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ConverSight.ai Admin Guide

  • Getting Started
  • Organization Administrator
  • Data Administrator

Libro User Guide

  • Libro
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Data Administrator

  • This section will help the data administrator to create new datasets, provide access to the users and to add new vocabularies to the column.

  • Data administrator is having three menus,

    • Data Management

    • SME Coaching

    • Dataset Access

Data Management

  • You can create new datasets, connectors and provide required access in the dataset to the user. It has three menus,

    • Datasets

    • Connector

    • Security

Datasets

  • Datasets is having three features,

    • Search Bar

    • Create New

    • Table

Search Bar

  • You can search a single record from list of records available in the table. The searched profile alone gets displayed from the list of records.


Search

Create New

  • To create a new dataset you have to follow few steps listed below,

    • Dataset Creation

    • Select Connectors

    • Choose Objects

    • Relationship

    • Knowledge Base

    • Publish


    Create New

Dataset Creation

  • Enter the name, description, choose the Sub Domain and click Next to go to next step. Sub Domain is must to identify which domain the dataset belongs to.


    Data Set

Select Connectors

  • You can select the database which you are using under this section. Basically, we are providing three connectors.

    * Oracle
    
    * Postgres
    
    * Excel
    
  • If your datasets are available in postgres or oracle in your organization, you can choose the one you use.

  • If you want to upload your data in the form of excel file, you can select Excel as your connector type.

  • You can create your own connector under the Connector menu if the provided connectors do not suit yours.

  • Select any of the connectors and click Next to go to next step.


    Data Set

Choose Objects

  • The tables available in the selected connector will be displayed here.


    Objects

  • To choose the objects follow the below steps,

    • Select the required table you want and click Describe Tables.


      Objects

    • Available column of the table will be displayed.


      Objects

    • You can select the columns which are required for that dataset and click Next.


      Objects

Relationship

  • This section allows you to map columns of different tables.

Knowledge Base

  • You can select the category, type, unit and add vocabulary for the columns you selected.


    Knowledge Base

Category

  • You can choose the category to know to about the column category.


    Knowledge Base

Type

  • You can choose the menu to know about the column type.


    Knowledge Base

Unit

  • You can select the required unit for that type in which the insights need to be displayed, while asking questions based on this column.


    Knowledge Base

Default

  • Enabling this button will make the selected unit default for that column.


    Knowledge Base

Vocabulary

  • Click on the Vocabulary menu to add the equal synonyms or the ways in which the queries can be asked for that column.


    Knowledge Base


    Knowledge Base

  • Enter the synonyms and click tick icon and the added words will be displayed in the table.


    Knowledge Base

  • Click Next button to go to next section.

Publish

  • The final step is publishing the dataset for access. Click on the next button in the previous section will publish the dataset and you can check the status by click the here link word displayed on the screen.


    Knowledge Base

  • The newly created dataset will be displayed in the table of records.


    Knowledge Base

Table

  • The table contains list of datasets with its name, sub domain, description, status, created at and edit.

  • You can change the dataset name, description and sub domain by under Edit column in the table.


    Knowledge Base

Connector

  • This section allows you to create new connectors, change the files in the excel connector and delete the unwanted connectors.


    Connector

Create New

  • Click Create New.

  • Enter Connector Name, Description and select the Connector Types.


Create New

  • If you select excel connector, upload the excel or csv file from your machine.

  • Click Save to add the new connector.

  • You can change the excel or csv file you uploaded into the connector if needed. It can be done in the Actions menu.


Create New

Security

Note: We will see detail about Security later.

SME Coaching

  • This option is to add synonyms, change category, type, unit for the columns that are available in the dataset.

  • Any of the things you forget to add or select in the dataset creation can be added here.

    • Select the required dataset from the list of datasets available on the left side.

    • The table name, column name is displayed on the right side.

    • You can change the Category, Type, Unit, enable/disable the default option, you can add synonyms here.


SME

Dataset Access

  • You can provide dataset access to the required users.

  • After you select Dataset access menu, a window will be displayed with the list of users.


Dataset Access

  • Click Actions for the user you need to give access, a popup will appear.


Dataset Access

  • Select the datasets under Dataset dropdown and click save.


Dataset Access

← Organization AdministratorLibro →
  • Data Management
    • Datasets
    • Connector
    • Security
  • SME Coaching
  • Dataset Access
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