DataGalaxy Portfolio Knowledge Hub
The DataGalaxy Portfolio Knowledge Hub brings together product guides, configuration and administration documentation, and release notes to help you get the most out of DataGalaxy Portfolio.
DataGalaxy offers two products: Catalog and Portfolio. This knowledge base covers DataGalaxy Portfolio: core platform notions (concepts, instances, fields, views) and the technical requirements to...
Model your portfolio with concepts and fields, compute values with formulas, and follow alias naming rules.
Fields
Explore Field Types
Review the field types available in DataGalaxy Portfolio, including links between concepts, data types, and views.
Understand Association Fields
Link concepts together with n-n, n-1 and 1-n association fields, and understand how reverse associations work.
Embed Concepts with Embedding Fields
Create parent-child relationships between concepts with embedding fields and understand how deleting a parent affects embedded instances.
Configure a Phases Field
Display a project's evolution over time with a phases field by defining instances, duration, ordering, and hidden or filtered phases.
Configure Workflow Fields
Define workflow statuses and transitions, apply workflows to concepts, and configure filters and rights.
Configure how instances are displayed: layouts, forms, layout groups and switches, and data views such as charts.
What Is a Layout?
Understand what a layout is and identify the tabs, sections, columns, and filters you can use to build one.
Understand Layouts and Forms
Understand how layouts and forms are selected and displayed, including default layouts, creation widgets, full-page mode, groups, and layout switches.
Configure a Graph Chart
Configure a graph chart to highlight paths, filter nodes, and set up sources, arrows, grouping, pagination, and display types.
Best practices and concrete examples of what can be built by combining fields, formulas, automations and views.
Configuration possibilities
Configure Custom Notification Subscriptions
Configure email notifications that users can subscribe to or unsubscribe from, with role-based access and automatic recipient selection.
Track Use Case Status History with Automation
Automatically track use case status changes with history entries that record who changed the status, when, and how long each status lasted.
Build Secure Instance Deletion Automations
Delete instances in bulk with a safer automation that centralizes the deletion scope, adds a review dashboard and threshold, and sends alerts.
Track Instance Creation over Time with Computed Timeseries
Count instances created in each period by combining a per-instance 0/1 timeseries with a global sum.
Import Existing and New Users from a File in Two Phases
Import existing and new users in two phases to create missing users without overwriting existing names.
Display Roles, Users, and Groups in a Table
Display roles, users, and groups assigned to each role in a table.
Automate actions in the platform, such as generating data or sending emails.
Configure and use collaborations based on intentions, including their workflows, subscribers and email notifications.
Configure Collaboration
Configure collaborations: platform and concept intentions, the Subscriptions widget, and the Collaboration field.
Send Email Notifications for Collaboration Messages
Send an email to collaboration subscribers when a new message is posted, using a ready-to-use HTML template.
Use Collaboration
Start collaborations on instances and fields, and receive notifications through the notifications panel, the Subscriptions widget, and email.
Import instances from Excel files and transfer a platform model between environments.
Import Data from Excel
Create and update instances from an Excel file by reviewing how data is read, matched, mapped, previewed, and summarized.
Export and Import a Model
Transfer a platform configuration between pre-production and production environments and review instance scope, matching, users, automations, and connectors.
Integrate your systems with DataGalaxy Portfolio through its API: objects, typed read API, attachments and events.
API fundamentals
Integrate DataGalaxy Portfolio with Your Systems
Integrate DataGalaxy Portfolio with your systems using connectors, the API, and SSE, and configure API authentication and IP whitelisting.
Set Up an Integration
Create an integration, manage its API tokens and JSON configuration, and give it permissions on concepts.
Connect to the Server-Sent Events (SSE) Channel
Listen to platform events in real time by connecting to the Server-Sent Events (SSE) channel with an integration token.
Objects
Create an Object
Create an object through the API with a POST request using field IDs as keys.
Retrieve an object
Retrieve an object and all its field values through the API with a GET request.
Update an object
Update an object's field values through the API with a PATCH request using its ID.
Delete an Object
Delete an object through the API with a DELETE request that uses its ID.
Retrieve Objects That Share a Property
Retrieve all objects that share a field value, such as all instances of a concept, with a GET request.
Update an N-N Association
Link two instances through an existing n-n association by sending a POST request to the events endpoint.
Typed Read API
Get Started with the Typed Read API
Read instances by concept with readable API aliases: create an integration, set permissions, and try the API in its documentation.
Configure Typed Read API Parameters
Control Typed Read API results by retrieving one instance by ID, choosing returned fields, and paginating with limit and startAfter.
Retrieve a List of Instances with Their Field Values
Retrieve all instances of a concept with their field values through the Typed Read API.
Retrieve a Specific Instance with Its Field Values
Retrieve one instance of a concept with its field values through the Typed Read API.
Retrieve the History of a Field over a Time Range
Retrieve the history of a field of an instance over a time range, with the date, origin and value of each change.
Attachments
Retrieve the list of attachments
List the files attached to an attachment field of an instance, with their revision IDs and upload details.
Retrieve an attachment
Download the content of a file attached to an instance, using its revision ID.
Create or Update an Attachment
Upload a file to an attachment field or replace an existing file with the forceUpdate option.
Delete an attachment
Delete a file attached to an instance, using its revision ID.
Set up the DataGalaxy Catalog, Collibra, Jira and webhook connectors and their configuration constants.
Review Available Connectors
Review available DataGalaxy Portfolio connectors and use text and secret constants in connector configurations.
Webhook connector
The webhook connector forwards platform events in real time to external HTTPS endpoints, such as a Make scenario.
Configure the DataGalaxy Catalog Connector
Synchronize DataGalaxy Catalog objects with DataGalaxy Portfolio by configuring setup, synchronization, JSON, and mapping.
Configure the Jira Connector
Configure the Jira connector to synchronize Jira issues with DataGalaxy Portfolio instances, including authentication, mapping, JSON settings, and JQL filters.
Configure the Collibra Connector
Synchronize Collibra assets with DataGalaxy Portfolio by configuring authentication, polling, asset types, and field mappings.
Frequently asked questions about DataGalaxy Portfolio and troubleshooting guides for common issues.
Troubleshooting
Troubleshoot the DataGalaxy Catalog Synchronization
Check the most common causes when instances or values are not synchronized between DataGalaxy Portfolio and the DataGalaxy Catalog connector.
Troubleshoot Common Issues
Troubleshoot common issues with rights, workflows, time zones, login, dropdown options, dashboard figures, and collaboration.
Troubleshoot an Automation Email That Wasn't Received
Troubleshoot an automation email that wasn't received by checking triggers, recipients, conditions, permissions, content, and delivery.
Check a Data Import That Ends with an Error
Check import rights and data conditions before rerunning a data import that ends with an error.
Troubleshoot Browser Access to the Platform
Troubleshoot browser access to DataGalaxy Portfolio by checking your internet connection, DNS resolution, platform errors, and diagnostic tests.