify the systems and data present in an organization and how the systems relate to each other. You can use the data quality objects to control and measure the quality of customer data. Download templates for Data and Technology objects from Axon to perform a bulk upload.
You can bulk upload the following types of objects:

Attribute

Download the Attribute template to bulk upload attributes to Axon. You can choose to upload a new attribute or update an existing attribute.

Upload New Items

The following table describes the fields of the Attribute template that you can use to upload new items:
Field
Type
Description
Reference Number
Optional
The unique reference ID of the attribute.
If the Reference Number column is empty, you need to remove the column mapping to the Reference Number field when you perform a bulk upload. Alternatively, you can choose to delete the Reference Number column from the template before you perform a bulk upload.
Attribute Name
Required
Name of the attribute as known in the business.
Attribute Definition
Required
Definition of the attribute.
DB Format
Optional
The format of the attribute that is expressed in the following format: <data_type>(<data_length>)
For example, to specify that the attribute is of the date data type that is 10 characters long, enter the following: DATE(10)
Note: This field is required if you provide a value list for a data set.
Key
Optional
Indicates whether the attribute is a primary key.
Business Logic
Optional
Describes the relevant business logic for the attribute.
Attribute Requirement
Optional
Indicates if the field is mandatory, optional or conditional when a new row is created.
Attribute Data Set Ref.
Optional
A unique reference identifier of the data set that contains the attribute.
Attribute Data Set Name
Optional
Name of the data set that contains the attribute.
Attribute System
Optional
Short name of the system that contains the data set and the attribute.
Glossary Ref.
Optional
A unique reference identifier of the glossary that captures the attribute name.
Glossary Name
Optional
Name of the glossary that captures the attribute name.
Parent Glossary Name
Optional
Parent of the glossary that captures the attribute in the glossary hierarchy.
The parent glossary term must exist in Axon.
Origin
Optional
The origin of the attribute.
You can select one of the following types: Created/Set Here, Sourced, Unknown, or Enterprise Catalog.
Editability
Optional
Describes whether you can edit the attribute.
You can select from the following editability options:
  • - Read Only
  • - Editable
  • - Unknown
You can also create other editability options.
Editability Role
Optional
The role of the user who can edit the attribute.
You can select from the following editability roles:
  • - Admin Only
  • - Restricted User Groups
  • - Most Users
You can also create other editability roles.
DB Field Name
Optional
The name of the field in the database that stores the data. Can be an encoded string. For example, database.table.fieldname.
User Email
Optional
Email address of the user. Must be unique. Axon sends emails to this email address.
User First Name
Optional
First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Last Name
Optional
Last Name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Lan ID
Optional
Network ID of the user.
Governance Role
Optional
The role of the user.
You can select the following roles:
  • - Data Attribute Owner
  • - Data Attribute Steward

Update Existing Items

The following table describes the fields of the Attribute template that you can use to update existing items:
Field
Type
Description
Attribute ID
Optional
A unique integer that identifies the attribute. When you create an attribute, Axon automatically generates an ID for the attribute.
Reference Number
Optional
The unique reference ID of the attribute.
If the Reference Number column is empty, you need to remove the column mapping to the Reference Number field when you perform a bulk upload. Or, you can choose to delete the Reference Number column from the template before you perform a bulk upload.
Attribute Name
Required
Name of the attribute as known in the business.
Attribute Definition
Required
Definition of the attribute.
DB Format
Optional
The format of the attribute that is expressed in the following format: <data_type>(<data_length>)
For example, to specify that the attribute is of the date data type that is 10 characters long, enter the following: DATE(10)
Note: This field is required if you provide a value list for a data set.
Key
Optional
Indicates whether the attribute is a primary key.
Business Logic
Optional
Describes the relevant business logic for the attribute.
Attribute Requirement
Optional
Indicates if the field is mandatory, optional or conditional when a new row is created.
Attribute Data Set Ref.
Optional
A unique reference identifier of the data set that contains the attribute.
Attribute Data Set Name
Optional
Name of the data set that contains the attribute.
Attribute System
Optional
Short name of the system that contains the data set and the attribute.
Glossary Ref.
Optional
A unique reference identifier of the glossary that captures the attribute name.
Glossary Name
Optional
Name of the glossary that captures the attribute name.
Parent Glossary Name
Optional
Parent of the glossary that captures the attribute in the glossary hierarchy.
The parent glossary term must exist in Axon.
Origin
Optional
The origin of the attribute.
You can select one of the following types: Created/Set Here, Sourced, Unknown, or Enterprise Catalog.
Editability
Optional
Describes whether you can edit the attribute.
You can select from the following editability options:
  • - Read Only
  • - Editable
  • - Unknown
You can also create other editability options.
Editability Role
Optional
The role of the user who can edit the attribute.
You can select from the following editability roles:
  • - Admin Only
  • - Restricted User Groups
  • - Most Users
You can also create other editability roles.

Data Quality Report

Download the Data Quality Report template to bulk upload data quality reports to Axon. You can choose to upload a new Data Quality report or update an existing Data Quality report.

