1. Latest Release Home
  2. Guides
  3. Concepts
  4. Tools
  5. References
  6. Integrations
  7. Data applications
  8. Data Governance
    1. Data Catalog
    2. Data Quality
      1. Tools
      2. References
        1. Data Quality Package Installation Guide
  9. Release Notes
  10. Incorta Premium
  11. Release Support Policy
  12. Release Model

Data Quality Package Installation and Configuration Guide

This guide provides step-by-step instructions for installing and configuring the Data Quality package in Incorta.

Prerequisites

  • Ensure you have Tenant Owner or Admin privileges to perform this installation.
  • Install the following components from Marketplace → Components: Slicer, Multi Slicer, Dual KPI, and Relative Date Slicer
    • For Cloud Instances:
      1. Navigate to Marketplace → Components.
      2. Search for the components listed above.
      3. Select Install for each component.
      4. Wait for installation to complete.
      5. Verify the installation by confirming the components appear in the installed components list.
    • For On-Prem Installations:
      1. Go to Incorta Marketplace.
      2. Search for and download the components listed above.
      3. Save the component files to your local machine.
  • Identify your metadata database type:
    • On-Premise deployments: MySQL or Oracle (confirm with your administrator)
    • Cloud deployments: MySQL
Important

For Oracle users, Business Rules Compliance Overview features do not function as Data Studio does not support Oracle metadata. As a result, schemas do not load data and the dashboard does not display metrics. The following are affected:

  • Data_Quality_Rules and Data_Quality schemas
  • Data_Quality_BS business schema
  • Business Rules Compliance Overview dashboard

Pre-Installation setup

Upload components to Incorta (On-Premise only)

  1. In Incorta, navigate to an existing dashboard or create a temporary one.
  2. Select Edit to enter edit mode.
  3. Locate and open the Add Insight panel on the right side of the page.
  4. Select External Component → Add Component.
  5. Select Upload, then select the first component file.
  6. Repeat step 5 for each of the remaining components.
  7. Select Refresh or reload the dashboard page.
  8. Verify the installation by opening Add Insight → External Component and confirming that all components are listed.

Create a metadata datasource

  1. Navigate to Data Sources.
  2. Create a new datasource with the following details:
SettingValue
Name_incortametadata (must match exactly)
TypeMySQL or Oracle (based on your metadata DB)
ConnectionMust point to your Incorta metadata database
  1. Test the connection.
  2. Select Save.
Important

The datasource name must be exactly _incortametadata for the package to function.

Installation steps

Step 1: Download and extract the package

  1. Download data-quality-blueprints.zip using:
    • The provided download link, or
    • Select Data Quality → More Options (⋮) → Download Quality Overview Assets
  2. Extract data-quality-blueprints.zip.
  3. The extracted contents include:
    • MySQL folder
    • Oracle folder
    • load_plans.zip file
  4. Navigate into your metadata type folder: MySQL or Oracle
  5. Extract the data-quality.zip file inside that folder.
  6. The extracted data-quality folder contains:
    • schemas.zip
    • business_schemas.zip
    • dashboards.zip

Folder structure overview

data-quality-blueprints/
├── MySQL/
│   └── data-quality/          ← Extract and work from here
│       ├── schemas.zip
│       ├── business_schemas.zip
│       └── dashboards.zip
├── Oracle/
│   └── data-quality/          ← Extract and work from here
│       ├── schemas.zip
│       ├── business_schemas.zip
│       └── dashboards.zip
└── load_plans.zip            ← Use from parent folder

Step 2: Import schemas

  1. Navigate to Schema → Import.
  2. Select schemas.zip from the extracted data-quality folder.
    • The location is MySQL/data-quality/schemas.zip for MySQL and Oracle/data-quality/schemas.zip for Oracle.
  3. Enable Overwrite (required for both new installs and upgrades).

Imported schemas

  • _incortaGovernanceMetadata
  • Metadata_Quality_Evaluation
  • Metadata_Quality
  • Data_Quality_Rules
  • Data_Quality
  • DataCatalog_DataQualityEvaluation
  • DataCatalog_DataQuality

Step 3: Import business schemas

  1. Navigate to Business Schema → Import.
  2. Select business_schemas.zip from the extracted data-quality folder.
  3. Enable Overwrite (required for both new installs and upgrades).

Imported business schemas

  • Data_Quality_BS
  • Metadata_Quality_BV
  • Data_Quality_Overview

Step 4: Import dashboards

  1. Navigate to Content → New → Import Folder/Dashboard.
  2. Unzip dashboards.zip from the extracted data-quality folder.
  3. Enable Overwrite for each dashboard (required for both new installs and upgrades).

Imported dashboards (under Data Quality → Governance Overview)

  • Data Quality
  • Metadata Quality
  • Business Rules Compliance
Note

The imported dashboards are intentionally accessible only from the Data Quality → Overview page and do not appear in the standard dashboard search.

Step 5: Import and configure load plan

  1. Navigate to Scheduler → Load Plan → Import Load Plan.
  2. Select load_plans.zip from the main data-quality-blueprints folder (not from inside MySQL/Oracle).
  3. Enable Overwrite (required for both new installs and upgrades).

Imported load plan

  • Data Quality Load Plan: Refreshes data quality metrics and rules
  • Default Schedule: Weekly
  • To Modify Schedule:
    1. Navigate to Scheduler → Load Plans.
    2. Select the plan to modify.
    3. Select Edit Schedule.
    4. Adjust frequency and timing as needed.
    5. Save changes.

Post-Installation verification

Verify schemas

  1. Navigate to Schema.
  2. Confirm that all seven schemas are present.

Verify load plans

  1. Navigate to Scheduler → Load Plans.
  2. Confirm both load plans exist.
  3. Check configuration and schedule settings.

Verify business schemas

  1. Navigate to Business Schema.
  2. Confirm all three business schemas are present.
  3. Ensure tables are accessible without errors.

Verify dashboards

  1. Navigate to Data Quality → Overview.
  2. Verify all three overview tabs are visible.
  3. Open each overview to confirm it loads properly.

Initial load

After installation, you must run the load plans as follows:

  1. Navigate to Scheduler → Load Plans.
  2. Select Data Quality Load Plan → Run Now.
  3. Wait for completion (monitor progress in Schema → Load Jobs).
  4. After the load finishes successfully, verify that all overview tabs under Data Quality display data.

Dashboard customization requirements

To customize the overview dashboards, Data Governors require the following permissions:

  • Analyze User role
  • View access to all required imported schemas and business schemas

Grant access

Tenant Owners or Admins should complete the following steps to grant access:

  1. Add Data Governors to a group with the Analyze User role assigned.
  2. Share the following schemas with the Data Governor group:
    • Imported Schemas (7):
      • _incortaGovernanceMetadata
      • Metadata_Quality_Evaluation
      • Metadata_Quality
      • Data_Quality_Rules
      • Data_Quality
      • DataCatalog_DataQualityEvaluation
      • DataCatalog_DataQuality
    • Business Schemas (3):
      • Data_Quality_BS
      • Metadata_Quality_BV
      • Data_Quality_Overview
Note

Without these permissions, Data Governors can view dashboards only when the folder is shared with at least View permission, and cannot edit or customize them.