Metadata Freshness Review Automation
About the automation
Important
You must run the Metadata Freshness Refresh automation before running this automation.
This automation enables Data Stewards to schedule regular metadata reviews, effectively enhancing the freshness of resource collections. The automation process alleviates uncertainties by ensuring consistent data updates.
The automation examines selected resource fields for freshness and establishes a shelf life in days. If the field value remains unchanged within the set period, the resource will be tagged as Not Fresh. Upon completion, the automation generates a report, providing users with comprehensive insights into the results.
Important
Only Organization administrators can view, configure, and run automations.
Configuring the automation
To configure the automation:
On the Organization profile page, go to the Automations tab.
In the Automation templates section, locate the Metadata Freshness Review template. Click the Configure button.
In the Configure Metadata Freshness Review window, on the first screen set the following and click Next.
Automation name: A name for the automation.
Automation description: A brief description.
In the Configure Metadata Freshness Review window, on the next screen set the following and click Next.
Collection: Select the collection for the automation.
Resource types: Select the resource types the automation should check.
Metadata Fields: Select the metadata field Refreshed On that represents the last time the resource was refreshed. This field is created by the Metadata Freshness Refresh automation.
Shelf Life (Days): Set the number of days that a resource should be considered fresh.
On the last screen, set a schedule for the automation. You can set it to run daily, weekly, or monthly at a specific time. After activation, the automation will execute on the scheduled day and time (within a 30-minute window of the scheduled time). Click Save and continue.
Enabling automations
Once you have finished setting up the automation, the next step is to turn it on. This action will enable the automation to run.
To enable an automation:
On the Organization profile page, go to the Automations tab.
In the Automation section, locate the automation you want to enable and open it by clicking it.
Click the Enable automation link. This option is available only for automations that have never been enabled. If you enable an automation and then disable it, it cannot be enabled again.
Running the automation
To run the automation:
On the Organization profile page, go to the Automations tab.
In the Automation section, locate the automation you want to run. Open the Automation details page.
Click the Run button.
After the automation is done running, a report is generated and made available in the Project created for the automation.
Viewing the report
To view the automation run report:
On the Organization profile page, go to the Resources tab.
From the Resources tab of the Organization profile page, locate the Project that contains the report for the automation. View the details captured by the automation. Each time the automation runs, it adds a new report to the same project.
Archiving automations
Important
Once you archive an automation it cannot be enabled again. Only active automations can be archived.
To archive an automation:
On the Organization profile page, go to the Automations tab.
In the Automation section, from the Activated tab, locate the automation you want to archive and open it.
Click the Archive automation link.The archived automation is moved to the Archived tab.
