Creating assets - Data360_Govern - Preview

Data360 Govern Help

Product type
Software
Portfolio
Verify
Product family
Data360
Product
Data360 Govern
Precisely Data Integrity Suite > Govern
Version
Preview
Language
English
Product name
Data360 Govern
Title
Data360 Govern Help
Copyright
2024
First publish date
2014

This topic describes how to create a business asset.

Note: This topic describes how to create a business asset. The basic steps can also be applied to technical assets, rules, models and policies. The asset types that are available for your organization are defined by an administrator. If you are an administrator and want more information on creating new asset types, see Establishing asset types
Tip: Before adding new business assets, consider whether a team of stakeholders is needed to carry out a data analysis to identify and define potential business terms. In general, each term should be assigned an owner.
Tip: If you are an administrator and have a number of items to enter, you can bulk load them into the system by importing from a spreadsheet. See Bulk loading for more details.
  1. Select Business Assets in the Navigation bar, followed by the relevant asset type. For example, Business Term, Report or Application.
    The Asset List page displays.
  2. Click the Create new asset button to create a new asset.
    The Create New Asset dialog displays.
  3. Complete the required and optional fields to define the asset. The required fields are defined for your organization. If you cannot find a suitable asset type that categorizes your asset and provides the correct fields to populate, ask an administrator to create a new asset type for you.
  4. When finished, click Create or Create and Add Another.
    A spinner displays over the Create or Create and Add Another button while the system performs a uniqueness check, to ensure that the key fields used to identify this asset are unique. All fields and confirmation buttons are disabled until the check is finished. If there is a single key field, such as Name, which is not unique, then it will be identified as an invalid field. If there are multiple key fields that are not unique, a different validation message displays for all key fields.
  5. Once the asset is created, it is automatically opened so you can further define its properties. If you prefer to return to the list of assets, click the Back button.
    Note: Certain generated field values may take some time to be populated. If this is the case, "Value not yet generated" is displayed, followed by a Refresh link. This link needs to be clicked manually, to update the value.

Depending on how your organization uses workflows, an approval workflow for the creation of a new business term may be started. The next step is typically for a data steward to complete the definition of the asset and request certification from the asset owner. As an asset owner, you will likely need to consider the following:

  • Ensure that the correct users or groups have responsibility for the item, see Assigning ownership of assets.
  • Capture relationships to models, grouping your asset into taxonomies and hierarchies, capture relationships to quality rules and policies to govern your asset, and capture relationships to other assets, such as business terms, applications, processes and reports. See Defining relationships between assets.

For more information on workflows, see Following workflows and Establishing workflows.