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Creating a metadata definition

Creating a metadata definition allows you to set up reusable information across all of your components.

Before you begin

This tutorial makes use of a .csv file. Download the following folder and extract the file: customers_unordered.zip.

Procedure

  1. In the Repository, expand Metadata then right-click File delimited and click Create file delimited.
  2. In the Name field, enter a name.

    Example

    Customers
  3. Optional: In the Purpose field, enter a purpose.

    Example

    Creating reusable metadata thanks to a .csv file
  4. Optional: In the Description field, enter a description.

    Example

    Reusable shareable customer metadata
    Information noteTip: Enter a Purpose and Description to stay organized.
  5. Click Next.
    You are brought to Step 2 in the wizard.
  6. Click Browse and select the file of your choice in the File Explorer.
  7. Click Next.
    You are brought to Step 3 in the wizard.
  8. Optional: Define the parse settings.

    Example

    • Under File Settings, select your Field Separator and change it, if needed.
      Information noteNote: The most common Field Separator is ;
    • Under Preview, select Set heading row as column names. The Header field automatically fills with the value 1, meaning the first row of your file has the file headers.
    Information noteTip: Under Preview, click Refresh Preview to check the parsing results.
  9. Click Next.
    You are brought to Step 4 in the wizard.
  10. Optional: In the Name field, enter a name.

    Example

    customersSchema
  11. Optional: Update the Schema so it is identical to the structure of the sample file.

    Example

    Change the Number Type to String. A postcode number does not serve an arithmetic function.
  12. Click Finish.

Results

In the Repository, under Metadata, you can find and use your metadata.

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