MDQE
This page guides you through the overview, installation, and use of Cinchy's MDQE function.
MDQE, which stands for Metadata Quality Exceptions, can send out notifications based on a set of rules and the “exceptions” that break them. This powerful tool can be used to send notifications for exceptions such as:
- Healthchecks returning a critical status
- Upcoming Project Due Dates/Timelines
- Client Risk Ratings reaching a high threshold
- Tracking Ticket Urgency or Status markers
- Unfulfilled and Pending Tasks/Deliverables
- Etc.
In a nutshell, MDQE monitors for specific changes in data, and then pushes out notifications when that change occurs.
To install MDQE in your Cinchy environment, follow the below steps:
- 1.Download the MDQE Installation package.
- 2.Unzip the file.
- 3.Open an instance of Powershell as an Administrator and navigate to the path where you extracted the MDQE package in step 2 > Metadata Quality Exceptions V.x > Metadata Quality Exceptions.
- 4.Run the following command to install all MDQE components in your environment, using the table below as a parameter guide.
.\CinchyDXD.ps1 install `
-s "url.com/Cinchy" `
-sso "url.com/CinchySSO" `
-u "CinchyDQE" `
-p "cinchy" `
-c "C:\Cinchy CLI\Cinchy CLI v4.12.0.564" `
-d "C:\Cinchy CLI\Cinchy CLI Error Logs" `
-y
Parameter | Description |
---|---|
-s | The base URL of your Cinchy instance, without the protocol. |
-sso | The base URL of your Cinchy SSO, without the protocol. |
-u | Username. We recommend creating a new, specific user for this install. Example: CinchyDQE |
-p | The password for the user designated above. |
-c | This refers to the path where you have your CLI installed. |
-d | This refers to a temporary path for storing error logs. |
-h | This flag must be added for environments set up with https. |
5. Within the MDQE file package, navigate to the Powershell - DQE Orchestration folder.
6. Extract the contents.
7. Navigate to the _config.json file and update the parameter values using the below as a guide. Make sure to save when finished.
Parameter | Description |
---|---|
CinchyServerProtocol | Defaulted to HTTPS |
CinchyServer | The base URL of your Cinchy instance.
Example: Cinchy.net |
CinchyServerSSO | The base URL of your Cinchy SSO.
Example: Cinchy.net/SSO |
APIClientSecret | You can find this value in the Integrated Clients table > mdqe row > Guid column in your Cinchy instance. |
CinchyCLIPath | The path to your CLI.
Example: C:\Cinchy CLI\Cinchy CLI v4.12.0.564 |
CinchyCLITempPath | The path for storing error logs.
Example: C:\Cinchy CLI\Cinchy CLI Error |
MailServer | The server that will be sending out your email notifications.
Example: smtp.office365.com. |
MailPort | The port number for your chosen email server.
Example: 25. |
MailFrom | The email account that notifications will come from.
Example: [email protected] |
Mail Subject | A subject line for outbound emails.
Example: Data Quality Exception found. |
MailUser | The username for the email address above. This may be the same as the address itself.
Example: [email protected] |
MailPswd | The password for the email account above. |
- 1.In the environment where you installed MDQE, search for and open the [Cinchy MDQE].[Rules] table.
- 2.Using the “Create Rule” view and the following data, create your Rule:
Column | Description |
---|---|
Name | The name of your rule. This must be unique across the rules.
Example: Project Timeline Start Date Exception |
Table | Table: The table on which the exception scenario needs to be evaluated
Example: Projects |
Table Columns | The columns in the table that should be highlighted in the case of an exception
Example: Start Date |
Signature | The CQL for your exception condition.
Example: [Start Date] is null |
Description | A description of the rule.
Example: This exception will trigger if the start date of a project is left blank. |
User Assignment | This is the owner of the exception. You will use this when you want to assign the rule to a Cinchy user.
Example: John Smith |
Severity | Choose from the drop down list.
Example: Low
Note : In case you would like to define your own severity, use [Cinchy MDQE].[Severity] table. You would need admin privileges to view this table |
Send Notifications | Choose from the drop down list. Use “Never” if you do not want email notifications sent out.
Example: Daily
Note : In case you would like to define your own Notification frequency, use [Cinchy MDQE].[Notification schedule] table.You would need admin privileges to view this table |
Use the “Invalid Rules” view to correct Rules with have syntax errors
All exceptions can be viewed in the [Cinchy MDQE].[Data Quality Exceptions] table
- The Default view only displays exceptions assigned to the currently logged in user.
- The All Data view displays all exceptions. This is only visible with admin privileges.
Ways to debug your rules:
- If your Powershell scripts aren't running: Run the script files in the Powershell - DQE Orchestration folder using an IDE to make sure that all the configurations are correct.
- Check to see if your bugged Rule is part of the “Invalid Rules” view.
- If you have admin privileges, check to see if an equivalent SQL statement has been created in the [Rules CQL] table.
- Check if there is a row for the Rule’s Signature value in the [Cinchy].[Formatting Rules] table.
You can use the Windows Task Scheduler to run MDQE jobs at regular intervals.
- 1.Navigate to your MDQE installation package > Windows Task Scheduler Jobs folder.
- 2.Import the files into the Windows Task Scheduler, updating the parameters accordingly.
Last modified 5mo ago