Publish and Share Content to the Catalog

You can publish content such as stories, digital boardroom presentations, analytic applications, models and datasets, and files to the catalog.

Who does this apply to?

  • Users who are assigned a role with the Execute permission for Publish Content.
  • Users who are assigned a custom role based on the one of these standard application roles: Admin or BI Admin.

What is the Catalog?

Your organization may have hundreds or thousands of saved stories. You or other content creators probably carefully created some of those stories, but some others might contain outdated information, or be the result of users experimenting with various features.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?

They can use the catalog!

The catalog is a single access point for content published to users and teams within SAP Analytics Cloud. If you've created stories that you want your teams to use, publish them 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
Note
The catalog can be accessed through iOS mobile devices for viewing purposes only. For details, see Using Catalog on the Mobile App.

Publishing Content

Context

When your content is ready for other users to consume, you can publish it to the catalog.

Procedure

  1. From the side navigation, choose (Files), and find the content you want to publish.
  2. Select the check box for the content, and then select  Start of the navigation path (Share) Next navigation step  Publish to CatalogEnd of the navigation path.
    Tip

    You can share a saved file (for example, a story, presentation, analytic application, etc.) if you have it opened in Edit mode.

  3. Under Add Teams, specify which teams can view the published content.

    Tip

    If the content you are publishing is in a private or public location and you want to publish the content for all current and future users in your system, type All Users or select the All Users option. This option can be disabled by an administrator setting when configuring the system settings. For more information, see Configure System Settings.

  4. Choose whether you want to give users and teams Read access to the content.

    • If you grant Read access, users will be able to access the content by selecting Open on the published catalog card. If the content you're publishing depends on other files (dependencies), such as stories or datasets, access to those dependencies needs to be granted separately if you want users to have full access to the content.

    • If you don't grant Read access, users will need to request access to the content by selecting Request on the published catalog card. Access requests are sent to the system administrators, and automatically include requests for any dependencies. For more information, see Publish and Share Content to the Catalog.

    Note

    Access requests for file dependencies where the file dependencies are from different workspaces that you don't have access to are not automatically generated, and no automated notification is provided. For more information, see Enable Content Discoverability with the Analytics Catalog.

  5. Review the preview of the catalog card.

  6. (Optional) To enhance the content card details, you can add images, add a description, assign filters, and add links, select Edit details.

    Tip

    In the dialog that appears, the system administrator adds tabs and can set them to mandatory. Mandatory tabs always appear, have an asterisk (*), and require information before you can publish the content. Tabs that aren't mandatory can be added or removed by the user. If you're a system administrator and want more information, see Enable Content Discoverability with the Analytics Catalog.

    In the dialog you can do any of the following:

    1. Type a new card title in the field at the top of the dialog.
      Note

      Changing the name or description of a catalog card created from a file (for example, story or model) will also change the name or description of the underlying file.

    2. Select Add a tag and type keywords for your content.

      Users can find your content by typing the tags in the Search.

    3. In the first tab, type a description of the content and add an image.

      By default, only the first tab is available and is named Overview, but your system administrator can change its name.

    4. Add details to any mandatory tabs.

    5. Select Add a New Tab to add tabs and add details.
    6. Under File, you can add additional links that are relevant to this content. Links can be other SAP Analytics Cloud files or third-party URLs.
      Note
      In the catalog card, if linked resources become unavailable on the tenant, the links are not clickable, and the link icons change to show a generic file icon. The Edit link button is also not available.
    7. Under Filters, apply one or more content filters to the content.
      Tip

      Applying filters is important in helping users find the content they are interested in. For more information, see Find and Access Content in the Catalog.

    8. Select Save to return to the Publish to Catalog dialog.
  7. Select Publish to publish your content in the catalog, and then Close the dialog.

Results

The content is published and will appear as a card in the catalog. From the side navigation, select Home and then select the Catalog tab to view the card associated with the published content. If you have the appropriate permissions, you can perform any of the following tasks as needed:

  • If you're assigned a role with the Execute permission for Publish Content, select Recommend to recommend the content.

  • If you're assigned a role with the Execute permission for Publish Content and have the Share access right for the content, select Manage to choose who can see the content.

  • If you're the content owner or have the Update access right for the content, select Edit to edit the content card details.

    Note

    Changing the name or description of a catalog card will also change the name or description of the underlying file.

Removing Content from the Catalog

Context

You may want to remove content from the catalog when it's outdated or no longer useful.

Procedure

  1. From the side navigation, select (Files).
  2. Find or search for content that you want to remove and select the checkbox, and then select  Start of the navigation path (Share) Next navigation step  Publish to CatalogEnd of the navigation path.
    Or, if you have the saved content (story, presentation, analytic application, etc.) opened in Edit mode, you can select  Start of the navigation path (Share) Next navigation step  Publish to CatalogEnd of the navigation path.
  3. Under the Published for list, select the teams that you want to unpublish the content for, and select (Unpublish).
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