Business terms

This chapter describes how to manage business terms and assign them to different entities like databases, schemas, tables, views, and columns.

View defined Business terms

To view or edit business terms, navigate to ADMINISTER ‣ Business terms. List of the currently defined business terms shows up.

Business terms list

Typing at least two characters in the search box will result in showing terms that contain names matching to typed phrase.

Check “Search only root business terms” to show only terms which don’t have a parent term.

Filter business terms list

Add a business term

Click the ADD button of business terms list to bring the “New business term” screen.

Note

In order to add a new business term a “Create business term” access right is required (see Users and roles).

Add business term

Adding business term is a one step wizard that requires you to fill just a couple of fields.

Parameter Required Description
Name Yes New business term name.
Parent business term(s) No Selected parent business terms. “SELECT” button brings available terms list.
Definition Yes Describes the meaning of business terms.
Description No Additional description of the business term.
Add alias No Allows multiple alternate names for the business term.

Available actions:

  • CANCEL - abandons changes and goes back to business terms list.
  • SAVE - creates new business terms and goes back to business terms list.

Assign parent business term

Clicking the SELECT button in “Add business term” wizard will bring a list of available business terms that can be assigned to a parent business term.

Select parent busines term

List of available parent terms is similar to business term list. There are two new actions:

  • Assign - assigns selected term as parent business term.
  • CLEAR - removes previously assigned parent business term.

Clicking one of list elements will bring a business term details screen.

View business term details

Clicking on business terms list element will open a screen with business term details.

Business term details

On the top right corner are two buttons:

  • EDIT - which brings Edit business term for current business terms.
  • DELETE - which deletes current business term.

Delete operation is proceeded by additional confirmation window:

Delete business term confirmation

Note

In order to edit or delete business term, “Alter business terms” access right is needed (see Users and roles).

Nested terms

Business term detail screen contains additional panel called “Nested terms”. Under this panel is a list of business terms for which current business term is the parent. It also allows adding a new nested business term.

Nested business terms

Add nested terms screen looks exactly like screen Add a business term but it has “Parent business term(s)” preselected.

Edit business term

Click EDIT button in business term details screen to navigate to edit screen.

Note

In order to edit business term, “Alter business terms” access right is needed (see Users and roles).

Edit business term

There are two actions available:

  • CANCEL - abandons changes and goes back to business term details.
  • SAVE - updates business term and goes back to business term details.

See adding business term section for more details.