You can create queries to find catalog assets. Queries
are based on the properties and relationships of a selected asset
type.
Before you begin
Your role determines what query actions are available to
you in the interface. For example, if you have the Information Governance Catalog Basic
User role, you do not see the Queries tab because you are not authorized
to work with queries.
To create a user query, you must have
any Information Governance Catalog role
except Basic User.
To publish a query, you must have the Information Governance Catalog Glossary
Administrator or the Information Governance Catalog Information
Asset Administrator role.
About this task
You use the Available Properties list
to populate the Criteria and Display tabs.
You can expand the list of any related asset type to select properties
or objects to list in the query result. You can add multiple conditions
and subconditions, selecting properties and related objects from the Properties list
to make the query results as precise as needed. By default, all conditions
and subconditions must be met, but you can change the setting so that
any condition can be met. You can set this value separately for each
condition or each subcondition.
On the Criteria tab,
you specify the conditions under which results are returned.
Depending
on the type of the property, you can narrow your query. For example,
if the property is type text, you can narrow your query by using Begins
with,Is null,Is not, or Contains. If the
property is type date, you can choose a date range by using Is
between with begin and end dates. If the property is a relationship,
you can choose Is null or Is not null.
Procedure
If workflow is enabled, click either Glossary
Development or Catalog, depending
on the catalog that you want to search. Otherwise, click Catalog.
Click Queries.
In the Manage Queries window, click New.
From the Asset Type list,
select the type of asset that you want to build the query on.
The query returns the specified information about assets
of this type and information about any related assets that you specify.
Optional: Specify which results to display:
Click the Display tab. In the Available
Properties list, select a property or a related asset.
Related assets are indicated by a plus sign (+). You can expand a
related asset to select its properties or related assets. Double-click
the asset or click the Select button .
The selected property or related asset
is added to the Displayed Properties list of
the Display tab. You can select more properties
and add them to the list. You can reorder the displayed properties
and rename the displayed properties. If you rename a displayed property,
only the labels in the display results are affected by the name change.
Select the Display only those property values
that match the query criteria check box if you want to
limit the query results to only those assets that match the criteria
in the Criteria tab.
If you
select this check box, the criteria is applied to the asset on which
you are making the query and on all selected relationships.
For example, you want to create a query to display all
databases that have a database table with the prefix WHS. If the Display
only those property values that match the query criteria check
box is clear, the query results include the assets on which you are
making the query, all database tables, even those database tables
without the prefix WHS.
If the Display only those property values
that match the query criteria check box is selected, the
query results display the asset on which you are making the query
and only those database tables with the prefix WHS.
Select the Display the asset ID in the query
results check box if you want to include the asset ID
in the query results.
The asset ID might change with
each query. Therefore, when you save the query, the asset ID is not
saved with the query. All other query properties are saved.
Optional: Specify criteria for returning results:
On the Criteria tab, click the
Add Condition button , and then click Add
Condition.
In the Available Properties list,
select an property or a related asset. Related assets are indicated
by a plus sign (+). You can expand a related asset to select its properties
or related assets. Double-click the asset or click the Select button .
The selected property is displayed in
the condition.
On the Criteria tab, specify
a value for the selected property.
Optional: Click the numbered arrow on a condition to add subconditions
or more conditions. Add properties and specify values for each new
condition or subcondition.
Pattern matching of text
that you enter is case-sensitive and affects the query results.
Specify whether all or any of the criteria must be met
for the query to return results. To change the specification, click All to
change to Any, or click Any to
change to All. You must do this step for all
conditions and for each individual condition or subcondition that
has subconditions.
If you do not specify criteria, the query returns all assets
of the type that you select from the Asset Type list.
Save the query:
In the Untitled Query window, click Save.
In the Save Query window, enter
a name and description for the query.
Optional: Select the Publish
Query check box to publish the query so that other users
can see and run it.
This check box is not displayed if
you do not have the correct role to publish queries.
Click Save.
If
the Display the asset ID in the query results check
box is selected, the asset ID is not saved in the query. To see the
query results with the asset ID, click Run before
you click Save.
Example
Example 1: A query whose results are shown in one tab
You design a query to list
databases, their schemas, and the database tables of those schemas. The database DW has three
database schemas. Each database schema has its own database tables.
In this query result, a
correlation exists between the database schema and the database tables that it contains.
Table 1. Query Results in a Single Tab that Show Correct Correlation
Asset Name
Database Schemas
Database Tables
DW
Product
Plant
WHS_Product
Sales
WHS_Sales
Schema1
Process
Example 2: A query whose results are shown in several tabs
You design a query
to list data classes, their description, their stewards, and the assets that they classify. One data
class is called ZipCode. Two stewards are assigned to this data class. ZipCode classifies two
database columns that are called Ohio and Washington.
In this query, the results are
displayed in two tabs. One tab for data class, description, and steward, and a second tab for data
class, description, and the assets that it classifies. The query results might show the following
data in each tab:
Table 2. Query Results in the Stewards Tab
Asset Name
Description
Stewards
ZipCode
Postal zip code
Max
Moritz
Table 3. Query Results in the Classifies Assets Tab
Asset Name
Description
Classifies Asset
ZipCode
Postal zip code
Ohio
Washington
Displaying the query results in two tabs prevents you from misinterpreting the results. In
this example, if the results were in a single tab, you might erroneously think that a correlation
exists between a steward and a classified asset. For example, you might think that Ohio is managed
by Max.
Table 4. Query Results in a Single Tab that Show Erroneous Correlation
Asset Name
Description
Stewards
Classifies Asset
ZipCode
Postal zip code
Max
Ohio
Moritz
Washington
Tip: To avoid any confusion of multiple tabs, design your query to be simple enough for
one tab, or divide the query into several queries.