Re-import assets from an exported search results file

• •Enrich the exported file by adding additional information to technical and business assets. For example, you can add name, description, custom attribute, and so on. You can only update technical assets but cannot delete.
• •Add business metadata to technical assets. For example, associate data elements to a business term.
• •Curate glossary terms for technical assets by accepting or rejecting recommended glossary terms, or adding glossary terms to the asset.
• •Curate data element or data entity classifications for technical assets. You can accept or reject the classification recommendations, or add classifications to the asset. You can promote, reject, or demote generated classifications for the asset.
• •Curate document classifications for unstructured data assets such as PDFs and text files. You can accept or reject classification recommendations, or manually add document classifications to the asset.
• •Create and delete relationships between business assets.

The following image shows the steps required to bulk re-import assets to Data Governance and Catalog:

Step 1. Exporting the search results in a Microsoft Excel file

1Enter a search query in the search bar.
2Optionally, apply one or more filters to your search. You can additionally sort the search results.
3On the Search Results page, click Action.
The Action menu appears.
4Click Export.
The Export Assets dialog box appears.

5On the Export Assets dialog box, enter a new file name or retain the system-generated file name.
6Optionally, select the following options:
• - Include Child Assets. Export all child assets associated with parent assets.
• - Include Asset Details. Export the custom attributes and stakeholder details of all assets and additional details of technical assets.
Note:
If you select the Include Asset Details option, the export file for technical assets includes sheets where changes are restricted. To curate assets, use the editable columns in the Technical Data Set and Technical Data Element sheets.
• - Include Relationships. Export the relationships between business assets and between business assets and technical assets.
The Export Assets dialog box displays the Include Relationships check box if the search results contain business assets.
7Click Start Export to export the results of your search.
This triggers an export job that you can monitor on the Job Status panel.
The Job Status page appears.

Note:
A Microsoft Excel export file can contain a maximum of 50,000 assets. If the export contains over 50,000 assets and you choose the Microsoft Excel file format, the downloaded file is compressed into a ZIP file format. If you choose the CSV file format for over 50,000 assets, the downloaded file contains all the assets in a single file.
8After the export job is complete, click Download Export File.
9Optionally, check the status of your export job on the Job Monitoring page.

Step 2. Modify the exported file

• •To delete the value of a field of an asset using the UPDATE operation, replace the value in the field with double quotes without spaces.
• •To create or modify the value of a custom attribute where the value contains a comma, enclose the value in double quotes and without spaces. For example, a multiselect drop-down for an asset has the following values:
• - string
• - apache
• - home,work
Enter the values in the bulk import file cell in the following format: string,apache,"home,work".
• •Use a column header to sort the contents of the file. When you sort the contents of the file by ref ID, Microsoft Excel sorts the assets only alphabetically. You can't sort the assets numerically.

Enrich assets in bulk

Associate reference data with data elements in bulk

Curate assets in bulk

Accept or reject system-generated glossary recommendations

The Glossaries: Recommended field contains the system-generated glossary recommendations for the assets. Use the Glossaries: Accepted or Glossaries: Rejected fields in the exported sheets to accept or reject a recommendation.

Accept or reject classifications

Use the following fields in the export sheets to accept or reject classifications:

• - For technical assets, use the Data Classifications: Accepted and Data Classifications: Rejected fields to accept or reject data classifications.
• - For unstructured technical assets, use the Document Classifications: Accepted and Document Classifications: Rejected fields to accept or reject document classifications.

Automatically assign business names and descriptions to technical data elements

You can choose to automatically assign business names and descriptions to the technical data elements. The system assigns the business name and description to the technical data element from either an accepted glossary or from a glossary in the catalog that isn't already rejected for the data element.

To automatically assign business names and descriptions to the technical data elements during glossary association, specify the value of the Automatic Assignment field as Enabled in the technical asset export sheet. In the Glossary: Accepted field, enter the name or reference ID of an accepted glossary that you want to use to assign a business name and description to the technical data element. To curate the technical data element with a glossary in the catalog which isn't already accepted for the data element, enter the name or reference ID of the glossary in the Business Name column.

To add a business name manually for the technical data element, select the Disabled value for Automatic Assignment field. If you don't specify a value for the Automatic Assignment field, the system considers the input value as Disabled.

