Note: You must have the necessary Roles associated with your User Profile
There are 2 options to initiate this process:
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Go to My Collection on the Navigation bar
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Click on the +New button at the top left
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Select Product
Or
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Go to MANAGE on the Navigation bar
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Select Products
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Click on the Create Product button on the top right
Once you have entered a Product name a Product is created on the Platform in a DRAFT state.
A Subscription Plan must be added to the Product to enable to be released in a LIVE state
There are 5 steps to create a Product that can be completed in any order.
Assets (optional)
You can optionally add one or many Assets to your Product or alternatively leave it empty.
Note: To add an Asset to a Product you must first Create an Asset
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Click on Add Assets
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Filter and select all Assets that you would like to include in or remove from this Product. An Asset can be added to many Products.
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Select Confirm Selection
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If any Asset within the Product is configured to update then you can choose to automatically update the Last Refresh date for the Product to be the date of the last Asset update for any Asset within the Product.
A maximum of 50 Assets can be added to a Product
Packaging (optional)
Add product visuals, text and categories to help customers discover your Product.
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Click on Add Packaging
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Icon - Upload or auto generate a small Icon for your Product
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Product listing image - Upload or auto generate a square image for your Product to be listed on the Exchange
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Product page header image
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Display name
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Summary text
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Product page headline
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Product page body text
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Refresh frequency - provide an indication of how often the data within the Assets contained within your Product will be updated. Note: this is metadata and is not used to initiate any updates.
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Category tags - select from a pre-defined list which can be used by a Data Consumer to locate your Product when browsing the Exchange.
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Metadata
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Key - this is a string
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Value - this is a string
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Your platform administrator may define specific Metadata key/value pairs that enforce the capture of specific information about your product.
The key appears as a field name e.g. Data Classification
The value can appear as a constrained list of values e.g. Open, Confidential, Sensitive, Secret
Plans (mandatory)
Product plans govern how subscribed users can consume the Product as well as dictate any usage terms and conditions or pricing that may apply.
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Click on Add Plans
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Select one or more Plans from a pre-defined list to be made available for a Data Consumer to select
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Click save and exit to add the selected plans to the product draft
At least one Plan must be added to the Product to enable a product to be released to the Exchange
Visibility (optional)
The Visibility setting determines who can view and explore the Product on the Exchange. You may want to limit the scope of the visibility setting if you want to test your Product with selected Users for example. A Data Consumer may choose to subscribe to a Product that is visible on the Exchange.
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Click on Set Visibility
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Select the appropriate visibility setting
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No users have visibility for this Data Product
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Selected users have visibility for this Data Product
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Search for and select one or more individual users
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Selected organizations have visibility for this Data Product
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Search for and select one or more organizations
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All organizations have visibility for this Data Product
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Click Save and Exit to commit the visibility setting.
Integration metadata (optional)
Applying integration metadata enables integration with some external processes or information that can be invoked using a specific Key Value pair. The integration metadata will never be visible to consuming users.
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Click Enable Integrations
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Click + Add integration metadata
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Insert
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Key - this is a string
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Value - this is a string
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Click Save and Exit to commit the key value pairs.