Platform

Administration

• IP Allow List
• Audit Trail Logs
• Types of Rules Wizards

SSO

• Configure SAML for Okta
• Enabling SAML-Based Single Sign-On (SSO)

Data Sources

• Getting Started with Microsoft Fabric Data Source Configuration in DvSum
• Configure Microsoft Fabric OneLake as a Source
• Prerequisites and Permissions for DvSum Fabric Data Source Configuration
• Configure Microsoft Fabric Data Warehouse as a Source
• Configure Microsoft Fabric Lakehouse as a Source
• Configure Microsoft Dataverse as a Source

View all articles in Data Sources

Manage Users

• Data Governance Roles and Responsibilities
• Default Roles Access Matrix
• Module Settings
• Manage Users

DvSum Gateway

• Gateway High Availability Setup
• DvSum Site-to-Site VPN Setup
• SSL Certificate Types Supported for Gateway Installation
• DvSum AWS PrivateLink Setup (Customer Guide)
• Gateway Upgrade Process
• DvSum Gateway Installer Links

View all articles in DvSum Gateway

Data Intelligence

AI Orchestration

• Smart Scan for Network Analysis Workflow
• Configuring an AURA AI Agent for Talk to Your Data
• Network Intelligence AI
• AI Orchestration Workflows – Step Reference Guide
• Introduction to AI Orchestration Workflows
• Executing a Workflow via API

View all articles in AI Orchestration

Accounts

• AI Agent Queries & History Retrieval in Postman
• DvSum API Access and Authentication Management

Assets

• Logical View
• Getting Started with Custom Assets and Attributes in DvSum DI
• Managing Custom Assets in DvSum
• Creating and Managing Custom Attributes
• Assets Dictionary

Jobs

• Executing Jobs via API
• Creating a new Job

Data Privacy

• Data Exclusion Policy
• Data Classification
• Data Security Admin

Data Quality Management

• Differentiating Empty & Nulls Strings
• Data Quality Overview

DQ Dictionary

• Pivot View Configuration in Data Quality Rules
• Cross-System DQ - Reconciliation Rule
• Jira Integration for DQ Rules
• Configuring Exception Settings for Rules in DvSum
• Foundational Data Quality - Uniqueness Rule
• Access DQ Rule information via REST API

View all articles in DQ Dictionary

Reference Dictionary

• Reference Dictionary with Value Range/Ruleset Rule
• Reference Dictionary

Dashboard

• Dashboards and Widgets: Practical Examples
• Dashboards and Widgets

Data Dictionary

• Filtering Assets Using Quick Filters and Governance Views
• Table Detail Page
• Lineage in DvSum
• Run Online & Run Offline
• Entity Relationship Diagram - ERD
• Rich Text Additional Information

Field Dictionary

• Entity Field Format in the Field Dictionary Template
• Database Columns

Business Glossary

• Glossary Term

Getting Started

• How to Sign Up for DvSum Data Intelligence
• An Overview of Usage Analytics

Tool Tips

• Role Policies
• My Settings
• Environment Management
• Asset and Glossary Status Lifecycle
• Visualizing Agent Questions on Dashboard
• Enterprise Search

View all articles in Tool Tips

Data Governance

Workflows

• Configure ServiceNow Ticketing with Proactive Workflows
• Configuring and Managing Approval Workflows for Governed Assets
• Approving Glossary Terms

CADDI

Co-Pilot

• Running AI Agent Data Analysis Chains in Skip Workflow Mode
• Agentic Tools Configuration Guide
• Execution Modes, Model & Workflow Configurations in Tool
• Co-Pilot in Data Intelligence

Chat with your Data

• ★ CADDI Chat (Talk to your Data)
• How to Change the Recommendation Text in a Tool Workflow Definition
• How to Change an Issue Category in a Tool Workflow Definition
• How CADDI Agents Interpret Questions and Follow-Up Requests
• Feedback Analytics
• Agent Analytics

View all articles in Chat with your Data