User'S Guide: Ibm Infosphere Business Glossary
User'S Guide: Ibm Infosphere Business Glossary
User'S Guide: Ibm Infosphere Business Glossary
Version 9 Release 1
Users Guide
SC19-3735-00
Note
Before using this information and the product that it supports, read the information in Notices and trademarks on page
23.
Copyright IBM Corporation 2006, 2012.
US Government Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contract
with IBM Corp.
Contents
Chapter 1. Viewing business glossary
content . . . . . . . . . . . . . . . 1
Searching for business glossary content . . . . . 1
Browsing the business glossary . . . . . . . . 2
Filtering a list . . . . . . . . . . . . . 3
Browsing hierarchical trees . . . . . . . . 4
Viewing business lineage . . . . . . . . . . 4
Viewing blueprints . . . . . . . . . . . . 5
Saving results to a file . . . . . . . . . . . 6
Chapter 2. Looking up terms in
documents with InfoSphere Business
Glossary Anywhere . . . . . . . . . . 9
Getting started with the desktop browser . . . . . 9
Getting started tour: Configuring the settings . . 10
Getting started tour: Searching for terms and
other assets . . . . . . . . . . . . . 12
Appendix A. Product accessibility . . . 17
Appendix B. Contacting IBM . . . . . 19
Appendix C. Accessing and providing
feedback on the product
documentation . . . . . . . . . . . 21
Notices and trademarks . . . . . . . 23
Index . . . . . . . . . . . . . . . 27
Copyright IBM Corp. 2006, 2012 iii
iv Users Guide
Chapter 1. Viewing business glossary content
You can view information in the business glossary in a variety of ways.
Once you are logged in to InfoSphere
Business Intelligence and view the business lineage of certain assets, if your
instance of InfoSphere Business Glossary is configured to support these features.
The following example illustrates how a business user gets the company business
definition of terms.
An insurance agent reads a company document on her computer about risks. She
needs to know how her company defines Assigned Risk 3 to process claims
correctly. She selects the phrase Assigned Risk 3 in the document and captures
the phrase by using text capture. InfoSphere Business Glossary Anywhere searches
the names and descriptions of terms and categories in the business glossary on
InfoSphere Information Server for the phrase Assigned Risk 3. The search results
are displayed in an open window on the agent's computer. The agent selects a
particular term from the list to get more information about that term. She can see
the details page of that term in InfoSphere Business Glossary.
Getting started with the desktop browser
You can take tours of how to set up and use IBM InfoSphere Business Glossary
Anywhere.
The video tours are Adobe Flash. The recommended screen resolution is 1280x1024.
You must have a web browser with a Flash player installed to view the video. To
download the Flash player, go to http://www.adobe.com.
Copyright IBM Corp. 2006, 2012 9
The Flash video is not accessible. If you cannot view or do not want to view the
Business Glossary Anywhere tour as a video, the following topics provide
information that is equivalent to the information that is presented in the Flash
video.
Getting started tour: Configuring the settings
The first time that you use IBM InfoSphere Business Glossary Anywhere, you can
modify the settings for text capture methods, display, network connection, and
search scope.
Before you begin
You must have the Business Glossary Basic User role or higher to access the
business glossary.
Procedure
1. Right-click the book icon ( ) in the system tray and then select Settings.
2. On the Text Capture tab, select the method to capture words for a business
glossary search. The available text capture methods, Keyboard and Mouse and
Keyboard from Selected Text, are enabled by default.
Note the following information about the capture settings:
v The keyboard shortcut that you select must not be configured for another
program or be a default keyboard shortcut, for example Ctrl+C.
v The mouse button that you select (Left, Middle, or Right) refers to its
physical location on your mouse. It does not refer to the primary or
secondary mouse button.
v With a few applications, you might need to use the Keyboard from Selected
Text method because the Keyboard and Mouse method does not capture text
correctly.
3. On the Host Configuration tab, enter the following information:
a. Host name and port number to connect to IBM InfoSphere Business
Glossary. Contact your InfoSphere Business Glossary administrator for the
host name and port information.
b. User name and password. The user name must be configured in IBM
InfoSphere Information Server to have one of the following InfoSphere
Business Glossary roles:
v Business Glossary Basic User
v Business Glossary User
v Business Glossary Author
v Business Glossary Administrator
c. Optional: If Windows desktop single sign-on is configured for your IBM
InfoSphere Information Server installation and you want to use your
Windows log in credentials as the log in credentials for InfoSphere Business
Glossary, select the Use Desktop Authentication check box.
