Asset Types

What is an asset type?

Asset types are used when registering new assets. They help classify the asset and collect correct information to set up the appropriate connection to the asset.

step 1

How do I add a new asset type?

Click the Settings cog icon at the top right hand corner.

Select Asset Types.

Click on New Asset Type.

step 2

Enter an asset Type (required).

Enter an asset Sub Type (if applicable).

For Icon, you will need to go to Font Awesome (font and icon toolkit).

Select the icon you want to use for the asset type.

Copy the class name.

Paste it in the Icon field (required). The format for this field is the class name taken from Font Awesome prefixed with ‘fa’ (E.G. fa <fa-classname>).

Enter the Icon Colour (required). This should be in hexadecimal code (E.G. #ffffff).

Select a Category (Report or Data Source).

Asset types in both categories of Report and Data Source will also appear in the Data Catalogue. The opposite does not apply as Entity Types created for the Data Catalogue will not appear in the BI Catalogue and cannot be selected as a category when creating an Asset Type.

If you selected the Report category, URL will be the only option available under ‘Action’.

Enter a URL Description

Select No for ‘Embed Assets’. We will cover how to embed assets in another section of the User Guide.

step 3

If you selected the Data Source category, you will have the option of ODC File and ‘URL’ under ‘Action’.

For ‘URL’, provide a URL Description (do the same as above).

However, if you select ‘ODC File’, you will need to provide a OCD file template. Follow the steps here to create an ODC file.

Replace all asset specific values with a token in the format of {{Token Name}}.

Copy and paste the code into the ODC Template field.

Tokens will automatically be detected. You can provide a friendly name for each of the tokens.

step 4

Click Save.

The new type will be listed in the Asset Types list.

Enterprise BI Portal Asset Types

Enterprise BI Portal comes with a default set of asset types to use when you first install the application. These Asset types are built in and cannot be removed, but there are some properties of these Asset types that can be edited.

Below is a list of these asset types:

Enterprise BI Portal Asset Types

This Asset Type List will also include Entity Types from the Data Catalogue. Entity types can only be created in the Data Catalogue, and their only editable fields are the Icon and Icon Colour.