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