Tools → External Assets Manager (Preview)

About External Assets Manager

The External Assets Manager enables Data Governors to manage systems outside Incorta, including upstream sources, such as ERP systems and data warehouses, as well as downstream tools, such as BI and reporting platforms. By integrating these external points, users gain complete end-to-end lineage visibility, extending data governance across the entire data journey.

External Assets Manager Access Permissions

• Users with the SuperRole or Data Governor role can manage external assets.
• Data Catalog Users can browse these assets and their lineage in view-only mode, providing them with the full context of the data’s origin and destination.

→ To access the External Assets Manager, in the Navigation bar, select Data Governance → External Assets.

External Assets Manager Anatomy

The External Assets Manager consists of the following:

• Action bar
• Toolbar
• List view

Action bar

The Action bar has the following options:

• + New menu with the following available options:

  • New External Asset
  • Import

• More Options (⋮) menu with the following available option:

  • Export

Toolbar

The toolbar provides controls to explore and manage external assets:

List view

Each external asset appears as a row in the list view. The following table shows the available properties:

• The default sort in the list view is ascending by Name.
• To change the sort for external assets select the Name, System Type, Entity Type, Creation Date, or Last Modified column heading, and change the arrow to point down to sort descending, and up to sort ascending.

External Assets Manager Actions

Using the External Assets Manager, you can perform the following actions:

• Create an external asset
• Import external assets
• Export external assets
• View external asset lineage
• Edit an external asset
• Delete an external asset
• Audit external assets

Create an external asset

1. Navigate to Data Governance → External Assets
2. In the Action bar, select + New → External Asset.
3. In the Define an External Asset dialog, provide the following details:
   • Name: Enter a unique name for the asset.
   • Description (Optional): Add context (up to 500 characters).
   • URL (Optional): Provide a link to the external system or resource.
4. Define the System Type (Required):
   • Upstream: Choose from Database, Data Warehouse, or SaaS.
   • Downstream: Choose from Reporting or Destination.
5. Select the Entity Type (Required):
   • For Upstream: Table, Schema, View, API, or Other.
   • For Downstream: Report, Dashboard, API, or Other.
6. Sub-Entity Type (Downstream only): Specify the platform, such as Power BI, Tableau, or Other.
7. Custom Properties (Optional): Select + Add Property to define metadata as name/value pairs.
8. Associate Incorta Assets:
   • For Upstream: Select the relevant Data Sources from the list.
   • For Downstream: Use the Schemas / Business Schemas tabs to select the specific Tables or Views to associate with this asset.
9. Select Save.

Import external assets

• In the Action bar, select + New → Import, then upload a .zip folder containing external assets.

Export external assets

• In the Action bar, select More Options (⋮) → Export to export all available external assets.

View external asset lineage

• Select the Data Lineage icon next to an external asset to view its relationship with associated Incorta assets.

Edit an external asset

• Select the Edit (pencil) icon next to an external asset to update its details.

Delete an external asset

• Select the Delete (trash) icon next to an external asset to remove it.

Audit external assets

All changes and updates to External Assets are auditable. Audit files are stored in the external_assets directory, accessible from Data → Local Data Files → data_catalog_audit