Merge pull request #232842 from whhender/data-catalog-updates

Data catalog updates

Author: Stacyrch140

articles/purview/catalog-asset-details.md

@@ -10,11 +10,12 @@ ms.date: 07/25/2022
 ---
 # 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.
+This article discusses how assets are displayed in the Microsoft Purview Data Catalog, and all the features and details available to them. 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. 
+- *Or* Use the Microsoft Purview Atlas APIs to ingest assets into the catalog.
 
 ## Open an asset details page
 
@@ -36,6 +37,7 @@ Once you find the asset you're looking for, you can view all of the asset inform
 - **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 a summarized view of an asset. The sections that follow explains the different parts of the overview page.
 
 :::image type="content" source="media/catalog-asset-details/asset-detail-overview.png" alt-text="Screenshot that shows the asset details overview page.":::
@@ -114,6 +116,7 @@ You can navigate to the contact tab of the edit screen to update owners and expe
 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.
 
 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
 
 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).
@@ -148,6 +151,69 @@ Any asset you delete using the delete button is permanently deleted in Microsoft
 
 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.
 
+## Ratings
+
+Assets can be rated by all users with read access, or better, to that asset in Microsoft Purview.
+Ratings allow users to give an asset a rating from 1 to 5 stars, and leave a comment about the asset.
+
+These ratings can be seen by all users with read access, and rating can be [added as a facet](how-to-search-catalog.md#use-the-facets) when [searching the data catalog](how-to-search-catalog.md) so users can find assets with a certain rating.
+
+### View ratings
+
+1. [Search](how-to-search-catalog.md) or [browse](how-to-browse-catalog.md) for your asset in Microsoft Purview and select it.
+1. In the header of the asset you can see a rating, which will show an aggregate star rating of the asset, and the number of reviews.
+    :::image type="content" source="media/catalog-asset-details/view-rating-aggregate.png" alt-text="Screenshot of a rating in the header of an asset.":::
+1. To see a percentage breakdown of the ratings, select the rating.
+1. To see specific ratings and their comments, or to add your own rating, select **Open ratings**.
+    :::image type="content" source="media/catalog-asset-details/open-rating-details.png" alt-text="Screenshot of a selected rating in the header of an asset showing the percentage breakdown.":::
+
+### Add a rating to an asset
+
+1. [Search](how-to-search-catalog.md) or [browse](how-to-browse-catalog.md) for your asset in Microsoft Purview and select it.
+1. Select the ratings button in the asset's header.
+1. Select the **Open ratings** button.
+    :::image type="content" source="media/catalog-asset-details/open-ratings.png" alt-text="Screenshot that shows the ratings button selected, and the open ratings button highlighted.":::
+1. Choose a star rating, add a comment, and select **Submit**.
+    :::image type="content" source="media/catalog-asset-details/rate-asset.png" alt-text="Screenshot of a rating, showing five start selected and a comment about the quality of the data.":::
+
+## Edit or delete your rating
+
+1. Select the ratings button in the asset's header.
+1. Select the **Open ratings** button.
+1. Under **My rating** select the ellipsis button in your rating.
+    :::image type="content" source="media/catalog-asset-details/edit-rating.png" alt-text="Screenshot of the user's rating, shown under the My rating menu, with the ellipsis button selected.":::
+1. To delete your rating, select **Delete rating**.
+1. To edit your rating, select **Edit rating**, then update your score and comment and select **Submit**.
+
+## Tags
+
+Asset can be tagged by users with data curator permissions or better, and any users with reader permissions on these assets in Microsoft Purview can see these tags.
+Users can add tags [as a filter](how-to-search-catalog.md#refine-results) when [searching the data catalog](how-to-search-catalog.md), so users can see all assets with certain tags.
+
+>[!NOTE]
+>Tag limitations:
+>
+> - An asset can only have up to 50 tags
+> - Tags can only be 50 characters
+> - Allowed characters: numbers, letters, -, and _
+
+### Add a tag to an asset
+
+If you have [data curator](catalog-permissions.md) permissions Microsoft Purview, you can add a tag to an asset by:
+
+1. [Search](how-to-search-catalog.md) or [browse](how-to-browse-catalog.md) for your asset in Microsoft Purview and select it.
+1. Select the **+ Add Tag** button under the asset's name.
+    :::image type="content" source="media/catalog-asset-details/add-new-tag.png" alt-text="Screenshot that shows the new tag button highlighted on an asset detail page.":::
+1. Select an existing available tag, or input a new tag.
+
+### Remove a tag from an asset
+
+If you have [data curator](catalog-permissions.md) permissions Microsoft Purview, you can remove a tag from an asset by:
+
+1. [Search](how-to-search-catalog.md) or [browse](how-to-browse-catalog.md) for your asset in Microsoft Purview and select it.
+1. Select the **X** button next to an existing tag under the asset's name.
+    :::image type="content" source="media/catalog-asset-details/remove-tag.png" alt-text="Screenshot that shows the remove tag button highlighted next to an existing page.":::
+1. Confirm the removal of the tag.
 
