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    Data Management:Use the asset category feature

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    Data Management:Use the asset category feature

    Last Updated:Sep 20, 2023

    The number of your instances, databases, and tables increases as your business grows. Data Management (DMS) provides the asset category feature to help classify the instances, databases, and tables, which allows administrators, developers, and O&M engineers to manage or use the assets more efficiently.

    Prerequisites

    • The database instance to be managed is a relational database or a data warehouse. For more information, see Supported database types and features.

    • You are a DMS administrator or database administrator (DBA). For information about user roles, see System roles.

    Manage asset categories

    Create an asset category

    1. Log on to the DMS console V5.0.

    2. In the top navigation bar, choose Data Assets > Categories.

      Note

      If you use the DMS console in simple mode, move the pointer over the 2022-10-21_15-25-22.png icon in the upper-left corner of the DMS console and choose All functions > Data Assets > Categories.

    3. Click Create Category. In the Edit Category dialog box, enter a category name and click OK.

      The created category is displayed in the left-side category tree.

      Note

      By default, DMS creates the Uncategorized category. All the tables that are not added to the categories that you create belong to this category.

    Create a subcategory

    Find the category you want to manage, move the pointer over the 类目其他按钮 icon, and select Create Subcategory.

    Note

    You can create a maximum of four category levels. If a table is already added to the current category, you cannot create a subcategory under the category.

    Delete an asset category

    Find the category you want to manage, move the pointer over the 类目其他按钮 icon, and select Delete.

    Note

    If the category has a subcategory or assets are already added to the category, you cannot delete the category.

    Modify the name of a category

    Find the category you want to manage, move the pointer over the 类目其他按钮 icon, and select Change.

    Add an asset to a category

    Each instance, database, and table can be added to only one category. If you add an asset to another category, the asset is removed from the original category. In the following example, a table to an asset category is added.

    1. Log on to the DMS console V5.0.

    2. In the top navigation bar, choose Data Assets > Categories.

      Note

      If you use the DMS console in simple mode, move the pointer over the 2022-10-21_15-25-22.png icon in the upper-left corner of the DMS console and choose All functions > Data Assets > Categories.

    3. Click the asset category you want to manage.

    4. On the page of the category, click Quick Add in the upper-left corner of the page.

      Note

      You can also use one of the following methods to add a table to a category:

      • On the Tables page of the table you want to manage, click the 配置类目按钮 icon next to Category. For more information, see Manage table details.

      • On the page of the Uncategorized category, find the table that you want to manage and click Associate Category in the Actions column.

    5. In the dialog box that appears, search for and select the table you want to add, and click Confirm.

      The table is added to an asset category.

      Note

      To remove a table from a category, find the table on the page of the category and click Remove from Category in the Actions column.