Managing assets in projects

If you have the Editor or Admin role in a project, you can manage assets. You can see all assets on the Assets page in a project.

Edit assets

You can edit the properties of all types of assets, such as the asset name, description, and tags. Tags are text labels that are common across the platform and can be added by any user. A tag consists of one string. It can contain spaces, letters, numbers, underscores, dashes, and the symbols # and @. Use a comma to separate tag values.

What else you can edit depends on the type of asset.

Data assets from files, connected data assets, or imported data assets
Click the data asset name to open the asset. For some types of data, you can see a preview of the asset contents. To edit the data asset properties, such as its name, tags, and description, click the corresponding edit icon (Edit icon) on the information pane. To create or update a profile of relational data, click the Profile tab. To cleanse and shape relational data, click Refine to open the data asset in Data Refinery.
Connection assets
Click the connection asset name to edit the connection properties, such as the name, description, and connection details.
Click the notebook name to see the notebook in preview mode. To edit the notebook with the Jupyter notebook editor, click the edit icon (Edit icon) next to the notebook name either on the Assets page or from the notebook preview.
Metadata import assets
Click the metadata import asset name to open the asset. If at least one import job was run, you can see a list of the imported assets. To view details about the metadata import configuration, click the information icon at the top.
Other operational assets
Click the name of the operational asset to open it in the appropriate editor tool. To edit the asset properties, such as its name, tags, and description, click the corresponding edit icon (Edit icon) on the information pane.

On the Assets page, the lock icon (Lock icon) indicates that another collaborator is editing the asset or locked the asset to prevent editing by other users.

The color of the lock indicates whether you can unlock and edit a locked asset:

  • Blue: You can unlock a locked asset if you locked it or if you have the Admin role in the project. You can see the collaborator who locked the asset if you hover over the lock.
  • Black: You can’t unlock a locked asset if you didn’t lock it and you have the Editor or Viewer role in the project.

When you unlock an asset that another collaborator is editing, you take control of the asset. The other collaborator is not notified and any changes made by that collaborator are overwritten by your edits.

Delete an asset from a project

If you have the Admin role, you can delete assets from the project.

To delete an asset from a project, choose the Delete or the Remove option from the action menu next to the asset on the project Assets page. When you delete an asset, its associated file, if it has one, is also deleted. However, when you delete a connected data asset, the data in the associated data source is not affected.