Matillion ETL Admin Menu Overview

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What do you need to do for changes made within administrative tools to take effect?

Restart the server

Which option is not available in the Admin menu for users running HA instances?

User Configuration

What is contained in the downloaded server log file 'catalina.out'?

Server logs in plaintext

Which menu option allows you to manage database drivers in Matillion ETL?

Manage Database Drivers

Which action will occur if you click on 'Matillion ETL Updates' in the Admin menu?

Open a pop-up window with updates

Why is it recommended to immediately download the server log file after an error occurs?

To capture recent error history before it's lost

In which mode is the 'Manage Groups' feature available in Matillion ETL?

Enterprise mode

What action can admins perform using the 'Manage Permissions' feature in Matillion ETL?

Adjust permission settings for groups

When is the 'Audit Log' feature accessible in Matillion ETL?

When working within a project

What is the purpose of enabling 'Product Improvement Metrics' in Matillion ETL?

To collect anonymous usage data

What does the 'Migrate' feature in Matillion ETL enable users to do?

Transfer resources between instances

Where can Matillion ETL be backed up from if not through the in-client Admin menu?

GCP Console

What is the recommended action before upgrading an instance in Matillion ETL?

Perform a backup

What must a new user do before being added to a project in Matillion ETL?

Log in at least once

How can users control access to Matillion ETL in terms of security?

By using internal and external security methods

What is the purpose of the 'Set Realm Parameters' form in Matillion ETL?

To allow LDAP integration for external users

In Matillion ETL, what action is necessary to enable SSL?

Enable SSL in the menu

Why are passwords entered via User Configuration displayed in plaintext?

To improve security measures

What happens if External security is chosen in Matillion ETL?

Existing users configured in Internal security can still log in

What is the significance of uploading SSL certificates in Matillion ETL?

'Clients' can validate the identity of the server

What is the purpose of the 'Manage Database Drivers' function in Matillion ETL?

'Upload' JDBC drivers for Database Query components

What is the best course of action before enabling SSL in Matillion ETL?

'Upload' SSL certificates for validation

What is the main goal of the guide for new Matillion ETL users?

To get users running simple tasks quickly

Which panel in the Matillion ETL interface can be used to access Components, Shared Jobs, and Environments?

Navigation Panel

What is the purpose of the Admin Menu in Matillion ETL?

To manage user permissions

Which menu option in Matillion ETL allows users to access a list of options related to the current Project?

Project Menu

What key functionality does the Shared Jobs and Environments Panel provide in Matillion ETL?

Management of Shared Jobs and Environments

In Matillion ETL, where can users access a list of options related to the current Project?

Project Menu

What can be done in the 'Manage Project' option in Matillion ETL?

Set a name, description, and permissions for sharing the current project

What is the primary purpose of the 'Version Manage Versions' feature in Matillion ETL?

Manage different versions of the current project

What action does the 'Admin' option 'Manage Credentials' in Matillion ETL allow users to perform?

Configure credentials for integrating with the Matillion ETL environment

In Matillion ETL, what does the 'Manage OAuth' feature enable users to configure?

OAuth for various APIs used in sourcing data

What can be done using the 'Data Sharing Export' option in Matillion ETL?

Export selected jobs, environments, and variables for use in other projects

Which action is NOT possible using the 'Recycle Bin' feature in Matillion ETL?

Restore deleted versions

'Change My Password' in Matillion ETL allows users to:

'Refresh' their password without changing it

'Manage Shared Jobs' in Matillion ETL enables users to:

'Group' individual workflows under a single custom component for reuse

'Manage Error Reporting' in Matillion ETL is used to:

'Set up' error notifications at user-specified intervals

'Add Environment' in Matillion ETL is used to:

'Create' new environments for data processing tasks

What type of jobs generally manipulate data in the form of tables?

Transformation Jobs

How can users link multiple components together in Matillion ETL?

By dragging one component over another

What must all Orchestration Jobs start with in Matillion ETL?

Start component

What do the rings around a component on the job canvas represent in Matillion ETL?

Connection options

What is the purpose of adding notes on the job canvas in Matillion ETL?

To group components together

In Matillion ETL, what is the purpose of the Components Panel?

Viewing available components

How are the available components updated when switching between Orchestration and Transformation jobs in Matillion ETL?

Automatically

Which feature in Matillion ETL allows users to perform custom calculations on table columns?

'Available Components'

Why do Transformation Jobs and Orchestration Jobs have different sets of components in Matillion ETL?

'Component' functionality differences

'Job Canvas' in Matillion ETL allows users to __________.

Group multiple components together for easier visualization.

What does the Environments panel in Matillion ETL describe?

A single connection to a database

What is the primary purpose of the Properties Panel in Matillion ETL?

To reveal detailed information about components

In Matillion ETL, what functionality does the Lineage tab offer within the Properties Panel?

Track columns across transformations

What can users do by right-clicking on a component in the Canvas in Matillion ETL?

Run just that single component

Which tab in the Tasks Panel of Matillion ETL allows users to search the current project for matching components?

Search

What feature does the Admin dropdown menu provide to users with 'Admin' privileges in Matillion ETL?

Managing the Matillion ETL instance

In Matillion ETL, what are the Properties tabs commonly used for?

