The collection management feature allows users to define and manage collections of metadata objects. Just like labels, collections are available anywhere in the UI to add/remove objects, for bulk editing, and assisting in management.

Collections can contain any type of metadata such as "My favorite" collection of terms, tables, reports, etc.

Collections can also contain multiple types of content such us "My to do collection" with terms, tables, reports, etc., in that collection.

Collections may be shared with other users.

Collections are flat, therefore not hierarchical and with no sub-collection or include concepts.

Explore Collections

You may use the collections explorer to select and present results according to the user-defined collections available.

Steps

1. Go to COLLECTIONS > Explore.

2. Select the collection to use from the pick lists:

   • Favorites

   • Recent

   • Personal

   • Shared with me

3. You may filter the collection lists by entering text.

4. Click any collection results to edit and manage that collection.

5. Click Preferences to set the Maximum count for each presentation of collections.

6. Click Close to close the explorer.

Example

Go to COLLECTIONS > Explore, and select the 3rd Quarter Push collection.

Click the GL_Account_Number term.

Create a Collection

The collection management feature allows users to define and manage collections of metadata objects. Just like labels, collections are available anywhere in the UI to add/remove objects, for bulk editing, and assisting in management.

Steps

1. Either:

   • Go to COLLECTIONS > Manage. This is the Collection Management page. Click the plus sign to Create a new collection.

   Or

2. Go to COLLECTIONS > New Collection.

3. Provide a NAME and DEFINITION.

Example

Go to COLLECTIONS > Manage. Click Create to add a new collection.

Provide a NAME and DEFINITION as "My To Do" and "My to do list of objects"..

Add Objects to a Collection

Collections can contain any type of metadata such as a My To Do collection of terms, tables, reports, etc. Collections can also contain multiple types of content, such as My To Do with terms, tables, reports, etc., in that collection.

Add Objects to a Collection in the Collection Management Page

You may add items to the collection from the Collection Management page.

Steps

1. Either:

   • Go to COLLECTIONS > Manage. This is the Collection Management page.

   • Go to COLLECTIONS > Explore.

2. Click a collection to open it.

3. Click ADD to add items to the collection. Specify

   • Manually to explorer manually for items. Once located you may select and multi-select for items to include

   • From Query to Populate Collection from query. In this case, once you construct the query, ALL the items in the result of that query will be included when you click POPULATE NOW.

You may also SAVE a query to be used for later in for populating a collection.

Click CLEAR to remove all current items to the collection.

You may always add any object to a collection at any time from the objects object page or from a list or grid (worksheets), unless your group assignment Properties restricts the Edit Collections Property

Example

Go to COLLECTIONS > Manage.

Click the My tab.

Click the My To Do collection (hyperlink that is its name).

Click ADD > Manually. You are presented with an Object Explorer panel type presentation.

Select the model where you want to pick elements from, in this case Staging DW.

With the Collections tab you may even include items from another collection.

Expand the tree until you can select several items using Ctrl-click and Shift-click.

Click OK.

The items are added to the collection.

Click ADD > From Query.

This way you may use any pre-defined worksheet query or build your own here and add all objects to the collection.

Add Objects to a Collection from the Object Page.

Steps

1. Navigate to the object page for the object you wish to add to the collection.

2. Select a collection from the Collections control.

Example

Navigate to the object page of the Adj table.

In the Collections area, select from the matching collection names.

Click add value under the Collections section.

Add the My To Do to the Selected collections to add the Adj table to.

You may add an object to any number of collections.

Add Objects to a Collection in a worksheet or search result.

Please see working with worksheet or search results.

Manage Collections

You may also select COLLECTIONS > Manage to manage your existing dashboards.

Steps

1.Go to COLLECTIONS > Manage.

• You see the list of Favorites. It is the default tab.

All the collections you have favorited are here.

• From here you may:

  • Open/Edit the collection

  • Restrict the list by using the Search Text

  • Favorite or un-Favorite a dashboard

2.Click the My tab.

All the collection you have created are here.

• From here you may:

  • Open/Edit the collection

  • Restrict the list by using the Search Text

  • Create a new saved collection

  • Delete an existing saved collection

  • Favorite or un-Favorite a collection

  • Share this collection with groups and/or users

  • Edit the Name or Description of a collection

  • Assign a collection to one or more (or all) Configurations

1.Click the Recent Tab.

All the collections you have recently opened are here.

• From here you may:

  • Open/Edit the collection

  • Restrict the list by using the Search Text

  • Favorite or un-Favorite a collection

Example

Go to COLLECTIONS > Manage.

Click the My tab.

Click Create. Enter the name "New Collection" and press Enter.

You will then have a collection actually saved but with no objects inside yet.

1. Click the Recently Viewed tab.

Delete a Collection

You may delete any collection that you created.

You may not delete a collection which you only have Viewer or Editor sharing permission to.

