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Managing Products

Learn how to create, edit, archive, and delete data products in the catalog.

Creating a Product

To register a new data product, navigate to the Data Catalog and click the Add Product button. You will need to provide a Name (which serves as the human-readable identifier) and select a Product Type (such as Table or View). Additionally, you can enrich the product with optional metadata including a description, provider source, tags, and levels for criticality and sensitivity. Once you click Create, the product is immediately added to your catalog.

Required and Optional Fields

The Name is mandatory and must be unique within the space, and a Product Type must be selected from the space's configuration. Optional fields like Description, Provider, and Tags help with discovery and categorization, while Criticality, Sensitivity, and Maintenance Status provide governance and operational context.

Editing a Product

You can modify a product's details by accessing specific sections. To update core information, click Edit in the header of the product detail page. For documentation, use the Edit button in the Overview tab to access the markdown editor. Technical details like hosting location and refresh frequency are managed in the Technical Location sidebar section, while ownership roles are updated in the Governance sidebar area.

Managing Tags

Tags can be managed directly on the product detail page. To add a tag, click Add Tag in the Tags section and select from the existing library or create a new one (if you have editor permissions). To remove a tag, simply click the X on the tag and confirm the removal.

Managing Attachments

Reference documents can be uploaded via the Attachments tab or sidebar. You can upload new files, download existing ones to your device, or delete attachments (if you are the uploader or an admin). Attachments can also be embedded in documentation using markdown syntax referencing the attachment's ID.

Archiving Products

Archiving offers a "soft delete" mechanism for products that are no longer actively maintained or have been deprecated. This hides them from the default catalog view and search results without permanently removing data. To archive a product, click the Archive button on its detail page. Restoring is equally simple: enable the "Show Archived" filter to locate the item, then click Restore or Unarchive.

Deleting Products

Deletion is a permanent, irreversible action that removes all product history, fields, and relationships. It should be reserved for products created in error or those with no audit requirements. Only Space Admins and Product Owners can perform this action by clicking the Delete button and confirming the warning.

Permissions Summary

Space Admins have full control over all product lifecycle actions. Product Owners share these permissions for their owned products. Stewards can edit metadata and archive products but cannot delete them. Editors can create and modify products but have restricted lifecycle permissions, while Viewers are limited to read-only access.

Version Control

You can manage release history in the Versions tab. To create a release, click Add Version, enter the version number and release notes, and optionally link a Git tag. You can mark specific versions as "Current" to indicate production status. Existing release notes can be edited at any time. Integrating with Git by adding a Repository URL allows direct navigation from version tags to your code repository.

Bulk Operations

For managing multiple products, you can use bulk tagging features in the catalog by selecting multiple items and applying tags in a single operation. For more complex updates, such as mass metadata changes, creating a script using the Qarion API to export, modify, and re-import data is recommended.