Searching the Catalog

You can create powerful searches to identify specific objects populated in your catalog with advanced filters and saved views.

Note:

US keyboard special characters can also be used while searching the catalog. For more information, see Special Characters.

Data Assets: Things to Know

When searching for data assets or data asset details, the results of your search will display the following:

  • Data assets with names that match your search

  • Data assets with details that match your search

  • Data assets in which your search matches the name or details of its parent object

  • Data assets that match names and details for parent object with a similar composition. This catalog search supports fuzzy search. This compensates for typos and spellings errors in the keyword search or search results.

Example: Salesforce → Customer Management Database → Account Information

  • Searching “Salesforce” will return results: Salesforce (searched asset), Customer Management Database and Account Information (assets with parent objects that match the search).

  • Searching “Customer Management Database” will only return the searched asset and Account Information.

  • Searching “Account Information” will only return the searched asset.

A partial navigation path will display for child objects showing the data source, immediate parent object, and your searched item.

To search the catalog

  1. On the Data Catalog menu, select Catalog > Search.

    The Catalog Search screen appears.

  2. Enter your search criteria in the Search field.
  3. View your search results. Click on a result to navigate to the given data asset's details screen.

    Catalog Search screen

To filter search results

Note:

You can apply filters before or after entering your search criteria. You can also apply filters without entering a search.

  1. On the Data Catalog menu, select Catalog > Search.

    The Catalog Search screen appears.

  2. Enter your search criteria in the Search field.
  3. Refine your search using the filter categories and the nested options in the left-hand pane.

    • Trusted Data

    • Entity Type

    • Category

    • Classification

    • Business Domain

    • Retention

    • Data Sources

  4. View your search results.

    Catalog search screen

To use advanced search options

Note:

The Advanced Filters feature can be used to filter on each attribute and combine filtering options with OR or AND operators. The statements will change based on the attribute selected. This feature is particularly useful for selecting entries within date ranges using the date filters.

  1. On the Data Catalog menu, select Catalog > Search.

    The Catalog Search screen appears.

  2. Click the Advanced Filter button.

    The Advanced Filters modal appears.

  3. Use condition operators and available values to define your advanced filter requirements for one or more desired attributes. Click the Add icon to stack additional criteria.
    Tip:

    You can also leverage advanced filter options when using automation rules for data policies and confidence score results.


    Advanced Filters modal
    Note:

    Multi-selection is only for the operators Equals to Any Of or Not Equals to Any of. Not supported when operator is Contains Any, Does Not Contain, Is Empty, Is Not Empty.

    For more information on how the system behaves with term search attributes, see Understanding Term Search Attributes.

Saved Search Use Cases

The table outlines the ideal metadata conditions that can be configured for advanced saved searches so that users can more easily apply tags. Saved searches can be used in tandem with automation rules in order to manually or automatically trigger select actions based on the defined criteria.

Note:

For more information on using automation rules and saved searches, see Creating Automation Rules for Data Policies.

For more information on recommended data policies for supproted use cases, see OneTrust Recommended Data Policies.

Tag

Condition

AI
CODE 
File Type = 
.CKPT (model checkpoint for stable diffusion)
.ipynb (Jupyter notebook)
.ONNX (open neural network exchange)
.py (python)
.SAFETENSORS (tensor flow models)
.TOML (Transformers) 

Digital Certificates
CODE 
File Type =
cer        pem
cfx        pfx
crt        private
csr        public
ddoc       p12
dsa        p7b
jceks      p7s
jks        req
key        rsa
keychain   signature
keystore   stl  
pkcs7

Media
CODE 
File Type =
.avi
.flv
.mov
.mp4
.webm
.wmv

Redundant
CODE 
File Type =
iso
obk
sfv

Obsolete
CODE 
Date Values = 
Current Date - Created Date > 10 years
Current Date - Last Modified Date > 5 years
Current Date - Last Accessed Date > 3 years

Trivial
CODE 
File Type =
.ASD
.GITIGNORE
.NAV2
.tmp
.temp
.TM
.!BT

To save a search

In Data Catalog, you can save your searches to streamline locating catalog items and keep track of searches that are most relevant to your data governance practices.

  1. On the Data Catalog menu, select Catalog > Search.

    The Catalog Search screen appears.

  2. Enter your search criteria in the Search field.
  3. Select filters in the filter pane.
  4. Click the Saved Searches tab.

    The Search Selector appears.


    Search selector
  5. Click the Save As button.

    The Create Saved Search modal appears.

  6. Enter a name for the search.

    Create Saved Search modal
  7. Click the Save button.

To rename saved searches

  1. On the Data Catalog menu, select Catalog > Search.

    The Catalog Search screen appears.

  2. Click the Saved Searches tab.

    The Search Selector appears.

  3. Click the Manage Saved Searches button.

    The Saved Searches screen appears.

  4. Hover over a row for a saved search until the Context Menu icon Context Menu icon appears.
  5. Click the Context Menu icon.

    The Context menu appears.

  6. Select Edit.

    The Edit Saved Search modal appears.


    Edit Saved Search modal
  7. Enter a new name for the search.
  8. Click the Save button.

To delete saved searches

  1. On the Data Catalog menu, select Search.

    The Catalog Search screen appears.

  2. Click the Saved Searches tab.

    The Search Selector appears.

  3. Click the Manage Saved Searches button.

    The Saved Searches screen appears.

  4. Hover over a row for a saved search until the Context Menu icon appears.
  5. Click the Context Menu icon.

    The Context menu appears.

  6. Select Delete. A confirmation modal appears.
  7. Click the Confirm button.

To export search results

  1. On the Data Catalog menu, select Search.

    The Catalog Search screen appears.

  2. Enter the search terms and filters or select a search from the Saved Searches tab.
  3. Click the Export button.
  4. Download the search results export by clicking the Alerts button Alert button. The filename will have the format CatalogSearch_Year_Month_Day_Time.