Importing extended data sources

You can import files in a comma-separated value (CSV) format that contain multiple data sources. You can reconcile the imported data sources with identical sources that might exist in the catalog.

Before you begin

You must meet the following requirements:
  • You must have the Information Governance Catalog Information Asset Administrator role.
  • You must define extended data sources in the required CSV file format. You can include several types of extended data sources in the same file.
  • The import file must not be larger than 5 MB. If the file size exceeds this limit, the import fails. Divide the import file into several smaller files and then import.

Procedure

  1. Click Catalog.
  2. Click Information Assets. In the Create list, click Import Extended Data Sources.
  3. In the Select Merge Option window, specify what to do when an asset in the import file is identical to an asset that exists in the catalog:
    • If you choose to keep the existing asset, the description of the existing asset is updated with the description of the asset in the import file.
      Table 1. How the Keep method changes an extended data source asset in the catalog
      Does the extended data source asset exist in the CSV file? Does the extended data source asset exist in the catalog? Result of the import:
      Yes Yes The existing extended data source asset in the catalog is unchanged. The new asset is not imported.
      Yes No The extended data source asset is created in the catalog from the CSV file.
      No Yes No change
    • If you choose to overwrite the existing asset, the existing asset is deleted and replaced by the imported asset. Children of the existing asset are deleted if they are not included in the import file.
      Table 2. How the Overwrite method changes an extended data source asset in the catalog
      Does the extended data source asset exist in the CSV file? Does the extended data source asset exist in the catalog? Result of the import:
      Yes Yes Replaces the existing extended data source asset with the extended data source asset from the CSV file
      • If the Description field in the CSV file is null, the description in the catalog is not replaced.
      • Terms and stewards that are assigned to the extended data source asset are not replaced.
      Yes No Creates the extended data source asset from the CSV file.
      No Yes Deletes the extended data source asset.
    The relationships of the extended data sources to terms and stewards are not affected. If a child of the existing asset is deleted and that child is used in a mapping, the mapping is not valid. You must open the extension mapping document and repair or delete the mapping.
  4. In the Select Files window, select one or more CSV files that include extended data sources, and then click Import.