Upload New Items

The following table describes the fields of the Data Quality Report template that you can use to upload new items:
Field
Type
Description
Report Date
Required
The date when the evaluation of the data was performed in the Data Quality system.
The date of the Data Quality report must be in the DD/MM/YYYY format. Do not enter the date when the reports are uploaded to Axon. You can upload multiple reports for the same item and multiple items at the same time.
Data Quality Result
Required
The score, expressed as a number between 0 and 100, of items that meet the expectations of the quality rule.
Axon displays this number as a percentage. Do not use a % sign when entering data. You can enter scores expressed with decimal places. Most Axon screens round off the score with a decimal value.
Data Quality Report URL
Optional
Link to the full report generated by the Data Quality system.
Exception Count
Optional
The number of records that did not meet standards based on some Data Quality system reports. Specify the exception information.
Volume
Optional
Number of observations in the report.
Data Quality Rule Reference
Required
The unique reference number of the local data quality rule.

Update Existing Items

The following table describes the fields of the Data Quality Report template that you can use to update existing items:
Field
Type
Description
Data Quality Report ID
Optional
A unique integer that identifies the Data Quality report. When you create a Data Quality report, Axon automatically generates an ID for the Data Quality report.
Report Date
Required
The date when the evaluation of the data was performed in the Data Quality system.
The date of the Data Quality report must be in the DD/MM/YYYY format. Do not enter the date when the reports are uploaded to Axon. You can upload multiple reports for the same item and multiple items at the same time.
Data Quality Result
Required
The score, expressed as a number between 0 and 100, of items that meet the expectations of the quality rule.
Axon displays this number as a percentage. Do not use a % sign when entering data. You can enter scores expressed with decimal places. Most Axon screens round off the score with a decimal value.
Data Quality Report URL
Optional
Link to the full report generated by the Data Quality system.
Exception Count
Optional
The number of records that did not meet standards based on some Data Quality system reports. Specify the exception information.
Volume
Optional
Number of observations in the report.
Data Quality Rule Reference
Required
The unique reference number of the local data quality rule.

Data Quality Rule

Download the Data Quality Rule template to bulk upload standard or local data quality rules to Axon. You can upload new items for a data quality rule object. When you bulk upload data quality rules, a template must contain either the Standard or Local data quality rules.

Upload New Items

The following table describes the fields of the Data Quality Rule template that you can use to upload new items:
Field
Type
Description
Rule Name
Required
Name of the rule.
Rule Description
Required
Description of the logic for the rule.
Reference
Optional
A unique reference number for a data quality rule.
Based on this reference number, Axon loads the scores in the Data Quality report.
Technical Description
Optional
A technical description of the rule logic. Can include SQL or pseudo SQL.
Population Description
Optional
Describes the population in scope for the rule.
Measuring Method Description
Optional
The relevant information about the measurement process.
Amber Target
Required
A number from 0 to 100 that indicates the threshold value for the amber color.
Green Target
Required
A number that indicates the threshold value for the green color. Reflects the proportion of the measured data that achieved the performance level for the green target. Enter a number from 0 to 100. Do not enter characters such as %.
Decimal Points are acceptable, although results are rounded. Some Data Quality measurement systems report deviation from a perfect score rather than stating the actual score. Do not enter the deviation percentage. If 5% deviation is reported, enter "95".
Axon Viewing
Optional
Whether the data quality rule is available for public viewing or not.
You can select one of the following options:
  • - Public
  • - Non-Public
Axon is meant for public use within your organization. Contact Informatica Global Customer Support before you set this field as Non-Public.
Measured in System
Optional
Name of the system in which the rule is measured. This is often the name of the Data Quality profiling or measurement system used for the given data set. This field is required if you choose a local data quality rule.
Rule Type
Required
The type of rule that Axon supports. You can select one of the following types:
  • - Completeness
  • - Accuracy
  • - Consistency
  • - Validity
  • - Timeliness
You can also create other rule types.
Frequency
Required
Specifies how often the rule is measured. Select one of the following values:
  • - Daily
  • - Weekly
  • - Monthly
  • - Quarterly
  • - AdHoc
  • - Bi-Weekly
Lifecycle
Required
Stage of the data quality rule in the approval lifecycle.
You can select the following default stages:
  • - Active
  • - Draft
  • - Obsolete
You can also create data quality rule lifecycle stages.
Axon Status
Optional
Status of the data quality rule in Axon.
You can select one of the following statuses:
  • - Active
  • - Inactive
  • - Pending Review
  • - Obsolete
  • - Deleted
Measuring Method
Optional
Specifies how the data quality rule is evaluated. You can specify one of the following options:
  • - System Function
  • - Technical Script
  • - Business Extract
You can also create other measuring methods.
Criticality
Required
Level of criticality. Select from one of the following options:
  • - Low
  • - Medium
  • - High
Automation Level
Optional
Specifies how automated the Data Quality measurement process is. Select one of the following options:
  • - Fully Automated
  • - Partially Automated
  • - Manual
  • - Unknown
You can also create other automation levels.
Standard Data Quality Rule Reference
Optional
The reference to the standard data quality rule that is attached to a glossary term and specifies how to validate the data related to the glossary.
Data Quality Rule Type
Optional
The type of data quality rule. Specify whether it is a local or standard data quality rule.
If you leave the field empty, Axon considers the rule as a local data quality rule.
Attribute Ref.
Optional
A unique reference identifier for the attribute that the rule measures.
Ensure that you enter a value in the Attribute Ref. or Attribute Name column though both the columns are optional.
Attribute Name
Optional
Name of the attribute that the rule measures.
Ensure that you enter a value in the Attribute Ref. or Attribute Name column though both the columns are optional.
Attribute Data Set Name
Optional
Name of the data set that contains the attribute.
Attribute Data Set System Name
Optional
Short name of the system that contains the data set and the attribute.
Glossary Ref.
Optional
A unique reference identifier for the glossary that is associated with the standard data quality rule.
If you choose a standard data quality rule type, ensure that you enter a value in the Glossary Ref. or Glossary Name column.
Glossary Name
Optional
Name of the glossary that is associated with the standard data quality rule.
If you choose a standard data quality rule type, ensure that you enter a value in the Glossary Ref. or Glossary Name column.
Parent Glossary Name
Optional
Parent name of the glossary that is associated with the standard data quality rule.
User Email
Optional
Email address of the user. Must be unique. Axon sends emails to this email address.
User First Name
Optional
First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Last Name
Optional
Last Name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Lan ID
Optional
Network ID of the user.
Governance Role
Optional
The role of the user.
You can select the DQ Steward role.

