Edit an asset
This topic describes how to edit an asset's name, type, and status.
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:
Prerequisites
Note The requirements and permissions for editing an asset depend on the values that you select in the Domain and Type fields when creating the asset.
- You have a resource role with the Asset > Update resource permission.Tip This permission is granted through a resource role that is assigned to you either on the domain or on the community to which the domain belongs ,via inheritance. For more information, go to Responsibilities.
- You have a global role that has the relevant global permission for the type of asset that you are editing. For example, if you want to update a Business Term asset, you must have a global role that has the Business Semantics Glossary global permission. Similarly, if you want to edit a Policy asset, you must have a global role that has the Policy Manager global permission.Tip To view the global permissions for all out-of-the-box asset types, go to Overview of out-of-the-box asset types.
Steps
- Open an asset page.
- Click Edit, or click Actions → Edit.
The Edit Asset dialog box appears. - Click
→ Edit.
The Edit Asset dialog box appears. - Enter the required information.
Field Description Name
Display name of the asset.
If the Identical asset names per domain feature is disabled for the asset type of the asset, the asset name must be unique within its domain. If you enter an existing name, an error message appears.
Zero-width and whitespace characters are allowed in asset names.
Full name Full name of the asset. The full name of an asset must always be unique within its domain.
This field is available only if the Identical asset names per domain feature is enabled for this asset type.
Warning Don't edit the full name of an asset because the name is needed to synchronize or refresh data sources. Changing the full name may cause unexpected results and break the synchronization or refresh process.
Type
Asset type of the asset.
Note- If you change the asset type, certain characteristics may no longer appear on the asset page because they aren't included in the new asset type's layout. These characteristics, however, aren't deleted. An administrator can make them visible on the asset page by changing the layout of the new asset type.
- Changing the asset type to AI Use Case:
- If you change the asset type of an asset to AI Use Case via the Collibra user interface, the asset's status is cleared. You can then manually set the status to suit your needs.
- If you change the asset type of an asset to AI Use Case via API, the asset's status is automatically changed to the default status, which is Ideation.
Status
Status of the asset.
- Click Save.