biGENIUS-X Knowledge Base

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biGENIUS-X Knowledge Base

Application Modules

Application Modules

How-to documentation .... for the modules of the application

Administration

Manage account settings

Reset your password

Manage Connections

Create a Connection

Edit a Connection

Delete a Connection

Manage Organization details

Show License plan details

Manage Users

Add a User

Block or Unblock a User

Edit a User

Delete a User

Manage User Roles

Add a User Role

Edit a User Role

Assign or Unassign Permissions to a User Role

Delete a User Role

Understand default Roles

Sign out from the application

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Global Features

Understand the navigation bar

Use the search bar

Understand the status bar

Manage the task list

Add a Model Object to the task list

Manage Notifications

Know which user is logged in

Understand warnings and errors

Hide warnings

Understand the available functions in the tables

Use available keyboard shortcuts

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Solutions

Understand Solutions and Projects overview

Create a Solution

Edit a Solution

Set or unset a Solution as favorite

Delete a Solution

Assign a User to a Solution

Remove a User from a Solution

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Projects

Create a Project

Use a Demo Project provided by biGENIUS

Import a Project

Use a Project example provided by biGENIUS

Edit a Project

Delete a Project

Clear the local Git cache for a Project

Understand the Project Metadata Repository content

Understand the Project YAML file content

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Branches

Understand Branch overview

Understand Git Workflow in biGENIUS-X

Create a Branch

Start modeling in a Branch

Checkout a Remote Branch

Activate a Branch

Validate a Local Branch

Push changes from a Local Branch to a Remote Branch

Pull changes from a Remote Branch to a Local Branch

Fetch changes from a Remote Branch to a Local Branch

Start a pull request for a Local Branch

Rebase a Local Branch to the Main Branch

Delete a Local Branch

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Source Systems

Understand Source Systems overview

Manage Discoveries

Understand the Discovery YAML file content

Add a Source System

Edit a Source System

Delete a Source System

Add a Discovery

View a Discovery

Delete a Discovery

Compare Discoveries

Update Source Model Objects from a new Discovery

Create Source Objects from a Discovery

Manage Linked Projects

Export a Project to be used as a Linked Project

Re-export a Project already exported

Import a Project to be used as a Linked Project

Edit an imported Project

Create Linked Model Objects from a Linked Project

Delete an imported Project

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Dataflow Modeling - Overview

Understand Dataflow Modeling overview

Understand the View YAML file content

Create a Dataflow Modeling View

Manage Dataflow Modeling Views

Generate artifacts for a specific Dataflow Modeling View

Display a Dataflow Modeling View / Switch between Dataflow Modeling Views

Set a Dataflow Modeling View as the default

Delete a Dataflow Modeling View

Edit a Dataflow Modeling View

Collapse or expand a Layer in a Dataflow Modeling View

Add a Model Object to a Dataflow Modeling View

Create a Model Object

Create a Model Object with the wizard

Duplicate a Model Object

Edit a Model Object

Delete a Model Object

Delete a Model Object - Multi-delete

Understand the Model Object YAML file content

Remove a Model Object from a Dataflow Modeling View

Remove a Model Object from a Dataflow Modeling View - Multi-remove

Show Data Lineage

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Dataflow Modeling - Wizard Steps

Wizard step - Create Model Object

Wizard step - Create Dataflow

Wizard step - Create Relations

Wizard step - Create Multiple Relations

Wizard step - Create Relations with Role

Wizard step - Create Relations Driving or Not Driving

Wizard step - Map Foreign Key Terms

Wizard step - Map selected Terms

Wizard step - Map selected Business Keys

Wizard step - Add to View

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Dataflow Modeling - Terms

Understand Terms overview

Add a Term

Edit a Term

Edit a Term - Multi-edit

Arrange the order of a Term

Delete a Term

Delete a Term - Multi-delete

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Dataflow Modeling - Term Mapping

Understand Term Mapping overview

Understand Dataflow, Dataflow Set and Dataflow Set Model Object

Create a Dataflow Set

Edit a Dataflow Set

Delete a Dataflow Set

Add a Model Object to a Dataflow Set

Add a Dataflow

Edit a Dataflow

Delete a Dataflow

Arrange Sets

Edit a Dataflow Model Object

Remove a Model Object from a Dataflow Set

Map or unmap a Source Term with a Target Term

Create a Term Mapping

Edit a Term Mapping

Edit a Term Mapping - Multi-edit

Show Term-Based Data Lineage

Delete a Term Mapping

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Dataflow Modeling - Relationships

Understand Relationships overview

Add a Relationship

Edit a Relationship

Delete a Relationship

Have several Relationships to the same Model Object

Handle missing Foreign Key in a Relationship

Show Relationship diagram

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Relationship Modeling

Understand Relationship Modeling overview

Create a Relationship Modeling View

Add a Relationship in a Relationship Modeling View

Manage Relationship Modeling Views

Display a Relationship Modeling View / Switch between Relationship Modeling Views

Set a Relationship Modeling View as the default

Delete a Relationship Modeling View

Edit a Relationship Modeling View

Add a Model Object to a Relationship Modeling View

Save the layout of a Relationship Modeling View

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Generate Artifacts

Understand Generation overview

Generate artifacts

Download generated artifacts

Push the generated artifacts to repository

Generate documentation

Generate code for a specific Model Object

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Project Settings

Manage Project settings and Generator configuration

Upgrade the Generator version

Understand the Advanced Settings overview

Import Advanced Settings

Export Advanced Settings

Manage Default Values

Edit a Default Value

Reset a Default Value

Manage Custom Default Terms

Create a Custom Default Term

Edit a Custom Default Term

Delete a Custom Default Term

Manage Naming Rules

Edit a Naming Rule

Reset a Naming Rule

Manage Default Terms

Edit a Default Term

Reset a Default Term

Manage Custom Properties

Create a Custom Property

Edit a Custom Property

Delete a Custom Property

Manage Template Modules

Create a Template Module

Edit a Template Module

Delete a Template Module

Understand API Documentation

Manage warnings

Unhide a warning

Manage documentation

Download documentation

Understand documentation template

Upload documentation

Understand the Config YAML file content

Preview a Template Module

Reset documentation

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Data Marketplace

Understand the Data Marketplace overview