Managing Catalogs

Managing catalogs involves:

  • Creating sub-catalogs
  • Editing catalogs
  • Importing or exporting catalogs
  • Assigning users
  • Viewing workflows

To manage catalogs, follow these steps:

  1. Right-click a catalog.
    For example, right-clicking a business term catalog displays the corresponding options.

  2. Use the following options:
    New Catalog
    Use this option to create sub-catalogs and group business assets further.
    Edit Catalog
    Use this option to update the catalog's name and description.
    Import Catalog
    Use this option to import existing catalogs. On the Import Business Catalog page, select the catalog file and click .
    Export Catalog
    Use this option to export a catalog to a XLSX file. You can later import this file to your glossary workspace.
    Delete Catalog
    Use this option to delete a catalog that is no longer required. All business assets in the catalog are deleted when you delete it.
    Assign Users
    Use this option to assign users to a catalog based on your organization's projects, departments, functions, and so on. On the Assign/Unassign Users page, select or remove users and click .
    View Workflow
    Use this option to view the workflow assigned to the catalog. The workflow displays all the stages, users, and roles involved. Also, it shows the flow of information and action across all the stages.