Skip to main content

Customizable Landing Page with Pluggable Panels

OpenMetadata’s customizable landing page allows admins to tailor the layout based on the user’s persona, providing a more relevant and enriched experience. The landing page is built using pluggable panels, which can be added, removed, or rearranged to meet the unique needs of different personas, such as data scientists, data engineers, or data stewards.

Customize App Layout

Use the App Layout category on a persona to set the app mode, the default landing page, and the starting view for pages that offer more than one layout. Changes apply to every user assigned to the persona. To open these settings:
  1. Navigate to Settings > Personas. Settings page with the Personas card highlighted
  2. Select a persona.
  3. Click the Customize UI tab. Customize UI tab with the App Layout card
  4. Click the App Layout card.
After you change a setting, click Save. Click Reset to discard your changes. Customize App Layout page with App Mode, Default Landing Page, and View Mode settings

App Mode

Use App Mode to choose the experience users of this persona see when they open the app and haven’t picked an app mode themselves. A user’s own app mode choice takes priority over the persona setting.
  • No default: Uses the organization default.
  • Classic (deprecated): Uses the standard catalog experience. For more information, see Default App Mode.
  • AI: Starts in the AI assistant.

Default Landing Page

Use Default Landing Page to choose where users of this persona land when they open the app. The default is Home (My Data). Select one of the following pages from the dropdown:
  • General: Home (My Data), Explore, and Lineage.
  • Data Marketplace: Marketplace, Domains, and Data Products.
  • Observability: Data Quality, Incident Manager, and Insights.
  • Govern: Glossary, Classification, and Metrics.
Default Landing Page dropdown with pages grouped by section OpenMetadata sends users to this page when the app first opens. This happens after sign-in, after a page reload, or in a new browser tab. A deep link that a user opened before signing in takes priority. OpenMetadata doesn’t redirect later visits to the home page inside the app, such as when a user clicks the logo.

View Mode

Use View Mode to set the starting view for pages that offer more than one layout. Pages without a setting open in Table view. To set a starting view:
  1. Click Add Page.
  2. Select a page.
  3. Choose its view.
The following pages and views are available:
  • Domains: Table, Grid, or Tree.
  • Sub Domains: Table or Grid.
  • Data Products: Table or Grid.
  • Learning Resources: Table or Grid.
View Mode Add Page menu listing Domains, Sub Domains, Data Products, and Learning Resources Users can still switch the view on the page.

How to Customize a Landing Page:

  1. Set Up Personas: After defining personas, navigate to Settings > Persona.
Set Up Personas
  1. Select a Persona: Customize a landing page for a specific persona (e.g., data steward) and then select homepage to customize it.
Select a Persona Full-page Customize Home Page editor with Add Widgets, Reset, and Save in the header Customizing the Home Page and the entity pages opens a full-page editor. If you exit with unsaved changes, an Unsaved changes prompt asks “Do you want to save or discard changes?” Click Save changes or Discard. Unsaved changes dialog with Discard and Save changes buttons
  1. Add Widgets: In the Customize Home Page editor, click Add Widgets.
Customize Home Page editor with Add Widgets, Reset, and Save
  1. Select Widgets: In the Customize Home dialog, select All Widgets, select the widgets to show, and click Apply. A tick marks a widget that is already on the page. The dialog lists only widgets that can be shown.
Customize Home dialog with the list of available widgets
  1. Header Theme: Optional: in the Customize Home dialog, select Header Theme to preview the home page header and select its background color.
  2. Rearrange and Save: Drag a widget by its handle to change its position, or click the trash icon to remove it. Click Save to apply the layout, or Reset to discard your changes.

Available Widgets

The following widgets are available:

Example Use Case:

For a data scientist, the KPIs widget may be removed, while prioritizing Yours and Followed and Team Activity. A data engineer might add the Pipeline Status widget, while a data steward might include widgets focused on data governance, such as Domains and Data Products.

Full-Page Editor

In AI mode, customizing the Home Page and the entity pages under Governance and Data Assets opens a full-page editor. The other categories open in the modal.
  • The breadcrumb starts at Settings > Personas and shows the persona and the page you are editing.
  • The header has Add Widgets, Reset, and Save, and a close icon to leave the editor.
  • If you exit with unsaved changes, an Unsaved changes prompt asks whether to save or discard them. Click Save changes or Discard. If you have no unsaved changes, you leave without a prompt.
Full-page Customize Home Page editor with Add Widgets, Reset, and Save in the header Unsaved changes dialog with Discard and Save changes buttons

Customize Glossary Pages

The Review tab, where reviewers decide on glossary term proposals, is a customizable tab of the Glossary page. For a persona, rename, move, or hide it.
  1. Click the Profile icon and navigate to Settings > Personas, then select the persona. Personas page listing the available personas
  2. On the Customize UI tab, click the Governance card. Customize UI tab of a persona with the Governance card
  3. Click the Glossary card. Governance customization page with the Glossary card highlighted
  4. Under Customize Tabs, the Review tab is listed after Terms. Click the ⋮ icon next to Review and select Rename or Hide. Drag the tab to change its position. Customize Glossary page with the menu of the Review tab open, showing the Rename and Hide options
  5. Click Save to apply your changes. Use Reset to discard them.
A hidden tab appears as a grey tab in the same row. To show the Review tab again, click the ⋮ icon on it and select Show.

Switching Between Personas

Users can switch between different personas without logging out or reconfiguring the platform. Upon switching, the application’s landing page and configuration adjust automatically to reflect the new role.

Setting a Default Persona:

Users can set a default persona, so the system displays the layout and settings relevant to that role every time they log in. Admins can also make a persona the organization default. Open the persona in Settings > Personas and click Set as Default in the page header. To undo it, click Remove Default. For more information, see Manage a Persona.

Use Case Examples:

1. Data Engineer

  • Needs: Data pipeline monitoring, data quality, and task management.
  • Customized Landing Page: Includes the Pipeline Status, Data Quality, and My Tasks widgets. The KPIs widget might be deprioritized.
  • Persona-Specific Widgets: Add the Pipeline Status widget for real-time updates on data workflows.

2. Data Steward

  • Needs: Access to the assets they own and follow, performance indicators, and governance gaps.
  • Customized Landing Page: Prioritizes the Yours and Followed and KPIs widgets, while removing unnecessary widgets such as Pipeline Status.
  • Persona-Specific Widgets: Data stewards might add the Domains and Data Products widgets to spot missing owners and descriptions.

Future Customizations:

OpenMetadata plans to expand persona-based customization beyond landing pages to entity pages as well. For example:

1. Entity Pages Customization:

Users can add panels that display specific metadata, such as product-related knowledge articles or glossary terms associated with an entity.

2. Knowledge Panel Expansion:

Additional panels like Product Knowledge Articles or Service Status will allow deeper insights based on the user’s role.