Merge pull request #204077 from djpmsft/purview-updates

Rich text documentation

Author: v-stsavell

articles/purview/catalog-asset-details.md

@@ -1,29 +1,28 @@
 ---
-title: How to view, edit, and delete assets
-description: This how to guide describes how you can view and edit asset details. 
+title: Asset details page in the Microsoft Purview Data Catalog
+description: View relevant information and take action on assets in the data catalog
 author: djpmsft
 ms.author: daperlov
 ms.service: purview
 ms.subservice: purview-data-catalog
 ms.topic: how-to
-ms.date: 02/24/2022
+ms.date: 07/25/2022
 ---
-# View, edit and delete assets in Microsoft Purview catalog
-
-This article discusses how you can view your assets and their relevant details. It also describes how you can edit and delete assets from your catalog.
+# Asset details page in the Microsoft Purview Data Catalog
 
+This article discusses how assets are displayed in the Microsoft Purview Data Catalog. It describes how you can view relevant information or take  action on assets in your catalog.
 ## Prerequisites
 
 - Set up your data sources and scan the assets into your catalog.
 - *Or* Use the Microsoft Purview Atlas APIs to ingest assets into the catalog. 
 
-## Viewing asset details
+## Open an asset details page
 
-You can discover your assets in the Microsoft Purview data catalog by either:
+You can discover your assets in the Microsoft Purview Data Catalog by either:
 - [Browsing the data catalog](how-to-browse-catalog.md)
 - [Searching the data catalog](how-to-search-catalog.md)
 
-Once you find the asset you are looking for, you can view all of its details, edit, or delete them as described in following sections.
+Once you find the asset you're looking for, you can view all of the asset information or take action on them as described in following sections.
 
 ## Asset details tabs explained
 
@@ -32,74 +31,121 @@ Once you find the asset you are looking for, you can view all of its details, ed
 - **Overview** - An asset's basic details like description, classification, hierarchy, and glossary terms.
 - **Properties** - The technical metadata and relationships discovered in the data source. 
 - **Schema** - The schema of the asset including column names, data types, column level classifications, terms, and descriptions are represented in the schema tab.
-- **Lineage** - This tab contains lineage graph details for assets where it is available.
+- **Lineage** - This tab contains lineage graph details for assets where it's available.
 - **Contacts** - Every asset can have an assigned owner and expert that can be viewed and managed from the contacts tab.
-- **Related** - This tab lets you navigate through the technical hierarchy of assets that are related to the current asset you are viewing.
+- **Related** - This tab lets you navigate through the technical hierarchy of assets that are related to the current asset you're viewing.
 
 ## Asset overview
-The overview section of the asset details gives you a summarized view of an asset. The sections that follow explains the different parts of the overview page.
+The overview section of the asset details gives a summarized view of an asset. The sections that follow explains the different parts of the overview page.
 
-### Asset hierarchy
+:::image type="content" source="media/catalog-asset-details/asset-detail-overview.png" alt-text="Screenshot that shows the asset details overview page.":::
 
-You can view the full asset hierarchy within the overview tab. As an example: if you navigate to a SQL table, then you can see the schema, database, and the server the table belongs to.
+### Asset description
 
-:::image type="content" source="media/catalog-asset-details/asset-hierarchy.png" alt-text="Asset hierarchy":::
+An asset description gives a synopsis of what the asset represents. You can add or update an asset description by [editing the asset](#editing-assets).
 
-### Asset classifications
+#### Adding rich text to a description
 
-Asset classifications identify the kind of data being represented, and are applied manually or during a scan. For example: a National ID or passport number are supported classifications. (For a full list of classifications, see the [supported classifications page](supported-classifications.md).) The overview tab reflects both asset level classifications and column level classifications that have been applied, which you can also view as part of the schema.
+Microsoft Purview enables users to add rich formatting to asset descriptions such as adding bolding, underlining, or italicizing text. Users can also create tables, bulleted lists, or hyperlinks to external resources.
 
-:::image type="content" source="media/catalog-asset-details/asset-classifications.png" alt-text="Asset classifications":::
+:::image type="content" source="media/catalog-asset-details/rich-text-editor.png" alt-text="Screenshot that shows the rich text editor.":::
 
-### Asset description
+Below are the rich text formatting options:
 
