Manage asset type assignments

The assignment of an asset type defines the specifications of the assets of that type, within a given scope (global or scoped).

Asset type assignments allow you to tailor governance responsibilities to specific contexts. This targeted approach improves data quality within specific areas, and facilitates more effective data governance across the organization.

You can create, edit, and delete asset type assignments.

Common prerequisites

  • You have a global role with the Product Rights > System administration global permission.
  • For scoped assignments, your Collibra environment allows scope configuration. You can check if your license has the PLATFORM_OM_SCOPE capability enabled by using the GET method of the Core REST API v2 /license/capabilities endpoint.

Create an assignment

You can create an assignment for an asset type to change the behavior of assets of that type. For example, you can create an assignment to make a specific characteristic type available for assets of a specific asset type.

Tip If you want to create a scoped assignment, ensure that the scope is created and the asset type has a global assignment. Minimizing the number of scoped assignments you create makes your operating model easier to manage.
Steps
  1. Open the asset type.
    1. On the main toolbar, click Products icon → Cogwheel icon Settings.
      The Settings page opens.
    2. Click the Operating model tab.
      Operating Model settings are shown.
    3. In the Asset types table, click the name of the asset type.
      The asset type page opens.
  2. To create a global assignment:
    1. In the left pane, click Add global assignment.
      The Add Global Assignment dialog box appears.
      A global assignment is created for the asset type. The settings of the global assignment of the immediate parent asset type are copied to the global assignment.
  3. To create a scoped assignment:
    1. In the left pane, click Add assignment.
      The Select scope for this assignment dialog box appears.
    2. Select a scope.
    3. Click Add assignment.
      A scoped assignment is created for the asset type. The settings of the global assignment of the current asset type are copied to the scoped assignment.
What's next

Edit the assignment to assign governance elements to the asset type.

Edit an assignment

Editing an assignment essentially means assigning elements such as characteristic types, domain types, statuses, articulation score rules, data quality rules, and validation rules to an asset type through the assignment.

Note Some global assignments have system-managed attribute types, relation types, and statuses that are necessary for the proper functioning of Collibra Platform and can't be removed. For example, in the global assignment of the Column asset type, you can't remove the relation type that links it to a table.

Steps
  1. Open the asset type.
    1. On the main toolbar, click Products icon → Cogwheel icon Settings.
      The Settings page opens.
    2. Click the Operating model tab.
      Operating Model settings are shown.
    3. In the Asset types table, click the name of the asset type.
      The asset type page opens.
  2. In the left pane, click the assignment.
  3. Assign the following elements to the asset type: characteristic types, domain types, statuses, articulation score rules, data quality rules, and validation rules. For more information, go to Configure asset type assignments.

Delete an assignment

If you delete a scoped assignment, the affected assets follow the global assignment.

If you delete a global assignment, the asset type inherits the assignments from its immediate parent asset type. Inherited assignments aren't explicitly shown on the asset type page. Global assignment for some asset types can't be deleted because it is necessary for the proper functioning of Collibra Platform.

Tip If you want to delete a global assignment, ensure that all scoped assignments are deleted and the asset type isn't part of an asset type group.
Steps
  1. Open the asset type.
    1. On the main toolbar, click Products icon → Cogwheel icon Settings.
      The Settings page opens.
    2. Click the Operating model tab.
      Operating Model settings are shown.
    3. In the Asset types table, click the name of the asset type.
      The asset type page opens.
  2. In the left pane, click Delete outline rounded icon next to the assignment you want to delete.
    The Delete this assignment dialog box appears.
  3. Click Delete.

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