https://docs.dataedo.com/assets/js/254711d9.8dea996f.js

1"use strict";(self.webpackChunkdataedo=self.webpackChunkdataedo||[]).push([["18406"],{83208:function(e,t,a){a.r(t),a.d(t,{frontMatter:()=>i,default:()=>g,toc:()=>c,metadata:()=>o,assets:()=>l,contentTitle:()=>d});var o=JSON.parse('{"id":"data-catalog/building-catalog/sources-in-portal/updating-sources","title":"Refreshing Imported Metadata","description":"","source":"@site/docs/data-catalog/building-catalog/sources-in-portal/updating-sources.mdx","sourceDirName":"data-catalog/building-catalog/sources-in-portal","slug":"/data-catalog/building-catalog/sources-in-portal/updating-sources","permalink":"/data-catalog/building-catalog/sources-in-portal/updating-sources","draft":false,"unlisted":false,"tags":[{"inline":true,"label":"Building Catalog","permalink":"/tags/building-catalog"},{"inline":true,"label":"Metadata Import","permalink":"/tags/metadata-import"},{"inline":true,"label":"Adding Assets","permalink":"/tags/adding-assets"},{"inline":true,"label":"Dataedo","permalink":"/tags/dataedo"}],"version":"current","lastUpdatedAt":1788159190000,"sidebarPosition":1,"frontMatter":{"id":"updating-sources","title":"Refreshing Imported Metadata","description":"","sidebar_position":1,"tags":["Building Catalog","Metadata Import","Adding Assets","Dataedo"]},"sidebar":"tutorialSidebar","previous":{"title":"Connecting to Data Sources in Portal","permalink":"/data-catalog/building-catalog/sources-in-portal/connecting-to-sources"},"next":{"title":"Manual Databases, Reportings, and Objects","permalink":"/data-catalog/building-catalog/sources-in-portal/adding-manual-databases"}}'),s=a(85893),n=a(50065),r=a(88046);let i={id:"updating-sources",title:"Refreshing Imported Metadata",description:"",sidebar_position:1,tags:["Building Catalog","Metadata Import","Adding Assets","Dataedo"]},d=void 0,l={},c=[{value:"Removing objects deleted in the source",id:"removing-objects-deleted-in-the-source",level:2}];function u(e){let t={a:"a",h2:"h2",p:"p",strong:"strong",...(0,n.a)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(t.p,{children:"Working with up-to-date data is of utmost importance for a business to ensure you make decision based on most accurate and relevant information available. As such it is very important to keep your Data Catalog and the metadata of your data sources updated."}),"\n",(0,s.jsxs)(t.p,{children:["The Dataedo ",(0,s.jsx)(t.a,{href:"/configure-and-manage/scheduler/scheduler-dashboard",children:(0,s.jsx)(t.strong,{children:"Scheduler"})})," module allows you to automate your metadata updates."]}),"\n",(0,s.jsxs)(t.p,{children:["You can schedule recurring Metadata Import tasks when first ",(0,s.jsx)(t.a,{href:"/data-catalog/building-catalog/sources-in-portal/connecting-to-sources",children:"establishing a connection"}),". At this point you are able to specify parameters like frequency, and state (active or draft) of the import."]}),"\n",(0,s.jsx)(r.Z,{src:"/img/sql-server/import-7a.png",width:"80%",alt:"schedule metadata import"}),"\n",(0,s.jsxs)(t.p,{children:["All scheduled tasks, including recurring Metadata Imports can be viewed by navigating to ",(0,s.jsx)(t.strong,{children:"Connectors>Schedule"}),". To view the sources for which Metadata Imports are configured, make sure that only the ",(0,s.jsx)(t.strong,{children:"Import Metadata"})," category is selected in the ",(0,s.jsx)(t.strong,{children:"Task type"})," field."]}),"\n",(0,s.jsx)(r.Z,{src:"/img/catalog/portal-sources/scheduler-filter.png",width:"80%",alt:"schedule metadata import"}),"\n",(0,s.jsxs)(t.p,{children:["When you expand a Data Source's tab, you will see a grid with all of its scheduled tasks. Metadata Imports will be on the top. You can further expand the task to see its details, be able to ",(0,s.jsx)(t.strong,{children:"run it immediately"}),", edit or delete it. You can also add a new Import Task for that Data Source using the ",(0,s.jsx)(t.strong,{children:"Schedule Import"})," button. You can schedule imports for all metadata in your catalogue, including those originally imported via Desktop."]}),"\n",(0,s.jsx)(r.Z,{src:"/img/catalog/portal-sources/scheduler-options.png",width:"80%",alt:"import options"}),"\n",(0,s.jsxs)(t.p,{children:["A full breakdown of adding new tasks and managing existing ones can be found in the ",(0,s.jsx)(t.a,{href:"/configure-and-manage/scheduler/scheduler-dashboard#task-planner",children:(0,s.jsx)(t.strong,{children:"Scheduler article"})}),"."]}),"\n",(0,s.jsxs)(t.p,{children:["The Scheduler ",(0,s.jsx)(t.strong,{children:"Calendar"})," tab ",(0,s.jsx)(t.strong,{children:"[1]"})," lets you view the history of scheduled tasks, including imports. This is useful when you want to control when was your Data Source last refreshed, or when is the next update going to take place. Filters ",(0,s.jsx)(t.strong,{children:"[2]"})," give you more control over the History, letting you select what exactly you want to see."]}),"\n",(0,s.jsx)(r.Z,{src:"/img/catalog/portal-sources/scheduler-calendar.png",width:"80%",alt:"calendar view"}),"\n",(0,s.jsx)(t.h2,{id:"removing-objects-deleted-in-the-source",children:"Removing objects deleted in the source"}),"\n",(0,s.jsxs)(t.p,{children:["Keeping the catalog up to date is not only about pulling in new metadata, but also about remov

1ing what no longer exists. When an object is removed in the original data source, a following Metadata Import marks it as ",(0,s.jsx)(t.strong,{children:"deleted"})," rather than erasing it, so its documentation, tags, and lineage are preserved until you decide what to do with it. Deleted objects are marked with a gray dot in grid views"]}),"\n",(0,s.jsx)(r.Z,{src:"/img/catalog/portal-sources/gray-delete.png",width:"80%",alt:"gray dots"}),"\n",(0,s.jsxs)(t.p,{children:["When you open such an object, you can permanently remove it from the catalog using the ",(0,s.jsx)(t.strong,{children:"Delete"})," option under the three-dots menu."]}),"\n",(0,s.jsx)(r.Z,{src:"/img/catalog/portal-sources/delete.png",width:"80%",alt:"gray dots"}),"\n",(0,s.jsx)(t.p,{children:"A popup will appear, where you have to confirm your decision. After the object is removed, you are taken one level up \u2014 for example, deleting a column takes you back to its table."}),"\n",(0,s.jsx)(r.Z,{src:"/img/catalog/portal-sources/delete-2.png",width:"80%",alt:"calendar view"}),"\n",(0,s.jsxs)(t.p,{children:["If you would rather review everything that was marked as deleted in one place and clean it up in bulk, use the ",(0,s.jsxs)(t.a,{href:"/data-governance/steward-hub/deleted-objects",children:[(0,s.jsx)(t.strong,{children:"Deleted Objects"})," module in Steward Hub"]}),"."]})]})}function g(e={}){let{wrapper:t}={...(0,n.a)(),...e.components};return t?(0,s.jsx)(t,{...e,children:(0,s.jsx)(u,{...e})}):u(e)}}}]);