Create and manage relationships between technical assets and between technical and business assets. View related business assets, models, and policies in asset details, filter relationships by type, and delete relationships when no longer needed.
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Go to Catalog > Technical.
What's changed: In the new user experience, the Technical Assets page appears as Technical. For more information on the new experience, see About the new user experience.
- Select an asset type to view all assets in that category.
- Select an asset name to open its details view.
- Go to the Relationships page.
- Select Create Relationship.
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Choose a relationship type from the dropdown menu. Select
Maps to Business Terms for
technical-to-business relationships, or select the
appropriate type for technical-to-technical
relationships.
Note: You can relate only a single asset for many-to-one relationship types.
- Select Select Assets to view available assets.
- Select an asset from the list and select Create Relationship.
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Verify the relationship now appears on the
Relationships page.
For relationship types configured for business context, the Business Context area on the asset details view updates with related business assets, models, or policies without requiring a browser refresh.
- Select the Filter button to view all relationship types and their counts.
- Check the box next to a relationship type to display only that type.
- Select the Information button next to a relationship type to view all assets related through that type.
View business context for a technical asset
Review related business assets, models, and policies from a technical asset details view.
Related business assets, models, and policies appear in the Business Context area of the technical asset details view. You can review and open related business context without leaving the asset details view.
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Locate the Business Context area
in the asset details view.
Note: Business context appears as an inline, read-only list grouped by asset type.
- Review the related assets. The display shows each asset name and type so you can identify the business context for the technical asset.
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Select an available related asset to open its details
page.
Assets that you do not have permission to view remain visible as business context, but they are not available for navigation.The related asset opens in the same view or a new page, depending on your browser settings.
Example: Viewing business terms for a database column
When you open the details view for a database column, the Business Context area displays associated business terms and other configured business context. For example, a customer information column might show "Customer ID," "Customer Name," and "Customer Email" as links. Select any available term to view its definition and understand how the technical asset relates to your business data model.
Delete relationships
Remove relationships between assets when they are no longer needed.
- Locate the relationship you want to delete. Use the Filter option to narrow the list if needed.
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Open the context menu next to the relationship type or
related asset name and select
Delete.
The Delete option is available only to users with the required permissions.
- Review the relationship details in the Delete Relationship dialog to confirm you are deleting the correct relationship.
- Select Delete to remove the relationship immediately.
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Verify the relationship no longer appears in the
Relationships page.
Warning: Deletions cannot be undone. Confirm you are deleting the correct relationship before proceeding.