Manage (Open, Unlock, Rename, and Delete) a Data Quality Project

This topic describes how to manage a data quality project by using Data Quality Client such as open, unlock, rename, and delete a data quality project.

In This Topic

• Before you begin:

  Limitations and Restrictions

  Prerequisites

  Security

• Open a Data Quality Project

• Unlock a Data Quality Project

• Rename a Data Quality Project

• Delete a Data Quality Project

Before You Begin

Limitations and Restrictions

• You cannot open a locked project that is created by another user.

• You cannot unlock, rename, or delete a data quality project that is created by another user.

• You cannot delete a locked data quality project. You must first unlock it to delete.

• You can only unlock a data quality project that is created by you.

Prerequisites

You must have at least one data quality project to manage.

Security

Permissions

You must have the dqs_kb_editor or dqs_kb_operator role on the DQS_MAIN database to manage a data quality project.

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Open a Data Quality Project

1. Start Data Quality Client. For information about doing so, see Run the Data Quality Client Application.

2. In the Data Quality Client home screen, click Open data quality project. The Open project screen appears.

   Alternately, you can directly open a data quality project listed under Recent data quality project area by clicking it.

3. In the Open project screen, click to select the data quality project that you want to open, and click Next.

4. The data quality project opens at the same state of the activity where it was last closed. A data quality project has the following states:

   • For the Cleansing activity, a data quality project can have the following states: Cleansing - Map, Cleansing - Cleanse, Cleansing – Manage and View Results, and Cleansing – Export.

   • For the Matching activity, a data quality project can have the following states: Matching - Map, Matching - Matching, Matching – Survivorship, and Matching – Export.

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Unlock a Data Quality Project

When you create a data quality project, it is in a locked state to prevent usage or modification by other users. You must unlock the data quality project after you have completed your work if you want other users to work on your data quality project. A lock symbol is displayed for projects that are locked.

1. Start Data Quality Client. For information about doing so, see Run the Data Quality Client Application.

2. In the Data Quality Client home screen, click Open data quality project. The Open project screen appears.

3. In the Open project screen, right-click a locked data quality project that is created by you, and then click Unlock in the shortcut menu. A green check mark is displayed for the project indicating that it is unlocked.

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Rename a Data Quality Project

1. Start Data Quality Client. For information about doing so, see Run the Data Quality Client Application.

2. In the Data Quality Client home screen, click Open data quality project. The Open project screen appears.

3. In the Open project screen, right-click a data quality project that is created by you, and then click Rename in the shortcut menu.

4. The data quality project name becomes editable in the Name column. Type a new name, and then press Enter.

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Delete a Data Quality Project

1. Start Data Quality Client. For information about doing so, see Run the Data Quality Client Application.

2. In the Data Quality Client home screen, click Open data quality project. The Open project screen appears.

3. In the Open project screen, right-click an unlocked data quality project that is created by you, and then click Delete in the shortcut menu.

4. A confirmation message appears. Click Yes.

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