Arivonix Documentation
Simplifying your Arivonix experience with clear, easy-to-follow guides.
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Getting Started in 5 steps
New to Arivonix? Follow this path to go from the basics to your first analysis.
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Get Started
New to Arivonix? Start here to learn what the platform is and set up your workspace.
Overview
- Overview of Arivonix Platform
A comprehensive environment for data management, analytics, and collaboration through integrated components.
Data & Storage Foundations
Connect data sources and set up the storage and clusters that everything else builds on.
Data Sources
- Data Sources Overview
Manage and access data sources through a centralized integration and sharing interface.
- Creating a Data Source
Connect and configure a new data source for data access and integration.
- Editing a Data Source
Update a data source's connection details and metadata.
Storage Configurations
- Creating and Managing Storage
Centrally manage datasets so you can organize and access data resources efficiently.
- Creating Storage
Create new storage to centrally manage datasets within Arivonix.
Cluster Configurations
- Starting, Stopping, and Editing Clusters
Manage cluster operations by starting, stopping, and modifying configurations to adjust resources.
- Creating a Cluster
Create a cluster to run analytical and query workloads against your data pipelines.
Knowledge Catalog
- Knowledge Catalog Overview
Centrally organize, discover, and manage enterprise data assets across the platform.
- Properties
View key information and metadata about a data source in the Knowledge Catalog.
- Data Lineage
Visualize the relationships and dependencies between tables across your data ecosystem.
Data Products & Clean Rooms
Package, share, and collaborate on data securely through clean rooms and APIs.
Master Data Clean Room
- Master Data Clean Room Overview
Manage centralized data products in a secure environment built for cross-team collaboration.
- Creating a Data Product
Create and configure a data product to organize and manage related data sources.
- Editing Data Products
Update a data product through inline editing or the full edit workflow.
Build Workflows & Pipelines
Transform data and build, schedule, and publish pipelines with the Workflow Designer.
Workflow Basics
- Workflow Designer Overview
Create and manage end-to-end data workflows through a visual interface with minimal coding.
- Creating a Workflow
Build an end-to-end data workflow in the Workflow Designer.
- Edit a Node
Update an existing transformation's configuration and parameters.
Transform: Columns & Rows
- Sort Columns
Sort data columns in ascending or descending order to organize information.
- Filter Columns
Apply filtering conditions so only relevant records continue through the workflow.
- Combining Records
Merge multiple data sources by defining rules for how records are combined.
Transform: Fields & Advanced
- Merge Fields
Combine multiple columns into a single unified field to create composite attributes.
- Split Transformation
Split a single table into multiple tables by assigning specific columns to each.
- Add Tools
Bring specific data-processing tools into a transformation to support your workflow.
Pipelines & Scheduling
- Schedule the Pipeline
Schedule a pipeline to automate its execution at set intervals or based on triggers.
- Stop Scheduled Pipeline
Stop or reschedule a scheduled pipeline execution.
- Publish the Pipeline
Publish a pipeline to make it available for production use and version control.
AI, Agents & Automation
Create agents, prompts, tools, and chatbots that power the Arivonix AI platform.
AI Forge Studio
- AI Forge Studio Overview
A unified environment for designing, configuring, and operationalizing AI-powered solutions.
Agentic AI Designer
- Agentic AI Designer Overview
A centralized workspace for building, orchestrating, and managing intelligent AI agents for production.
- Creating an Agent
Design and deploy an AI agent that combines prompts, reasoning, retrieval, validation, and tools.
- Editing an Agent
Modify an agent's configuration using inline editing in Arivonix AI.
Prompt Designer
- Prompt Designer Overview
Centrally manage and standardize prompts for consistent interactions across agents and language models.
- Creating a Prompt
Create a reusable prompt for a specific use case with Arivonix AI models.
- Prompt Designer Playground
Test, iterate on, and optimize prompts before deployment.
Tools Designer
- Tools Designer Overview
Create and manage custom tools that let AI agents perform tasks like API calls, script execution, and data ret…
- Creating a Tool
Create and configure a custom tool to extend Arivonix functionality.
- Developing a Tool Using Tool Designer
Build a custom tool with specific functionality using the Tool Designer's Code Runner.
A3 Registry
- A3 Registry Overview
A centralized hub for managing Agentic AI services and controlling agent access across teams.
- Creating A3 Registry
Configure and deploy a new A3 Registry to manage AI agents and their access controls.
- A3 Registry Playground
Test and validate A3 Registry agents in real time through an interactive chat interface.
MCP Registry
- MCP Registry Overview
Manage MCP services that expose server-side capabilities to agents and workflows.
- Creating MCP Registry
Register and configure an MCP Registry to handle server-side execution of analytical workloads.
- Edit MCP Registry
Modify an MCP Registry's settings after it's been created.
Workspace
Your unified workspace for analytics, queries, and AI workflows, all in one place.
Overview
- My Workspace Overview
Access a unified suite of analytical and AI tools for working with data and managing workflows.
Knowledge Graph
- Knowledge Graph Overview
Organize connected enterprise data as graphs to enable insights, analytics, and AI use cases.
- Creating a Knowledge Graph
Model entities and their relationships in a logical graph structure.
- Sharing Knowledge Graph
Share a knowledge graph with other users and teams while managing permissions.
Integrated Analytics Dashboard
- Integrated Analytics Dashboard Overview
Access and manage analytics dashboards in a centralized, collaborative workspace.
- Creating a Dashboard
Create and configure a custom dashboard to visualize data from selected schemas and tables.
- Connecting to Tableau
Connect Tableau Server to Arivonix databases to build analytics and dashboards from Tableau Desktop.
Sql Clean Room
- SQL Cleanroom Overview
Run SQL queries and analyze governed data in a secure, compliant environment.
- Running SQL Queries
Run SQL queries against databases and schemas in the secure SQL cleanroom environment.
- Saving a Worksheet
Save and update worksheets to preserve your data and analysis.
Data Access API
- Data Access API Overview
Organize API access groups that expose datasets as APIs with configurable controls and monitoring.
- Creating an API
Create and configure an API for secure data access and querying.
- Editing Data Access API Groups
Modify a Data Access API group's configuration and access settings.
Notebook
- Notebook Overview
Centrally create, manage, and run data exploration and analysis notebooks.
- Creating a Notebook
Create an interactive notebook for querying data, testing code, and validating results.
- Deleting a Notebook
Remove outdated or unnecessary notebooks to keep your workspace organized.
Chatbot
- Chatbot Overview
Manage and configure chatbots with custom settings, knowledge sources, and deployment options.
- Creating a Chatbot
Create and configure a new chatbot to enable automated conversations.
- Editing a Chatbot
Modify a chatbot's configuration, including its data sources, guardrails, and prompts.
Governance & Access
Control who can access what using groups, entitlements, and data rules.
Access Management
- Grant Access Overview
Manage organization- and user-level access permissions with role-based controls.
- Creating a Group
Create a group and add multiple users with specific entitlements to manage access.
- Creating a Child Group
Build hierarchical group structures by adding a child group under an existing parent.
Entitlements
- Entitlements Overview
Control data access and sharing with granular permission rules.
- Create an Entitlement
Define data-access permissions with column-level controls.
- Edit an Entitlement
Modify an entitlement's settings and permissions to keep access controls accurate.
Data Rules
- Data Rules Overview
Validate and maintain data accuracy through automated monitoring and quality checks.
- Creating Data Rules
Create a data rule to enforce data-quality and governance standards across workflows.
- Editing a Data Rule
Modify an existing data rule's sources, description, and tags.