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View Metadata by Type and Item Categories

To view metadata by type category and item category:

1. From any Metadata Manager window, click Types in the navigation path, or click the Types bottom tab to display types in the workspace.
2. In the left navigation, click to select the category.
3. Scroll down and double click the type you wish to view in the workspace.
   If the type you selected contains a large number of items, you may see a message above the workspace stating that only the first 500 items are displayed and you need to narrow down your selection.
4. To narrow down the selection of items, click the appropriate item category in the left navigation.
   In the workspace, you see the item list for the specific category you selected.
5. To view the item details, scroll down or click Find, and double click an item.
   You see the Item Detail window for the item you selected.
6. To return to the item list, click the type name in the navigation path, or click the Items bottom tab.
   If you drilled down multiple categories to view a specific item, these categories are displayed as filters in the navigation path. Click the red X in the navigation path to close each filter.
7. To return to the Types window, click Types in the navigation path, or click the Types bottom tab.

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Edit a Metadata Type

To edit an existing type:

1. From any Metadata Manager window, click Types in the navigation path, or click the Types bottom tab to display types in the workspace.
2. In the Types window, click a row to select the type you wish to edit.
3. Click Metadata, click the Types drop down and select Edit.
   You see the Editing Type window.
4. Make the appropriate changes.
5. Click Save to save your changes.
6. To close this window without saving your changes, click Close.
   You see the Close Editor dialog box.
7. Click Yes to close the Editing Type window without saving your changes. Click No to continue editing.

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Create a Metadata Type

To add a new type:

1. From any Metadata Manager window, click Types in the navigation path, or click the Types bottom tab to display types in the workspace.
2. Click Metadata, click the Types drop down and select Create.
   You see the New Type window.
3. In the Type text box, enter the new type name.
4. Click to select Element or Map.
5. In the Description text box, enter the type description.
6. In the Collector Information area, review all the bots that are currently available for the selected type. See the Manage Bots section.
7. To add more bots, click +FS or +DB and select the type of bot based on the metadata being loaded, for example, Items, Parents and Children, Attributes (for Item Attributes), Map Attributes, or Mapping.
8. In the Type Attributes area, you can add a name to the existing category and the new type will be grouped by that name. Click next to the type attribute and enter a name, if required.
9. In the Item Attributes right area, click the green plus sign.
   You see the Edit Attribute dialog box.
10. Enter the new item attribute name and complete all the appropriate options. If required, click the green plus sign to assign a value to the attribute and click the white and green check mark.
11. Click the white and green check mark to save the new attribute.
12. If you wish the new attribute to appear as a category in the left navigation, click to select Is Category. If you wish the new attribute to appear as a column in the Items window, click to select Show in Items screen. You can also set the new attribute as Readonly or Locked.
13. Click Save to save your changes.
14. Click Close to close the New Type window.

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Delete a Metadata Type

To delete an existing metadata type:

1. From any Metadata Manager window, click Types in the navigation path, or click the Types bottom tab to display types in the workspace.
2. In the Types window, click a row with the type you wish to delete. To select several rows, press and hold the CTRL key.
3. Click Metadata, click the Types drop down and select Delete.
   You see the Delete Type dialog box.
4. Click Yes to delete the type you selected. Click No to cancel the delete.