4. Optional: On the User Preferences tab, do the following actions:
v Select the number of search results on each screen display.
v Disable the initial Welcome screen if you do not want to see it when
InfoSphere Business Glossary Anywhere starts up.
v Disable the screen display of help text.
10 Users Guide
v Choose in which language to display InfoSphere Business Glossary
Anywhere.
5. On the Search Items tab, you can select the types of assets and other items that
you want to search for. Term, Category are selected by default.
6. Click OK to save the configuration settings.
7. (Required if HTTPS is enabled.) If the IBM InfoSphere Information Server port
being connected to uses HTTPS, the first time that you access InfoSphere
Business Glossary Anywhere a message about HTTPS is displayed if the
certificate from the server is not trusted. If you receive such a message, then
you must install a security certificate. One method of doing so is by following
these steps with your Microsoft Windows Internet Explorer web browser:
a. Open Windows Internet Explorer. In the address field, type the connection
information to connect to IBM InfoSphere Business Glossary. Use the
following format:
https://host_server:port/bgwhere host_server is the Host Name and
port is the Port Number as configured in the Host Configuration tab of the
InfoSphere Business Glossary Anywhere Settings screen.
Note: The following steps describe the procedure to follow with Windows
Internet Explorer 7.0. Other Internet Explorer versions might require slightly
different steps.
b. On the page that warns you about a problem with the security certificate,
click Continue to this website (Not recommended.)
c. Click Certificate Error at the top of the window, then click on View
certificates.
d. Click the Certification Path tab.
e. Click the root path that is displayed at the top of the Certification Path
window.
f. Click View Certificate.
g. Click Install Certificate to launch the Certificate Import Wizard.
h. Follow the Certificate Import Wizard prompts, and click Finish. You can
store the certificate in any security store.
i. On the Security Warning screen, click Yes to install the certificate.
j. Double click on the open book icon to reopen InfoSphere Business Glossary
Anywhere and connect to the business glossary.
Results
A green circle icon ( ) in the lower right corner of the application indicates that
InfoSphere Business Glossary Anywhere is connected to the business glossary
server. You can begin to search for business glossary assets.
You can view the settings at any time. Click the menu icon ( ) in the upper right
corner of the application and then select Settings.
To keep the InfoSphere Business Glossary Anywhere window on top of all other
open windows, click the Always on Top icon ( ) in the upper right corner of
the application.
Chapter 2. Looking up terms with InfoSphere Business Glossary Anywhere 11
Getting started tour: Searching for terms and other assets
You can search for the business meaning of information assets that are included in
text-based documents on your computer.
Before you begin
v You must have the Business Glossary Basic User role or higher to access the
business glossary.
v IBM InfoSphere Business Glossary Anywhere on your computer must be
connected to the server on which IBM InfoSphere Business Glossary is installed.
A green circle icon ( ) in the lower right corner of the application indicates
that InfoSphere Business Glossary Anywhere is connected to the InfoSphere
Business Glossary server.
Procedure
1. Highlight a word or phrase in a document by using the text capture method
that you selected. To view your text capture method, hover over the book icon (
) in your system tray. For example, if you selected the keyboard and mouse
capture method, press the key and then drag the cursor while you hold down
the mouse button. For example:
InfoSphere Business Glossary Anywhere automatically opens and displays
matches for the words that you capture.
As an alternative to highlight, open InfoSphere Business Glossary Anywhere
from your system tray and type the words to search for into the text box at the
top.
12 Users Guide
As you type in text, terms or other assets that match what you highlighted or
typed are automatically displayed. You can select an asset from the search
results, or continue to type in text and then click Search.
If you search for more than one word, InfoSphere Business Glossary Anywhere
searches for the words exactly as you type them. For example, if the asset types
to find are set to terms and categories, and you search for the phrase User
Account, terms and categories that have the word User or Account in
their Name property are displayed. The search is not case sensitive.
2. Optional: If there are no results or if you want to also search the Short
Description property, click the Try an extended search link that is below the
last search result. The Name property of the assets that are selected on the
Search Items tab are searched for any of the words in the text string. The Short
Description property is searched for the complete text string.
