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Viewing and changing source system for resources

About source systems for resources

A new default out-of-the-box metadata field, Source System, now consistently displays the name of the source system (for example, Tableau) for a resource. This helps users discover and organize data by source system, and distinguish similarly named resource types, thereby improving the overall data discovery experience.

The source system information is accessible for:

  • Catalog resources (all resources and analysis)

  • Non-catalog resources (datasets and projects) Although it is not visible on the Overview page for non-catalog resources and cannot be edited directly, you can filter on it across different search pages.

  • You can extend the collections and Glossary pages to include the source system.

    The source system is not available for dataset files, dataset tables, dataset columns, dataset queries, and dataset insights.

The possible source system values include:

  • A metadata collector used to harvest the source system, such as Snowflake, Power BI, etc.

  • data.world

  • A custom source system created for your catalog

source_system_view.png

You can use the source system information to effectively filter search results.

source_system_filter.png

When the collector runs, the source system will automatically populate for resources harvested by it. You have the option to allow users to edit the source system in data.world, or make it read-only. If users edit the source system from data.world, the user-defined value will be honored and not overwritten when the collector runs again.

Viewing and changing source system for resources

To view and change source system for resources:

  1. Browse to a resource.

  2. On the Overview tab, you will see the source system of the resource. The possible values are - a metadata collector used to harvest the source system, data.world, or a custom source system created for your catalog.

  3. To change the source system, click the Edit button. In the Edit window, go the Source system tab and select a source system and click Save.

    source_system_edit.png

Creating custom source system options

Make source system field read-only

source_system_non-editable.png

Enabling source system for business terms

Enabling source system for collections