Update Existing Items

The following table describes the fields of the Data Quality Rule template that you can use to update existing items:
Field
Type
Description
Data Quality Rule ID
Optional
A unique integer that identifies the data quality rule. When you create a data quality rule, Axon automatically generates an ID for the data quality rule.
Rule Name
Required
Name of the rule.
Rule Description
Required
Description of the logic for the rule.
Reference
Optional
A unique reference number for a data quality rule.
Based on this reference number, Axon loads the scores in the Data Quality report.
Technical Description
Optional
A technical description of the rule logic. Can include SQL or pseudo SQL.
Population Description
Optional
Describes the population in scope for the rule.
Measuring Method Description
Optional
The relevant information about the measurement process.
Amber Target
Required
A number from 0 to 100 that indicates the threshold value for the amber color.
Green Target
Required
A number that indicates the threshold value for the green color. Reflects the proportion of the measured data that achieved the performance level for the green target. Enter a number from 0 to 100. Do not enter characters such as %.
Decimal Points are acceptable, although results are rounded. Some Data Quality measurement systems report deviation from a perfect score rather than stating the actual score. Do not enter the deviation percentage. If 5% deviation is reported, enter "95".
Axon Viewing
Optional
Whether the data quality rule is available for public viewing or not.
You can select one of the following options:
  • - Public
  • - Non-Public
Axon is meant for public use within your organization. Contact Informatica Global Customer Support before you set this field as Non-Public.
Measured in System
Optional
Name of the system in which the rule is measured. This is often the name of the Data Quality profiling or measurement system used for the given data set. This field is required if you choose a local data quality rule.
Rule Type
Required
The type of rule that Axon supports. You can select one of the following types:
  • - Completeness
  • - Accuracy
  • - Consistency
  • - Validity
  • - Timeliness
You can also create other rule types.
Frequency
Required
Specifies how often the rule is measured. Select one of the following values:
  • - Daily
  • - Weekly
  • - Monthly
  • - Quarterly
  • - AdHoc
  • - Bi-Weekly
Lifecycle
Required
Stage of the data quality rule in the approval lifecycle.
You can select the following default stages:
  • - Active
  • - Draft
  • - Obsolete
You can also create data quality rule lifecycle stages.
Axon Status
Optional
Status of the data quality rule in Axon.
You can select one of the following statuses:
  • - Active
  • - Inactive
  • - Pending Review
  • - Obsolete
  • - Deleted
Measuring Method
Optional
Specifies how the data quality rule is evaluated. You can specify one of the following options:
  • - System Function
  • - Technical Script
  • - Business Extract
You can also create other measuring methods.
Criticality
Required
Level of criticality. Select from one of the following options:
  • - Low
  • - Medium
  • - High
Automation Level
Optional
Specifies how automated the Data Quality measurement process is. Select one of the following options:
  • - Fully Automated
  • - Partially Automated
  • - Manual
  • - Unknown
You can also create other automation levels.
Standard Data Quality Rule Reference
Optional
The reference to the standard data quality rule that is attached to a glossary term and specifies how to validate the data related to the glossary.
Data Quality Rule Type
Optional
The type of data quality rule. Specify whether it is a local or standard data quality rule.
If you leave the field empty, Axon considers the rule as a local data quality rule.
Note: When you update an automatically created local data quality rule, you must update only the following fields: Amber Target, Green Target, and Frequency.

Data Set

Download the Data Set template to bulk upload data sets to Axon. You can choose to upload a new data set or update an existing data set.

Upload New Items

The following table describes the fields of the Data Set template that you can use to upload new items:
Field
Type
Description
Reference Number
Optional
The unique identifier for the data set.
Data Set Name
Required
Name of the data set as known in the business.
Data Set Definition
Required
Description of the data set.
Data Set Usage Description
Optional
Additional information about the data set.
Axon Viewing
Optional
Whether the data set is available for public viewing or not.
You can select one of the following options:
  • - Public
  • - Non-Public
Axon is meant for public use within your organization. Contact Informatica Global Customer Support before you set this field as Non-Public.
Data Set Type
Required
Type of the data set.
You can select the following data set types:
  • - Value List
  • - Data Set
  • - Report
Default is Data Set. You can also create other data set types.
System Name
Required
Short name of the system that contains the data set.
System Parent Name
Optional
Short name of the parent of the system that contains the data set.
Lifecycle
Required
Stage of the data set in the governance lifecycle.
You can select the following default stages:
  • - Draft
  • - Approved
  • - Obsolete
You can also create other lifecycle stages.
Axon Status
Optional
Status of the data set in Axon.
You can select one of the following statuses:
  • - Active
  • - Inactive
  • - Pending Review
  • - Obsolete
  • - Deleted
Glossary Ref.
Optional
Reference identifier for the glossary that the data set is associated with.
Ensure that you enter a value in the Glossary Ref. or Glossary Name column though both the columns are optional.
Glossary Name
Optional
The glossary that the data set is associated with.
Ensure that you enter a value in the Glossary Ref. or Glossary Name column though both the columns are optional.
Parent Glossary Name
Optional
Parent of the glossary in the glossary hierarchy.
The parent glossary term must exist in Axon.
User Email
Optional
Email address of the user. Must be unique. Axon sends emails to this email address.
User First Name
Optional
First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Last Name
Optional
Last Name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Lan ID
Optional
Network ID of the user.
Governance Role
Optional
The role of the user.
You can select the following roles.
  • - Data Steward
  • - Data Owner
Segment
Optional
The segment to which you want to assign the data set to. This column appears if a SuperAdmin user has created segments in the Admin Panel.

