Enable Content Discoverability with the Analytics Catalog

Enable the Analytics Catalog so that users can view published content on the Catalog tab on their Home screen.

Who does this apply to?

  • Users who have the Execute permission for Publish Content.
  • Users who have the Manage permission for Catalog Administration, and the Read and Update permissions for System Information.
  • Users who have the Manage permission for Public Files and Private Files.
  • Users with any of these standard application roles: Admin or BI Admin.

What is the Analytics Catalog?

Your organization may have hundreds or thousands of saved stories. Your content creators probably carefully created some of those stories, but some others might contain outdated information, or be the result of users experimenting with various features. How can users tell which stories they should be using?

Use the Catalog!

The Catalog is a single access point for content published to users and teams within SAP Analytics Cloud. Content creators can publish content to the Catalog, and users will be able to discover those stories from their Home page. Because a special permission is needed to publish content to the Catalog, users will know that the Catalog content has been vetted by a content creator.

Each item published to the Catalog is displayed as a card that users can open to access the underlying content. The following content types can be published and displayed in the Catalog:
  • Stories
  • Analytic Applications
  • Digital Boardroom presentations
  • Models
  • Datasets
  • Uploaded SAP Analytics Cloud files
  • Content Links
  • Insights

The Catalog tab is enabled by default, but an administrator can disable it.

To enable the Catalog, you'll need the Manage permission for Catalog Administration, and the Read and Update permissions for System Information.

To publish content to the Catalog, users will need the Execute permission for Publish Content.

Enable or Disable the Catalog

Context

The Catalog is enabled by default on newer SAP Analytics Cloud systems, but is disabled by default on older systems.

Note
All Admin users can enable and disable the Catalog.

Procedure

  1. From the side navigation, choose Start of the navigation path System Next navigation step Administration Next navigation step CatalogEnd of the navigation path.
  2. Switch Catalog and publishing to the Catalog on or off.
  3. You can also switch on or off the Favorites and Shared With Me tabs for your users.

Filters in the Catalog

You can set up filters in the Catalog to group files into categories that will help users find the content they're looking for; for example, “Industry” or “Country”. You can also translate the content filters into other languages.

Procedure

  1. To create these filters, from the side navigation, choose Start of the navigation path System Next navigation step  Administration Next navigation step CatalogEnd of the navigation path.
    Note
    All Admin users can add filters to the Catalog. Non-Admin users must have the Manage permission for Catalog Administration, and the Read and Update permissions for System Information, to add and define filters.
  2. In the Content Filters section, click Add a new filter.
  3. Type a name for your filter, and then under Members, type some names to add them to the filter.

    For example, if you create a “Country” filter, you would type in the names of countries where your organization conducts business, such as “Nauru” or “Tuvalu”.

    Users will see the filters you create in the Filter panel in the Catalog.

  4. If you want to translate the content filters into other languages, choose a source language (the language that you typed the content filter names and member names in).
    The translation service will then translate the content filters to the target languages. For more information, see Learn About the Translation Process. To see the content filter translations, from the side navigation, choose Translation, and edit the Content Filters.

Requests for Content Published to the Catalog

When someone publishes content to the Catalog, they can choose whether or not to grant Read access. If they don't grant access, users will need to request access to the content before they can open it. Those access requests will be sent to the system administrators, who will need to approve or deny those requests.

Note
“System administrators” includes the default BI Admin and Admin roles, and users who have the Manage permission for Public Files and Private Files.

When a user requests access to content, you'll receive an email from the system, and see a notification in the shell bar:

A row will also be added to the file request list. To access the list, from the side navigation choose Start of the navigation path Security Next navigation step  Requests Next navigation step File RequestsEnd of the navigation path. From here, you can select one or more requests, and then select the Approve or Deny icons. You can update the list by selecting the Refresh icon:

Note
When the maximum number of queued file requests is reached (10,000), a warning message is displayed, and the system will block any further file-access requests.

Content with dependent files (dependencies)

Often, content requested by users depends on other files (dependencies), such as stories, digital boardroom presentations, analytic applications, content links, and models and datasets. When a user requests access to such content, access is automatically requested for the dependencies, in the background.

For example, if a user requests access to a story in the Catalog, access requests for that story and any underlying dependencies, such as the models, are sent to administrators, to allow the user full access to the story and its data. Users don't see the access requests for those dependencies, but you will see them in the File Requests list.

Disabling notifications

If your SAP Analytics Cloud organization has more than one administrator, all of you will receive these file-request notifications and emails. Some admins might want to disable the notifications and emails:

  1. Select your user avatar in the upper-right corner, and choose Profile Settings.

  2. In the User Preferences section, select the Edit icon and change the settings.

Add Tabs to the Catalog Overview Dialog

Context

When users publish content to the Catalog, the Catalog card overview dialog contains just one tab by default:

But if you want users to have more space to add information about the content, such as related information or any metadata, you can customize the default overview dialog to include up to 10 tabs:

You can choose to make some of the tabs mandatory, meaning that when users publish content, those mandatory tabs will always appear and can't be deleted, while the other tabs can be added or deleted by the users.

Procedure

  1. From the side navigation, choose Start of the navigation path System Next navigation step  Administration Next navigation step CatalogEnd of the navigation path.
  2. In the Layout section, under Overview Dialog Layout, click Open the dialog editor.

    In the editor, you can add or delete tabs, rename tabs (including the Overview tab) by double-clicking them, and drag to rearrange tabs (except the Overview tab).

    You can also make any of the added tabs mandatory, so that they can't be deleted by users. An asterisk appears beside the names of mandatory tabs.

  3. Select Save to save the default tabs.