Manage scopes

You can create, edit, and delete scopes.

Important 

In Collibra 2024.05, we launched a new user interface (UI) for Collibra 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:

Create a scope

You can create a scope, for example, if you want to create a specific assignment for assets in a certain community.

Prerequisites

  • You have a global role that has the Product Rights > System administration global permission.
  • Scope use is enabled in your Collibra environment.

Steps

  1. Open the Scopes page.
    1. On the main toolbar, click Products iconCogwheel icon Settings.
      The Settings page opens.
    2. In the Operating model section, click Scopes.
      The Scopes page opens.

  2. In the Scopes section, click Create.
    The Create Scope dialog box appears.
  3. Enter the required information.
    FieldDescription
    NameThe name of the scope.
    DescriptionThe description of the scope, for example to add extra details.
  4. Click Save.

What's next?

You can now edit the scope to add domains and communities to the scope. After that, create a scoped assignment for one or more asset types.

Edit a scope

You can edit a scope, for example, if you want to change which assignment is used for a certain community or domain.

Prerequisites

  • You have a global role that has the Product Rights > System administration global permission.
  • Scope use is enabled in your Collibra environment.

Steps

  1. Open the Scopes page.
    1. On the main toolbar, click Products iconCogwheel icon Settings.
      The Settings page opens.
    2. In the Operating model section, click Scopes.
      The Scopes page opens.

  2. If required, edit the name and description of a scope:
    1. Click in the tile of the scope.

      The Edit Scope dialog box appears.
    2. Enter the required information.

      FieldDescription
      NameThe name of the scope.
      DescriptionThe description of the scope, for example to add extra details.
    3. Click Save.
  3. If required, add communities and domains to or remove them from a scope in the Organization by Scope section:
    1. In the row of a community or domain, click in the Belongs To Scope column.

      The cell editor appears.
    2. Type the name of the scope, or use the drop-down menu .
    3. Click .

What's next?

If required, create a scoped assignment for one or more asset types.

Delete a scope

You can delete a scope, for example, if you want an asset type to use the default assignment.

When you delete a scope, the asset types that used this scope, revert to other custom scopes or, if there are no other custom scopes, to the default assignment.

Prerequisites

  • You have a global role that has the Product Rights > System administration global permission.
  • Scope use is enabled in your Collibra environment.

Steps

  1. Open the Scopes page.
    1. On the main toolbar, click Products iconCogwheel icon Settings.
      The Settings page opens.
    2. In the Operating model section, click Scopes.
      The Scopes page opens.

  2. In the scope's tile, click .

    The Delete <scope name> dialog box appears.
  3. Click Delete.