Asset Configuration

Version:
2019.4
Last modified: April 02, 2020

Asset Types

This section contains information about how to assign different types of custom fields to an asset in the Connect data catalog.

  1. Navigate to Administration.
  2. Go to Asset Configuration > Asset type.
  3. Select the required asset type you want to assign to the customer field by clicking Add custom field.
  4. Assign your custom field to the asset. You can assign multiple custom fields.
  5. Click Save.

Custom Fields

A custom field is an attribute assigned to an asset, such as a data source, workflow, or report. This attribute helps to specify what the asset is.

Some attributes can be applied to any asset and some are related only to a specific types of an asset. You can create a completely new attribute, assign it to a specific asset type, and set its value. Custom fields are stored in the Connect data catalog.

Types of Custom Fields

    There are several types of custom fields:

    • Picker: similar to the Dropdown custom field, except that values are populated from the content based on a search query.
    • Drop down: a pre-defined list of hard-coded values. You can define the values while you create the custom field.
    • Text field: information that can be entered only as plain text.
      Creating a Custom Field

      To create a custom field:

      1. Navigate to Administration.
      2. Go to Asset Configuration > Custom Fields > Add Custom Field.
      3. The custom field windows displays. Specify the Name and Type of the custom field.
      4. Select either the Picker, Drop down, or Text custom field type.

      Create a Dropdown Custom Field

      1. Enter a Name for the custom field.
      2. Select Dropdown as the Type in the dropdown list.
      3. (Optional) Specify if the custom field will be visible when empty, simply by checking Visible when empty checkbox.

      Create a Picker Custom Field

      1. Enter a Name in the custom field.
      2. Choose Picker as the Type.
      3. Specify the Picker Query.
      4. (Optional) you can specify if the custom field will be visible when empty, simply by checking Visible when empty checkbox.
      5. You can also specify if the Picker custom field should have multiple selection (multiple items assigned to the asset) or if the field should be inline editable (assign a value to the custom field without editing the asset).
      6. Click Save.

      Create a Text Custom Field

      1. Enter a Name for the custom field.
      2. Choose Text as the Type in the dropdown list.
      3. (Optional) you can specify if the custom field will be visible when empty, simply by checking Visible when empty checkbox.
      4. Click Save.
      Assigning a Custom Field to an Asset Type

      This section contains information about how to assign different types of Custom Fields to an Asset in the Connect data catalog. 

      1. Navigate to Administration.
      2. Go to Asset Configuration → Asset type
      3. Pick the required Asset type (e.g. Report as in the sample below) you want to assign the Custom Field to by clicking the Add custom field... section.  
      4. Assign your Custom Field to the Asset type. 

      Note: You can assign multiple Custom Fields.

       4. Click Save

      Setting a Custom Field Value to an Asset

      This section contains information about how to set a Custom Field value to an Asset. 

      Prerequisite: The given Asset type already has a Custom Field assigned.

      1. Go to the page of the Asset type you want to assign the Custom Field to. 
      2. Click on the Asset you want to update with the Custom Field value.
      3. Click Edit.
      4. Go to the Additional Fields section and set the values to the given Asset.
        • To set a value for the Text and Dropdown Custom Fields without clicking Edit, check the checkbox Visible when empty while creating the Custom Field. See Creating a Text Custom Field and Creating a Dropdown Custom Field.
        • To set a value for the Picker Custom Field without clicking Edit, check the checkbox Inline is editable? and Visible when empty while creating the Custom Field. See Creating a Picker Custom Field.
        • You can choose multiple items for the Picker type if the checkbox Multiple selection is checked while creating the Custom Field. See Creating a Picker Custom Field.
        • You can choose only one option for the Dropdown type.                                                  
      5. Click Save.
      Searching by the Custom Field

      This section contains information about how to search by the Custom Field. 

      1. Click into the Search bar. Choose Advanced Search
      2. Use the Field selector to search by the Custom Field and specify your request. 
      3. You will see the search result(s) instantly.

      For more information how to use and configure Custom fields, please see the Community article How To: Use Custom Fields in Connect

      Asset Identity

      This section contains information about how the asset should be treated in the Connect data catalog. An asset can be treated as an individual asset or as a part of the individual asset.

      Column

      Currently, you can decide how the columns should be treated: as parts of the table or as an individual asset.

      • Choosing to be parts of the table will allow you to increase the metadata synchronization on that asset and reduce the database size. 
      • Choosing to be parts of the table won’t allow you to see the columns in the Search results (however you'll be able to search for them in full text search). 
      • You won't be able to manually change the description of columns.
      • It’s recommended to use this setting on larger volumes of metadata or larger installations.

      Set the Asset Identity for Columns

      1. Navigate to Administration.
      2. Go to Asset Configuration → Asset Identity.
      3. Select the desired option:
        • To treat the columns as parts of the table, select parts of the table. The column won’t be treated as an individual asset and thus won’t be shown in the asset category.
        • To treat the columns as an individual asset, select individual asset. The column will be treated as an individual asset and will be listed in the asset category.
      4. Click Save.

       

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