Register an Asset

How do I create an asset and make it visible to other users?

Making an asset visible to users across the organisation is a two step process. Assets first need to be registered in Enterprise BI Portal and then published.

There are two ways of registering an asset:

  • Manually
  • Using a data source

How do I register an asset manually?

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

Select Register.

Enter a Name for the asset (required).

You can enter in a Description for the asset. Alternatively, a description can be added at a later stage.

Click Next to continue.

step 1

Enter the asset Type (required).

When registering an asset, Asset Type reports and data sources are available in the drop-down to select. Entity types from the Data Catalogue are not applicable here.

In the example below we have selected a ‘Website’ type.

Enter the URL for the asset.

step 2

Click Next to continue.

You can assign Tags to the assets. Alternatively, you can choose to skip this and assign them at a later stage.

To assign a tag click Edit.

Enter a tag.

Click Add.

Continue to add tags by repeating the steps above.

Click Close when done.

You can assign Experts to the assets. Alternatively, you can choose to skip this and assign them at a later stage.

To assign an expert click Edit.

Start by typing the name into the field. A list of users and groups will appear as you type.

Select a user or group to assign as an expert for the asset.

Continue to add experts by repeating the steps above.

Click Close when done.

step 3

Click Register to create the new asset.

The asset is now registered.

You have the option to Register another item or View items.

step 4