Uploading Documents

You can upload relevant documents at system level and describe its intended use.

You can also specify:

  • Document name
  • Document owner
  • Document link
  • Document status

To upload documents at system level, follow these steps:

  1. Go to Application Menu > Data Catalog > Metadata Manager.
  2. Under the System Catalogue pane, right-click a system.
  3. Click New Document.

    4. The Upload Document page appears.

  4. Enter appropriate values to the fields. Fields marked with a red asterisk are mandatory. Refer to the following table for field descriptions.

    5. Field Name

    Description

    System Document Name

    Specifies the name of the physical document being attached to the system.

    For example, Source System Details.

    System Document Object

    Drag and drop document files or use to select and upload document files.

    System Document Owner

    Specifies the document owner's name.

    For example, John Doe.

    Document Link

    Specifies the URL of the document.

    For example, https://drive.google.com/file/l/2sC2_SZIyeFKI7OOnb5YkMBq4ptA7jhg5/view

    Intended Use Description

    Specifies the intended use of the document.

    For example: The document is to keep a record of system description and its data dictionary.

    Approval Required Flag

    Specifies whether the document requires approval.

    Select the Approval Required Flag check box to select the document status.

    Document Status

    Specifies the status of the document.

    For example, In Progress. This field is available only when the Approval Required Flag check box is selected.
  5. Click .

    6. The document is uploaded and saved under the System Documents tab.

  6. Use the following options:
    Preview ()
    You can preview the document for your information. To preview the document, click .
    Edit ()
    To edit the document details, click .
    Delete ()
    To delete the uploaded document, click .