asset type assignment in collibra

Tailoring asset pages in Collibra’s new UI

• Category : UI/UX
• Updated: August 6, 2024

The asset page provides detailed information about an asset. With the release of the new UI/UX, Collibra now introduces the “At a glance” field, and allows its users to adjust asset pages to more tailored needs. In addition to this, one can decide to show or not to show empty fields.

Just like with the previous UI, the asset page’s scope can be adjusted, i.e., what characteristics does the user want to see? In addition to the scope, the asset page’s layout, and the asset’s icon and colour can be edited.

In this blog, we will look into those customisation options.

Effects of adjusting the asset’s assignment

First, one should take several best practices into account before adjusting the asset page’s scope.

Keep the Global Assignment as it is, so that the default (out of the box) settings of Collibra do not get overwritten. Instead, add a new assignment and adjust the scope to meet your preferences for the asset page.

Pre-document your asset model and the associated mandatory characteristics, such as relations and attributes. By doing so, you can collaboratively decide which characteristics should be displayed on the asset page and in what order. Additionally, maintaining an up-to-date overview of the asset model, including its characteristics, enhances the use case implementation process, facilitates communication about the Data Intelligence implementation, and serves as a convenient reference file.

When adjusting the asset type’s assignment, you can determine what characteristics (attributes & relations) you want to show on the asset page. Below, we will explore the customisation of an asset type’s assignment for, in this case, the Data Set asset.

By going to “Settings → Operating Model → Asset Types → (asset type of your choice)”, you will arrive at the asset’s “Overview”, where you find the asset’s default parent asset and definition.

By navigating to “Global Assignment → Characteristics”, you can observe what default, out-of-the-box (if not yet adjusted) characteristics are assigned to the asset to be filled in, which can then be added to the asset page.

Despite that we will mainly focus on asset page configuration, and hence the tab “Characteristics” in this blog, we will briefly introduce the other tabs below the Global Assignment.

When navigating to “Domain Types”, you can see in what domain type the asset can be ‘stored’.

In “Statuses”, you find what conditions can be assigned to the asset, including their definitions.

In “Articulation score rules,” you can see how the status of an asset affects its articulation score, such as its performance on implementation. An asset receives the maximum articulation score of 100 once it is implemented. If the asset is newly created and has not yet gone through the approval process, it is given a default status of ‘candidate’, which corresponds to an articulation score of 5.

In “Data quality rules”, you can generate rules that assess the quality of an asset using a predefined aggregation path and specific metrics. The results of these rules are displayed on a Data Quality dashboard within the asset page for the asset type to which the Data Quality rule is assigned.

In “Validation rules”, you can generate rules to validate whether the asset meets certain criteria. For example, you want the asset to have the attribute “Definition” filled in with a minimum of 10 characters, it starts with a capital letter, and it ends with a (.). Depending in whether the asset meets these criteria, the asset will receive a positive validation (✓ valid) or a negative validation (✗ invalid).

How the Asset Page is built up

Getting back to the asset’s “Global Assignment → Characteristics” page, we see what characteristics are assigned to the asset type, what the characteristics’ descriptions are, what kind of metadata this is, what asset type filter belongs to the relation (i.e., the asset type (and its descendants) you want to see when creating a relation), and the characteristic’s cardinality. The cardinality has a “Min” and a “Max”.

When the cardinality “Min” is filled with 1, you will always see the characteristic on the asset page, whether it is empty or not. Note, however, that it should be included in the layout as well. When the “Min” is filled with 0, you should first press the “Show empty optional fields” toggle to see the field on the asset page. Again, the characteristic should be included in the layout. Otherwise, the characteristic will not be shown on the asset page.

In the picture above we see that, by default, several characteristics are assigned to the asset type. When all these characteristics are included in the “Layout” as well, the layout, and accordingly the asset page, will look like this:

Layout (get there by pressing “Edit Layout”):

Asset Page without “Show Empty Optional Values” toggle on:

When activating the “Show Empty Optional Values” toggle, fields that are not filled in ánd have a ‘0’ as Min Cardinality, will be shown as well:

Edit Model & Edit Layout

When pressing the “Edit Model” button, you can adjust what characteristics you want to be assigned to the asset. Characteristics can be deleted or added, the asset type filter can be adjusted, and the cardinality can be changed. Note that, to add a new assignment to the asset type, you should first create a new scope via “Settings → Operating Model → Scopes”, add this scope to your community or domain, and add the assignment to the relevant asset type in “Settings → Asset Types → (asset type of your choice) → Add Assignment”.

Let’s say, we now only want to show the “Description”, “Sensitivity”, “Certified” and the “contains Data Element” characteristics on the asset page of the Data Set, within the assigned community or domain (scope). We then, accordingly, adjust the model and the layout.

Tailoring the model:

Tailoring the layout:

By pressing the “Edit Layout” button, besides dragging assigned characteristics to the asset page layout, you can also determine if you want characteristics to be shown next to each other or below one another. Let’s say we want the ‘Description’, ‘Sensitivity’, and ‘Certified’ attributes to be shown next to each other, and the ‘contains Data Element’ relation to be shown below this, we tailor the layout as follows.

After implementing these changes, the updated assignment should be shown on the asset page, and other characteristics will, now, not be shown on the asset page anymore.

The upper “Description” and “Business Context” are default, non-removable characteristics included in the Overview’s default content added by Collibra. The same goes for the Catalog Section.

Through the “Edit” button, you can tailor the asset’s icon and colour, to, if you wish, adjust assets to meet your organisation’s branding even more.

Key takeaways

The new UI/UX introduces an “At a glance” field on the asset page, which provides a quick summary of key asset information.

