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Asset - Term Link

The asset - term link package automatically detects terms with the same (or similar) name of assets and links them together.

To avoid to blindly let the package to link terms with assets, an option to preview the ouput is provided. The typical path to use this package would be:

  1. Ask the package to generate the asset-term link preview.
  2. If happy with the output, ask the package to link terms with assets.

The package also provides a method to remove terms from assets (only the relationships created by the package itself).

Configuration

Configurations

  • Case sensitive: whether to match asset names using a case sensitive logic, default: No.
  • Output type, default: Preview:
    • Preview: to generate a csv with the term-asset link preview.
    • Generate: to create the term-asset link.
    • Delete: to delete the term-asset link.
  • Regex to match characters to replace (optional): if there is a re-naming happening between the term and the asset that can be identified by a regex pattern, use this field to identify the characters to be replaced.
  • Regex with replacements characters (optional): if there is a re-naming happening between the term and the asset that can be identified by a regex pattern, use this field to specify the replacements characters.
  • Name prefix (optional): prefix to add to terms to match with assets.
  • Name suffix (optional): suffix to add to terms to match with assets.

Warning

The suffix and prefix are applied after the regex replacement.

Filters

  • In scope assets: comma separated asset types (in scope for the term assignment). Please refer to the following link for the list of asset types: https://developer.atlan.com/models/
  • Qualified name prefix (Asset filter) (Optional): starting value for a qualifiedName that will determine which assets to match with glossary terms. If blank all assets with type defined in In scope assets are considered.
  • Tags prefix (Asset filter) (Optional): tags (comma separated) filter to apply to assets that will determine which assets to match with glossary terms. If blank all assets with type defined in In scope assets are considered.
  • Glossary list (Term filter) (Optional): list of comma separated glossary names. Only terms belonging to these glossaries are used. If blank all glossaries are considered.
  • Glossary certificate filter (Term filter) (Optional): glossary term certificate. Only terms with the specified certificate status are used. If blank the filter is ignored.

What it does

  1. Retrieve the list of terms.
  2. Update each term name accoring to regex, suffix and prefix defined in the workflow config.
  3. Compare the created term name with the list of asset types defined in the Asset types config parameter (filters, if defined, are applied here).
  4. Based on the output type defined in the configuration different logics are executed:

    A csv file with the list of matching term-asset combinations is generated with the following columns:

    • asset_guid
    • asset_type_name
    • asset_qualified_name
    • asset_name
    • term_guid
    • term_qualified_name
    • term_name
    • term_glossary

    How to download the file

    The file with the preview can be downloaded from the Argo workflow log screen.

    Warning

    The preview file is always generated even if Preview is not selected as ouput type.

    Link terms with assets.

    Remove terms from assets.

    Warning

    Only terms linked using this package are removed from the assets.