Custom layout for preview panes

You can modify the layout of the various elements that a Data Governance and Catalog user sees on the preview pane of business and technical assets. The preview pane appears when you select an asset from a list that contains several assets.

The following image depicts the preview pane when you select an asset from a list of assets in Data Governance and Catalog:

Image depicting the preview pane when a user selects an asset.

For preview panes, you can perform the following customization:

•Create a new layout for an asset from a blank canvas, or clone an existing layout to quickly make changes.

•Show, hide, or rearrange the position of attributes within a tab.

•For lists, select the specific values that you want the user to see.

•Save a layout with a particular configuration and give it a unique name.

•Assign one or more layouts to users with specific roles, to users that are part of specific user groups, or to all users in your organization.

•Specify the default layout in which a preview pane appears when a user opens an asset of that asset type.

Note: A layout with the suffix 'Default' in the layout name comes predefined in Data Governance and Catalog. This layout appears for all users. You cannot modify or delete this layout. You can, however, clone this layout and create a custom layout from it.

The following image highlights the default layout for a preview pane in the list of layouts:

Image depicting the default preview pane layout for the Business Term asset type.

Creating a custom layout for a preview pane

You can modify the layout of the asset preview pane for specific asset types. Configure a layout, save it with a unique name, and then assign the layout to several roles and user groups or to all users in your organization. When a Data Governance and Catalog user opens an asset preview pane, they can view the assets as per the various layouts that are assigned for their user role or user group.

Your user role must have the Asset Page Customization privilege in Informatica Intelligent Cloud Services Administrator. For more information on feature privileges, see the Introduction and Getting Started help.

1In Metadata Command Center, navigate to the Customize page, and go to the Asset Customization tab.

2In the Asset Types list, select the asset type for which you want to create a layout.

The right pane shows the layouts that have been configured for the asset type. The Page header shows all layouts configured for the asset page, and the Asset Preview header shows all layouts configured for the preview pane.

Image depicting the layouts under the Page header and Asset Preview header for the Business Term asset type.

3Click the add icon to create a new layout.

Alternatively, you can click New > Customization > Custom Layoutsto start creating a new layout.

4Enter values for the following properties of the layout:

Property	Description
Name	Identifiable name for the layout. The name must be unique among the layouts for the asset type.
Type	Select 'Asset Preview' from the list.
Description	Description of the layout.
Asset Type	Select the business or technical asset type for which you want to configure the layout.
Assign To	Specify the users to which you want to assign the layout. Select one of the following values: - Specific roles. Assign the layout to users with specific roles. In the Roles field that appears, select the user roles. - Specific user groups. Assign the layout to users that are part of specific user groups. In the User Groups field that appears, select the user groups. - All. Assign the layout to users of all roles in your organization. Note: Only user roles that have the Read permission for the asset type will appear in this list. In Data Governance and Catalog, the users must have the Read permission for the asset type so that they can see the layout.

Image depicting the dialog box to create a new preview pane layout.

5Click OK.

A blank layout canvas opens.

6Drag the attributes to place them according to your preferred order.

Image depicting the drag and drop action for attributes.

7In the Properties pane, configure additional properties for each attribute.

Image depicting additional properties for a custom attribute.

8Click the Validate icon to check if the layout is configured correctly. Fix the issues that appear in the Validation Errors panel.

Image depicting a validation error for a layout.

9At any time, click Preview to visualize with sample data how the preview pane will appear to Data Governance and Catalog users.

Image depicting the preview of a layout.

10When you are satisfied with the layout, click Save.

The layout is saved for the asset type. However, it is not yet available to users.

11To make a saved layout available to users, open the layout and click Publish.

The layout is now available in Data Governance and Catalog to all the users that you have specified. If the user has several layouts assigned to the role or user group, all the layouts are visible.

Modifying, cloning and deleting a custom layout for a preview pane

You can modify an existing preview pane layout to make changes to the pane. If you want to create a layout that is similar to an existing layout, you can clone a layout and modify it. If a layout is no longer needed, you can delete it.

1In Metadata Command Center, navigate to the Customize page, and go to the Asset Customization tab.

2In the Asset Types list, select the asset type for which you want to modify the layout.

3To modify an existing layout, click on the layout or select Edit from the action menu.

Note: You cannot modify the predefined layout.

4To clone a layout, select Clone from the action menu.

You can now modify the layout and save it with a new name.

5To delete a layout, click Delete from the action menu.

The layout is deleted. If this layout was configured as default by a Data Governance and Catalog user, the first layout in the list now becomes the default layout.