Managing Catalogs

Managing catalogs involves:

  • Creating sub-catalogs
  • Editing catalogs
  • Importing or exporting catalogs
  • Assigning users and roles
  • Viewing workflows
  • Configuring AIMatch

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 an 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. Deleting a catalog also deletes all business assets in the catalog.
    Assign Users or Roles
    Use this option to assign users and roles to the catalog based on your organization. For more information on assigning users and roles, refer to the Assigning Users and Roles topic.
    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.
    AIMatch Configuration
    Use this option to schedule an AIMatch job to associate metadata to a business term and to detect sensitive data for associations. For more information, refer to the Associating Metadata for AI Matching topic.