Update Existing Items

The following table describes the fields of the Data Set template that you can use to update existing items:
Field
Type
Description
Data Set ID
Optional
A unique integer that identifies the data set. When you create a data set, Axon automatically generates an ID for the data set.
Reference Number
Optional
The unique identifier for the data set.
Data Set Name
Required
Name of the data set as known in the business.
Data Set Definition
Required
Description of the data set.
Data Set Usage Description
Optional
Additional information about the data set.
Axon Viewing
Optional
Whether the data set is available for public viewing or not.
You can select one of the following options:
  • - Public
  • - Non-Public
Axon is meant for public use within your organization. Contact Informatica Global Customer Support before you set this field as Non-Public.
Data Set Type
Required
Type of the data set.
You can select the following data set types:
  • - Value List
  • - Data Set
  • - Report
Default is Data Set. You can also create other data set types.
System Name
Required
Short name of the system that contains the data set.
System Parent Name
Optional
Short name of the parent of the system that contains the data set.
Lifecycle
Required
Stage of the data set in the governance lifecycle.
You can select the following default stages:
  • - Draft
  • - Approved
  • - Obsolete
You can also create other lifecycle stages.
Axon Status
Optional
Status of the data set in Axon.
You can select one of the following statuses:
  • - Active
  • - Inactive
  • - Pending Review
  • - Obsolete
  • - Deleted
Glossary Ref.
Optional
Reference identifier for the glossary that the data set is associated with.
Ensure that you enter a value in the Glossary Ref. or Glossary Name column though both the columns are optional.
Glossary Name
Optional
The glossary that the data set is associated with.
Ensure that you enter a value in the Glossary Ref. or Glossary Name column though both the columns are optional.
Parent Glossary Name
Optional
Parent of the glossary in the glossary hierarchy.
The parent glossary term must exist in Axon.

Glossary

Download the Glossary template to bulk upload glossaries to Axon. You can choose to upload a new glossary or update an existing glossary.