Producing sample data outputs

'Run just that single component' is an option available when doing what in Matillion ETL?

(A) Right-clicking on the job canvas

In Matillion ETL, what is the primary function of the 'Tasks' tab in the Tasks Panel?

List up to 20 tasks attempted by the user

What is displayed in the 'Notices' tab within the Admin Menu in Matillion ETL?

Notifications concerning updates to Matillion ETL project

What is the purpose of the 'Manage Groups' feature in Matillion ETL?

To create, edit, and remove user groups

What action can be performed using the 'Download Server Log' option in Matillion ETL?

Download server logs of the Matillion ETL instance

What information can users access through the 'Support Information' option in the Help dropdown menu in Matillion ETL?

Advanced contact details for Matillion ETL support

What does enabling 'Product Improvement Metrics' in Matillion ETL allow users to do?

Collect anonymous usage data to help improve the product

What is the main function of 'Restart Server' in Matillion ETL?

Restart the current Matillion ETL instance

How does 'Manage Database Drivers' contribute to functionality within Matillion ETL?

Uploads JDBC Drivers for use with Database Query components

What does 'Manage Backups' entail in terms of functionality in Matillion ETL?

Configuring automatic backups and testing schedules

What benefit does enabling SSL in Matillion ETL provide?

Securing communication by allowing HTTP and HTTPS requests

What is the primary purpose of 'Manage Permissions' in Matillion ETL?

Adjust permission settings for user groups

Study Notes

Admin Menu Overview

  • The Admin dropdown menu allows administrators to access various administrative tools.
  • Only administrators can view and access the Admin menu.
  • Some options may be unavailable for users running HA (clustered) instances.

Admin Menu Tools

  • Download Server Log: downloads the Tomcat Catalina server logs of the Matillion ETL instance.
  • Matillion ETL Updates: opens the Matillion ETL Updates pop-up window.
  • User Configuration: allows admins to manage users, internal and external security, and SSL.
  • Manage Groups: allows admins to create, edit, and remove groups (only available in Enterprise Mode).
  • Manage Permissions: allows admins to adjust permission settings for groups (only available in Enterprise Mode).
  • Audit: shows a list of significant activity within a Matillion ETL instance (only available when in a project and only in Enterprise Mode).
  • Product Improvement Metrics: allows the collection of anonymous usage data to help Matillion build a better product.
  • Migrate: allows transferring certain resources from one instance to another.
  • Restart Server: allows admins to restart the Matillion ETL instance.
  • Manage Database Drivers: allows uploading JDBC drivers for use with Database Query components.
  • Manage Backups: allows testing and scheduling automatic backups of the instance.

User Configuration

  • Internal Security: uses an instance-based database of username, passwords, and privileges.
  • External Security: uses an existing directory server (e.g., OpenLDAP or Microsoft Active Directory).
  • SSL: allows enabling SSL and uploading SSL certificates to validate the identity of the server.

Other Features

  • Shared Jobs Panel: allows users to bundle entire workflows into a single custom component.
  • Environments Panel: lists environments associated with the current instance, along with their schemas, tables, and columns.
  • Properties Panel: displays detailed information about a component, including properties, export, sample, metadata, lineage, SQL, and help.
  • Tasks Panel: shows information about tasks that have been run during the current session.
  • Admin Menu: allows administrators to manage the Matillion ETL instance.### Navigation Panel
  • Displays all available jobs in a Matillion ETL project
  • No limit to the number of jobs in a project
  • Double-clicking a job opens it on the Job Canvas
  • Right-clicking in the panel allows creating, deleting, importing, exporting jobs, and creating job folders

Job Types

  • Orchestration Job: loads and unloads data to tables and file storage, staging data
  • Transformation Job: manipulates data in the form of tables
  • Each job is made up of a series of tasks, each represented by a "component"

Job Canvas

  • Displays the contents of a selected job
  • Each open job is represented by a tab above the job canvas
  • Components can be found in the Components panel and dragged onto the job canvas
  • Components must be linked together in the order they will be executed

Component Connections

  • Green / Success: Continue to the next component if executed successfully
  • Red / Failed: Continue to the next component if failed to execute
  • Grey / Unconditional: Continue to the next component regardless of success or failure
  • Blue / Iterate: Continue to another component (regarding iterator components)

Components Panel

  • A collapsible list of all components available to the currently selected job type
  • Search field at the top allows searching for specific components by name
  • Each component embodies a particular function, from moving data to performing custom calculations
  • Components are named according to their function

Shared Jobs and Environments Panel

  • Allows managing user privileges and access rights
  • Configures and manages HTTP and HTTPS requests
  • Manages database drivers, backups, and groups (Enterprise Mode only)
  • Displays a log of all activity on the Matillion ETL instance

Help Menu

  • Provides a list of useful information about Matillion ETL
  • Includes getting support, sending advanced enquiries, and managing connections
  • Displays information about the current Matillion ETL version and licenses

Learn about the various administrative tools available in the Matillion ETL instance via the Admin dropdown menu. Explore options such as managing user configurations, SSL, database drivers, backups, groups, permissions, auditing, metrics, and migrating notes. Note that only administrators can access this menu.

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