Steps

1. Go to COLLECTIONS > Manage.

   You may click the My tab in order to only see dashboards that you own and can delete.

2. Select the line of the collections to delete.

3. Click Delete.

4. Click Yes.

Example

Go to Collections > Manage.

Click the My tab.

Select New Tables and click Delete.

Click Yes.

Favorite a Collection

You may favorite any dashboard that you created or is shared with you.

You may not Delete collection you do not own. However, you may simply unfavorite what is shared with you to remove it from your usual lists.

Steps

1. Go to COLLECTIONS > Manage.

2. Click the Favorite icon.

3. To un-favorite, click the Favorite icon.

Example

Go to COLLECTIONS > Manage. Click the Favorite icon next to New Tables. Then go to the Favorites tab.

Un-favorite New Tables by clicking Favorite again.

Now it is removed from the Favorites tab.

Multi-Select in MANAGE Collections

You may perform all the MANAGE > Collections functions on multiple worksheets in the grid by multi-selecting. The Show actions control is then presented in the grid header with the number selected.

Shared Collections

Collections have an owner who is the creator of the collection. That owner may open, edit, or remove a collection. The collections that one owns may always be found in the My tab under COLLECTIONS > Manage.

In addition, a collection may be shared, with specific users and/or groups. One may share the collection as

• Viewer able to see and query with the collection, as well as save it as a new collection and edit it.

• Editor can edit the collection name and content. Only the owner can change the sharing options and delete the object

Once shared, users that are in the sharing criteria specified may view and favorite those collections, as well.

Steps

1. Go to COLLECTIONS > Manage.

2. Go to the My tab.

3. Double-click in the Viewers or Editors cell for the row containing the collection.

4. Pick users or groups to assign the sharing role.

Example

Go to COLLECTIONS > Manage. Click the Favorite icon next to New Tables. Then go to the Favorites tab.

Assign a Collection to a Configuration

When you assign a collection to one or more configurations, the collection will only appear in those configurations for all by the COLLECTIONS > Manage screens, e.g., the COLLECTIONS > Explore menu. In addition, when viewing the collections associated with an object, that collection will only appear when you are working in a configuration it is assigned to.

By default, a collection is available to all configurations. Once a configuration assignment is made, then those configurations are the only ones assigned.

If a configuration is deleted, then the assignments to it are removed.

When only one configuration is assigned, on deletion, the assignment reverts to All.

Steps

1. Go to COLLECTIONS > Manage.

2. Go to the My tab.

3. Double-click the Configurations cell for the row containing the collection.

4. Pick one or more configurations to assign the collection to.

5. To assign a collection to all configurations, simply remove the specific (or all) specific configuration assignments.

Example

Go to COLLECTIONS > Manage and go to the My tab double-click on the Configurations cell for New Tables.

Select the Published configuration and click OK.

Now, click the New Tables collection:

And then click on AccountCategory.

The New Tables collection is not shown for this object in the Collections. This is because we are in the Demo Enterprise Architecture configuration, not the Published configuration.

Only collections that are either unassigned to a configuration or assigned to the current configuration are visible on the object page or worksheet for an object and only then available for including that object if you are the Owner or the collection is shared with you as an Editor.

Sharing a Collection

The owner (creator) of a collection may share that collection with users and/or groups.

You may also assign ownership.

Steps

1. Go to COLLECTIONS > Manage.

2. Go to the My tab.

3. Either:

   • Right-click a collection and select Share.

   • Double-click in either the Viewers or Editors column for the collection to share

4. Pick one or more users and/or groups to share the collection with.

5. To un-share a collection, simply remove the specific (or all) users and/or groups.

Example

Go to COLLECTIONS > Manage. Click the My tab. Click the line for New Tables collection .

Double-click in the Viewers cell

and pick the user Bob to assign the sharing role.

Click ADD.

Log out and log in as Bob.

Go to COLLECTIONS > Manage. Click the Shared with Me tab. Click Search. Locate the New Collection collection. Click Favorite next to that collection.

Now, go to the Favorites tab and see this collection as Bob.

You cannot add to this collection as Bob because Bob does not own it.

Click on the collection name and then click Save As and enter the name "Bob's Collection" and Click OK.

You may now edit the list. You could also share it back with Administrator.

You may save a shared collection before specifying whom to share it with. You may come back later and specify whom it will be shared with.

You may use the pencil icon next to the Owner to assign a new owner.

Working on Elements in a Collection

Just like labels, collections are available anywhere in the UI to add/remove objects, for bulk editing, and assisting in management.

Steps

1. Go to COLLECTIONS > Manage.

2. Click the My tab.

3. Click a collection to open.

4. Results are a common results (reports) page where you may operate on the items in grid mode.

Example

Go to More actions > Edit.

You may edit any properties of any number of items in the collection at a time.