Upload New Items

The following table describes the fields of the Glossary template that you can use to upload new items:
Field
Type
Description
Name
Required
Name of the glossary.
Definition
Required
Definition of the glossary.
Ref.
Optional
A unique reference identifier for the glossary. If you leave this field empty, Axon automatically assigns a reference identifier.
Examples
Optional
Contextual examples of the glossary.
Business Logic
Optional
Business context in which the glossary is used.
Format Description
Optional
Description of the glossary format.
LDM Reference
Optional
Place of the glossary in the Logical Data Model.
Parent Name
Optional
Parent of the glossary in the glossary hierarchy.
The parent glossary term must exist in Axon.
Parent Ref.
Optional
A unique reference identifier for the parent glossary.
Axon Viewing
Optional
Whether the glossary is available for public viewing or not.
You can select one of the following options:
  • - Public
  • - Non-Public
Axon is meant for public use within your organization. Contact Informatica Global Customer Support before you set this field as Non-Public.
Axon Status
Optional
Status of the glossary in Axon.
You can select one of the following statuses:
  • - Active
  • - Inactive
  • - Pending Review
  • - Obsolete
  • - Deleted
Lifecycle
Required
Stage of the glossary in the approval lifecycle.
You can select the following default stages:
  • - Draft
  • - Being validated
  • - Approved
  • - Obsolete
You can also create lifecycle stages.
Format Type
Required
Format in which the glossary is expressed.
You can select the following data types:
  • - Text
  • - Number
  • - Decimal
  • - Percentage
  • - Fraction
  • - Date
  • - Time
  • - Datetime
You can also create other data types.
KDE
Optional
Indicates whether or not the glossary is a key data element. You can add new key data element values from the Admin panel in addition to the default values, True and False, as necessary.
Security Classification
Required
Security classification of the glossary.
You can select the following security classification options:
  • - Public
  • - Internal
  • - Confidential
  • - Secret
You can also create other security classification options.
Type
Required
The type of glossary.
You can select one of the following glossary types:
  • - Domain. A domain describes a broad category of data concepts, for example, customer domain or transaction data domain.
  • - Subdomain. A subdomain is a division within a domain that facilitates a separation of definitions across relevant themes, for example, client or transaction.
  • - Term. A business term corresponds to a single concept, for example, Maturity Date.
  • - Metric. A metric is a measurement of a specific business activity that may be a combination of other glossary concepts for the measurement.
If you create additional glossary types from the Admin Panel, you can see the list in this field.
Confidentiality
Optional
The Confidentiality rating from the Confidentiality, Integrity, and Availability (CIA) rating of a glossary.
Confidentiality rating indicates the ability of a glossary to show the right information to the right users who have the right credentials.
Confidentiality, Integrity, and Availability are crucial elements of security for a glossary.
The default Confidentiality rating ranges from 1 to 3. Each digit in the rating has the following indicators:
  • - 1 - Indicates weak security of a glossary that is less secure.
  • - 2 - Indicates average security of a glossary that is moderately secure.
  • - 3 - Indicates strong security of a glossary that is the most secure.
For example, if the Confidentiality rating is 2, the glossary is moderately secure.
You can add a maximum of nine values to the CIA Rating list using the dropdown configuration in the Admin Panel.
Integrity
Optional
The Integrity rating from the Confidentiality, Integrity, and Availability (CIA) rating of a glossary.
Integrity rating indicates the ability of a glossary to ensure that the information shown to the users have not been compromised.
Confidentiality, Integrity and Availability are crucial elements of security for a glossary.
The default Integrity rating ranges from 1 to 3. Each digit in the rating has the following indicators:
  • - 1 - Indicates weak security of a glossary that is less secure.
  • - 2 - Indicates average security of a glossary that is moderately secure.
  • - 3 - Indicates strong security of a glossary that is the most secure.
For example, if the Integrity rating is 1, the glossary is less secure.
You can add a maximum of nine values to the CIA Rating list using the dropdown configuration in the Admin Panel.
Availability
Optional
The Availability rating from the Confidentiality, Integrity, and Availability (CIA) rating of a glossary.
Availability rating indicates the ability of a glossary to show the right information to the right users at the right time.
Confidentiality, Integrity and Availability are crucial elements of security for a glossary.
The default Availability rating ranges from 1 to 3. Each digit in the rating has the following indicators:
  • - 1 - Indicates weak security of a glossary that is less secure.
  • - 2 - Indicates average security of a glossary that is moderately secure.
  • - 3 - Indicates strong security of a glossary that is the most secure.
For example, if the Availability rating is 3, the glossary is most secure.
You can add a maximum of nine values to the CIA Rating list using the dropdown configuration in the Admin Panel.
Alias Names
Optional
Alternate name for a glossary. Use synonyms for the glossary that is commonly used in your organization. You can add multiple alias names for a glossary by adding a comma (,) as a delimiter.
If you use the CSV file format to bulk upload data, you must enter the comma separated alias names in double quotes (" ".)
If you want to add a comma in a single alias name, you must create or edit a glossary manually and add the alias name.
User Email
Optional
Email address of the user. Must be unique. Axon sends emails to this email address.
User First Name
Optional
First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Last Name
Optional
Last Name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Lan ID
Optional
Network ID of the user.
Governance Role
Optional
The role of the user.
You can select the following roles:
  • - Glossary Definition Owner
  • - Glossary Steward
Segment
Optional
The segment to which you want to assign the glossary to. This column appears if a SuperAdmin user has created segments in the Admin Panel.