-You can view the description on an asset in the overview section. You can add an asset description by [editing the asset](#editing-assets)
+| Name | Description | Shortcut key |
+| ---- | ----------- | ------------ |
+| Bold | Make your text bold. Adding the '*' character around text will also bold it.  | Ctrl+B |
+| Italic | Italicize your text. Adding the '_' character around text will also italicize it. | Ctrl+I |
+| Underline | Underline your text. | Ctrl+U |
+| Bullets | Create a bulleted list. Adding the '-' character before text will also create a bulleted list. | |
+| Numbering | Create a numbered list Adding the '1' character before text will also create a bulleted list. | | 
+| Heading | Add a formatted heading | |
+| Font size | Change the size of your text. The default size is 12. | |
+| Decrease indent | Move your paragraph closer to the margin. | |
+| Increase indent | Move your paragraph farther away from the margin. | |
+| Add hyperlink | Create a link in your document for quick access to web pages and files. | | 
+| Remove hyperlink | Change a link to plain text. | |
+| Quote | Add quote text | |
+| Add table | Add a table to your content. | |
+| Edit table | Insert or delete a column or row from a table | |
+| Clear formatting | Remove all formatting from a selection of text, leaving only the normal, unformatted text. | |
+| Undo | Undo changes you made to the content. | Ctrl+Z | 
+| Redo | Redo changes you made to the content. | Ctrl+Y | 
 
-:::image type="content" source="media/catalog-asset-details/asset-description.png" alt-text="Asset description":::
+> [!NOTE]
+> Updating a description with the rich text editor updates the `userDescription` field of an entity. If you have already added an asset description before the release of this feature, that description is stored in the `description` field. When overwriting a plain text description with rich text, the entity model will persist both `userDescription` and `description`. The asset details overview page will only show `userDescription`. The `description` field can't be edited in the Microsoft Purview studio user experience.
 
-### Asset glossary terms
+### Classifications
 
-Asset glossary terms are a managed vocabulary for business terms that can be used to categorize and relate assets across your environment. For example, terms like 'customer', 'buyer', 'cost center', or any terms that give your data context for your users. For more information, see the [business glossary page](concept-business-glossary.md). You can view the glossary terms for an asset in the overview section, and you can add a glossary term on an asset by [editing the asset](#editing-assets).
+Classifications identify the kind of data being represented by an asset or column such as "ABA routing number", "Email Address", or "U.S. Passport number". These attributes can be assigned during scans or added manually. For a full list of classifications, see the [supported classifications in Microsoft Purview](supported-classifications.md). You can see classifications assigned both to the asset and columns in the schema from the overview page.which you can also view as part of the schema.
 
-:::image type="content" source="media/catalog-asset-details/asset-glossary.png" alt-text="Asset glossary terms":::
+### Glossary terms
 
-## Editing assets
+Glossary terms are a managed vocabulary for business terms that can be used to categorize and relate assets across your organization. For more information, see the [business glossary page](concept-business-glossary.md). You can view the assigned glossary terms for an asset in the overview section. If you're a data curator on the asset, you can add or remove a glossary term on an asset by [editing the asset](#editing-assets).
 
-You can edit an asset by selecting the edit icon on the top-left corner of the asset.
+### Collection hierarchy
 
-:::image type="content" source="media/catalog-asset-details/asset-edit-delete.png" alt-text="Asset edit and delete buttons":::
+In Microsoft Purview, collections organize assets and data sources. They also manage access across the Microsoft Purview governance portal. You can view an assets containing collection under the **Collection path** section.
+
+### Asset hierarchy
+
+You can view the full asset hierarchy within the overview tab. As an example: if you navigate to a SQL table, then you can see the schema, database, and the server the table belongs to.
+
+## Asset actions
+
+Below are a list of actions you can take from an asset details page. Actions available to you vary depending on your permissions and the type of asset you're looking at. Available actions are generally available on the global actions bar. 
+
+:::image type="content" source="media/catalog-asset-details/asset-details-actions.png" alt-text="Screenshot that shows actions available on the asset details page.":::
+
+### Editing assets
+
+If you're a data curator on the collection containing an asset, you can edit an asset by selecting the edit icon on the top-left corner of the asset.
 
 At the asset level you can edit or add a description, classification, or glossary term by staying on the overview tab of the edit screen.
 
 You can navigate to the schema tab on the edit screen to update column name, data type, column level classification, terms, or asset description.
 
 You can navigate to the contact tab of the edit screen to update owners and experts on the asset. You can search by full name, email or alias of the person within your Azure active directory.
 
-### Scans on edited assets
+#### Scan behavior after editing assets
 
-If you edit an asset by adding a description, asset level classification, glossary term, or a contact, later scans will still update the asset schema (new columns and classifications detected by the scanner in subsequent scan runs).
+ Microsoft Purview works to reflect the truth of the source system whenever possible. For example, if you edit a column and later it's deleted from the source table. A scan will remove the column metadata from the asset in Microsoft Purview.
 
-If you make some column level updates, like adding a description, column level classification, or glossary term, then subsequent scans will also update the asset schema (new columns and classifications will be detected by the scanner in subsequent scan runs). 
+Both column-level and asset-level updates such as adding a description, glossary term or classification don't impact scan updates. Scans will update new columns and classifications regardless if these changes are made.
 
