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Adding and removing relationships between resources

Efficient resource relationship management is key to maintaining a structured data catalog. This topic provides a streamlined approach to adding, removing, and bulk managing these connections between resources.

Adding relationships between resources

To add relationships between resources:

  1. Open a resource page. On the Overview tab, in the Relationships section click Relate resource. The Add relationships window opens.

  2. Alternatively, on the Resource page, browse to the Related tab. Here you can view all the related resources.

    Browse to the Add a related resource tab in the sidebar and click the Add a related resource button. The Add relationships window opens.

  3. In the Relate a new resource section, set the following parameters:

    • From the Resource type dropdown, choose the type of resource you want to relate.

    • From the Relationship type dropdown, choose the type of relationship between the resources. If only one relationship type is available for the resource, this option is disabled.

      The available types of relationships are pre-configured by the administrator. If you cannot find the relationship type you need, please contact your catalog administrator.

    • In the Related resource field, type the resource name and select it from the dropdown. To view all available resources of the selected type, type either the * or ? symbol.

    • Preview the changes and continue to add other relationships, if desired.

  4. To remove a relationship, click the Remove button next to the relationship you want to remove.

  5. Once you have made all changes, click the Save change button. You can now see your changes in the Related tab.

Bulk adding relationships between resources

Bulk adding relationships between resources is designed to streamline data catalog management, allowing you to efficiently establish connections between multiple resources at once. By using this feature, you can ensure consistency, save time, and reduce manual effort, making your data environment more organized and navigable.

To add relationships between resources in bulk:

  1. Open a resource page. On the Overview tab, in the Relationships section, click Relate resource. The Add relationships window opens.

  2. Alternatively, on the Resource page, browse to the Related tab. Here you can see all the related resources.

    Browse to the Add a related resource tab in the sidebar and click the Add a related resource button.

    The Add relationships window opens.

  3. In the Add relationships window, click the Add resources in bulk link to relate multiple resources at once.

  4. On the Specify details page, set the following parameters and click the Continue to select resources button.

    • From the Resource type dropdown, choose the type of resource you want to relate.

    • From the Relationship type dropdown, choose the type of relationship between the resources.

      The available types of relationships are pre-configured by the administrator. If you cannot find the relationship type you need, please contact your catalog administrator.

  5. On the Select resources page, you can see all resources of the selected type available for relation.

    The Filters panel includes various filters to narrow down your search results. The Search bar allows you to quickly find specific resources. Utilize the filter tools, search options, and advanced search capabilities to hone in on the specific resources you want to relate.

    Choose the resources for relating and loop through the various search methods to get your list ready for relating. The list of Selected resources is maintained as you scroll through different search options in preparation for relating.

    The Select resources screen has a paginated list of resources with 50 resources per page, with a maximum of 2000 resources. If you have more than 2000 resources for a type, you will need to apply filters to gain access to additional resources that are initially not visible.

  6. Once you have selected all the resources you want to relate, click the Review changes button.

  7. On the Review changes page, review the relationships. You can remove resources by clicking the Remove button next to the relationship.

  8. Click the Save changes button. You can now see your changes in the Related tab.

Removing relationships between resources

To remove existing relationships between resources:

  1. On the Resource page, browse to the Related tab to view all current relationships between resources.

  2. Locate the relationship you want to remove and click the checkbox next to the resource name to select a resource. Use the Search bar to narrow down the list of relationships.

  3. To select all relationships in the list at once, click the Select all checkbox.

  4. Once you have selected the relationships you want to remove, click the Remove from button.

    The Remove linked resources window opens.

  5. In the Remove linked resources window, click Save change.