Update Existing Items

The following table describes the fields of the Glossary template that you can use to update existing items:
Field
Type
Description
ID
Optional
A unique integer that identifies the glossary. When you create a glossary, Axon automatically generates an ID for the glossary.
Name
Required
Name of the glossary.
Definition
Required
Definition of the glossary.
Ref.
Optional
A unique reference identifier for the glossary. If you leave this field empty, Axon automatically assigns a reference identifier.
Examples
Optional
Contextual examples of the glossary.
Business Logic
Optional
Business context in which the glossary is used.
Format Description
Optional
Description of the glossary format.
LDM Reference
Optional
Place of the glossary in the Logical Data Model.
Parent Name
Optional
Parent of the glossary in the glossary hierarchy.
The parent glossary term must exist in Axon.
Parent Ref.
Optional
A unique reference identifier for the parent glossary.
Axon Viewing
Optional
Whether the glossary is available for public viewing or not.
You can select one of the following options:
  • - Public
  • - Non-Public
Axon is meant for public use within your organization. Contact Informatica Global Customer Support before you set this field as Non-Public.
Axon Status
Optional
Status of the glossary in Axon.
You can select one of the following statuses:
  • - Active
  • - Inactive
  • - Pending Review
  • - Obsolete
  • - Deleted
Lifecycle
Required
Stage of the glossary in the approval lifecycle.
You can select the following default stages:
  • - Draft
  • - Being validated
  • - Approved
  • - Obsolete
You can also create lifecycle stages.
Format Type
Required
Format in which the glossary is expressed.
You can select the following data types:
  • - Text
  • - Number
  • - Decimal
  • - Percentage
  • - Fraction
  • - Date
  • - Time
  • - Datetime
You can also create other data types.
KDE
Optional
Indicates whether or not the glossary is a key data element. You can add new key data element values from the Admin panel in addition to the default values, True and False, as necessary.
Security Classification
Required
Security classification of the glossary.
You can select the following security classification options:
  • - Public
  • - Internal
  • - Confidential
  • - Secret
You can also create other security classification options.
Type
Required
The type of glossary.
You can select one of the following glossary types:
  • - Domain. A domain describes a broad category of data concepts, for example, customer domain or transaction data domain.
  • - Subdomain. A subdomain is a division within a domain that facilitates a separation of definitions across relevant themes, for example, client or transaction.
  • - Term. A business term corresponds to a single concept, for example, Maturity Date.
  • - Metric. A metric is a measurement of a specific business activity that may be a combination of other glossary concepts for the measurement.
If you create additional glossary types from the Admin Panel, you can see the list in this field.
Confidentiality
Optional
The Confidentiality rating from the Confidentiality, Integrity, and Availability (CIA) rating of a glossary.
Confidentiality rating indicates the ability of a glossary to show the right information to the right users who have the right credentials.
Confidentiality, Integrity, and Availability are crucial elements of security for a glossary.
The default Confidentiality rating ranges from 1 to 3. Each digit in the rating has the following indicators:
  • - 1 - Indicates weak security of a glossary that is less secure.
  • - 2 - Indicates average security of a glossary that is moderately secure.
  • - 3 - Indicates strong security of a glossary that is the most secure.
For example, if the Confidentiality rating is 2, the glossary is moderately secure.
You can add a maximum of nine values to the CIA Rating list using the dropdown configuration in the Admin Panel.
Integrity
Optional
The Integrity rating from the Confidentiality, Integrity, and Availability (CIA) rating of a glossary.
Integrity rating indicates the ability of a glossary to ensure that the information shown to the users have not been compromised.
Confidentiality, Integrity and Availability are crucial elements of security for a glossary.
The default Integrity rating ranges from 1 to 3. Each digit in the rating has the following indicators:
  • - 1 - Indicates weak security of a glossary that is less secure.
  • - 2 - Indicates average security of a glossary that is moderately secure.
  • - 3 - Indicates strong security of a glossary that is the most secure.
For example, if the Integrity rating is 1, the glossary is less secure.
You can add a maximum of nine values to the CIA Rating list using the dropdown configuration in the Admin Panel.
Availability
Optional
The Availability rating from the Confidentiality, Integrity, and Availability (CIA) rating of a glossary.
Availability rating indicates the ability of a glossary to show the right information to the right users at the right time.
Confidentiality, Integrity and Availability are crucial elements of security for a glossary.
The default Availability rating ranges from 1 to 3. Each digit in the rating has the following indicators:
  • - 1 - Indicates weak security of a glossary that is less secure.
  • - 2 - Indicates average security of a glossary that is moderately secure.
  • - 3 - Indicates strong security of a glossary that is the most secure.
For example, if the Availability rating is 3, the glossary is most secure.
You can add a maximum of nine values to the CIA Rating list using the dropdown configuration in the Admin Panel.
Alias Names
Optional
Alternate name for a glossary. Use synonyms for the glossary that is commonly used in your organization. You can add multiple alias names for a glossary by adding a comma (,) as a delimiter.
If you use the CSV file format to bulk upload data, you must enter the comma separated alias names in double quotes (" ".)
If you want to add a comma in a single alias name, you must create or edit a glossary manually and add the alias name.

Interface

Download the Interface template to bulk upload interfaces to Axon. You can choose to upload a new interface object or update an existing interface object.

Upload New Items

The following table describes the fields of the Interface template that you can use to upload new items:
Field
Type
Description
Interface Name
Required
Name of the interface.
Reference
Optional
Reference ID for the interface. The reference ID must be a string data type.
If you enter a number, you must format the column to Text type. Otherwise, Microsoft Excel alters the reference ID by deleting trailing zeros.
Asset ID
Optional
A unique identifier or a serial number for a system or an interface that the IT or Property department assigns.
Synchronization Control
Optional
Description of the rules that control the synchronization of information between the two connected interfaces.
Interface Description
Required
Description of the system interface.
Transfer Method
Optional
Protocol or medium used to move information between the source and target system.
You can select the following methods:
  • - FTP
  • - SFTP
  • - SCP
  • - HTTP
  • - HTTPS
  • - SOAP
  • - MQSERIES
  • - EMAIL
You can also create other transfer methods.
Transfer Format
Optional
Format or file type used to flow information between the source and target system.
You can select the following formats:
  • - XML
  • - XBRL
  • - JSON
  • - DELIMITED
  • - XLS
You can also create other transfer formats.
Interface Classification
Optional
Classification of the system interface that best describes its purpose.
You can select the following default interfaces:
  • - BAU
  • - Reconciliation
  • - Ref Data Distribution
  • - Migration
You can also create interface classifications.
Lifecycle
Required
Stage of the system interface in the production lifecycle.
You can select the following default stages:
  • - In Production
  • - Being Decommissioned
  • - Decommissioned
You can also create lifecycle stages.
Axon Status
Optional
Status of the system interface in Axon.
You can select one of the following statuses:
  • - Active
  • - Inactive
  • - Pending Review
  • - Obsolete
  • - Deleted
Source System Name
Required
Short name of the system from which the information flows out.
Target System Name
Required
Short name of the system to which the information flows in.
Automation Level
Required
Level of automation of the interface.
You can select the following the automation levels:
  • - Manual - File based
  • - Manual - Re-keyed
  • - Partially Automated
  • - Fully Automated
  • - Unknown
Default is Unknown.
Frequency
Optional
Frequency at which data flows between the source and target system.
You can select the following frequencies:
  • - Ad-Hoc
  • - Monthly
  • - Weekly
  • - Daily
  • - Realtime
  • - Unknown
You can also create other frequency options.
Axon Viewing
Optional
Whether the system interface is available for public viewing or not.
You can select one of the following options:
  • - Public
  • - Non-Public
Axon is meant for public use within your organization. Contact Informatica Global Customer Support before you set this field as Non-Public.
User Email
Optional
Email address of the user. Must be unique. Axon sends emails to this email address.
User First Name
Optional
First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Last Name
Optional
Last Name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Lan ID
Optional
Network ID of the user.
Governance Role
Optional
The role of the user.
You can select the following roles.
  • - Interface Owner
  • - Interface Steward

