Configuring Extended Properties

You can configure user-defined properties for technical assets. First, you need to set up a form and then use it to configure user-defined extended properties and use them as filters in the Discover Assets module.

You can configure extended properties of the technical in the following ways:

Configure Extended Properties Globally

At the system level, you can configure extended properties for the objects such as environments, tables, and columns. Extended properties configured at the system level for these objects apply to the objects under the system. For example, the extended properties that are configured at system level apply to the environments under that system.

To configure extended properties at the system level, follow these steps:

  1. Go to Application Menu > Data Catalog > Metadata Manager > Explore.
  2. In the Data Catalog pane, click the required system.
  3. Click the Configure Extended Properties tab.

    4. The Configure Extended Properties tab contains the following sections:

    • Field Controls: Use this pane to get the required UI elements.
    • Configure Form: Use this pane to design forms using the UI elements available in the Field Controls pane.
    • Properties: Use this pane to view the properties of the UI element selected in the Configure Form pane.
  4. Use the following tabs:
    Environment
    Use this tab to configure extended properties for environments under the selected system.
    Table

    Use this tab to configure extended properties for tables under the selected system.

    Column

    Use this tab to configure extended properties for columns under the selected system.

  5. On these tabs, click Edit. Then, double-click or drag and drop the required UI elements from the Field Controls pane to the Configure Form pane.
  6. Select UI elements, one at a time, and configure their properties in the Properties pane.

    7. The available properties differ based on the type of UI element.

    Refer to the following table for property descriptions:

    Property

    Description

    Published

    Switch Published to ON to publish the field.

    Field

    Specifies the field label.

    To change the field labels, double-click the corresponding Value cell.

    For example, Metadata Scanned On.

    Type

    Specifies the type of the field.

    To select field types, double-click the corresponding Value cell.

    Dependencies

    Defines the pick list fields that can be used as controlling fields. It works only with the Reference Data Manager connector.

    To define pick list fields, select the fields from the drop down option.

    Configure Values

    Specifies the connectors for the field.

    To configure option values, click Configure Values.

    Use the following options:

    • Default connector: Use this option to enter option values manually or using an XLSX file.
    • Reference Data Manager: Use this option to pull option values from reference tables in the Reference Data Manager.

    Mandatory

    Specifies whether the field is mandatory.

    Description

    Specifies the field description.

    To enter field descriptions, double-click the corresponding Value cell.

    Visible in Extended Properties

    Switch Visible in Extended Properties to ON to make it visible on the Extended Properties tab.

    Use in Discover Assets

    Switch Use in Discover Assets to ON to use the selected field as a filter in the Discover Assets module.

    To use an extended property as a filter, ensure the following:
    • Filter feature supports field types such drop-down, list, checkbox, radio, and boolean.
    • Switch the Include Extended Properties option ON in the discover asset settings page.
    • Schedule a sync job or manually sync the asset before you can filter assets on the Discover Assets module.

    Order

    Specifies the order of the field on the Extended Properties tab.

    To enter the order number, double-click the corresponding Value cell.

    You can also drag and move fields in the Configure Form pane to change their order.
  7. Click Save.

The form is saved and is available on the Extended Properties tab of the selected object (Environment, Table, or Column).

To use the form, follow these steps:

  1. In the Data Catalog pane, click the required object (Environment, Table, or Column).
  2. Click the Extended Properties tab.

  3. Click Edit and set extended properties.
  4. Click Save.

    5. The extended properties are saved.

You can download extended properties in the XLSX format and use it as a template to import extended properties. To download extended properties, on the Extended Properties tab, click Export To Excel.

Configure Extended Properties for Individual Assets

You can also configure the extended properties for any individual technical asset.

To configure the extended properties for an individual asset, select an asset from the Metadata Manager, and click the Extended Properties tab.

For example, the following image displays the Extended Properties tab for the selected environment. Similarly, you can configure the extended properties of individual assets such as systems, tables, and columns.

You can download extended properties in the XLSX format and use it as a template to import extended properties. To download extended properties, on the Extended Properties tab, click Export To Excel.