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To view metadata by type category and item category: 1. From
- From any Metadata Manager window, click Types in the navigation path, or click the Types bottom tab to display types in the workspace.
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- In the left navigation, click to select the category.
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- Scroll down and double click the type you wish to view in the workspace.
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- 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.
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- To narrow down the selection of items, click the appropriate item category in the left navigation.
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- In the workspace, you see the item list for the specific category you selected.
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- To view the item details, scroll down or click Find, and double click an item.
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- You see the Item Detail window for the item you selected.
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- To return to the item list, click the type name in the navigation path, or click the Items bottom tab.
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- 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.
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- To return to the Types window, click Types in the navigation path, or click the Types bottom tab.
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To edit an existing type: 1. From
- From any Metadata Manager window, click Types in the navigation path, or click the Types bottom tab to display types in the workspace.
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- In the Types window, click a row to select the type you wish to edit.
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- Click Metadata, click the Types drop down and select Edit.
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- You see the Editing Type window.
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- Make the appropriate changes.
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- Click Save to save your changes.
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- To close this window without saving your changes, click Close.
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- You see the Close Editor dialog box.
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- Click Yes to close the Editing Type window without saving your changes. Click No to continue editing.
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To add a new type: 1. From
- From any Metadata Manager window, click Types in the navigation path, or click the Types bottom tab to display types in the workspace.
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- Click Metadata, click the Types drop down and select Create.
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- You see the New Type window.
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- In the Type text box, enter the new type name.
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- Click to select Element or Map.
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- In the Description text box, enter the type description.
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- In the Collector Information area, review all the bots that are currently available for the selected type. See the Manage Bots section.
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- 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.
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- 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.
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- In the Item Attributes right area, click the green plus sign.
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- You see the Edit Attribute dialog box.
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- 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.
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- Click the white and green check mark to save the new attribute.
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- 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.
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- Click Save to save your changes.
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- Click Close to close the New Type window.
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To delete an existing metadata type: 1. From
- From any Metadata Manager window, click Types in the navigation path, or click the Types bottom tab to display types in the workspace.
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- In the Types window, click a row with the type you wish to delete. To select several rows, press and hold the CTRL key.
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- Click Metadata, click the Types drop down and select Delete.
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- You see the Delete Type dialog box.
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- Click Yes to delete the type you selected. Click No to cancel the delete.