Update Existing Items

The following table describes the fields of the Interface template that you can use to update existing items:
Field
Type
Description
Interface ID
Optional
A unique integer that identifies the interface. When you create a interface, Axon automatically generates an ID for the interface.
Interface Name
Required
Name of the interface.
Reference
Optional
Reference ID for the interface. The reference ID must be a string data type.
If you enter a number, you must format the column to Text type. Otherwise, Microsoft Excel alters the reference ID by deleting trailing zeros.
Asset ID
Optional
A unique identifier or a serial number for a system or an interface that the IT or Property department assigns.
Synchronisation Control
Optional
Description of the rules that control the synchronization of information between the two connected interfaces.
Interface Description
Required
Description of the system interface.
Transfer Method
Optional
Protocol or medium used to move information between the source and target system.
You can select the following methods:
  • - FTP
  • - SFTP
  • - SCP
  • - HTTP
  • - HTTPS
  • - SOAP
  • - MQSERIES
  • - EMAIL
You can also create other transfer methods.
Transfer Format
Optional
Format or file type used to flow information between the source and target system.
You can select the following formats:
  • - XML
  • - XBRL
  • - JSON
  • - DELIMITED
  • - XLS
You can also create other transfer formats.
Interface Classification
Optional
Classification of the system interface that best describes its purpose.
You can select the following default interfaces:
  • - BAU
  • - Reconciliation
  • - Ref Data Distribution
  • - Migration
You can also create interface classifications.
Lifecycle
Required
Stage of the system interface in the production lifecycle.
You can select the following default stages:
  • - In Production
  • - Being Decommissioned
  • - Decommissioned
You can also create lifecycle stages.
Axon Status
Optional
Status of the system interface in Axon.
You can select one of the following statuses:
  • - Active
  • - Inactive
  • - Pending Review
  • - Obsolete
  • - Deleted
Source System Name
Required
Short name of the system from which the information flows out.
Target System Name
Required
Short name of the system to which the information flows in.
Automation Level
Required
Level of automation of the interface.
You can select the following the automation levels:
  • - Manual - File based
  • - Manual - Re-keyed
  • - Partially Automated
  • - Fully Automated
  • - Unknown
Default is Unknown.
Frequency
Optional
Frequency at which data flows between the source and target system.
You can select the following frequencies:
  • - Ad-Hoc
  • - Monthly
  • - Weekly
  • - Daily
  • - Realtime
  • - Unknown
You can also create other frequency options.
Axon Viewing
Optional
Whether the system interface is available for public viewing or not.
You can select one of the following options:
  • - Public
  • - Non-Public
Axon is meant for public use within your organization. Contact Informatica Global Customer Support before you set this field as Non-Public.

System

Download the System template to bulk upload systems to Axon. You can choose to upload a new system or update an existing system.

Upload New Items

The following table describes the fields of the System template that you can use to upload new items:
Field
Type
Description
System Name
Required
Short name of the system. Enter a name that other Axon users can recognize easily.
System Long Name
Optional
Full name or long name of the system.
Asset ID
Optional
A unique identifier for the system or the interface. The IT or Property department designates the Asset ID.
External
Required
A flag for systems that are not owned or controlled by the client organization from which a data feed is taken. Select True or False.
System Description
Required
Description of the system and the business purpose.
System URL
Optional
Link to another page where related information is mentioned. Include the network protocol in the link. For example, enter https://www.website.com.
Parent System Name
Optional
Short name of the parent system if the system belongs to a hierarchy.
Axon Viewing
Optional
Whether the system is available for public viewing or not.
You can select one of the following options:
  • - Public
  • - Non-Public
Axon is meant for public use within your organization. Contact Informatica Global Customer Support before you set this field as Non-Public.
Axon Status
Optional
Status of the system in Axon.
You can select one of the following statuses:
  • - Active
  • - Inactive
  • - Pending Review
  • - Obsolete
  • - Deleted
Lifecycle
Required
Stage of the system in the production lifecycle.
You can select the following default stages:
  • - In Production
  • - Being Decommissioned
  • - Decommissioned
You can also create lifecycle stages.
System Type
Required
Whether the system is a software application or one of several file types. You also need to specify whether the system is hosted internally inside your organization or externally outside your organization.
System Classification
Optional
Classification of the system that best describes its function. You can select the Data Warehouse classification, or create your own classification options.
Confidentiality
Optional
The Confidentiality rating from the Confidentiality, Integrity, and Availability (CIA) rating of a system.
Confidentiality rating indicates the ability of a system to show the right information to the right users who have the right credentials.
Confidentiality, Integrity, and Availability are crucial elements of security for a system.
The default Confidentiality rating ranges from 1 to 3. You can add a maximum of nine ratings from the Admin panel. Each digit in the rating has the following indicators:
  • - 1 - Indicates weak security of a system that is less secure.
  • - 2 - Indicates average security of a system that is moderately secure.
  • - 3 - Indicates strong security of a system that is the most secure.
For example, if the Confidentiality rating is 2, the system is moderately secure.
Integrity
Optional
The Integrity rating from the Confidentiality, Integrity, and Availability (CIA) rating of a system.
Integrity rating indicates the ability of a system to ensure that the information shown to the users have not been compromised.
Confidentiality, Integrity and Availability are crucial elements of security for a system.
The default Integrity rating ranges from 1 to 3. You can add a maximum of nine ratings from the Admin panel. Each digit in the rating has the following indicators:
  • - 1 - Indicates weak security of a system that is less secure.
  • - 2 - Indicates average security of a system that is moderately secure.
  • - 3 - Indicates strong security of a system that is the most secure.
For example, if the Integrity rating is 1, the system is less secure.
Availability
Optional
The Availability rating from the Confidentiality, Integrity, and Availability (CIA) rating of a system.
Availability rating indicates the ability of a system to show the right information to the right users at the right time.
Confidentiality, Integrity and Availability are crucial elements of security for a system.
The default Availability rating ranges from 1 to 3. You can add a maximum of nine ratings from the Admin panel. Each digit in the rating has the following indicators:
  • - 1 - Indicates weak security of a system that is less secure.
  • - 2 - Indicates average security of a system that is moderately secure.
  • - 3 - Indicates strong security of a system that is the most secure.
For example, if the Availability rating is 3, the system is most secure.
User Email
Optional
Email address of the user. Must be unique. Axon sends emails to this email address.
User First Name
Optional
First name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Last Name
Optional
Last Name of the user. Specify the name as it is recorded in the LDAP directory server of your organization.
User Lan ID
Optional
Network ID of the user.
Governance Role
Optional
The role of the user.
You can select the following roles:
  • - System Business Owner
  • - System Steward
Segment
Optional
The segment to which you want to assign the system to. This column appears if a SuperAdmin user has created segments in the Admin Panel.

