docs(automations): Add new doc for Glossary Term Propagation Automati…

…on, other docs cleanup (#11851) Co-authored-by: John Joyce <[email protected]>
datahub-project · Nov 14, 2024 · 62bb5d7 · 62bb5d7
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diff --git a/docs-website/sidebars.js b/docs-website/sidebars.js
@@ -108,6 +108,11 @@ module.exports = {
               type: "doc",
               id: "docs/automations/docs-propagation",
             },
+            {
+              label: "Glossary Term Propagation",
+              type: "doc",
+              id: "docs/automations/glossary-term-propagation",
+            },
             {
               label: "BigQuery Metadata Sync",
               type: "doc",

diff --git a/docs/automations/docs-propagation.md b/docs/automations/docs-propagation.md
@@ -26,7 +26,6 @@ This feature is enabled by default in Open Source DataHub.
 | Column-Level Docs Propagation   | ✔️           | ✔️             |
 | Asset-Level Docs Propagation    | ✔️           | ✔️             |
 | Downstream Lineage + Siblings   | ✔️           | ✔️             |
-| Propagation Rollback (Undo)     | ❌           | ✔️             |
 | Historical Backfilling          | ❌           | ✔️             |
 
 ## Enabling Documentation Propagation
@@ -95,27 +94,6 @@ and then click "Initialize".
 This one-time step will kick off the back-filling process for existing descriptions. If you only want to begin propagating
 descriptions going forward, you can skip this step. 
 
-## Rolling Back Propagated Descriptions (DataHub Cloud Only)
-
-In DataHub Cloud, you can rollback all descriptions that have been propagated historically.
-
-This feature allows you to "clean up" or "undo" any accidental propagation that may have occurred automatically, in the case
-that you no longer want propagated descriptions to be visible. 
-
-To do this, navigate to the Automation you created in Step 3 above, click the 3-dot "More" menu
-
-<p align="left">
-  <img width="15%"  src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/automation/saas/automation-more-menu.png"/>
-</p>
-
-and then click "Rollback".
-
-<p align="left">
-  <img width="15%"  src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/automation/saas/automation-rollback.png"/>
-</p>
-
-This one-time step will remove all propagated tags and glossary terms from Snowflake. To simply stop propagating new tags, you can disable the automation.
-
 ## Viewing Propagated Descriptions
 
 Once the automation is enabled, you'll be able to recognize propagated descriptions as those with the thunderbolt icon next to them:

diff --git a/docs/automations/glossary-term-propagation.md b/docs/automations/glossary-term-propagation.md
@@ -0,0 +1,61 @@
+# Glossary Term Propagation Automation
+
+<FeatureAvailability saasOnly />
+
+## Introduction
+
+Glossary Term Propagation is an automation feature that propagates classification labels (Glossary Terms) across column and assets based on downstream lineage and sibling relationships.
+This automation simplifies metadata management by ensuring consistent term classification and reducing manual effort in categorizing data assets, aiding Data Governance & Compliance, and enhancing Data Discovery.
+
+## Capabilities
+
+- **Column-Level Glossary Term Propagation**: Automatically propagate Glossary Terms to all downstream lineage columns and sibling columns.
+- **Asset-Level Glossary Term Propagation**: Automatically propagate Glossary Terms to all downstream lineage assets & sibling assets.
+- **Select Terms & Term Groups**: Select specific Glossary Terms & Term Groups to propagate, e.g. to propagate only sensitive or important labels. 
+
+Note that Asset-level propagation is currently only support for **Datasets** (Tables, Views, Topics, etc), and not for other asset types including
+Charts, Dashboards, Data Pipelines, Data Tasks.
+
+## Enabling Glossary Term Propagation
+
+1. **Navigate to Automations**: Go to 'Govern' > 'Automations' in the navigation bar.
+
+<p align="center">
+  <img width="20%" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/automation/saas/automations-nav-link.png"/>
+</p>
+
+
+2. **Create An Automation**: Select 'Glossary Term Propagation' from the automation types.
+
+<p align="center">
+  <img width="30%"  src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/automation/saas/glossary-term-propagation/automation-type.png"/>
+</p>
+
+3. **Configure Automation**: Complete the required fields and select 'Save and Run' to activate the automation.
+
+<p align="center">
+  <img width="60%" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/automation/saas/glossary-term-propagation/automation-form.png"/>
+</p>
+
+## Propagating for Existing Assets
+
+In DataHub Cloud, you can back-fill historical data to ensure existing Glossary Terms are consistently propagated across downstream relationships. To begin, access the Automation created in Step 3, click the 3-dot "more" menu, and choose "Initialize." This will kick off the backfill process.
+
+<p align="left">
+  <img width="15%"  src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/automation/saas/automation-more-menu.png"/>
+</p>
+
+and then click "Initialize".
+
+<p align="left">
+  <img width="15%"  src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/automation/saas/automation-initialize.png"/>
+</p>
+
+
+## Viewing Propagated Glossary Terms
+
+Once enabled, propagated Glossary Terms will display a thunderbolt icon, indicating the origin of the term and any intermediate lineage hops used in propagation.
+
+<p align="center">
+  <img width="50%"  src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/automation/saas/glossary-term-propagation/view-propagated-terms.png"/>
+</p>
diff --git a/docs/automations/snowflake-tag-propagation.md b/docs/automations/snowflake-tag-propagation.md
@@ -57,27 +57,6 @@ and then click "Initialize".
 This one-time step will kick off the back-filling process for existing descriptions. If you only want to begin propagating
 descriptions going forward, you can skip this step.
 
-## Rolling Back Propagated Tags
-
-You can rollback all tags and glossary terms that have been propagated historically.
-
-This feature allows you to "clean up" or "undo" any accidental propagation that may have occurred automatically, in the case
-that you no longer want propagated descriptions to be visible.
-
-To do this, navigate to the Automation you created in Step 3 above, click the 3-dot "More" menu
-
-<p align="left">
-  <img width="20%" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/automation/saas/automation-more-menu.png"/>
-</p>
-
-and then click "Rollback".
-
-<p align="left">
-  <img width="20%" src="https://raw.githubusercontent.com/datahub-project/static-assets/main/imgs/automation/saas/automation-rollback.png"/>
-</p>
-
-This one-time step will remove all propagated tags and glossary terms from Snowflake. To simply stop propagating new tags, you can disable the automation.
-
 ## Viewing Propagated Tags
 
 You can view propagated Tags (and corresponding DataHub URNs) inside the Snowflake UI to confirm the automation is working as expected.