Permissions
Tenant admin permission required
Prerequisites
An asset has been created https://help.asset55.io/en_GB/asset-attributes/asset-management
In Validate, projects relate to some grouping of tags on an asset. An asset may have many projects – each with their own record of uploads, upload errors, tags, and tag errors.
To view the projects for a tenant, click on the “Projects” icon on the homepage.
This will show all projects on the project, with their parent asset, and settings used in validation. These settings include delimiters for multi-value attributes, whether to ignore leading 0s in numeric attributes and also whether to ignore casing when comparing text.
Creating a project
- To create a new project, click the “Create” menu option at the top of the page.
- This will open the “Create new project” form. When creating a new project, we have two sections in the form to complete. The general settings ask for details such as project name, the asset to create the project on, and also for linking to a PowerBI dashboard workspace for viewing dashboard reports (this is the unique workspace ID you will need to get from PowerBI).
In addition, a project may have a collection of “management users” set. You can choose one or more users from the users set up for the tenant. These users will then receive an email once a week if uploads have been performed on the project with a brief summary and a link to take users to the uploads page of Validate.
The second section of the form contains project validation settings. These are settings used when validating tags and include:
- Ignoring cases in validation - for example, the value ‘abc’ is considered to be the same as ‘ABC’.
- Remove leading 0s - for example the value ‘00001’ is considered to be the same as ‘1’
- Delimiter - for attributes which allow multiple values, the values should be seperated by a delimiter. This is set to be a semi-colon (;) as default. This can be changed on a project basis, however, it must not contain a comma (,).
In addition, you can disable a selection of the validation rules for all uploads for a project (several can not be disabled - these typically are rules we need to run to ensure the uploaded file has the correct headers, and that the data can be read by Validate). All rules are enabled by default - simply toggle them to disable from future uploads. Each rule has a brief description which can be read by hovering over the tooltip next to the rule name (the ? icon).
- When you're all done, click the Save button to create the project. All data entered can be edited by simply clicking the ‘Edit’ menu option for an existing project.
Archiving a project
- Projects may be archived by clicking the “Archive” menu option. This will open a form to confirm the action.