Users can adjust asset pages to their needs, including deciding whether or not to display empty fields.

Just like in the previous UI, users can adjust the scope of the asset page to display preferred characteristics. Additionally, users can customise the layout and the asset’s icon and colour.

Best Practices for Adjusting Scope:

Maintain the Global Assignment settings to preserve default settings. Instead, add new assignments to customise the scope as needed.

Document the asset model and its mandatory characteristics (relations and attributes) beforehand. This documentation helps with collaborative decision-making regarding the display of characteristics and keeps an up-to-date overview of the asset model.

This blog covered the customisation options for asset pages in Collibra’s new UI and guidance on how to effectively implement these changes .

Want to know more about Data Governance?

Curious to know all the ins and outs of Data Governance? On our website you will find all recent developments regarding Data Governance.

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See all blog posts Nov 11, 2016 · 2 mins read

Getting started with data governance in 4 simple steps.

This week, I had the pleasure of attending the MDM/DG Summit in New York City. It was a great event, full of people looking to learn more about MDM and data governance. And what I found interesting is that so many companies are still at the early stages of their initiative, and are wondering how data governance can help their organization. And the question I heard again and again is “how do I go about getting started with data governance.”

Getting started with data governance can be a challenge. But I’ve found that the most successful data governance initiatives follow four simple steps.

1. Start with an operating model: successful governance initiatives start by creating an operating model that includes the required organizational structure, roles, workflows, and asset types. By asset type, I mean everything that is an asset to the organization, from reports and systems, to policies, databases, and data columns. Link the responsible roles and people to the asset types through a workflow process that defines how to handle changes in the available information. Collibra delivers an out-of-the-box operating model that help organizations get up and running quickly.

2. Contextualize the data dictionary and business glossary (and the link between them): many organizations already have a “ data dictionary ,” but without the link to a business glossary , it often misses the required context to makes sense of what the data represents. In addition, it’s very hard for business users to find the data as they are not aware of technical field names. In addition, I find that many organizations have a “business glossary,” but many times, it lives in Sharepoint or Excel. Linking the business glossary to the data dictionary is an essential step in enabling the business to find the data easily and ultimately take control of it. Also make sure that the business glossary contains all business-focused metadata (reports, business processes, and more).

Collibra helps organizations bring that data together through automated integrations, Excel uploads, and manual additions to the solution on an as-needed basis. Once ingested, your organization can now enrich and contextualize the data and establish the links between the data dictionary and business glossary.

3. Let the business lead: the most common scenario for a successful governance initiative is one where the business leads the effort. That way, the business is invested in the project, and is more likely to take ownership and drive adoption throughout the organization. Just to be clear, the most successful data governance initiatives do not just involve the business, but put them in the driver’s seat to lead the project.

  4. Drive the project from the top down: by establishing what’s important at the top, your organization create a governance model that aligns with organizational priorities and expectations.

If you just scan all available data fields in the organization (often millions), it’s often overwhelming and difficult to put governance on all those assets.

For example, in the case of BI and analytics , identify the reports that are a top priority for the business. Then, pinpoint the key metrics on the report, and link them back to the data that is available across the organization. This approach helps you to identify the critical data elements, and establish a governance process around them.

Getting started with data governance is not easy. But following these four simple steps certainly sets you on a path for success.

Benedict Benoit

Benedict is a Sales Engineer focused on the Financial Services industry. Before joining Collibra, he worked for Wolters Kluwer Financial Services as principal consultant implementing Finance, Risk and Regulatory compliance solutions worldwide.

Nov 29, 2017 - 3 min read

How not to do data governance.

Dec 27, 2016 - 2 min read

5 data governance blog posts you should read (but haven’t).

• Collibra Guide
• Resource Center

Create an asset type

In Collibra 2024.05, we launched a new user interface (UI) for Collibra Data Intelligence Platform ! You can learn more about this latest UI in the UI overview .

Use the following options to see the documentation in the latest UI or in the previous, classic UI:

You can create an asset type . For example, you can do this if the packaged asset types do not suffice.

Before you begin

You have a global role that has the System administration global permission .

• Click Operating Model . The operating model settings appear on the Asset types tab page.
• Above the table, to the right, click Add . The Create Asset Type dialog box appears. The Asset Type Creation dialog box appears.

• Click Create .
• Click Save .

Warning  If you create an asset type and hierarchically nest the new asset type under, for example, a Catalog asset type, you may encounter asset page rendering issues. This is due to a difference in the required characteristics of the asset type you created and the Catalog asset type. Likewise, if you remove a required characteristic from an asset type, you may encounter page rendering issues for asset pages of that asset type.

What's next?

If necessary, edit the asset type, for example by doing one of the following:

• Enable or disable ratings and reviews.
• Enable or disable non-unique naming.
• Edit the representation in Collibra Data Intelligence Platform .

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Searching for collibra API to get the "description of asset"

I want to get the the "description of the asset" through API from Collibra . I have searched but didn't get anything and also gone through API documentation. Please help me out on this.

Need collibra API to fetch "description of asset" and display on my own application.

To retrieve and process attributes of assets using the /rest/2.0/attributes API, follow these steps:

API Endpoint

Access the /rest/2.0/attributes API endpoint 1 . You can find more details at the API documentation 1 .

Filter by assetId

Specify your query to filter attributes by assetId. This will narrow down the search to attributes related to a specific asset.

Post-process the Results

Once you receive the API response, post-process the results within your application. Filter the attributes to identify those whose type is 'Definition'.

Extract the Definition

From the filtered attributes, extract the value of the attribute which represents the definition of your asset.

Here is an example of the JSON response you might receive from this API call:

• Make sure to replace YOUR-DOMAIN with the actual domain of your API service in the reference links.

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