The following guidelines apply if you choose to automatically assign business names and descriptions to the technical data elements:

• - If multiple glossaries are assigned the name that you specified in the Glossary: Accepted field, enter the reference ID of the glossary in the Glossary: Accepted field to enable the system to differentiate between duplicate glossaries.
• - If you specify multiple glossaries in the Glossary: Accepted field, enter in the Business Name field the name of glossary that you want to use to assign a business name and description to the technical data element.
• - If multiple glossaries are assigned the business name that you specified in the Business Name field, enter the reference ID of the glossary in the Business Name field to enable the system to differentiate between duplicate glossaries.
• - In the Glossary: Accepted and the Business Name fields, enter the name of the glossary that isn't already rejected for the technical asset.
• - If multiple glossaries are assigned the name that you specified in the Glossary: Rejected field, enter the reference ID of the glossary in the Glossary: Rejected field to enable the system to differentiate between duplicate glossaries.

Update generated classifications in bulk

• •Search and export all generated classifications in a Microsoft Excel file.
• •On the generated classification sheet, use the Data Element Classification: Promoted column to promote a generated classification to a data element classification.
• •Demote an already promoted data classification by using the Data Element Classification: Demoted column.

Create or delete asset relationships in bulk

Step 3. Preparing to re-import the exported file

1In the New Import page, click Add Files.
Select the re-import file of same or different asset types. Each sheet corresponds to an asset type.
Note:
You can also bulk import technical assets.
Validate and map the re-import assets on the New Import page. The technical data sets do not have custom fields so the drop-down icon to map column is not enabled for technical assets after validating the technical assets sheet. The business assets can have custom fields so the drop-down icon is enabled, you can manually map the custom field with the respective field in the system. For example, see the following image, the Metric_Export.xlsx (business assets) row displays the drop-down icon to manually map the custom field with corresponding field in the system.

2Verify, if the column header in the exported file corresponds to the correct field or column name in Data Governance and Catalog.
From the New Import page, manually map the business assets custom field to the respective field by choosing the column name available in the system from the drop-down list.

Step 4. Re-importing the exported file

• •When you export technical assets, the exported file might have several sheets that contain the same attributes for the same assets. In such a file, some attributes are editable only in one sheet but not in the other. This prevents any kind of conflicting updates for the same asset.
For example, if you export a relational database asset, the exported file might contain attributes in the Column, Database and Schema sheets that are also present in the Catalog Source, Technical Data Source, Technical Data Set, and Technical Data Element sheets. These attributes are not editable in the Column, Database and Schema sheets. The rows for these attributes are greyed out in the file. To modify the same attributes, update the values in the Catalog Source, Technical Data Source, Technical Data Set, and Technical Data Element sheets.
• •When you export a child asset with the Inherited Stakeholder Assignment status, and then you assign new stakeholders and re-import this child asset, only the stakeholders that are added using the bulk import process display the Stakeholder Assignment status as Specifically Assigned. The stakeholders with the Inherited Stakeholder Assignment status are removed.

1. 1On the New Import page, click Start Import.
2In the Start Import dialog box, enter the job name and select an Error Handling option.
The following table lists the Error Handling options:

Error type	Description
Stop import on warning	The system evaluates the data in the file. If the system encounters a row of data with warnings, the process stops, and no data is imported. Select this option if you want to import only data that has no warnings.
Stop import on error	The system evaluates the data in the file and ignores rows of data with warnings. If the system encounters a row with errors, the process stops, and no data is imported. If there are no rows with errors, the system imports valid data from the file, and warnings are marked as skipped. Select this option if you want to ignore the warnings and proceed with the import process. You can later download the report, correct the data with warnings, and re-upload the file.
Skip errors and warnings	The system imports all valid rows from the template. Rows of data with warnings and errors are marked as skipped. Select this option if you want the ignore the warnings and errors and proceed with the import process. You can later download the report, correct the warnings and errors for the data, and re-upload the file.

2. 3To import the assets, click the Start Import.
If the exported search results file has assets in review lifecycle status, such assets cannot be re-imported to Data Governance and Catalog. You cannot update or delete an asset in the in-review lifecycle status, assets that are only in the published and draft lifecycle status are re-imported to Data Governance and Catalog.
The job is triggered. Click the corresponding job from the Job Monitoring page or Notification page to display the progress of the re-import file.

3. 4The job page displays the Job Status, Job Summary, Job Details, and Imported Assets fields.