Managing Catalogs
Managing catalogs involves:
- Creating sub-catalogs
- Editing catalogs
- Importing or exporting catalogs
- Assigning users
- Viewing workflow
To manage catalogs, follow these steps:
- Right-click a catalog to view catalog management options.
The following image uses a Business Term catalog for example. - Use the following options:
- New Catalog
- You can create a sub-catalog to categorize glossary objects further.
- Edit Catalog
- You can edit the catalog to change its name or update its description.
- Import Catalog
- You can import an existing catalog. Select the catalog file from the location where you saved it and click
.
- Export Catalog
- You can export a catalog to a .xls file. You can later import this file to your glossary workspace.
- Delete Catalog
- You can delete a catalog that is no longer required. All the glossary objects in the catalog are deleted when you delete it.
- Assign Users
- You can assign users to a catalog based on your organization's projects, departments, functions, and so on.
- View Workflow
- You can view the workflow assigned to the catalog. The workflow displays all the stages/actions, users, and roles involved. Also, it shows the flow of information and action across all the stages.
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