Collate Training
Learn to find and assess trusted data in Collate, then to maintain and govern it. Three tracks, built on interactive product demos. Free and self-paced.
Training for data consumers, stewards and administrators
Data consumers learn to find and assess trusted data. Stewards learn to add and maintain metadata at scale. Administrators learn to set up access, automation and the AI features that run on the platform.
Every module is built on an interactive demo of Collate, so you work through the steps in the product itself.
Learn in the product
Each module is an interactive walkthrough of the real Collate interface, running live in your browser. There is nothing to install.
Free and open
Every module and knowledge check is public and free. Work through them at your own pace, in any order.
Built for whole teams
Foundations is for anyone who uses data. Practitioner and Administrator are for the people who maintain and configure the platform.
Open source friendly
Collate is built on OpenMetadata, so OpenMetadata users already know most of Foundations.
Three levels, one pathway
Start with Foundations. Move on to the level that matches what you are accountable for.
Foundations
Find and trust data
For everyone who needs to find, understand and use trusted data. No prior experience with Collate assumed.
- Who it is for
- Analysts, product managers, engineers, and business users across the organization
- Prerequisite
- None
- Time to complete
- About 1 hour
- Modules
- 6 interactive modules
Practitioner
Contribute and maintain metadata
For the people accountable for data assets: adding and maintaining metadata, tests and contracts.
- Who it is for
- Data stewards, data owners, domain subject matter experts
- Prerequisite
- Foundations recommended
- Time to complete
- About 1.5 hours
- Modules
- 8 interactive modules
Administrator
Configure, secure and automate
For the people who run the platform. Covers access control, automation and the AI capabilities that sit on top of your metadata.
- Who it is for
- Platform administrators, data platform engineers, governance leads
- Prerequisite
- Foundations recommended. Practitioner helps.
- Time to complete
- About 1 hour
- Modules
- 6 interactive modules
How the track works
Learn
Work through the interactive modules for your level. Each one runs in a live Collate environment in your browser, with nothing to install.
Check
Take a ten question knowledge check. You can retake it.
Apply
Repeat the steps in your own Collate or OpenMetadata instance. The modules use the same interface.
The curriculum
Every module below is a live interactive demo that runs in your browser. Start anywhere; nothing is locked.
Foundations
Find and trust data
What you will be able to do
- Search across every asset type and narrow a broad result set with tags and filters
- Find trusted data assets and understand why they are trusted
- Interpret ownership, glossary terms, classifications and lineage
- Navigate from a business glossary term to the physical assets behind it
- Trace a data asset back to its source through lineage
- Assess whether a given dataset is fit for your purpose
- Request a description change when you do not have the rights to make it
How the track works
- Work through the six Foundations modules
- Pass the knowledge check, which you can retake as often as you like
Modules
Getting Started with Collate
How metadata gets into Collate, and what the platform does with it once it arrives.
10 min · Open the moduleData Discovery Basics
Finding the asset you need among tens of thousands, and narrowing a broad search down to a usable shortlist.
10 min · Open the moduleUnderstanding Related Elements
Reading an asset in context: its tags, its glossary terms, its owners, and everything else connected to it.
5 min · Open the moduleLineage Basics
How to trace a number back to where it came from, at both table and column level.
10 min · Open the moduleData Quality Basics
How quality is tested and expressed, so you can judge whether an asset is fit for your purpose.
10 min · Open the moduleData Description Basics
How descriptions are written, requested, discussed and versioned, including what to do when you lack the rights to edit.
10 min · Open the modulePractitioner
Contribute and maintain metadata
What you will be able to do
- Enrich and maintain metadata at scale using automations rather than manual edits
- Apply classification and sensitivity tags consistently across domains
- Build scoped, scheduled automations that maintain metadata without manual edits
- Improve the discoverability of the assets you own
- Build and monitor data quality tests that catch issues before consumers do
- Package related assets into data products with clear ownership
- Design governance workflows that match how your organization approves things
- Write a data contract that turns a consumer assumption into an enforceable term
How the track works
- Complete Foundations first
- Work through the eight Practitioner modules
- Pass the knowledge check
Modules
Data Governance Basics
Applying classification at scale using automations and filters rather than tagging by hand.
10 min · Open the moduleAI Automations
The general machinery for changing metadata at scale: scope, conditions, actions and cadence, including AI generated descriptions.
15 min · Open the moduleData Products
Packaging related assets into something with a name, an owner and a consumer.
10 min · Open the moduleReverse Metadata
Writing curated metadata back into the source system so context travels with the data.
10 min · Open the moduleObservability and Profiling
Measuring the shape of data over time, and sampling sensibly at scale.
10 min · Open the moduleCustom Metrics and Alerts
Expressing a business specific quality rule in SQL and routing it to someone who can act.
10 min · Open the moduleCustom Governance Workflow Builder
Building approval and review processes visually, so governance matches how your organization actually works.
10 min · Open the moduleData Contracts
Writing the explicit agreement between the people who produce data and the people who depend on it.
10 min · Open the moduleAdministrator
Configure, secure and automate
What you will be able to do
- Provision and manage users, teams and their access
- Design roles and policies that enforce separation of duties
- Use personas to tailor the interface to how each group works
- Configure and schedule connector agents across your stack
- Build and govern AI agents in AI Studio
- Explain how the agentic platform grounds AI in your own metadata
How the track works
- Complete Foundations first
- Work through the six Administrator modules
- Pass the knowledge check
Modules
Teams and User Management
Mirroring your organization structure with hierarchical teams, and managing the users inside them.
10 min · Open the moduleWorking with Roles and Policies
How policies express permissions, how roles carry them, and how they resolve for a user.
10 min · Open the moduleUnderstanding Personas
Tailoring the interface, navigation and AI context for each group in a way you can reproduce.
15 min · Open the moduleConnector Agents
An overview of the metadata agents and AI agents that keep the platform current.
10 min · Open the moduleAI Studio Walkthrough
Building AI agents and personas with a no code interface, and setting what they can do.
10 min · Open the moduleCollate Agentic Data Platform
How context, the knowledge graph and the ontology explorer ground agents in trusted metadata.
15 min · Open the moduleTraining a whole team
Teams can use the tracks as they are: Foundations for everyone who uses data, Practitioner for the stewards who maintain it. For training built around your own rollout, contact us.
Contact us- Use Foundations across the business and Practitioner for your stewards
- Map the tracks to your existing role definitions and capability levels
- Give new starters one place to learn the platform
Training FAQs
Nothing. Every module and knowledge check is free and public, and you do not need a Collate license to take them.
No. Every module runs in a hosted demo environment in your browser. A license only helps if you want to repeat the same steps in your own Collate instance.
Yes, and you will have a head start. Collate is built on OpenMetadata, so navigation, lineage, glossary and data quality concepts carry across. The modules that cover managed capabilities such as connector agents and AI Studio are specific to Collate.
The tracks are public, so a team can work through them exactly as they are. If you want something shaped around your own rollout or capability framework, get in touch.
Foundations takes about an hour, Practitioner about 90 minutes, and Administrator about an hour. Those figures cover the guided modules and the knowledge check at a steady pace. Allow more if you stop to try things in your own instance as you go.
Yes. Nothing is locked. Foundations is still the best place to start: it is short, and it covers the vocabulary the later modules use.
Start with Foundations
Every track is free and self-paced. Foundations takes about an hour and assumes no prior experience with Collate.