Manage technical assets - Precisely Data Integrity Suite

Data Integrity Suite
Product
Spatial_Analytics
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Data_Integration
Data_Enrichment
Data_Governance
Precisely_Data_Integrity_Suite
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platform_spatial_analytics
Data_Observability
Data_Quality
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Services
Spatial Analytics
Precisely MCP
Data Integration
Data Enrichment
Data Governance
Geo Addressing
Data Observability
Data Quality
Core Foundation
ft:title
Data Integrity Suite
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en-US
PublicationType
pt_product_guide
copyrightfirst
2000
copyrightlast
2026

Technical assets are the individual instances or entities that fall under technical asset types. They represent the actual software, hardware, or network components essential for IT system operation. You can create, view, and manage technical assets in the Catalog. Each technical asset is categorized under a specific asset type, allowing for detailed inventory management and oversight. By maintaining a complete inventory of technical assets, organizations can conduct data quality checks, automate configuration processes, and optimize resource usage.

  1. Go to Catalog > Technical to view all asset types, descriptions, and counts in list or card view.
    What's changed: In the new user experience, Table View replaces List View. For more information on the new experience, see About the new user experience.
  2. Select the arrows next to column headers to sort assets in ascending or descending order.
  3. Select Create Asset.
    The Create Asset option is available only to users with the required permissions.
  4. In the Create Asset dialog, select an Asset type and complete required and optional fields. If no suitable asset type exists, contact your administrator to create one.
  5. Select Create or Create and Add Another. The system validates that key fields are unique; validation messages appear for any non-unique fields.
  6. Select a technical asset name to open its Details page with complete information organized by page.
  7. Review the asset name and quality indicators at the top of the page:
    1. Quality Score: Displays the data quality percentage.
    2. Governance Score: Displays the governance percentage.
    3. Status: Shows certification status (for example, "Certified") when configured.
  8. Review the main details page, which includes:
    1. Description: Brief narrative about the asset.
    2. Asset Type: Type classification (for example, "Table").
    3. Tags: Categorization tags you can edit.
    4. Connector Tags: System-generated tags from data connectors.
    5. Datasource Type: Datasource type (for example, "Databricks").
    6. Location: Hierarchical path where the asset resides, excluding the asset itself.
  9. Select a field name to view detailed information in a side panel.
  10. Use the search box to filter fields or select column headers to sort.
  11. Use the search bar at the top right to search the entire Catalog without leaving the asset detail page. The search bar is available on all pages: Details, Lineage, Sample, Profile, Relationships, Rules, Scoring, Assignments, and Change History.
  12. Select Edit in the top-right corner to modify asset description, tags, and metadata.
    The Edit option is available only to users with the required permissions.

Control asset visibility and certification

Manage asset status, customize field display, and access view, edit, or delete options for technical assets.
  1. Manage asset status and certification: Status badges display certification status (such as "Certified") only when a status value is set. Organizations control their own certification process.
    1. Set a status value to display a status badge on the asset.
    2. Use a workflow with a schedule to automatically set assets to draft status when they lack a status value. For more information, see Configure a scheduled workflow.
    3. Implement workflows tailored to your internal certification process to control asset status transitions.
  2. Configure asset type fields for display: Customize how asset type fields appear on the Details page.
    1. Enable the display option to render relation lookup fields on the asset Details page. For more information, see Relation lookup.
    2. Enable Display as Badge to show a list field value in the title bar. For more information, see List.
    3. Enable Score Display in Relation Lookup to display scores within relation lookup fields.
    4. For more information, see Define fields on governance entities.
  3. Access asset menu options: Open the context menu for an asset or open its Information panel to access menu options.
    1. View Information: Opens the Information panel on the right.
    2. Open: Displays the asset Details page.
    3. Select the option to open the asset in a new browser page. The Details page opens separately.
    4. Edit: Opens the Edit Asset dialog to modify the asset configuration. This option is available only to users with the required permissions.
    5. Delete: Opens the Delete Asset dialog to remove the asset. This option is available only to users with the required permissions.

View change history for technical assets

A change history records all changes made to an asset and updates every couple of minutes. Access it the same way you access a technical asset: go to Catalog > Technical, select the desired asset, then follow the procedures in the Configure technical asset types topic. The system audits adding, editing, and deleting field values, as well as changes to relationships and responsibility overrides. You cannot view asset deletion in change history because the change history page becomes inaccessible after deletion.