-Even on edited assets, after a scan Microsoft Purview will reflect the truth of the source system. For example: if you edit a column and it's deleted from the source, it will be deleted from your asset in Microsoft Purview. 
+If you update the **name** or **data type** of a column, subsequent scans **won't** update the asset schema. New columns and classifications **won't** be detected.
+### Request access to data
 
->[!NOTE]
-> If you update the **name or data type of a column** in a Microsoft Purview asset, later scans **will not** update the asset schema. New columns and classifications **will not** be detected.
+If a [self-service data access workflow](how-to-workflow-self-service-data-access-hybrid.md) has been created, you can request access to a desired asset directly from the asset details page! To learn more about Microsoft Purview's data policy applications, see [how to enable data use management](how-to-enable-data-use-management.md).
 
-## Deleting assets
+### Open in Power BI
 
-You can delete an asset by selecting the delete icon under the name of the asset.
+Microsoft Purview makes it easy to work with useful data you find the data catalog. You can open certain assets in Power BI Desktop from the asset details page. Power BI Desktop integration is supported for the following sources. 
 
-### Delete behavior explained
+- Azure Blob Storage
+- Azure Cosmos DB
+- Azure Data Lake Storage Gen2
+- Azure Dedicated SQL pool (formerly SQL DW)
+- Azure SQL Database
+- Azure SQL Managed Instance
+- Azure Synapse Analytics
+- Azure Database for MySQL
+- Azure Database for PostgreSQL
+- Oracle DB
+- SQL Server
+- Teradata
 
-Any asset you delete using the delete button is permanently deleted in Microsoft Purview. However, if you run a **full scan** on the source from which the asset was ingested into the catalog, then the asset is reingested and you can discover it using the Microsoft Purview catalog.
+### Deleting assets
 
-If you have a scheduled scan (weekly or monthly) on the source, the **deleted asset will not get re-ingested** into the catalog unless the asset is modified by an end user since the previous run of the scan.   For example, if a SQL table was deleted from Microsoft Purview, but after the table was deleted a user added a new column to the table in SQL, at the next scan the asset will be rescanned and ingested into the catalog.
+If you're a data curator on the collection containing an asset, you can delete an asset by selecting the delete icon under the name of the asset.
+
+Any asset you delete using the delete button is permanently deleted in Microsoft Purview. However, if you run a **full scan** on the source from which the asset was ingested into the catalog, then the asset is reingested and you can discover it using the Microsoft Purview catalog.
 
-If you delete an asset, only that asset is deleted. Microsoft Purview does not currently support cascaded deletes. For example, if you delete a storage account asset in your catalog - the containers, folders and files within them are not deleted. 
+If you have a scheduled scan (weekly or monthly) on the source, the **deleted asset won't get re-ingested** into the catalog unless the asset is modified by an end user since the previous run of the scan. For example, say you manually delete a SQL table from the Microsoft Purview Data Map. Later, a data engineer adds a new column to the source table. When Microsoft Purview scans the database, the table will be reingested into the data map and be discoverable in the data catalog.
 
+If you delete an asset, only that asset is deleted. Microsoft Purview doesn't currently support cascaded deletes. For example, if you delete a storage account asset in your catalog - the containers, folders and files within them will still exist in the data map and be discoverable in the data catalog.
 
 ## Next steps
 
-- [Browse the Microsoft Purview Data catalog](how-to-browse-catalog.md)
+- [Browse the Microsoft Purview Data Catalog](how-to-browse-catalog.md)
 - [Search the Microsoft Purview Data Catalog](how-to-search-catalog.md)

articles/purview/concept-best-practices-scanning.md

@@ -156,7 +156,7 @@ After you register your source in the relevant [collection](./how-to-create-and-
 
 - If a field or column, table, or a file is removed from the source system after the scan was executed, it will only be reflected (removed) in Microsoft Purview after the next scheduled full or incremental scan.
 - An asset can be deleted from a Microsoft Purview catalog by using the **Delete** icon under the name of the asset. This action won't remove the object in the source. If you run a full scan on the same source, it would get reingested in the catalog. If you've scheduled a weekly or monthly scan instead (incremental), the deleted asset won't be picked unless the object is modified at the source. An example is if a column is added or removed from the table.
-- To understand the behavior of subsequent scans after *manually* editing a data asset or an underlying schema through the Microsoft Purview governance portal, see [Catalog asset details](./catalog-asset-details.md#scans-on-edited-assets).
+- To understand the behavior of subsequent scans after *manually* editing a data asset or an underlying schema through the Microsoft Purview governance portal, see [Catalog asset details](./catalog-asset-details.md#editing-assets).
 -  For more information, see the tutorial on [how to view, edit, and delete assets](./catalog-asset-details.md).
 
 ## Next steps