Certify a data connection

To help users find the data connections that are trusted and recommended for their analysis, you can establish the process of certifying data connections. You can mark data connection as certified and additionally provide a note to the issued certification. The data connection with the certification indicates that it complies with your organization’s data standards.

Important: If a previously certified data connection is edited, it is automatically uncertified. You will need to re-certify the data connection after each saved change to the data connection. If multiple users are certifying data connection at the same time, the last saved changes are applied.

Prerequisites
  • You have a connection in the Data connections pane.
  • You have all the necessary role permissions granted by an administrator in Access Manager.

  • For the content in Shared with me, you need to have the View and Edit shared content permissions granted by the sharer.

Procedure
  1. On the sidebar, click Data connections.

    The Data connections pane appears.

    Tile view is used by default.

  2. For the data connection, point to More actions, and then click Certify, or if you are editing, Edit certification.

    The Certify data connection dialog appears.

  3. If you declare that the data connection corresponds to your organization’s standards and can be relied upon in the analysis, select the Certify this data connection check box.

  4. (Optional) Provide a note with any important details about the data connection.

  5. Click Save.

    The data connection is certified and marked with a green check mark. Point to the icon to see the certifier name, the date of certification, and the note.

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