Free interactive training (Preview) # 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. [Start Foundations](/training/foundations)[See the pathway](#pathway) ## 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. ![Collate Foundations track](/_next/image?url=%2Fimages%2Ftraining%2Fbadge-foundations.webp&w=3840&q=75) Level 1 ### 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 [Start this track](/training/foundations)[See the curriculum](#foundations) ![Collate Practitioner track](/_next/image?url=%2Fimages%2Ftraining%2Fbadge-practitioner.webp&w=3840&q=75) Level 2 ### 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 [Start this track](/training/practitioner)[See the curriculum](#practitioner) ![Collate Administrator track](/_next/image?url=%2Fimages%2Ftraining%2Fbadge-administrator.webp&w=3840&q=75) Level 3 ### 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 [Start this track](/training/administrator)[See the curriculum](#administrator) ## How the track works 01 ### Learn Work through the interactive modules for your level. Each one runs in a live Collate environment in your browser, with nothing to install. 02 ### Check Take a ten question knowledge check. You can retake it. 03 ### 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. Level 1 ### 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 1. Work through the six Foundations modules 2. Pass the knowledge check, which you can retake as often as you like #### Modules [ 1 ##### Getting Started with Collate How metadata gets into Collate, and what the platform does with it once it arrives. 10 min · Open the module ](/training/foundations/getting-started)[ 2 ##### Data 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 module ](/training/foundations/data-discovery-basics)[ 3 ##### Understanding Related Elements Reading an asset in context: its tags, its glossary terms, its owners, and everything else connected to it. 5 min · Open the module ](/training/foundations/related-elements)[ 4 ##### Lineage Basics How to trace a number back to where it came from, at both table and column level. 10 min · Open the module ](/training/foundations/lineage-basics)[ 5 ##### Data Quality Basics How quality is tested and expressed, so you can judge whether an asset is fit for your purpose. 10 min · Open the module ](/training/foundations/data-quality-basics)[ 6 ##### Data 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 module ](/training/foundations/data-description-basics) Level 2 ### Practitioner 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 1. Complete Foundations first 2. Work through the eight Practitioner modules 3. Pass the knowledge check #### Modules [ 1 ##### Data Governance Basics Applying classification at scale using automations and filters rather than tagging by hand. 10 min · Open the module ](/training/practitioner/data-governance-basics)[ 2 ##### AI Automations The general machinery for changing metadata at scale: scope, conditions, actions and cadence, including AI generated descriptions. 15 min · Open the module ](/training/practitioner/ai-automations)[ 3 ##### Data Products Packaging related assets into something with a name, an owner and a consumer. 10 min · Open the module ](/training/practitioner/data-products)[ 4 ##### Reverse Metadata Writing curated metadata back into the source system so context travels with the data. 10 min · Open the module ](/training/practitioner/reverse-metadata)[ 5 ##### Observability and Profiling Measuring the shape of data over time, and sampling sensibly at scale. 10 min · Open the module ](/training/practitioner/observability-profiling)[ 6 ##### Custom Metrics and Alerts Expressing a business specific quality rule in SQL and routing it to someone who can act. 10 min · Open the module ](/training/practitioner/metrics-alerts)[ 7 ##### Custom Governance Workflow Builder Building approval and review processes visually, so governance matches how your organization actually works. 10 min · Open the module ](/training/practitioner/governance-workflow-builder)[ 8 ##### Data Contracts Writing the explicit agreement between the people who produce data and the people who depend on it. 10 min · Open the module ](/training/practitioner/data-contracts) Level 3 ### Administrator 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 1. Complete Foundations first 2. Work through the six Administrator modules 3. Pass the knowledge check #### Modules [ 1 ##### Teams and User Management Mirroring your organization structure with hierarchical teams, and managing the users inside them. 10 min · Open the module ](/training/administrator/user-management)[ 2 ##### Working with Roles and Policies How policies express permissions, how roles carry them, and how they resolve for a user. 10 min · Open the module ](/training/administrator/roles-policies)[ 3 ##### Understanding Personas Tailoring the interface, navigation and AI context for each group in a way you can reproduce. 15 min · Open the module ](/training/administrator/personas)[ 4 ##### Connector Agents An overview of the metadata agents and AI agents that keep the platform current. 10 min · Open the module ](/training/administrator/connector-agents)[ 5 ##### AI Studio Walkthrough Building AI agents and personas with a no code interface, and setting what they can do. 10 min · Open the module ](/training/administrator/ai-studio)[ 6 ##### Collate Agentic Data Platform How context, the knowledge graph and the ontology explorer ground agents in trusted metadata. 15 min · Open the module ](/training/administrator/agentic-data-platform) ## Training 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](/contact-sales) * ✓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 Expand All How much does it cost?+ Nothing. Every module and knowledge check is free and public, and you do not need a Collate license to take them. Do I need a Collate license to take it?+ 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. I use open source OpenMetadata. Does this apply to me?+ 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. Can we run this for our team?+ 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. How long does each track take?+ 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. Can I skip Foundations if I already administer the platform?+ 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. [Start Foundations](/training/foundations)[Contact us](/contact-sales)