Accessing the Toolkit
The Governance Toolkit can be found in the Admin section of Domo, under Governance then Toolkit.Note:
If the tool you wish to use is not enabled, please reach out to your Account Executive.
Required Grants
To access the Governance Toolkit, a user will need 1 of 2 grants enabled for a user. Grants can be added to a custom user role. The Administer Custom Pipeline Process grant is enabled for Admin users by default.- Create Custom Pipeline Processes
- This grant will allow a user to create, update, share and delete jobs.
- This grant will only allow a user to see jobs that they created or jobs that have been shared with them.
- Administer Custom Pipeline Processes
- This Grant will allow a user to create, update, share and delete jobs.
- this grant will allow a user to see all jobs
Types of Jobs
There are two different job types to choose from: Tag Settings or Configuration DataSet. A Tag Settings job allows users to create a job with prebuilt Domo tags. Users are be able to filter to a subset of datasets or dataflows and then apply Domo generated tags to those datasets or dataflows. A Configuration DataSet job uses your input dataset to determine which datasets or dataflows will have custom tags.Creating a Tag Settings Job
- In the navigation header, go to Admin.
- Under Governance, select Toolkit
- Select Tag Management.
- Select + New Job
- Enter the following information:
- Job name (required)
- Job description (optional)
- Select DataSets
(optional)
- You can add filtering to narrow down which DataSets you would like to include in the backup job.
- Each filter category will work as an AND statement.
- Each value in a filter category will work as an OR statement.
- Tag the Selected policies you wish to add to your filtered DataSets.
Tagging Policies Reference Guide
DataSet Aging | Will add a tag of how long it has been since the DataSet was last run. Aging is bucketed into different categories. Example: 30+ days, 60+ days, etc. |
DataSet Certification | Will add a tag for the current certification state of the DataSet. |
DataSet Lineage | Will add tags about how many downstream DataSets, DataFlows, and Cards the DataSet has, as well as the DataSet type of the parent DataSet, if any. |
DataSet State | Will add a tag of the current state of the DataSet. |
Owner Email | Will add a tag with the DataSet owner’s email. |
Owner Inactive | Will add a tag indicting if the DataSet owner is no longer a Domo user. |
Owner Name | Will add a tag with the DataSet owner’s name. |
Owner Role | Will add a tag with the DataSet owner’s role. |
Owner Title | Will add a tag with the DataSet owner’s title. |
- Apply tags to (required)
- Run Logs (required)
- New DataSet : Creates a new DataSet in your Domo instance and all runs of the job will write logging to the new DataSet.
- Existing DataSet : Combines multiple DataSet Tagging jobs into a single logging DataSet.
- Email(s) to receive notifications (optional)
- You can add user emails to this field.
- Users will receive an email notification from Domo each time the job runs.
-
The notification will outline what the job did during the run and any failures that occurred.
Creating a Configuration Dataset Job
- In the navigation header, go to Admin.
- Under Governance, select Toolkit
- Select Tag Management.
- Select + New Job
- Enter the following information:
- Job name (required)
- Job description (optional)
- Select your Configuration DataSet
- Handle existing Tags (required)
-
Run Logs (required)
Each job will keep track of executions and information surrounding the job at hand.
- New DataSet: Creates a new dataset in your Domo domain. All runs of the job will writ logging to the new dataset.
- Existing DataSet: Allows you to combine multiple DataSet Tagging jobs into a single logging dataset.
-
Email(s) to receive notifications (optional)
- You can add user emails to this field.
- Users will receive an email notification from Domo each time the job runs.
-
The notification will outline what the job did during the run and any failures that occurred.
Running a Job
Each job has an Enabled Toggle. This will control how a job is run.- Disabled
- The job will only execute when the job is manually run.
- Active
- The job will execute every 12 hours.
- A Configuration DataSet job will run when the configuration dataset updates.