Update Existing Items

The following table describes the fields of the System template that you can use to update existing items:
Field
Type
Description
System ID
Optional
A unique integer that identifies the system. When you create a system, Axon automatically generates an ID for the system.
System Name
Required
Short name of the system. Enter a name that other Axon users can recognize easily.
System Long Name
Optional
Full name or long name of the system.
Asset ID
Optional
A unique identifier for the system or the interface. The IT or Property department designates the Asset ID.
External
Required
A flag for systems that are not owned or controlled by the client organization from which a data feed is taken. Select True or False.
System Description
Required
Description of the system and the business purpose.
System URL
Optional
Link to another page where related information is mentioned. Include the network protocol in the link. For example, enter https://www.website.com.
Parent System Name
Optional
Short name of the parent system if the system belongs to a hierarchy.
Axon Viewing
Optional
Whether the system is available for public viewing or not.
You can select one of the following options:
  • - Public
  • - Non-Public
Axon is meant for public use within your organization. Contact Informatica Global Customer Support before you set this field as Non-Public.
Axon Status
Optional
Status of the system in Axon.
You can select one of the following statuses:
  • - Active
  • - Inactive
  • - Pending Review
  • - Obsolete
  • - Deleted
Lifecycle
Required
Stage of the system in the production lifecycle.
You can select the following default stages:
  • - In Production
  • - Being Decommissioned
  • - Decommissioned
You can also create lifecycle stages.
System Type
Required
Whether the system is a software application or one of several file types. You also need to specify whether the system is hosted internally inside your organization or externally outside your organization.
System Classification
Optional
Classification of the system that best describes its function. You can select the Data Warehouse classification, or create your own classification options.
Confidentiality
Optional
The Confidentiality rating from the Confidentiality, Integrity, and Availability (CIA) rating of a system.
Confidentiality rating indicates the ability of a system to show the right information to the right users who have the right credentials.
Confidentiality, Integrity, and Availability are crucial elements of security for a system.
The default Confidentiality rating ranges from 1 to 3. You can add a maximum of nine ratings from the Admin panel. Each digit in the rating has the following indicators:
  • - 1 - Indicates weak security of a system that is less secure.
  • - 2 - Indicates average security of a system that is moderately secure.
  • - 3 - Indicates strong security of a system that is the most secure.
For example, if the Confidentiality rating is 2, the system is moderately secure.
Integrity
Optional
The Integrity rating from the Confidentiality, Integrity, and Availability (CIA) rating of a system.
Integrity rating indicates the ability of a system to ensure that the information shown to the users have not been compromised.
Confidentiality, Integrity and Availability are crucial elements of security for a system.
The default Integrity rating ranges from 1 to 3. You can add a maximum of nine ratings from the Admin panel. Each digit in the rating has the following indicators:
  • - 1 - Indicates weak security of a system that is less secure.
  • - 2 - Indicates average security of a system that is moderately secure.
  • - 3 - Indicates strong security of a system that is the most secure.
For example, if the Integrity rating is 1, the system is less secure.
Availability
Optional
The Availability rating from the Confidentiality, Integrity, and Availability (CIA) rating of a system.
Availability rating indicates the ability of a system to show the right information to the right users at the right time.
Confidentiality, Integrity and Availability are crucial elements of security for a system.
The default Availability rating ranges from 1 to 3. You can add a maximum of nine ratings from the Admin panel. Each digit in the rating has the following indicators:
  • - 1 - Indicates weak security of a system that is less secure.
  • - 2 - Indicates average security of a system that is moderately secure.
  • - 3 - Indicates strong security of a system that is the most secure.
For example, if the Availability rating is 3, the system is most secure.