 ## Next steps
 

articles/purview/how-to-browse-catalog.md

@@ -28,11 +28,12 @@ Browse by collection allows you to explore the different collections you're a da
 
 Once a collection is selected, you'll get a list of assets in that collection with the facets and filters available in search. As a collection can have thousands of assets, browse uses the Microsoft Purview search relevance engine to boost the most important assets to the top.
 
-:::image type="content" source="media/how-to-browse-catalog/browse-collection-results.png" alt-text="Screenshot showing the browse by collection results" border="true":::
+You can also refine the list of assets using facets and filters:
 
-For certain annotations, you can select the ellipses to choose between an AND condition or an OR condition. 
+- [Use the facets](how-to-search-catalog.md#use-the-facets) on the left hand side to narrow results by business metadata like glossary terms or classifications.
+- [Use the filters](how-to-search-catalog.md#use-the-filters) at the top to narrow results by source type, [managed attributes](how-to-managed-attributes.md), or activity.
 
-:::image type="content" source="./media/how-to-search-catalog/search-and-or-choice.png" alt-text="Screenshot showing how to choose between and AND or OR condition" border="true":::
+:::image type="content" source="media/how-to-browse-catalog/browse-collection-results.png" alt-text="Screenshot showing the browse by collection results" border="true":::
 
 If the selected collection doesn’t contain the data you're looking for, you can easily navigate to related collections, or go back and view the entire collections tree.
 
@@ -53,13 +54,12 @@ A native browsing experience with hierarchical namespace is provided for each co
 > [!NOTE]
 > After a successful scoped scan, there may be delay before newly scanned assets appear in the browse experience.
 
-
 1. On the **Browse by source types** page, tiles are categorized by data sources. To further explore assets in each data source, select the corresponding tile.
 
     :::image type="content" source="media/how-to-browse-catalog/browse-asset-types.png" alt-text="Browse asset types page" border="true":::
 
    > [!TIP]
-   > Certain tiles are groupings of a collection of data sources. For example, the Azure Storage Account tile contains all Azure Blob Storage and Azure Data Lake Storage Gen2 accounts. The Azure SQL Server tile will display the Azure SQL Server assets that contain Azure SQL Database and Azure Dedicated SQL Pool instances ingested into the catalog. 
+   > Certain tiles are groupings of a collection of data sources. For example, the Azure Storage Account tile contains all Azure Blob Storage and Azure Data Lake Storage Gen2 accounts. The Azure SQL Server tile will display the Azure SQL Server assets that contain Azure SQL Database and Azure Dedicated SQL Pool instances ingested into the catalog.
 
 1. On the next page, top-level assets under your chosen data type are listed. Pick one of the assets to further explore its contents. For example, after selecting "Azure SQL Database", you'll see a list of databases with assets in the data catalog.
 

articles/purview/how-to-managed-attributes.md

@@ -16,7 +16,7 @@ Managed attributes are user-defined attributes that provide a business or organi
 ## Terminology
 
 **Managed attribute:** A set of user-defined attributes that provide a business or organization level context to an asset. A managed attribute has a name and a value. For example, “Department” is an attribute name and “Finance” is its value.
-**Attribute group:** A grouping of managed attributes that allow for easier organization and consumption. 
+**Attribute group:** A grouping of managed attributes that allow for easier organization and consumption.
 
 ## Create managed attributes in Microsoft Purview Studio
 
@@ -27,10 +27,26 @@ In Microsoft Purview Studio, an organization's managed attributes are managed in
     :::image type="content" source="media/how-to-managed-attributes/create-new-managed-attribute.png" alt-text="Screenshot that shows how to create a new managed attribute or attribute group.":::
 1. To create an attribute group, enter a name and a description.
     :::image type="content" source="media/how-to-managed-attributes/create-attribute-group.png" alt-text="Screenshot that shows how to create an attribute group.":::
-1. Managed attributes have a name, attribute group, data type, and associated asset types. Attribute groups can be created in-line during the managed attribute creation process. Associated asset types are the asset types you can apply the attribute to. For example, if you select "Azure SQL Table" for an attribute, you can apply it to Azure SQL Table assets, but not Azure Synapse Dedicated Table assets.
+1. Managed attributes have a name, attribute group, data type, and associated asset types. They also have a required flag that can only be enabled when created as part of creating a new attribute group. Associated asset types are the data asset types you can apply the attribute to. For example, if you select "Azure SQL Table" for an attribute, you can apply it to Azure SQL Table assets, but not Azure Synapse Dedicated Table assets.
     :::image type="content" source="media/how-to-managed-attributes/create-managed-attribute.png" alt-text="Screenshot that shows how to create a managed attribute.":::
 1. Select **Create** to save your attribute.
 