3. Click the name of a result in the list of search results to display its detailed
information such as the context path, steward, and other assets that are
assigned to asset. The information is displayed in the InfoSphere Business
Glossary Anywhere window. For example:
Chapter 2. Looking up terms with InfoSphere Business Glossary Anywhere 13
You can also click the Open in Browser icon ( ) to see the details of an
asset in InfoSphere Business Glossary. For example:
4. If your instance of IBM InfoSphere Business Glossary is configured to work
with IBM Cognos, you can also search for references to terms in IBM Cognos
Business Intelligence. Click the search Cognos icon ( ) in the InfoSphere
Business Glossary Anywhere term details window, as shown in the following
figure.
14 Users Guide
The search finds reports that contain the term name in the report. As shown in
the following figure, it returns all business intelligence artifacts that IBM
Cognos supports.
5. If your instance of IBM InfoSphere Business Glossary is configured to support
business lineage, you can click the business lineage icon ( ) to view
business lineage for supported assets such as BI reports, report models, and
applications.
Chapter 2. Looking up terms with InfoSphere Business Glossary Anywhere 15
A business lineage report is a read-only report that displays the flow of
information between assets. For example, a business lineage report for a BI
report might show the flow of data from one database table to another
database table. From the second database table, the data flows into a BI report
collection table and then to a BI report. The display shows the context of the
database tables and the BI report collection table.
16 Users Guide
Appendix A. Product accessibility
You can get information about the accessibility status of IBM products.
The IBM InfoSphere Information Server product modules and user interfaces are
not fully accessible. The installation program installs the following product
modules and components:
v IBM InfoSphere Business Glossary
v IBM InfoSphere Business Glossary Anywhere
v IBM InfoSphere DataStage
For information about the accessibility status of IBM products, see the IBM product
accessibility information at http://www.ibm.com/able/product_accessibility/
index.html.
Accessible documentation
Accessible documentation for InfoSphere Information Server products is provided
in an information center. The information center presents the documentation in
XHTML 1.0 format, which is viewable in most Web browsers. XHTML allows you
to set display preferences in your browser. It also allows you to use screen readers
and other assistive technologies to access the documentation.
The documentation that is in the information center is also provided in PDF files,
which are not fully accessible.
IBM and accessibility
See the IBM Human Ability and Accessibility Center for more information about
the commitment that IBM has to accessibility.
Copyright IBM Corp. 2006, 2012 17
18 Users Guide
Appendix B. Contacting IBM
You can contact IBM for customer support, software services, product information,
and general information. You also can provide feedback to IBM about products
and documentation.
The following table lists resources for customer support, software services, training,
and product and solutions information.
Table 1. IBM resources
Resource Description and location
IBM Support Portal You can customize support information by
choosing the products and the topics that
interest you at www.ibm.com/support/
entry/portal/Software/
Information_Management/
InfoSphere_Information_Server
Software services You can find information about software, IT,
and business consulting services, on the
solutions site at www.ibm.com/
businesssolutions/
My IBM You can manage links to IBM Web sites and
information that meet your specific technical
support needs by creating an account on the
My IBM site at www.ibm.com/account/
Training and certification You can learn about technical training and
education services designed for individuals,
companies, and public organizations to
acquire, maintain, and optimize their IT
skills at http://www.ibm.com/software/sw-
training/
IBM representatives You can contact an IBM representative to
learn about solutions at
www.ibm.com/connect/ibm/us/en/
Copyright IBM Corp. 2006, 2012 19
20 Users Guide
Appendix C. Accessing and providing feedback on the
product documentation
Documentation is provided in a variety of locations and formats, including in help
that is opened directly from the product client interfaces, in a suite-wide
information center, and in PDF file books.
The information center is installed as a common service with IBM InfoSphere
Information Server. The information center contains help for most of the product
interfaces, as well as complete documentation for all the product modules in the
suite. You can open the information center from the installed product or from a
Web browser.
Accessing the information center
You can use the following methods to open the installed information center.
v Click the Help link in the upper right of the client interface.
Note: From IBM InfoSphere FastTrack and IBM InfoSphere Information Server
Manager, the main Help item opens a local help system. Choose Help > Open
Info Center to open the full suite information center.
v Press the F1 key. The F1 key typically opens the topic that describes the current
context of the client interface.
Note: The F1 key does not work in Web clients.
v Use a Web browser to access the installed information center even when you are
not logged in to the product. Enter the following address in a Web browser:
http://host_name:port_number/infocenter/topic/
com.ibm.swg.im.iis.productization.iisinfsv.home.doc/ic-homepage.html. The
host_name is the name of the services tier computer where the information
center is installed, and port_number is the port number for InfoSphere
Information Server. The default port number is 9080. For example, on a
Microsoft
Windows
Printed in USA
SC19-3735-00