Enterprise docs

Generic resources

The product offers support for a wide variety of resources, such as, business terms, analyses, metadata tables, and columns. However, if you want to catalog resources that don’t fit under any one of these categories, you can use the Generic Resources to get such data in the system.

Generic resources are always added using the import feature. Once imported, you can manage them like any other resources in the application, that is, edit them, view the data lineage (where applicable), make change suggestions, discuss, and delete them.

Accessing generic resources

From the Organization Page

Like all other resources, generic resources are available from the Resources section of the Organization page.

org_page_generic_resources.png

Using Search

Use the following search queries to get a list of the generic resources:

  1. To view all the generic resources you have access to: resourcetype:catalogEntry

  2. To view the generic resources by owner: owner:"Owner_Name" AND resourcetype:catalogEntry

generic_resources_search.png

Editing generic resources

Admins can make edits to the resources to constantly improve the quality of the resources. Users of the resources get an option to Suggest Edits to the resources which is a great way of making improvements to the content of the resources.

generic_resources_user_view.png

To edit a generic resource:

  1. From the List page of the resources, click the resource you wish to edit.

  2. In the Overview section, click the Edit button to make required changes from the Edit window.

    1. On the Overview tab, set the title and description and add tags to the resource. You can also change the Collection on the resource. A resource can belong to multiple collections.

      generic_resources_edit_window.png
    2. On the Status tab, set the status as Approved, Pending, Deprecated, Rejected, Warning (these options can vary for each organization). Even though the status is optional, it is a good practice to set a status as it helps users of the data to identify the reliability of the data.

      generic_resources_edit_window_status_tab.png
  3. If other users have suggested changes, you will see a note on the top of the page. Click the Review suggestion link to get to the Approvals tab where you can see the suggested change.

    generic_resources_review_suggestions_overview_tab.png
  4. On the Approval tab, review and accept or reject the suggestion.

    generic_resources_review_suggestions.png
  5. In addition to suggesting changes to a resource, users can also start discussions around a resource. Go to the Discussion tab to monitor the ongoing discussions and participate in them. The Discussion tab captures all the communication between users about the resource.

    • You get an option to Flag or Like comments in a discussion. Flagging notifies a moderator of potentially inappropriate content in the post.

    • The contents on the Discussion tab are grouped into topics. Use the default topic or start a new one. Define the discussion topic, the category (General or To dos), and the first comment for the topic. Comments in topics are written in Markdown and can contain images and links.

      generic_resources_discussions.png

2. Managing access

Access permissions for Generic resources are inherited from the Organization. All Basic members and Content creators in an organization can view the generic resources. Only admins of the organization can manage the resource, that is review and approve suggested changes, delete the resource, and give admin access to other users.

If as an admin you feel that no one should be using the resource, you can delete it from the system.

Note

Deleting the resource removes it from your catalog, not from the original source.

To manage access:

  1. From the List page of the resources, click the resource you wish to edit.

  2. From the Settings tab, view the access details for the resource.

  3. If you feel a resource is redundant and should not be used by anyone, click the Delete button to remove the resource.

    generic_resources_access.png