+### Required managed attributes
+
+When you create a managed attribute as part of a managed attribute group, you can add the **required** flag. The required flag means that a value must be provided for this managed attribute. When a data asset is edited the required attribute must be filled out before you can close the editor.
+
+>[!NOTE]
+> - You can't add the **required** flag to an existing attribute in editing. 
+> - You can't add the **required** flag while creating a new attribute outside of an attribute group.
+> You can only add this flag while creating an attribute group.
+
+1. Open the data map application and navigate to **Managed attributes** in the **Annotation management** section.
+1. Select **New** and select **Attribute group**.
+1. Select **New attribute**.
+1. Fill out your attribute details, and select the **Mark as required** flag.
+    :::image type="content" source="media/how-to-managed-attributes/mark-as-required.png" alt-text="Screenshot of the mark as required flag on a new attribute being created as a part of a new attribute group.":::
+1. Select **Apply** and finish adding other attributes to complete your attribute group.
+
 ### Expiring managed attributes
 
 In the managed attribute management experience, managed attributes can't be deleted, only expired. Expired attributes can't be applied to any assets and are, by default, hidden in the user experience. By default, expired managed attributes aren't removed from an asset. If an asset has an expired managed attribute applied, it can only be removed, not edited.
@@ -85,7 +101,8 @@ Below are the known limitations of the managed attribute feature as it currently
 - Managed attributes get matched to search keywords, but there's no user-facing filter in the search results. Managed attributes can be filtered using the Search APIs.
 - Managed attributes can't be applied via the bulk edit experience.
 - After creating an attribute group, you can't edit the name of the attribute group.
-- After creating a managed attribute, you can't update the attribute name, attribute group or the field type. 
+- After creating a managed attribute, you can't update the attribute name, attribute group or the field type.
+- A managed attribute can only be marked as required during the creation of an attribute group.
 
 ## Next steps
 

articles/purview/how-to-search-catalog.md

@@ -40,7 +40,7 @@ Your keyword will be highlighted in the return results, so you can see where the
 
 The Microsoft Purview relevance engine sorts through all the matches and ranks them based on what it believes their usefulness is to a user. For example, a data consumer is likely more interested in a table curated by a data steward that matches on multiple keywords than an unannotated folder. Many factors determine an asset’s relevance score and the Microsoft Purview search team is constantly tuning the relevance engine to ensure the top search results have value to you.
 
-## Filtering results
+## Refine results
 
 If the top results don’t include the assets you're looking for, there are two ways you can filter results:
 
@@ -55,7 +55,7 @@ Then select any facet you would like to narrow your results by.
 
 :::image type="content" source="./media/how-to-search-catalog/facet-menu.png" alt-text="Screenshot showing the search menu on the left side with Folder and Report selected." border="true":::
 
-For certain annotations, you can select the ellipses to choose between an AND condition or an OR condition. 
+For certain annotations, you can select the ellipses to choose between an AND condition or an OR condition.
 
 :::image type="content" source="./media/how-to-search-catalog/search-and-or-choice.png" alt-text="Screenshot showing how to choose between and AND or OR condition." border="true":::
 
@@ -64,6 +64,18 @@ For certain annotations, you can select the ellipses to choose between an AND co
 >
 > :::image type="content" source="./media/how-to-search-catalog/filter-facets.png" alt-text="Screenshot showing the facet filter at the top of the menu, with a search parameter entered, and the facets filtered below." border="true":::
 
+#### Available facets
+
+- **Assigned term** - refines your search to assets with the selected terms applied.
+- **Classification** - refines your search to assets with certain classifications.
+- **Collection** - refines your search by assets in a specific collection.
+- **Contact** - refines your search to assets that have selected users listed as a contact.
+- **Data** - refines your search to specific data types. For example: pipelines, data shares, tables, or reports.
+- **Endorsement** - refines your search to assets with specified endorsements, like **Certified** or **Promoted**.
+- **Label** - refines your search to assets with specific security labels.
+- **Metamodel facets** - if you've created a [metamodel](concept-metamodel.md) in your Microsoft Purview Data Map, you can also refine your search to metamodel assets like Business or Organization.
+- **Rating** - refines your search to only data assets with a specified rating.
+
 ### Use the filters
 
 To narrow results by asset type, [managed attributes](how-to-managed-attributes.md), or activity you'll use the filters at the top of the page of search results.
@@ -82,6 +94,13 @@ To remove any filters, select the **x** in the filter button, or clear all filte
 
 :::image type="content" source="./media/how-to-search-catalog/remove-filters.png" alt-text="Screenshot showing the remove filter buttons in the top menu." border="true":::
 
+#### Available filters
+
+- **Activity** - allows you refine your search to attributes created or updated within a certain timeframe.
+- **Managed attributes** - refines your search to assets with specified [managed attributes](how-to-managed-attributes.md). Attributes will be listed under their attribute group, and use operators to help search for specific values. For example: Contains any, or Doesn't contain.
+- **Source type** - refines your search to assets from specified source types. For example: Azure Blob Storage or Power BI.
+- **Tags** - refines your search to assets with selected tags.
+
 ## View assets
 
 From the search results page, you can select an asset to view details such as schema, lineage, and classifications. To learn more about the asset details page, see [Manage catalog assets](catalog-asset-details.md).