Documentation

Alation Cloud Service Applies to Alation Cloud Service instances of Alation

Customer Managed Applies to customer-managed instances of Alation

Alation’s documentation features enable you to create written content related to your data. For example, you can define glossary terms, document governance policies and best practices, record metrics and KPIs, and write other text content relevant to your data.

Alation has three documentation feature variants:

  • Document Hubs is Alation’s new documentation solution, in General Availability as of release 2024.3.2. Document Hubs includes a built-in Glossary Terms hub. For help with Document Hubs, see Document Hubs.

  • Glossaries and Terms were introduced in Alation version 2022.2 as a dedicated solution for documenting business and technical terms related to your data. Glossaries and Terms are included within Document Hubs. For help with glossaries and terms when you haven’t enabled Document Hubs, see Glossaries and Terms.

  • Articles are Alation’s original documentation feature. We are in the process of replacing articles with Document Hubs. Articles are not available in the New User Experience. For help with articles, see Articles.

Document Hubs includes the existing Glossaries and Terms feature and replaces the Articles feature. This is explained in more detail below.

Choosing between Articles, Glossaries, and Document Hubs

We recommend using Document Hubs or Glossaries where it meets your needs, so that you minimize migration effort down the road.

If you are not using or creating articles, you should be able to turn articles off in the UI so your users are not confused. Server Admins can use the Feature Configuration page to enable the feature flag Hide all entry points in the UI for Articles and Article Groups.

Document Hubs vs. Glossaries

Document Hubs build on and extend the existing functionality for Glossaries and Terms. When you enable Document Hubs, there will be no functional changes to your existing glossaries and terms. The Glossary Hub is already considered a document hub, glossaries are considered to be folders, and terms are considered to be documents.

Once you enable Document Hubs, future enhancements will automatically apply across all hubs, including the Glossary Hub.

Document Hubs vs. Articles

Document Hubs are the new documentation feature in Alation. They will eventually replace articles. Document Hubs bring a number of important advantages over articles. To facilitate the transition from articles to Document Hubs, Alation has provided a way to migrate articles to Document Hubs. See Migrate Articles to Document Hubs for more information.

Advantages of Document Hubs

Document Hubs aims to elevate the Documentation feature set with enhanced customization and an improved search and discovery experience such that you can organize documentation content as it makes sense for your organization. Here is a comparison on some key functionalities.

Functionality

Articles

Document Hubs/Glossary Terms

Custom fields

Yes

Yes, in parity with Glossary Terms

Custom labels

No

Yes, custom labels for top-level navigation, folder, and document names

Layout customization for document/article pages

No

Yes

Layout customization for folder/article group pages

No

Yes, one folder layout per document hub

Template name and breadcrumbs in search results

No

Yes

Relevant content back reference

Yes (Relevant Articles)

Yes (Mentions)

Version history

Yes

Yes, advanced history with field level changes

Domains

Limited

Yes

Permissions

Yes

Yes

Bulk permissions

No

Yes, on the folder level

Workflow

Limited - Agile Approval

Yes, customizable workflows for requesting changes and adding new objects (requires Data Governance app)

Children (taxonomy or hierarchy)

Yes

Yes, nested folders and subdocuments

Attachments

Yes

No

In addition to the items in the table above, Document Hubs offer the following advantages:

Folder-based Stewardship

  • Folders have layout-enabled templates, so you can assign stewards and people sets on the folder level.

  • You can manage permissions and domains on the folder level and enable documents to inherit the folder settings.

  • Documents are explicitly assigned to folders, making the association completely user-determined rather than determined indirectly by template assignments.

Template Management

  • Documents can only have one template, which provides more consistent layouts. Articles could have multiple templates, leading to inconsistency in layout.

  • Document Hubs can have a default template.

General

  • Document Hubs are faster, more reliable, and more scalable than articles.

  • Document Hubs have extensive public API support with dedicated APIs for both documents and folders.

Migration and Deprecation of Articles

We are aiming to sunset articles in September 2025. You can begin migrating articles to Document Hubs now. There are three possible migration paths to Document Hubs:

Migrate to Document Hubs Using the Dedicated In-Product UI

We have developed an in-product migration solution and additional resources for customers to self-serve at their own pace. This is our recommended solution. See Migrate Articles to Document Hubs for more information.

Migrate to Document Hubs Using APIs

With this option, you will use the Documents API and Folders API (available starting in 2024.1.3) to recreate articles as documents. When you use this option, references to articles in the catalog (@-mentions or object sets) will have to be manually replaced with references to the corresponding document.

This migration path may be a good option if:

  • You have expertise in using APIs

  • You are willing to engineer your own migration solution

  • You are willing to manually update former article references to document references

Migrate to Terms Using the Bulk Utility

With this option, you will use the Bulk Utility to migrate your articles to glossary terms. Then when you enable Document Hubs, your glossary terms will automatically become part of Document Hubs. In a future release, Alation will provide a way for you to move your content to a different document hub if desired.

This migration path may be a good option if:

  • You are satisfied with all your article content being part of the built-in Glossary Hub until Alation provides a way to move content to different document hubs

Effect of Migration on Other Features

When you migrate to Document Hubs, some features you may have used with articles will be limited or won’t work with Document Hubs:

  • Agile Approval. Use Workflows instead (requires Data Governance app).

  • Article references. During migration, references to articles via @-mentions or object sets will be replaced with references to the migrated document, unless you migrate using APIs.

  • Attachments. Article attachments are migrated along with the articles and appear in a Legacy Attachments field on the resulting document. You can download and delete legacy attachments. You can’t upload new attachments to the document. When articles are sunset (expected September 2025), legacy attachments will be removed from documents.

  • Bulk Utility. Will continue to work with terms and the dedicated Glossary Hub only.

  • Suggested Terms (Lexicon). This feature doesn’t work with Document Hubs.

Frequently Asked Questions (FAQ)

Here are answers to some frequently asked questions about the transition to Document Hubs:

  1. What happens to Glossaries and Terms?

    Glossary and Terms will continue to function as is. When the Document Hubs 3 feature flag is enabled, Glossary will become a type of Document Hub. So any enhancements to Document Hubs will be reflected in Glossary and Terms.

  2. What happens to Articles?

    There is no impact to the Articles feature currently. You can still create and use articles in the Classic UI. We are aiming to sunset Articles in September 2025. You can begin migrating articles to Document Hubs at your own pace.

  3. Will we have to pay for the Data Governance app now when we are used to Agile Approval for articles free of cost?

    We understand this is a friction point for current article users and are looking to see how best we can address this issue.

  4. What will the articles migration path look like?

    We have developed an in-product migration solution and additional resources for customers to self-serve at their own pace. See Migrate Articles to Document Hubs for more information.

  5. What will happen to attachments in articles during migration?

    Article attachments are migrated along with the articles and appear in a Legacy Attachments field on the resulting document. You can download and delete legacy attachments. You can’t upload new attachments to the document. When articles are sunset (expected September 2025), legacy attachments will be removed from documents.

  6. What will happen to existing @-mentions or references to articles after migration?

    @-mention of articles and existing references of articles in object sets will be replaced with a migrated document page reference, as it works with terms migration today. The exception is if you migrate using the public APIs, in which case you’ll have to recreate the @-mention manually.

  7. Will Bulk Utility be available to bulk load glossary terms and Document Hubs?

    We are looking to converge with other bulk update methods such as Data Dictionary for Document Hubs. The Bulk Utility will continue to serve Glossary and Terms until an alternative has been developed.

  8. What about migrating a glossary folder to a different Document Hub?

    Moving a folder to a different Document Hub is currently targeted for early 2025.